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Sdiptech AB : 1 director

A director at Sdiptech AB bought 2,000 shares at 196.880SEK and the significance rating of the trade was 58/100. 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 ...

ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Karl Bokvist
  • Simon Jönsson
ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Karl Bokvist
  • Simon Jönsson
ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Karl Bokvist
  • Simon Jönsson
ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Karl Bokvist
  • Simon Jönsson
ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Karl Bokvist
  • Simon Jönsson
ABGSC Capital Goods Research ... (+2)
  • ABGSC Capital Goods Research
  • Karl Bokvist
ABGSC Capital Goods Research ... (+2)
  • ABGSC Capital Goods Research
  • Karl Bokvist
ABGSC Capital Goods Research ... (+2)
  • ABGSC Capital Goods Research
  • Karl Bokvist
ABGSC Capital Goods Research ... (+2)
  • ABGSC Capital Goods Research
  • Karl Bokvist

A slight setback from the good Q1

Slight EBITA miss due to softer organic profits, '24e-'26e adj. EBITA down 2-0%; 10% CAGR '23-'26e, keep BUY, TP SEK 410 (400)

ABGSC Capital Goods Research ... (+2)
  • ABGSC Capital Goods Research
  • Karl Bokvist
ABGSC Capital Goods Research ... (+2)
  • ABGSC Capital Goods Research
  • Karl Bokvist

Serial acquirers: M&A in the driver's seat

M&A upside, organic rebound H2'24 and margin resilience. '24e-'26e EBITA/EPS roughly unchanged, '24 likely a slower year. Reinvestment & ROIC motivate 23x EBITA, ADDT/LAGR up to BUY.

ABGSC Capital Goods Research ... (+2)
  • ABGSC Capital Goods Research
  • Karl Bokvist

Organic earnings growth set to continue

Q2 report due Friday, 19 July, '24e-'26e adj. EBITA down 1-2%; 10% CAGR '23-'26e, keep BUY, TP SEK 400 (350).

ABGSC Capital Goods Research ... (+2)
  • ABGSC Capital Goods Research
  • Karl Bokvist

Serial acquirers Q1 recap: organic slowdown continues

Q1 recap: lower volumes, but strong margins, 1-3% adj. EBITA miss, '24e-'26e EBITA down 1-0% post-Q1, sector up 13% YTD (EPS up 5%), now trading at ~22x F12m EV/EBITA, 25% above 10Y avg.

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