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
    }
  }
}


__typename

title

isPremium

lang

htmlBody

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Analytiker

Sauli Vilén

Kasper Mellas

CapMan är ett investeringsbolag. Visionen är att vara en långsiktig ägare och skapa mervärde för aktieägarna på lång sikt. CapMan har främst investeringar i medelstora onoterade bolag, fastigheter och infrastrukturanläggningar runt om den nordiska marknaden. Vidare erbjuder bolaget kapitalförvaltning och inköpsaktiviteter samt analys, rapportering och backoffice-tjänster. CapMan grundades år 1989 och dess huvudkontor ligger i Helsingfors, Finland.

Senaste analysen återfinns här:  CapMan: Growth is built with familiar steps - Inderes

Här ännu en direktlänk till sändningen till gårdagens CDM:                  Inderes              CapMan Capital Markets Day | 11 March 2025 - Inderes    Time: 2025-03-11 12:00 Language: en During the Capital Markets Day, CapMan's management will provide current information about the company's strategy, operations and operating environment, as well as present the company's financial development.

CapMan höll en Capital Markets Day. VD Pia Kåll kommenterade i en intervju med analytikern Kasper Mellas.                   Inderes              CapMan CMD 2025: Positioned for Profitable Growth - Inderes    Time: 2025-03-11 18:12 CapMan hosted a Capital Markets Day. CEO Pia Kåll commented in an interview with analyst Kasper Mellas.                             Timestamps: 00:00 Intro  00:13 Strategy  02:15 €10 billion target  03:02 M&A  04:12 Fund performances  05:15 Excess funds

CapMans resultat motsvarade förväntningarna, och bolagets tillväxt fortsätter starkt. Förvaltningsavgifterna ökar, och återhämtningen av investeringsavkastningen stödjer resultatet. Utdelningen är hög, och värderingen verkar attraktiv i förhållande till den framtida vinsttillväxten. Jag rekommenderar att läsa analysen om detta bolag.                    Inderes              CapMan Q4'24: Earnings growth starts to accelerate - Inderes    The Q4 report was broadly in line with our expectations and the big picture of our forecasts is unchanged. We expect the company to deliver strong earnings growth, and the stock is not expensive relative to that. If our earnings forecasts are...

CapMan Sells Renoa Group to New Ownership CapMan Buyout has sold Renoa Group to a new ownership structure consisting of the company’s management, Korpi Capital, and Marko Malmivaara. Renoa Group is a leading expert in building technology, specializing in comprehensive renovations for detached houses in Finland and Sweden. The company employs approximately 300 people and operates in ten locations across Finland and six in Sweden. In 2023, Renoa reported a turnover of €35 million. The transaction aims to strengthen Renoa’s long-term growth and operational development. Carner acted as CapMan’s exclusive financial advisor throughout the process.

Many people are currently interested in a company called Capman, which has a charismatic leader. Good luck to us; here is an easy-to-read, high-quality, honest, and comprehensive analysis of this company. Worth reading!                   Inderes              CapMan extensive report: It's time to redeem the potential - Inderes    Under the new strategy, CapMan’s business operations have turned to strong growth and profitability has improved clearly. Even though the challenging market situation throws a spanner into the works of new sales in the short term, we believe the...                             Under the new strategy, CapMan’s business operations have turned to strong growth and profitability has improved clearly. Even though the challenging market situation throws a spanner into the works of new sales in the short term, we believe the company has an excellent position in its sector. As a result, CapMan is well positioned to continue its healthy growth also in the longer term, just like the rest of the asset management sector. Relative to this, the stock is moderately priced, so the expected return is sufficiently attractive. We therefore reiterate our target price of EUR 2.1 and Accumulate recommendation.

CapMan meddelade att de säljer sin tjänsteverksamhet och fokuserar på att hantera alternativa fonder. Detta klargör företagets strategi, vilket är positivt, men försäljningspriset var under förväntningarna, vilket tyder på att CapMan har en försiktigare syn på verksamhetens framtid. Försäljningen ger en betydande engångsinkomst och prognoserna har ändrats när CaPS tagits bort från dem. CapMan får en betydande mängd likvida medel, och en del av dessa kommer sannolikt att användas för att betala av skulder. Bolagets utdelningsförslag har ökat och CapMans ledning uppskattar utdelningen till 0,14 euro per aktie. Företagets värdering förblir oförändrad och rekommendationen förblir positiv. Nedan finns en färsk analys av bolaget.                    Inderes              CapMan: Eyes firmly on the fund business - Inderes    CapMan announced on Friday that it will sell its Service business for a 75 MEUR debt-free price. Even though the price was below our previous estimate, our view of CapMan’s share value remains roughly unchanged. This is particularly explained by our...

CapMan

CapMan clearly reported a more modest Q2 result than we expected, which has led to a drastic decline in our earnings estimates for the coming years mainly in terms of heavily fluctuating investment and carried interest income

<p>CapMan clearly reported a more modest Q2 result than we expected, which has led to a drastic decline in our earnings estimates for the coming years mainly in terms of heavily fluctuating investment and carried interest income. Reflecting our estimate cuts, we lower our target price to EUR 2.7 (was EUR 2.9). However, we still believe that the expected return of the share is good if our earnings estimates materialize, so we reiterate our Accumulate recommendation.</p>

	2022	23e	24e
Omsättning	67,5	67,2	78,8
tillväxt-%	27,9 %	−0,5 %	17,3 %
EBIT (adj.)	53,1	22,2	41,6
EBIT-%	78,6 %	33,0 %	52,8 %
EPS (adj.)	0,25	0,10	0,18
Utdelning	0,17	0,18	0,19
Direktavkastning	6,3 %	9,7 %	10,3 %
P/E (just.)	10,8	18,5	10,4
EV/EBITDA	8,3	15,4	8,6

CapMan: No need to throw in the towel

CapMan

Key Estimate Figures2023-08-03

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