Proact - Dell and NetApp better-than-expected
Dell group sales +24% vs cons, NetApp +4%, stocks +27% and +15% in aft-mktAccelerated revenue growth in Dell Storage sales and NetApp group revenuePos...
Dell group sales +24% vs cons, NetApp +4%, stocks +27% and +15% in aft-mktAccelerated revenue growth in Dell Storage sales and NetApp group revenuePos...
We cut '26e EBITA by 15%, but lift '27e/'28e EBITA by 9%/8%We forecast a ~50% EBITA CAGR from '26e to '28e...... leading EV/EBITA to drop from 13.6x i...
Prioritising profitability, targeting 12% EBITA marginBuilding on the 15+ years of defence expertiseDisciplined M&A approach, waiting for the righ...
Adj. EBITA -3%/-2%/+1% in '26e/'27e/'28e; North America deliversWe estimate positive EBITA growth in 2026e, in line with guidance11.2x '26e EV/EBITA, ...
Streamlining the group with a clean balance sheetPower as the core focus areaTargeting NOK 2bn in revenue by '27-'28Overview of Qben InfraLast week, w...
Christer Wahlquist stepping down, Anders Björklund new CEOPre-planned, internal recruitment should make for a smooth transitionA loss for the com...
Sports margin weak in Feb'26Minor estimate revisionsTrading below peers at 4.0x '26e EV/EBITDASports margin held back the quarterQ1 was a bit softer t...