- Cyclical, variable volumes behind miss & soft near-term outlook - We cut '25e and '26e adj.
- Q3: Sales weaker than expected, but solid margins - We trim sales, but more than offset by a lower...
- Slower recovery, but positive gross margin trend - We lower '24e-'26e adj.
- Strong performance in product companies behind EBITA beat.
- Minor estimate changes - Solid profitability ahead as growth conditions stall - EV/ARR 1.
Redeye is a bit surprised by the major drop in Ependion’s Q3 top-line numbers.
Redeye sees another quarter where AroCell delivers sales relatively in line with our estimates and c...
Carlsquare Equity Research har publicerat sina första intryck efter Enrads nyligen offentliggjorda k...
Dovre’s EUR 2.4m EBIT was soft relative to our estimate despite the high top line, but in our view v...
Solteq‘s profitability continued to improve y/y, while comparable revenue declined.
Vaisala’s Q3 fell short of our estimates for both net sales and profitability.
SRV’s Q3/24 was broadly in line with our estimates.
Redeye retains its positive view of Avensia following a solid Q3 report with a healthy underlying ma...
Redeye provides a research update following the Q3 report published by Lipum earlier today.
- Q3 sales -6% below our ests. at SEK 202m, for -8% org.
- Weak on sales but higher gross margin - More restrucrings to come - Estimates likely up 5-10% on a...
- Pre-announces Q3 sales 5% below ABGSCe... - ... and ~7% below on adj.
- Q3 pre-announced, outlook encouraging but dependent on OEMs - Consensus could lower '24e-'25e EBIT...
- EBITA SEK 235m (+5% vs. ABG, +3% vs. IR consensus) - Medical Solutions +5% vs.
