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NAPA NAPATECH

Napatech AS: 1 director

A director at Napatech AS bought 153,787 shares at 13.010NOK and the significance rating of the trade was 59/100. 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 ...

01/23/24 January 23, 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
Eirik Thune Øritsland ... (+2)
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard
NAPA NAPATECH

Napatech - Cautious on H2e, but LT outlook unchanged

Estimate 9% y-o-y growth in Q3 sales Lower ’21e sales by ~2% Peer EV/Sales points to share price of NOK 9-27

10/04/21 October 4, 2021 12 EN
Eirik Thune Øritsland ... (+2)
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard
NAPA NAPATECH

Napatech - On track to reach its FY targets

Underlying y-o-y sales growth of 4% in Q2 Solid long-term ambitions, potential upside to estimates Peer EV/sales points to share price of NOK 11-28

08/24/21 August 24, 2021 12 EN
Eirik Thune Øritsland ... (+2)
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard
NAPA NAPATECH

Napatech - Headwinds likely to continue in Q2

Q1 sales growth -4% y-o-y, growth to pick up in H2e Lower ’21e estimate, but lift ’23e sales by ~3% Peers point to share price of NOK 13-29

05/05/21 May 5, 2021 13 EN
Eirik Thune Øritsland ... (+2)
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard
NAPA NAPATECH

Napatech - Temporary headwinds in Q1

Q1 below expectations due to temporary headwinds Reiterates FY guidance: 18-29% underlying sales growth Minor negative estimate changes expected for ‘21e

04/28/21 April 28, 2021 5 EN
Eirik Thune Øritsland ... (+2)
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard
NAPA NAPATECH

Napatech - Long-term growth in focus on CMD

On track to reach 2022 aspirations Expects >30% from 2022+ vs ABGSC at ~25% Expect cons to lift long-term estimates by 3-8%

03/17/21 March 17, 2021 4 EN
Eirik Thune Øritsland ... (+2)
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard
NAPA NAPATECH

Napatech - Soft Q4, but solid underlying growth in 2021e

Q4 sales growth -3% y-o-y, growth to pick up in H2e Limited estimate changes, exp. 19% org. growth in ‘21e ’22e EV/sales of 3.4x vs. high-growth peers at 4.8x

03/01/21 March 1, 2021 13 EN
Aksel Øverland Engebakken ... (+3)
  • Aksel Øverland Engebakken
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard
NAPA NAPATECH

Napatech - Q4 slightly below, but solid 2021 target

Q4 slightly below expectations Targets 8-18% FX adj. growth in ‘21e, in line with ABGSC Limited estimate changes expected

02/25/21 February 25, 2021 5 EN
Aksel Øverland Engebakken ... (+3)
  • Aksel Øverland Engebakken
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard
NAPA NAPATECH

Napatech - Short-term headwind, but ’21e could be strong

Lower Q4/H1 estimates following short-term headwinds 2021 could be transformative ’22e EV/sales of 3.6x vs. high-growth peers at 4.9x

02/24/21 February 24, 2021 14 EN
Aksel Øverland Engebakken ... (+3)
  • Aksel Øverland Engebakken
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard
NAPA NAPATECH

Napatech - Solid Q3, growth outlook for Q4 uncertain

Q3 report in line with expectations ‘21e Sales revised -6% as Q4 guidance was below est. Valuation still favourable vs. international peers

10/27/20 October 27, 2020 13 EN
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