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Suominen
2151 sijoittajaa seuraa tätä yhtiötä
OSTO 2.36 ALIN 2.36 VAIHTO (KPL) 5 171
MYYNTI 2.40 YLIN 2.40 VAIHTO (VAL) 0,012 Milj. EUR

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Viimeisimmät raportit

Laaja raportti

Analyytikko

Antti Viljakainen
+358 44 591 2216

Yhtiön vuosikertomukset

Viimeisin video

Sisäpiirin kaupat

Tyyppi: company_report
30.1.
2020

Suominen’s Q4-figures were weaker than what we were expecting through all P&L lines and we, once again, cut our expectations regarding the slope of the profitability turnaround. Suominen’s earnings-based valuation is still quite high on short-term basis and we do not consider the next 12 months risk adjusted TSR to be sufficient taking turnover related risks into account.

Tyyppi: company_report
23.10.
2019

Suominen’s Q3-figures were weaker than what we were expecting through all P&L lines. Tame report once again decreased our expectations regarding the slope of the profitability turnaround. In the short-term Suominen’s multiples-based valuation is high taking related turnover risks into account.

Tyyppi: company_report
8.8.
2019

Suominen’s Q2-figures were comprehensively weaker than we were expecting and the tame report did not increase our expectations regarding the slope of the profitability turnover. The company’s earnings-based valuation is high on the short term and we do not see the next 12 months expected TSR to be a sufficient taking turnover related risks into account. Therefore, we continue to wait for lower risks and/or wider margins of safety with Suominen.

Tyyppi: company_report
24.4.
2019

Suominen’s Q1-result exceeded slightly our expectations. The report also proved that Suominen is back on track with its profitability turnaround. However, we are not expecting the turnaround to be rapid nor steep.  In our opinion, the valuation has been stretched enough after recent stock market rally (YTD +27 %). Thus we do not see the next 12 month’s expected return to be attractive enough when taking into account the risks related to the turnaround.

Tyyppi: company_report
1.2.
2019

Suominen’s Q4-report was a bit weaker than what we were expecting but development of revenue (i.e. pricing) was favorable and stabilized increase of raw material prices have raised our confidence that Suominen’s profitability turnaround will reach its track during the year of 2019. Therefore we believe that the worst is already behind from margins perspective. The level of uncertainty that is related to profitability turnover is still high and we want to see clear signs of positive development before we are comfortable enough to lean on Suominen’s long-term potential.

Tyyppi: company_report
26.10.
2018

Suominen’s Q3-report appeared once again as a disappointment to us due to very weak margin performance.  We argue that volume and balance sheet based valuation should give some support for the share at this stage but there is no reason to buy the share before the profitability will be on the right path.

Tyyppi: company_report
14.9.
2018

Suominen’s short term risk/reward has become clearly unsatisfactory in our opinion after the company's recent profit warning.

Tyyppi: company_report
5.8.
2018

Suominen’s Q2-report appeared as a disappointment to us due to weak margin performance. In addition, the company changes its CEO. We adjust Suominen’s target price 3.30 EUR (prev. 3.50 EUR) and retain recommendation at reduce. We urge investors to keep on waiting for a better risk/reward before purchasing the stock.

Tyyppi: company_report
4.7.
2018

We retain our 3.50 euro target price and reduce recommendation for Suominen. We estimate that Suominen’s earnings will recover from difficult years of 2016 and 2017, where critical elements are pricing, product mix transformation, and production ramp-up in Bethune. However, we consider short term valuation too high given major uncertainty over the speed of profit recovery in challenging trading conditions. Medium term potential remains but we are not willing to stretch short term valuation at this point.

Tyyppi: company_report
27.4.
2018

Suominen’s Q1-report was a clear disappointment to us due to severe margin pressure driven by raw-materials. We urge investors to keep on waiting for a better risk/reward as Suominen’s valuation and risks are too high in the short term.

Suominen

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Suominen lyhyesti

Suominen valmistaa kuitukankaita rullatavarana pyyhintä- ja hygieniatuotteisiin sekä terveydenhuollon sovelluksiin. Suomisen kuitukankaista valmistetut lopputuotteet – esimerkiksi kosteuspyyhkeet, terveyssiteet ja haavataitokset - luovat lisäarvoa kuluttajien arkeen eri puolilla maailmaa. Suominen on pyyhintään tarkoitettujen kuitukankaiden globaali markkinajohtaja.

 

Yhtiö työllistää noin 600 työntekijää Euroopassa sekä Pohjois- ja Etelä-Amerikassa. Suomisen osake (SUY1V) noteerataan NASDAQ OMX:n Helsingin pörssissä

 

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