Vestas Shares Look Undervalued as Outlook Turns Increasingly Positive -- Market Talk

Dow Jones

2025/12/10

1351 GMT - Vestas faces an improved outlook for onshore wind operations, with stronger margins, higher free cash flow, and the potential for greater capital return, Kepler Cheuvreux's William Mackie writes. "We see no clear negative drivers in the short term, assess the upside relative to consensus as good and believe the valuation is 30% below potential." The bank says that execution in onshore, pricing and order-book development now exceed previous expectations. Installations in the U.S. are expected to increase in 2026-27, while a faster installation pace in Germany drives Europe. In addition, underlying conditions in the service business are stabilizing. The bank upgrades Vestas stock to buy from reduce and raises its target price to 200 Danish kroner from 100 kroner. Shares rise 4.2% to 167.25 kroner. (dominic.chopping@wsj.com)

(END) Dow Jones Newswires

December 10, 2025 08:54 ET (13:54 GMT)

應版權方要求，你需要登入查看該內容

登入 / 註冊

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

熱議股票

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hant/news/2590580476"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2590580476\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2590580476?lang=zh_TW&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-12-10 21:54","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2590580476","market":"other","top_or_hot":-1,"title":"Vestas Shares Look Undervalued as Outlook Turns Increasingly Positive -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1351 GMT - Vestas faces an improved outlook for onshore wind operations, with stronger margins, higher free cash flow, and the potential for greater capital return, Kepler Cheuvreux's William Mackie writes. \"We see no clear negative drivers in the short term, assess the upside relative to consensus as good and believe the valuation is 30% below potential.\" The bank says that execution in onshore, pricing and order-book development now exceed previous expectations. Installations in the U.S. are expected to increase in 2026-27, while a faster installation pace in Germany drives Europe. In addition, underlying conditions in the service business are stabilizing. The bank upgrades Vestas stock to buy from reduce and raises its target price to 200 Danish kroner from 100 kroner. Shares rise 4.2% to 167.25 kroner. (dominic.chopping@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  December 10, 2025 08:54 ET (13:54 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Vestas Shares Look Undervalued as Outlook Turns Increasingly Positive -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nVestas Shares Look Undervalued as Outlook Turns Increasingly Positive -- Market Talk\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time smaller\">2025-12-10 21:54</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1351 GMT - Vestas faces an improved outlook for onshore wind operations, with stronger margins, higher free cash flow, and the potential for greater capital return, Kepler Cheuvreux's William Mackie writes. \"We see no clear negative drivers in the short term, assess the upside relative to consensus as good and believe the valuation is 30% below potential.\" The bank says that execution in onshore, pricing and order-book development now exceed previous expectations. Installations in the U.S. are expected to increase in 2026-27, while a faster installation pace in Germany drives Europe. In addition, underlying conditions in the service business are stabilizing. The bank upgrades Vestas stock to buy from reduce and raises its target price to 200 Danish kroner from 100 kroner. Shares rise 4.2% to 167.25 kroner. (dominic.chopping@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  December 10, 2025 08:54 ET (13:54 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"VWDRY","symbol_name":"Vestas Wind Systems A/S","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2590580476","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2590580476","pubTimestamp":1765374840,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1351 GMT - Vestas faces an improved outlook for onshore wind operations, with stronger margins, higher free cash flow, and the potential for greater capital return, Kepler Cheuvreux's William Mackie writes. \"We see no clear negative drivers in the short term, assess the upside relative to consensus as good and believe the valuation is 30% below potential.\" The bank says that execution in onshore, pricing and order-book development now exceed previous expectations. Installations in the U.S. are expected to increase in 2026-27, while a faster installation pace in Germany drives Europe. In addition, underlying conditions in the service business are stabilizing. The bank upgrades Vestas stock to buy from reduce and raises its target price to 200 Danish kroner from 100 kroner. Shares rise 4.2% to 167.25 kroner. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"VWDRY":"Vestas Wind Systems A/S","BK4182":"重型电气设备"},"translate_title":"随着前景变得越来越积极，维斯塔斯股价看起来被低估——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"VWDRY":0.9},"content_text":"1351 GMT - Vestas faces an improved outlook for onshore wind operations, with stronger margins, higher free cash flow, and the potential for greater capital return, Kepler Cheuvreux's William Mackie writes. \"We see no clear negative drivers in the short term, assess the upside relative to consensus as good and believe the valuation is 30% below potential.\" The bank says that execution in onshore, pricing and order-book development now exceed previous expectations. Installations in the U.S. are expected to increase in 2026-27, while a faster installation pace in Germany drives Europe. In addition, underlying conditions in the service business are stabilizing. The bank upgrades Vestas stock to buy from reduce and raises its target price to 200 Danish kroner from 100 kroner. Shares rise 4.2% to 167.25 kroner. (dominic.chopping@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  December 10, 2025 08:54 ET (13:54 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}