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ABGSC IT Research ... (+2)
  • ABGSC IT Research
  • Oscar Rönnkvist
TDVOX TOBII DYNAVOX AB
01/28/25 January 28, 2025 1 EN
ABGSC IT Research ... (+2)
  • ABGSC IT Research
  • Oscar Rönnkvist
TDVOX TOBII DYNAVOX AB
10/23/24 October 23, 2024 1 EN
ABGSC IT Research ... (+2)
  • ABGSC IT Research
  • Oscar Rönnkvist
TDVOX TOBII DYNAVOX AB
10/23/24 October 23, 2024 1 EN
ABGSC IT Research ... (+2)
  • ABGSC IT Research
  • Oscar Rönnkvist
PREMIUM
TDVOX TOBII DYNAVOX A...

Strong growth continues

Q3e: 18% org. sales and 27% org. EBIT growth. Small organic upgrades '25e-'26e, but FX more than offsets. Keep BUY into >40% EPS CAGR '25e-'26e.

TDVOX TOBII DYNAVOX AB
10/04/24 October 4, 2024 1 EN
ABGSC IT Research ... (+2)
  • ABGSC IT Research
  • Oscar Rönnkvist
PREMIUM
TDVOX TOBII DYNAVOX A...

Proving operating leverage

Solid 17% organic growth in Q2, and margin surprisingly strong. We raise adj. EBITA by 6-5% on better cost run-rate. Re-rated again, but still more upside to fair multiples - keep BUY

TDVOX TOBII DYNAVOX AB
07/18/24 July 18, 2024 1 EN
ABGSC IT Research ... (+2)
  • ABGSC IT Research
  • Oscar Rönnkvist
TDVOX TOBII DYNAVOX AB
07/18/24 July 18, 2024 1 EN
ABGSC IT Research ... (+2)
  • ABGSC IT Research
  • Oscar Rönnkvist
PREMIUM
TDVOX TOBII DYNAVOX A...

Another chance at a good entry

Q2e: 19% org. sales growth and 1.5pp adj. EBITA margin uplift y-o-y. Minor organic revisions, negative FX partly offset by M&A. BUY the dip, multiple contraction on a largely unchanged outlook.

TDVOX TOBII DYNAVOX AB
07/11/24 July 11, 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 IT Research ... (+2)
  • ABGSC IT Research
  • Oscar Rönnkvist
TDVOX TOBII DYNAVOX AB
05/15/24 May 15, 2024 1 EN
ABGSC IT Research ... (+2)
  • ABGSC IT Research
  • Oscar Rönnkvist
PREMIUM
TDVOX TOBII DYNAVOX A...

Spoiled with beats

Decent across the board but slightly lower org. top line makes us lower our '24e organic growth assumptions by 2pp. Limited total revisions on better FX - keep BUY at 21x '25e EV/EBIT.

TDVOX TOBII DYNAVOX AB
04/23/24 April 23, 2024 1 EN
Oscar Rönnkvist
  • Oscar Rönnkvist
PREMIUM
TDVOX TOBII DYNAVOX A...

Tobii Dynavox - Top-line strength, but opex is rising fast

Underlying top-line growth is accelerating, +25% y-o-y Opex up 11% q-o-q main concern, but GM slightly better Retain HOLD as we still await a better entry point

TDVOX TOBII DYNAVOX AB
10/30/22 October 30, 2022 1 EN
Oscar Rönnkvist
  • Oscar Rönnkvist
PREMIUM
TDVOX TOBII DYNAVOX A...

Tobii Dynavox - Reassuring underlying organic growth

Q3 EBIT 9% above cons, but fully adj. was in line Expect positive cons. revisions of 1-3% Share likely to outperform today by low single digits

TDVOX TOBII DYNAVOX AB
10/28/22 October 28, 2022 1 EN
Daniel Thorsson ... (+3)
  • Daniel Thorsson
  • Oscar Rönnkvist
  • Sara Bechor
PREMIUM
TDVOX TOBII DYNAVOX A...

Tobii Dynavox - Creating a voice for everyone

Global leader in AAC with almost 40% market share Fledgling TAM penetration allows long growth trajectory Initiate coverage with HOLD and TP of SEK 20

TDVOX TOBII DYNAVOX AB
10/24/22 October 24, 2022 1 EN
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