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Maria Vara
  • Maria Vara

XVIVO: Estimates reset post-Q2; upside remains intact with updated SEK...

Following the broad Q2 miss, we revisited our expectations across all business segments, leading to a 2025E sales cut, now expecting 1.1% YoY growth instead of 18%. The major cut comes from the US Lung outlook as the destocking from their largest US client (which represented ~50% of US EVLP sales a

Maria Vara
  • Maria Vara

XVIVO: Q2 miss; near-term recovery hinges on US Lung demand and Heart ...

Following a solid Q1 2025, XVIVO delivered a weaker-than-expected Q2, with sales of SEK178m missing CSS by 20% as US destocking from one of the largest US Lung clients weighed on Thoracic performance. The absence of a US heart trial, although anticipated, further impacted the YoY comparison of SEK9

ABGSC Construct. & Real Estate Research ... (+3)
  • ABGSC Construct. & Real Estate Research
  • Fredrik Stensved
  • Oscar Lindquist
ABGSC Construct. & Real Estate Research ... (+3)
  • ABGSC Construct. & Real Estate Research
  • Fredrik Stensved
  • Oscar Lindquist

Ambea AB: 1 director

A director at Ambea AB sold 100,000 shares at 112.403SEK and the significance rating of the trade was 78/100. 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...

ABGSC Construct. & Real Estate Research ... (+3)
  • ABGSC Construct. & Real Estate Research
  • Fredrik Stensved
  • Oscar Lindquist
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Daniel Thorsson
  • Simon Granath

Securitas AB: 1 director

A director at Securitas AB bought 1,430 shares at 139.800SEK and the significance rating of the trade was 50/100. 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 ...

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