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 CompanyTagList on Company {
  pageUrl
  name
  viewerIsFollowing
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    ...CompanyTagList
    id
  }
  ...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
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
      id
    }
    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 {
    id
    name
    pageUrl
    viewerIsFollowing
    defaultInstrument {
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      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
    }
  }
}


christian-berner-tech-trade-time-to-ramp-up-acquisition-pace-abg-1

__typename

title

isPremium

lang

htmlBody

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Berner Industrier is a Nordic industrial group within sustainable technology that operates in a number of niche markets. The group offers products and solutions that contribute to managing societal problems with the help of technology. Important areas are clean energy, clean water and sustainable resource utilization. Berner Industrier was founded in 1897 and has its headquarters in Stockholm.

Berner Industrier

Sales 7% above our expectations……but adj. EBITA 23% belowManagement intends to ramp up M&A pace Q2 resultsCBTT delivered sales of SEK 214m (+7% vs. ABGSCe), up 14% y-o-y whereof 10.5% organic...

Sales 7% above our expectations……but adj. EBITA 23% belowManagement intends to ramp up M&amp;A pace Q2 resultsCBTT delivered sales of SEK 214m (+7% vs. ABGSCe), up 14% y-o-y whereof 10.5% organic. Management says that activity in the group’s markets remains good, reflected in order intake being up 23% y-o-y. However, margins remain under pressure. The adj. EBITA was SEK 11.6m (-23% ABGSCe), up 45% y-o-y, corresponding to a margin of 5.4% (4.3%) vs. ABGSCe at 7.5%. Soft operating cash flow at SEK -18.8m (16.5m) due to partly intentional buildup of NWC. Management has due to the large order backlog and strained supply chains built up somewhat larger inventory stock to secure its exiting delivery commitments and prepare for H2’22. Estimate changes and outlookOn isolated numbers, ‘22e EBITA estimates comes down 6%. Management expects contiued pressure on the gross margin in H2’22 due to material supply shortages. On the postive side, management highlights that it looks forward to increasing its acquisition rate in the future, although highlighting difficulties to agree with sellers on price levels for the time being. Finally, Henrik Nordin has now started as the group’s new CFO, thus replacing interim CFO Lars Westlund. Final thoughtsThe share trades at 7.5-6.6x ’23-24e EV/EBITA on our pre-report estimates and yesterday’s share price. Läs mer på ABG Sundal Collier

Christian Berner Tech Trade: Time to ramp up acquisition pace - ABG

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