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ABGSC Construct. & Real Estate Research ... (+2)
  • ABGSC Construct. & Real Estate Research
  • Peter Sehested

Estimates up, fundamentals prompt upgrade

EBIT forecasts raised by 7-11% for '24e-'26e. Valuing the share on mid-cycle multiples. TP raised to DKK 3,100 (2,700) - upgrading to BUY.

Patrik Ling
  • Patrik Ling

Getinge (Buy, TP: SEK240.00) - Uncertainty regarding FDA issues

Getinge yesterday hosted a meeting to discuss its new long-term financial targets, where it also commented on the recent FDA communication to healthcare facilities in the US advising users to transition away from Getinge’s equipment in cardiopulmonary and cardiac assist. However, the company has limited visibility on the size of the financial impact. We reiterate our BUY, but have lowered our target price to SEK240 (255).

ABGSC Retail Research ... (+3)
  • ABGSC Retail Research
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
ABGSC Healthcare Research ... (+2)
  • ABGSC Healthcare Research
  • Sten Gustafsson

Mounting concerns

Increased uncertainty of earnings development. Adj. EBITA revised down 2.3%-4.5% for '24e-'26e. HOLD maintained, TP down to SEK 198 (225)

Jacob Berg Nielsen
  • Jacob Berg Nielsen
 PRESS RELEASE

ROCKWOOL nimmt Indien, China und Slowenien in das Rockcycle-Programm a...

ROCKWOOL nimmt Indien, China und Slowenien in das Rockcycle-Programm auf Das Rücknahmeprogramm von ROCKWOOL, Rockcycle, erleichtert das Recycling in einem geschlossenen Kreislauf und ist jetzt in 21 Ländern weltweit verfügbar – darunter in Nordamerika, Europa und Asien. HEDEHUSENE, Dänemark, May 15, 2024 (GLOBE NEWSWIRE) -- Bau- und Abbruchabfälle machen 30 Prozent des gesamten weltweit produzierten Abfalls aus, wobei schätzungsweise durchschnittlich mehr als 35 Prozent davon auf Deponien landen, was auf die dringende Notwendigkeit hinweist, diese Herausforderung zu bewältigen. Mit Ro...

 PRESS RELEASE

ROCKWOOL inscrit l'Inde, la Chine et la Slovénie au programme Rockcycl...

ROCKWOOL inscrit l'Inde, la Chine et la Slovénie au programme Rockcycle Le programme de reprise de ROCKWOOL, Rockcycle, facilite le recyclage en circuit fermé et est désormais disponible dans 21 pays, notamment en Amérique du Nord, en Europe et en Asie. HEDEHUSENE, Danemark, 15 mai 2024 (GLOBE NEWSWIRE) -- Les déchets de construction et de démolition représentent 30 % du total des déchets générés dans le monde, avec une moyenne estimée à plus de 35 % finissant dans les décharges chaque , preuve qu'il est urgent de s'attaquer à ce défi. Grâce à Rockcycle, ROCKWOOL récupère la laine de r...

ABGSC Construct. & Real Estate Research ... (+2)
  • ABGSC Construct. & Real Estate Research
  • Peter Sehested
 PRESS RELEASE

ROCKWOOL A/S – transaktioner i henhold til aktietilbagekøbsprogram

ROCKWOOL A/S – transaktioner i henhold til aktietilbagekøbsprogram Selskabsmeddelelsefor ROCKWOOL A/SMeddelelse nr. 24 – 2024til Nasdaq Copenhagen         15. maj 2024 ROCKWOOL A/S – transaktioner i henhold til aktietilbagekøbsprogram Som meddelt i selskabsmeddelelse nr. 02/2024 har ROCKWOOL A/S iværksat et aktietilbagekøbsprogram, som løber i perioden fra og med 8. februar 2024 og til og med den 7. februar 2025. I denne periode vil Selskabet købe egne aktier for op til maksimalt 160 mio. euro. Tilbagekøbsprogrammet gennemføres i henhold til EU-Kommissionens forordning nr. 596/2014 af 1...

 PRESS RELEASE

ROCKWOOL A/S – transactions in connection with share buy-back programm...

ROCKWOOL A/S – transactions in connection with share buy-back programme Company announcementfor ROCKWOOL A/SRelease no. 24 – 2024to Nasdaq Copenhagen         15 May 2024 ROCKWOOL A/S – transactions in connection with share buy-back programme As mentioned in announcement no. 02/2024, ROCKWOOL A/S has initiated a share buy-back programme which will run from 8 February 2024 until 7 February 2025. During this period, the Company will buy own shares for up to a maximum of 160 MEUR. The programme is implemented in accordance with EU Commission Regulation No 596/2014 of 16 April 2014 and EU Co...

 PRESS RELEASE

Positive sales momentum and strong profitability in challenging market...

Positive sales momentum and strong profitability in challenging markets Report on the first quarter of 2024for ROCKWOOL A/SRelease no. 23 – 2024to Nasdaq Copenhagen 15 May 2024 Positive sales momentum and strong profitability in challenging markets Highlights Sales in Q1 2024 totalled 918 MEUR, an increase of six percent in both local currencies and reported figures compared to a weak quarter last year.EBITDA in Q1 2024 reached 216 MEUR, an increase of 32 percent in reported figures compared to Q1 2023. The EBITDA margin was 23.5 percent, up 4.6 percentage points from last year. Higher ...

ABGSC Healthcare Research ... (+2)
  • ABGSC Healthcare Research
  • Sten Gustafsson
 PRESS RELEASE

ROCKWOOL enrols India, China, and Slovenia in Rockcycle programme

ROCKWOOL enrols India, China, and Slovenia in Rockcycle programme ROCKWOOL’s take back programme, Rockcycle, facilitates closed-loop recycling and is now available in 21 countries globally – including in North America, Europe and Asia. HEDEHUSENE, Denmark, May 13, 2024 (GLOBE NEWSWIRE) -- Construction and demolition waste accounts for 30 percent of total waste produced globally, with an estimated average of more than 35 percent of it ending in landfills , indicating an urgent need to tackle this challenge. With Rockcycle, ROCKWOOL takes back stone wool material from construction, r...

Multiconsult ASA: 1 director

A director at Multiconsult ASA bought 1,800 shares at 149.500NOK 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 clea...

Simen Mortensen
  • Simen Mortensen

Multiconsult (Buy, TP: NOK165.00) - Above consensus, in line with DNBe

Q1 EBITA was 11% above company-compiled consensus and in line with our estimate. Organic growth was 9.8% and the order backlog increased 9% YOY, outperforming our estimate by 5%. The billing ratio was better than we expected, but the rate was the below our forecast. We have made minor forecast changes following the Q1 results, mainly on updated KPIs. We reiterate our BUY and have raised our target price to NOK165 (160).

ABGSC Construct. & Real Estate Research ... (+3)
  • ABGSC Construct. & Real Estate Research
  • Bengt Jonassen
  • Njål Kleiven

Running faster than ever

Q1: EBITA of NOK 137m vs. consensus NOK 123m. Could add +20% to EBIT through M&A. Trading at 15-20% discount to Nordic peers. BUY.

 PRESS RELEASE

ROCKWOOL A/S – transactions in connection with share buy-back programm...

ROCKWOOL A/S – transactions in connection with share buy-back programme Company announcementfor ROCKWOOL A/SRelease no. 22 – 2024to Nasdaq Copenhagen         8 May 2024 ROCKWOOL A/S – transactions in connection with share buy-back programme As mentioned in announcement no. 02/2024, ROCKWOOL A/S has initiated a share buy-back programme which will run from 8 February 2024 until 7 February 2025. During this period, the Company will buy own shares for up to a maximum of 160 MEUR. The programme is implemented in accordance with EU Commission Regulation No 596/2014 of 16 April 2014 and EU Com...

ABGSC Construct. & Real Estate Research ... (+3)
  • ABGSC Construct. & Real Estate Research
  • Bengt Jonassen
  • Njål Kleiven
Jacob Berg Nielsen
  • Jacob Berg Nielsen
ABGSC Construct. & Real Estate Research ... (+2)
  • ABGSC Construct. & Real Estate Research
  • Peter Sehested

Good Q1 prompts EBIT revision of 16%

Sales and EBIT forecasts raised by 6% and 15%. Surprise uptake in industrial sales in CEE region. TP raised to DKK 2,700: HOLD.

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