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Seamless Distribution Systems AB

Analyst

Latest insider trading

Net impact profile

Third party research
30.9.
2022

Redeye is encouraged by SDS’s business momentum, announcing its largest agreement yet. SDS expects to deliver its complete RVM suite to Sudatel Group in three markets in a deal worth SEK25m initially and >SEK6m in recurring support revenues.

Third party research
26.8.
2022

Redeye reiterates its fair value range and Base Case (SEK52) following a major agreement from a new customer: a leading Saudi telecom group.

Third party research
26.7.
2022

Redeye provides its comments on the Q2 2022 report.

Third party research
21.7.
2022

Redeye expects to mute sales expectations slightly since customer delays have impacted these. Moreover, the CEO and chairman left the company during the quarter, which reasonably should have impacted operations somewhat.

Third party research
3.6.
2022

Redeye provides a short comment regarding the recent events at SDS.

Third party research
26.4.
2022

Redeye adjusts its fair value range with a downward bias but continues to see meaningful upside to the share price, which was punished by the recent Q1 report.

Third party research
21.4.
2022

Redeye expects to lower its fair value range thanks to soft sales, which were hurt by some delayed orders.

Third party research
18.2.
2022

Redeye lowers its fair value range on the back of the year-end report. We soften sales expectations while raising operating margins, which continue to impress. The share continues to trade well below our base case.

Third party research
17.2.
2022

Redeye is impressed by strong operating margins, which beat expectations. On the other hand, sales missed slightly.

Third party research
15.12.
2021

Redeye was surprised to learn that a CEO change took place yesterday evening at Seamless Distribution Systems. The new CEO, Mats Victorin, has a well-rounded resume and has demonstrated serious execution capabilities in previous roles.

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