View 
FILTERS (0)
* Not connected to ResearchPool

MORE FILTERS

  
reports
ABGSC Telecom Equipment Research ... (+3)
  • ABGSC Telecom Equipment Research
  • Daniel Thorsson
  • Simon Granath
ABGSC Telecom Equipment Research ... (+3)
  • ABGSC Telecom Equipment Research
  • Daniel Thorsson
  • Simon Granath
ABGSC Telecom Equipment Research ... (+3)
  • ABGSC Telecom Equipment Research
  • Daniel Thorsson
  • Simon Granath
ABGSC Telecom Equipment Research ... (+3)
  • ABGSC Telecom Equipment Research
  • Daniel Thorsson
  • Simon Granath
ABGSC Telecom Equipment Research ... (+3)
  • ABGSC Telecom Equipment Research
  • Daniel Thorsson
  • Simon Granath
ABGSC Telecom Equipment Research ... (+3)
  • ABGSC Telecom Equipment Research
  • Daniel Thorsson
  • Simon Granath
ABGSC Telecom Equipment Research ... (+3)
  • ABGSC Telecom Equipment Research
  • Daniel Thorsson
  • Simon Granath
Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Simon Granath

Ovzon - Tick-tock goes the launching clock

Solid Q3 numbers, largely in line with forecasts Raised sales ests., but ‘23e EBIT -13% on higher opex Ovzon-3 launch is looming (Dec’22-Feb’23)

Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Simon Granath

Ovzon - ABGSC’s Investor Days feedback

We hosted a presentation with CEO Per Norén today Ovzon’s offering seems more relevant than ever Ovzon-3 is set to be launched in Dec’22-Feb’23

Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Simon Granath

Ovzon - Positive growth trend continues

Sales of SEK 78m (ABGSCe SEK 74m), up 135% y-o-y ‘22e sales up 4% on higher leased capacity sales Ovzon-3 to be launched in Dec’22-Feb’22

Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Simon Granath

Ovzon - Good start to 2022, with strong terminals sales

Adj. Q1 sales +79% q-o-q and +45% vs. ABGSCe… …but lower gross margins than expected Ovzon-3 to be launched late 2022 – 5x ‘24e EV/EBIT

Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Simon Granath

Ovzon - Multiple impacts from supply-side disruptions

Adj. Q4 sales +13% q-o-q, but -15% vs. ABGSCe ’23e sales cut by 42% due to the postponed launch Delayed Ovzon-3 launch does not mean any lost sales

Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Simon Granath

Ovzon - A late but welcome Christmas present

USD 9.8m order from the Italian Fire and Rescue Service Diversifies its revenue streams and validates its service We raise ’22e sales by 12%

Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Simon Granath

Ovzon - Sales starting to return to pre-COVID levels

Sales of SEK 48m, +44% q-o-q and 3% above ABGSCe Small estimate changes for ‘22e-‘23e 8x EV/EBIT on ‘23e, and 5x EV/EBIT on ‘24e

Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Simon Granath

Ovzon - Slow quarter, but we remain positive for H2

Q2 sales of SEK 33m, -11% q-o-q and -22% vs. ABGSCe ‘22e sales cut by 39% due to the postponed launch Delayed Ovzon-3 launch does not mean any lost sales

Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Simon Granath

Ovzon - Delayed launch of Ovzon-3

Supply chain disruptions affecting the Ovzon-3 timeline New launch slot in Q2’22 – operational satellite in Q4’22 Q2 results due tomorrow

Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Simon Granath

Ovzon - Greater confidence in improved sales in H2

Sales +10% q-o-q, to SEK 37m (ABGSCe SEK 37m) We take a more conversative view on Ovzon-3 sales… …but leave ‘23e forecasts largely unchanged

Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Simon Granath

Ovzon - Well-placed to achieve improved sales

Sales -49% y-o-y, hurt by lower utilisation We expect sales growth in ’21e, but lower our forecasts Ovzon is well-placed for growth

Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Simon Granath

Ovzon - Leased capacity sales set to grow in 2021e

Q3 results relatively in line with our forecasts Ovzon-3 project appears to be well on track 6x 2022e EV/EBIT, driven by Ovzon-3 sales

Loading...
New interest

Save your current filters as a new Interest

Please enter a name for this interest

Email alerts

Would you like to receive real-time email alerts when a new report is published under this interest?

Save This Search

These search results will show up under 'Saved searches' in the left panel

Please enter a name for this saved search

ResearchPool Subscriptions

Get the most out of your insights

Get in touch