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
    id
  }
  tags {
    name
    id
  }
  ... 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
      researchContentUrl
    }
    ... 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
    }
  }
}


suominen-volumes-drive-initial-recovery-evli

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

changedAt

Suominen is a manufacturing company. The company manufactures and develops a wide range of wipes, hygiene products and medical applications. The manufacturing is based on non-woven fabrics that can be used for various purposes. Customers are found in several industries, with the largest operations in Europe and North America. The company has its headquarters in Helsinki.

Rauli has published a new company report on Suominen following the Q1 results  Suominen’s Q1 results were weak. The company reiterated its guidance for a full-year earnings improvement, but our forecast fell to last year’s level. We still expect an equity-based financing solution from the company this year to support the weak balance sheet.                   Inderes              Suominen Q1'26: Heikko Q1, volyymikasvua mutta kulupainetta Q2:lle - Inderes    Yhtiö toisti ohjeistuksensa koko vuoden tulosparannuksesta, mutta ennusteemme laski viime vuoden tasoon.

Rauli discussed with Suominen’s CEO Charles Héaulmé regarding the Q1 report    Topics: 00:00 Introduction  00:14 Background of the revenue decline  03:00 US production & volumes  04:45 Winning back lost customers  06:16 Impact of sales mix on results  07:44 Impact of the Middle East crisis  14:00 Balance sheet remains tight  15:24 Guidance  18:06 Improving profitability

As has unfortunately become familiar with Suominen, the results were weak. However, the guidance for a better full-year adjusted EBITDA was reiterated, and based on the report, they are taking the significant rise in raw material prices quite calmly. We will look into the outlook in more detail during the interview.     Forecast table  Q1’25 Q1’26 Q1’26e Q1’26e Difference (%) 2026e     MEUR / EUR  Comparison Actual Inderes Consensus Act. vs. Inderes Inderes   Revenue  118 96 101 103 -5 % 421   EBITDA (adj.)  4.0 2.2 3.1 3.3 -30 % 15.6   EBITDA  4.0 -0.3 3.1 - -110 % 10.6   Operating profit (adj.)  -0.3 -1.9 -1.3 -0.8 -51 % -2.8   EPS (reported)  -0.04 -0.10 -0.04 -0.04 -156 % -0.20             Revenue growth %  3.4 % -18.6 % -14.3 % -12.3 % -4.3 %-pts 2.1 %   Operating profit % (adj.)  -0.3 %  -1.2 % -0.8 % 1.2 %-pts -0.7 %   Source: Inderes & Vara Research, 3 analysts (consensus)

Rauli “No play” Juva has provided his pre-result comments as Suominen reports its Q1 results on Thursday, May 7th.  We expect the company’s Q1 results to fall below the prior-year level due to delivery difficulties in the US that already weighed on Q4. On the other hand, we estimate that rising prices for energy and oil-based raw materials will weigh on profitability in the coming quarters. However, we believe the company will reiterate its full-year guidance. In the report, our interest is particularly focused on the ability to pass through costs to sales prices, the progress of the efficiency program, as well as the company’s balance sheet situation and financing plans.                   Inderes – 4 May 26              Suominen Q1'26 -ennakko: Haasteet eivät helpota - Inderes    Yhdysvaltain toimitusvaikeudet painavat ennusteissamme Q1-liikevaihdon ja tuloksen vertailukautta alemmas.

Suominen’s results are due on Thursday, and as per tradition, there will also be a CEO interview. Feel free to suggest questions; the impact of rising oil-based raw material prices is likely at the top of the list…

Rauli has written a new company report on Suominen  We believe that the increase in the price of oil-based raw materials will hit Suominen’s results in the coming quarters and keep the earnings level weak. Due to an already weak balance sheet and deteriorating forecasts, we believe the company will acquire equity financing this year. In this report, we added a hybrid bond to our forecasts. Due to lower forecasts, we lower our target price to 1.1 euros (previously 1.3e), but due to the sharp decline in the share price, we raise our recommendation to reduce (previously sell).                   Inderes              Suominen: Kustannusten nousu kumuloi huolia - Inderes    Öljypohjaisten raaka-aineiden hintojen nousu aiheutti ennusteisiimme laskua.

Rauli has published a new company report on Suominen following Q4  Suominen’s Q4 figures were clearly weaker than our forecasts. In line with our expectations, the company announced a new multi-year and extensive efficiency program that supports our forecasted earnings growth for the coming years. However, in our view, the stock’s valuation is already pricing in a level of earnings better than our forecasts for the next few years. We estimate that, in addition to this, the company may need equity financing to implement the efficiency program and support the balance sheet. We are lowering the target price to EUR 1.3 (prev. EUR 1.6) due to the weakened forecasts and updating our recommendation to Sell (prev. Reduce).                   Inderes              Suominen Q4'25: Tase voi vaatia korjausta tänä vuonna - Inderes    Suomisen Q4-luvut olivat selvästi ennusteitamme heikommat.

Suominen

Suominen’s operating environment remains quite challenging, but sales volumes and mix should be increasing from here on.