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Nyhetsflöde Carasent

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4/24/2024 8:31:44 AM - Carasent Q1’24: Traction is showing - Redeye - Redeye comments on Carasent’s Q1 2024 report and its announcement of revised financial targets. The revised financial targets are well-aligned with our sales estimates, while margins appear to strengthen faster than what we have forecasted. Q1 2024 was more or less in line with our estimates.
4/17/2024 6:29:54 AM - Carasent: Medrave secures a larger agreement with VGR - Redeye - Redeye comments on Medrave's new contract with VGR.
2/16/2024 2:02:30 PM - Carasent: Steps taken towards stronger growth - Redeye - Redeye has updated its estimates for Carasent following the Q4 2023 report, which showed slightly stronger sales but somewhat lower margins. Although organic recurring revenues only grew by a mere 13%, there are indications of underlying improvements. Q4 2023 marked a record quarter in terms of new sales, and several product launches in 2024 could potentially boost Carasent's growth numbers. Going forward, improved sales volumes and flattish costs will be the name of the game.
2/15/2024 7:56:04 AM - Carasent Q4 2023: Slightly higher sales than expected, but margins are still subdued, although they are improving - Redeye - Redeye comments on Carasent's Q4 2023 report, which came in in line on sales, but slightly lower on margins. However, the margin improvement trend continues and we expect 2024 to show significant strides forward.
2/5/2024 8:47:55 AM - Carasent: Divesting the Confrere brand and customer contracts - Redeye - Carasent has entered into an agreement to sell the Confrere brand and customer contracts to Compodium International. Redeye gives its view of the news.
1/19/2024 3:47:08 PM - Redeye lanserar toppval av sex aktier inom teknik och life science för 2024 - Redeye höll igår den 18 januari ett arrangemang på Posthuset i Stockholm där analyshuset lanserade sina utvalda toppval av aktier inom teknik och life science för 2024. Det framgår av en färsk analys.
12/22/2023 7:54:25 AM - Carasent: New call for an extraordinary general meeting - Redeye - Redeye comments on ACapital Cara HoldCo AS's demand for an extraordinary general meeting.
11/22/2023 1:00:46 PM - Carasent: Signing a big contract with Volvat Medisinske Senter AS - Redeye - Redeye comments on the news yesterday that Carasent’s subsidiary, Metodika EPM signed, a contract with Volvat, with an estimated annual revenue of NOK7-9m. Volvat operates a number of healthcare centres in Norway.
11/15/2023 6:12:56 AM - Carasent: Thoughts after the Capital Markets Day - Redeye - Redeye shares its insights after Carasent’s Capital Markets Day (CMD) and revises its estimates accordingly. The recently introduced financial targets largely align with our expectations for the company's prospects, resulting in only minor adjustments to our estimates. Carasent's strategic choice to concentrate its European expansion efforts on Germany seems well-founded, considering the rationale presented.
10/27/2023 12:37:40 PM - Carasent: Seasonality effects at play, ARR stable - Redeye - Redeye has updated its estimates for Carasent following the Q3 2023 report, which was heavily influenced by a seasonality pattern that we underestimated. Margins improved somewhat compared to H1 2023 and we believe Carasent will continue growing into its cost structure naturally as sales volumes expand. The next important catalyst is Carasent’s Capital Markets Day on November 7.
10/26/2023 8:13:04 AM - Carasent Q3’23: Initial comment - Redeye - Redeye comments on Carasent's Q3 2023 report, which was heavily influenced by lower consulting revenue and seasonality effects related to the summer months, which we underestimated. The ARR was flattish q/q and churn remained low (about 2%). The EBITDA - CAPEX margin continued to strengthen q/q as well, although it was still in the negative (as expected).
10/10/2023 7:10:12 AM - Carasent: Adjusting for the share buyback - Redeye - On September 21, Carasent announced that it would initiate a share buyback program and deliver a special dividend. The share buyback has now been completed and thus we adjust our fair value range as we know the price and total amount of shares bought back.
9/22/2023 7:45:53 AM - Carasent: Distribution to shareholders and a CMD date announced - Redeye - Yesterday, Carasent announced that, following a review of the company’s capital structure, its board has decided to reduce the large cash position and return NOK250m to shareholders. Additionally, Carasent disclosed the date for its upcoming Capital Markets Day (CMD): November 7th. We view both pieces of news favorably.
9/6/2023 1:25:50 PM - Carasent: Comment on the redemption request - Redeye - Redeye comments on Finansavisen’s article this morning regarding John Fredriksen’s redemption request from Aeternum.
7/18/2023 6:47:19 AM - Carasent: Small steps forward - Redeye - Carasent’s Q2 2023 report contained no big surprises. Sales were more or less in line and the cost-savings program started to come into effect, thereby improving the margins compared to Q1 2023. The next big catalyst, in our eyes, is the Capital Markets Day in the fall.
7/14/2023 7:05:21 AM - Carasent Q2 2023: Initial comment - Redeye - Redeye comments on Carasent's Q2 2023 report, which showed small improvements compared to the previous quarter. Sales were slightly higher than our estimate, although margins continued to be subpar. However, we believe the margins will strengthen over time, thanks to the cost-savings program and increased sales volumes. The next catalyst will clearly be the Capital Markets Day during the fall, where we could receive more guidance on sales, margins, capital structure and long-term vision.
5/8/2023 6:37:33 AM - Carasent: The X Factor - Redeye - Redeye updates its estimates of Carasent after the Q1 2023 report, change of focus, and cost-savings program. We discuss our more VMS-like approach following the news.
5/4/2023 7:42:10 AM - Carasent Q1 2023: Initial comment - Redeye - Redeye comments on Carasent's Q1 2023 report, showing a growth rate of 34% y/y and 16% organically y/y, slightly better than our estimate. Margins were, however, subpar, but a cost-savings program has been initiated, and the focus going forward will be on efficiency and scalability once more. Still, the report was a mixed bag, and we had hoped to see a clearer jump in the NRR and customer intake.
4/25/2023 7:18:55 AM - Carasent: Follow-up comment - Redeye - Redeye gives a brief follow-up comment on the change of focus and cost savings.
4/24/2023 8:01:18 AM - Carasent: Focus on the home market Sweden - Redeye - Redeye provides an initial comment on Carasent's shift in focus towards the Swedish market, citing "a larger and more attractive market" in Sweden that can be reached with less investment than the Norwegian Webdoc project. Carasent has additionally implemented a cost-saving program with the goal of achieving yearly savings of SEK35-40m, as it deems its current running costs too high.
2/16/2023 12:48:02 PM - Carasent: Profitable growth on the horizon - Redeye - Redeye updates its estimates following Carasent’s Q4 2022 report, which showed stronger growth than what we had anticipated. Moreover, the organic growth rate pace increased from the previous quarter. Investments still weighed down near-term margins, but management signaled that it seeks to slow down new hires and start scaling margins again, in a few quarters' time, to our understanding.
2/15/2023 7:54:39 AM - Carasent Q4 2022: Growth stronger than expected, margins still subpar - Redeye - Redeye comments in Carasent's Q4 2022 report, which came in above our estimates on the ARR and net sales, but slightly below on the margin side. However, Carasent's management signaled in the report that it has slowed down new hires at the beginning of the year, and we expect margins to strengthen in 2023. Overall, and compared to previous quarters in 2022, we argue that Q4 2022 was decent. The company will provide financial targets in Q2 2023.
11/7/2022 9:40:54 AM - Carasent: Near-Term Headwinds, but Building for the Long Term - Redeye - Redeye updates its estimates following Carasent’s Q3 report and the acquisitions of HPI and Confrere. The Q3 report came in below our estimates, and we are thus revising our near to medium-term estimates as a consequence.
10/26/2022 7:37:40 AM - Carasent: Initial comment on the Q3 report - Redeye - Redeye comments on Carasent's Q3 report, which was partly known due to preliminary numbers released on October 17.
10/19/2022 6:57:38 AM - Carasent: Commenting on the acquisition of HPI Health Profile Institute - Redeye - Redeye comments on the acquisition of HPI Health Profile Institute, a provider of software solutions for occupational healthcare and an add-on partner to Evimeria. The acquisition is smaller than the previous ones.
10/17/2022 7:31:59 AM - Carasent: Comment on Q3 preliminary numbers - Redeye - Redeye comments on Carasent’s Q3 preliminary numbers. The full report will be published on Wednesday 26 October.
8/10/2022 9:57:51 AM - Affärsvärlden ger ett neutralt råd för norska Carasent - Norska mjukvarubolaget Carasent har vuxit snabbt senaste åren, både organiskt och genom förvärv. Tillväxtmöjligheterna är alltjämt goda i takt med digitaliseringen av vården. Bolaget ruvar fortsatt på en rejäl nettokassa. Det skriver Affärsvärlden i en analys på onsdagen.
8/2/2022 7:22:32 AM - Carasent: Comment on the Confrere deal - Redeye - Redeye comments on Carasent’s deal in Norway yesterday, taking over customer agreements from Confrere.
7/28/2022 6:55:35 AM - Carasent: First Customer in Norway - Redeye - Redeye updates its estimates following Carasent’s Q2’22 report, which was a tad weaker than anticipated. Both the organic growth and margins came in below estimates. On the bright side, the customer intake was very strong, and Carasent also signed its first Webdoc NO customer.
7/15/2022 7:03:27 AM - Carasent Q2: Initial take - Redeye - Redeye comments on Carasent's Q2 2022 report, which came in slightly lower than our estimates on the top line and margins. The bright spot was instead the newly signed clinics, and the launch of Webdoc NO in Norway.
6/16/2022 6:52:55 AM - Carasent: Daniel Öhman appointed new CEO - Redeye - Redeye comments on the news of Daniel Öhman being appointed as the new CEO of Carasent, following Dennis Höjer's decision to step down earlier this year. Mr. Öhman is currently the CEO of GHP Speciality Care.
5/20/2022 9:28:45 AM - Carasent: Webdoc NO a Litmus Test for Carasent’s Extensive Capex Initiatives - Redeye - Redeye updates its estimates following Carasent’s Q1 report and comments on topics ranging from the heavy capex cycle to CEO Dennis Höjer’s decision to step down. We expect Webdoc NO to be launched in Q2 2022 and its launch and successive ramp-up will be a litmus test for the Webdoc platform and the current spending levels.
4/28/2022 8:18:57 AM - Carasent Q1’22: Initial take - Redeye - Redeye comments on Carasent’s Q1 report, which was solid albeit somewhat below our sales estimates. Margins and customer intake were in line.
3/15/2022 2:10:12 PM - Affärsvärlden listar 16 digitala vinnare, köper Spotify till portföljen - Krig, skenande råvarupriser och struliga leveranskedjor är små bekymmer för bolag som levererar tjänster via nätet. Affärsvärlden har vaskat fram 16 digitala bolag med lönsamhet och hög tillväxt där värderingen rasat. Det framgår av en analys på tisdagen.
3/2/2022 11:33:58 AM - Carasent: Focus on Investments - Redeye - Redeye updates its estimates for 2022 following the Q4 report, and comments on various subjects, ranging from organic growth, net revenue retention, Medrave, Webdoc X/NO, and political risks in the case.
2/10/2022 9:35:15 AM - Carasent Q4: Initial take - Redeye - Redeye comments on Carasent's Q4 report, which was slightly weaker than expected, partly due to issues stemming from the pandemic. However, there were several positive points as well, such as the green light for Webdoc X after a trial phase, salesforce recruitment as outbound sales showed promise, and key personnel recruitment in Norway, ready to sell Webdoc NO.
12/16/2021 12:05:38 PM - Carasent: Clear cross-selling potential with the new acquisition - Redeye - Yesterday evening, Carasent announced the acquisition of Medrave, a market leader within quality improvement software for healthcare practices within primary care and secondary outpatient care. Redeye comments on the news.
12/6/2021 9:29:56 AM - Carasent: Building a Software One-Stop-Shop for Private Healthcare - Redeye - Redeye comments on Carasent’s Q3 report, house of brand strategy, and the much-anticipated Norwegian launch of Webdoc. We have also taken a deeper look at the Avans Soma acquisition and made some remarks concerning the price and quality of the business.
10/27/2021 7:28:50 AM - Carasent Q3’21: First comment - Redeye - Carasent’s Q3 report was stable and better than what it appears at face level. Some onboarding delays mask Evimeria’s underlying organic growth, which we believe will be resolved over the next couple of quarters. Still, organic growth was 26% in the quarter (29% excluding the new acquisition of Metodika).
8/19/2021 1:00:08 PM - Carasent: Follow Up Note on the Q2’21 Report - Redeye - 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.
8/18/2021 10:12:20 AM - Carasent Q2’21: First comment - Redeye - 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.
7/23/2021 9:39:15 AM - Carasent: Comments on Vitruvian Partners and the private placement - Redeye - 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.
7/23/2021 8:11:21 AM - Carasent har gjort riktad nyemission till Vitruvian Partners - tagit in cirka 420 miljoner norska kronor - IT-bolaget Carasent har under gårdagen genomfört en riktad nyemission på cirka 420 miljoner norska kronor till Cardigan Holdco, vilka ägs av det europeiska private-equity bolaget Vitruvian Partners. Det framgår av ett pressmeddelande.
6/8/2021 11:57:27 AM - Carasents dotterbolag Evimeria tecknar samverkansavtal med Mindler - Carasents dotterbolag Evimeria EMR har tecknat samverkansavtal med den digitala psykologmottagningen och tech-bolaget Mindler. Avtalet rör leverans av och samverkanssatsning kring Webdoc X, en vårdplattform som ska underlätta Mindlers fortsatta expansion i Europa. Det framgår av ett inlägg på Linkedin.
5/26/2021 12:00:13 PM - Carasent: Metodika and the Private Placement - Redeye - 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.
5/26/2021 5:32:43 AM - Carasents riktade nyemission klar - rabatt på 2,6 procent - Carasent har genomfört sin riktade nyemission på 368 miljoner norska kronor till institutionella investerare, enligt ett pressmeddelande.
5/25/2021 3:24:37 PM - Carasent gör ett förvärv och riktad nyemission - Carasent förvärvar svenska Metodika som utvecklar EPM-lösningar till sjukhus och kliniker i Europa för 114 miljoner svenska kronor, enligt ett pressmeddelande.
5/20/2021 9:45:53 AM - Carasent: Modular Approach in Stockholm - Redeye - 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.
5/6/2021 7:52:06 AM - Aeternum Capital rekryterar Henrik Carlman från Swedbank Robur - ska öppna kontor i Stockholm - Aeternum Capital, som den norska redarmiljardären John Fredriksen står bakom, rekryterar Swedbank Robur-förvaltaren Henrik Carlman. Det framgår även av ett pressmeddelande att investeringsbolaget tänker öppna kontor i Stockholm.
4/29/2021 7:18:25 AM - Carasent: Minor adjustments - Redeye - Redeye increases the near-term estimates slightly, thanks to the strong customer intake.
4/28/2021 7:31:42 AM - Carasent: Q1’21, strong customer intake - Redeye - This is a short comment on the Q1 report. We will be back with a longer research note later.
3/30/2021 8:00:29 AM - Carasent förtjänar premievärdering enligt Redeye, höjer motiverat värde till 55 norska kronor (40) - Redeye höjer det motiverade värdet för norska IT-bolaget Carasent till 55 norska kronor under basscenariot (40), enligt senaste uppdragsanalys.
3/30/2021 6:50:22 AM - Carasent: Heading West - Redeye - 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%.
3/11/2021 9:43:37 AM - Oslobörsen petar in sju nya aktier i börsindexet OSEBX - Oslobörsen har meddelat uppdatering av handelsplatsens benchmarkindex, OSEBX, som innehåller sju förändringar med effekt efter stängningen den 19 mars.
3/9/2021 9:45:24 AM - Aeternum Capital lär ta kontroll över flera svenska börsbolag - Di - Norska Aeternum Capital, uppbackat med kapital från den norska redarkungen John Fredriksen, har seglat upp som storägare i de svenska börsbolagen Itab och AQ Group samt ytterligare tre norska börsbolag. Fortsättning lär följa, skriver Dagens industri.
3/2/2021 8:31:59 AM - Aeternum Capital investerar i Carasent - aktien stiger kraftigt - Fredriksen-familjens investeringsbolag Aeternum Capital som sköts av den tidigare Odin Fonder-förvaltaren Vegard Søraunet har köpt 8,5 miljoner aktier i det norska e-hälsovårdsbolaget Carasent, varpå man blir den största aktieägaren i bolaget. Det framgår av ett pressmeddelande.
2/23/2021 1:16:32 PM - Dessa sju bolag kommer att ta klivet in på Oslobörsens huvudlista enligt DNB - Paul Harper på DNB Markets har räknat ut sju aktier som väntas ta plats på Oslobörsens huvudindex i mars.
2/12/2021 11:49:41 AM - Didner & Gerge Small and Microcap steg 2,5 procent i januari - gynnades av bland annat Atoss Software - Fonden Didner & Gerge Small and Microcap steg 2,5 procent i januari, vilket var bättre än fondens jämförelseindex som steg 1,2 procent. Det framgår av en månadsrapport från förvaltarna Carl Granath och Henrik Sandell.
1/21/2021 9:44:44 AM - Enea, Better Collective och Carasent är Redeyes top picks för 2021 (uppdatering) - Analyshuset Redeye har Enea, Better Collective och Carasent som top picks för 2021. Det framgår av analysfirmans Technology Report som publiceras på torsdagen.
1/21/2021 9:10:39 AM - Enea, Better Collective och Carasent är Redeyes top picks för 2021 - Analyshuset Redeye har Enea, Better Collective och Carasent som top picks för 2021. Det framgår av analysfirmans Technology Report som publiceras på torsdagen.
1/4/2021 12:47:03 PM - Anders Wright tror på Stillfront, Evolution Gaming, Kambi och Carasent - Fonden Consensus Småbolag A steg 13,78 procent i december. Under 2020 avkastade fonden 94,67 procent. Det framgår av en månadsrapport.
12/10/2020 8:06:10 AM - Carasent förvärvar IT-bolag för 122,5 miljoner norska kronor - Norska börsnoterade Carasent förvärvar IT-bolaget Avans Soma för 122,5 miljoner norska kronor, varav hälften kontant och hälften med egna aktier till ett styckpris om 27,7 norska kronor. Det framgår av ett pressmeddelande.
11/26/2020 10:43:31 AM - Consensus Sverige Select minskade 3,32 procent i oktober - Carasent bjöd på bra rapport - Fonden Consensus Sverige Select minskade 3,32 procent i oktober. Sedan årsskiftet har fonden avkastat 31,75 procent och är därmed bättre än index som har ökat 1,62 procent. Det framgår av en månadsrapport.
10/7/2020 8:32:18 PM - Lyfter fram Readly, Stillfront och Carasent - Consensus Småbolag ökade 4,3 procent i september - (Rättelse gjord i första stycket gällande avkastning för 2020.)
10/7/2020 4:11:23 PM - Lyfter fram Readly, Stillfront och Carasent - Consensus Småbolag ökade 4,3 procent i september - Fonden Consensus Småbolag A steg 4,3 procent i september, vilket var sämre än fondens jämförelseindex som steg 64,4 procent. Det framgår av en månadsrapport.
8/24/2020 4:50:59 AM - Börsveckan ger köpråd för Embracer, norska Carasent, Instalco och Ferronordic - Börsveckan rekommenderar köp av Embracer, norska Carasent, Instalco och Ferronordic i den senaste utgåvan. Tidningen ger rådet avvakta för Teqnion och norska Orkla