Tempest Security - Feedback from ABGSC's Investor Days
Benefiting from becoming a larger companyEyeing a Nordic expansionPotential in the SOC businessFocusing on the GuardingThis Friday, we hosted Tempest ...
Benefiting from becoming a larger companyEyeing a Nordic expansionPotential in the SOC businessFocusing on the GuardingThis Friday, we hosted Tempest ...
Listed exposure to Nordic private equity (~28% current NAV discount)Historical outperformance in small- and mid-cap, Nordic buyoutsClosing the NAV dis...
Soft quarter, brighter outlookWe raise our EBIT estimates by 3-2% for '26e-'27eEarly signs of a better market environmentQ1'26 reportOgunsen reported ...
CEO highlighted AI as a "big friend to our firm at the moment"Anthropic customer case sounds attractive, while software clients slowOn track to delive...
We expect Civil Engineering spending to riseTaking advantages from being part of a group7-4x EBITA '26e-'28e, 17-13% FCF yieldsCivil engineering on th...
Q1: +11% sales growth, 3.2% EBITDA margin'26e EBITDA up 2%Guarding continues to take steps forwardStarting the year on a positive noteTempest continue...
Health food sales need a healthier consumer climateMargins prioritised over volume in a downside scenarioBoth mix and volume needed to reach 8% margin...