Danske Bank har mod betaling udarbejdet denne analyse af Vestas:
Following Vestas’ two-tranche EUR1bn sustainability linked bond (SLB) issuance earlier this month, we resume our coverage of Vestas. We continue to see Vestas as a strong player in wind turbine manufacturing; however, it remains under short-term pressure due to weak margins amid cost inflation. We think that its strong credit metrics will enable it to weather the storm without problems and we think that the competitive landscape could be improving on the back of the current earnings turmoil in the industry. Vestas’ SLB bonds are trading at fair levels with the long end offering most relative value. We resume coverage on Vestas with a Marketweight recommendation.
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