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
    }
  }
}


nexam-chemical-early-days-in-a-big-market-abg

__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 sales lower than expected (-5% vs. ABGSCe)* Major untapped potential in Recycling* Long-term potential intact; EPS positive in '26eQ3 sales softer, impacted by seasonal effectsNexam reported...

* Q3 sales lower than expected (-5% vs. ABGSCe)* Major untapped potential in Recycling* Long-term potential intact; EPS positive in '26eQ3 sales softer, impacted by seasonal effectsNexam reported softer than expected sales of SEK 46m, +3% y-o-y and -5% vs ABGSCe. The quarter was affected by seasonal effects and holiday closures. Reactive Recycling (12% of sales in Q3'25) continues to be the clear growth driver, currently offsetting the weaker sales in Lightweight, which is affected by weaker market conditions. The company now has two major recycling customers running full-scale production, contributing to a run-rate of SEK &gt;15m per year. In addition to these two, new customers are scaling up production and multiple trials are ongoing. EBIT adj. was also lower at SEK -2.3m (vs. ABGSCe -0.41m), due to the lower than expected sales.Estimate changes and outlookWe lower '25e-'27e sales by 1-3% and total '25e-'27e EBIT adj. by SEK 9m on the back of the Q3 report. Our long-term view of the company remains largely unchanged. We forecast that sales will grow at a 13% CAGR in the period '25e-'27e, and that Nexam will leverage its current opex base to reach a 7% EBIT margin in '27e.Untapped potential in RecyclingWe still find the company's niche in Reactive Recycling attractive, believing it to represent a good growth opportunity, driven by cost savings and environmentally friendly solutions. The company approximates its serviceable obtainable market to EUR 70m by 2030 (based on 5% penetration in Europe and 2% elsewhere), compared with a current run rate of roughly EUR 2m, highlighting significant untapped upside. The share has returned -4% L3M (vs. peers at -3%, OMXSALLS at +2%) and is currently trading at 1.6x-1.1x '25e-'27e EV/Sales.