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
    }
  }
}


nibe-q324-signs-of-recovery-but-riskreward-is-thin

__typename

title

isPremium

lang

htmlBody

companies

createdAt

publishers

authors

reactionGroups

availableLanguages

pageUrl

imgUrl

description

Analyst

Lucas Mattsson

Nibe Industrier is an industrial company. The company offers services in heating solutions and energy management. The Group's operations are divided into a number of business areas and subsidiaries, each with special expertise. The company has customers on a global level with the largest concentration in the Nordic region, Europe and North America. The products are focused primarily on corporate customers and larger institutes, but also on private individuals. The company is headquartered in Markaryd, Sweden.

NIBEs resultat för tredje kvartalet var operationellt något under våra förväntningar. Bolagets utsikter fortsätter dock att visa tecken på en återhämtning i lagersituationen. Vi har publicerat en uppdaterad analys, läs den här: NIBE Q3'24: Signs of recovery but risk/reward is thin - Inderes

Kommentar från analytiker @lucas.mattsson inför Nibes Q3 rapport på fredag:                   Inderes              NIBE Q3’24 preview: Another weak quarter, but signs of recovery expected -...    NIBE will be publishing its Q3 results on Friday at 8.00 am CEST. The results are expected to be weaker than last year's relatively strong figures, due to a decline in revenue.                             Tipsar även att vi pratade om Nibe i Börsspaningar, länk här nedan:                   Inderes              Börsspaningar - Intressanta case att kika närmare på!  - Inderes    Time: 2024-10-21 10:03 Vi har premiär för vårt nya koncept Börsspaningar! I varje avsnitt kommer vi att belysa olika delar av börsen ur ett specifikt perspektiv. Missa inte möjligheten att få djupa insikter och perspektiv från våra experter.

Den europeiska Tillväxtmotorn har stannat av rejält  Tyska marknaden visade under juli en ytterst marginell förbättring Nibe är väldigt beroende av att den europeiska marknaden börjar ta fart EU-kommissionen jobbar med att ta fram en färdplan för hur försäljningen av värmepumpar ska kunna öka i nivå med ambitionen. Färdplanen som kallas “Heat Pump Action Plan” var tänkt att presenteras i februari i år. Kort innan planen skulle läggas fram bestämde sig kommissionen dock för att skjuta upp den till efter EU-valet. Innan rapporten nu kan presenteras måste en ny EU-kommission tillträda. Som tidigast kommer en ny kommission vara på plats senare i höst.

NIBE´s Q2 rapport kom in i linje med marknadens förväntningar men något under våra estimat. Analytiker Lucas förklarar hur de senaste åren har varit för NIBE. Lagersituationen, värdering samt mycket mer:                  Inderes              Nibe Q2´24: Ser vi äntligen att botten är nådd i småspararfavoriten?  - Inderes    Time: 2024-08-19 15:55 NIBEs Q2 rapport kom in i linje med marknadens förväntningar men något under våra estimat. Analytiker Lucas förklarar hur de senaste åren har varit för NIBE. Hur hamnade man i denna lagersituation och hur ser den ut nu i det...

Nu finns en ny uppdaterad analys ute efter NIBEs Q2 rapport i fredags:                  Inderes              NIBE Q2'24: The bottom is reached - Inderes    NIBE's Q2 results came in below our expectations, leading us to revise our estimates downward. However, the company's outlook suggests that the market has bottomed out, supported by the end of destocking and anticipated declines in interest rates,...

Det är inte alla som blir inbjudna till EFN för att tala med Gabriel Mellqvist: men det blir vår @lucas.mattsson  ! På tapeten: dagsaktuella rapporter från, precis det NIBE och Björn Borg:

NIBE publicerar sin Q2 rapport på fredag 16/8 och nu kan du läsa en analytikerkommentar inför rapporten:                   Inderes              NIBE Q2’24 earnings preview: Destocking expected to continue to hit demand -...    NIBE will report its Q2 results on Friday at 8.00 CEST. We expect NIBE’s Q2 results to be weaker than the strong comparison figures due to a decline in revenue. While NIBE does not offer specific numerical guidance, the company usually shares...

Nibe Industrier

NIBE’s Q3 result was operationally slightly below our expectations, and we made small revisions to our short- and medium-term estimates. However, the company's outlook continues to show signs of a recovery in the destocking situation, but overall, the current year and at least the first half of next year will still be challenging. Eventually, demand at the manufacturer level will better correspond to underlying end consumer demand and the normalization of capacity utilization and the cost savings program should provide leverage for profitability improvements in the medium term. In our view, given the ongoing uncertainties in the operating environment, the stock is already sufficiently priced in for earnings growth (2025e P/E: 29x).

<p>NIBE&#x2019;s Q3 result was operationally slightly below our expectations, and we made small revisions to our short- and medium-term estimates. However, the company&apos;s outlook continues to show signs of a recovery in the destocking situation, but overall, the current year and at least the first half of next year will still be challenging. Eventually, demand at the manufacturer level will better correspond to underlying end consumer demand and the normalization of capacity utilization and the cost savings program should provide leverage for profitability improvements in the medium term. In our view, given the ongoing uncertainties in the operating environment, the stock is already sufficiently priced in for earnings growth (2025e P/E: 29x).</p>

	2023	24e	25e
Revenue	46,649.0	40,580.6	43,917.8
growth-%	16.42 %	-13.01 %	8.22 %
EBIT (adj.)	7,069.0	3,150.7	5,211.2
EBIT-% (adj.)	15.15 %	7.76 %	11.87 %
EPS (adj.)	2.42	0.65	1.74
Dividend	0.65	0.35	0.55
Dividend %	0.92 %	0.74 %	1.16 %
P/E (adj.)	29.24	73.48	27.29
EV/EBITDA	18.19	27.84	15.04

Nibe Industrier

Key Estimate Figures18/11

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