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NWG Nordic Waterpro...

Nordic Waterproofing Holding AB: 1 director

A director at Nordic Waterproofing Holding AB sold 14,888 shares at 148.019SEK and the significance rating of the trade was 65/100. 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 ...

NWG NORDIC WATERPROOFING HOLDING AS
08/28/23 August 28, 2023 1 EN
Erik Cassel ... (+2)
  • Erik Cassel
  • Karl Bokvist
NWG Nordic Waterpro...

Nordic Waterproofing - Solid margins (for now)

Sales 9% better than ABGSCe 2021e EBIT up 7% >6% FCF yield ’22e on historical >10% EBITA CAGR

NWG NORDIC WATERPROOFING HOLDING AS
04/28/21 April 28, 2021 14 EN
Erik Cassel ... (+2)
  • Erik Cassel
  • Karl Bokvist
NWG Nordic Waterpro...

Nordic Waterproofing - 2021: Focus on M&A growth

5% organic growth, 3% adj. EBIT growth ’21e-’22e sales up 5-6% on acquisitions 12x EV/EBITA ’21e on >10% historical EBITA CAGR

NWG NORDIC WATERPROOFING HOLDING AS
02/10/21 February 10, 2021 16 EN
Erik Cassel ... (+2)
  • Erik Cassel
  • Karl Bokvist
NWG Nordic Waterpro...

Nordic Waterproofing - Improved y-o-y, but below expectations

5% organic sales growth, 3% adj. EBIT growth Adj. EBIT margin expanded from 8.4% to 8.6% 13x EV/EBITA ‘21e, c. 7% lease adj. FCF yields

NWG NORDIC WATERPROOFING HOLDING AS
02/09/21 February 9, 2021 4 EN
Erik Cassel ... (+2)
  • Erik Cassel
  • Karl Bokvist
NWG Nordic Waterpro...

Nordic Waterproofing - Another strong quarter

5% org. sales growth, adj. EBIT margin of 16% We raise ‘20e, ‘21e and ‘22e EBIT by 7%, 3% and 1% 11x EV/EBITA and >6% lease adj. FCF yield

NWG NORDIC WATERPROOFING HOLDING AS
11/04/20 November 4, 2020 20 EN
Erik Cassel ... (+2)
  • Erik Cassel
  • Karl Bokvist
NWG Nordic Waterpro...

Nordic Waterproofing - Strong margins drive earnings beat

5% organic sales growth, 34% adj. EBIT growth Adj. EBIT margin expanded from 12.1% to 15.9% 11x EV/EBIT ‘21e, c. 7% lease adj. FCF yields

NWG NORDIC WATERPROOFING HOLDING AS
11/03/20 November 3, 2020 5 EN
Erik Cassel ... (+3)
  • Erik Cassel
  • Filip Helmroth
  • Karl Bokvist
PREMIUM
NWG Nordic Waterpro...

Nordic Waterproofing - ESG profile

All of NWG’s units apply environmental management systems to actively reduce energy consumption and emissions. About 45% of energy consumption stems from electricity, 5% from district heating and ~50% from natural gas. We lack employee turnover data, but NWG has a strong focus on training programmes and trainee positions due to difficulties recruiting skilled labour. Given the personnel intensity of Installation Services, we see NWG having the potential to sustain growth and profitability if it ...

NWG NORDIC WATERPROOFING HOLDING AS
09/25/20 September 25, 2020 2 EN
Erik Cassel ... (+2)
  • Erik Cassel
  • Karl Bokvist
NWG Nordic Waterpro...

Nordic Waterproofing - Unmoved by COVID-19

Strong Q2, 43% EBIT growth, close to ATH margins We lift ‘20e, ‘21e and ‘22e EBIT by 16%, 3% and 2% 10x EV/EBITA ‘20e on >10% historical EBITA CAGR

NWG NORDIC WATERPROOFING HOLDING AS
07/26/20 July 26, 2020 18 EN
Erik Cassel ... (+2)
  • Erik Cassel
  • Karl Bokvist
NWG Nordic Waterpro...

Nordic Waterproofing - Strong earnings growth

7% organic sales growth, 43% EBIT growth Margins expanded from 10.7% to 14.4%, mkt share gains 10x EV/EBITA ‘21e, 6-7% lease adj. FCF yields

NWG NORDIC WATERPROOFING HOLDING AS
07/24/20 July 24, 2020 6 EN
Erik Cassel ... (+2)
  • Erik Cassel
  • Karl Bokvist
NWG Nordic Waterpro...

Nordic Waterproofing - The waterproofing market stands strong

Q2 report this Friday, 24 July at 08.00 CET EBIT up 18-3% ‘20e-‘22e on continued good demand 10x EBITA ‘21e on >10% historical EBITA CAGR

NWG NORDIC WATERPROOFING HOLDING AS
07/23/20 July 23, 2020 11 EN
Anders Idborg ... (+2)
  • Anders Idborg
  • Karl Bokvist
NWG Nordic Waterpro...

Nordic Waterproofing - Positive outlook heading into Q2

14% org. sales growth, company optimistic on Q2 We revise our ’20e-’22e adj. EBIT estimates up by 10-2% 8x EBITA ’21e, 10x P/E ’21e, >9% lease adj. FCF yields

NWG NORDIC WATERPROOFING HOLDING AS
05/04/20 May 4, 2020 21 EN
Anders Idborg ... (+2)
  • Anders Idborg
  • Karl Bokvist
NWG Nordic Waterpro...

Nordic Waterproofing - Strong volumes, and a small profit

14% organic sales growth, EBIT SEK 2m (-7m Q1’19) Q1 seasonally small quarter, positive sales indications 11x P/E ‘21e, Nordic constr. market holding up so far

NWG NORDIC WATERPROOFING HOLDING AS
05/04/20 May 4, 2020 6 EN
Anders Idborg ... (+2)
  • Anders Idborg
  • Karl Bokvist
NWG Nordic Waterpro...

Nordic Waterproofing - Finding COVID-19 shelter in Nordic renovation

COVID-19 impact should be relatively small Adj. EBIT -23% ’20e on expected new-build weakening 10-8x EV/EBITA ‘20e-’21e, 8-9% lease adj. FCF yields

NWG NORDIC WATERPROOFING HOLDING AS
04/08/20 April 8, 2020 15 EN
Anders Idborg ... (+2)
  • Anders Idborg
  • Karl Bokvist
PREMIUM
NWG Nordic Waterpro...

Nordic Waterproofing - ESG profile

All of NWG’s manufacturing units apply environmental management systems to actively reduce energy consumption and emissions. About 45% of energy consumption stems from electricity, 5% from district heating and ~50% from natural gas. We lack employee turnover data, but NWG has a strong focus on training programmes and trainee positions due to difficulties recruiting skilled labour. Given the personnel intensity of Installation Services, we see NWG having the potential to sustain growth and prof...

NWG NORDIC WATERPROOFING HOLDING AS
02/17/20 February 17, 2020 2 EN
Anders Idborg ... (+2)
  • Anders Idborg
  • Karl Bokvist
NWG Nordic Waterpro...

Nordic Waterproofing - Well-positioned for continued earnings growth

5% organic growth, 24% adj. EBIT growth EBIT up 3% ‘20e-‘21e on continued momentum 10x EV/EBITA ’20e on >10% historical EBITA CAGR

NWG NORDIC WATERPROOFING HOLDING AS
02/07/20 February 7, 2020 21 EN
Anders Idborg ... (+2)
  • Anders Idborg
  • Karl Bokvist
NWG Nordic Waterpro...

Nordic Waterproofing - 2019 EBIT target well within reach

Q4 report on 6 February Minor estimate changes, 9% adj. EBIT growth in Q4e 11x ‘20e adj. EV/EBITA, 5% dividend yield

NWG NORDIC WATERPROOFING HOLDING AS
01/20/20 January 20, 2020 13 EN
Anders Idborg ... (+2)
  • Anders Idborg
  • Karl Bokvist
PREMIUM
NWG Nordic Waterpro...

Nordic Waterproofing - What a way to wrap up the summer

Market share gains and tailwinds drove 26% EBIT growth Adj. EBIT up 5% ’19e on strong Q3, +2% for ‘20e-‘21e Still 10x EV/EBITA adj. ‘20e with plenty of firepower

NWG NORDIC WATERPROOFING HOLDING AS
11/01/19 November 1, 2019 24 EN
Anders Idborg ... (+2)
  • Anders Idborg
  • Karl Bokvist
PREMIUM
NWG Nordic Waterpro...

Nordic Waterproofing - Solid quarter expected for Q3

Q3 report on 31 October +12% adj. EBIT growth expected, small revisions 10x EV/EBITA adj. on >10% historical adj. EBITA CAGR

NWG NORDIC WATERPROOFING HOLDING AS
10/15/19 October 15, 2019 13 EN
Anders Idborg ... (+2)
  • Anders Idborg
  • Karl Bokvist
PREMIUM
NWG Nordic Waterpro...

Nordic Waterproofing - Good start to the summer season

25% EBIT growth on 21% sales growth Negative EBIT revisions of 2-3% due to lowered margins 10x EV/EBITA adj. ’19e on 5-6% dividend yields

NWG NORDIC WATERPROOFING HOLDING AS
07/25/19 July 25, 2019 20 EN
Anders Idborg ... (+2)
  • Anders Idborg
  • Karl Bokvist
PREMIUM
NWG Nordic Waterpro...

Nordic Waterproofing - Margin improvement to signal trend change

Q2 report on 25 July 20% adj. EBITA growth expected, lowered hedge effect 9x EV/EBITA adj. on >10% historical adj. EBITA CAGR

NWG NORDIC WATERPROOFING HOLDING AS
07/09/19 July 9, 2019 13 EN
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