Copyright © 2021. Inderes Oyj. All rights reserved.

Cdon AB

Analyytikko

Sisäpiirin kaupat

Nettovaikuttavuus

Muut analyysit
22.10.
2021

Quality over quantity was the message from CDON’s Q3 report, where 3P GMV grew by 15%, despite lower site traffic y/y. Redeye also comments on the appointment of Peter Kjellberg as the new CEO.

Muut analyysit
20.10.
2021

CDON will report its Q3’21 tomorrow, October 21 (at CET 13:00), and Redeye expects a quarter with mid-single-digit 3P GMV growth and a continuation of the 1P phase-out, albeit a bit slower than in H1'21 percentage-wise.

Muut analyysit
1.9.
2021

Redeye comments on the directed issue yesterday evening of 440,000 shares to both Swedish and international institutions at a price of SEK 455 per share.

Muut analyysit
15.7.
2021

CDON’s Q2’21 report was a mixed bag, where the 3P GMV grew by low single digits, and the effective take rate declined. On the other hand, there were also bright spots, such as improving conversion rates and increased basket sizes.

Muut analyysit
13.7.
2021

Redeye lowers the expected GMV in Q2’21, as we have seen indications of more muted site traffic.

Muut analyysit
6.7.
2021

Redeye's initial response is positive to the Shopit investment. Shopit has one of the most extensive and detailed product taxonomies available, and its services are expected to improve the customer experience.

Muut analyysit
12.5.
2021

Redeye comments on the news that Kristoffer Väliharju will retire as CEO of CDON.

Muut analyysit
22.4.
2021

CDON’s Q1’21 showed no big surprises. The number of customer visits was down a bit y/y, while the merchant intake showed strength (+200 in Q1’21). We have altered our near-term estimates slightly, but the investment case is unchanged.

Muut analyysit
18.3.
2021

Tiedotteet
18.3.
2021

Redeye initiates coverage of CDON, a high-margin and capital-light online marketplace with 2.3 million active customers and 1,500 connected merchants. While the recent rally has driven valuation to unsupported levels and the company now faces a formidable competitor in Amazon, we see long-term value in its exciting marketplace transformation and strengthening network effects.

Read more and download the Research Update.

Cdon AB