mttssn research · Djupanalys · 2026-W95
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Rating
Observe
Riktkurs 24m
0.0 NOK
Intrinsiskt värde
0.0 NOK
Pris vid analys
333.0 NOK
Buffett-poäng
7/20

Skue Sparebank (SKUE.OL) — 2026-W95

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

Recommendation Summary

FieldValue
RatingObserve
Intrinsic ValueN/A
24m TargetN/A
Price at Analysis333.0 NOK
Buffett Score7/20
ROIC7.5%
Economic Profit-18.5M NOK
Implied Upside (IV)N/A
VALUE DESTROYER: EP negative (-18.5M NOK). ROIC 7.5% < WACC 8%.
Observe: Size/liquidity constraints, negative EP, pre-revenue stage, or data quality limitations.
Research history · this company (4 notes)
2026-W95 · 2026-05-31 · SKUE.OLviewingObserve · ROIC 8%Δ HOLD→Observe · LOW→low convSkue Sparebank: Kapitalförstörande, ROIC under WACC
2026-06-15 · 2026-06-15 · SKUE.OLHOLD · tgt 285 NOK2026-06-11 · 2026-06-11 · SKUE.OLHOLD · tgt 285 NOK2026-06-10 · 2026-06-10 · SKUE.OLHOLD · tgt 285 NOKfirst note

0. Company Identification

Ticker: SKUE.OL | Name: Skue Sparebank | Country: NO | Sector: Bank/Savings Bank

1. What the Company Sells

Skue Sparebank operates in the Nordic market. ROIC 7.5% vs WACC 8% → EP -18.5M NOK.

2. Who Pays and Why They Stay

Retail and corporate customers pay interest on loans and fees for financial services.

3. Revenue Model

Net interest income (NII) is the primary revenue driver, supplemented by fees and commissions.

4. Margin and Cash Mechanics

ROIC 7.5% vs WACC 8.0% → Economic Profit -18.5M NOK.

5. Supply-side Dependencies

Funding cost, credit quality (LLP), and regulatory capital requirements (CET1).

6. Competitive Position

Moat strength: 1/5. Geographic presence, customer loyalty, and local market share.

7. Growth Engine

Volume growth in mortgage and corporate portfolios plus interest rate environment.

8. Business Model Risks

Top risks: Credit risk, interest rate risk, Basel IV regulatory requirements, neobank competition.

9. History, Management & ESG

Conservative credit culture, stable dividend policy, CSRD reporting obligations.

10. Synthesis and Recommendation

Observe — Skue Sparebank: Marginal value creation, EP -18.5M, await better entry.


mttssn research · Skue Sparebank (SKUE.OL) · 2026-W95 · 2026-05-31