Nepa - Low ad hoc sales spoilt subscription growth
Q3 was soft on ad hoc sales declineStructurally declining opex base is encouragingWe lower adj. EBITDA-capex by 11-4% for '26e-'27eSubscription growth...
Q3 was soft on ad hoc sales declineStructurally declining opex base is encouragingWe lower adj. EBITDA-capex by 11-4% for '26e-'27eSubscription growth...
Q3 NAV 4% above ABGSCeImpressive performances by DPP and Safe LifeP/NAV well below historical averageQ3: NAV beat despite continued Green weaknessBygg...
The merger in focus for nowQ3’26e sales of SEK 516m and adj. EBITA of SEK 39mInfrea's share price pegged to Netel'sMerger moves towards the fini...
Q3'26 numbers due on 4 November at 07:45 CETEstimate changes reflect India divestmentFair value changed to SEK 220-300 (190-270)Q3'26 expectationsOver...
Q3 sales 11% below ABGSCe SEK 75mGross margin up 4.4pp, likely due to favourable mixLikely modestly positive EBITDA consensus estimate revisionsQ3'26 ...
Adj. EBITDA-capex SEK 2.3m vs. ABGSCe 3.2mThe miss was entirely ad hoc-drivenTrading at 5x '27e adj. EBITDA-capexMaterial earnings improvement y-o-y, ...
Sales -1%, adj. EBITA -8% vs. FactSet consensusEarnings miss driven by Sweden and NorwayExpect consensus adj. EBITA to come down 2%Q3 resultsSales gre...