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CoinShares International: Blir utdelningsbetalare - Edison
CoinShares International: CoinShares International (CS) avslutade sitt senaste räkenskapsår med justerad EBITDA för Q423 på 25,7 miljoner pund, vilket ökade vinsten för FY23 till 56,9 miljoner pund (det näst bästa resultatet i företagets historia). Bolaget inför nu en utdelningspolicy med målsättningen att utbetala 20–40 % a ...
Publicerad: 2024-03-08 11:19 av Edison Investment Research
CoinShares International: Becoming a dividend payer - Edison
CoinShares International: CoinShares International (CS) concluded its latest financial year with Q423 adjusted EBITDA of £25.7m, which brought its FY23 earnings to £56.9m (the second-best result in its history). The company is now introducing a dividend policy, aiming to pay out 20–40% of its total comprehensive income adjus ...
Publicerad: 2024-03-05 13:53 av Edison Investment Research
Green Hydrogen Systems (One-pager): 2023 key figures and release of its new 2024 guidance
Green Hydrogen Systems: Earlier this week, Green Hydrogen Systems announced its 2023 key figures and its new 2024 guidance. Following the announced key figures and new 2024 guidance, we have updated the investment case one-pager, which provides insights into key investment reasons and risks as well as perspectives on valua ...
Publicerad: 2024-01-26 10:30 av HC Andersen Capital via Inderes
Gaming Innovation Group - AskGamblers sweetens the pot
Gaming Innovation Group: Q2 to keep ~20% organic growth driven by both divisions Margins continue to increase, 42% '23e-'25e adj. EBITA CAGR '23e EV/EBITDA of ~7x, 11% below peer group median Q2e: 22% org. growth and 43% adj. EBITDA marginWe forecast Q2 normalised sales and adj. EBITDA of EUR 31m and EUR 13.3m, respectively ...
Publicerad: 2023-07-13 13:45 av ABG Sundal Collier
Gaming Innovation Group - Momentum continues
Gaming Innovation Group: We expect a decent Q1 print driven by both divisions '23e-'25e adj. EBITA cut by 4-3% on slightly higher other opex '23e EV/EBITDA of 6.5x, 7% below peer group median Q1e: 19% org. growth and 43% adj. EBITDA marginWe forecast Q1 normalised sales and adj. EBITDA of EUR 28m and 12.2m, respectively, co ...
Publicerad: 2023-04-03 12:00 av ABG Sundal Collier
Gaming Innovation Group - Steadily growing quarter by quarter
Gaming Innovation Group: Expect 5% sequential top-line growth & a 38% margin Limited estimate changes on a solid outlook Share up 31% YTD and trading at 11x ‘22e EV/EBITA Q3 report due 9 Nov – solid growth expected to persist We forecast Q3e normalised sales and adj. EBITDA of EUR 23.3m and 8.9m, respectively, corresponding ...
Publicerad: 2022-10-18 15:46 av ABG Sundal Collier
Set up for a rebound in the VIX soon
We have seen a summer relief rally on the US and European stock markets in July. But several threats remain to the stock market. The VIX has fallen too much in our view. The price rise in equity markets during July has been supported by a simultaneous price increase for HYG (a US high credit risk co ...
Publicerad: 2022-08-09 14:32 av Carlsquare
Yet another dead cat bounce?
The Fed minutes released on Thursday, 25 May, triggered a strong rebound on the US stock exchanges. The market now suspects that the central bank´s stiff stance on rate hikes has softened. HYG was leading the rally in the US stock exchanges. This is a good sign since it is an ETF for junk bonds. How ...
Publicerad: 2022-05-31 15:58 av Carlsquare
Inflation in the US might flatten out; what can oil do for renewable?
The US CPI figure in December, released on Wednesday, January 12, showed that the inflation rate in the US now appears to have plateaued at a 7% annual rate. There are some similarities with the 1970s regarding increasing commodity prices and gold. The rise in commodity and input prices is broad and ...
Publicerad: 2022-01-17 18:23 av Carlsquare
Inflation fears and a weaker USD…should one bet on Gold?
That higher inflation makes rate hikes important is now supported by many Fed members. Given this situation, the search for an inflation hedge (where Gold might be one alternative) will increase. Nonfarm payrolls in the US rose by 199,000 in December, about half the analysts’ average forecast of 400 ...
Publicerad: 2022-01-10 09:40 av Carlsquare
Unik och diversifierad utväxling på kryptoboomen
Hilbert: I takt med en smygande oro för stigande inflation har bitcoin och andra kryptovalutor klättrat till nya rekordnivåer. Hilbert erbjuder en diversifierad exponering mot kryptomarknaden med en algoritmhandlad kryptofond som hittills avkastat 160% årligen och tre nya fonder på väg, en dataanalystjänst o ...
Publicerad: 2021-10-27 10:12 av Emergers
Mostly strong reports last week, but discounted in valuations
This weekly letter looks at the Q3 company reports, the business cycle, and valuation. We also identify investors having increased their risk premiums. Technically, Tesla stock continues to look attractive, while Volvo is at a crossroads Although 84% of US company reports were better than expected i ...
Publicerad: 2021-10-25 09:33 av Carlsquare
The market needs a canary
We continue to stare at the famous canary in the coal mine, to see if it is about to faint or not. But it still looks lively. Assets at the far end of the risk curve such as SPAC, IPO index and microcap companies even test upwards. The statistics also clearly show that the Fed continues to build up ...
Publicerad: 2021-05-31 13:22 av Carlsquare