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
    }
  }
}


thule-group-ab-publ-appoints-new-chief-financial-officer

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Thule Group is a manufacturing company focused on the development, manufacture and distribution of products for transportation and outdoor activities. The company's products include car towing systems, bicycle carriers and suitcases. The business is global with a primary presence in Europe, North America and Asia. Thule Group was founded in 1942 and is headquartered in Malmö.

Is anyone still following this? My own alerts went off when, from a TA perspective, the price is starting to be at an interesting level. Have Trump’s tariffs caused the stock price to fall?

Korona aikaan tuotteet vietiin lähes käsistä, nyt hinnat nousseet jäätävästi ja esim. halvemman segmentin telineet ja boksit poistuneet valikoimasta. Thule voi olla paha kärsijä taantuman nostaessa päätään.

Alkaa olemaan arvostus houkutteleva. Toisaalta niin on monessa muussakin yhtiössä. Pyörien ja suksien kuljetuksessa ainoa relevantti vaihtoehto. Vähänkään enemmän pyörää kuljettavat eivät muita vaihtoehtoja edes mieti.

Thule Group              Trading update on the impact of the current market situation within the bike...    Trading update on the impact of the current market situation within the bike retail sector                             Thulelta negari. Kurssi treidaa ennen korona tasoa. Samankailtainen tilanne kuin muillakin koronahyötyjillä. Sijoittajan on vaikea arvioida tulevaisuuden tulostasoa. Onko ketään alan asiantuntijaa, tai pyöräilyn harrastajaa foorumilla?

Mielenkiintoinen avaus. Tuotteet ja brändi on hyvät omastakin kokemuksesta, liiketoiminta vakaata, ennustettavaa ja kannattavaa. Oman pääoman tuotto ollut useamman vuoden luokkaa 20%, vapaa kassavirta kasvanut samaa tahtia tuloksen kanssa ja muutenkin pikaisella silmäyksellä vaikuttaa oikein laatuyhtiöltä. Harmi vain, että hinta on vuoden aikana karannut omaan makuuni turhan korkeaksi poikkeuksellisen hyvän kasvuvuoden myötä. Historiassa liikevaihto kasvanut ~8% vuositahtia, ja vastaavan liikevaihto-/tuloskasvun voisi kuvitella jatkuvan tulevaisuudessakin, kun yhtiö itsekin tavoittelee vain >5% vuosikasvua. Osinkotuotto ~2%. Jos olettaa vuosikasvun jatkuvan 8% ja arvostuksen pysyvän samana, olisi sijoittajan vuosituotto 10% PE viime vuoden tuloksella 34,5. Jos 2021 kasvaa 8%, niin PE 2021 32,0. EIkö näihin ole jo ladattu vähän kovemmat kasvuodotukset, vai olenko ihan pihalla järkevästä arvostuksesta? Samaan aikaan Helsingistä saa melkein PE 20 hinnalla vastaavaa oman pääoman tuottoa tekevää Kamuxia, jonka tarkoitus on kasvaa 20% vuodessa.

Hyvä paketti! Itsekkin tutkinut Thulea pidempään holdiin. Thulella pätevä johto ja luvut kohdillaan. Onkohan suunnitelmissa laajentaa muillekkin mantereille?

Thule Group AB is a Swedish company that manufactures outdoor equipment and related solutions. Examples of Thule’s products include roof racks for cars. Roof racks include, for example, ski boxes and bike racks.  History: Thule Group was founded by the Thulin family in 1942. The business idea originated from a fishing product founded by Erik Thulin, which he named Thule. Thulin started selling this product to fishermen in Scandinavia, thus kicking off the business. Thule only shifted to selling car-related equipment in the 1960s, which has become the main driver of Thule’s business. Thule was listed on the stock exchange in 2014.  Financial Figures: Here are a few good slides from Thule’s Q4/2020 report:   Thule’s business consists mainly of four parts:   So, sports and cargo transport, RV products (recreational vehicle), child carriers (e.g., for bikes), and finally various luggage, backpacks, etc. As the image shows, the corona pandemic has had its impact on Thule’s business. The luggage segment has taken a hit as travel has been heavily restricted. The following comment was found regarding the RV segment:   RV has performed excellently in America, where growth has been 73%.  The “Active with kids” segment also performed well with 37% growth. Finally, “Sports and Cargo carriers,” i.e., racks for bikes, among others, had yielded good results, driven by the cycling trend.   The effects of the corona pandemic were mentioned in Thule’s presentation:    Thule’s own financial targets:    5 largest owners:   Analyst coverage: Analyst coverage for Thule is available from at least the following banks: SEB, Nordea, Handelsbanken, Danske Bank, and Pareto Securities.  My own view: Thule appears to be a safe long-term investment if outdoor trends continue to gain popularity. Growth for Thule in America has been good, which could prove to be an excellent growth driver. In America, trends related to a healthy lifestyle have become more common recently. (cf. Harvia’s saunas)  Thule’s business could be driven by, for example, trends in healthy and active lifestyles.  Share price:  3y   YTD    If you have any information to share about Thule, please do! I cannot fit all information into this presentation, so sharing knowledge is welcome

Thule Group

Toby Lawton has been appointed Chief Financial Officer, CFO, and member of Group Management in Thule Group, based out of the Group Headquarters in Malmö, Sweden.Toby Lawton brings almost three...

<div class="mfn-preamble"><p><strong>Toby Lawton has been appointed Chief Financial Officer, CFO, and member of Group Management in Thule Group, based out of the Group Headquarters in Malmö, Sweden.</strong></p></div><div class="mfn-body"><p>Toby Lawton brings almost three decades of relevant international finance experience, including as CFO of three publicly listed international companies in Sweden and Hong Kong. Following graduation from Oxford University, Toby spent over 25 years with SCA (including now separately listed Essity) in several roles including CFO of Asia Pacific, Vice President of M&amp;A, and CFO of SCA. He has also been CFO of Vinda International, based in Hong Kong, and is currently CFO of Swedish company Renewcell.<br><br>“I am happy to welcome a proven international finance executive of Toby’s caliber to <br>Thule Group”, says Mattias Ankarberg, incoming CEO and President of Thule Group. “His extensive experience is a strong addition to the management team, and his leadership style and passion for an active life is also a good fit with the Thule culture.”</p><p>Toby Lawton will assume his position latest in January 2024.</p></div><div class="mfn-footer mfn-contacts mfn-6580929907e9"><hr><p><strong class="mfn-heading-1">Contacts</strong><br>Fredrik Erlandsson SVP Communications and Investor Relations  <br>Tel: +46 70 309 00 21  <br>E-mail: <a rel="noopener" href="mailto:fredrik.erlandsson@thule.com">fredrik.erlandsson@thule.com</a></p></div><div class="mfn-footer mfn-about mfn-3d8b2fc4095a"><hr><p><strong class="mfn-heading-1">About Thule Group</strong><br>Thule Group is a global sports and outdoor company. We offer high-quality products with smart features and a sustainable design that make it easy for people across the globe to live an active life. Under the motto <em>Active Life, Simplified</em> — and with a focus on consumer-driven innovation and long-term sustainability — we develop, manufacture and market products within the product categories <strong>Sport&amp;Cargo Carriers</strong> (roof racks, roof boxes and carriers for transporting cycling, water and winter sports equipment, and rooftop tents mounted on a car), <strong>Juvenile &amp; Pet Products </strong>(strollers, bike trailers and child bike seats), <strong>RV Products</strong> (awnings, bike carriers and tents for RVs and caravans) and <strong>Packs, Bags &amp; Luggage</strong> <br>(hiking backpacks, luggage and camera bags).<br>&nbsp;<br>Thule Group has about 2,600 employees at nine production facilities and 35 sales offices worldwide. The Group’s products are sold in 138 markets and in 2022, sales amounted to SEK 10.1 billion.<br>www.thulegroup.com</p></div><div class="mfn-footer mfn-attachment mfn-attachment-image"><hr><p><strong class="mfn-heading-1">Image Attachments</strong><br><a rel="noopener" href="https://storage.mfn.se/9f046c31-cbbd-4717-8c9e-236b1970d632/toby-lawton.jpeg">Toby Lawton</a></p></div><div class="mfn-footer mfn-attachment mfn-attachment-general"><hr><p><strong class="mfn-heading-1">Attachments</strong><br><a rel="noopener" href="https://storage.mfn.se/824ed7df-c9f2-4da5-8837-9683321efd10/thule-group-ab-publ-appoints-new-chief-financial-officer.pdf" class="mfn-generated mfn-primary">Thule Group AB (publ) appoints new Chief Financial Officer</a></p></div>