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ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Simon Granath
  • Simon Jönsson
6h / 1m 6h / 1m 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Simon Granath
  • Simon Jönsson
12/06/24 December 6, 2024 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Simon Granath
  • Simon Jönsson
11/07/24 November 7, 2024 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Simon Granath
  • Simon Jönsson
11/07/24 November 7, 2024 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Simon Granath
  • Simon Jönsson
09/26/24 September 26, 2024 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Simon Granath
  • Simon Jönsson
08/25/24 August 25, 2024 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Simon Granath
  • Simon Jönsson
06/20/24 June 20, 2024 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Simon Granath
  • Simon Jönsson
A1W27D CLAVISTER AB

Strong business momentum continues

Q2e: sales +18% and EBITDA +38% y-o-y. We raise our EBITDA estimates by 10-6% on '24e-'26e. Positive EBIT now within reach; 17-7x EV/EBITDA '24e-'26e.

06/19/24 June 19, 2024 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Simon Granath
  • Simon Jönsson
05/21/24 May 21, 2024 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Simon Granath
  • Simon Jönsson
A1W27D CLAVISTER AB

Better-than-expected growth acceleration

25% organic growth, 13% ARR growth y-o-y. Slightly higher opex offset by better gross margin. Trading at 12-5x EV/EBITDA '24e-'26e.

05/07/24 May 7, 2024 1 EN
Simon Granath ... (+2)
  • Simon Granath
  • Simon Jönsson
A1W27D CLAVISTER AB

Clavister - Q3 in line with expectations

Sales +5% y-o-y, in-line with ABGSCe No major changes to estimates Fair value range of SEK 2-12 per share maintained

11/10/22 November 10, 2022 1 EN
Simon Granath ... (+2)
  • Simon Granath
  • Simon Jönsson
A1W27D CLAVISTER AB

Clavister - Good outlook for more Defense orders

We forecast 3% sales growth and positive EBITDA in Q3 We cut ‘22e sales by 2% on a slow 5G market Share is trading at 20x EV/EBITDA on 2023e

11/02/22 November 2, 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
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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
Simon Granath ... (+2)
  • Simon Granath
  • Simon Jönsson
A1W27D CLAVISTER AB

Clavister - High activity among defence clients

Beat on sales but sales mix hurt profitability in Q2 We cut ‘22e-‘24e EBITDA by SEK 9m, 6m, and 4m, resp. New FVR of SEK 3-14 (4-14) – 2.9x EV/sales on 2023e

08/29/22 August 29, 2022 1 EN
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A1W27D CLAVISTER AB

Clavister Holding AB: 1 director

A director at Clavister Holding AB bought 1,342,643 shares at 2.800SEK and the significance rating of the trade was 90/100. 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...

06/23/22 June 23, 2022 1 EN
Simon Granath ... (+2)
  • Simon Granath
  • Simon Jönsson
A1W27D CLAVISTER AB

Clavister - Q1 a tad soft, but outlook remains solid

Q1 slightly below expectations, sales -8% vs ABGSCe We cut ‘23e and ‘24e EBITDA by 29% and 21% Share trading at 18x and 11x EV/EBITDA on ‘23e and ‘24e

05/12/22 May 12, 2022 1 EN
Simon Granath ... (+2)
  • Simon Granath
  • Simon Jönsson
A1W27D CLAVISTER AB

Clavister - Improved outlook after cost saving programme

Order intake +39% y-o-y, sales +17% Cost saving programme initiated; aims to cut opex by 20% Trading at 13.5x ‘23e EV/EBITDA, -55% vs. peers

02/18/22 February 18, 2022 1 EN
Simon Granath ... (+2)
  • Simon Granath
  • Simon Jönsson
A1W27D CLAVISTER AB

Clavister - Continues to strengthen its market position

Q3’21 recurring revenue +24% y-o-y We raise ‘23e EBITDA by 16% 4.3x ‘22e EV/sales, 59% below our peer group

11/11/21 November 11, 2021 11 EN
Simon Granath ... (+2)
  • Simon Granath
  • Simon Jönsson
A1W27D CLAVISTER AB

Clavister - Temporary headwinds, outlook solid

Recurring revenue increased 24% y-o-y Positive outlook in 5G and Defense Conference call 09:00 CET

11/11/21 November 11, 2021 4 EN
Simon Granath ... (+2)
  • Simon Granath
  • Simon Jönsson
A1W27D CLAVISTER AB

Clavister - Acquires AI-driven cybersecurity company

Clavister to acquire Omen Technologies for SEK 15m Announced preliminary Q3 numbers as well Webinar tomorrow (29 Oct) 09:00 CET

10/28/21 October 28, 2021 4 EN
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