Incap upgraded its 2024 full-year guidance on 18 July.
- Sales grew 4%, but adj. EBITA margin down to 6.8% (7.
- Marginal estimate changes - Awaiting B2C and B2B volume recovery for growth upside - EV/ARR ~2.
Redeye sustains its positive view of CombinedX despite a weak Q2 report, with margins substantially ...
- Q2 deliveries impressed, less support ahead but still good demand - 2024e adj.
Redeye provides a first take on Advenica’s second quarter of the year.
Redeye concludes that Q2 numbers on Group level were very much in-line with our expectations.
- Strong growth, adj. EBIT +14% vs cons but orders -8% vs cons - Activity level to remain high for m...
Redeye comments on Invisio’s Q2-results which came in above expectations owing to strong deliveries ...
Innofactor’s Q2 profitability was weak, although mostly due to one-offs.
Consti's net sales in Q2 amounted to EUR 82.9m, above our estimates (Evli est.
SRV’s growth was strong in Q2 driven by non-residential construction.
- EBITA adj. -11% vs. ABGSCe after -1.8m one-off - Gross profit in line with ABGSCe, but elevated co...
Redeye comments on Annexin's Q2 report and recent events in the company.
Redeye sees a soft quarter from CombinedX, with slightly lower sales and substantially lower margins...
- Sales -4%, EBIT -1% vs. ABGSCe, 3% org. sales - H2'24 guidance soft due to supply constraints amon...
Underliggande portföljbolagen utvecklas väl även om valutafluktuationer påverkade substansvärdet neg...
Redeye thinks the Q2 report was slightly better than expected - being in line with consensus estimat...
Redeye’s first take on the Q2 report this morning. Despite some underlying differences, Cellavision ...
Redeye provides an update following the Q2 2024 report.
