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ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Ali Shemmari
  • Petter Nystrøm
11/05/24 November 5, 2024 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Ali Shemmari
  • Petter Nystrøm
PREMIUM
STRO STRONGPOINT ASA

EBITDA above, but markets remain challenging

Q3: EBITDA of NOK 12m vs. our NOK 10m. New targets achievable, but lower range more likely. EBITDA above, but market remains challenging

10/18/24 October 18, 2024 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Ali Shemmari
  • Petter Nystrøm
10/09/24 October 9, 2024 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Ali Shemmari
  • Petter Nystrøm
STRO STRONGPOINT ASA

A test of patience

Q2: Adj. EBITDA of NOK 1m. New targets more achievable — sales +22% in '25e vs '23. Customers remain cautious — look beyond '24e.

07/23/24 July 23, 2024 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Ali Shemmari
  • Petter Nystrøm
PREMIUM
STRO STRONGPOINT ASA

Numbers largely in line

Q2: Adj. EBITDA of NOK 1m vs. our NOK -2m. New targets more achievable with Sainsbury's and Mercadona. Numbers largely in line, estimates likely unchanged.

07/12/24 July 12, 2024 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Ali Shemmari
  • Petter Nystrøm
STRO STRONGPOINT ASA

The recovery is still out of sight

Q2: Adj. EBITDA of ~NOK -2m. New targets more achievable - sales +22% in '25e vs '23. Still waiting for the recovery.

07/01/24 July 1, 2024 1 EN
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Ali Shemmari
  • Petter Nystrøm
STRO STRONGPOINT ASA

Not very strong

Q1 EBITDA NOK -6m vs ABGSCe of NOK -1m, Q2 likely weaker. New targets more achievable - sales +22% in '25e vs '23. Estimates materially down, look towards '25.

05/08/24 May 8, 2024 1 EN
Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke
EUR 48.12
WIRE Encore Wire Cor...
VNO Vornado Realty ... ... (+38)

Vital Signs: Actionable charts

In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.

WIRE ENCORE WIRE CORPORATION
VNO VORNADO REALTY TRUST
LOCO EL POLLO LOCO HOLDINGS INC
INFN INFINERA CORPORATION
HBI HANESBRANDS INC.
ENTA ENANTA PHARMACEUTICALS INC.
REX REX AMERICAN RESOURCES CORPORATION
MHO M/I HOMES INC.
SMMF SUMMIT FINANCIAL GROUP INC.
INTT INTEST CORP.
TAYD TAYLOR DEVICES INC.
SENEA SENECA FOODS CORP. CL A
REVG REV GROUP INC.
IOVA IOVANCE BIOTHERAPEUTICS INC
CELC CELCUITY
EHC ENCOMPASS HEALTH CORPORATION
ATRI ATRION CORPORATION
BV BRIGHTVIEW HOLDINGS
HROW HARROW HEALTH INC.
STRO STRONGPOINT ASA
MCFT MASTERCRAFT BOAT HOLDINGS
IGMS IGM BIOSCIENCES
STC SANGOMA TECHNOLOGIES CORP.
IESC IES HOLDINGS INC.
LPI LAREDO PETROLEUM INC.
ITOS ITEOS THERAPEUTICS
INZY INOZYME PHARMA
TARS TARSUS PHARMACEUTICALS
RNA AVIDITY BIOSCIENCES
DFH DREAM FINDERS HOMES
AVTE AEROVATE THERAPEUTICS INC
ARHS ARHAUS INC
CMPO COMPOSECURE INC
ACRV ACRIVON THERAPEUTICS INC
OUST OUSTER INC
CRVO CERVOMED INC
CELU CELULARITY INC
INO INOVIO PHARMACEUTICALS INC.
04/01/24 April 1, 2024 1 EN
Daniel Vårdal Haugland ... (+2)
  • Daniel Vårdal Haugland
  • Petter Nystrøm
STRO STRONGPOINT ASA

StrongPoint - Expanding ESL offering to new markets

Signs distribution rights for Pricer ESLs in UK & Ireland Also expands current agreement in Spain Significant potential, supports 2025 targets

11/15/22 November 15, 2022 1 EN
Daniel Vårdal Haugland ... (+2)
  • Daniel Vårdal Haugland
  • Petter Nystrøm
STRO STRONGPOINT ASA

StrongPoint - Margin headwinds, but resilient demand

Q3: revenues above, offset by lower margins E-com investments set to level off Resilient customer base – ‘23e adj P/E ~12x

10/26/22 October 26, 2022 1 EN
Daniel Vårdal Haugland ... (+2)
  • Daniel Vårdal Haugland
  • Petter Nystrøm
STRO STRONGPOINT ASA

StrongPoint - Q3: margins lower, opex outlook better

Q3: EBITDA NOK 21m vs our NOK 24m E-com investment levels to come down from here Estimates likely lowered on slightly weaker margins

10/26/22 October 26, 2022 1 EN
Daniel Vårdal Haugland ... (+2)
  • Daniel Vårdal Haugland
  • Petter Nystrøm
STRO STRONGPOINT ASA

StrongPoint - Another AutoStore contract win

Will install world’s first AutoStore with frozen zone Second win since becoming an AutoStore partner Smaller estimate effect, but proves position

10/24/22 October 24, 2022 1 EN
Daniel Vårdal Haugland ... (+2)
  • Daniel Vårdal Haugland
  • Petter Nystrøm
STRO STRONGPOINT ASA

StrongPoint - Q3: good growth, better margins

Q3e: back to organic EBITDA growth Investments in e-com continue ‘23e adj. P/E of ~10.4x, DCF points to NOK 33-92/share

10/18/22 October 18, 2022 1 EN
Oscar Rönnkvist ... (+2)
  • Oscar Rönnkvist
  • Simon Jönsson
PREMIUM
QFR Q-FREE ASA
PRIC B PRICER AB B ... (+27)

Sector Fast Comment - ABGSC’s Investor Day feedback

Rovio and EG7 attended ABGSC’s Investor Day COVID-rebasing in mobile gaming to normalise soon Important changes presented by new EG7 management

QFR Q-FREE ASA
PRIC B PRICER AB B
KNOW KNOW IT AB
INXL AVENSIA INNOVATION AB
FPIP FORMPIPE SOFTWARE AB
MTG B MODERN TIMES GROUP MTG AB CLASS B
GENI GENERIC SWEDEN AB PUBL
IVSO INVISIO
DORO DORO AB A
FNOX FORTNOX AB
EWRK EWORK GROUP AB
A1W27D CLAVISTER AB
CTM CATENA MEDIA
HMS HMS NETWORKS AB
NETC NETCOMPANY GROUP A/S
BETCO BETTER COLLECTIVE A/S
STRO STRONGPOINT ASA
LITI LITIUM
BRIXMTF BRIOX
AIRX AIRTHINGS AS
VOLUE VOLUE AS
SEAF SEAFIRE
PENNEO PENNEO
PTRK PHYSITRACK
SINCH SINCH AB
CARE CAREIUM AB A
XPLRA XPLORA TECH AS
09/13/22 September 13, 2022 1 EN
Daniel Vårdal Haugland ... (+2)
  • Daniel Vårdal Haugland
  • Petter Nystrøm
STRO STRONGPOINT ASA

StrongPoint - Short-term pain, long-term gain

Q2: weaker profitability on lower GM and higher opex Continues to ramp up e-com investments Double-digit estimate cuts – ’23e adj. P/E of ~12x

08/03/22 August 3, 2022 1 EN
Daniel Vårdal Haugland ... (+2)
  • Daniel Vårdal Haugland
  • Petter Nystrøm
STRO STRONGPOINT ASA

StrongPoint - Q2 first take: weaker profitability

Q2: EBITDA excl ALS ~NOK 7m vs our NOK 18m Continues ramping up e-com investments Estimates likely to be cut on lower GM and higher opex

07/13/22 July 13, 2022 1 EN
Daniel Vårdal Haugland ... (+2)
  • Daniel Vårdal Haugland
  • Petter Nystrøm
STRO STRONGPOINT ASA

StrongPoint - Q2: sequential improvement expected

We keep our estimates unchanged ahead of Q2 Higher uncertainty for retailers, but long-term case intact ’23e adj P/E of ~10x

07/11/22 July 11, 2022 1 EN
Daniel Vårdal Haugland ... (+2)
  • Daniel Vårdal Haugland
  • Petter Nystrøm
STRO STRONGPOINT ASA

StrongPoint - Accretive UK expansion

Air Link acquired for GBP 9.5m (~NOK 115m) 2021 numbers imply EV/EBITDA of ~4x EPS estimate up 11% for ‘23e

05/25/22 May 25, 2022 1 EN
Daniel Vårdal Haugland ... (+2)
  • Daniel Vårdal Haugland
  • Petter Nystrøm
STRO STRONGPOINT ASA

StrongPoint - Preparing for future growth

Q1: solid sales momentum, offset by costs near-term ALS acquisition not closed yet 2025 ambitions imply a P/E of ~4.2x

04/28/22 April 28, 2022 1 EN
Daniel Vårdal Haugland ... (+2)
  • Daniel Vårdal Haugland
  • Petter Nystrøm
PREMIUM
STRO STRONGPOINT ASA

StrongPoint - Q1: Strong sales but also higher costs

Good sales momentum, +21% y-o-y Acquisition of Air Link still in DD phase - not closed ’22 adj EBITDA estimates likely down 5-15%

04/28/22 April 28, 2022 1 EN
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