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HAV Group

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HAV

Euronext Growth Oslo

Alternative Energy

Energy

HAV Group operates in the energy and manufacturing industries. The company works with the development of energy solutions for the maritime industry. The product portfolio is broad and includes systems for hydrogen energy and ballast management. In addition to the main business, aftermarket service, support and maintenance are offered. Operations are held on a global level, with the largest presence in Scandinavia. The HAV Group was founded in 2021.

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Market cap
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Turnover
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Revenue
EBIT %
P/E
Dividend yield-%
Financial calendar
27.5.
2026

General meeting '26

28.5.
2026

Interim report Q1'26

27.8.
2026

Interim report Q2'26

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The news flow related to Nvidia has been exceptionally strong recently: TSM March 45.2% YoY and 30.7% MoM, Q1 35.1% - driven by AI demand, which is expected to continue growing ASML raised its 2026 revenue forecast from $42B to $47B - CEO Fouquet: “Demand for chips is outpacing supply...
4/19/2026, 5:14 PM
by Roope K
15
Yes. That article by the portfolio builder is good and made me think more. The macro situation always affects stock valuations. Nvidia’s stock valuation has been weighed down by other factors besides the Iran conflict. Almost all analysts give buy recommendations because their cash...
3/29/2026, 9:34 AM
by karhulalainen
15
This 2.5-hour treat dropped a few minutes ago. I haven’t had time to listen to the interview, of course, but with Lex Friedman’s quality, this is guaranteed to be top-notch stuff:
3/23/2026, 4:55 PM
by Roope K
14
True, this is exactly what the market is pricing in! Nvidia’s P/E roughly implies 35% annualized growth for the next 5 years, assuming current profitability is maintained with a 10% WACC and 0% growth thereafter. In other words, with this rough calculation, the market is pricing ...
3/19/2026, 8:27 AM
by Roope K
12
I don’t know what those figures are, but they’re missing quite a lot of dollars. Based on the guidance from GTC, Blackwell and Rubin alone will bring in those 2025A, 2026E, and 2027E revenues. On top of that, you should also calculate from the data center: racks, storage, and parts...
3/21/2026, 2:19 PM
by Roope K
11
Nvidia’s valuation levels are starting to be quite reasonable
3/21/2026, 11:22 AM
by Sergio
11
Analysts apparently don’t trust the promised figures. Or they are slow to update the information.
3/21/2026, 5:16 PM
by Sergio
7
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