View 
FILTERS (0)
* Not connected to ResearchPool

MORE FILTERS

   reports
ABGSC Food & Beverage Research ... (+3)
  • ABGSC Food & Beverage Research
  • Benjamin Wahlstedt
  • Nikola Kalanoski
MSON B Midsona AB Seri...

More efficiency on the horizon

We raise '25e-'26e adj. EBIT by 1%. Continued gross margin recovery expected. Trading at '24e EV/adj. EBITA of ~10x.

MSON B MIDSONA AB SERIES B
04/26/24 April 26, 2024 1 EN
ABGSC Food & Beverage Research ... (+3)
  • ABGSC Food & Beverage Research
  • Benjamin Wahlstedt
  • Nikola Kalanoski
MSON B MIDSONA AB SERIES B
04/25/24 April 25, 2024 1 EN
Free Trial
MSON B Midsona AB Seri...

Midsona AB: 1 director

A director at Midsona AB subscribed to/sold 40,172,634 shares at 8.250SEK and the significance rating of the trade was 76/100. 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 y...

MSON B MIDSONA AB SERIES B
12/22/22 December 22, 2022 1 EN
Fredrik Ivarsson ... (+2)
  • Fredrik Ivarsson
  • Nikola Kalanoski
MSON B Midsona AB Seri...

Midsona - Strengthened balance sheet coming up

Q3 report softer than anticipated We decrease our ’23e-‘24e EBITA ests. by 5-3% Trading at ‘23e-‘24e EV/EBITA of 8.8-6.7x

MSON B MIDSONA AB SERIES B
10/25/22 October 25, 2022 1 EN
Fredrik Ivarsson ... (+2)
  • Fredrik Ivarsson
  • Nikola Kalanoski
MSON B Midsona AB Seri...

Midsona - Soft Q3 with rights issue announced

Sales -6% vs. ABGSCe Adj. EBITDA -32% vs. ABGSCe SEK 600m rights issue

MSON B MIDSONA AB SERIES B
10/25/22 October 25, 2022 1 EN
Fredrik Ivarsson ... (+2)
  • Fredrik Ivarsson
  • Nikola Kalanoski
MSON B Midsona AB Seri...

Midsona - No pain, no grain

Gross margins to indicate extent of pricing power ’22e-'23e EBIT down 6-5%, while ‘24e EBIT up 8% Q3 report due Tuesday, 25 October

MSON B MIDSONA AB SERIES B
10/11/22 October 11, 2022 1 EN
Fredrik Ivarsson ... (+2)
  • Fredrik Ivarsson
  • Johan Brown
MSON B Midsona AB Seri...

Midsona - Awaiting the H2 hockey stick

Q2 showed a resilient top-line but lower margins We lower our ‘23-‘24e EBITA by 5% Trading at ’22-‘24e EV/EBITA 19-10x

MSON B MIDSONA AB SERIES B
07/20/22 July 20, 2022 1 EN
Fredrik Ivarsson ... (+2)
  • Fredrik Ivarsson
  • Johan Brown
MSON B Midsona AB Seri...

Midsona - Margin improvement delayed

Sales was in line with our expectations Effect from price hikes was partly delayed to Q3 We expect negative cons. estimates of 5-8%

MSON B MIDSONA AB SERIES B
07/20/22 July 20, 2022 1 EN
Fredrik Ivarsson ... (+2)
  • Fredrik Ivarsson
  • Johan Brown
MSON B Midsona AB Seri...

Midsona - Back on track?

Price hikes and cost savings the theme in Q1 Confident message regarding debt levels We raise our ‘22e EBITDA by 3%

MSON B MIDSONA AB SERIES B
04/28/22 April 28, 2022 1 EN
Fredrik Ivarsson ... (+2)
  • Fredrik Ivarsson
  • Johan Brown
MSON B Midsona AB Seri...

Midsona - A step in the right direction

Sales -3% vs. ABGSCe Adj. EBITDA 14% vs. ABGSCe We expect cons. estimates revisions of +3-5%

MSON B MIDSONA AB SERIES B
04/28/22 April 28, 2022 1 EN
Fredrik Ivarsson ... (+2)
  • Fredrik Ivarsson
  • Johan Brown
MSON B Midsona AB Seri...

Midsona - Stuck between a rock and a hard place

Surging raw material prices Aggressive price hikes expected in Q3’22e We lower our EBITDA estimates by ~17-4% ‘22e-‘24e

MSON B MIDSONA AB SERIES B
04/13/22 April 13, 2022 1 EN
Fredrik Ivarsson ... (+2)
  • Fredrik Ivarsson
  • Johan Brown
MSON B Midsona AB Seri...

Midsona - Troughing out

Q4 report was in line with the profit warning Actions in place to protect margins We lower EBITDA by c. 15% for ’22e-’23e

MSON B MIDSONA AB SERIES B
02/15/22 February 15, 2022 1 EN
Fredrik Ivarsson ... (+2)
  • Fredrik Ivarsson
  • Johan Brown
MSON B Midsona AB Seri...

Midsona - Report in line with profit warning

Report was in line with profit warning Gross margin was the main negative Removed dividend well in line with expectations

MSON B MIDSONA AB SERIES B
02/04/22 February 4, 2022 1 EN
Fredrik Ivarsson ... (+2)
  • Fredrik Ivarsson
  • Johan Brown
MSON B Midsona AB Seri...

Midsona - Profit warning for Q4

Issues profit warning for Q4 Sales SEK 1,012m (+1% vs. ABG, -2% vs. cons.) Adj. EBITDA SEK 61m (-37% vs. ABG, -39% vs. cons.)

MSON B MIDSONA AB SERIES B
01/13/22 January 13, 2022 1 EN
Christer Linde
  • Christer Linde
PREMIUM
BTS B BTS GROUP AB B
GIG Gaming Innovati... ... (+48)

Strategy Fast Comment - Summary of ABGSC Investor Days, 7-8 Dec.

59 companies presented at the seminar Mostly Swedish small caps attending See links to all company recordings

BTS B BTS GROUP AB B
GIG GAMING INNOVATION GROUP
ELTEL ELTEL AB
ELAN B ELANDERS AB SERIES B
PRIC B PRICER AB B
CAT B TEST
SEMC SEMCON AB
CTT CTT SYSTEMS AB
FSKRS FISKARS OYJ ABP
POOL B POOLIA AB SERIES B
MSON B MIDSONA AB SERIES B
BRE2 BREDBAND2 I SKANDINAVIEN AB
NETI B NET INSIGHT AB SERIES B
DIOS DIOS FASTIGHETER AB
CRAD B C-RAD AB
EAST EASTNINE AB
DIST DISTIT AB
ENZY ENZYMATICA AB
NAPA NAPATECH
ORGANOCLICK AB
SVIK STUDSVIK
SINT SINTERCAST AB
IVSO INVISIO
G5EN G5 ENTERTAINMENT AB
FNOX FORTNOX AB
EOLU B EOLUS VIND AB
ALCA ALCADON GROUP
BIOVIC B BIOVICA INTERNATIONAL AB
BNORDIK BANKNORDIK P/F
FNM FERRONORDIC AB
STRO STRONGPOINT ASA
FLEXM FLEXION MOBILE
LITI LITIUM
BRIXMTF BRIOX
EURO EUROCON CONSULTING AB
OVZON OVZON AB
AWRD AWARDIT AB
QLINEA Q LINEA AB
OSSD OSSDSIGN
FASTAT FASTATOR
PMG PLAY MAGNUS AS
SYNACT SYNACT PHARMA
NANEXA NANEXA AB
GARO GARO AKTIEBOLAG
TETY TETHYS OIL AB
FLUO FLUOGUIDE AS
CARE CAREIUM AB A
PACT PROACT IT GROUP
12/17/21 December 17, 2021 1 EN
Fredrik Ivarsson ... (+2)
  • Fredrik Ivarsson
  • Johan Brown
MSON B Midsona AB Seri...

Midsona - A perfect storm

The report came in below our expectations A perfect storm on all fronts We lower our EBIT estimates by ~10% for ’21e-’23e

MSON B MIDSONA AB SERIES B
10/25/21 October 25, 2021 10 EN
Fredrik Ivarsson ... (+2)
  • Fredrik Ivarsson
  • Johan Brown
MSON B Midsona AB Seri...

Midsona - Soft report on easy comps

Sales SEK 893m, -10% ABGSCe, -8% vs. cons Adj. EBITDA -20% vs. ABGSCe & -27% vs. cons. Cons. estimates likely down by high-single-digits

MSON B MIDSONA AB SERIES B
10/22/21 October 22, 2021 4 EN
Fredrik Ivarsson ... (+2)
  • Fredrik Ivarsson
  • Johan Brown
MSON B Midsona AB Seri...

Midsona - Now is the time to shine

Q3 report due on 22 October We expect sales of SEK 994m and adj. EBIT of SEK 61m Slightly neg. estimate revisions on soaring raw materials

MSON B MIDSONA AB SERIES B
10/17/21 October 17, 2021 10 EN
Fredrik Ivarsson ... (+2)
  • Fredrik Ivarsson
  • Johan Brown
MSON B Midsona AB Seri...

Midsona - The grass looks greener in H2

Q2 report below expectations Q3 looking brighter: EBITDA rose y-o-y in June We reduce our EBITDA estimates by 5-4% ‘22e-‘23e

MSON B MIDSONA AB SERIES B
07/22/21 July 22, 2021 11 EN
Fredrik Ivarsson ... (+2)
  • Fredrik Ivarsson
  • Johan Brown
MSON B Midsona AB Seri...

Midsona - Finding a normalised profitability

Q1 report was on the soft side Sales 5% and adj. EBITDA 10% below ABGSCe We lower ’21-’23e sales & EBIT by 2% & 5%

MSON B MIDSONA AB SERIES B
05/02/21 May 2, 2021 12 EN
Loading...
New interest

Save your current filters as a new Interest

Please enter a name for this interest
Save

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
Save

ResearchPool Subscriptions

Get the most out of your insights

Get in touch