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Nyhetsflöde Pihlajalinna

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2/20/2023 7:16:36 AM - Pihlajalinna: Earnings to gain from a low base - Evli - Pihlajalinna’s profitability challenges continued to be way worse in Q4 than estimated. The company has many tools to address the issue. Gains are very likely this year due to the low comparison figures (and measures), but valuation now appears neutral from a short-term perspective.
2/17/2023 8:45:15 AM - Pihlajalinna: Profitability took a big hit - Evli - Pihlajalinna’s Q4 report was a clear disappointment in terms of profitability even after the guidance downgrade late last year. The culprits for low profitability have been discussed many times, but their adverse impacts on Q4 bottom line were clearly larger than estimated.
2/10/2023 7:44:34 AM - Pihlajalinna: Focus shifts towards bottom line - Evli - Pihlajalinna reports Q4 results on Feb 17. Last year the<br>company positioned itself for growth, while this year focus<br>rests more on profitability enhancing initiatives.
11/7/2022 8:22:57 AM - Pihlajalinna: Earnings to improve a lot in Q4 - Evli - Pihlajalinna’s Q3 ramp-up costs were larger than expected, but Q4 should already show a clear y/y EBITA improvement.
11/4/2022 9:03:24 AM - Pihlajalinna: Q3 EBIT not quite where estimated - Evli - Pihlajalinna’s Q3 revenue landed close to estimates, whereas profitability came in on the soft side. In our view the roughly EUR 2m miss in profitability could be at least partly attributable to capacity ramp-up costs.
11/1/2022 8:04:55 AM - Pihlajalinna: Profitability gains towards next year - Evli - Pihlajalinna reports Q3 results on Nov 4. We still expect Q3 EBITA to have remained a bit muted, but Q4 should see earnings growth while multiples and margins imply upside.
8/15/2022 6:43:14 AM - Pihlajalinna: Investments are starting to pay off - Evli - Pihlajalinna’s Q2 didn’t deliver many surprises; we expect further improvement to materialize over the course of H2.
8/12/2022 5:41:23 AM - Pihlajalinna: Results largely in line - Evli - Pihlajalinna’s Q2 results came in largely according to expectations. Top line growth continued strong and certain cost items remained high.
8/9/2022 6:44:24 AM - Pihlajalinna: Looking forward to H2 improvement - Evli - Pihlajalinna reports Q2 results on Fri, Aug 12. Q2 earnings will remain modest due to the integration process and a couple of other cost issues highlighted in the Q1 report.
5/6/2022 7:07:17 AM - Pihlajalinna: Steps towards higher profitability - Evli - The Q1 results and notes on Pohjola Hospital support the view Pihlajalinna is advancing in terms of profitability.
5/5/2022 10:26:00 AM - Pihlajalinna: Figures above estimates - Evli - Pihlajalinna’s Q1 revenue came in 4% above estimates and helped profitability land some EUR 3m higher than was expected.
5/3/2022 6:51:53 AM - Pihlajalinna: Earnings are to improve in H2 - Evli - Pihlajalinna reports Q1 results on May 5. The company’s Q4 results were negatively affected by higher outsourcing costs, and the situation will not much improve for Q1. Pohjola Hospital will also have remained in the red during the quarter. We do not expect changes to guidance.
2/21/2022 8:14:43 AM - Pihlajalinna: Strategy execution set to continue - Evli - Pihlajalinna’s Q4 EBIT was soft relative to estimates, but in our view the issue is temporary; Pihlajalinna continues its strategy execution with the acquisition of Pohjola Hospital.
2/18/2022 8:13:54 AM - Pihlajalinna: Outsourcing costs burdened EBIT - Evli - Pihlajalinna’s Q4 revenue grew as expected but profitability fell short of estimates due to the increased costs within total outsourcing arrangements.
2/10/2022 8:02:29 AM - Pihlajalinna: Strategy and EBIT on track - Evli - Pihlajalinna reports Q4 results on Fri, Feb 18. We make small positive revisions to our Q4 estimates as we expect Covid-19 services to have remained high due to Omicron, but we don’t expect Pihlajalinna to guide much more than flat EBIT for FY ’22 as M&amp;A integration has barely begun.
11/5/2021 7:27:06 AM - Pihlajalinna: Potential continues to realize - Evli Research - Top line drove EBIT as higher outsourcing costs remained a drag on relative profitability. Corporate and private volumes were still below pre-pandemic levels, meaning business normalization is set to support further gains.
11/4/2021 9:21:58 AM - Pihlajalinna: Good margin development continued - Evli Research - Pihlajalinna’s Q3 report produced a top line beat while profitability was close to our estimates and above the consensus. The revenue surprise was attributable to public sector customers while Covid-19 services grew a lot y/y but also meaningfully q/q.
11/1/2021 8:56:44 AM - Pihlajalinna: Earnings accretion set to continue - Evli - Pihlajalinna releases Q3 results on Nov 4. Our estimates remain intact for now. We continue to see good upside potential due to earnings growth and multiple expansion.
8/16/2021 6:34:11 AM - Pihlajalinna: Catching up with the larger rivals - Evli - Pihlajalinna’s Q2 served a small positive surprise relative to estimates. We are confident operating margin and multiple expansion potential enable solid long-term upside.
8/13/2021 5:52:50 AM - Pihlajalinna: Above estimates - Evli - Pihlajalinna’s revenue and profitability continued to improve and were slightly above estimates. The company reiterates its existing guidance.
8/10/2021 6:59:03 AM - Pihlajalinna: Strategy progress continues - Evli - Pihlajalinna reports Q2 results on Fri, Aug 13. Our FY ’21 estimates remain intact, but we note the latest announced acquisition which is set to be closed by the end of this year.
6/10/2021 6:13:50 AM - Pihlajalinna (Not rated) - A new beginning - Danske Bank - We see Pihlajalinna as a margin turnaround case in the near term, with good growth potential longer term in the consolidated and structurally growing Finnish healthcare services market. Demand drivers are positive in private healthcare and the public market is showing signs of acceleration. We estimate an EPS CAGR of 41% in 2020-23E and see good risk-reward at a 26-30% discount to Terveystalo on 2021-22E EV/EBITDA.
5/10/2021 6:19:06 AM - Pihlajalinna: High hopes for H2 - Evli - Pihlajalinna’s Q1 result outpaced the expectations. Revenue increased by ~5% and adj. EBIT by ~59% y/y. We have slightly increased our 21E estimates and keep our rating “BUY” with TP of EUR 13.2 (13.0).
5/10/2021 6:17:12 AM - Pihlajalinna: Earnings to clearly exceed pre-pandemic levels - Danske Bank - Pihlajalinna had a strong Q1. We see potential for clearly higher profitability in 2021-23E compared to pre-pandemic levels and see a possible attractive margin turnaround case ahead at low valuations. Longer-term demand drivers remain positive and Q1 showed acceleration in public sector growth. We make only small estimate changes* and set our 12M fair value range at EUR12-14.
5/7/2021 2:53:38 PM - Pihlajalinna: Earnings to clearly exceed pre-pandemic levels - Danske Bank - Pihlajalinna had a strong Q1. We see potential for clearly higher profitability in 2021-23E compared to pre-pandemic levels and see a possible attractive margin turnaround case ahead at low valuations. Longer-term demand drivers remain positive and Q1 showed acceleration in public sector growth. We make only small estimate changes* and set our 12M fair value range at EUR12-14.
5/7/2021 6:19:52 AM - Pihlajalinna: Better than expected - Evli - Pihlajalinna’s Q1 figures beat our estimates. Q1 revenue amounted EUR 140m (+5.2%) vs. EUR 137m/140m Evli/cons, while adj. EBIT landed at EUR 6.7m vs. EUR 5.6m/6.1m Evli/cons estimates. COVID-19 testing volumes continued to grow during Q1 but customer volumes of private clinics are still lagging behind.
4/30/2021 7:33:27 AM - Pihlajalinna: Expecting fairly good Q1 figures - Evli - Pihlajalinna reports its Q1 report on next week’s Friday, 7th of May. Despite the worsened COVID-19 situation during Q1, we expect fairly good quarterly figures. We keep our rating “BUY” with TP of EUR 13.
3/31/2021 6:44:56 AM - Pihlajalinna: CMD notes - Evli - Pihlajalinna held its CMD yesterday, 30th of March. The focus of the event was on the company’s strategic priorities and the future of the social and healthcare market. Financial targets remained unchanged. Thus, there were no changes in the big picture. We keep our rating “BUY” with TP of EUR 13.0 (12.0).
11/5/2020 2:38:02 PM - Pihlajalinna: Private demand lags behind - Result in line with our expectations
10/30/2020 8:45:59 AM - Pihlajalinna: Expecting slight revenue growth in Q3 - Evli Research - Expecting revenue growth of 1.8% y/y in Q3E
10/1/2020 7:18:53 AM - Pihlajalinna: Headwind from many directions - Evli Research - FCCA proposes to prohibit the merger
8/17/2020 6:59:35 AM - Pihlajalinna: Focus on the tender offer - Evli Research - The pandemic hampered especially non-urgent healthcare
8/10/2020 7:18:04 AM - Pihlajalinna: Pandemic hampers non-urgent healthcare - Evli Research - Expecting weak demand in non-urgent healthcare
5/11/2020 8:44:23 AM - Pihlajalinna: Getting ready for the FCCA’s decision – Evli Research - Pihlajalinna: Getting ready for the FCCA’s decision – Evli Research