Redeye retains its positive view of Sdiptech following a Q2 report that met our expectations.
Incap upgraded its 2024 full-year guidance on 18 July.
- Q2'24 results due 20 August - 142% growth y-o-y for Catalyst, +9.
- Marginal estimate changes - Awaiting B2C and B2B volume recovery for growth upside - EV/ARR ~2.
Redeye’s view on the Q2 report. The organic growth was decent, while the gross margin development co...
- Q2 deliveries impressed, less support ahead but still good demand - 2024e adj.
- Sales +1% vs. ABGSCe (-5% y-o-y), EBIT +4% vs. ABGSCe - Ework continues to see recovery in demand ...
Redeye concludes that Q2 numbers on Group level were very much in-line with our expectations.
- Sales -14% vs. ABGSCe, EBIT SEK 0m vs. ABGSCe 2m - NW&FT drives sales miss due to restaurant marke...
Redeye comments on Invisio’s Q2-results which came in above expectations owing to strong deliveries ...
Finnair’s Q2 results were somewhat softer than estimated as the EUR 44m comparable EBIT missed estim...
Consti's net sales in Q2 amounted to EUR 82.9m, above our estimates (Evli est.
- Return to growth in Q2 bodes well for 9-10% organic growth in H2e - AI and cybersecurity among the...
- EBITA adj. -11% vs. ABGSCe after -1.8m one-off - Gross profit in line with ABGSCe, but elevated co...
Redeye comments on Safeture’s Q2 2024 report, which came in close to our numbers.
Redeye sees a soft quarter from CombinedX, with slightly lower sales and substantially lower margins...
Redeye believes Sdiptech's Q2 report was solid, with continued good organic sales growth in both bus...
Underliggande portföljbolagen utvecklas väl även om valutafluktuationer påverkade substansvärdet neg...
Redeye comments on Evolution’s Q2-result which was softer than expected.
Redeye’s first take on the Q2 report this morning. Despite some underlying differences, Cellavision ...
