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SF Stillfront Grou...

Stillfront Group AB: 2 directors

Two Directors at Stillfront Group AB bought 63,000 shares at between 7.060SEK and 7.250SEK. 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 ...

SF STILLFRONT GROUP AB
09/19/24 September 19, 2024 1 EN
Jesper Birch-Jensen
  • Jesper Birch-Jensen
PREMIUM
SF Stillfront Grou...

Stillfront Group - Q1’21 report reinforces our long-term view

Q1 adj. EBIT SEK 432m, +0.9% vs. ABGSCe, +8.3% vs. cons We increase adj. EBIT by 0.1-1.1% for ‘21e-‘23e Maintain BUY and TP of SEK 120 per share

SF STILLFRONT GROUP AB
05/05/21 May 5, 2021 16 EN
Jesper Birch-Jensen
  • Jesper Birch-Jensen
PREMIUM
SF Stillfront Grou...

Stillfront Group - Q1’21 beats consensus estimates

Q1 adj. EBIT SEK 432m, +0.9% vs. ABG, +8.3% vs. cons Prel. cons. ‘21e adj. EBIT estimates relatively flat Could see share trade 5-6% today

SF STILLFRONT GROUP AB
05/05/21 May 5, 2021 5 EN
Jesper Birch-Jensen
  • Jesper Birch-Jensen
PREMIUM
SF Stillfront Grou...

Stillfront Group - Recent M&A drives growth at price of UA

ABGSC Q1’21e adj. EBIT SEK 428m, +0.7% vs. cons. We lower ‘21e adj. EBIT by 5.7% on new UA estimates Maintain BUY, lower TP to SEK 120 (125) per share

SF STILLFRONT GROUP AB
04/20/21 April 20, 2021 15 EN
Jesper Birch-Jensen
  • Jesper Birch-Jensen
PREMIUM
SF Stillfront Grou...

Stillfront Group - Unpredictable year ahead, longer term intact

Q4 adj. EBIT SEK 399m, -9.6% vs. ABG, -5.7% vs. cons Estimate changes driven by Q4, FX and UA investments Maintain BUY but lower TP to SEK 125 (130)

SF STILLFRONT GROUP AB
02/17/21 February 17, 2021 16 EN
Jesper Birch-Jensen
  • Jesper Birch-Jensen
PREMIUM
SF Stillfront Grou...

Stillfront Group - Estimate miss with cautious H1 guidance

Q4 adj. EBIT SEK 399m, -9.6% vs. ABG, -5.7% vs. cons We can see share trading down at least 5-7% today Conference call today at 10:00 CET

SF STILLFRONT GROUP AB
02/17/21 February 17, 2021 5 EN
Jesper Birch-Jensen
  • Jesper Birch-Jensen
PREMIUM
SF Stillfront Grou...

Stillfront Group - M&A adds platform for new geographies

Upfront & estimated earn-outs: ~9x ‘21e EV/adj. EBIT Moonfrog Labs inclusion raises ‘21e adj. EPS 4.1% Maintain BUY, TP SEK 130 (127)

SF STILLFRONT GROUP AB
02/01/21 February 1, 2021 12 EN
Jesper Birch-Jensen
  • Jesper Birch-Jensen
PREMIUM
SF Stillfront Grou...

Stillfront Group - Acquires Moonfrog Labs

Adds studio focusing on Board and Social Card Games Upfront USD 90m, ~6x ‘20e EV/adj. EBIT We could see consensus raising ‘21e adj. EPS by ~6%

SF STILLFRONT GROUP AB
02/01/21 February 1, 2021 4 EN
Jesper Birch-Jensen
  • Jesper Birch-Jensen
PREMIUM
SF Stillfront Grou...

Stillfront Group - Solid Q4’20e, but 2021 could prove volatile

ABGSCe Q4’20 adj. EBIT SEK 441m, +6.6% vs. cons. Conservative ’21e inclusion of recent M&A, EBIT up ~11% Maintain BUY and TP of SEK 127, ~33% upside

SF STILLFRONT GROUP AB
01/26/21 January 26, 2021 19 EN
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SF Stillfront Grou...

STILLFRONT GROUP sees an upgrade to Positive due to a better fundament...

The general evaluation of STILLFRONT GROUP (SE), a company active in the Toys industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 3 out of 4 possible stars while its market behaviour can be considered as defensive. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Positive. As of the analysis date December 18, 2020, the closing price was SEK 1,024.00 and its po...

SF STILLFRONT GROUP AB
12/19/20 December 19, 2020 6 EN
Jesper Birch-Jensen
  • Jesper Birch-Jensen
PREMIUM
SF Stillfront Grou...

Stillfront Group - Two new acquisitions diversify group

Acquires Super Free Games & Sandbox Interactive Upfront ‘21e target multiple of ~7.5x EV/adj. EBIT Could see consensus raise ‘21e adj. EPS by ~15%

SF STILLFRONT GROUP AB
12/18/20 December 18, 2020 5 EN
Aksel Øverland Engebakken ... (+10)
  • Aksel Øverland Engebakken
  • Bengt Jonassen
  • Benjamin Silverstone
  • Casper Blom
  • Erik Moberg
  • Jannick Lindegaard Denholt
  • Jesper Birch-Jensen
  • Karl Fredrik Schjøtt-Pedersen
  • Lukas Daul
  • Martin Kaland
PREMIUM
NOR Norwegian Energ...
GN GN Store Nord A... ... (+12)

Talking Points - AP Møller Maersk: Heading towards another guidance up...

Stillfront Group (Buy) Post-results: In-line Q3 fails to change our outlook 2020e EBITDA forecast up 10% to USD 8,675m We reiterate BUY

NOR NORWEGIAN ENERGY CO. ASA
GN GN STORE NORD A/S
MAERSK B A.P. MOLLER - MAERSK A/S CLASS B
LSG LEROY SEAFOOD GROUP ASA
ALK B ALK-ABELLO A/S CLASS B
AUSS AUSTEVOLL SEAFOOD ASA
SBO SELVAAG BOLIG AS
WAWI WALLENIUS WILHELMSEN LOGISTICS ASA
SF STILLFRONT GROUP AB
AMBU B AMBU A/S CLASS B
BETCO BETTER COLLECTIVE A/S
PEXIP PEXIP HOLDING
11/12/20 November 12, 2020 6 EN
Jesper Birch-Jensen
  • Jesper Birch-Jensen
PREMIUM
SF Stillfront Grou...

Stillfront Group - In-line Q3 fails to change our outlook

Q3 adj. EBIT SEK 419m, -0.4% vs ABGSC, +2.4 vs cons Revisions on Q3 report, UA and earn-out payments Maintain BUY rating but lower TP to SEK 1,270 (1,280)

SF STILLFRONT GROUP AB
11/11/20 November 11, 2020 16 EN
Jesper Birch-Jensen
  • Jesper Birch-Jensen
PREMIUM
SF Stillfront Grou...

Stillfront Group - Q3’20 in-line with consensus estimates

Solid report in seasonally weak quarter, record margin Q3 adj. EBIT SEK 419m, -0.4% vs. ABG, +2.4% vs. cons We can see share trading +1-3% today

SF STILLFRONT GROUP AB
11/11/20 November 11, 2020 6 EN
Aksel Øverland Engebakken ... (+11)
  • Aksel Øverland Engebakken
  • Derek Laliberté
  • Erik Moberg
  • Fredrik Ivarsson
  • Jan Erik Gjerland
  • Jesper Birch-Jensen
  • Karl Bokvist
  • Martin Melbye
  • Olof Cederholm
  • Patrik Brattelius
  • Petter Nystrøm
PREMIUM
UPM UPM-KYMMENE OYJ
SWMA Swedish Match A... ... (+14)

Talking Points - Swedish Match: Stellar Q3 numbers across the board

SKF (Buy) Post-results: Impressive pricing and savings ‘21e and ‘22e EBIT raised by 1% Valuation remains stretched, reiterate HOLD

UPM UPM-KYMMENE OYJ
SWMA SWEDISH MATCH AB
SAMPO SAMPO OYJ CLASS A
TYRES NOKIAN RENKAAT OYJ
XXL XXL ASA
TREL B TRELLEBORG AB CLASS B
MTG B MODERN TIMES GROUP MTG AB CLASS B
PDX PARADOX INTERACTIVE AB
RESURS RESURS HOLDING
SKF B SKF AB CLASS B
SF STILLFRONT GROUP AB
ELK ELKEM ASA
ADEB ADEVINTA
READ READLY INTERNATIONAL
10/28/20 October 28, 2020 6 EN
Jesper Birch-Jensen
  • Jesper Birch-Jensen
PREMIUM
SF Stillfront Grou...

Stillfront Group - FX headwinds in Q3’20e

ABGSCe Q3’20 adj. EBIT SEK 421m, +0.8% vs. Cons. We lower ’20e adj. EBIT by 3.0% on Q3 FX headwinds Reiterate BUY, unchanged TP SEK 1,280

SF STILLFRONT GROUP AB
10/27/20 October 27, 2020 15 EN
Jesper Birch-Jensen ... (+3)
  • Jesper Birch-Jensen
  • Johan Brown
  • Tobias Kaj
PREMIUM
NCC B NCC AB CLASS B
DOM Dometic Group A... ... (+5)

Talking Points -

Dometic (Hold) Preview: Strong Americas driving 6% adj. EBIT growth Greatest margin potential for Industry, but not without risk Down to HOLD (Buy) after revaluation

NCC B NCC AB CLASS B
DOM DOMETIC GROUP AB
SKA B SKANSKA AB CLASS B
JM JM AB
SF STILLFRONT GROUP AB
09/23/20 September 23, 2020 6 EN
Jesper Birch-Jensen
  • Jesper Birch-Jensen
PREMIUM
SF Stillfront Grou...

Stillfront Group - Accretive M&A and new financial targets

Financial revenue target of SEK 10bn by ‘23e We raise adjusted EPS 12.8-14.7% for ‘21e-‘22e BUY reiterated, TP up to SEK 1,280 (1,150)

SF STILLFRONT GROUP AB
09/22/20 September 22, 2020 15 EN
Jesper Birch-Jensen
  • Jesper Birch-Jensen
PREMIUM
SF Stillfront Grou...

Stillfront Group - Focus on new financial targets at CMD

Stillfront to host digital CMD on 22 September Potential ‘24e revenue target of SEK +10bn Prospects in terms of M&A likely to be included

SF STILLFRONT GROUP AB
09/21/20 September 21, 2020 5 EN
Jesper Birch-Jensen
  • Jesper Birch-Jensen
PREMIUM
SF Stillfront Grou...

Stillfront Group - Acquires mobile gaming studio Nanobit

M&A adds quality studio within RPG and Simulation Implied EV/Adj. EBITDA target multiple of 6.4x We can see consensus adding ~9% to Adj. EBIT ‘20e

SF STILLFRONT GROUP AB
09/17/20 September 17, 2020 5 EN
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