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Strongest ever Q2, beat cons. across the board Strong H1’22 leads us to expect FY’22 EBITDA upgrade Target price and BUY recommendation reiterated
Somewhat soft Q2 due to lower achieved gas price Increased production guidance for Tawke Net cash position reached
We expect organic sales decline of 4% in Q2’22 A softer outlook for the e-commerce market We reiterate BUY but cut our TP to SEK 65 (70)
Sales set to improve in H2e… …but many negative data points make us cautious We downgrade to HOLD (Buy), TP of SEK 25 (28)
Q2’22 expected to see positive on-trade development M&A history continues, but likely not hunting for targets Reiterate BUY with TP of DKK 780
FY’22 guidance upgrade indicates better than consensus… …expected margins, despite inflation headwinds Reiterate BUY with TP up to DKK 1,030 (970)
Estimates raised by around 1-2% Razor sharp focus on investors’ capital, says CEO Reiterate BUY and TP DKK 176
Small beat in Q2, demonstrating progress FPS trend remains a concern BUY: deep value support
Slightly weaker Q2 sales but signs of operating leverage Attractive at ’23-‘24e EV/EBITDA of 20-12x
Sales largely in line, but the gross margin was weak Reducing staff due to uncertainty around revenue timing Expect negative revisions to sales and GP from cons.
Invoiced revenue +3%, adj. EBITDA +28% Clever better and ~30% organic growth on Kahoot platform BUY: Cash flow to increase significantly from Q3
No material updates in the Q2 report Solid cost control, opex to rise in coming quarters ODAC on Sep 22 the next material milestone
EBITDA USD 99m (ABGSC 80m, cons 78m) Still positive outlook Stock should be up 5-10%
Increased FY22 production guidance at Tawke Q2 impacted by lower realized gas prices In sum, report seems neutral
Adj. net profit beat of 13% vs ABG, 3% vs cons Drivers are higher NCI and loan loss reversals Stock likely +0-1% given cons. beat
Q2’22 beat cons across the board FY’22 guidance upgrade announced last week We expect a positive share reaction today
Q2 adj. PTP (for trading) beat ABG +17% & cons by 21% Better income & costs gives PBLL beat, plus write backs Cons. prelim. EPS chg. up 1-3%; stock +1-3% today
Sales +1% vs. ABGSCe Contribution margin improved from -10% to +20% y-o-y Stock should trade up on solid report
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