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
    }
  }
  ...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
    }
  }
}


suominen-14percent-miss-on-adjusted-ebitda-target-market-expected-to-remain-stable-nordea

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

changedAt

Suominen is a manufacturing company. The company manufactures and develops a wide range of wipes, hygiene products and medical applications. The manufacturing is based on non-woven fabrics that can be used for various purposes. Customers are found in several industries, with the largest operations in Europe and North America. The company has its headquarters in Helsinki.

Rauli has published an equity research report on Suominen following their Q2 results   Suominen’s Q2 result was better than we expected and better than the comparison period. The company reiterated its full-year guidance of increasing earnings. However, the absolute level of profitability is still weak, and the earnings improvement driven by the efficiency program we forecast will be used to digest the valuation multiples, which is why we see the return expectation as weak. We reiterate our “Reduce” recommendation but raise the target price to €0.63 (previously €0.60) due to upward revisions to our forecasts.                    Inderes              Suominen Q2'26: Pieniä merkkejä paremmasta - Inderes    Suomisen Q2-tulos oli odotuksiamme ja vertailukautta parempi. Tulostaso on kuitenkin edelleen absoluuttisesti heikko.

Suominen’s CEO Charles Héaulmé was interviewed by Rauli regarding the Q2 results    Topics: 00:00 Introduction  00:12 Key highlights of Q2  02:16 Demand situation  05:39 Sales mix  07:33 Raw material costs and price increases  08:50 Future innovations as growth drivers  12:13 Guidance  14:45 Delay in the ramp-up of the Alicante plant

Boom! Suominen beat forecasts for the first time in about five years. The level is admittedly still weak, but at least the adj. operating profit rose above zero. The guidance for increasing adj. EBITDA for the full year remains unchanged, and this result gives confidence in its realization (our forecast was quite close before Q2).     Forecast Table  Q2’25 Q2’26 Q2’26e Q2’26e Difference (%) 2026e     MEUR / EUR  Comparison Actual Inderes Consensus Act. vs. Inderes Inderes   Net sales  99.8 106 113 107 -7 % 423   EBITDA (adj.)  2.9 4.3 3.0 3.0 46 % 12.7   EBITDA  2.3 2.3 1.0 - 142 % 5.2   Operating profit (adj.)  -1.3 0.2 -1.2 -1.5 116 % -4.5   EPS (reported)  -0.07 -0.03 -0.04 -0.05 33 % -0.13             Net sales growth %  -15.9 % 5.8 % 13.2 % 7.2 % -7.4 %-units 2.7 %   Operating profit % (adj.)  -1.3 % 0.2 % -1.1 % -1.4 % 1.3 %-units -1.1 %   Source: Inderes & Vara Research, 3 analysts (consensus)

Thanks for asking.  After a quick look into the industry and its companies, it feels like there are quite a lot of challenges in general, and there don’t seem to be any clear, major growth drivers visible for the sector as a whole. The questions below might be silly and unnecessary, so there’s no need to ask them, but they just came to mind.  1. How is the long-term demand/growth of the market developing, and what are Suominen’s strengths relative to its competitors? 2. Does Suominen currently have any new product, material, or technological development projects, etc., underway that could bring new growth or, for example, otherwise open up various new opportunities in the near future?

CEO Charles will be interviewed again on Friday following the Q2 results. If you have any questions that have come to mind, please send them over and I will try to include them…

Here are Rauli’s preview comments ahead of Suominen’s Q2 report release on Friday, August 7th.   We expect revenue to have turned to clear growth due to the recovery in volumes. However, we estimate that the earnings level will remain at the level of the comparison period, burdened by rising raw material and energy costs. The company recently completed its oversubscribed share issue, which will ease the balance sheet situation, but the progress of the operational turnaround remains under our magnifying glass. We expect the company to reiterate its full-year guidance, although we see a clear downward risk in it.                    Inderes – 5 Aug 26              Suominen Q2'26 -ennakko: Liikevaihto kasvuun kustannuspaineiden jatkuessa -...    Ennustamme liikevaihdon loikanneen 113 MEUR:oon, mutta nousevat kulut pitäneen tuloksen heikkona.

Suominen’s stock has risen quite a bit since the share issue. How do you view the company’s current valuation? The earnings, however, are not predicted to turn profitable just yet.

Suominen

Suominen’s results continued gradual improvement from Q1, while fell short of Vara Research consensus expectations. The company expects its target market to remains stable in the short term ...

Suominen’s results continued gradual improvement from Q1, while fell short of Vara Research consensus expectations. The company expects its target market to remains stable in the short term although some uncertainties related to global economic sentiment remain. Sales volumes increased y/y in Q2, while sale prices were down due to lower raw material prices. Americas sales were stronger than we had anticipated while EMEA fell short of our expectations. Guidance of improving comparable EBITDA was maintained intact, while consensus has modelled EUR 26.3m in 2024E after EUR 15.8m in 2023. Initially, we anticipate consensus to take down 2024 estimates to the tune of mid- to high-single digits.

Suominen: 14% miss on adjusted EBITDA – target market expected to remain stable - Nordea

Suominen: 14% miss on adjusted EBITDA – target market expected to remain stable - Nordea