Analyser av Ependion

Ependion: Weak top-line but resilient margins - Redeye

Redeye remains confident on the case despite some near-term uncertainty as the market climate continues to be muted.

Ependion Q3 2024: Mixed bag - Redeye

Redeye is a bit surprised by the major drop in Ependion’s Q3 top-line numbers.

Ependion: A balancing act - Redeye

Redeye updates its estimates for Ependion following the Q2 2024 report, which showed stronger sales but lower profitability.

Redeye • 17 Jul 08:21

Ependion: Creating growth through focus - Redeye

Redeye updates its estimates of Ependion and discusses both the most recent report and Beijer Electronics’ strategic review in depth.

Redeye • 29 May 08:47

Ependion: Sekventiellt högre orderingång - Penser Access by Carnegie

Osäkerheten består i det korta, men de strukturella drivkrafterna består Även om affären fortsatte påverkas av den osäkra konjunkturen och d...

Penser • 25 Apr 10:10

Ependion Q1 2024: Report in line on sales and EBIT, near-term macroeconomic uncertainty remains - Redeye

Redeye comments on Ependion's Q1 2024 report, which came in very close to our estimates, on both sales and EBIT.

Redeye • 25 Apr 09:15

Ependion: Softer Q4, but structural growth remains in the medium to long-term - Redeye

Redeye updates its estimates after Ependion’s Q4 2023 report, which was slightly weaker than our estimates on the sales side, which then car...

Redeye • 26 Jan 15:43

Ependion: Den svaga efterfrågan är tillfällig - Penser Access by Carnegie

Svagare marknad ger avtryck i orderingången… Även om kundaktiviteten är fortsatt intensiv och den underliggande efterfrågan god ledde osäker...

Penser • 26 Jan 10:06

Ependion: Overall solid year but a somewhat weaker Q4 - Redeye

Redeye comments on Ependion's Q4 2023 report, which came in slightly below on the sales level and, as a consequence, lower on the EBIT level...

Redeye • 26 Jan 09:42

Ependion: Stable quarter, albeit the mixed picture remains - Redeye

Redeye updates its estimates after Ependion’s Q3 2023 report, which came in close to our forecasts, not least on the sales side.

Redeye • 25 Oct 2023 12:06

Ependion Q3’23: Strong sales and record earnings – but a mixed picture remains - Redeye

Redeye gives a short comment on Ependion’s Q3 2023 report, which came in close to our forecasts, not least on the sales side.

Redeye • 25 Oct 2023 08:45

Deep dive in Ependion - Penser

Equity analyst Markus Almerud makes a deep dive in electricity infrastructure, which is one of the main growth areas for Ependion.

Penser • 05 Oct 2023 07:35

Ependion: Welcomed Merlin magic - Redeye

Redeye comments on Ependion’s energy contract, confirming our positive stance on the segment, not least due to the contract’s size.

Redeye • 12 Sep 2023 10:11

Ependion: Overall strong, but a few worrying clouds in the near-term too - Redeye

Redeye updates its estimates and fair value range after Ependion’s Q2 2023 report, which came in close to our forecasts.

Redeye • 24 Jul 2023 11:06

Ependion: Nytt rekord för orderingång, omsättning och EBIT - Penser

Orderingången nådde nytt rekord.. Drivet av Westermo och delvis beroende på en engångsorder på 100 mkr nådde orderingången nytt rekord i Q2...

Penser • 17 Jul 2023 11:13

Ependion Q2 2023: Continued strong numbers, but a mixed picture demand-wise - Redeye

Redeye gives a short comment on Ependion's Q2 2023, which came in exactly in line on EBIT, and closely in line on sales.

Redeye • 17 Jul 2023 07:21

Beijer Group: Operating leverage in action - Redeye

Redeye updates its estimates following Beijer Group’s Q1 2023 report, which was stronger than anticipated.

Redeye • 28 Apr 2023 12:31

Beijer Electronics Group: Marginalerna slog nytt rekord - Penser

Orderingången över 600 mkr för femte kvartalet i rad Kvartalet präglades av en hög nivå av marknadsaktivitet.

Penser • 28 Apr 2023 11:18

Beijer Group Q1’23: Good sales conversion and excellent margin improvement - Redeye

Beijer Group reported a strong Q1 2023, which saw sales jump above the SEK600m mark.

Redeye • 26 Apr 2023 14:59

Beijer Group: Acquiring the software company Smart HMI - Redeye

Redeye comments on Beijer Group's acquisition of Smart HMI GmbH, a small German company specializing in web technology-based visualization s...

Redeye • 04 Apr 2023 09:22

Beijer Group: Forming a new base - Redeye

Redeye updates its estimates following Beijer Group’s Q4 2022 report.

Redeye • 26 Jan 2023 13:06

Beijer Electronics Group: Räknar med fortsatt marginalexpansion - Penser

Efterfrågan är gynnsam på samtliga marknader utom Kina Den organiska tillväxten i orderingången var negativ (minus 4-6%) för första gången s...

Penser • 26 Jan 2023 11:12

Beijer Group Q4: Ending on a high note - Redeye

Beijer Group reported an order intake of about SEK603m and sales of close to SEK589m, translating into a growth rate of 26% y/y.

Redeye • 26 Jan 2023 07:59

Beijer Group: Nya finansiella mål - Penser

Högre och tydligare mål Inför kapitalmarknadsdagen 7 december har Beijer Group satt nya koncernmål.

Penser • 28 Nov 2022 23:18

Beijer Group: Financial targets - Redeye

Redeye gives a short comment on today’s news of financial targets for the group.

Redeye • 24 Nov 2022 13:59

Beijer Group: Two Are Better Than One (…and a Half) - Redeye

Beijer Group continued its impressive run with yet another all-time high in Q3'22, beating Redeye’s net sales and EBIT estimates.

Redeye • 15 Nov 2022 08:21

Beijer Group: Hävstången är här - Penser

Fortsatt stark och bred efterfrågan Med 16% organisk tillväxt var orderingången över 600 mkr för tredje kvartalet i rad och en ny nivå verka...

Penser • 27 Oct 2022 11:27

Beijer Group Q3: Stronger Profitability Than Expected - Redeye

Redeye comments on Beijer Group’s Q3 report, which continued to show strength.

Redeye • 26 Oct 2022 09:39

Beijer Group: New Financing - Redeye

Redeye looks favorably on Beijer Group’s press release about a new financing agreement, giving the company the financial muscles to pursue a...

Redeye • 25 Oct 2022 11:20

Beijer Group: Beijer Electronics Stealing the Show - Redeye

Redeye updates its estimates following Beijer Group’s Q2 2022 report, which beat our sales and EBIT estimates.

Redeye • 25 Jul 2022 21:21

Beijer Group: Fortsatt gott momentum - Penser

Orderingången accelererade och den nådde en ny nivå - igen.

Penser • 15 Jul 2022 12:37

Beijer Group: Breakout quarter for the Beijer Electronics unit - Redeye

Redeye comments on Beijer Group's Q2 2022, which showed all-time highs in order intake, sales, and EBIT for a single quarter.

Redeye • 15 Jul 2022 08:48

Beijer Group: Mind the Gap - Redeye

Redeye updates its estimates for Beijer Group following a review of its Q1 2022.

Redeye • 31 May 2022 11:18

Beijer Electronics Group: Imponerande orderingång - Penser

Orderingång accelererade till en ny nivå - igen... Med bred, fortsatt återhämtning i efterfrågan växte orderingången med ca 50% organiskt oc...

Penser • 29 Apr 2022 11:10

Beijer Group: Solid Demand Side - Redeye

Redeye comments on Beijer Group's Q1 report, which showed a strong order intake and solid growth y/y.

Redeye • 27 Apr 2022 15:24

Beijer Electronics Group: Orderboken kommer fortsätta driva försäljningen - Penser

Orderingång är exceptionellt stark... Efterfrågan för Beijer Groups produkter fortsätter vara exceptionellt stark.

Penser • 28 Mar 2022 11:38

Beijer Electronics: Ytterligare marginalexpansion att vänta - Penser

Orderingång på över 500 mkr andra kvartalet i rad..

Penser • 27 Oct 2021 11:04

Penser höjer marginalantagandena i Beijer Electronics

Upplagd för smash även om komponenterna ger kortsiktig osäkerhet Beijer går in i hösten med sin högsta orderbok någonsin samtidigt som kompo...

Penser • 23 Sep 2021 11:51

Beijer Electronics: Westermo Wins Another Large Contract - Redeye

Redeye comments on the recent news of a new multi-million-euro contract.

Redeye • 25 Aug 2021 11:30

Beijer Electronics: Do Not Miss the Forest for the Trees - Redeye

Beijer Group posted a record order intake in Q2’21 of more than half a billion SEK.

Redeye • 19 Aug 2021 11:46

Beijer Electronics: Högsta orderingången någonsin - Redeye

Högsta orderingången någonsin... Med bred återhämtning i efterfrågan växte orderingången med mer än 50% och kom in på den högsta nivån någon...

Penser • 16 Jul 2021 17:15

Beijer Group: Exceptional Order Intake in Q2 - Redeye

Beijer Group's sales came in slightly below our estimates, while the order intake was exceptionally strong, up 60% y/y currency adjusted.

Redeye • 15 Jul 2021 09:00

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