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
    }
  }
}


asetek-nedjusterer-2025-guidance-i-forbindelse-med-q3-2025-men-noget-optimisme-ind-i-2026

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Head of Research, Stables

Rasmus Køjborg

Asetek is a global leader within liquid cooling solutions for high-end PC’s and also produces high-end equipment for SimSports. Asetek was listed on the OBX Oslo Stock Exchange in 2013.

Asetek’s liquid cooling of high-end PC’s and eSports enthusiasts is its largest segment. Its sealed loop liquid cooler supports the thermal challenges of the computers and can also be implemented at data centers to provide significant energy savings and recapturing of heat against the air cooling industry norm; however, this segment remains relatively smaller.

In 2021 Asetek made its first expansion into the SimSports Gaming market with its high-end SimRacing pedals, designed to create an immersive experience for sim racers. Asetek plans to expand further into the SimRacing value chain with ambitions to release wheelbases, steering wheels, shifters, and other end-user customization options.

Asetek

Asetek var i går aftes ude med sit regnskab for 3. kvartal 2025, hvor man må nedjustere forventningerne til 2025, men hvor der, efter at selskabet lukkede en større aftale tidligere i oktober, spores en vis optimisme for fremtiden gående ind i 2026.

Asetek var i g&#xe5;r aftes ude med sit regnskab for 3. kvartal 2025, hvor man m&#xe5; nedjustere forventningerne til 2025, men hvor der, efter at selskabet lukkede en st&#xf8;rre aftale tidligere i oktober, spores en vis optimisme for fremtiden g&#xe5;ende ind i 2026.
S&#xe5;ledes venter Asetek nu en oms&#xe6;tning i 2025 p&#xe5; omkring USD 41 mio. imod det tidligere udmeldte interval p&#xe5; USD 45-53 mio. Samtidig venter man nu en EBITDA-margin p&#xe5; -3% til -5% imod tidligere ventet 0% til +3%.
Selve 3. kvartal 2025 viser en oms&#xe6;tningsnedgang p&#xe5; ca. 20% y/y til USD 9,8 mio. sammenholdt med samme kvartal &#xe5;ret f&#xf8;r. Til geng&#xe6;ld forbedres bruttomargin til 42% i 3. kvartal 2025 fra 36% i 3. kvartal 2024. EBITDA realiseres i kvartalet p&#xe5; omkring USD -0,5 mio., hvilket er nogenlunde samme niveau som for et &#xe5;r siden.
I &#xe5;rets f&#xf8;rste 3 kvartaler lander oms&#xe6;tningen p&#xe5; USD 30,9 mio. imod USD 37,1 mio. i samme periode &#xe5;ret f&#xf8;r. Adjusted EBITDA er &#xe5;r-til-dato i 2025 realiseret p&#xe5; USD -0,7 mio. imod USD -0,3 mio. i samme periode i 2024.
Du finder hele regnskabet fra Asetek her: <a href="https://view.news.eu.nasdaq.com/view?id=b8675d79ef84f19450c9ce2579c37c0ec&amp;lang=en&amp;src=listed">https://view.news.eu.nasdaq.com/view?id=b8675d79ef84f19450c9ce2579c37c0ec&amp;lang=en&amp;src=listed</a>
Asetek meddelte tidligere i oktober, at selskabet har indg&#xe5;et en langsigtet aftale med en tidligere top-tre kunde der opererer inden for hardware til gaming-sektoren, om levering af high-end liquid cooling produkter baseret p&#xe5; Aseteks Ingrid-platform. Aftalen omfatter som minimum ordrer for USD 35 mio. over en 2-&#xe5;rig periode - med leverancer startende i 2026. Som f&#xf8;lge heraf h&#xe6;vede Asetek sit oms&#xe6;tningsm&#xe5;l p&#xe5; den mellemlange bane for Liquid Cooling-segmentet til over USD 65 mio. USD (fra USD 50 mio.) og fastholdt et m&#xe5;l om en justeret EBITDA-margin over 25%. Selskabet forventer, at segmentet vender tilbage til v&#xe6;kst fra 2026.
Disclaimer: HC Andersen Capital modtager betaling fra Asetek for en Digital IR abonnementsaftale. /Rasmus K&#xf8;jborg, CFA kl. 10.00 d. 04/11-2025.

HC Andersen Capital

Asetek: Nedjusterer 2025-guidance i forbindelse med Q3 2025, men noget optimisme ind i 2026