reports
- Daniel Thorsson
- Simon Granath
- Daniel Thorsson
- Simon Granath
- Daniel Thorsson
- Simon Granath
- Stefan Gauffin
Sinch (Buy, TP: SEK215.00) - Approaching market dominance
We believe this year’s acquisitions have been very strategic in nature, building new verticals in voice and e-mail and a presence in the developer and SMB markets. In our view, Sinch is developing a global market-leading position alongside Twilio. We are c5% above post-Q2 consensus on gross profit and EBITDA ahead of the Q3 report. We reiterate our BUY and have raised our target price to SEK215 (190).
- Daniel Thorsson
- Simon Granath
- Daniel Thorsson
- Simon Granath
- Stefan Gauffin
Sinch (Buy, TP: SEK190.00) - Report relief
Sinch reported a Q2 with improving top-line trends but where EBITDA was still burdened by growth initiatives. As these initiatives are paying off in improved growth, the uncertainty surrounding higher costs should have eased. We reiterate our BUY and SEK190 target price.
- Daniel Thorsson
- Simon Granath
- Daniel Thorsson
- Simon Granath
- Stefan Gauffin
Sinch (Buy, TP: SEK190.00) - Two steps forward, one step back
Similar to Q1, we forecast opex increases in Q2 to scale up the business (results due at 07:30 CET on 16 July). We are below Infront post-Q1 consensus, but believe consensus for Q2 is coming down ahead of the report. We reiterate our BUY and have adjusted our target price for a 10:1 split to SEK190 (1,900).
- Daniel Thorsson
- Simon Granath
Sinch AB (publ): Ändring av antalet aktier och röster i Sinch AB (publ...
Sinch AB (publ): Ändring av antalet aktier och röster i Sinch AB (publ) Stockholm, Sverige – Sinch AB (publ) – XSTO: SINCH Per den 30 juni 2021 uppgår antalet aktier och röster i Sinch AB (publ), org.nr 556882-8908 (”Sinch”) till 722 672 110. Förändringen av antal aktier och röster har föranletts av årsstämmans beslut om uppdelning av bolagets aktier, s.k. aktiesplit, varigenom varje befintlig aktie delades upp i tio aktier (10:1) med avstämningsdag den 18 juni 2021. Före uppdelningen uppgick antalet aktier och röster till 72 267 211. För ytterligare information, vänligen kontakta Th...
Sinch AB (publ): Change in number of shares and votes in Sinch AB (pub...
Sinch AB (publ): Change in number of shares and votes in Sinch AB (publ) Stockholm, Sweden – Sinch AB (publ) – XSTO: SINCH As of 30 June 2021, there are 722,672,110 shares and votes in Sinch AB (publ), reg. no. 556882-8908 (“Sinch”). The change in the number of shares and votes is a result of the annual general meeting’s resolution on a share split, whereby each share was divided into ten shares (10:1). The record date was 18 June 2021. Before the share split, the number of shares and votes was 72,267,211. For further information, please contact Thomas HeathChief Strategy Officer and ...
Sinch launches new solutions for brands on WhatsApp
Sinch launches new solutions for brands on WhatsApp Businesses can now share additional information and create two-way customer conversations on the world’s most popular messaging platform STOCKHOLM and ATLANTA – June 15, 2021 – AB (publ), a global leader in cloud communications for mobile customer engagement, today announced that brands can now use the Sinch Conversation API to share additional information, such as back-in-stock updates, product recommendations, and more with opted-in WhatsApp users in applicable regions. WhatsApp, the messaging platform used by 2 billion people worldw...
Sinch AB (publ): Share split in Sinch AB (publ)
Sinch AB (publ): Share split in Sinch AB (publ) Stockholm, Sweden – Sinch AB (publ) – XSTO: SINCH On 18 May 2021, the annual general meeting in Sinch AB (publ) resolved on a share split 10:1 whereby each share is divided into ten shares. The board of directors was authorized to determine the record date for the split of the company’s shares. The board of directors has determined that the record date for the split of the shares in Sinch AB (publ) will be 18 June 2021. The last day of trading in the company’s shares before the share split is 16 June 2021. The first day of trading in the com...
Sinch AB (publ): Aktiesplit i Sinch AB (publ)
Sinch AB (publ): Aktiesplit i Sinch AB (publ) Stockholm, Sverige – Sinch AB (publ) – XSTO: SINCH Årsstämman i Sinch AB (publ) beslutade den 18 maj 2021 om uppdelning av bolagets aktier (s.k. aktiesplit) 10:1 varigenom varje aktie delas upp i tio aktier. Styrelsen bemyndigades att fastställa avstämningsdag för uppdelningen av bolagets aktier. Styrelsen har beslutat att avstämningsdagen för uppdelningen av aktier i Sinch AB (publ) ska vara den 18 juni 2021. Sista dag för handel i bolagets aktier före aktiespliten är den 16 juni 2021. Första dag för handel i bolagets aktier efter aktiesplite...
- Stefan Gauffin
Sinch (Buy, TP: SEK1900.00) - Expanding to new market segment
Wednesday Sinch announced the acquisition of MessageMedia for USD1.3bn. This acquisition expands the Sinch offering to the SME segment, a segment not covered by Sinch before. We see limited synergies, but there should be synergies in technology development and knowledge transfer, and the acquisition supports Sinch’s goal to be a global leader in the CPaaS space.
- Daniel Thorsson
- Simon Granath
Sinch AB (publ): Sinch to acquire MessageMedia, accelerating growth wi...
Sinch AB (publ): Sinch to acquire MessageMedia, accelerating growth with small and medium-sized businesses Stockholm, Sweden – Sinch AB (publ) – XSTO: SINCH Sinch AB (publ), a global leader in cloud communications for mobile customer engagement, has entered into a definitive agreement to acquire MessageMedia, a leader in mobile messaging solutions for small and medium-sized businesses in the United States and Australia, New Zealand, and Europe. Sinch will pay a total enterprise value of USD 1.3 billion, with a total cash consideration of USD 1.1 billion and 1,128,487 new shares in Sinch. ...
Sinch AB (publ): Sinch ingår avtal att förvärva MessageMedia för ökad ...
Sinch AB (publ): Sinch ingår avtal att förvärva MessageMedia för ökad tillväxt med små och medelstora företagskunder Stockholm, Sverige – Sinch AB (publ) – XSTO: SINCH Sinch AB (publ), en ledande global leverantör av molntjänster för kundinteraktion via mobilen, har ingått ett bindande avtal att förvärva MessageMedia, vilket är en ledande leverantör av mobila meddelandetjänster för små och medelstora företag i USA, Australien, Nya Zeeland och Europa. Köpeskillingen uppgår till 1,3 miljarder USD på kassa- och skuldfri basis, varav Sinch betalar 1,1 miljarder USD kontant och resterande del ...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.