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ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Herman Caspersen
  • Øystein Elton Lodgaard
SIKRI SIKRI HOLDING ASA
08/22/24 August 22, 2024 1 EN
ABGSC IT Research ... (+2)
  • ABGSC IT Research
  • Øystein Elton Lodgaard
PREMIUM
ATEA ATEA ASA
NAPA NAPATECH ... (+11)

Norway: Rebound to continue

Positive or neutral estimate revisions for most companies. Best risk/reward over Q2 in Crayon, Link, NOD. Top picks: Atea, Crayon, Link, Pexip.

ATEA ATEA ASA
NAPA NAPATECH
NOD NORDIC SEMICONDUCTOR ASA
CRAYN CRAYON GROUP HOLDING
AIRX AIRTHINGS AS
VOLUE VOLUE AS
A2QFJZ LINK MOBILITY GROUP
PEXIP PEXIP HOLDING ASA
SIKRI SIKRI HOLDING ASA
SMOP-NO SMARTOPTICS
SMCRT-NO SMARTCRAFT ASA
06/19/24 June 19, 2024 1 EN
ABGSC IT Research ... (+2)
  • ABGSC IT Research
  • Øystein Elton Lodgaard
PREMIUM
SIKRI SIKRI HOLDING A...

Q2 EBITDA likely flat y-o-y

We expect Q2 adj. EBITDA to be flat y-o-y. A split or divestments could reveal large hidden values. BUY: 60% upside to SOTP value of NOK 13/share.

SIKRI SIKRI HOLDING ASA
06/19/24 June 19, 2024 1 EN
ABGSC IT Research ... (+2)
  • ABGSC IT Research
  • Øystein Elton Lodgaard
SIKRI SIKRI HOLDING ASA
05/15/24 May 15, 2024 1 EN
Eirik Thune Øritsland ... (+2)
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard
PREMIUM
SIKRI SIKRI HOLDING A...

Sikri - 10% adj. EBITDA beat

Adj. EBITDA 10% above due to higher revenues and GM 8% organic growth y-o-y (adj. for one-off sales in Q3’21) Positive share price reaction expected

SIKRI SIKRI HOLDING ASA
11/17/22 November 17, 2022 1 EN
Eirik Thune Øritsland ... (+2)
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard
PREMIUM
SIKRI SIKRI HOLDING A...

Sikri - Sells Prognosesenteret at ~17x cash EBITDA

Divests 51% stake in non-core asset Sold for ~17x cash EBITDA vs. Sikri at 11.7x for 2023e 2023e EPS -8-10%, neutral for net debt/EBITDA

SIKRI SIKRI HOLDING ASA
11/01/22 November 1, 2022 1 EN
Eirik Thune Øritsland ... (+2)
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard
PREMIUM
SIKRI SIKRI HOLDING A...

Sikri - Soft Q3 expected

We expect a soft Q3 report with EBITDA -15% y-o-y 2022e headwinds should turn to tailwinds in 2023/2024e BUY: 10x ’23e EBITA and 15% FCF yield

SIKRI SIKRI HOLDING ASA
10/27/22 October 27, 2022 1 EN
Eirik Thune Øritsland ... (+2)
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard
PREMIUM
SIKRI SIKRI HOLDING A...

Sikri - Property listings +9% y-o-y in Q3

Property listings +17% y-o-y in September Cons likely to lift 2022 EBITDA by 2-3% 8.3x 2023e EBITA if volumes normalize

SIKRI SIKRI HOLDING ASA
10/05/22 October 5, 2022 1 EN
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