reports
- ABGSC Healthcare Research
- Sten Gustafsson
- ABGSC Healthcare Research
- Sten Gustafsson
Elekta AB: 1 director
A director at Elekta AB bought 113,633 shares at 48.343SEK and the significance rating of the trade was 100/100. 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 s...
- ABGSC Healthcare Research
- Sten Gustafsson
- ABGSC Healthcare Research
- Sten Gustafsson
- ABGSC Healthcare Research
- Sten Gustafsson
- ABGSC Healthcare Research
- Sten Gustafsson
- ABGSC Healthcare Research
- Sten Gustafsson
- ABGSC Healthcare Research
- Sten Gustafsson
- ABGSC Small Cap Research
- Karl Bokvist
- Nikola Kalanoski
- Simon Jönsson
- ABGSC Healthcare Research
- Sten Gustafsson
- Patrik Ling
Elekta (Hold, TP: SEK65.00) - Earnings miss and guidance cut
Elekta reported weaker earnings than we forecast and reduced its 2024/25 guidance. The company expects flat revenues (from mid-single digit growth) and lower adj. EBIT margin (from increasing margins). Order intake was strong, with c21% growth YOY driven by Elekta Evo and Elekta ONE. The share price reaction (down c9% on the reporting day) reflects the stock market’s caution’s regarding Elekta’s growth and margin progression, we believe. We reiterate our HOLD, but have cut our target price to SE...
- ABGSC Healthcare Research
- Sten Gustafsson
- ABGSC Healthcare Research
- Sten Gustafsson
- Patrik Ling
Elekta (Hold, TP: SEK70.00) - Focus on guidance for Q4
We are in line with consensus for Q3 and believe investors should focus on the guidance for Q4 and the full year, given the miss last year. 2024/25 is likely to be skewed towards Q4, which should be a ‘make or break’ quarter for the full year, despite the easy YOY comparable. We reiterate our HOLD and SEK70 target price.
- ABGSC Healthcare Research
- Sten Gustafsson
- ABGSC Small Cap Research
- Karl Bokvist
- Nikola Kalanoski
- Simon Jönsson
CTT CTT SYSTEMS AB
PREV B PREVAS B
CATE CATENA AB
GENI GENERIC SWEDEN AB PUBL
DUST DUSTIN GROUP AB
EKTA B ELEKTA AB CLASS B
STEF B STENDOERREN FASTIGHETER AB CLASS B
BONEX BONESUPPORT HOLDING AB
MIPS MIPS AB
BOOZT BOOZT AB
A2DRL9 SDIPTECH AB B
2020 2020 BULKERS LTD
FRACTL FRACTAL GAMING GROUP AB
RUG RUGVISTA GROUP AB
PACT PROACT IT GROUP
SFAB SOLID FORSAKRINGSAKTIEBOLAG
NOLA B NOLATO AB
HEM HEMNET GROUP AB (PUBL)
SLP B SWEDISH LOGISTIC PROPERTY AB
ITECH I-TECH AB
VESTUM VESTUM AB
ACAST-SE ACAST
SECT.B-SE SECTRA
GREEN GREEN LANDSCAPING GROUP AB (PUBL)
- Patrik Ling
Elekta (Hold, TP: SEK70.00) - Weaker-than-expected quarter
Elekta’s Q2 earnings report was weaker than we expected, but it reiterated its 2024/25 guidance of mid-single-digit organic growth and an improved adj. EBIT margin. However, management suggested that this year (as in the past) is set to be skewed towards Q4, and this is a risk for investors, as the full-year outcome stands and falls with a single quarter (most investors remember the earnings miss in last year’s Q4). We reiterate our HOLD but have raised our target price to SEK70 (69).
- ABGSC Healthcare Research
- Sten Gustafsson
- ABGSC Healthcare Research
- Sten Gustafsson
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