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DORO DORO AB A

Doro AB: 1 director

A director at Doro AB sold 1,216,354 shares at 21.500SEK and the significance rating of the trade was 77/100. 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 show...

01/15/24 January 15, 2024 1 EN
Oscar Rönnkvist
  • Oscar Rönnkvist
DORO DORO AB A

Doro - Impressive resilience in a difficult market

Beat across the board, sales up 22% q-o-q Estimates up, but we are cautious to extrapolate fully Trading at 4x ’22e-‘23e EV/EBIT

10/23/22 October 23, 2022 1 EN
Oscar Rönnkvist
  • Oscar Rönnkvist
DORO DORO AB A

Doro - Headwinds remain from multiple angles

We forecast Q3 sales and EBIT down 16-80% y-o-y Strong USD weighs on GM – weak consumer hits top line We trim our estimates to reflect a more cautious view

10/05/22 October 5, 2022 1 EN
Oscar Rönnkvist ... (+2)
  • Oscar Rönnkvist
  • Simon Jönsson
PREMIUM
QFR Q-FREE ASA
PRIC B PRICER AB B ... (+27)

Sector Fast Comment - ABGSC’s Investor Day feedback

Rovio and EG7 attended ABGSC’s Investor Day COVID-rebasing in mobile gaming to normalise soon Important changes presented by new EG7 management

QFR Q-FREE ASA
PRIC B PRICER AB B
KNOW KNOW IT AB
INXL AVENSIA INNOVATION AB
FPIP FORMPIPE SOFTWARE AB
MTG B MODERN TIMES GROUP MTG AB CLASS B
GENI GENERIC SWEDEN AB PUBL
IVSO INVISIO
DORO DORO AB A
FNOX FORTNOX AB
EWRK EWORK GROUP AB
A1W27D CLAVISTER AB
CTM CATENA MEDIA
HMS HMS NETWORKS AB
NETC NETCOMPANY GROUP A/S
BETCO BETTER COLLECTIVE A/S
STRO STRONGPOINT ASA
LITI LITIUM
BRIXMTF BRIOX
AIRX AIRTHINGS AS
VOLUE VOLUE AS
SEAF SEAFIRE
PENNEO PENNEO
PTRK PHYSITRACK
SINCH SINCH AB
CARE CAREIUM AB A
XPLRA XPLORA TECH AS
09/13/22 September 13, 2022 1 EN
Oscar Rönnkvist
  • Oscar Rönnkvist
DORO DORO AB A

Doro - Weaker sales saved by a strong gross margin

Sales -24% y-o-y, 8% below our expectations Strong GM held up EBIT, but some temporary effects We lower ‘22e-‘24e EBIT, mainly due to sales cuts

07/15/22 July 15, 2022 1 EN
Oscar Rönnkvist ... (+3)
  • Oscar Rönnkvist
  • Rebecka Gärderup
  • Simon Granath
DORO DORO AB A

Doro - Consumer climate headwinds

Q2 report due on 15 July We cut Q2’22 sales and EBIT The share is trading at 9x-4x EV/EBIT in ‘22e-‘23e

07/01/22 July 1, 2022 1 EN
Rebecka Gärderup ... (+2)
  • Rebecka Gärderup
  • Simon Granath
DORO DORO AB A

Doro - Rising transportation costs pressure GM

GM down due to high transportation costs… ...so we lower 2022e GP by 10% Trading at EV/EBIT 9x-5x on ’22-‘23e

05/03/22 May 3, 2022 1 EN
Rebecka Gärderup ... (+2)
  • Rebecka Gärderup
  • Simon Granath
DORO DORO AB A

Doro - External factors heald back Q1

Sales -1% vs cons and EBIT -81% vs. cons Supply chain - the main explanation of the low profitability Expect cons to come down for 2022

04/29/22 April 29, 2022 1 EN
Rebecka Gärderup ... (+2)
  • Rebecka Gärderup
  • Simon Granath
DORO DORO AB A

Doro - Tough start to 2022 due to external factors

Q1 report due on 29 April We lower EBIT by 6% for FY 2022e The share is currently trading at 7x EV/EBIT for 2022e

04/20/22 April 20, 2022 1 EN
Rebecka Gärderup ... (+2)
  • Rebecka Gärderup
  • Simon Granath
DORO DORO AB A

Doro - Tailwind in its first quarter standing alone

EBIT 68% above cons, driven by one-offs Small positive revisions on profitability We raise our fair value range slightly to SEK 26-40

02/18/22 February 18, 2022 1 EN
Rebecka Gärderup ... (+2)
  • Rebecka Gärderup
  • Simon Granath
DORO DORO AB A

Doro - Strong margin beat in Q4

Sales in line, strong EBIT of SEK 51m (vs ABGSCe 29m) Strong gross margin of 39% vs. ABGSCe at 35% Expect cons to raise ‘22e EBIT by ~15-20%

02/17/22 February 17, 2022 1 EN
Rebecka Gärderup ... (+2)
  • Rebecka Gärderup
  • Simon Granath
DORO DORO AB A

Doro - Still not hit by increased component costs

Q4 results due on 17 February at 9:00 CET We expect sales of SEK 307m and EBIT of SEK 29m Share trading at EV/EBIT 7x-6x in ‘22e-‘23e

01/19/22 January 19, 2022 1 EN
Rebecka Gärderup ... (+2)
  • Rebecka Gärderup
  • Simon Granath
DORO DORO AB A

Doro - Returns to its core business

Doro trading ex-Careium as of 6 December We expect Doro to be stronger as a standalone company We find a fair value range for Doro of SEK 24-38

12/16/21 December 16, 2021 1 EN
Rebecka Gärderup ... (+2)
  • Rebecka Gärderup
  • Simon Granath
DORO DORO AB A

Doro - Timetable for Careium de-listing set

Doro goes ex Careium rights 6 Dec, 1:1 distribution Careium first day of trading expected to be 10 Dec The distribution will take place as planned

11/30/21 November 30, 2021 1 EN
Daniel Thorsson ... (+3)
  • Daniel Thorsson
  • Rebecka Gärderup
  • Simon Granath
DORO DORO AB A

Doro - Looking ahead to the planned spin-off

New peer groups for the two companies Both businesses will likely benefit Additional info due in late November

11/22/21 November 22, 2021 1 EN
Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Simon Granath
DORO DORO AB A

Doro - Mix continues to drive strong GM for Phones

Weaker sales than expected, but strong group margins ’21e-‘23e sales & EBIT cut by 9-6% and 2-1%, resp. 11x ‘22e adj. EV/EBIT - spinoff of Care is nearing

10/27/21 October 27, 2021 10 EN
Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Simon Granath
DORO DORO AB A

Doro - Weaker sales but stronger margins

Strong margins for Phones, but below on sales Expect negative revisions from consensus 11x ‘21e EV/EBIT on our unrevised estimates

10/22/21 October 22, 2021 4 EN
Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Simon Granath
DORO DORO AB A

Doro - Eyeing further recovery for Phones

Q3e sales and adj. EBIT of SEK 496m and SEK 45m We raise our ’22-’23 forecasts due to M&A Doro’s share is trading at 11x 2021e EV/EBIT

10/19/21 October 19, 2021 11 EN
Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Simon Granath
DORO DORO AB A

Doro - Welkom Netherlands

Acquires Innocom for SEK 72m (1.4x 2020 EV/s) Marks its first acquisition in the Netherlands Doro continues to consolidate the fragmented market

09/01/21 September 1, 2021 4 EN
Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Simon Granath
DORO DORO AB A

Doro - Continuously improving

Solid recovery for Phones drove 79% adj. EBIT beat We raise our ’21 ests., and expect further recovery in H2 ’20-‘23e adj. EBIT CAGR of 15%, 10x ‘22e EV/EBIT

07/18/21 July 18, 2021 10 EN
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