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    Casper Blom

    Research Analyst at Danske Bank

    Casper Blom is an Equity Analyst at Danske Bank, where he specializes in covering companies within Denmark's renewable energy and industrial sectors, including Vestas. With a reputation for thoughtful research and sector expertise, Blom contributes to analyst coverage that informs institutional investors across the Nordics. He began his career in financial analysis and has held his current position at Danske Bank since at least 2022. Blom maintains a strong track record for providing actionable insights, though specific performance rankings, investment returns, or securities licenses are not publicly disclosed.

    Casper Blom's questions to RCWLY leadership

    Casper Blom's questions to RCWLY leadership • Q3 2024

    Question

    Sought clarification on the implied Q4 margin guidance, which appears lower than the underlying performance of the previous year, and asked about the pricing pressure trends in Germany and France and the market outlook for those countries.

    Answer

    The conservative implied Q4 margin is purely due to caution regarding the unpredictability of December. The pricing pressure in Germany and France is not increasing; it's a difficult but stable situation. Both markets are included in the planned 2-3% price increase for next year. The market outlook for these countries shows some optimism but from a very low base.

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