reports
- Johannes Grunselius
Billerud (Buy, TP: SEK130.00) - In a good place with excess cash
Despite escalating macroeconomic uncertainty, we remain convinced that Billerud has healthy pricing power in Europe and is in a good position to increase its capacity utilisation for its well-performing US business. Our 2025e earnings are largely unchanged, but due to FX (much stronger SEK) and a sharp reduction of free CO2 allowances from 2026, we have cut our 2026–2027e EBITDA by c8%. We continue to see an attractive investment case, as our forecasts translate into appealing multiples, while t...
- Maria Karlsson Osipova
XVIVO Perfusion (Buy, TP: SEK520.00) - Marathon focus in a sprint mark...
We expect a soft start to 2025, with Q1e revenue growth of c11% YOY, sales of SEK207m, and EBITDA of SEK47m. However, the temporary revenue-growth issue does not affect our long-term view. We reiterate our BUY, but have cut our target price to SEK520 (567).
- ABGSC Pulp & Paper Research
- Ali Shemmari
- Martin Melbye
HMS Networks publicerar årsredovisning för 2024
HMS Networks publicerar årsredovisning för 2024 HMS Networks årsredovisning för 2024 finns nu tillgänglig på koncernens hemsida: . Tryckt version av årsredovisningen kommer finnas tillgänglig i mitten av april. Beställning sker genom mejl till . Den svenska årsredovisningen finns även tillgänglig på HMS hemsida i European Single Electronic Format (ESEF). För mer information, vänligen kontakta:CEO Staffan Dahlström, telefon: 035-17 29 01 CFO Joakim Nideborn, telefon: 035-71 06 983 Denna information är sådan information som HMS Networks AB (publ) är skyldiga att offentliggöra enligt lag om...
The Swedish and English version of HMS Network’s Annual Report 2024 is...
The Swedish and English version of HMS Network’s Annual Report 2024 is now available The Swedish and English version of HMS Networks’ Annual Report 2024 is now available on our website: . Printed reports will be available in mid-April and can be ordered by e-mail to . The Swedish Annual Report is also available on the Group’s website in European Single Electronic Format (ESEF). For more information please contact: CEO Staffan Dahlström, phone: CFO Joakim Nideborn, phone: 3 This information is such information that HMS Networks AB (publ) is obliged to make public pursuant to the Securi...
Scandic Hotels Group AB: 1 director
A director at Scandic Hotels Group AB bought 3,500 shares at 78.250SEK 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 year...
Notice of the Annual General Meeting of HMS Networks AB
Notice of the Annual General Meeting of HMS Networks AB The shareholders of HMS Networks AB (publ), Reg. no. 556661-8954, are hereby invited to the Annual General Meeting, which will be held at 10.30 a.m on Thursday April 24, 2025, at the HMS head office, Stationsgatan 37, Halmstad. Registration for the Annual General Meeting will begin at 9.30 a.m. Right to participate in the Annual General MeetingShareholders who wish to participate in the Annual General Meeting must be registered in the share register kept by Euroclear Sweden AB (the Swedish Central Securities Depository) on Monday Apri...
Kallelse till årsstämma i HMS Networks AB
Kallelse till årsstämma i HMS Networks AB Aktieägarna i HMS Networks AB (publ), org. nr. 556661–8954, kallas härmed till årsstämma torsdagen den 24 april 2025 klockan 10.30 i bolagets lokaler, Stationsgatan 37, Halmstad. Inregistrering för stämman börjar kl. 09.30. Rätt att delta vid årsstämmanAktieägare som önskar delta vid årsstämman ska dels vara införd i den av Euroclear Sweden AB förda aktieboken måndagen den 14 april 2025, dels anmäla sitt deltagande senast onsdagen den 16 april 2025, gärna före klockan 16.00. Anmälan ska ske via telefon 035-17 29 00, skriftligen till HMS Networks A...
- ABGSC IT Research
- Daniel Thorsson
- Simon Granath
- Mattias Holmberg
Set for spicy growth
Our recent field trip to India (visiting Volvo, Epiroc, Trelleborg, Autoliv and others) alongside our analysis suggests the country is set to take centre stage as a global manufacturing hub over the coming decade, shifting from being the sixth- to the third-largest end-market for the Swedish Industrial sector. India’s strong economic growth trajectory and favourable demographics mean the companies: 1) see double-digit growth as sustainable; 2) are pursuing manufacturing capacity expansions; and ...
ABB ABB LTD.
ELUX B ELECTROLUX AB CLASS B
SAND SANDVIK AB
HUSQ B HUSQVARNA AB CLASS B
ALV AUTOLIV INC.
TREL B TRELLEBORG AB CLASS B
ASSA B ASSA ABLOY AB CLASS B
DOM DOMETIC GROUP AB
LIAB LINDAB INTERNATIONAL AB
SKF B SKF AB CLASS B
HPOL B HEXPOL AB CLASS B
ALIG ALIMAK GROUP AB
ALFA ALFA LAVAL AB
ATCO A ATLAS COPCO AB CLASS A
EPRO B ELECTROLUX PROFESSIONAL
HEXA B HEXAGON AB
SYSR SYSTEMAIR AB
EPI A EPIROC AB
VOLCARb VOLVO CARS
BEIJ B BEIJER REF AB
NIBE B NIBE INDUSTRIER AB
Invitation to HMS Networks’ Capital Markets Day on September 9, 2025
Invitation to HMS Networks’ Capital Markets Day on September 9, 2025 HMS have the pleasure to invite investors, analysts and media to a hybrid Capital Markets Day on Tuesday, September 9, 2025, between 09.00-12.00 CEST in Stockholm’s city center. President and CEO Staffan Dahlström, together with Joakim Nideborn, CFO, and other senior executives, will provide the financial market and media with information regarding HMS’ strategy and growth opportunities as well as the financial development. More information about the event, the location, and how to register will be published in August....
Inbjudan till HMS Networks kapitalmarknadsdag 9 september 2025
Inbjudan till HMS Networks kapitalmarknadsdag 9 september 2025 HMS har nöjet att bjuda in investerare, analytiker och media till en hybrid kapitalmarknadsdag, tisdag 9 september 2025, klockan 09.00-12.00 i centrala Stockholm. CEO och koncernchef Staffan Dahlström kommer tillsammans med CFO Joakim Nideborn och andra ledande befattningshavare delge information om HMS strategi och tillväxtmöjligheter samt finansiella utveckling. Mer information om eventet, plats och registrering publiceras i augusti. För mer information, kontakta:Staffan Dahlström, VD HMS, +46 (0)35 17 29 01Joakim Nideborn,...
- ABGSC Pulp & Paper Research
- Ali Shemmari
- Martin Melbye
Billerud AB: 1 director
A director at Billerud AB bought 4,545 shares at 11.317USD 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 clearly sh...
- Adrian Pehl
- Emira Sagaama
POM PLASTIC OMNIUM SE
ISS ISS A/S
FAGR FAGRON SA
GOE GROUPE GORGE SA
BB SOCIETE BIC SA
ERA ERAMET SA
INH INDUS HOLDING AG
KRN KRONES AG
MCPHY MCPHY ENERGY SA
EDR EDREAMS ODIGEO SA
SHOT SCANDIC HOTELS GROUP
SAFE SAFESTORE HOLDINGS PLC
VGP VGP NV
AMAG AMAG AUSTRIA METALL AG
VRLA VERALLIA SAS
AZE AZELIS GROUP NV
LOCAL SOLOCAL GROUP
- Adrian Pehl
- Emira Sagaama
POM PLASTIC OMNIUM SE
ISS ISS A/S
FAGR FAGRON SA
GOE GROUPE GORGE SA
BB SOCIETE BIC SA
ERA ERAMET SA
INH INDUS HOLDING AG
KRN KRONES AG
MCPHY MCPHY ENERGY SA
EDR EDREAMS ODIGEO SA
SHOT SCANDIC HOTELS GROUP
SAFE SAFESTORE HOLDINGS PLC
VGP VGP NV
AMAG AMAG AUSTRIA METALL AG
VRLA VERALLIA SAS
AZE AZELIS GROUP NV
LOCAL SOLOCAL GROUP
- Karl-Johan Bonnevier
Scandic Hotels (Buy, TP: SEK115.00) - Solid mix of growth and returns
Scandic Hotels ended 2024 on a strong note, with still-solid FCF generation in the seasonally slower Q4. Moreover, its CMD highlighted a new room-growth goal, adding to the supportive market outlook, and the record-strong financials allow for a more ambitious capital allocation policy (dividend and share buybacks). With its ‘financial muscle’ better utilised, we have updated our valuation base to an EV/EBITDA of 8x, on a par with the valuation when Hilton took it private in 2001. We reiterate ou...
- Fehmi Ben Naamane
- Fehmi Ben Naamane
- Luis de Toledo Heras
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
VCT VICAT-CIMENTS VICAT SA
SSAB A SSAB AB CLASS A
FLY SOCIETE FONCIERE LYONNAISE SA
SZG SALZGITTER AG
VOE VOESTALPINE AG
ELG ELMOS SEMICONDUCTOR SE
ACX ACERINOX SA
NOEJ NORMA GROUP SE
BB SOCIETE BIC SA
NEX NEXANS SA
ERA ERAMET SA
ICAD ICADE SA
NDA AURUBIS AG
GREEN GREENYARD NV
ROYAL VOPAK NV
SFZN SIEGFRIED HOLDING AG
AED AEDIFICA SA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ONTEX ONTEX GROUP N.V.
SHOT SCANDIC HOTELS GROUP
ENG ENAGAS SA
RIO RIO TINTO PLC
BHP BHP GROUP LTD
MVC METROVACESA SA
AMAG AMAG AUSTRIA METALL AG
MEDCL MEDINCELL SA
SFQ SAF-HOLLAND SE
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