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ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Herman Caspersen
  • Øystein Elton Lodgaard
TIETO TIETOEVRY OYJ
ATEA ATEA ASA
NAPA NAPATECH
NOD NORDIC SEMICONDUCTOR ASA
CRAYN CRAYON GROUP HOLDING
AIRX AIRTHINGS AS
A2QFJZ LINK MOBILITY GROUP
PEXIP PEXIP HOLDING ASA
XPLRA-NO XPLORA TECHNOLOGIES
SMCRT SMARTCRAFT ASA
11/19/24 November 19, 2024 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Herman Caspersen
  • Øystein Elton Lodgaard
11/06/24 November 6, 2024 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Herman Caspersen
  • Øystein Elton Lodgaard
11/05/24 November 5, 2024 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Herman Caspersen
  • Øystein Elton Lodgaard
08/23/24 August 23, 2024 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Herman Caspersen
  • Øystein Elton Lodgaard
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
NAPA NAPATECH

More design wins the next trigger

2024 likely to be back-end loaded. Company still expects 3-5 more design wins in 2024. Guidance implies P/E of 4.1-8.2x.

06/19/24 June 19, 2024 1 EN
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NAPA NAPATECH

Napatech AS: 1 director

A director at Napatech AS sold 5,500,000 shares at 32.000NOK and the significance rating of the trade was 79/100. 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 ...

05/23/24 May 23, 2024 1 EN
ABGSC IT Research ... (+2)
  • ABGSC IT Research
  • Øystein Elton Lodgaard
05/16/24 May 16, 2024 1 EN
ABGSC IT Research ... (+2)
  • ABGSC IT Research
  • Øystein Elton Lodgaard
NAPA NAPATECH

First major design win secured

First IPU design win with Tier 1 server OEM. We lift '26e EBIT by 111%. New guidance implies P/E of 3.6-7.3x.

05/14/24 May 14, 2024 1 EN
Eirik Thune Øritsland ... (+2)
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard
NAPA NAPATECH

Napatech - Strategic partnerships starting to materialise

Challenging year outweighed by record large order in ’23 Could play a role in further market consolidation Fair value range of NOK 13-18/share

11/24/22 November 24, 2022 1 EN
Eirik Thune Øritsland ... (+2)
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard
PREMIUM
NAPA NAPATECH

Napatech - Challenging 2022, but 2023 looks promising

Sales 37% below ABGSC, down 33% y-o-y Lower guidance somewhat outweighed by large ‘23 order Cons ’22 EBITDA down 25-35%, small changes to ‘23

08/18/22 August 18, 2022 1 EN
Eirik Thune Øritsland ... (+2)
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard
NAPA NAPATECH

Napatech - Low gross margin due to timing of order

Sales 2% below and GM of 51% vs ABGSC at 70% Reiterates 2022 outlook with GM of 69-70% Expect small negative changes to 2022 consensus

05/03/22 May 3, 2022 1 EN
Eirik Thune Øritsland ... (+2)
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard
NAPA NAPATECH

Napatech - Steadily approaching large growth opportunity

Q1e sales to be slightly affected by supply chain issues Limited estimates changes Peers point to a share price range of NOK 6-17

04/25/22 April 25, 2022 1 EN
Eirik Thune Øritsland ... (+2)
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard
PREMIUM
NAPA NAPATECH

Napatech - Q4: Lower costs than expected

Q4 beat: lower opex than expected 2022 EBITDAC guidance above ABGSC Expect slightly lower costs in ‘22’23e

02/24/22 February 24, 2022 1 EN
Eirik Thune Øritsland ... (+2)
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard
NAPA NAPATECH

Napatech - Lower estimates on supply issues & deferrals

Q4 revenues affected by indirect supply issues Napatech indicates 27-38% y-o-y growth in 2022 Peers point to a share price of NOK 5-19

01/31/22 January 31, 2022 1 EN
Eirik Thune Øritsland ... (+2)
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard
NAPA NAPATECH

Napatech - Q4 revenues affected by indirect supply issues

‘21E sales guidance -12% due to indirect supply issues Expects ‘22E revenues ~7% below ABGSCe Cons’ ’21-22E revenues to come down by ~6-11%

01/04/22 January 4, 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
Eirik Thune Øritsland ... (+2)
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard
NAPA NAPATECH

Napatech - Investing to capture large growth opportunity

Q3 sales below, but 2021e outlook is unchanged Higher inv. in ‘22e to target Virtualisation opportunity Peer EV/Sales points to share price of NOK 9-30

11/08/21 November 8, 2021 13 EN
Eirik Thune Øritsland ... (+2)
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard
PREMIUM
NAPA NAPATECH

Napatech - Q3 sales below, but upside to our Q4 estimates

Q3 sales 2% below, 7% underlying growth Reiterates 2021 guidance: ‘21e sales 5% above ABGSC Overall positive report: small positive changes to cons

11/03/21 November 3, 2021 5 EN
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