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Aspo

Viimeisimmät raportit

Laaja raportti

Analyytikko

Olli Vilppo

Olli Vilppo

Analyytikko

Lisätiedot
Sauli Vilén

Sauli Vilén

COO, analyytikko

Lisätiedot

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Nettovaikuttavuus

Muut analyysit
2.12.
2021

Aspo held its CMD, where the key message was that focus is more towards add-on M&A as opposed to exits (except for the sale of Kauko and Leipurin’s Vulganus machines).EBIT margin target raised to 8% from the previous 6%Aspo’s EBIT has gained a lo

Muut analyysit
2.12.
2021

At its CMD event on 1 December, Aspo kept its 2021 EBIT guidance unchanged but upgraded its long-term EBIT margin guidance to 8% (6% previously). A sales growth target, which has been missing from guidance, was also introduced at 5-10%.

Muut analyysit
1.12.
2021

Aspo holds a CMD event today. Its new long-term operating profit target is 8% (previously 6%).The company’s ROE target (>20%) and gearing target (<130%) were unchanged.

Muut analyysit
28.10.
2021

Aspo’s Q3 EBIT was EUR 12.8m without the one-offs. Valuation is still not very high as we see scope for well above EUR 40m EBIT next year, but we consider multiples neutral. Our TP is EUR 14.0 (12.5), rating HOLD (BUY).

Muut analyysit
28.10.
2021

Aspo's updated clean EBIT guidance is not challenging – the company should easily reach the upper end (EUR 39m) of the new range. We expect a good performance thanks to the strong shipping market.

Muut analyysit
27.10.
2021

Net sales was 4% above consensus in Q3. Operating profit, without EUR 3.4m goodwill write down, was even 25% above market (Infront) consensus in Q3. A good result was related to ESL Shipping and Telko segments.

Muut analyysit
27.10.
2021

Aspo’s headline EUR 7.6m Q3 EBIT didn’t meet estimates, but the figure includes a EUR 3.4m Kauko impairment loss. Both ESL and Telko recorded new profitability highs.

Muut analyysit
25.10.
2021

The market environment has been favourable for Aspo and the outlook for H2 2021 is strong. Aspo will publish its third quarter 2021 results on Wednesday, 27 October at 9:30 a.m. (EET).

Muut analyysit
12.8.
2021

Aspo’s Q2 group-level EBIT was known before the report. We make minor upward revisions to our estimates, and we see Aspo on a firm track towards full profitability potential.

Muut analyysit
12.8.
2021

Q2 operating profit and full-year guidance were already pre-announced, eliminating any major excitement from the earnings report on 11 August, but the market environment has been favourable for Aspo and the outlook for H2 2021 is strong.

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