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Nyhetsflöde Taaleritehdas

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3/11/2021 8:51:58 AM - Taaleritehdas: First step in streamlining the investor story - Danske - Taaleri sold its wealth management operations to Aktia with EV EUR120m (excl. debt and cash). The deal is set to go through in May 2021, pending regulatory approval. Even though the majority of Taaleri’s AUM (2020 EUR7.6bn) is transferred to Aktia, Taaleri is left with approximately EUR1.8bn of mainly private equity and energy AUM with very high earnings and future carry potential, in our view.
2/19/2021 11:34:43 AM - Taaleritehdas: Need to redeem expectations in 2021E - Danske - The H2 20 report was slightly mixed, as total income beat consensus (FactSet) estimates<br>by 2% but continuing earnings (-2% y/y) were suppressed by the poor development in<br>Wealth Management (-12% y/y). For 2021, we slightly raise our total income estimates<br>for 2021, as poor development in Wealth Management was compensated by favourable<br>results in Insurance and Energy. We keep our fair value range at EUR8.0-9.5.
1/21/2021 8:42:00 AM - Taaleritehdas: Back on track - Danske Bank - Driven by the strong financial market in H2 20, we expect Taaleri to report a good H2 print with income and operating profit growth of 10% and 39% y/y, respectively. We estimate double-digit growth to continue in 2021-22E and find the shares attractively valued at a 2021E P/E of 11.8x, 21% below the Finnish peer median and 7% below the company’s five year average. Taaleri reports H2 20 on 18 February.
8/10/2020 6:21:13 PM - Taaleritehdas - H1 an exceptional period.<br>Financial markets in H1 were affected by heavy volatility as market turmoil in Q1 turned to a strong recovery in Q2. Overall, we expect H1 to be Taaleri's weakest half-year report since it was listed, with operating profit at EUR1m (EUR6.4m in H1 19). We estimate that the exceptional market turmoil hit mostly Garantia's investment operations and to a smaller extent management fees, given decreased assets under management (AuM). However, the strong market recovery means Garantia's investment income is not as bad as we had feared in March, and also that operations are set to normalise in H2, provided financial markets are stable. As the earnings slump is only temporary and the fundamentals for natural resource alternative investments, Taaleri's core expertise, are intact, we do not read too much into the weak figures expected in H1.