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26.5.2016, 33<br />

Nordic TOP-80 (ulkomaalaiset 60) 2/2<br />

Suositusten muutos<br />

eilen!<br />

Hinta<br />

Tavoitehinta<br />

Markkinaarvo<br />

Seuraavan<br />

12kk:n EV<br />

Muutos<br />

1pv%<br />

Muutos<br />

1vko%<br />

Muutos<br />

1kk%<br />

Muutos<br />

1v%<br />

12kk:n<br />

alin<br />

hinta<br />

12kk:n<br />

keskihin<br />

ta<br />

12kk:n<br />

ylin<br />

hinta<br />

Seuraavan<br />

12kk:n<br />

EV/EBITDA<br />

Seuraava<br />

n 12kk:n<br />

EV/EBIT<br />

Seuraavan<br />

12kk:n P/E<br />

Seuraavan<br />

12kk:n<br />

P/BV<br />

Seuraavan<br />

12kk:n ROE<br />

Storebrand ASA nosto 35.42 37.00 15,936 24,117 1.3 % 3.7 % 15.9 % 20.5 % 26.30 31.89 37.69 9.8 8.5 0.6 6.6 % 0.0 %<br />

Det Norske Oljeselskap ASA nosto 80.10 73.49 16,230 39,681 3.9 % 4.0 % 17.2 % 50.6 % 39.06 55.31 80.10 5.9 15.8 27.2 4.4 16.3 % 0.0 %<br />

Bakkafrost P/F 317.50 319.33 15,512 15,900 -0.3 % 3.3 % 13.5 % 58.4 % 197.00 263.42 334.60 10.1 11.2 14.3 3.9 27.1 % 3.3 %<br />

Seadrill Ltd. lasku 29.32 14.96 13,997 85,450 15.3 % -5.3 % -11.9 % -71.4 % 13.29 48.54 106.30 7.2 15.9 3.7 0.2 4.5 % 0.0 %<br />

TOMRA Systems ASA 93.25 94.15 13,803 14,083 1.4 % 1.9 % 5.1 % 25.6 % 66.75 82.08 97.50 10.6 14.1 19.9 3.1 15.6 % 1.9 %<br />

Veidekke ASA 108.00 120.00 14,440 14,504 2.4 % 3.8 % -4.4 % 16.1 % 81.00 101.38 117.00 8.2 10.8 12.9 3.8 29.4 % 3.7 %<br />

XXL ASA 102.50 115.00 14,197 15,151 -0.5 % 5.7 % 9.6 % 19.9 % 75.75 91.38 105.50 15.6 17.7 22.6 3.7 16.4 % 2.0 %<br />

Norwegian Air Shuttle ASA 346.00 405.00 12,373 40,048 0.2 % -0.1 % -3.1 % 15.4 % 239.50 322.66 386.00 11.1 19.0 9.7 2.9 30.3 % 0.0 %<br />

Mediaani nostot / laskut 1.17 25,955 39,865 0.8 % 2.7 % 6.4 % 15.8 % 8.2 11.0 13.9 3.0 15.9 % 3.2 %<br />

Osinko%<br />

2015E<br />

Tanskan TOP-20 osakkeet:<br />

Novo Nordisk A/S Class B nosto 377.20 419 961,696 937,292 3.5 % 4.7 % 1.5 % -2.8 % 305.10 372.38 415.00 17.2 18.3 23.5 16.5 70.4 % 1.7 %<br />

A.P. Moller - Maersk A/S Class nosto B 8,615 10,307 182,397 246,852 -1.4 % -2.2 % -7.8 % -34.3 % 7,355 10,119 13,560 4.7 11.5 14.9 0.8 5.0 % 3.6 %<br />

Danske Bank A/S nosto 188.80 215.00 185,725 1.7 % 4.5 % 6.9 % -4.8 % 168.30 192.52 218.00 10.3 1.1 11.1 % 4.2 %<br />

Pandora A/S nosto 992.00 1,150.0 116,120 118,074 -0.8 % 2.6 % 17.9 % 42.9 % 658.00 813.02 1,007.00 13.9 14.8 18.3 16.8 91.6 % 1.3 %<br />

Coloplast A/S Class B lasku 503.50 548.00 108,756 107,473 -0.3 % 1.7 % 3.3 % -4.3 % 413.10 499.67 586.50 18.7 20.6 26.3 18.5 70.3 % 2.5 %<br />

Novozymes A/S Class B nosto 320.80 295.00 99,448 100,283 -0.1 % 0.8 % 2.1 % 1.1 % 253.00 309.03 363.80 19.3 24.4 30.8 8.1 26.4 % 1.1 %<br />

Vestas Wind Systems A/S nosto 464.90 512.29 102,996 84,185 3.3 % 5.2 % 8.1 % 35.0 % 308.20 407.86 489.70 8.0 10.7 17.6 4.1 23.3 % 1.5 %<br />

Carlsberg A/S Class B nosto 640.00 609.14 97,502 124,340 1.1 % 2.2 % 1.7 % -1.3 % 479.30 584.57 652.50 9.7 14.6 20.1 2.1 10.2 % 1.4 %<br />

DSV A/S nosto 300.50 320.00 57,095 64,526 -1.6 % 2.4 % 11.5 % 28.9 % 213.50 259.31 307.60 14.3 17.6 22.5 4.1 18.1 % 0.6 %<br />

Chr. Hansen Holding A/S lasku 414.10 433.38 54,600 58,950 0.9 % 1.1 % 1.5 % 25.8 % 311.10 390.74 465.00 22.4 26.7 34.4 10.0 29.1 % 2.7 %<br />

ISS A/S 263.70 270.00 48,961 58,829 -0.5 % 2.0 % 3.6 % 11.0 % 200.90 238.33 268.90 11.0 12.7 16.7 3.1 18.8 % 2.8 %<br />

H. Lundbeck A/S nosto 261.00 260.00 51,506 51,912 1.4 % 8.8 % 14.0 % 91.2 % 126.20 201.86 262.00 15.8 25.2 30.5 5.1 16.6 % 0.0 %<br />

Tryg A/S lasku 129.30 140.50 37,440 1.4 % 1.3 % 3.8 % -10.5 % 112.00 129.85 146.50 16.5 3.9 23.6 % 4.6 %<br />

William Demant Holding A/S lasku 142.30 126.50 37,863 41,834 1.9 % 6.7 % 5.3 % 23.8 % 99.08 119.74 142.30 16.0 18.5 21.6 4.9 22.4 % 0.0 %<br />

G4S plc nosto 18.84 19.08 28,705 45,673 4.4 % 2.3 % -0.1 % -40.0 % 17.48 23.56 32.09 8.3 10.9 12.7 4.3 33.8 % 5.1 %<br />

TDC A/S lasku 33.83 36.50 27,470 52,601 1.3 % -2.3 % 1.9 % -30.7 % 28.24 37.97 53.75 5.9 14.0 12.6 1.4 10.8 % 3.0 %<br />

Rockwool International A/S Class lasku B 1,236.0 1,314.9 26,993 26,089 1.3 % 12.0 % 15.1 % 27.0 % 847.50 1,003.10 1,277.00 8.9 15.4 22.7 2.4 10.5 % 0.9 %<br />

GN Store Nord A/S nosto 134.90 145.00 20,881 24,066 0.9 % 0.8 % 1.9 % -5.9 % 108.20 130.45 152.50 12.2 14.2 16.6 3.6 21.7 % 0.7 %<br />

Royal Unibrew A/S 294.00 315.00 16,315 17,553 1.3 % 2.8 % -1.2 % 20.7 % 210.60 262.44 318.50 13.7 18.0 20.1 5.5 27.5 % 2.4 %<br />

FLSmidth & Co. A/S lasku 241.80 232.50 12,392 15,289 0.1 % 0.8 % -9.9 % -26.2 % 206.00 265.53 343.00 8.5 13.8 15.8 1.4 9.0 % 1.7 %<br />

Mediaani nostot / laskut 1.57 53,053 58,890 1.2 % 2.3 % 2.7 % -0.1 % 12.9 15.1 19.2 4.1 22.1 % 1.7 %<br />

Nordic TOP-80 Mediaani nostot / laskut 1.09 0.7 % 2.2 % 1.9 % -4.4 % 9.7 13.6 16.6 2.7 16.2 % 3.3 %<br />

<strong>FIM</strong> Nordic TOP-10 osakevalinnat nostot / laskut 2.00 1.1 % 2.7 % 2.7 % -10.2 % 7.8 10.7 13.8 3.2 22.1 % 3.6 %<br />

Lähde: FactSet, kaikki tiedot ovat konsensusennusteita

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