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ABGSC Capital Goods Research ... (+2)
  • ABGSC Capital Goods Research
  • Adrian Gilani
04/15/25 April 15, 2025 1 EN
ABGSC Capital Goods Research ... (+2)
  • ABGSC Capital Goods Research
  • Adrian Gilani
03/13/25 March 13, 2025 1 EN
ABGSC Capital Goods Research ... (+2)
  • ABGSC Capital Goods Research
  • Adrian Gilani
03/13/25 March 13, 2025 1 EN
ABGSC Capital Goods Research ... (+2)
  • ABGSC Capital Goods Research
  • Adrian Gilani
02/09/25 February 9, 2025 1 EN
ABGSC Capital Goods Research ... (+2)
  • ABGSC Capital Goods Research
  • Adrian Gilani
02/07/25 February 7, 2025 1 EN
ABGSC Capital Goods Research ... (+2)
  • ABGSC Capital Goods Research
  • Adrian Gilani
02/03/25 February 3, 2025 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
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