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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
XPLRA-NO XPLORA TECHNOLOGIES
11/14/24 November 14, 2024 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Herman Caspersen
  • Øystein Elton Lodgaard
XPLRA-NO XPLORA TECHNOLOGIES
11/07/24 November 7, 2024 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Herman Caspersen
  • Øystein Elton Lodgaard
XPLRA-NO XPLORA TECHNOLOGIES
10/29/24 October 29, 2024 1 EN
ABGSC IT Research ... (+2)
  • ABGSC IT Research
  • Øystein Elton Lodgaard
XPLRA-NO XPLORA TECHNOLOGIES
10/14/24 October 14, 2024 1 EN
ABGSC IT Research ... (+2)
  • ABGSC IT Research
  • Øystein Elton Lodgaard
XPLRA-NO Xplora Technolo...

Terminating coverage

ABGSC ceases coverage of Xplora due to the end of the contractual period. Our last published estimates are shown in this report.

XPLRA-NO XPLORA TECHNOLOGIES
12/07/23 December 7, 2023 1 EN
ABGSC IT Research ... (+2)
  • ABGSC IT Research
  • Øystein Elton Lodgaard
PREMIUM
XPLRA-NO Xplora Technolo...

Sharp focus on subscriptions yielding results

We lift '24e-'25e EBITA by 9% due to lower opex. Reaching 20% premium penetration could lift EBITA by ~100%. DCF points to a fair value of NOK 16-28/share.

XPLRA-NO XPLORA TECHNOLOGIES
11/06/23 November 6, 2023 1 EN
ABGSC IT Research ... (+2)
  • ABGSC IT Research
  • Øystein Elton Lodgaard
XPLRA-NO XPLORA TECHNOLOGIES
11/03/23 November 3, 2023 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard
PREMIUM
XPLRA-NO Xplora Technolo...

Proving its resilience

Strong growth in a tough market. We lift '23-'25e EBITA by 10-25%. DCF points to a fair value of NOK 18-26/share

XPLRA-NO XPLORA TECHNOLOGIES
08/21/23 August 21, 2023 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard
XPLRA-NO XPLORA TECHNOLOGIES
08/17/23 August 17, 2023 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard
XPLRA-NO XPLORA TECHNOLOGIES
06/08/23 June 8, 2023 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard
PREMIUM
XPLRA-NO Xplora Technolo...

Growing volumes in a tough market

Solid GM and device sales, '23 EBITDA +17%. Focusing on subscriptions, which has ~12x higher LTV/CAC. Fair value range of NOK 6-22/share.

XPLRA-NO XPLORA TECHNOLOGIES
05/15/23 May 15, 2023 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard
XPLRA-NO XPLORA TECHNOLOGIES
05/12/23 May 12, 2023 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard
XPLRA-NO XPLORA TECHNOLOGIES
04/18/23 April 18, 2023 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Eirik Thune Øritsland
  • Øystein Elton Lodgaard
XPLRA-NO XPLORA TECHNOLOGIES
03/17/23 March 17, 2023 1 EN
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