Norsk Hydro ASA

Norsk Hydro is an aluminium group based in Norway. Co. is engaged in the supply of aluminium and aluminium products. Co. supplies casthouse products, such as extrusion ingots, sheet ingots and foundry alloys. Co's customers are active in sectors such as the packaging, lithographic, building, automotive and transport sectors. In addition, Co. is engaged in the production of power in Norway. Its business is divided into six operating segments: Bauxite & Alumina, Primary Metal, Metal Markets, Rolled Products, and Energy and Other and Eliminations.
  • TickerNHY
  • ISINNO0005052605
  • ExchangeOslo Bors
  • SectorIndustrial Metals & Mining
  • CountryNorway

Analysts

Andrew Lane

Morningstar | Hydro's Low-Cost Position on the Aluminum Cost Curve Will Protect Profits Amid Lower Aluminum Prices

Norsk Hydro is a vertically integrated aluminum manufacturer that operates on the low end of the global cost curve for aluminum smelting. The company is engaged in every step of the aluminum production process, as it mines bauxite, refines alumina, smelts aluminum, and manufactures finished aluminum products. Key end markets include packaging, construction, automotive, and transportation.Hydro operates one of the world’s largest bauxite mines, as well as the world’s largest alumina refinery, both of which are in Brazil. Although roughly half of the company’s 2.1 million metric tons per year of...

Andrew Lane

Hydro's Low-Cost Position on the Aluminum Cost Curve Will Protect Profits Amid Lower Aluminum Prices

Hydro struggled in late-2018 as its vertically-integrated business model was challenged by a production embargo at its Alunorte alumina refinery. Having updated our valuation model, we now forecast lower near-term profits. The government-imposed Alunorte curtailment has remained in place longer than we previously expected and the negative impact on companywide profits has been larger than we anticipated. This represents a major missed opportunity for Hydro from a profit perspective, as alumina p...

Andrew Lane

Morningstar | Although We Expect Hydro's Production Embargo in Brazil To End Soon, Weak Margins Will Persist

Hydro struggled in late-2018 as its vertically-integrated business model was challenged by a production embargo at its Alunorte alumina refinery. Having updated our valuation model, we now forecast lower near-term profits. The government-imposed Alunorte curtailment has remained in place longer than we previously expected and the negative impact on companywide profits has been larger than we anticipated. This represents a major missed opportunity for Hydro from a profit perspective, as alumina prices remain elevated. Our fair value estimate falls to $34 per share from $37. Our no-moat rating i...

Andrew Lane

Morningstar | Although We Expect Hydro's Production Embargo in Brazil To End Soon, Weak Margins Will Persist. See Updated Analyst Note from 07 Feb 2019

Hydro struggled in late-2018 as its vertically-integrated business model was challenged by a production embargo at its Alunorte alumina refinery. Having updated our valuation model, we now forecast lower near-term profits. The government-imposed Alunorte curtailment has remained in place longer than we previously expected and the negative impact on companywide profits has been larger than we anticipated. This represents a major missed opportunity for Hydro from a profit perspective, as alumina prices remain elevated. Our fair value estimate falls to $34 per share from $37. Our no-moat rating i...

Andrew Lane

Although We Expect Hydro's Production Embargo in Brazil To End Soon, Weak Margins Will Persist

Hydro struggled in late-2018 as its vertically-integrated business model was challenged by a production embargo at its Alunorte alumina refinery. Having updated our valuation model, we now forecast lower near-term profits. The government-imposed Alunorte curtailment has remained in place longer than we previously expected and the negative impact on companywide profits has been larger than we anticipated. This represents a major missed opportunity for Hydro from a profit perspective, as alumina p...

1 director bought

A director at Norsk Hydro ASA bought 20,000 shares at 45.540NOK and the significance rating of the trade was 69/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of bo...

Christoffer Wang Bjørnsen ...
  • Eivind Sars Veddeng
  • Håkon Astrup
  • Jesper Ingildsen
  • Jon Masdal
  • Karl-Johan Bonnevier
  • Marius Knudssøn
  • Martin Hoang Nguyen
  • Niclas Gehin
  • Ole Martin Westgaard
  • Ole-Andreas Krohn
  • Simen Mortensen

Northern Lights

Eivind Sars Veddeng ...
  • Karl-Johan Bonnevier
  • Mattias Montgomery
  • Ole-Andreas Krohn
  • Rune Majlund Dahl

Northern Lights

Alexander Aukner ...
  • Antti Kansanen
  • Christer Magnergård
  • Christoffer Wang Bjørnsen
  • Eivind Sars Veddeng
  • Håkon Astrup
  • Helge André Martinsen
  • Joachim Gunell
  • Jon Masdal
  • Jørgen Lian
  • Karl-Johan Bonnevier
  • Marius Knudssøn
  • Martin Arnell
  • Martin Hoang Nguyen
  • Martin Huseby Karlsen
  • Mattias Holmberg
  • Mattias Montgomery
  • Niclas Gehin
  • Nicolai Farstad Olsen
  • Nicolas McBeath
  • Nicolay Dyvik
  • Ole Martin Westgaard
  • Ole-Andreas Krohn
  • Olof Larshammar
  • Rune Majlund Dahl
  • Simen Mortensen

Northern Lights

Antti Kansanen ...
  • Christer Magnergård
  • Eivind Sars Veddeng
  • Helge André Martinsen
  • Karl-Johan Bonnevier
  • Marius Knudssøn
  • Martin Arnell
  • Martin Huseby Karlsen
  • Niclas Gehin
  • Nicolay Dyvik
  • Ole-Andreas Krohn
  • Patrik Ling

Improving sales mix in H2

Christoffer Wang Bjørnsen ...
  • Eivind Sars Veddeng
  • Helge André Martinsen
  • Jon Masdal
  • Martin Huseby Karlsen
  • Niclas Gehin
  • Ole-Andreas Krohn
  • Rune Majlund Dahl

Northern Lights

Nurhayati Wan

Norsk Hydro

Nurhayati Wan

Norsk Hydro

Nurhayati Wan

Norsk Hydro

Nurhayati Wan

Norsk Hydro

Nurhayati Wan

Norsk Hydro

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Norsk Hydro ASA (NHY) - Power - Deals and Alliances Profile

Summary Norsk Hydro ASA (Hydro) is a global supplier of aluminum and an electricity producer. Its operations span the value chain, from bauxite extraction to the production of rolled and extruded aluminum products and building systems. Its portfolio of products include bauxite, alumina, extrusion ingots, foundry alloys, sheet and remelt ingots, wire rods, foil for technical applications, and strips and sheets for litho, renewable energy, packaging, transport, heat exchangers, distributors and industrial applications. The company also owns and operates hydro power plants. It generates electric...

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Norsk hydro – Proxinvest Corporate Governance Rating ® : B

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