contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


hca-saas-update-september-accelerating-interest-rates-challenge-saas-valuations

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Head of Research

Kasper Lihn

Agillic er et dansk softwarefirma inden for marketingteknologi (MarTech) med hovedkontor i København, Danmark. Agillic-platformen er den anerkendte nordiske marketing automation platform, der muliggør personalisering med skalerbarhed, operationel effektivitet og fuld overholdelse af GDPR. Agillic har dokumenterede cases på tværs af vertikaler – fx finans, energi, medier og forlag, velgørenhed og NGO, og detailhandel. 

Læs mere på https://agillic.com/ 


Agillic

Impero er en dansk Software-as-a-Service (SaaS) virksomhed, der leverer en compliance management platform. Impero-platformen gør det muligt for virksomheder nemt at styre compliance gennem automatisering af risiko- og kontrolstyring, dokumentation og rapportering. Impero giver virksomheder mulighed for at blive mere complaint på en skalerbar, digital, intuitiv og – vigtigst af alt – nem måde. Impero er noteret på Nasdaq First North i Danmark.

Impero

MapsPeople er en Software-as-a-Service (SaaS) virksomhed med fokus på digital kortlægning til indendørs navigation. De to primære indtægtsstrømme er 1) MapsIndoors som er MapsPeoples egenudviklede kortløsning til indendørs navigation 2) Google Maps partnerskab med Google. MapsIndoors er nøglesegmentet med høje tocifrede vækstrater, og Google Maps-segmentet forventes at være en mere stabil forretning fremadrettet.

MapsPeople har en global tilstedeværelse med kontorer i Danmark, Tyskland, Singapore og USA, og kunderne omfatter nogle af de største brands i verden. Virksomheden har været noteret på Nasdaq First North Premier i Danmark siden juni 2021.

MapsPeople

Penneo er en dansk Software-as-a-Service (SaaS)-virksomhed, der leverer løsninger til digital signering, dokument-workflow og compliance såsom et Know Your Customer-produkt (KYC), der hjælper virksomheder med at overholde anti-hvidvask-lovgivningen (AML). Penneo blev etableret i Danmark i 2014, og virksomheden har nu mere end 3.000 kunder i Danmark, Sverige, Norge, Finland og Belgien.

Penneos primære kunder er revisorer, og virksomheden har ambitionen om at blive markedsleder og den foretrukne partner for revisions- og regnskabsbranchen i Europa. Penneo er noteret på Nasdaq Copenhagen Main Market.

Penneo

OrderYOYO er en dansk Software-as-a-Service (SaaS) virksomhed, der forsyner takeaway-restauranter med al den nødvendige software til at betjene deres kunder, herunder online bestilling, betaling, markedsføring og business management-løsninger. Softwaren gør det muligt for restauranter, primært indenfor takeaway, for at have deres egen-brandede online tilstedeværelse direkte til forbrugerne i stedet for via fødevareportaler.

I 2022 fusionerede OrderYOYO med tyske app smart. Fremover er Tyskland et vigtigt vækstmarked for OrderYOYO. OrderYOYO har en brugerbaseret forretningsmodel, der indebærer, at virksomheden vokser med sine restaurantpartnere. Selskabet har været noteret på Nasdaq First North i Danmark siden juli 2021.

OrderYOYO

September was tough for the stock markets, especially for SaaS and other interest-rate-sensitive growth companies. We now observe a relatively large valuation gap between the US and Danish-listed SaaS stocks (6.7x ARR in the US vs. 3.3x ARR in Denmark). 

September was tough for the stock markets, especially for SaaS and other interest-rate-sensitive growth companies. I am not a macroeconomist but with a 10Y US bond yield accelerating to the highest level since 2007, the macro headwind has continued longer than many first anticipated. The uncertainty has depressed the Danish-listed SaaS stocks, while some of the larger US-listed SaaS stocks have been more resilient, implying that the valuation gap between the US and Danish SaaS stocks is now relatively large (6.7x ARR in the US vs. 3.3x ARR in Denmark). The main explanation is that the Danish-listed SaaS companies are smaller and, in general, have larger risks due to their earlier stages in life cycles and less liquidity in the shares. Moreover, a larger part of US-listed SaaS companies has been positively affected by the recent AI boom. In the newsletter, we also take a look into the first US SaaS IPO in approx. two years, Klaviyo. To read more, click the button below. Read the full newsletter here: <a href="https://nyhedsbrev.hcandersencapital.dk/api/webcopy/1320015/%23YnE/6VuJqi_1UmgQWE6pf1sEiQ%3D%3D/SaaS+October+2023.html?lgn_uid=LnFpVDoxNzI4Mzg2NTkwb5tB5j03dcnzesnjB-A3UA!!&amp;lang=en&amp;evt=Webcopy&amp;resourcename=SaaS%20October%202023&amp;channel=email&amp;ea=cXt%2FT%2BnXqng43qEad4XV2KWUi22lqguuW3VcVzwlPWtTUvUovnNe8aR%2BUjkP43aq%3AghOILtxrQLpoPFHHJGH6cg%3D%3D&amp;fbclid=IwAR1VeuPS8wSGg3zBU8BtIqMA0scKT1Xd_951l5L8ogTdiovkc-Z8Jy4B4Ug" target="_blank" rel="noopener">Link</a> Disclaimer: HC Andersen Capital receives payment from some of the mentioned SaaS companies (Agillic, Impero, MapsPeople, OrderYOYO, and Penneo) for a Digital IR/Corporate Visibility subscription agreement. /Kasper Lihn 12:40, 9 October 2023.

HCA SaaS Update September: Accelerating interest rates challenge SaaS valuations

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