A director at Kambi Group Plc bought 5,000 shares at 114.120SEK and the significance rating of the trade was 55/100. 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 clear...
A director at Catena Media bought 212,053 shares at 1.713SEK and the significance rating of the trade was 53/100. 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 ...
Q1 earnings fell shy of our forecast due to non-cash FX revaluations, and the company maintained its underlying 2025 EBITA guidance of EUR20m–25m. We remain confident of an earnings improvement during the year – driven by a greater contribution from Brazil, the launch of the key OLG contract and cost efficiencies – and expect the client pipeline to materialise further. We reiterate our BUY and SEK195 target price.
Despite intact 2025 EBITDA margin guidance, a soft Q1 and near-term uncertainties made us cut our 2025–2027e EPS by c10%. The step-up of focus on regulated markets supports the long-term case, although it comes with costs near-term. We reiterate our BUY but have cut our target price to SEK1,100 (1,440). We expect buybacks, expansion, new games, and growth improvements to strengthen the story later in 2025.
According to our tracker, Evolution’s daily average players grew by 10% QOQ in Q1, compared with our quarterly average Live revenue growth of 3% for 2025e. While still early, Q2 has started very strongly, with 12% QOQ player growth so far. In conclusion, our data signals strong underlying demand for Evolution’s products and a vital recovery after the H2 headwinds.
We reiterate our BUY, but have reduced our target price to SEK195 (200) on trimmed estimates (weak USD). We forecast decent Q1 results (due at 08:00 CET on 30 April), including adj. EBIT of EUR5.4m, down slightly YOY, reflecting the Kindred contract and raised gaming taxes. We expect the 2025 adj. EBIT guidance to be maintained, and see potential for client signings, stricter cost efficiency and better capital distribution.
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