View 
FILTERS (0)
* Not connected to ResearchPool

MORE FILTERS

   reports
ABGSC Capital Goods Research ... (+2)
  • ABGSC Capital Goods Research
  • Adrian Gilani
7h / 58m 7h / 58m 1 EN
ABGSC Small Cap Research ... (+4)
  • ABGSC Small Cap Research
  • Karl Bokvist
  • Nikola Kalanoski
  • Simon Jönsson
COOR COOR SERVICE MANAGEMENT HOLDING AB
CTT CTT SYSTEMS AB
PREV B PREVAS B
CATE CATENA AB
GENI GENERIC SWEDEN AB PUBL
DUST DUSTIN GROUP AB
EKTA B ELEKTA AB CLASS B
STEF B STENDOERREN FASTIGHETER AB CLASS B
BONEX BONESUPPORT HOLDING AB
MIPS MIPS AB
BOOZT BOOZT AB
A2DRL9 SDIPTECH AB B
2020 2020 BULKERS LTD
FRACTL FRACTAL GAMING GROUP AB
RUG RUGVISTA GROUP AB
PACT PROACT IT GROUP
SFAB SOLID FORSAKRINGSAKTIEBOLAG
NOLA B NOLATO AB
HEM HEMNET GROUP AB (PUBL)
SLP B SWEDISH LOGISTIC PROPERTY AB
ITECH I-TECH AB
VESTUM VESTUM AB
ACAST-SE ACAST
SECT.B-SE SECTRA
GREEN GREEN LANDSCAPING GROUP AB (PUBL)
01/10/25 January 10, 2025 1 EN
ABGSC Capital Goods Research ... (+2)
  • ABGSC Capital Goods Research
  • Adrian Gilani
10/27/24 October 27, 2024 1 EN
ABGSC Capital Goods Research ... (+2)
  • ABGSC Capital Goods Research
  • Adrian Gilani
10/25/24 October 25, 2024 1 EN
ABGSC Capital Goods Research ... (+2)
  • ABGSC Capital Goods Research
  • Adrian Gilani
10/17/24 October 17, 2024 1 EN
ABGSC Small Cap Research ... (+4)
  • ABGSC Small Cap Research
  • Karl Bokvist
  • Nikola Kalanoski
  • Simon Jönsson
COOR COOR SERVICE MANAGEMENT HOLDING AB
CTT CTT SYSTEMS AB
PREV B PREVAS B
CATE CATENA AB
GENI GENERIC SWEDEN AB PUBL
DUST DUSTIN GROUP AB
EKTA B ELEKTA AB CLASS B
STEF B STENDOERREN FASTIGHETER AB CLASS B
BONEX BONESUPPORT HOLDING AB
MIPS MIPS AB
BOOZT BOOZT AB
A2DRL9 SDIPTECH AB B
2020 2020 BULKERS LTD
FRACTL FRACTAL GAMING GROUP AB
RUG RUGVISTA GROUP AB
PACT PROACT IT GROUP
SFAB SOLID FORSAKRINGSAKTIEBOLAG
NOLA B NOLATO AB
HEM HEMNET GROUP AB (PUBL)
SLP B SWEDISH LOGISTIC PROPERTY AB
ITECH I-TECH AB
VESTUM VESTUM AB
ACAST-SE ACAST
SECT.B-SE SECTRA
GREEN GREEN LANDSCAPING GROUP AB (PUBL)
09/04/24 September 4, 2024 1 EN
ABGSC Capital Goods Research ... (+2)
  • ABGSC Capital Goods Research
  • Adrian Gilani
NOLA B NOLATO AB

Finally back to double-digit EBITA margin

A sizeable margin improvement in both segments. EBITA estimates left largely unchanged. Trading at 15.5x '25e EV/EBITA.

07/18/24 July 18, 2024 1 EN
ABGSC Capital Goods Research ... (+2)
  • ABGSC Capital Goods Research
  • Adrian Gilani
07/18/24 July 18, 2024 1 EN
ABGSC Capital Goods Research ... (+2)
  • ABGSC Capital Goods Research
  • Adrian Gilani
NOLA B NOLATO AB

Yet more ground to gain on margins

Q2e: Slight margin improvements expected. Org. estimates mostly unchanged, EBITA down 2-3% on FX. More ground to gain on margins, 19-16x '24e-'25e EV/EBITA.

07/15/24 July 15, 2024 1 EN
ABGSC Small Cap Research ... (+2)
  • ABGSC Small Cap Research
  • Karl Bokvist
CTT CTT SYSTEMS AB
PREV B PREVAS B
CATE CATENA AB
GENI GENERIC SWEDEN AB PUBL
DUST DUSTIN GROUP AB
EKTA B ELEKTA AB CLASS B
STEF B STENDOERREN FASTIGHETER AB CLASS B
BONEX BONESUPPORT HOLDING AB
MIPS MIPS AB
BOOZT BOOZT AB
A2DRL9 SDIPTECH AB B
FRACTL FRACTAL GAMING GROUP AB
RUG RUGVISTA GROUP AB
PACT PROACT IT GROUP
SFAB SOLID FORSAKRINGSAKTIEBOLAG
NOLA B NOLATO AB
TDVOX TOBII DYNAVOX AB
SLP B SWEDISH LOGISTIC PROPERTY AB
ITECH I-TECH AB
VESTUM VESTUM AB
2020-NO 2020 BULKERS LTD.
ACAST-SE ACAST
GREEN-SE GREEN LANDSCAPING GROUP
SECT.B-SE SECTRA
COOR-SE COOR SERVICE MANAGEMENT
HEM-SE HEMNET GROUP
05/31/24 May 31, 2024 1 EN
ABGSC Capital Goods Research ... (+2)
  • ABGSC Capital Goods Research
  • Adrian Gilani
NOLA B NOLATO AB

Clear margin improvement

21% EBITA beat vs. consensus mainly margin-driven. Lower costs and favourable mix to persist, EBITA up by 10-7%. Now trading at 17-15x '24e-'25e EV/EBITA.

05/07/24 May 7, 2024 1 EN
ABGSC Capital Goods Research ... (+2)
  • ABGSC Capital Goods Research
  • Adrian Gilani
05/06/24 May 6, 2024 1 EN
ABGSC Capital Goods Research ... (+2)
  • ABGSC Capital Goods Research
  • Adrian Gilani
NOLA B NOLATO AB

Expect gradual improvements throughout '24e

Q1e: still some de-stocking weighing on Medical. Minor revisions, '25e-'26e EBITA up by 1% on FX. Strong recent performance, cons. f12m EV/EBITA 17x.

05/02/24 May 2, 2024 1 EN
Adrian Gilani ... (+2)
  • Adrian Gilani
  • Max Bacco
NOLA B NOLATO AB

Nolato - Looking ahead at the ’23e margin recovery

Several factors weighed on Q3 margins We maintain our view on a ’23e margin recovery 11x ’22e EV/EBITA, fair value SEK 45-85 (50-90)

10/27/22 October 27, 2022 1 EN
Adrian Gilani ... (+2)
  • Adrian Gilani
  • Max Bacco
NOLA B NOLATO AB

Nolato - Continued challenges

EBITA SEK 214m (-8% vs. cons. 232m) Consensus ’23e-’24e EBITA likely down by ~1-2% Trading at 11x ’23e EV/EBITA on pre-Q3 numbers

10/27/22 October 27, 2022 1 EN
Adrian Gilani ... (+2)
  • Adrian Gilani
  • Max Bacco
NOLA B NOLATO AB

Nolato - Permit needed to play in China

Stricter regulation of VHP in China Q4 Integrated sales SEK 0.5bn (40% vs. ABGSCe) CEO expects permit within near future

10/21/22 October 21, 2022 1 EN
Adrian Gilani ... (+2)
  • Adrian Gilani
  • Max Bacco
NOLA B NOLATO AB

Nolato - Making sense of oil, plastic and energy prices

Oil coming down, ~60% of material costs linked to oil Valuation now just 5% above 2020 trough levels Q3 preview: margin pressure and FX tailwinds

09/27/22 September 27, 2022 1 EN
Adrian Gilani ... (+2)
  • Adrian Gilani
  • Max Bacco
NOLA B NOLATO AB

Nolato - VHP sales expected to bottom out in Q3

Weak guidance for Integrated Solutions in Q3… …but the worst should be behind us Clarity on dual sourcing lowers risk of more downgrades

07/20/22 July 20, 2022 1 EN
Adrian Gilani ... (+2)
  • Adrian Gilani
  • Max Bacco
NOLA B NOLATO AB

Nolato - Guides for continued VHP decline in Q3

Adj. EBITA SEK 264m (+10% vs. Infront cons. 241m) Expect 4-6% cons. downgrades on weak guidance 15x ’22e EV/EBITA, conference call at 14:45 CET

07/20/22 July 20, 2022 1 EN
Adrian Gilani ... (+2)
  • Adrian Gilani
  • Max Bacco
NOLA B NOLATO AB

Nolato - VHP continues to struggle in Q2

Q2 report due on Wednesday, 20 July Adj. EBITA lowered by 5-3% for ’22e-’24e Trading at 14-11x ’22e-’24e EV/EBITA (adj.)

07/13/22 July 13, 2022 1 EN
Loading...
New interest

Save your current filters as a new Interest

Please enter a name for this interest
Save

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
Save

ResearchPool Subscriptions

Get the most out of your insights

Get in touch