Proact - Meeting with the CEO
AI is increasing demand for hardware-based storage infrastructureNetApp confirmed Dell's report, record order and sales growthFocus on West and Centra...
AI is increasing demand for hardware-based storage infrastructureNetApp confirmed Dell's report, record order and sales growthFocus on West and Centra...
Becoming a company with SEK 5bn in sales......and saving SEK 50m in cost synergiesStructural demand supporting the marketScale meets local strengthThe...
Q2 EBITDA NOK 100m vs. ABGSCe NOK 85m on overliftLimited underlying long-term production changesFair value range NOK 1.5-4.5Q2 production 1.88 kboe/d,...
Helps brands to market efficiently through insightsUnderlying ARR +8% y-o-y in 2025 carries into 2026eWe set a fair value range of SEK 17-30Improving ...
Focus on the Power segmentSales held up, earnings was weakDivestment of Construction expected to close in Q3Power improves, Construction masks underly...
We cut '26e EBIT by 15% and '27e by 32%Long-term potential still intact, but likely to take more timeEV/EBIT drops from 12.0x in '26e to 5.7x in '28eL...
Dell Storage sales +26% y-o-y driven by data center modernisationDecent correlation to Proact System sales (partner to Dell), positive for Q3-Q4eDeliv...