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Redeye retains its positive view of Avensia following a solid Q3 report with a healthy underlying margin.
Redeye strengthens its positive view of Avensia following a Q2 report beating our forecasts.
Redeye strengthens its positive view of Avensia following a strong Q2 report, with growth and margins substantially exceeding our expectatio...
Redeye remains positive towards Avensia following a Q1 report largely matching our forecasts.
Redeye will likely keep its forecasts and Base Case largely unchanged following a stable Q1 report matching our expectations.
Redeye takes a positive stance towards Avensia’s ambitious yet reasonable financial targets.
Redeye remains positive towards Avensia despite a soft Q4 report and reduced forecasts.
Redeye sees a soft Q4 report from Avensia, where high sub-consultant usage and a high share of new customers hurt margins.
Redeye strengthens its positive view of Avensia following a strong Q3, with an EBIT significantly above our expectations.
Redeye strengthens its positive view of Avensia following a Q3 report showing a substantial margin rebound, coming much earlier than we expe...
Redeye retains its positive view of Avensia despite a soft Q2, with sales and EBIT below our expectations.
Redeye retains its positive view of Avensia despite a softer Q2 than expected.
Redeye initiates coverage of Avensia, a premium e-commerce-focused IT consultancy firm, which combines leading e-commerce platforms with its...
Weak Q4 due to a soft end market We lower '23e-'24e EBIT by 56-44% Market to remain sluggish in the coming quarters Q4 sales -2% y-o-y, -10...
Sales +8% y-o-y, but EBIT declined y-o-y ‘22e-’24e EBIT cut by 28-46% on lower utilisation Well-positioned long-term in the e-commerce nic...
Sales 13% y-o-y but 4% below ABGSCe Several new growth initiatives result in EBIT cuts 15x-11x ‘22e-’23e EV/EBIT vs.
Sales up 26% y-o-y, -3% vs. ABGSCe We lift ‘22e adj.
Strong sales beat driven by better-than-expected utilisation While we have previously expected Avensia to gradually return to historical gro...
