mttssn research · Djupanalys · 2026-W140
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Rating
Observe
Riktkurs 24m
84.0 NOK
Intrinsiskt värde
80.0 NOK
Pris vid analys
89.2 NOK
Buffett-poäng
8/20

Klaveness Combination Carriers (KCC.OL) — 2026-W140

Analysis date: 2026-05-31 | Country: NO | Currency: USD

Recommendation Summary

FieldValue
RatingObserve
Intrinsic Value80.0 USD
24m Target84.0 USD
Price at Analysis89.2 USD
Buffett Score8/20
ROIC6.9%
Economic Profit-68.5M USD
Implied Upside (IV)-10.3%
VALUE DESTROYER: EP negative (-68.5M USD). ROIC 6.9% < WACC 8%.

0. Company Identification

Ticker: KCC.OL | Name: Klaveness Combination Carriers | Country: NO | Sector: Industrial/Commercial

1. What the Company Sells

Klaveness Combination Carriers operates in the Nordic market. ROIC 6.9% vs WACC 8% → EP -68.5M USD.

2. Who Pays and Why They Stay

Customers pay for products/services based on value proposition and brand strength.

3. Revenue Model

Revenue generated through product/service sales. Scalability and recurring revenue characteristics vary by segment.

4. Margin and Cash Mechanics

ROIC 6.9% vs WACC 8.0% → Economic Profit -68.5M USD.

5. Supply-side Dependencies

Raw materials, suppliers, distribution channels, and human capital.

6. Competitive Position

Moat strength: 1/5. Brand strength, technology, and customer relationships drive competitive advantage.

7. Growth Engine

Market penetration, geographic expansion, and product development.

8. Business Model Risks

Top risks: Cyclical demand, competitive pressure, raw material costs, macro exposure.

9. History, Management & ESG

Established Nordic industrial company with stable management.

10. Synthesis and Recommendation

Observe — Klaveness Combination Carriers: Marginal value creation, EP -68.5M, await better entry.


mttssn research · Klaveness Combination Carriers (KCC.OL) · 2026-W140 · 2026-05-31