View 
FILTERS (0)
* Not connected to ResearchPool

MORE FILTERS

  
reports

Q-Free ASA: 5 directors

Five Directors at Q-Free ASA sold 577,093 shares at 12.000NOK. The significance rating of the trade was 75/100. 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 sh...

Eirik Thune Øritsland ... (+2)
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard

Q-Free - Strong backlog but short-term pressure on GM

Component shortage affected Q3 and likely to affect Q4 Lower ‘23e EBITDA mainly due to product sales Fair value range of NOK 7-12 per share

Eirik Thune Øritsland ... (+2)
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard

Q-Free - Lower EBIT in Q3, but the backlog is strong

Revenue miss mainly due to product sales in Tolling Higher costs largely due to one-offs and FX Strong backlog and continues to grow ARR base

Eirik Thune Øritsland ... (+2)
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard

Q-Free - Continues to deliver on ARR strategy

Q2: Revenue 4% below, but gross profit 11% above Minor estimate revisions driven by Q2 product mix Reiterate fair value range of NOK 8-14/share

Eirik Thune Øritsland ... (+2)
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard

Q-Free - Q2 EBIT beat driven by product mix

Revenue 4% below due to lower product sales in Tolling Strong EBIT beat driven by product mix Run-rate ARR up ~7% q-o-q

Eirik Thune Øritsland ... (+2)
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard

Q-Free - Good start to the year, solid outlook

Solid outlook for 2022 and beyond ’22e sales up by ~2%, improved ARR positive for margins New fair value range of NOK 8-14 (6-15) per share

Eirik Thune Øritsland ... (+2)
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard

Q-Free - Revenue 6% above and better profitability

13% sales growth and adj. EBITDA growth of 22% y-o-y Strong Q1 for Tolling, while TM was affected by Ukraine 2.35x Book-to-bill and continues to grow ARR base

Eirik Thune Øritsland ... (+2)
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard

Q-Free - Driving sustainable traffic solutions

Leading supplier of intelligent transportation systems Targets >10% growth p.a. + 10-15% EBIT margin in ’25e Fair value range of NOK 6-15 per share

Aksel Øverland Engebakken
  • Aksel Øverland Engebakken

Q-Free - Terminating coverage

ABGSC terminates coverage of Q-Free HOLD is our final recommendation NOK 7.3 is our final target price

Aksel Øverland Engebakken ... (+2)
  • Aksel Øverland Engebakken
  • Daniel Vårdal Haugland

Q-Free - Unrealised ability

Q3 had a good top line, but a soft margin Small negative estimate changes Reiterate HOLD, TP of NOK 7.3

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

Powerpoint Sector Report - Swedish IT hardware/services turning down

Weakness starting to show in IT market after the summer Sector performing well on historically high multiples 40-80% downside in many shares assuming a 2013 scenario

Aksel Øverland Engebakken ... (+11)
  • Aksel Øverland Engebakken
  • Bengt Jonassen
  • Derek Laliberté
  • Erik Moberg
  • Haakon Amundsen
  • Jan Erik Gjerland
  • Mads Thinggaard
  • Magnus Andersson
  • Øystein Elton Lodgaard
  • Peter Kurt Nielsen
  • Tobias Kaj

Talking Points - Tomra (Hold): Quality comes at a high price

Atea (Hold) Post-result comment: Q2 was so-so, but set-up for Q3 is interesting Steep valuation, but more positive than negative triggers Upgrade to HOLD (Sell) and lift TP to NOK 270 (195)

Aksel Øverland Engebakken ... (+2)
  • Aksel Øverland Engebakken
  • Daniel Vårdal Haugland

Q-Free - Some clouds in the sky

Soft gross margin causes earnings miss in Q2 Weak cash flow in Q2 due to large working capital outflow Reiterate HOLD, TP of NOK 7.6 (8)

Morten Jensen
  • Morten Jensen

Q-Free (No_rec, TP: NOK) - Discontinuing coverage

We have discontinued coverage of Q-Free. Our last published recommendation, target price and estimates should no longer be relied upon.

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...

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