contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment CompanyTagList on Company {
  pageUrl
  name
  viewerIsFollowing
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    ...CompanyTagList
    id
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      defaultInstrument {
        isin
        id
      }
      id
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    id
    name
    viewerIsFollowing
    defaultInstrument {
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


hca-saas-update-november-2024-new-potential-takeover-in-denmark-and-rebound-in-the-us-saas-sector

__typename

title

isPremium

lang

htmlBody

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Head of Research

Kasper Lihn

Impero är verksamt inom IT-sektorn. Bolaget är specialiserat inom utveckling av SaaS-lösningar. Programvaran är egenutvecklad och används huvudsakligen för riskhantering, dokumentation och rapportering. Kunderna består av små- och medelstora företagskunder verksamma i ett flertal sektorer. Utöver huvudverksamheten erbjuds även diverse mervärdestjänster. Störst verksamhet återfinns inom Europa och Nordamerika.

Impero

Penneo is a Danish Software-as-a-Service (SaaS) company delivering solutions for digital signing (Penneo Sign), document workflow, and compliance such as a Know Your Customer product (Penneo KYC) that helps companies comply with Anti Money Laundering (AML) legislation. Penneo was established in Denmark in 2014, and the company has more than 3,000 customers across Denmark, Sweden, Norway, Finland, and Belgium. Penneo is listed on Nasdaq Copenhagen Main Market.

Penneo

MapsPeople är verksamt inom IT-sektorn. Bolaget är specialiserat inom utveckling av SaaS-lösningar. Programvaran är egenutvecklad och används huvudsakligen för navigering i stora kontorsbyggnader, sjukhus, arenor och universitet. Bolaget har utvecklat sin egen inomhuskarta och navigationsplattform, MapsIndoors, som bolagets kunder använder i sina egna appar och andra system på global nivå.

MapsPeople

OrderYOYO is a Danish Software-as-a-Service (SaaS) company that provides takeaway restaurants with all the necessary software to serve their customers, including online ordering, payment, marketing and business management solutions. The software enables restaurants, primarily within takeaway, to have their own-branded online presence direct to consumers instead of via food portals.

In 2022, OrderYOYO merged with German app smart. Going forward, Germany is an important growth market for OrderYOYO. OrderYOYO has a usage-based business model implying that the company grows with its restaurant partners. The company has been listed at Nasdaq First North in Denmark since July 2021.

OrderYOYO

Agillic är ett danskt mjukvarubolag i kategorin marknadsföringsteknologi som erbjuder en så kallad 'customer experience platform', där företag kan arbeta med datadriven insikt och innehåll för att skapa, automatisera och skicka personlig kommunikation till stora kundbaser och över kanaler. Visionen är att hjälpa företag att bygga och utveckla kundrelationer utifrån kundupplevelsen.

Agillic

November has been eventful with several Q3 2024 reports across the SaaS sector and the announcement that Visma will make a voluntary recommended public takeover offer to purchase all shares in Penneo for approx. DKK 562m (DKK 16.50 per share, a premium of approx. 110%), corresponding to EV/ARR of approx. 5.8x. The takeover/acquisition ARR multiple is also significantly above the median ARR multiple of 3.4x of the Danish SaaS sector by the end of November 2024, yet somewhat close to other recent acquisitions from Digizuite (6.9x ARR) and Relesys (5.1x ARR). Across the broader global/US SaaS sector, software shares rebounded significantly in November. The median ARR multiple increased to 7.3x by the end of November 2024 (from 6.9x ARR) based on data from The SaaS Capital Index.

November has been eventful with several Q3 2024 reports across the SaaS sector and the announcement that Visma will make a voluntary recommended public takeover offer to purchase all shares in Penneo for approx. DKK 562m (DKK 16.50 per share, a premium of approx. 110%), corresponding to EV/ARR of approx. 5.8x. The takeover/acquisition ARR multiple is also significantly above the median ARR multiple of 3.4x of the Danish SaaS sector by the end of November 2024, yet somewhat close to other recent acquisitions from Digizuite (6.9x ARR) and Relesys (5.1x ARR).
Across the broader global/US SaaS sector, software shares rebounded significantly in November. The median ARR multiple increased to 7.3x by the end of November 2024 (from 6.9x ARR) based on data from The SaaS Capital Index. The rebound is supported by strong US Q3 SaaS reports with improved profitability and FCF. AI may also explain the recent momentum and rotation into the global SaaS sector, which somewhat has stopped the AI-kills-software thesis. 
Despite strong US Q3 SaaS reports, the Danish SaaS Q3 reports that came out in November, showed more mixed results. Q3 is often a difficult quarter due to the effects of summer/vacation and decisions being postponed to Q4 which is normally the seasonally strongest quarter for enterprise SaaS sales.
Read the newsletter here:&#xa0;<a href="https://nyhedsbrev.hcandersencapital.dk/api/api/webcopy/view/fWZL1oUV6l4fw8z7O5oFmXexniNYJ-4t2yR90HpBUWXuYk7mWYirafZ8bYMRLiCq:P-E-ftvlj5kzHNBYxk_aEw==/SaaS+December+2024.html?lgn_uid=LmwxTToxNzY1MzczNzcyAwA6DVAgVSP0ydiEMjqndg!!&amp;lgn_uid=LmwxTToxNzY1Mzc4MTEwpzUWra541FHfhVra_8M2IQ!!&amp;ea=kwtQX9JrSsqHEN_eLx1jmqv6jC5SEAe87p23P53lIHnrqlhc2vYwXVZ2YrF0GwJ7jemBiXiJLSf0L8KtxTfsFw==:WQxE-xiaHuobqZWhpMKWhw==" target="_self">Link</a>
Disclaimer: HC Andersen Capital receives payment from some of the mentioned SaaS companies in the newsletter (Agillic, Impero, MapsPeople, OrderYOYO, and Penneo) for a Digital IR/Corporate Visibility subscription agreement. /Kasper Lihn 14:58, 10 December 2024.

HCA SaaS update November 2024: New potential takeover in Denmark and rebound in the US SaaS sector

Sekretessinställningar