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Eirik Thune Øritsland ... (+2)
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard
PREMIUM
HOC House of Contro...

House of Control Group AS - Terminating coverage

ABGSC ceases coverage of House of Control HOLD is our final recommendation NOK 6 is our final target price

HOC HOUSE OF CONTROL GROUP
11/01/22 November 1, 2022 1 EN
Eirik Thune Øritsland ... (+2)
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard
PREMIUM
HOC House of Contro...

House of Control Group AS - Cash offer at NOK 11.2/share

Visma offers to acquire HOC at NOK 11.2/share 60% premium to last closing price 3.1x ‘22e EV/sales and 108x ‘23e EBITDA-capex

HOC HOUSE OF CONTROL GROUP
09/26/22 September 26, 2022 1 EN
Eirik Thune Øritsland ... (+2)
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard
PREMIUM
HOC House of Contro...

House of Control Group AS - Lower costs, but not enough to get excited

Reasonable Q2 with better profitability and 17% org. growth Higher NRR necessary to support long-term profitability Reiterate HOLD and TP up to NOK 6 (5)

HOC HOUSE OF CONTROL GROUP
08/21/22 August 21, 2022 1 EN
Eirik Thune Øritsland ... (+2)
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard
PREMIUM
HOC House of Contro...

House of Control Group AS - EBITDA below, but improved NRR

ARR was in line, but EBITDA below due to higher costs Net retention improved to 101%, up from 99% in Q1 Somewhat lower estimates. Expect negative reaction

HOC HOUSE OF CONTROL GROUP
08/18/22 August 18, 2022 1 EN
Eirik Thune Øritsland ... (+2)
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard
PREMIUM
HOC House of Contro...

House of Control Group AS - Miss on adj. EBITDA, but better ’22 guidin...

Adjusted EBITDA NOK -5m, below ABGSC NOK -1m Guides for pos. EBITDA in ’22, pos. cash flow in ‘23 Expect limited est. changes, but a small negative reaction

HOC HOUSE OF CONTROL GROUP
02/17/22 February 17, 2022 1 EN
Eirik Thune Øritsland ... (+2)
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard
PREMIUM
HOC House of Contro...

House of Control Group AS - Likely higher NRR in 2022

Q4 ARR of NOK 197m excl. DinERP (+19% y-o-y org.) Lower estimates due to lower organic growth BUY, TP cut to NOK 13

HOC HOUSE OF CONTROL GROUP
02/09/22 February 9, 2022 1 EN
Eirik Thune Øritsland ... (+3)
  • Eirik Thune Øritsland
  • Jonas Bru Lien
  • Øystein Elton Lodgaard
PREMIUM
HOC House of Contro...

House of Control Group AS - Net retention up, ARR slightly below

Q3 ARR 2% below ABGSC and adj. EBITDA below cons Net Retention Rate improving to 100% (99% in Q2) We expect a stronger Q4 (seasonally strongest quarter)

HOC HOUSE OF CONTROL GROUP
11/04/21 November 4, 2021 4 EN
Eirik Thune Øritsland ... (+3)
  • Eirik Thune Øritsland
  • Jonas Bru Lien
  • Øystein Elton Lodgaard
PREMIUM
HOC House of Contro...

House of Control Group AS - Expands product portfolio: lifts ARR by 7....

Acquires contract workflow and digital signing software 3.5x ARR (5x incl. earnout), lifts ARR by 7.5% The real upside lies in adding this to it sales machinery

HOC HOUSE OF CONTROL GROUP
09/14/21 September 14, 2021 4 EN
Eirik Thune Øritsland ... (+3)
  • Eirik Thune Øritsland
  • Jonas Bru Lien
  • Øystein Elton Lodgaard
PREMIUM
ECO ECOSYNTHETIX
MWTR MELTWATER ... (+6)

Sector Fast Comment - Norwegian SaaS Q2’21: Investing for growth

Pexip and HOC had highest organic ARR growth in Q2 Best margin: SmartCraft, best net retention: EcoOnline EV/sales point to most upside in Meltwater and Mercell

ECO ECOSYNTHETIX
MWTR MELTWATER
HOC HOUSE OF CONTROL GROUP
ORN ORN SOFTWARE
PEXIP PEXIP HOLDING ASA
SMCRT SMARTCRAFT ASA
08/29/21 August 29, 2021 2 EN
Eirik Thune Øritsland ... (+3)
  • Eirik Thune Øritsland
  • Jonas Bru Lien
  • Øystein Elton Lodgaard
PREMIUM
HOC House of Contro...

House of Control Group AS - Strong new sales growth

ARR in-line, 22% organic ARR growth y-o-y ~6% new sales growth and 99% net retention Expect current growth momentum to continue into H2

HOC HOUSE OF CONTROL GROUP
08/20/21 August 20, 2021 4 EN
Eirik Thune Øritsland ... (+3)
  • Eirik Thune Øritsland
  • Jonas Bru Lien
  • Øystein Elton Lodgaard
PREMIUM
HOC House of Contro...

House of Control Group AS - BI acquisition lifts ’21e ARR by 6%

Acquires BI software for 2.9x ARR (3.5x incl. earnout) The acquisition lifts ‘21e ARR by ~6% Further upside from price hikes and cross-selling

HOC HOUSE OF CONTROL GROUP
04/22/21 April 22, 2021 4 EN
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