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
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


pricer-q2-sales-in-line-but-ebit-came-in-above-abg

__typename

title

isPremium

lang

htmlBody

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Pricer operates in the technology industry and focuses on the development and manufacture of electronic price marking systems for the retail trade. The company's products are aimed at stores and retail chains. The business is global with a main presence in Europe, North America and Asia. Pricer was founded in the year of 1991 and is headquartered in Stockholm.

Pricer

Q2 resultsSales SEK 389m (0.9% vs ABGSC 386m), Gross profit SEK 95m (1.2% vs ABGSC 94m), EBIT SEK 23m (18.5% vs ABGSC 19m), PTP SEK 19m (8.9% vs ABGSC 18m), EPS SEK 0.14 / share (-12.0% vs ABGSC...

Q2 results Sales SEK 389m (0.9% vs ABGSC 386m), Gross profit SEK 95m (1.2% vs ABGSC 94m), EBIT SEK 23m (18.5% vs ABGSC 19m), PTP SEK 19m (8.9% vs ABGSC 18m), EPS SEK 0.14 / share (-12.0% vs ABGSC 0.16 / share). Order intake was SEK 408m (+1% vs. ABGSC SEK 404m), representing y-o-y growth of 26%. Q2 thoughts Pricer’s strong momentum continued in Q2. Sales and EBIT grew 35% and 546% y-o-y, respectively, driven by a broad set of customers in several markets, which we view positive. Sales and order intake were in line with our forecast, but EBIT was slightly above on the back of a tad lower opex than expected. Pricer’s says that the supply chain remains distressed, which consequently has burdened its gross margin in the quarter. Even so, the gross margin expanded to 24.5% in Q2 from 23.9% in Q1 due to an improved sales mix. Encouragingly, the company continues to see high activity on most of its markets. It also highlights the fact that the market is gradually demanding more complex ESL solutions. Estimate revisions and valuation Based on the Q2 report alone, our ‘21e EBIT would increase by 2.5%. We believe that consensus will make modest revisions on 2021-2022 forecasts. On our unrevised estimates, Pricer’s share is trading at 28x ‘21e EV/EBIT, and 20x on ‘22e.