contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment CompanyTagList on Company {
  pageUrl
  name
  viewerIsFollowing
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    ...CompanyTagList
    id
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      defaultInstrument {
        isin
        id
      }
      id
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    id
    name
    viewerIsFollowing
    defaultInstrument {
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


bjorn-borg-q324-maintaining-a-good-pace-despite-challenging-conditions

__typename

title

isPremium

lang

htmlBody

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Analyytikko

Lucas Mattsson

Björn Borg operates in the fashion industry and focuses on the design, manufacture and distribution of sportswear and underwear. The company's products are aimed at private individuals looking for comfortable and stylish clothing. The business is global with a main presence in the Nordic region and Europe. Björn Borg was founded in 1984 and is headquartered in Solna.

@lucas.mattsson on tehnyt tuoreen yhtiöraportin Björn Borgista.  Björn Borg delivered a solid Q1 report, broadly in line with our expectations. As a result, we are maintaining our estimates largely unchanged. However, despite the good Q1 performance, the share price has risen nearly 20% since our last update. At current valuation levels, we view the risk/reward profile as less attractive. Consequently, we turn to a Reduce recommendation (prev. Accumulate) but maintain our target price of SEK 55 per share.                   Inderes              Björn Borg Q1'25: Solid quarter, but the valuation has run ahead - Inderes    Björn Borg delivered a solid Q1 report, broadly in line with our expectations. As a result, we are maintaining our estimates largely unchanged. However, despite the good Q1 performance, the share price has risen nearly 20% since our last update. At...

Kalsarimies @lucas.mattsson :lta löytyy edelleen luottoa miesten haluun käyttää alushousuja, no joo, taitaa siellä vähän muutakin olla tarjolla  : Björn Borg: Riski/tuotto-suhde näyttää houkuttelevalta epävarmuuksista huolimatta - Inderes

Itse olen seurantalinjalla tämän putiikin kanssa. Kalsareita menee kaupan sellaisella kilohinnalla, että ei ihme, että oman pääoman tuotto on yli 20% lukemissa. Tämän kyytiin hyppäämistä estää itsellä se, että Marimekko vaikuttaa ainakin lukujen valossa laadukkaammalta firmalta

@lucas.mattsson on tehnyt uuden rapsan Björn Borgista.  We have lowered our estimates in response to expectations of slower economic growth and weaker consumer confidence. Despite these downward revisions the current valuation offers an attractive risk/reward profile, as the share price has fallen by around -17% and the expected return exceeds our required return. Consequently, we raise our recommendation to Accumulate (prev. Reduce) but lower our target price to SEK 55 per share (prev. SEK 62), mainly due to lower estimates.                   Inderes              Björn Borg: Risk/reward looks attractive despite uncertainties - Inderes    We have lowered our estimates in response to expectations of slower economic growth and weaker consumer confidence. Despite these downward revisions the current valuation offers an attractive risk/reward profile, as the share price has fallen by...

Linkin takaa on hyvin tiiviis analyysi kalsareista.  Björn Borg (“Björn Borg”, “the Company” or “the Group”) is a well-established and renowned company with a rich history spanning decades, earning the place as a favored brand among a broad consumer base. Nevertheless, the predominant association of Björn Borg with underwear presents a compelling challenge: to transition consumer perception from an underwear brand to a sports fashion brand. This strategic shift, central to the Company’s vision since 2014, has already yielded noteworthy progress, as amplified marketing investments and a strengthened brand have driven strong growth in Sports Apparel and Footwear. Analyst Group estimates an attractive growth trajectory on the horizon, supporting a gradual improvement in margins. The forecasted EBIT for 2025 stands at SEK 124m (131), and by applying a forward EV/EBIT multiple of 12.0x (12.0), this presents a potential value of SEK 58.4 (61.3) per share in a Base scenario.                   Inderes              Björn Borg: From Head to Toe: Sports Apparel and Footwear Fuel Growth -...    Björn Borg (“Björn Borg”, “the Company” or “the Group”) is a well-established and renowned company with a rich history spanning decades, earning the place as a favored brand among a broad consumer...

@lucas.mattsson on tehnyt uuden analyysin Björn Borgista.  Björn Borg delivered weak Q4 earnings due to a lower gross margin and higher operating expenses, which more than offset the benefits of strong revenue growth. The company’s earnings multiples for this year are at the upper end of our acceptable valuation range, with a P/E ratio of approximately 18x and an EV/EBIT of ~14x. At current valuations, we would like to see clearer evidence that the company can successfully expand its footwear category while maintaining solid profitability. Based on our updated estimates, we believe the stock is relatively fairly valued. As a result, we lower our recommendation to Reduce (prev. Accumulate) and adjust our target price to SEK 62 per share, primarily due to revised estimates.                   Inderes              Björn Borg Q4'24: Growth accelerates, but not without trade-offs - Inderes    Björn Borg delivered weak Q4 earnings due to a lower gross margin and higher operating expenses, which more than offset the benefits of strong revenue growth. The company’s earnings multiples for this year are at the upper end of our acceptable...

Björn Borgista keskustelua ruotsiksi, tuohon saa onneksi siedettävän tekstityksen muullakin kielellä, jos ruotsia ei taida.  Björn Borgin Henrik Bunge oli @lucas.mattsson:in haastateltavana.  Björn Borg publicerade idag sin Q4-rapport, som visar stark tillväxt men ett minskat rörelseresultat. Head Coach Henrik Bunge intervjuas av analytiker Lucas Mattsson, där de diskuterar helåret 2024, fokus på tillväxt eller lönsamhet, hur mår konsumenterna och dessutom lyfts vad investerare bör hålla ögonen på under 2025.               Aiheet: 00:00 Intro 00:57 Konsumenten 2024 02:19 Tillväxt i Q4 03:52 Rörelsemarginalen 04:54 Sko-segmentet 07:08 Finansiella målen 08:27 Tillväxt kontra lönsamhet 09:17 2025  EDIT: Inderes Nordic -kanavalla on paljon myös englanninkielisiä videoita, kohta kanavalle tuleekin 1 500 tilaajaa täyteen  https://www.youtube.com/@inderesnordic

Björn Borg

The operating environment continues to be challenging due to low consumer purchasing power and confidence. In addition, Björn Borg has, during the past year, struggled with internal challenges in integrating the footwear distribution from the previous partner that went bankrupt early this year. Despite these factors, we believe that Björn Borg delivered a stable third quarter, although it was somewhat below our expectations in terms of sales. The valuation of P/E 17x and EV/EBIT 13x for 2025 looks quite attractive and a combination of dividends and earnings growth should give around 10% total shareholder return. 

<p>The operating environment continues to be challenging due to low consumer purchasing power and confidence. In addition, Bj&#xf6;rn Borg has, during the past year, struggled with internal challenges in integrating the footwear distribution from the previous partner that went bankrupt early this year. Despite these factors, we believe that Bj&#xf6;rn Borg delivered a stable third quarter, although it was somewhat below our expectations in terms of sales. The valuation of P/E 17x and EV/EBIT 13x for 2025 looks quite attractive and a combination of dividends and earnings growth should give around 10% total shareholder return.&#xa0;</p>

	2023	24e	25e
Liikevaihto	872,3	971,3	1 053,9
kasvu-%	4,4 %	11,4 %	8,5 %
EBIT (oik.)	100,6	105,2	119,9
EBIT-% (oik.)	11,5 %	10,8 %	11,4 %
EPS (oik.)	3,02	3,04	3,65
Osinko	3,00	3,00	3,40
Osinko %	6,6 %	5,1 %	5,7 %
P/E (oik.)	15,0	19,5	16,2
EV/EBITDA	8,7	11,4	10,3

Björn Borg Q3'24: Maintaining a good pace despite challenging conditions

Sisäänkirjautuminen vaadittu

Björn Borg

Tunnusluvut18.11.2024