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Nyhetsflöde North Media

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3/1/2024 6:27:12 AM - North Media: Cutting estimates amid soft guidance - ABG - Pre-announced Q4 revenues roughly in line, EBIT 6% below<br>We cut estimates on soft FY'24 guidance - costs to continue up<br>Extent of possible SDR synergies still a question mark
2/26/2024 3:47:54 PM - North Media: Disappointing FY'24 guidance - ABG - Q4 revenues in line, EBIT 6% below ABGSCe<br>DKK 4.0 DPS as expected, but disappointing FY'24 guidance<br>No comments on synergies; expect cons to cut '24 EBIT by 8-25%
1/4/2024 6:23:34 AM - North Media: Still many unknowns, but looks like a good deal - ABG - Q4e: 3.5% y-o-y revenue decline, 16.7% EBITDA margin<br>Updating estimates after close of SDR acquisition<br>'24e-'25e revenues +50-51%, EBIT +10-17%; clarity in February
12/18/2023 6:22:41 AM - North Media: Major acquisition in Sweden - ABG - Acquires Svensk Direktreklam for SEK 350m (fully paid in cash)...<br>...corresponding to 0.5x EV/Sales and 7.0x EV/EBITDA<br>Positives outweigh the negatives; lowers net cash position
12/18/2023 5:53:49 AM - Byggmästare AJA Holdings dotterbolag säljer SDR Svensk Direktreklam för 350 miljoner - Investeringsbolaget Byggmästare AJA Holdings dotterbolag Ge-Te Media säljer SDR Svensk Direktreklam till danska mediekoncernen North Media för 350 miljoner kronor på skuldfri basis. Det framgår av ett pressmeddelande.
11/2/2023 6:12:15 AM - North Media: Nice Q3 beat does not change our view - ABG - Solid 14% EBIT beat on slightly higher revenues and lower costs<br>Better visibility narrows FY'23 guidance, with EBIT mid-point up 3%<br>'23e EBIT lifted 3%, limited revisions beyond; FVR of DKK 60-98
10/5/2023 5:36:29 AM - North Media: Limited Q3 impact from flat paper prices - ABG - Q3e: revenues down ~4% y-o-y, ~12% EBIT margin<br>Paper prices flat since June, but limited Q3 impact<br>Could delay demand recovery; 2% cut to '24e-'25e EBIT
8/17/2023 6:28:16 AM - North Media: Finally some signs of improving demand - ABG - Q2 revenues 2% below ABGSCe, EBIT 9% below<br>Signs of improving paper demand positive, but not surprising<br>'23e-'25e EBIT cut by 1-2%, FVR of DKK 59-98
7/26/2023 5:07:14 AM - North Media: Still waiting for paper demand to recover - ABG - • Q2e: revenues down ~6% y-o-y, ~17% EBIT margin<br>• Paper prices down &gt;26%, but too early for demand recovery<br>• '23e EPS up 19% on Q2 investment gain; FVR 59-98 (58-96)
5/4/2023 5:35:00 AM - North Media: Lower costs drive positive earnings surprise - ABG - 2% revenue beat; 20% EBIT beat driven by lower costs<br>We take '23e EBIT up ~3% to the higher end of guidance<br>FVR of DKK 58-96 (54-92); '23e DKK 44/share net cash position
4/20/2023 6:02:42 AM - North Media: Q1 likely too early for paper price effect - ABG - Paper prices to decline further, but too late for some customers<br>'23e-'25e revenues down 1-2%, EBIT and adj. EPS down 1-3%<br>Unchanged DPS estimate of DKK 4.0/share; FVR of DKK 54-92
2/9/2023 8:54:20 AM - North Media: Lower dividends reflect a tough '23 - ABG - Reached '22 guidance, but disappointing '23 guidance<br>Proposed DPS of DKK 4.0/share reflects uncertainty<br>We cut 15% EBIT for '23e, 3-5% in '24e-'25e
2/6/2023 11:39:13 AM - North Media: Dissappointing '23e guidance and outlook - ABG - Q4 prelim. revenue 2% below ABGSCe, EBIT 3% below<br>'23e guidance entails 3-8% revenue decline...<br>...primarily driven by a higher leaflet volume decline
1/18/2023 6:42:46 AM - North Media: Q4 will pass, but paper prices make us worried - ABG - Looks set to reach midpoints of FY'22 guidance<br>Expect intensifying Last Mile volume decline from paper prices<br>Fair value range of 55-105/share
11/3/2022 6:19:59 AM - North Media: Q3 brought the downgrade we expected - ABG - Q3 revenue 3% lower vs. ABGSCe, much weaker EBIT<br>FY’22 guidance lowered, primarily from weak Last Mile<br>We lower our ’22e revenue est. by ~2% and EBIT by 4%
10/19/2022 7:03:30 AM - North Media: Weaker demand and cost inflation to weigh - ABG - We expect Q3 rev. of DKK 236m &amp; a ~19% EBIT margin
9/22/2022 5:46:59 AM - North Media: ABGSC’s DK small/mid-cap seminar feedback - ABG - Case reaffirmed; mgmt. confident in ’22 guidance
8/18/2022 9:54:13 AM - North Media: The Last Mile cash cow is set to continue - ABG - Q2 EBIT of DKK 52m in line with ABGSCe No shift to JaTak expected – cash cow set to continue New 1Y forward FVR of 56-137 (90-140) Q2 EBIT in line with ABGSCe, revenues slightly higher North Media reported Q2 revenues of DKK 260m (2.4% vs. ABGSCe at DKK 254m) and EBIT of DKK 52m (0.0% vs. ABGSCe at DKK 52m). EBT came in at DKK -62m (-202% vs. ABGSCe at DKK 61m), heavily impacted by a DKK 116m loss (vs. ABGSCe gain of DKK 10m) on the securities portfolio in Q2. The report offered no indications of increased dividends or share buybacks.
2/11/2022 6:59:32 AM - North Media: Strong Q4, no surprises in ’22 guidance - ABG - Q4 rev. of DKK 286m and EBIT of 57m beat ABGSCe<br> Adj. ’22 EBIT guidance largely in line w/ prelim. guidance<br> Undemanding valuation, FVR DKK 90-140 (100-150)
12/3/2021 6:37:45 AM - North Media: A cautious EBIT reduction - ABG - DKK 21m write-down on Bekey with no cash effect<br>Preliminary forecast for ‘22e; we lower EBIT by ~13%<br>We reduce our FVR to DKK 100-150 (110-165)
11/3/2021 2:12:38 PM - North Media: Focus on business, but slow markets in Q3 - ABG - Slow Q3 with rev. -4% and EBIT -15% vs. ABGSCe<br>… however, FK Distributions is set for a strong Q4’21e<br>As expected, guidance narrowed to the high end for ‘21e
10/26/2021 5:35:59 AM - North Media: A ‘back to business’ quarter coming - ABG - We see -1.5% sales growth y-o-y &amp; +2.3pp EBIT growth<br>YesPlease subscribers back to ~50% following dip<br>ABGSCe in high end of guidance, FVR to DKK 110-165
9/15/2021 6:01:05 AM - North Media: ABGSC’s investor day seminar feedback - ABG - BoligPortal’s new product offering set to release potential<br>Remains on the lookout to acquire new IT companies<br>Capital structure remains solid, room for distributions
9/13/2021 9:10:59 AM - ABGSC Investor Day sänder live - Tisdag den 14:e september kl.08:30-17:30 sänder ABGSC live från sin Investor Day där en mängd intressanta bolag presenterar.
8/19/2021 6:57:14 AM - North Media: Unfolding of strong strategic initiatives - ABG - Solid Q2 and softer landing in H2’21 anticipated<br>FK Distribution initiatives seem to be materialising<br>We raise our EPS estimates and FVR by ~2%