View 
FILTERS (0)
* Not connected to ResearchPool

MORE FILTERS

  
reports
Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Stefan Knutsson

Semcon - Terminating coverage

ABGSC ceases coverage of Semcon… …due to delisting and end of contractual period Last published estimates are shown in this report

Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Stefan Knutsson

Semcon - Etteplan makes a cash bid for Semcon

Etteplan offers SEK 149 per share Has the backing of ~47% of current shareholders Acceptance period 1 September to 6 October

Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Stefan Knutsson

Semcon - Demand still solid despite macro uncertainty

Q2 sales growth of 12.4% (2.8% organic) Sales estimates up ~1%, albeit with a lower EBIT margin New fair value range of SEK 112-162 (115-164)

Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Stefan Knutsson

Semcon - ABGSC’s Investor Days feedback

Semcon has not yet seen a change in customer behavior The sense of urgency about sustainability is increasing New project with Volvo Cars within PI

Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Stefan Knutsson

Semcon - Profitability still surprises on upside in Q1

Organic sales +4.4% y-o-y, adj. EBIT margin 13.2% (11%) Positive EBIT revisions from raised profitability Net cash position still above SEK 200m

Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Stefan Knutsson

Semcon - Macro uncertainties offset by strong demand

High energy prices creating more urgency from customers Estimates up 1-2% on new acquisition Still has a strong balance sheet

Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Stefan Knutsson

Semcon - Operational excellence on show in Q4

Record high EBIT margin in 2021 Positive revisions to ‘22e adj. EBIT of ~3% Decides to go through with public listing of PI

Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Stefan Knutsson

Semcon - Year-end 2021 and a busy agenda

Expect an update on the PI public listing Active with M&A, but some headwinds for PI New fair value range of SEK 115-165 (111-165)

Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Stefan Knutsson

Semcon - Recovery continues, albeit at a slower pace

Solid Q3 earnings, but sales miss vs. ABGSCe Sales estimates down 3% on higher personnel turnover Fair value range of SEK 111-165 (115-170)

Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Stefan Knutsson

Semcon - A little bump in the road in Q3

Q3 sales growth of 11%, of which 6% organic Higher personnel turnover within EDS Unrevised fair-value range of SEK 115-170

Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Stefan Knutsson

Semcon - Gradual improvement set to continue in Q3e

Survey from Almega indicates increased optimism Small adjustments to estimates Fair value range of SEK 115-170

Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Stefan Knutsson

Semcon - Possible public listing of Product Information

Semcon investigates a public listing for PI Looking to create shareholder value Conference call at 15.00 CET

Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Stefan Knutsson

Semcon - Sequential recovery set to continue in Q2e

Squeed added to our estimates Proposes a dividend of SEK 3 per share Accelerates its climate action agenda

Semcon AB: 1 director

A director at Semcon AB bought 4,000 shares at 109.975SEK and the significance rating of the trade was 54/100. 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 sho...

Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Stefan Knutsson

Semcon - Putting the cash to work

Acquires Swedish IT company Squeed Had SEK 105m in revenues and 13% EBIT margin in ‘20 Acquisition price of EV/S 0.95x inc. max earn-out

Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Stefan Knutsson

Semcon - Starting the year in style

Profitability excelled in Q1, EBIT margin of 11% We increase our margin assumption Fair value range of SEK 100-148 (93-138)

Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Stefan Knutsson

Semcon - Slow start to the year expected

Tough comps in Q1, we look for q-o-q improvements Estimates down 1-2% as vaccinations lag Fair value range of SEK 93-138 (79-134)

Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Stefan Knutsson

Semcon - 2021 marks a new era

Ends 2020 in style with Q4 EBIT margin >12% Sets new financial targets, growth on the agenda Fair value range of SEK 79-134

Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Stefan Knutsson

Semcon - Slower recovery offset by higher margins

Pre-announced Q4 EBIT of SEK 49m (49m) We raise our mid-term EBIT margin assumption Fair value range of SEK 79-134

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