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
    }
  }
}


dnb-markets-nexam-chemical-a-step-in-the-right-direction

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Nexam Chemical operates in the research and manufacturing industry. The company's products are used in the plastics industry to manufacture materials that are adapted to demanding environments. The products it develops are additives that give the end products the desired properties and that enable the recycling of the plastic. Customers can be found in, for example, wind power, the aerospace and recycling industries. The head office is located in Lomma.

Nexam Chemical Holding

Q3 results. While group sales were slightly above our estimate, Performance Chemicals' sales exceeded our forecast by as much as 19%. Group organic growth was partly driven by volumes and partly...

Q3 results. While group sales were slightly above our estimate, Performance Chemicals' sales exceeded our forecast by as much as 19%. Group organic growth was partly driven by volumes and partly price (50/50 split for Performance Chemicals as well as Performance Masterbatch). Performance Masterbatch's sales were 13% lower than we expected, but we still consider the increase of 9% YOY solid given that the global masterbatch market is growing c4-5% annually (according to Nexam).Reactive Recycling. With the Q2 report, the company said 25 potential customers were evaluating its Reactive Recycling solutions. In Q3, it said that number had increased (but did not specify). Management appeared confident on ongoing projects, stating that at least half of the 25 projects it was working on had shown good progress in Q3. Hence, we believe order volumes could potentially accelerate quickly, and see Reactive Recycling as a future cornerstone of Nexam Chemical's business.PET foam. While the wind power market has been weak in 2022, we see signs of a recovery in 2023. Nexam Chemical's PET foam business also seems to have started to recover (DIAB accounted for c15% of total sales in Q3 versus c10% in Q2), which we consider encouraging as we see it as one of the company's major growth drivers (the other being Reactive Recycling).Fair value of SEK13-17 reiterated. We have raised our 2022e sales for Performance Chemicals by 9% but lowered our forecast for Performance Masterbatch by 7% (leaving our group 2022e sales roughly unchanged). We have raised our 2023-2024e sales estimates slightly to reflect some growth in Reactive Recycling.Click here to view full report&nbsp;(<a href="https://www.dnb.no/seg-fundamental/fundamentalweb/GetReports.aspx?file=CMPSP_202822.pdf&amp;Sid=1-9B3RRAU">https://www.dnb.no/seg-fundamental/fundamentalweb/GetReports.aspx?file=CMPSP_202822.pdf&amp;Sid=1-9B3RRAU</a>)Hanna Lindbo | DNB Markets | Equity Research | Capital GoodsDNB Bank ASA, Filial SverigeVisiting address: Regeringsgatan 59, StockholmPostal address: 105 88 StockholmE-mail: hanna.lindbo@dnb.se|www.dnb.no