Erria (One-pager): Potential guidance upgrade if first half 2023 results are replicated in second half

Following the H1 2023 report from Erria in August, we have updated the investment case one-pager.

Looking short-term, Erria could upgrade its 2023 guidance, as Erria will reach above its 2023 guidance range if the results from H1 2023 are replicated in H2 2023. This is supported by Erria’s track record of several guidance upgrades in 2022.

Erria is a shipping and marine services conglomerate with operations in Denmark, Vietnam, and Singapore. Erria runs an asset-light business where it, among other things, operates and manages charter vessels on behalf of large blue-chip clients, and offers container storage and services for shipping and logistics companies operating in Vietnam. 

The one-pager introduces the company, builds understanding around the investment case in Erria, and highlights key investment risks, key investment reasons, as well as showcasing Erria’s relative valuation.

Disclaimer: HC Andersen Capital receives payment from Erria for a DigitalIR/corporate visibility subscription agreement. /Kasper Lihn 16:30, 13 September 2023.