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
  availableLanguages
  pageUrl
  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
    }
  }
}


__typename

title

isPremium

lang

htmlBody

companies

createdAt

publishers

authors

reactionGroups

availableLanguages

pageUrl

imgUrl

description

Analyst

Pauli Lohi

Kempower is active in the industrial sector. The company is a developer of charging solutions and services with a focus on the automotive sector. The range mainly includes charging posts, stations, sockets, and associated electronic equipment. In addition to the main business, various aftermarket services and technical support are offered. The largest operations are in the Nordic countries and Europe.

Sara och Pauli pratade mycket om den omtalade Kempower.                   Inderes              Kempower: Q3 numbers were not pretty - Inderes    Time: 2024-11-14 16:25 The Q3 report did not yet show the desired improvement in order intake. The negative impact of high customer stock levels on demand looks set to continue until early 2025. We still expect growth to turn positive in 2025, but...                             Content: 00:00 Intro  00:08 Company’s situation  01:28 Q3  02:00 Inventory levels  03:11 Market situation  04:25 Most important thing in Kempower’s case  05:29 Valuation and recommendation

Kempower’s Q3 report showed that the expected improvement in order intake has not yet materialized. High customer stock levels weakened demand, and this impact is expected to continue until early 2025. The order intake amounted to EUR 51.5 million, 15% lower than the previous year and 11% below expectations. The company also lowered its full-year revenue guidance to EUR 220–230 million (previously EUR 220–260 million). According to an Inderes analyst, Kempower is expected to return to growth in 2025, but there is considerable uncertainty about the timing of the turnaround. Has the stock declined enough, or… what? A more detailed analysis from the Inderes analyst can be found below.                   Inderes              Kempower Q3'24: No clear signals of a growth turnaround yet - Inderes    We still expect growth to turn positive in 2025, but there is considerable uncertainty about the timing of the turnaround.

Here is the best analysis, very comprehensive and high-quality. It’s worth reading about this “Tesla of Finland.”  Kempower has rapidly grown its market share in the fast charger market in recent years. However, the current year’s result is turning into a loss, and competition has intensified, partly due to a temporary weakening of market demand. The key to the investment story would be for Kempower to be able to strengthen its market position in the coming years without a significant decline in margins. For the time being, the uncertainty of the outlook and the difficulty of predicting the competitive situation weigh on the risk/reward ratio. We reiterate our Reduce recommendation and the target price of EUR 10.                   Inderes              Kempower extensive report: Development of competitiveness put to test - Inderes    The key to the investment story would be for Kempower to be able to strengthen its market position in the coming years without a significant decline in margins.

Jag hittade inte den här nyheten själv, men det är säkert något som också intresserar investerare.  Alpitronic är en ny aktör i USA, men de har redan ingått ett avtal med Mercedes-Benz. Mercedes planerar att investera en miljard dollar (i första fasen) för att bygga sitt eget laddningsnätverk i USA. Målet är att bygga 400 laddningsstationer till år 2027, och laddaren som valts är Alpitronics HYC400-modell. Det verkar som att Alpitronic redan med sitt första avtal har kommit upp jämsides med Kempower och kanske till och med gått förbi dem.                   prnewswire.com              Mercedes-Benz High-Power Charging Accelerates Investment in the US Clean...    Mercedes-Benz High-Power Charging will be the first charging network in the US to deploy Alpitronic's industry leading Hypercharger 400 at scale with units...

Kempower har nyligen lanserat nästa generations laddningslösningar, som utgör en betydande förbättring jämfört med tidigare produkter. Prestandan hos dessa nya produkter är tydligt konkurrenskraftig, särskilt när det gäller effektfaktorer. Detta innebär att Kempowers laddstationer kan utnyttja elnätet mer effektivt, vilket kan hjälpa kunder att spara energi- och laddningskostnader.  Förutom de nya produkterna har Kempower även lyckats särskilja sig på marknaden med sina satellitbaserade laddningssystem, som kan ladda upp till åtta bilar samtidigt. Detta ger laddningsoperatörer möjlighet att bygga stora laddningsfält kostnadseffektivt. Även om försäljningen av elbilar nyligen har ökat långsammare än förutspått, stödjer långsiktiga trender elektrifieringen av transportsektorn. Utvecklingen av batteriteknologin för elbilar och sjunkande kostnader gör dem alltmer attraktiva. Dessutom driver strängare miljölagstiftning, särskilt i EU och USA, bilproducenter mot helt elektriska lösningar. Sammanfattningsvis positionerar Kempowers nya produktportfölj och laddningslösningar företaget starkt på den växande marknaden för elektrisk trafik.

There have been a lot of various negative news related to Kempower lately. The stock price is dropping and has dropped significantly. Here are an analyst’s comments on the recent news. Kempower completed its redundancy negotiations, and the actual headcount reduction was largely in line with expectations. We believe a profitability turnaround is possible in 2025, but this will require the company to achieve success on the sales front in addition to savings. In the short term, we see significant uncertainty about order growth and market demand.                   Inderes              Kempower: Change negotiations completed, but profitability also needs a sales...    Kempower completed its redundancy negotiations, and the actual headcount reduction was largely in line with expectations. We believe a profitability turnaround is possible in 2025, but this will require the company to achieve success on the sales...

Here is a fresh and high-quality analysis of a potential future success or failure.  The demand challenges seen in the charging market stem from over-investment by charging operators in 2022-23. We expect that lower customer inventory levels and the acquisition of new customers will turn Kempower’s sales into growth in 2025, with a clear turnaround in profitability. We find the long-term growth of the target market and the competitive value creation potential of Kempower’s products as attractive at the current share price. We raise our recommendation to Accumulate (previously Reduce) but reduce our target price to EUR 16 (previously EUR 19), due to the increase in the required return, among other factors.                   Inderes              Kempower Q2'24: Challenging times still ahead, but the long game is appealing...    We find the long-term growth of the target market and the competitive value creation potential of Kempower's products as attractive.

Kempower

Kempower lowered its quarterly guidance for Q1 but kept its full-year 2024 guidance unchanged. We do not believe that the setback will have a significant impact on the value of the stock. As we wrote in our previous update, we see some uncertainty in the guidance for 2024 as a whole related to market developments and the ramp-up of deliveries from the two new plants. We believe that the company’s long-term competitiveness remains strong and that the likelihood of continued rapid growth in the coming years is high.

<p>Kempower lowered its quarterly guidance for Q1 but kept its full-year 2024 guidance unchanged. We do not believe that the setback will have a significant impact on the value of the stock. As we wrote in our previous update, we see some uncertainty in the guidance for 2024 as a whole related to market developments and the ramp-up of deliveries from the two new plants. We believe that the company’s long-term competitiveness remains strong and that the likelihood of continued rapid growth in the coming years is high.</p> 

	2023	24e	25e
Revenue	283.6	377.2	486.6
growth-%	173.75 %	33.00 %	29.00 %
EBIT (adj.)	40.7	31.8	61.1
EBIT-% (adj.)	14.35 %	8.42 %	12.56 %
EPS (adj.)	0.61	0.48	0.89
Dividend	0.00	0.00	0.00
Dividend %
P/E (adj.)	51.96	20.32	10.88
EV/EBITDA	35.76	10.48	5.68

Kempower: Strikes delay deliveries

Kempower

Key Estimate Figures25/03

Kempower

Key Estimate Figures25/03

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