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ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Henric Hintze
  • Olof Cederholm
PREMIUM
RATO B Ratos AB Class ...

Improving margins in a weak market

Stronger-than-expected start to the year, but seasonally small quarter. Five new reporting segments make a more sensible structure. Hopeful on structural deals NTM, add-ons and minorities in meantime.

RATO B RATOS AB CLASS B
04/29/24 April 29, 2024 1 EN
ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Henric Hintze
  • Olof Cederholm
RATO B RATOS AB CLASS B
04/29/24 April 29, 2024 1 EN
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RATO B Ratos AB Class ...

Ratos AB: 1 director

A director at Ratos AB bought 200,000 shares at 37.790SEK and the significance rating of the trade was 67/100. 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 sho...

RATO B RATOS AB CLASS B
03/29/24 March 29, 2024 1 EN
Henric Hintze ... (+2)
  • Henric Hintze
  • Olof Cederholm
PREMIUM
RATO B Ratos AB Class ...

Ratos - Ratos completes Semcon bid

96% bid acceptance ‘23e-‘24e sales up 7%, adj. EBITA up 8-9% Reiterate BUY with new TP of SEK 50 (56)

RATO B RATOS AB CLASS B
10/28/22 October 28, 2022 1 EN
Henric Hintze ... (+3)
  • Henric Hintze
  • Max Bacco
  • Olof Cederholm
PREMIUM
RATO B Ratos AB Class ...

Ratos - Possible divestments ahead

Plantagen underperforms, construction & services shines Management opens up for divestments Reiterate BUY, TP to SEK 56 (53)

RATO B RATOS AB CLASS B
10/24/22 October 24, 2022 1 EN
Henric Hintze ... (+3)
  • Henric Hintze
  • Max Bacco
  • Olof Cederholm
PREMIUM
RATO B Ratos AB Class ...

Ratos - Management opens up for divestments

Sales and adj. EBITA 4% and 3% vs. cons Cons. est to remain fairly intact Share to trade in line with market

RATO B RATOS AB CLASS B
10/24/22 October 24, 2022 1 EN
Henric Hintze ... (+3)
  • Henric Hintze
  • Max Bacco
  • Olof Cederholm
PREMIUM
RATO B Ratos AB Class ...

Ratos - Heads-up for report 24 October

Ratos will report its Q3 on Monday 24, October. A conference call will follow at 09:00. The call can be followed on YouTube. Participants who wish to ask questions must pre-register.

RATO B RATOS AB CLASS B
10/17/22 October 17, 2022 1 EN
Henric Hintze ... (+3)
  • Henric Hintze
  • Max Bacco
  • Olof Cederholm
PREMIUM
RATO B Ratos AB Class ...

Ratos - Q3 looks set to be decent

Flat organic growth and slightly lower margins in Q3e We lower ‘22e-‘24e adj. EBITA estimates by 6-10% Reduced TP of SEK 53 (75), 13x ‘23e EV/EBITA at TP

RATO B RATOS AB CLASS B
10/04/22 October 4, 2022 1 EN
Henric Hintze ... (+3)
  • Henric Hintze
  • Max Bacco
  • Olof Cederholm
PREMIUM
RATO B Ratos AB Class ...

Ratos - Etteplan will not raise its offer for Semcon

Etteplan withdraws from the bidding process 52% of owners on board, 90% needed Bid at 12x ‘23e EV/EBIT, slightly above peer multiplies

RATO B RATOS AB CLASS B
09/27/22 September 27, 2022 1 EN
Derek Laliberté ... (+4)
  • Derek Laliberté
  • Henric Hintze
  • Max Bacco
  • Olof Cederholm
PREMIUM
RATO B Ratos AB Class ...

Ratos - A brief look at Semcon

Aims to create a more homogenous group… …through further acquisitions and divestments Semcon could add 9% to ‘23e EBITA

RATO B RATOS AB CLASS B
09/26/22 September 26, 2022 1 EN
Derek Laliberté ... (+3)
  • Derek Laliberté
  • Max Bacco
  • Olof Cederholm
PREMIUM
RATO B Ratos AB Class ...

Ratos - Enters the public market

Offers SEK 157 per share for Semcon… …corresponding to 12.5x ‘23e EV/EBIT (ABGSCe) Ratos trading at 8x f12m EV/EBITA

RATO B RATOS AB CLASS B
09/26/22 September 26, 2022 1 EN
Derek Laliberté ... (+3)
  • Derek Laliberté
  • Max Bacco
  • Olof Cederholm
PREMIUM
RATO B Ratos AB Class ...

Ratos - Construction & Services saves the day

Given the circumstances, Plantagen held up well SEK 4bn in M&A headroom, could add 20% to ‘23e ests. 10x ‘23e EV/EBITA – we maintain BUY

RATO B RATOS AB CLASS B
07/18/22 July 18, 2022 1 EN
Derek Laliberté ... (+3)
  • Derek Laliberté
  • Max Bacco
  • Olof Cederholm
PREMIUM
RATO B Ratos AB Class ...

Ratos - Third best quarter in Plantagen’s history

Sales and adj. EBITA 1% above cons Estimates to remain fairly intact Share to trade in line with market today

RATO B RATOS AB CLASS B
07/18/22 July 18, 2022 1 EN
Derek Laliberté ... (+3)
  • Derek Laliberté
  • Max Bacco
  • Olof Cederholm
PREMIUM
RATO B Ratos AB Class ...

Ratos - Heads-up for report 18 July

Ratos will report Q2 on Monday, 18 July, 07:00. A conference call will follow at 09:00, dial in: SE 4

RATO B RATOS AB CLASS B
07/13/22 July 13, 2022 1 EN
Derek Laliberté ... (+3)
  • Derek Laliberté
  • Max Bacco
  • Olof Cederholm
PREMIUM
RATO B Ratos AB Class ...

Ratos - Standing strong in a challenging environement

Q2 report due on Monday, 18 July ’23e-‘24e adj. EBITA up 6%, mainly on M&A M&A headroom remains substantial at SEK 6bn

RATO B RATOS AB CLASS B
06/20/22 June 20, 2022 1 EN
Derek Laliberté ... (+3)
  • Derek Laliberté
  • Max Bacco
  • Olof Cederholm
PREMIUM
RATO B Ratos AB Class ...

Ratos - Ratos enters the consulting industry

Ratos’ CEO has experience in consulting Knightec – an attractive company at a good price Ratos looks attractive at 11x ‘22e EV/EBITA

RATO B RATOS AB CLASS B
06/16/22 June 16, 2022 1 EN
Derek Laliberté ... (+3)
  • Derek Laliberté
  • Max Bacco
  • Olof Cederholm
PREMIUM
RATO B Ratos AB Class ...

Ratos - Cashin’ in SEK 725m

Divests all shares in Dun & Bradstreet… …strengthening an already strong balance sheet Trading at 12-11x ‘22e-‘23e EV/EBITA

RATO B RATOS AB CLASS B
06/02/22 June 2, 2022 1 EN
Derek Laliberté ... (+3)
  • Derek Laliberté
  • Max Bacco
  • Olof Cederholm
PREMIUM
RATO B Ratos AB Class ...

Ratos - All eyes on Plantagen in Q2

In this report, we take closer look at Q1’22… …and NVBS, the new platform acquisition… …and Plantagen, that will determine Ratos’ Q2’22e

RATO B RATOS AB CLASS B
05/29/22 May 29, 2022 1 EN
Derek Laliberté ... (+3)
  • Derek Laliberté
  • Max Bacco
  • Olof Cederholm
PREMIUM
RATO B Ratos AB Class ...

Ratos - The future looks bright

Adj. EBITA 60% vs. ABGSCe ‘22e-23e adj. EBITA +4%, 7% adj. EBITA CAGR ’21-24e We keep BUY and our TP of SEK 75 (75)

RATO B RATOS AB CLASS B
02/14/22 February 14, 2022 1 EN
Derek Laliberté ... (+3)
  • Derek Laliberté
  • Max Bacco
  • Olof Cederholm
PREMIUM
RATO B Ratos AB Class ...

Ratos - Delivering on the strategy

Adj. EBITA 60% above ABGSCe Focus in ’22 is EBITA growth and M&A Highly attractive at ~12x EV/EBITA

RATO B RATOS AB CLASS B
02/14/22 February 14, 2022 1 EN
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