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
  createdAt
  changedAt
  isPremium
  authors {
    __typename
    name
    pageUrl
    id
  }
  companies {
    name
    pageUrl
    id
  }
  tags {
    name
    id
  }
  ... on Video {
    liveTime
    videoUrl
    videoEmbedUrl(location: "inderes")
  }
  ... on Webcast {
    liveTime
    videoUrl
    videoEmbedUrl(location: "inderes")
  }
}

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
      researchContentUrl
      researchContent {
        title
        lang
        pdfUrl
        relatedContent {
          __typename
          ...PublishingDetails
          ...Reactions
          id
        }
        content {
          title
          lang
          slug
          htmlBody
          publishedAt
          createdAt
          changedAt
          isOutdated
          isPremium
        }
      }
    }
    ... 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
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
        }
      }
      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
    }
  }
}


byggmastaren-strong-q4-fuels-optimism-abg

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

changedAt

Byggmästare Anders J Ahlström Holding is an investment company with the goal of creating long-term value for shareholders as well as for society and other stakeholders. The company focuses on small and medium-sized companies, listed as well as unlisted. The operations are primarily concentrated in Sweden and the rest of the Nordic region. The company was founded in 1898 and has its headquarters in Stockholm.

Byggmästaren’s CEO Tomas is coming to a ROAST next Thursday! For Finns, the company may feel more familiar if I mention that Kari Stadigh is the 2nd largest and Georg Ehrnrooth is the 3rd largest owner.                   Inderes              ROAST Byggmästaren 7.5.2026 (Eng.) - Inderes    Aika: 07.05.2026 klo 15.00 Byggmästaren's CEO Tomas Bergström will be joining Verneri Pulkkinen as a guest on ROAST. The live stream kicks off on Thursday, May 7, 2026 at 2:00 PM Swedish time, 3:00 PM Finnish time, and as always, sharp audience...

Christoffer has written a company report on Byggmästaren following Q1  Byggmästaren’s Q1 report showed a slight increase in net asset value (NAV) per share to SEK 67.6 (2% q/q), mainly due to a significant upward revaluation of DP Patterning (“DPP”) following its very strong Q1 results, which more than offset the continued share price pressure on Green Landscaping. The total shareholder return (TSR) was -14% (SIXRX: -1%), leading to the P/NAV discount widening to 22% (Q4’25: 8% / 5-year average: 9%). We consider the NAV development to be resilient in varying market conditions, and the company has 465 MSEK in available liquidity, which provides significant room for maneuver for new investments. Following the report and the Q1 results of the core investments, we have slightly cut our fair value range to SEK 52–76 per share (from SEK 54–77), where we have balanced the significant increase in DPP’s valuation against a more cautious near-term profitability outlook for Green. We still consider the current P/NAV discount excessive, which creates an attractive risk-adjusted upside for the share. We are upgrading our recommendation to Buy (prev. Accumulate) as the discount has widened further, while cutting our target price to SEK 65 (from SEK 66).                   Inderes              Byggmästaren Q1'26: Syvenevä alennus, laajempi mahdollisuus - Inderes    Pidämme Q1:n substanssiarvon kehitystä resilienttinä, kun otetaan huomioon markkinoiden epävakaat olosuhteet, ja näemme nykyisen P/NAV-alennuksen ylimitoitettuna

We at Inderes have initiated coverage on the investment company Byggmästaren. Who is Byggmästaren? Byggmästaren invests in, owns, and develops a number of business groups with the goal of creating long-term value for shareholders as well as for society and other stakeholders. The focus is mainly on investments in Sweden and the rest of the Nordic region, primarily small and medium-sized companies, both listed and unlisted. This is what the portfolio looks like today:  In this initial analysis, analyst @christoffer.jennel writes that we view the second largest holding, Green Landscaping, and the relatively new holding, DP Patterning, as key value drivers with attractive upside at current valuations. We assess that the remaining portfolio holdings, including the largest holding Safe Life, are fairly valued. If you want to read a bit about the three core holdings, you can check out our Instagram post here: https://www.instagram.com/p/DUkY7-SCL0r/?img_index=1 Although Byggmästaren has delivered strong shareholder returns in the long term since its IPO in 2014 (16% annual total return), the last few years have shown weaker performance compared to competitors and relevant benchmark indices, reflecting strategic changes and challenging market conditions in parts of the portfolio. What do you think of Byggmästaren?                   Inderes              Byggmästaren omfattande analys: Beprövad historik möter en attraktiv...    Byggmästaren är ett investmentbolag med fokus på långsiktigt värdeskapande genom aktivt ägande i en koncentrerad portfölj av små och medelstora bolag.

Byggmästare Anders J Ahlström Holding

Q4 NAV beat our estimate... ...driven by valuation increases in private portfolio Fair value increased to SEK 264-405 NAV outperformance in Q4 and 2024 NAVPS reached SEK 307, beating ABGSCe ...

Q4 NAV beat our estimate... ...driven by valuation increases in private portfolio Fair value increased to SEK 264-405 NAV outperformance in Q4 and 2024 NAVPS reached SEK 307, beating ABGSCe by 6% and up 1% q-o-q. Total shareholder return (TSR) was +1% (SIXRX -6%), as the NAV discount remained stable at 11%. The main driver on the upside was the positive revision in Safe Life, while a 13% decline in public holding Green Landscaping weighed. In 2024, both NAV (+11%) and TSR (+31%) outperformed the SIXRX (+9%). Byggmästaren invested SEK 70m in Q4 across Safe Life, DP Patterning, and Ge-Te Media, with the first two already announced. The proposed DPS of SEK 1.70 exceeded our SEK 1.40 estimate, signalling confidence. However, the increase is small in terms of total payout, and we believe Byggmästaren retains ample flexibility.

Byggmästaren: Strong Q4 fuels optimism - ABG

Byggmästaren: Strong Q4 fuels optimism - ABG