Scandinavian Medical Solutions har her til formiddag offentliggjort en ny udlejningsaftale på en MRI-løsning til et sydeuropæisk hospital. Den modulære MRI-løsning har en værdi inden for intervallet DKK 2,0 mio. til under DKK 3,5 mio. jf. selskabets informations- og kommunikationspolitik. Det fremgår ikke specifikt i investornyheden, hvor lang udlejningsaftalen er, men det fremgår, at løsningen i de kommende måneder vil øge kundens scanningskapacitet og reducere ventetiderne for patienterne.
Neste's Q2 comparable EBITDA was slightly below our forecasts, but the lower-than-expected sales margin in Renewable Products in particular made the overall picture negative. The very weak market for Renewable Products has probably bottomed out, but the rate of market recovery and its timing are of course unclear.
Hexagon announced its Q2 results this morning. Revenue growth was below expectations due to cyclical factors such as weak construction and automotive markets. However, profitability beat expectations, driven by strong gross margin and good recurring revenue growth.
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The company’s growth slightly exceeded our estimates, whereas its operating result increased from the comparison period, but fell short of our expectations. Thus, the company’s development was a step in the right direction, but somewhat slower than we expected.
Subject to approval at an Extraordinary General Meeting on 9 August 2024, MapsPeople aims to raise gross proceeds of DKK 30-36m in new capital for its operational plan and growth activities, including M&A activities. The capital raise will be structured as a rights issue, offering new shares with pre-emptive rights for existing shareholders at a subscription price of DKK 2.00 per 1 new share. In yesterday’s trading (25 July 2024), MapsPeople’s share closed at DKK 2.48. Approx. 82% of the total offer size (DKK 36m) has been secured through irrevocable subscription undertakings from existing shareholders and guarantee commitments from certain new investors, implying that MapsPeople has secured gross proceeds of at least DKK 30m.
Purmo's Board of Directors announced on Thursday that it maintains its recommendation for the Grand Bidco consortium’s bid despite Haier's higher bid. Our more detailed comments on the latest Board release can be found here. Haier responded to the Purmo Board's press release yesterday, stating that it intends to continue negotiations with the Purmo Board to ensure that the Board fully appreciates the benefits to shareholders of the higher offer announced by the company.
CEO Håkan Dahlström summarizes the Q2 report, elaborates about the demand situation and talks about what kind of plans does Eltel have for the rest of the Other businesses.
Overall, the company's Q2 report was fairly neutral compared to our expectations, although we have made moderate negative changes to our near-term forecasts.
Purmo's Board of Directors announced that it maintains its recommendation for the Grand Bidco consortium’s bid despite the higher competing bid. This is not what we expected, as we believed that the Board of Directors would recommend Haier’s offer and Purmo would eventually end up with Haier based on a much higher price.
The company announced on Wednesday that it had been selected by Vattenfall Eldistribution as the contractor for two 130 kV power lines between the substation in Hedenlunda and the substation at SSAB's steel mill in Oxelösund. We estimate the value of the project to be 931 MSEK (around 80 MEUR).
Q2 was in line with expectations in terms of operations and commentary, and we left our forecasts broadly unchanged. In 2024, we expect the company’s earnings to be at the level of the comparison period, due to a challenging market, but to grow moderately in the coming years. Our forecasts are clearly below the company’s target levels. The share's valuation picture is still very attractive from several angles (2024e P/E: 14x, adj. P/E: 9x, DCF: EUR 29, SOTP: EUR 26 and expected return ~20%).
The regional health management of Castilla y León in Spain has chosen Aiforia as its partner for AI-based diagnostics. The collaboration involves the use of selected Aiforia AI solutions for the analysis of tissue samples, e.g., from breast, prostate, and lung cancer patients.
Today, Embla Medical's CEO Sveinn Solvason presented the Q2 2024 results, the expectations for the rest of the year, and details about Medicare's finalized proposal that grants access to more advanced solutions for more patients in the US.
Mendus announced on Tuesday that the company will start a new ilixadencel trial in collaboration with the French cancer center Institut Bergonié. The trial will combine ilixadencel with the cancer drugs regorafenib and avelumab for soft-tissue sarcomas (STS).
Harvia announced on Tuesday that it will acquire the premium steam room and shower manufacturer ThermaSol Bath. ThermaSol with a revenue of 14 MUSD is a small complementary acquisition in Harvia’s scale but we see prerequisites for the Group to scale the acquisition item.