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Carasent ASA

Analyytikko

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Nettovaikuttavuus

Muut analyysit
19.8.
2021

Carasent reported a stable quarter with good customer intake and clear signs of scalability. Given Carasent's cash position, we expect, not unsurprisingly, further M&A in the near term.

Muut analyysit
18.8.
2021

Carasent's net sales were in line with Redeye's estimates, but profitability and customer intake were stronger than expected. Redeye's first impression of Carasent's Q2'21 is positive, and the business shows good progress in almost every corner.

Muut analyysit
23.7.
2021

Yesterday, Vitruvian Partners invested NOK 420m in a private placement, making the private equity firm Carasent’s largest shareholder. We give our view on the news.

Muut analyysit
26.5.
2021

Yesterday, Carasent announced the acquisition of the Swedish company Metodika, as well as a private placement of almost NOK 370m in gross proceeds. Redeye’s comment follows.

Muut analyysit
20.5.
2021

Redeye comments on the news that the Stockholm regional council has decided to pursue a modular approach instead of procuring one big system for the whole region.

Muut analyysit
29.4.
2021

Redeye increases the near-term estimates slightly, thanks to the strong customer intake.

Muut analyysit
28.4.
2021

This is a short comment on the Q1 report. We will be back with a longer research note later.

Tiedotteet
30.3.
2021

Redeye increases its estimates and fair value range for Carasent. We argue that the acquisition of Avans Soma was strategically and financially sound, and we expect an accelerated Norwegian expansion, with a Webdoc launch in the neighboring country by H2’21 or early 2022. Carasent merits a premium, as it has >90% recurring revenues in a non-cyclical and steadily growing market, coupled with net retention numbers of 115-120%.

Muut analyysit
30.3.
2021

Tiedotteet
16.10.
2020

Redeye initiates coverage of Carasent, the Norwegian holding company of the electronic medical record (EMR) developer Evimeria. This emerging compounder offers an attractive growth play on healthcare digitization with notable protection from its strong moats. Near-term catalysts include expansion to neighboring countries.

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Carasent ASA