reports
- ABGSC Capital Goods Research
- Anders Idborg
- Karl Bokvist
- Olof Cederholm
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Change in number of shares and votes in HMS Networks
Change in number of shares and votes in HMS Networks As previously announced, HMS Networks has carried out a directed share issue. The directed share issue has resulted in a change in the number of shares and votes in HMS Networks. Prior to the directed share issue, the total number of shares in HMS Networks amounted to 46,818,868, corresponding to 46,818,868 votes. The number of shares and votes has as a result of the directed share issue increased by 3,500,000. As of April 30, 2024, the total number of shares in HMS Networks amounts to 50,318,868, corresponding to 50,318,868 votes.1 ...
Förändring av antalet aktier och röster i HMS Networks
Förändring av antalet aktier och röster i HMS Networks HMS Networks har som tidigare offentliggjorts genomfört en riktad nyemission av aktier. Emissionen har resulterat i en förändring av antalet aktier och röster i HMS Networks. Före emissionen fanns sammanlagt 46 818 868 aktier i HMS Networks, motsvarande 46 818 868 röster. Antalet aktier och röster har genom emissionen ökat med 3 500 000. Per den 30 april 2024 finns det sammanlagt 50 318 868 aktier i HMS Networks, motsvarande 50 318 868 röster.1 För mer information, vänligen kontakta:Staffan Dahlström, VD HMS, ...
- Aurore Tigerschiöld
Lyko Group (Sell, TP: SEK95.00) - Stretched balance sheet
Following the Q1 report, we believe Lyko will not only have to make more substantial progress in balancing growth and cost control, but also consider new funding options more seriously. With financial expenses eating up earnings, its current debt position, and stretched balance sheet (net debt/EBITDA c4.6x), we have downgraded to SELL (HOLD) and cut our target price to SEK95 (128).
HMS Networks AB: 1 director
A director at HMS Networks AB bought 625 shares at 400.000SEK and the significance rating of the trade was 52/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly...
- Douglas Lindahl
Hexpol (Hold, TP: SEK140.00) - Smooth operator
Despite weaker organic growth than we had expected, Q1 had strong cost control and solid margins. We have raised our 2024–2026e adj. EBIT by c1% on average, having become more positive on margins. We reiterate our HOLD and SEK140 target price, continuing to see risk/reward as fairly balanced.
- ABGSC Retail Research
- Benjamin Wahlstedt
- Fredrik Ivarsson
- Aurore Tigerschiöld
Lyko Group (Hold, TP: SEK128.00) - Gross margin trend still negative
The Q1 report was weak, with the gross margin down c120bp YOY, a net loss, and a higher-than-expected net debt/EBITDA (incl. IFRS 16) of c4.6x. We expect consensus 2024–2025e EBIT to come down by c2–4% and net profit by c20–30%. We believe a negative share price reaction is warranted today.
- ABGSC Retail Research
- Benjamin Wahlstedt
- Fredrik Ivarsson
Resolutions at the Annual General Meeting in HMS Networks
Resolutions at the Annual General Meeting in HMS Networks HMS Networks AB (publ) held its Annual General Meeting on April 23, 2024. The Meeting resolved in favour of all matters in accordance with the proposals of the Board of Directors and the Nomination Committee. The main contents of the most important resolutions are described below. ALLOCATION OF EARNINGSThe Annual General Meeting resolved to approve the Board's proposed dividend of SEK 4.40 per share. The record date for the dividend was set to be April 25, 2024. The dividend is expected to be distributed by Euroclea...
Beslut vid årsstämman i HMS Networks
Beslut vid årsstämman i HMS Networks HMS Networks AB (publ) har den 23 april 2024 hållit årsstämma. I samtliga ärenden beslutade stämman i enlighet med styrelsens och valberedningens förslag. I det följande redogörs för de viktigaste beslutens huvudsakliga innehåll. VINSTDISPOSITIONÅrsstämman beslutade att bifalla styrelsens förslag om utdelning med 4,40 kr per aktie. Som avstämningsdag för utdelning fastslogs den 25 april 2024. Utdelning beräknas därmed att utsändas genom Euroclear Swedens försorg den 30 april 2024. FASTSTÄLLANDE AV RESULTAT- OCH BALANSRÄKNING OCH ANS...
HMS Networks completes a placement of 3,500,000 shares, raising procee...
HMS Networks completes a placement of 3,500,000 shares, raising proceeds of SEK 1,400 million NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION, IN WHOLE OR IN PART, DIRECTLY OR INDIRECTLY, IN OR INTO THE UNITED STATES (INCLUDING ITS TERRITORIES AND POSSESSIONS, ANY STATE OF THE UNITED STATES AND THE DISTRICT OF COLUMBIA), AUSTRALIA, CANADA, JAPAN, SOUTH AFRICA, OR ANY OTHER JURISDICTION IN WHICH THE RELEASE, PUBLICATION OR DISTRIBUTION WOULD BE UNLAWFUL OR REQUIRE REGISTRATION OR ANY OTHER MEASURES. THIS ANNOUNCEMENT IS NOT A PROSPECTUS AND DOES NOT CONSTITUTE AN OFFER TO SELL OR THE SOLI...
HMS Networks har genomfört en riktad nyemission av 3 500 000 aktier oc...
HMS Networks har genomfört en riktad nyemission av 3 500 000 aktier och tillförs 1 400 miljoner SEK INTE AVSETT FÖR, OCH FÅR INTE, OFFENTLIGGÖRAS, PUBLICERAS ELLER DISTRIBUERAS, HELT ELLER DELVIS, DIREKT ELLER INDIREKT, INOM ELLER TILL USA (INNEFATTANDE DESS TERRITORIER OCH BESITTNINGAR, VARJE STAT I USA SAMT DISTRICT OF COLUMBIA), AUSTRALIEN, KANADA, JAPAN, SYDAFRIKA ELLER NÅGON ANNAN JURISDIKTION DÄR OFFENTLIGGÖRANDE, PUBLICERING ELLER DISTRIBUTION VORE OLAGLIG ELLER KRÄVA REGISTRERING ELLER ANDRA ÅTGÄRDER. DETTA PRESSMEDDELANDE UTGÖR INTE NÅGOT PROSPEKT OCH UTGÖR INTE NÅGOT ERBJUDANDE A...
HMS Networks explores the conditions to carry out a directed share iss...
HMS Networks explores the conditions to carry out a directed share issue of approximately SEK 1,400 million NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION, IN WHOLE OR IN PART, DIRECTLY OR INDIRECTLY, IN OR INTO THE UNITED STATES (INCLUDING ITS TERRITORIES AND POSSESSIONS, ANY STATE OF THE UNITED STATES AND THE DISTRICT OF COLUMBIA), AUSTRALIA, CANADA, JAPAN, SOUTH AFRICA, OR ANY OTHER JURISDICTION IN WHICH THE RELEASE, PUBLICATION OR DISTRIBUTION WOULD BE UNLAWFUL OR REQUIRE REGISTRATION OR ANY OTHER MEASURES. THIS ANNOUNCEMENT IS NOT A PROSPECTUS AND DOES NOT CONSTITUTE AN OFFER TO SE...
HMS Networks utreder förutsättningarna för att genomföra en riktad nye...
HMS Networks utreder förutsättningarna för att genomföra en riktad nyemission av aktier om cirka 1 400 miljoner SEK INTE AVSETT FÖR, OCH FÅR INTE, OFFENTLIGGÖRAS, PUBLICERAS ELLER DISTRIBUERAS, HELT ELLER DELVIS, DIREKT ELLER INDIREKT, INOM ELLER TILL USA (INNEFATTANDE DESS TERRITORIER OCH BESITTNINGAR, VARJE STAT I USA SAMT DISTRICT OF COLUMBIA), AUSTRALIEN, KANADA, JAPAN, SYDAFRIKA ELLER NÅGON ANNAN JURISDIKTION DÄR OFFENTLIGGÖRANDE, PUBLICERING ELLER DISTRIBUTION VORE OLAGLIG ELLER KRÄVA REGISTRERING ELLER ANDRA ÅTGÄRDER. DETTA PRESSMEDDELANDE UTGÖR INTE NÅGOT PROSPEKT OCH UTGÖR INT...
- Joachim Gunell
HMS Networks (Buy, TP: SEK540.00) - Red(y) to roar
We have upgraded HMS Networks to BUY (SELL) and raised our target price to SEK540 (450) as: 1) we have increased our 2024–2025e adj. EPS by 5–15% and like Red Lion’s strategic fit; 2) we see investor focus shifting to improving QOQ orders; 3) restructuring programmes have historically marked an end-market trough; 4) 2025e multiples are digestible, and we see a good entry point; and 5) we expect the stock to close the gap to the PHLX semiconductor index.
CORRECTION: Missing MAR label in previous press release - "HMS Network...
CORRECTION: Missing MAR label in previous press release - "HMS Networks realize immediate cost synergies and launches cost-saving program to streamline the organization“ HMS Networks (publ) issues a correction to the press release published earlier today – “HMS Networks realizes immediate cost synergies and launches cost saving program to streamline the organization”. The correction refers to the fact that the press release did not have a MAR label referring to the EU Market Abuse Regulation (MAR). The following information should have been included in the press release: "This information i...
HMS Networks realize immediate cost synergies and launches cost-saving...
HMS Networks realize immediate cost synergies and launches cost-saving program to streamline the organization Following the closing of the acquisition of Red Lion Controls (“Red Lion”) on April 2, 2024, HMS and Red Lion have started the work of realizing synergies between the companies and hereby announces immediate cost synergies. Additionally, as a result of strong organic growth the last few years, and a dampened market demand experienced over the recent quarters and a slower market recovery, HMS is now initiating a cost-saving program to reduce the costs and streamline the organization ...
Interim report 2024, January - March
Interim report 2024, January - March First quarter Net sales for the first quarter reached SEK 616 m (773), corresponding to a decrease of 20%. Currency translations had a negative effect of SEK 3 m on net salesOrder intake was SEK 473 m (682), corresponding to a decrease of 31%Operating profit reached SEK 130 m (211), equal to a 21.1% (27.4) operating margin. Adjusted operating profit reached SEK 133 m, equal to a 21.6 % adjusted operating marginProfit after tax totaled SEK 107 m (172) and basic earnings per share was SEK 2.28 (3.70). Adjusted profit after tax totaled SE...
Delårsrapport 2024, januari - mars
Delårsrapport 2024, januari - mars Kvartalet Första kvartalets omsättning uppgick till 616 MSEK (773), motsvarande en minskning med 20 %. Valutaeffekter har påverkat koncernens omsättning negativt med 3 MSEKOrderingången uppgick till 473 MSEK (682), motsvarande en minskning med 31 %Rörelseresultatet uppgick till 130 MSEK (211), motsvarande en rörelsemarginal på 21,1 %, (27,4). Justerat rörelseresultat uppgick till 133 MSEK, motsvarande en justerad rörelsemarginal på 21,6 % Resultat efter skatt uppgick till 107 MSEK, (172). Vinst per aktie uppgick till 2,28 SEK, (3,70). Justerat re...
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