View 
FILTERS (0)
* Not connected to ResearchPool

MORE FILTERS

   reports
ABGSC Retail Research ... (+3)
  • ABGSC Retail Research
  • Benjamin Wahlstedt
  • Nikola Kalanoski
NIL.B-SE Nilörngrup...

Outdoor demand rebound likely in H2'24

Positive order intake momentum. Outdoor demand rebound during Q3. '24e-'26e EBIT up 3-2%.

NIL.B-SE NILöRNGRUPPEN
04/17/24 April 17, 2024 1 EN
ABGSC Retail Research ... (+3)
  • ABGSC Retail Research
  • Benjamin Wahlstedt
  • Nikola Kalanoski
NIL.B-SE NILöRNGRUPPEN
04/17/24 April 17, 2024 1 EN
ABGSC Retail Research ... (+3)
  • ABGSC Retail Research
  • Benjamin Wahlstedt
  • Nikola Kalanoski
NIL.B-SE Nilörngrup...

Q1 order intake to show the way

Order intake likely to improve. Sports & outdoor demand should normalise during '24. '24e-'26e EBIT up 2%.

NIL.B-SE NILöRNGRUPPEN
04/09/24 April 9, 2024 1 EN
ABGSC Retail Research ... (+3)
  • ABGSC Retail Research
  • Benjamin Wahlstedt
  • Nikola Kalanoski
NIL.B-SE Nilörngrup...

On the right track back to normalcy

Order intake growth adds visibility. Sports & outdoor demand should normalise during '24. '24e-'25e EBIT up 2%.

NIL.B-SE NILöRNGRUPPEN
02/12/24 February 12, 2024 1 EN
ABGSC Retail Research ... (+3)
  • ABGSC Retail Research
  • Benjamin Wahlstedt
  • Nikola Kalanoski
NIL.B-SE NILöRNGRUPPEN
02/09/24 February 9, 2024 1 EN
ABGSC Retail Research ... (+3)
  • ABGSC Retail Research
  • Benjamin Wahlstedt
  • Nikola Kalanoski
NIL.B-SE Nilörngrup...

Destocking and margin normalisation ahead

Vast majority of inventory normalisation likely to be completed in the coming 6-9 months. '23e-'25e EBIT down 4-1%.

NIL.B-SE NILöRNGRUPPEN
02/05/24 February 5, 2024 1 EN
ABGSC Retail Research ... (+3)
  • ABGSC Retail Research
  • Benjamin Wahlstedt
  • Nikola Kalanoski
NIL.B-SE Nilörngrup...

Higher visibility on order intake

Quarterly order intake of SEK 160-180m likely maintainable. '23e-'25e adj. EBIT up 17-2%, '23e-'24e EV/EBIT 9-8x.

NIL.B-SE NILöRNGRUPPEN
10/25/23 October 25, 2023 1 EN
ABGSC Retail Research ... (+3)
  • ABGSC Retail Research
  • Benjamin Wahlstedt
  • Nikola Kalanoski
NIL.B-SE NILöRNGRUPPEN
10/25/23 October 25, 2023 1 EN
ABGSC Retail Research ... (+3)
  • ABGSC Retail Research
  • Benjamin Wahlstedt
  • Nikola Kalanoski
NIL.B-SE Nilörngrup...

At the mercy of client inventory levels

Order intake likely to start stabilising. Healthy balance sheet helpful to gain market share. '23e-'25e EBIT down 13-4%.

NIL.B-SE NILöRNGRUPPEN
10/16/23 October 16, 2023 1 EN
New interest

Save your current filters as a new Interest

Please enter a name for this interest
Save

Email alerts

Would you like to receive real-time email alerts when a new report is published under this interest?

Save This Search

These search results will show up under 'Saved searches' in the left panel

Please enter a name for this saved search
Save

ResearchPool Subscriptions

Get the most out of your insights

Get in touch