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
    }
  }
}


asetek-one-pager-mid-term-targets-raised-following-major-oem-returning-customer

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Equity Research Analyst

Philip Coombes

Asetek er global leder indenfor design, udvikling og salg af væskebaserede køleløsninger til specielt gaming-PC’ere og datacentre. Samtidig er selskabet også aktiv indenfor udstyr til SimSports i den kvalitetsmæssige høje ende. Asetek har hovedkontor i Aalborg (Danmark) og afdelinger i Kina, Taiwan og USA. Asetek blev noteret på OBX Oslo Børs i 2013.

Asetek’s væskebaserede køleløsninger, der finder anvendelse indenfor PC’ere hvor høj ydeevne er et vigtigt krav, er selskabets største segment. Der er tale om forseglede køleløsninger (all-in-one) der sælges via OEM aftaler. Disse kan også implementeres i datacentre for at give betydelige energibesparelser, og genindvinding af varme i forhold til hvad kendes fra luftbaserede køleløsninger. Dette segment er dog fortsat relativt begrænset.

I 2021 valgte Asetek gå ind i markedet for SimSports, altså forskellige sportsdiscipliner afviklet på computere, såsom racerløb, basketball, fodbold mv. Her har Asetek i første omgang lanceret flere sæt pedaler inkl. software til SimRacing, og har flere produkter i udvikling såsom rat, og basen hvor rattet monteres.

Asetek

Read the latest Asetek One-Pager following the upgraded mid-term guidance for the  Liquid Cooling segments, and suggested return to growth in 2026.

Read the latest Asetek&#xa0;One-Pager following the upgraded mid-term guidance for the Liquid Cooling segments, and suggested return to growth in 2026.
Following a new long-term agreement with a returning top-three OEM customer, Asetek has raised its mid-term Liquid Cooling revenue target to above USD 65m (from &gt;USD 50m) while maintaining an adjusted EBITDA margin above 25%. Shipments under the agreement, with a minimum commitment of USD 35m, are set to begin in 2026, supporting a return to growth from that year onward.
Asetek&#x2019;s SimSports segment continues to scale, targeting revenues above USD 50m (vs. USD 9.6m in 2024) and single-digit EBITDA margins. While tariff headwinds have weighed on near-term results, production expansion in Malaysia and the H2 2025 mass-market product may position the segment for renewed growth.
Disclaimer: HC Andersen Capital receives payment from Asetek for a Digital IR/corporate visibility agreement. Philip Coombes, 13:20 17.10.2025

HC Andersen Capital

<ul><li>Asetek has increased its mid-term Liquid Cooling revenue target to over USD 65m, supported by a new agreement with a returning top-three OEM customer, with shipments starting in 2026.</li><li>The SimSports segment aims for revenues above USD 50m by 2024, despite current tariff challenges, with growth expected from production expansion and a mass-market product launch in H2 2025.</li><li>Following a DKK 88m rights issue, Asetek is well-capitalized to pursue its strategy, with management confident in achieving profitable growth across divisions from 2026.</li><li>HC Andersen Capital, which receives payment from Asetek, provides this information as part of a corporate visibility agreement.</li></ul>This content is generated by AI. You can give feedback on it in the Inderes <a href="https://forum.inderes.com/t/inderes-fi-sisallon-kehitysideat/71/last">forum</a>.

Asetek (One-pager): Mid-term targets raised following major OEM returning customer 

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