Vestas – Onshore Wind Turbine Outlook – 5 October 2021

  • Public Equity
  • Energy
  • Europe


Former Head at Vattenfall


  • Market demand outlook, land availability, power demand and grid capacity
  • Supply chain challenges, steel prices and cost pass-through
  • Product and service quality – Vestas (CPH: VWS) vs Siemens Gamesa (BME: SGRE) and other competitors
  • Service insourcing potential by wind farm operators and SG&A outlook


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