EquinorがOrstedの株式9.8%を取得：今後の展開は?

レポート要約

EquinorはOrstedの株式9.8％を取得し、同株式の議決権を取得します。Equinorの株式保有による時価総額は約25億米ドルで、Orstedの第2位の株主となります。デンマーク政府は引き続き50.15％の株式を保有し、支配的株式を通じて引き続き筆頭株主となります。これは、Orstedと洋上風力発電セクターの将来性に対する強い信任を示す、Equinorによる興味深い買収劇です。

目次

エグゼクティブサマリー

• なぜ今Orstedなのか？
• なぜOrstedに近づくのか？
• Equinorが少数の株式を保有し続けることのデメリットは？
• これで終わりなのか？

Report Summary:

Equinor has acquired a 9.8% equity stake in Orsted and will receive the same share of votes. Equinor's holding has a market value of around US$2.5 billion and makes it the second largest shareholder in Orsted. The Danish State continues to hold 50.15% of the company's equity and will remain the largest shareholder through its controlling stake. This is an intriguing play by Equinor that provides a strong vote of confidence in Orsted and the prospects for the offshore wind sector.

Table of Contents

Executive summary

• Why orsted and why now?
• Why get closer to orsted?
• What are the possible downsides for Equinor retaining a small shareholding?
• Is this the end of the story?

Tables and charts

This report includes 2 images and tables including:

• Net commercial offshore wind portfolio: orsted and Equinor
• Offshore wind portfolio asset and market maturity