View 
FILTERS (0)
* Not connected to ResearchPool

MORE FILTERS

  
reports
ABGSC Financials Research ... (+2)
  • ABGSC Financials Research
  • Patrik Brattelius
ABGSC Financials Research ... (+2)
  • ABGSC Financials Research
  • Patrik Brattelius
ABGSC Financials Research ... (+2)
  • ABGSC Financials Research
  • Patrik Brattelius
ABGSC Financials Research ... (+2)
  • ABGSC Financials Research
  • Patrik Brattelius

Market activity has bottomed out

Market activity remains muted. We lower 2025 EBIT on slower recovery in activity. Easy comps with EV/EBIT of 3-5x and 4-8% dividend yield.

ABGSC Financials Research ... (+2)
  • ABGSC Financials Research
  • Patrik Brattelius
ABGSC Financials Research ... (+2)
  • ABGSC Financials Research
  • Patrik Brattelius

Catella AB: 1 director

A director at Catella AB maiden bought 10,000 shares at 30.593SEK and the significance rating of the trade was 68/100. 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 cle...

ABGSC Financials Research ... (+2)
  • ABGSC Financials Research
  • Patrik Brattelius

Challenging market start for 2024

Market activity remains muted. EBIT estimates cut by 3% for 2025e-26e. 2024e EV/EBIT of 4x with 4% dividend yield.

ABGSC Financials Research ... (+2)
  • ABGSC Financials Research
  • Patrik Brattelius
ABGSC Financials Research ... (+2)
  • ABGSC Financials Research
  • Patrik Brattelius

Awaiting better market conditions

Activity remains subdued in Q1'24e. We cut '24e EBIT by 2%, driven by lower corporate finance. 2024e EV/EBIT of 4x with 4% dividend yield.

Patrik Brattelius
  • Patrik Brattelius

Catella - Investment Management carries the day

Q3 beat driven by Investment Management AUM and postponed divestments lift ’23-24 EBIT 2023e EV/EBIT of 5x, >50% below avg. of peers

Patrik Brattelius
  • Patrik Brattelius

Catella - Investment mgmt. drives earnings beat in Q3

Q3 adj. EBIT of SEK 62m, 24% above ABGSC AUM growth of 5% q-o-q, will drive positive revisions Earnings beat with positive revisions, stock up today

Patrik Brattelius
  • Patrik Brattelius

Catella - Slower quarter but main scenario still intact

Q3’22e EBIT of SEK 50m, down 2% y-o-y Estimates unchanged for 2022-2024 2023e EV/EBIT of 7x with 6-11% dividend yield

Patrik Brattelius
  • Patrik Brattelius

Catella - Investment Management continues to deliver

Strong Q2 beat driven by Investment Management We increase our ’23e-’24e underlying EBIT by 5% 2023e EV/EBIT of 7x with appealing dividend yield

Patrik Brattelius
  • Patrik Brattelius

Catella - Q2 shows strong result across the board

Q2 adj. EBIT of SEK 328m, 26% above ABGSC AUM growth of 8% q-o-q in Q2, will drive pos. revisions The stock should outperform today

Patrik Brattelius
  • Patrik Brattelius

Catella - Stellar Q2 on the cards

Record strong Q2e to be driven by PIM & Principal Inv. Underlying EBIT estimates raised by 3% for 2022 2022e EV/EBIT of 5.3x with appealing dividend yield

Patrik Brattelius
  • Patrik Brattelius

Catella - The harvesting season has begun

Strong Q1 beat driven by Principal Investments and PIM Underlying EPS estimates raised by 16% for 2022 2022e EV/EBIT of 6x, ~50% below avg. of peers

Loading...
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