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Oscar Rönnkvist ... (+2)
  • Oscar Rönnkvist
  • Simon Jönsson
PREMIUM
ACROUD NET GAMING

Acroud - Terminating coverage

ABGSC ceases coverage of Acroud HOLD is our final recommendation SEK 1.9 is our final target price

03/21/22 March 21, 2022 1 EN
Oscar Rönnkvist ... (+2)
  • Oscar Rönnkvist
  • Simon Jönsson
PREMIUM
ACROUD NET GAMING

Acroud - Continued margin pressure

Sales were in line – material miss on margins Negative EBIT revisions as costs remain high TP down to SEK 1.9 (3.2), retain HOLD – look elsewhere

02/18/22 February 18, 2022 1 EN
Oscar Rönnkvist ... (+2)
  • Oscar Rönnkvist
  • Simon Jönsson
PREMIUM
GIG Gaming Innovati...
A114S0 KAMBI GROUP ... (+8)

Sector Fast Comment - Heads up – change of lead analyst

The sector is currently heavy on news We wish to announce our transfer in coverage Q4’21 and ICE conference in Feb 2022 next events

GIG GAMING INNOVATION GROUP
A114S0 KAMBI GROUP
KIND SDB KINDRED GROUP PLC SHS SWEDISH DEPOSITORY RECEIPTS
CTM CATENA MEDIA
BETSB BETSSON
EVO EVOLUTION GAMING GROUP AB
BETCO BETTER COLLECTIVE A/S
ACROUD NET GAMING
12/03/21 December 3, 2021 1 EN
Erik Moberg ... (+2)
  • Erik Moberg
  • Oscar Rönnkvist
PREMIUM
ACROUD NET GAMING

Acroud - Investments burdening the bottom line

Organic growth continues to be a question mark No major changes to outlook HOLD rating intact – look elsewhere

11/11/21 November 11, 2021 10 EN
Erik Moberg
  • Erik Moberg
PREMIUM
ACROUD NET GAMING

Acroud - Potential for return of organic growth in H2

Continued sequential improvements No major changes to outlook HOLD rating intact, TP of SEK 3.2 unchanged

08/24/21 August 24, 2021 11 EN
Erik Moberg
  • Erik Moberg
PREMIUM
ACROUD NET GAMING

Acroud - Sequential improvements

Y-o-y headwinds persist Positive revisions HOLD reiterated, new TP SEK 3.2 (2.9)

05/20/21 May 20, 2021 11 EN
Erik Moberg
  • Erik Moberg
PREMIUM
ACROUD NET GAMING

Acroud - On the M&A train

Y-o-Y headwinds due to Netherlands M&A in the pipeline We stick to HOLD, TP unchanged at SEK 2.9

02/19/21 February 19, 2021 10 EN
Erik Moberg
  • Erik Moberg
PREMIUM
ACROUD NET GAMING

Acroud - In line with pre-announcement

Underwhelming performance… …but growth initiatives have been initiated We stick to HOLD, better risk/reward elsewhere

11/05/20 November 5, 2020 11 EN
Bengt Jonassen ... (+8)
  • Bengt Jonassen
  • Erik Moberg
  • Fredrik Ivarsson
  • Jan Erik Gjerland
  • Jannick Lindegaard Denholt
  • Laurits Kjærgaard
  • Mads Thinggaard
  • Martin Melbye
PREMIUM
PNDORA PANDORA A/S
LUN H. LUNDBECK A/S ... (+10)

Talking Points - Pandora (Hold): Headwinds on the horizon

H+H International (Buy) (Post-result): Negotiating from a position of strength Q2 numbers due on 18 August More evidence of sustained turnaround needed

PNDORA PANDORA A/S
LUN H. LUNDBECK A/S
HH H&H INTERNATIONAL
NOFI NORWEGIAN FINANS HOLDING ASA
SPNO SPAR NORD BANK AS
VEI VEIDEKKE ASA
CTM CATENA MEDIA
HOLM B HOLMEN AB CLASS B
ACROUD NET GAMING
KOMP KOMPLETT BANK ASA
08/14/20 August 14, 2020 5 EN
Erik Moberg
  • Erik Moberg
PREMIUM
ACROUD NET GAMING

Acroud - Underlying improvements

Improving sequentially… …but challenging ‘H2 awaits HOLD rating intact, long-term outlook unchanged

08/13/20 August 13, 2020 10 EN
Casper Blom ... (+10)
  • Casper Blom
  • Erik Moberg
  • Jan Erik Gjerland
  • Jonas Bru Lien
  • Laurits Kjærgaard
  • Mads Thinggaard
  • Øystein Elton Lodgaard
  • Peter Kurt Nielsen
  • Stefan Knutsson
  • Victor Forssell
PREMIUM
MAERSK B A.P. Moller - M...
TOM TOMRA Systems A... ... (+11)

Talking Points - Tomra (Hold): Earnings momentum set to increase

AP Møller Maersk (Hold) Post-results: Blindfolded guidance Improved earnings momentum ̶ Q1 likely to be solid Rating up to HOLD (Sell); TP up to NOK 340 (185)

MAERSK B A.P. MOLLER - MAERSK A/S CLASS B
TOM TOMRA SYSTEMS ASA
SCHO SCHOUW & CO A/S
VJBA VESTJYSK BANK A/S
NOFI NORWEGIAN FINANS HOLDING ASA
TIGO SDB MILLICOM INTERNATIONAL CELLULAR SA SWEDISH DEPOSITORY RECEIPT
EKTA B ELEKTA AB CLASS B
B2H B2HOLDING ASA
CTM CATENA MEDIA
ENG INTERNATIONELLA ENGELSKA SKOLAN I SVERIGE HOLDINGS II AB
ACROUD NET GAMING
02/21/20 February 21, 2020 5 EN
Erik Moberg
  • Erik Moberg
PREMIUM
ACROUD NET GAMING

Net Gaming Europe - Another underwhelming quarter in the books

Continued headwinds… …with questions regarding US growth We stick to HOLD, TP SEK 3.4

02/20/20 February 20, 2020 10 EN
Bengt Jonassen ... (+8)
  • Bengt Jonassen
  • Casper Blom
  • Erik Moberg
  • Jan Erik Gjerland
  • Jannick Lindegaard Denholt
  • Lukas Daul
  • Mattias Ehrenborg
  • Petter Nystrøm
PREMIUM
DEMANT DEMANT A/S
BELCO BELSHIPS ASA ... (+9)

Talking Points - Demant (Hold): Not bowing for any ransom

Catena Media (Buy) Post-results comment: Reassuring US performance Reassuring FY’19 guidance in the wake of the IT incident Time for a breather, HOLD (Buy); TP of DKK 204 (189)

DEMANT DEMANT A/S
BELCO BELSHIPS ASA
OLT OLAV THON EIENDOMSSELSKAP ASA
SBANK SBANKEN
CTM CATENA MEDIA
NLFSK NILFISK HOLDING A/S
ACROUD NET GAMING
FKRFT FJORDKRAFT HOLDING ASA
JETPAK JETPAK TOP HOLDING
11/19/19 November 19, 2019 5 EN
Erik Moberg ... (+2)
  • Erik Moberg
  • Victor Forssell
PREMIUM
ACROUD NET GAMING

Net Gaming Europe - Another lacklustre quarter

No improvements q-o-q… …with an uncertain outlook in the US HOLD rating intact, TP down to SEK 3.4 (3.8)

11/14/19 November 14, 2019 10 EN
André Thormann ... (+9)
  • André Thormann
  • Casper Blom
  • Erik Moberg
  • Fredrik Ivarsson
  • Jan Erik Gjerland
  • John Olaisen
  • Lukas Daul
  • Mads Thinggaard
  • Morten Raunholt Eismark
PREMIUM
SAMPO Sampo Oyj Class...
ISS ISS A/S ... (+10)

Talking Points - Wallenius Wilhelmsen ASA (Hold): Showing resilience i...

Sampo (Buy) Post-results comment: Premiums run fast, but so does claims inflation Generating FCF despite a challenging market Up to HOLD (Sell), TP NOK 25 (28)

SAMPO SAMPO OYJ CLASS A
ISS ISS A/S
DNORD S NORDEN A/S
COLUM COLUMBUS A/S
PLCS POLARCUS LIMITED
WAWI WALLENIUS WILHELMSEN LOGISTICS ASA
BMAX BYGGMAX GROUP AB
NETC NETCOMPANY GROUP A/S
ACROUD NET GAMING
DJS DEN JYSKE SPAREKASSE A/S
11/07/19 November 7, 2019 5 EN
Erik Moberg ... (+2)
  • Erik Moberg
  • Victor Forssell
PREMIUM
ACROUD NET GAMING

Net Gaming Europe - Seeing is believing

No growth in sight… …with negative revisions Down to HOLD (Buy), TP SEK 3.8 (6)

11/06/19 November 6, 2019 9 EN
Bengt Jonassen ... (+8)
  • Bengt Jonassen
  • Casper Blom
  • Erik Moberg
  • Ludvig Kapanen
  • Mads Thinggaard
  • Martin Melbye
  • Morten Raunholt Eismark
  • Petter Nystrøm
PREMIUM
SOLON Solon Eiendom A...
VWS Vestas Wind Sys... ... (+14)

Talking Points - Spar Nord (Buy): Doing better than most peers

ISS (Buy) Post-results: Busy autumn ahead Positioned at the better end of the Danish banking sector We upgrade to BUY (Hold); TP up to DKK 63 (62)

SOLON SOLON EIENDOM ASA
VWS VESTAS WIND SYSTEMS A/S
ISS ISS A/S
CARL B CARLSBERG A/S CLASS B
MAERSK B A.P. MOLLER - MAERSK A/S CLASS B
SBO SELVAAG BOLIG AS
SPNO SPAR NORD BANK AS
VEI VEIDEKKE ASA
ARCUS ARCUS ASA
NKT NKT A/S
HOLM B HOLMEN AB CLASS B
BOOZT BOOZT AB
GLOBAL GLOBAL GAMING 555 AB
ACROUD NET GAMING
08/16/19 August 16, 2019 7 EN
Erik Moberg ... (+2)
  • Erik Moberg
  • Victor Forssell
PREMIUM
ACROUD NET GAMING

Net Gaming Europe - Q2 performance in-line with expectations

Regulatory headwinds and tough comparables ’20e and beyond holds our attention BUY-rating intact, TP of SEK 6

08/15/19 August 15, 2019 11 EN
Anders Idborg ... (+5)
  • Anders Idborg
  • Derek Laliberté
  • Erik Moberg
  • Jannick Lindegaard Denholt
  • Mads Thinggaard
PREMIUM
METSO NELES OYJ
ALK B ALK-abello A/S ... ... (+8)

Talking Points - ALK-Abello (Sell): Waiting for the allergies to kick ...

Global Gaming 555 (Hold) Preview of results: Escalating uncertainty Still a matter of long-term tablet penetration in the US Change to SELL (Hold), 12m TP up to DKK 1342 (1200)

METSO NELES OYJ
ALK B ALK-ABELLO A/S CLASS B
RILBA RINGKJOEBING LANDBOBANK A/S
AMBU B AMBU A/S CLASS B
EPI A EPIROC AB CLASS A
GLOBAL GLOBAL GAMING 555 AB
STORY B STORYTEL AB
ACROUD NET GAMING
08/08/19 August 8, 2019 6 EN
Erik Moberg
  • Erik Moberg
PREMIUM
A114S0 KAMBI GROUP
KIND SDB Kindred Group p... ... (+4)

Sector Fast Comment - June numbers from New Jersey out

As expected, total handle down m-o-m FanDuel and DraftKings remain the indisputable leaders Outlook remains intriguing

A114S0 KAMBI GROUP
KIND SDB KINDRED GROUP PLC SHS SWEDISH DEPOSITORY RECEIPTS
CTM CATENA MEDIA
ACROUD NET GAMING
07/14/19 July 14, 2019 5 EN
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