VINTER: Rapporteringssesongen for fjerde kvartal 2018 er i gang. FOTO: Pexels

Vi har samlet de børsnoterte selskapenes rapporteringsdatoer for fjerde kvartal 2018 og skrevet litt om forventningene i aksjemarkedet.

Rapporteringssesongen for de norske selskapene starter forsiktig på torsdag denne uken. Da legger både Gjensidige Forsikring og Pareto Bank frem sine resultater. Lenger ned i artikkelen har vi samlet alle OSEAX-selskapenes rapporteringsdatoer for tredje kvartal 2018. Klikk her for å se tilsvarende oversikt for hele Norden.

Både aksjemarkedene og oljeprisen falt kraftig i fjerde kvartal 2018. Det har påvirket analytikernes inntjeningsforventninger til selskapene. Ved inngangen til rapporteringssesongen har Norge den svakeste revideringen av inntjeningsestimatene i Norden, drevet av estimatkutt i energisektoren.

FORVENTNINGENE JUSTERES: Konsensusestimatene for de nordiske børsnoterte selskapenes inntjening trender nedover. FIGUR: Bloomberg (underliggende data) og DNB Markets

Det er en betydelig risiko for at estimatene kan komme ytterligere ned, men samtidig tror vi det vil bli noe lettere for selskapene å innfri på rapporteringsdagen, fordi estimatjusteringene i stor grad allerede er reflektert (og vel så det!!) gjennom det kraftige fallet i aksjemarkedet i fjerde kvartal.

Rapporteringsdatoer Oslo Børs (OSEAX) Q4 2018 (Kilde: Bloomberg)

Navn Rapporteringsdato Industri Utbytte
Gjensidige Forsikring ASA 24/01/2019 Insurance Annual
Pareto Bank ASA 24/01/2019 Banks Irreg
Scatec Solar ASA 25/01/2019 Energy-Alternate Sources Annual
Biotec Pharmacon ASA 30/01/2019 Pharmaceuticals None
Electromagnetic Geoservices AS 30/01/2019 Oil&Gas Services None
Telenor ASA 30/01/2019 Telecommunications Semi-Anl
Borregaard ASA 31/01/2019 Chemicals Annual
Data Respons ASA 31/01/2019 Internet Annual
Europris ASA 31/01/2019 Retail None
Petroleum Geo-Services ASA 31/01/2019 Oil&Gas Services Irreg
Stolt-Nielsen Ltd 31/01/2019 Transportation Semi-Anl
Voss Veksel OG Landmands B 31/01/2019 Banks Annual
Protector Forsikring ASA 01/02/2019 Insurance Annual
Nordic Semiconductor ASA 05/02/2019 Semiconductors Irreg
Prosafe SE 05/02/2019 Oil&Gas Services Irreg
Aker BP ASA 06/02/2019 Oil&Gas Quarter
Equinor ASA 06/02/2019 Oil&Gas Quarter
Orkla ASA 06/02/2019 Food Annual
Atea ASA 07/02/2019 Internet Semi-Anl
Avance Gas Holding Ltd 07/02/2019 Transportation Irreg
DNB ASA 07/02/2019 Banks Annual
DNO ASA 07/02/2019 Oil&Gas Irreg
Norsk Hydro ASA 07/02/2019 Mining Annual
Norwegian Property ASA 07/02/2019 Real Estate Quarter
TGS NOPEC Geophysical Co ASA 07/02/2019 Oil&Gas Services Quarter
Veidekke ASA 07/02/2019 Engineering&Construction Annual
Aker Solutions ASA 08/02/2019 Oil&Gas Services Irreg
Dolphin Drilling ASA 08/02/2019 Oil&Gas Services Irreg
Entra ASA 08/02/2019 Real Estate Semi-Anl
Evry AS 08/02/2019 Computers Irreg
Spectrum ASA 08/02/2019 Oil&Gas Services Irreg
SpareBank 1 SR-Bank ASA 08/02/2019 Banks Annual
Storm Real Estate ASA 08/02/2019 Real Estate Annual
Yara International ASA 08/02/2019 Chemicals Annual
Gaming Innovation Group Inc 11/02/2019 Internet None
Bergen Group ASA 12/02/2019 Shipbuilding None
Bonheur ASA 12/02/2019 Transportation Annual
Crayon Group Holding ASA 12/02/2019 Software None
Elkem ASA 12/02/2019 Mining None
Infront ASA 12/02/2019 Commercial Services Irreg
Kvaerner ASA 12/02/2019 Engineering&Construction Irreg
Norway Royal Salmon ASA 12/02/2019 Food Annual
Ocean Yield ASA 12/02/2019 Transportation Quarter
REC Silicon ASA 12/02/2019 Semiconductors None
Wallenius Wilhelmsen ASA 12/02/2019 Transportation Semi-Anl
Wilh Wilhelmsen Holding ASA 12/02/2019 Commercial Services Semi-Anl
Wilh Wilhelmsen Holding ASA 12/02/2019 Commercial Services Semi-Anl
XXL ASA 12/02/2019 Retail Annual
Akastor ASA 13/02/2019 Oil&Gas Services Irreg
Apptix ASA 13/02/2019 Software None
ABG Sundal Collier Holding ASA 13/02/2019 Investment Companies Annual
Awilco Drilling PLC 13/02/2019 Oil&Gas Quarter
Axactor SE 13/02/2019 Diversified Finan Serv None
Grieg Seafood ASA 13/02/2019 Food Irreg
Hexagon Composites ASA 13/02/2019 Metal Fabricate/Hardware Irreg
Komplett Bank ASA 13/02/2019 Banks None
Mowi ASA 13/02/2019 Food Quarter
NRC Group ASA 13/02/2019 Engineering&Construction Irreg
PCI Biotech Holding ASA 13/02/2019 Pharmaceuticals None
Sbanken ASA 13/02/2019 Banks Annual
Selvaag Bolig ASA 13/02/2019 Real Estate Annual
Schibsted ASA 13/02/2019 Media Annual
Schibsted ASA 13/02/2019 Media Annual
Storebrand ASA 13/02/2019 Insurance Annual
Aker ASA 14/02/2019 Investment Companies Annual
Arcus ASA 14/02/2019 Beverages Annual
Fjordkraft Holding ASA 14/02/2019 Electric None
Kid ASA 14/02/2019 Retail Semi-Anl
Kitron ASA 14/02/2019 Electrical Compo&Equip Annual
Kongsberg Gruppen ASA 14/02/2019 Aerospace/Defense Annual
Norwegian Air Shuttle ASA 14/02/2019 Airlines None
Navamedic ASA 14/02/2019 Pharmaceuticals Irreg
Odfjell SE 14/02/2019 Transportation Annual
Odfjell SE 14/02/2019 Transportation Annual
Olav Thon Eiendomsselskap ASA 14/02/2019 Real Estate Annual
Q-Free ASA 14/02/2019 Electronics None
Salmar ASA 14/02/2019 Food Annual
SD Standard Drilling PLC 14/02/2019 Oil&Gas Irreg
Self Storage Group ASA 14/02/2019 Storage/Warehousing None
Targovax AS 14/02/2019 Biotechnology None
Webstep AS 14/02/2019 Computers Irreg
AF Gruppen ASA 15/02/2019 Engineering&Construction Semi-Anl
Arendals Fossekompani A/S 15/02/2019 Electric Annual
AKVA Group ASA 15/02/2019 Miscellaneous Manufactur Semi-Anl
Itera ASA 15/02/2019 Software Semi-Anl
Medistim ASA 15/02/2019 Healthcare-Products Annual
Magnora ASA 15/02/2019 Oil&Gas Services Irreg
poLight ASA 15/02/2019 Miscellaneous Manufactur None
Polaris Media ASA 15/02/2019 Internet Annual
GC Rieber Shipping ASA 15/02/2019 Commercial Services Annual
Techstep ASA 15/02/2019 Software None
Treasure ASA 15/02/2019 Diversified Finan Serv Irreg
Vistin Pharma AS 18/02/2019 Pharmaceuticals Annual
Bakkafrost P/F 19/02/2019 Food Annual
BW Offshore Ltd 19/02/2019 Transportation Irreg
Reach Subsea ASA 19/02/2019 Investment Companies Annual
Bergenbio ASA 20/02/2019 Pharmaceuticals None
Cxense ASA 20/02/2019 Software None
PhotoCure ASA 20/02/2019 Pharmaceuticals None
Solstad Offshore ASA 20/02/2019 Transportation Irreg
Contextvision AB 21/02/2019 Software Irreg
DOF ASA 21/02/2019 Transportation Irreg
Fjord1 ASA 21/02/2019 Transportation Irreg
Havyard Group ASA 21/02/2019 Shipbuilding Irreg
Odfjell Drilling Ltd 21/02/2019 Oil&Gas Irreg
Tomra Systems ASA 21/02/2019 Environmental Control Annual
Havila Shipping ASA 22/02/2019 Transportation Irreg
Norwegian Energy Co ASA 22/02/2019 Oil&Gas None
TTS Group ASA 22/02/2019 Machinery-Diversified Annual
Wilson ASA 22/02/2019 Transportation Semi-Anl
Austevoll Seafood ASA 26/02/2019 Food Annual
Bouvet ASA 26/02/2019 Computers Annual
Eidesvik Offshore ASA 26/02/2019 Oil&Gas Services Irreg
Funcom NV 26/02/2019 Software None
Leroy Seafood Group ASA 26/02/2019 Food Annual
Multiconsult ASA 26/02/2019 Environmental Control Annual
Norwegian Finans Holding ASA 26/02/2019 Banks None
Panoro Energy ASA 26/02/2019 Oil&Gas None
Seabird Exploration PLC 26/02/2019 Oil&Gas Services None
Seadrill Ltd 26/02/2019 Oil&Gas None
Archer Ltd 27/02/2019 Oil&Gas Services None
Belships ASA 27/02/2019 Transportation Irreg
Byggma ASA 27/02/2019 Building Materials Annual
Goodtech ASA 27/02/2019 Environmental Control Annual
IDEX ASA 27/02/2019 Electronics None
Insr Insurance Group ASA 27/02/2019 Insurance None
Nordic Nanovector ASA 27/02/2019 Healthcare-Products None
NEL ASA 27/02/2019 Energy-Alternate Sources None
Next Biometrics Group AS 27/02/2019 Electronics None
Polarcus Ltd 27/02/2019 Oil&Gas Services None
SAS AB 27/02/2019 Airlines None
Solon Eiendom ASA 27/02/2019 Real Estate Irreg
American Shipping Co ASA 28/02/2019 Transportation Quarter
Aqualis ASA 28/02/2019 Oil&Gas Irreg
B2Holding ASA 28/02/2019 Diversified Finan Serv Annual
Borr Drilling Ltd 28/02/2019 Oil&Gas None
Borgestad ASA 28/02/2019 Real Estate Annual
BW LPG Ltd 28/02/2019 Transportation Semi-Anl
Element ASA 28/02/2019 Mining None
FLEX LNG Ltd 28/02/2019 Transportation None
Frontline Ltd/Bermuda 28/02/2019 Transportation Quarter
Golden Ocean Group Ltd 28/02/2019 Transportation Quarter
Hiddn Solutions ASA 28/02/2019 Software Annual
Hoegh LNG Holdings Ltd 28/02/2019 Transportation Quarter
Incus Investor ASA 28/02/2019 Oil&Gas Services Annual
InterOil Exploration and Produ 28/02/2019 Oil&Gas None
Jinhui Shipping & Transportati 28/02/2019 Transportation Irreg
Kongsberg Automotive ASA 28/02/2019 Auto Parts&Equipment Irreg
MPC Container Ships AS 28/02/2019 Transportation None
Magseis Fairfield ASA 28/02/2019 Commercial Services None
Napatech A/S 28/02/2019 Telecommunications None
Northern Drilling Ltd 28/02/2019 Oil&Gas
NTS ASA 28/02/2019 Food Annual
Otello Corp ASA 28/02/2019 Software Annual
Siem Offshore Inc 28/02/2019 Oil&Gas Services Irreg
StrongPoint ASA 28/02/2019 Software Annual
Subsea 7 SA 28/02/2019 Oil&Gas Services Annual
Thin Film Electronics ASA 28/02/2019 Computers None
Zalaris ASA 28/02/2019 Commercial Services Annual
Asetek A/S 05/03/2019 Computers Irreg
NextGenTel Holding ASA/Oslo No 05/03/2019 Telecommunications Irreg
Gyldendal ASA 07/03/2019 Media Annual
Wentworth Resources PLC 21/03/2019 Oil&Gas None
Atlantic Petroleum P/F 28/03/2019 Oil&Gas
Questerre Energy Corp 29/03/2019 Oil&Gas None
Salmones Camanchaca SA 31/03/2019 Food Irreg
Team Tankers International Ltd 19/04/2019 Transportation None
Oceanteam ASA 25/04/2019 Engineering&Construction None
Petrolia SE 25/04/2019 Oil&Gas None
RAK Petroleum PLC 30/04/2019 Oil&Gas None
Scottish Salmon Co Plc/The 30/04/2019 Food Irreg
Shelf Drilling Ltd 15/05/2019 Oil&Gas
Avocet Mining PLC 03/07/2019 Mining Irreg
EMAS Offshore Ltd Oil&Gas Services Irreg

Les også