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
  createdAt
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
    forum {
      threadUrl
    }
    defaultInstrument {
      symbol
      id
    }
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  createdAt
  changedAt
  isPremium
  authors {
    __typename
    name
    pageUrl
    id
  }
  companies {
    name
    pageUrl
    id
  }
  tags {
    name
    id
  }
  ... on Video {
    liveTime
    videoUrl
    videoEmbedUrl(location: "inderes")
  }
  ... on Webcast {
    liveTime
    videoUrl
    videoEmbedUrl(location: "inderes")
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        threadUrl
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        symbol
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
      researchContentUrl
      researchContent {
        title
        lang
        pdfUrl
        relatedContent {
          __typename
          ...PublishingDetails
          ...Reactions
          id
        }
        content {
          title
          lang
          htmlBody
          publishedAt
          createdAt
          changedAt
          isOutdated
          isPremium
        }
      }
    }
    ... 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
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
        }
      }
      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
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
}

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
    }
  }
}


redeye-brightbid-the-streamlined-organization-lowers-the-profitability-bar

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

changedAt

BrightBid is an adtech company that empowers online advertisers to manage their marketing with the help of data and AI. The company's primary SaaS service is an online tool that allows customers to manage results and independently bridge different advertising platforms. The company was previously known as Speqta. The business operates globally and is headquartered in Stockholm.

Market expectations for earnings don’t seem too high this time. Before the financial institution’s sale, however, the share price fell below 4 SEK. Hopefully, we’ll get some positive information from Bidbrain, because as stated, Bidbrain holds the greatest opportunities for Speqta’s future success. Of course, Bidbrain’s weight in the Q3 results is still small.

The Q3 report on Thursday will be interesting. They probably wouldn’t have sold Rahalaitos yet if BidBrain hadn’t gotten off to a good start?

News Powered by Cision              Speqta is selling Rahalaitos to Sambla    []  Speqta AB (publ) (“Speqta”) has entered into an agreement with Nordic Capital owned Sambla                             Speqta AB (publ) (“Speqta”) has entered into an agreement with Nordic Capital owned Sambla Group AB (“Sambla”) to sell the leading loan broker in Finland, Eone Oy (“Rahalaitos”), for approximately EUR 48.4 million (EUR 45.5 million cash free basis) Speqta acquired Rahalaitos in January 2020 and paid a purchase price of EUR 23.5 million. With cash and cash equivalents amounting to almost SEK 300 million and no interest-bearing debts we have several exciting strategic opportunities in front of us. Therefore we are initiating a strategic review of our business. — Aika kova, vuodessa 218 MSEK voittoa tästä kaupasta, kun Speqtan markkina-arvo on näiden päivien nousujen jälkeen edelleen vain 323 MSEK. Tähän lisäksi CEO:n kommentit, niin ajattelisin Speqtan myyvän myös muut C&C osiot ja sitten keskittyvän täysin BidBrainiin ja AdTechiin.

Speqtan Q3 report and webcast on 11.11. Interesting to see how bidbrain has progressed. In the August presentation, they had only taken on a handful of clients because the service was still in the ramp-up phase. The driver for bidbrain is Google’s announcement to block third-party cookies by the end of this year. However, there are many competitors.

Could you elaborate a bit on what “moderately priced” means to you here? I do have my own view on valuation and I don’t necessarily consider the reaction wrong. Speqta is not particularly expensive, but it doesn’t have any major drivers to rise high either. What’s happening now is that the C&C (Click & Collect) cornerstone is carrying a (low) valuation, but the wings are missing. It must be remembered that this, measured on an adjusted earnings basis, is quite expensive (or was) and only looks cheap due to accounting profits that arose from the unpaid additional purchase price in Q2 of last year, if I recall correctly.

What are others’ thoughts on the Q1 report? Q1 EBITDA was SEK 7.6M, while Redeye predicted SEK 4.3M, so a clear beat there. Revenue was SEK 42.8M, which was somewhat below forecasts (Redeye SEK 43.4M). The market reaction is devastating, down -17% at the moment, but in my opinion, the numbers are quite okay, and even at the current valuation, the company is priced quite modestly.

News Powered by Cision              Speqtas finska sajt Rahalaitos topprankas av Google    [] Speqtas (”SPEQT”) förvärvade Rahalaitos, Finlands främsta låneförmedlare online, har i år

BrightBid

Redeye regards BrightBid’s Q2 as a mixed-bag quarter, where the substantial cost cuts are the positive highlight while the soft q/q cARR growth is the weak point. Although we have lowered our...

<div class="mfn-body"><p>Redeye regards BrightBid’s Q2 as a mixed-bag quarter, where the substantial cost cuts are the positive highlight while the soft q/q cARR growth is the weak point. Although we have lowered our Base Case somewhat, it still constitutes a significant upside potential. Given that BrightBid can accelerate growth in line with our forecasts in 2025, it is heading towards profitability fast following the recent cost cuts. In such a scenario, the current 1.2x sales valuation looks appealing.</p><p><a rel="noopener" href="https://www.redeye.se/research/1034307/brightbid-the-streamlined-organization-lowers-the-profitability-bar?utm_source=MFN&amp;utm_medium=pmcour">Read more and download the Research Update.</a><br>&nbsp;<br>Follow companies at Redeye to receive the latest equity research within Life Science and Technology.<br>&nbsp;<br>This is a press release from Redeye - Research Powered Investment Banking. <a rel="noopener" href="https://www.redeye.se/">www.redeye.se/</a></p></div><div class="mfn-footer mfn-attachment mfn-attachment-general"><p><strong class="mfn-heading-1">Attachments</strong></p><hr><p><a rel="noopener" href="https://storage.mfn.se/907a961e-ff84-480f-8905-fee327979fc7/brightbid-the-streamlined-organization-lowers-the-profitability-bar.pdf" class="mfn-generated mfn-primary">BrightBid - The Streamlined Organization Lowers the Profitability Bar</a></p></div>

Redeye: BrightBid - The Streamlined Organization Lowers the Profitability Bar

Redeye: BrightBid - The Streamlined Organization Lowers the Profitability Bar