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CapMan Growth exits semiconductor equipment company Picosun and starts generating carried interest.
CapMan reported Q1 earnings clearly above our and consensus estimates. Despite current market uncertainty, we still see a good outlook for continued earnings growth. We retain our BUY-rating with a TP of EUR 3.4 (3.2).
CapMan reported a strong Q1 with high fair value changes despite writedowns related to old Russian investments. All active strategies contributed positively to the Q1 development.
CapMan's turnover in Q1 amounted to EUR 14.2m, below our estimates and below consensus (EUR 19.6m/17.2m Evli/cons.). EBIT amounted to EUR 18.9m, clearly above our estimates and consensus estimates (EUR 10.7m/4.1m Evli/cons.).
CapMan reported Q1 EBIT of 18.9m, 244% above Infront consensus. Investment business EBIT was EUR 14.5m (fair value changes EUR +14.7m) in Q1 and came above Nordea estimate of EUR 11.6m.
CapMan reports its Q1 results on April 28th. We expect rather good results but have lowered our profitability estimates due to some expected softness in investment returns and potential write-downs relating to Russia.
CapMan will report its Q1 results on 28 April. We take a more cautious view on fair value changes and note EUR 3.4m of old investments related to Russia, which we believe the company could write down in conjunction with the Q1 report.
CapMan’s Q4 profitability beat expectations to finish an overall solid year. Earnings are set to pick up further in 2022 driven by carried interest and our views on CapMan remain clearly positive.
CapMan's Q4 EBIT of EUR 12.2m came in 8% above Infront consensus and was boosted by fair value changes.
CapMan reported Q4 EBIT of 12.2m, 8% above Infront consensus and 52% above Nordea estimates. Investment business EBIT was EUR 9.6m (fair value changes EUR 10.1m) in Q4 and came above Nordea estimate of EUR 3.1m.