reports
- Rune Majlund Dahl
Lundbeck (Buy, TP: DKK48.00) - Focus on Vyepti sales
We forecast Q1 sales c0.5% above consensus and an adj. EBITDA margin of 31.3%. We expect the strategic brands sales to rise by 18.3% YOY, including Vyepti sales of DKK913m (c2.2% above consensus). We forecast unchanged 2025 guidance for CER figures. From the pipeline, the FDA AdCom for Rexulti in PTSD is still unscheduled and the PROCEED trial has recently been expanded to additional IV doses. We reiterate our BUY, but have cut our target price to 48 (56).
- Martin Arnell
MTG (Buy, TP: SEK130.00) - Encouraging organic growth trend
MTG’s 2025 organic growth outlook of 3–7% YOY was a key positive in an otherwise difficult market for mobile gaming, in our view. However, the adj. EBITDA margin guidance of 21–24% fell shy of our expectation. We have only finetuned our 2025–2026e sales, but cut adj. EBITDA by 18–7% on the margin outlook, with some upside potential if synergies from the Plarium acquisition should materialise in 2025. We reiterate our BUY, but have lowered our target price to SEK130 (140).
Scorpio Tankers Inc. Announces Financial Results for the First Quarter...
Scorpio Tankers Inc. Announces Financial Results for the First Quarter of 2025 and the Declaration of a Dividend MONACO, May 01, 2025 (GLOBE NEWSWIRE) -- Scorpio Tankers Inc. (NYSE: STNG) ("Scorpio Tankers" or the "Company") today reported its results for the three months ended March 31, 2025. The Company also announced that its board of directors (the "Board of Directors") has declared a quarterly cash dividend on its common shares of $0.40 per share. Results for the three months ended March 31, 2025 and 2024 For the three months ended March 31, 2025, the Company had net income of $58....
Scorpio Tankers Inc. Announces that on May 1, 2025, the Company Plans ...
Scorpio Tankers Inc. Announces that on May 1, 2025, the Company Plans to Issue Its First Quarter 2025 Results and Have a Conference Call MONACO, April 18, 2025 (GLOBE NEWSWIRE) -- Scorpio Tankers Inc. (NYSE: ) ("Scorpio Tankers," or the "Company") announced today that on Thursday, May 1, 2025, the Company plans to issue its first quarter 2025 earnings press release in the morning (Eastern Daylight Time) and host a conference call at 9:00 AM Eastern Daylight Time and 3:00 PM Central European Summer Time. Conference Call Information Title: Scorpio Tankers Inc. First Quarter 2025 Conferenc...
- Martin Arnell
MTG (Buy, TP: SEK140.00) - First quarter including Plarium
Q1 will be the first quarter including the transformative Plarium acquisition (consolidated from 1 February), set to roughly double MTG’s revenue and adj. EBITDA. Our impression is organic growth trends have held up alright in Q1; however, the recent strengthening of the SEK has prompted a ~9% cut to our 2025–2026e revenue and EBITDA. We have lowered our target price to SEK140 (150) but reiterate our BUY.
Scorpio Tankers Inc. Announces Availability of 2024 Annual Report on F...
Scorpio Tankers Inc. Announces Availability of 2024 Annual Report on Form 20-F MONACO, March 21, 2025 (GLOBE NEWSWIRE) -- Scorpio Tankers Inc. (NYSE: STNG) (“Scorpio Tankers” or the “Company”) announced today that its Annual Report on Form 20-F for the year ended December 31, 2024 has been filed with the Securities and Exchange Commission and can be accessed on the Company’s website in the Investors section under Reports and Presentations. Shareholders may also request a hard copy of the Annual Report, which includes the Company’s complete 2024 audited financial statements, free of char...
Scorpio Tankers Inc. Announces Financial Results for the Fourth Quarte...
Scorpio Tankers Inc. Announces Financial Results for the Fourth Quarter of 2024 and the Declaration of a Dividend MONACO, Feb. 12, 2025 (GLOBE NEWSWIRE) -- Scorpio Tankers Inc. (NYSE: STNG) ("Scorpio Tankers" or the "Company") today reported its results for the three months and year ended December 31, 2024. The Company also announced that its board of directors (the "Board of Directors") has declared a quarterly cash dividend on its common shares of $0.40 per share. Results for the three months ended December 31, 2024 and 2023 For the three months ended December 31, 2024, the Company ha...
- Martin Arnell
MTG (Buy, TP: SEK150.00) - Set for transformative 2025e
Q4 organic growth of 9% YOY was more than enough to impress the market, and we are encouraged by Strategy & Simulation’s strong performance. 2025 is set to be a key year for MTG, balancing the transformative SEK7bn Plarium acquisition with sustained organic sales progress. We reiterate our BUY and have raised our target price to SEK150 (140) on our 3–5% higher 2025–2026e adj. EBITDA.
- Rune Majlund Dahl
Lundbeck (Buy, TP: DKK56.00) - PTSD decision getting closer
Lundbeck reached the high-end of its full-year guidance, with Q4 sales of DKK5,541m and an adj. EBITDA margin of 20.8%. Strategic brands’ Q4 sales were slightly below our forecast and consensus, with only Brintellix beating our estimate. The 2025 guidance is for sales growth of 7–10% at constant exchange rates (CER) and adj. EBITDA growth of 5–11% at CER. We view the upcoming Rexulti PTSD FDA Advisory Committee Meeting (due in H1) as the next share-price catalyst. We reiterate our BUY and DKK56 ...
Scorpio Tankers Inc. Announces that on February 13, 2025, the Company ...
Scorpio Tankers Inc. Announces that on February 13, 2025, the Company Plans to Issue Its Fourth Quarter 2024 Results and Have a Conference Call MONACO, Jan. 30, 2025 (GLOBE NEWSWIRE) -- Scorpio Tankers Inc. (NYSE:) ("Scorpio Tankers," or the "Company") announced today that on Thursday, February 13, 2025, the Company plans to issue its fourth quarter 2024 earnings press release in the morning (Eastern Standard Time) and host a conference call at 9:00 AM Eastern Standard Time and 3:00 PM Central European Time. Conference Call Information Title: Scorpio Tankers Inc. Fourth Quarter 2024 Con...
- Rune Majlund Dahl
Lundbeck (Buy, TP: DKK56.00) - Solid Q4e; PTSD decision ahead
We forecast Q4 sales of DKK5,631m (consensus DKK5,629m) and adj. EBITDA of DKK1,155m (consensus DKK1,147m). For strategic brands, we estimate sales of DKK4,493m (c1.1% above consensus). We expect 2025 guidance for growth of CER sales of 3–6% and adj. EBITDA of 3–7%. We believe investor focus will be on the upcoming Rexulti PTSD FDA Advisory Committee Meeting (ADCOM), due in H1. We reiterate our BUY and DKK56 target price.
Scorpio Tankers Inc: 1 director
A director at Scorpio Tankers Inc sold 100,000 shares at 52.820USD and the significance rating of the trade was 100/100. 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 c...
- Martin Arnell
MTG (Buy, TP: SEK140.00) - Transformative 2025e
Following MTG’s acquisition of Plarium (cSEK6.7bn upfront price tag), EBITDA and FCF are set to double. We have raised our 2025–2026e adj. EBITDA by >100% but note the transformed financial position of the company as the net cash position now turns into net debt amid a struggle to grow organic sales. We have raised our target price to SEK140 (120) and reiterate our BUY.
Scorpio Tankers Inc. Announces Successful Placement of 5-year Senior U...
Scorpio Tankers Inc. Announces Successful Placement of 5-year Senior Unsecured Bonds MONACO, Jan. 16, 2025 (GLOBE NEWSWIRE) -- Scorpio Tankers Inc. (NYSE: STNG) (“Scorpio Tankers” or the “Company”) announces today that it has successfully placed USD 200 million of new senior unsecured bonds in the Nordic bond market. An application will be made for the bonds to be listed on the Oslo Stock Exchange. The new bonds are due to mature in January 2030 and will pay a fixed coupon of 7.5% per annum, payable semi-annually in arrears. The net proceeds from the bond issue shall be used to refinance...
Scorpio Tankers Inc. Announces Fixed Income Investor Meetings
Scorpio Tankers Inc. Announces Fixed Income Investor Meetings MONACO, Jan. 12, 2025 (GLOBE NEWSWIRE) -- Scorpio Tankers Inc. (NYSE: STNG) (“Scorpio Tankers” or the “Company”) through its Norwegian investment banks, will arrange a series of fixed income investor calls commencing on January 13, 2025. A five-year USD denominated senior unsecured bond issue may follow, subject to inter alia market conditions. The net proceeds from the contemplated bond issue are intended to be used for the refinancing of the Company’s existing 7.0% senior unsecured notes due June 30, 2025 which have an outst...
Scorpio Tankers Inc. Announces Commitments for New $500.0 Million Revo...
Scorpio Tankers Inc. Announces Commitments for New $500.0 Million Revolving Credit Facility MONACO, Dec. 12, 2024 (GLOBE NEWSWIRE) -- Scorpio Tankers Inc. (NYSE:) ("Scorpio Tankers," or the "Company") announced today that it has received commitments from a group of financial institutions for a revolving loan of up to $500.0 million (the “Revolving Credit Facility”). The Revolving Credit Facility is a 100% revolving loan, which has a final maturity of seven years from the signing date and gives the Company the flexibility to draw down or repay the loan during the loan tenor. The Revolvin...
- MarketLine Department
NBCUniversal Media LLC - Company Profile and SWOT Analysis
Summary NBCUniversal Media LLC - Company Profile and SWOT Analysis, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights NBCUniversal Media LLC (NBCUniversal), a subsidiary of Comcast Corp, is a media and entertainment company. It develops, produces and markets entertainment, news, and information. The company owns...
- Rune Majlund Dahl
Lundbeck (Buy, TP: DKK56.00) - Focusing on strategic brands
The Q3 sales beat reflected a strong result in strategic brands, leading to an outperformance on adj. EBITDA. We expect continued momentum in strategic brands, with Q4e sales growth of 17.4% YOY. The 2024 guidance was narrowed for CER revenue growth of 12–14% (previously 11–14%) and CER adj. EBITDA growth of 17–20% (15–20%) and we find the top end of the guidance reachable. We reiterate our BUY and DKK56 target price.
- Rune Majlund Dahl
Lundbeck (Buy, TP: DKK56.00) - Strategic brands in focus
Lundbeck recently released company consensus for Q3. Our revenue forecast of DKK5,502m is c0.5% above, driven by strategic brands (we estimate 21.6% revenue growth YOY), and we forecast an adj. EBITDA margin of 29.4% (consensus 28.9%). We expect the 2024 guidance for 11–14% revenue growth and 15–20% adj. EBITDA growth at CER to be unchanged. We reiterate our BUY and DKK56 target price.
Scorpio Tankers Inc. Announces Financial Results for the Third Quarter...
Scorpio Tankers Inc. Announces Financial Results for the Third Quarter of 2024 and the Declaration of a Dividend MONACO, Oct. 29, 2024 (GLOBE NEWSWIRE) -- Scorpio Tankers Inc. (NYSE: STNG) ("Scorpio Tankers" or the "Company") today reported its results for the three and nine months ended September 30, 2024. The Company also announced that its board of directors (the "Board of Directors") has declared a quarterly cash dividend on its common shares of $0.40 per share. Results for the three months ended September 30, 2024 and 2023 For the three months ended September 30, 2024, the Company ...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.