På Placera och Avanza använder vi cookies för att säkerställa funktionalitet, personalisera innehåll och annonser och för att analysera hur sajten används. Genom att godkänna accepterar du att cookies används. Läs mer och hantera inställningar

Alcadon Group
Alcadon Q2: Better on organic growth, delays in German market - SEB (SEB Research)

2022-08-12 08:43

Alcadon Group, a distributor of network equipment in the premium segment of the market, reported Q2 sales about 2% ahead of our estimates, implying organic growth of 17% y/y (SEBE: 12%). Earnings were in line with our forecasts across the P&L (small deviations in absolute terms). While frame agreement deliveries have commenced in Germany, there is a delay and we may shift some H2 sales estimates into 2023. Our mid-point DCF of SEK 100 is under review.

SEB Research

This research has been commissioned by the company. Only for professional investors resident in EEA member states. Reports may not be distributed to the US or other jurisdictions where to do so would be unlawful. Please see the disclaimer tab for any details of investment banking services recently provided by SEB that could be considered relevant to the subject matter of this research.


redaktion@finwire.org
© Copyright

Alcadon Group - I dag

{point.key}

Marknadsöversikt

Stockholmsbörsen, OMXS30

I dag
-
Senast
-
{point.key}

Världsindex

Index +/- % Senast
DAX - -
Hang Seng - -
Nikkei - -

Valutor

Valuta +/- % Senast
USD/SEK - -
EUR/SEK - -
GBP/SEK - -
EUR/USD - -

Räntor

Ränta +/- % Senast
5-års ränta - -
10-års ränta - -

Råvaror

Råvara +/- % Senast
Guld - -
Silver - -
Koppar - -