CareCloud
In this pitch deck, analysts Gustav Strand and Emma Rosberg present a comprehensive analysis of CareCloud, a US-based provider of cloud-based healthcare IT solutions to small and mid-sized medical practices.
Category: Equity Research
Equity Research
Dino Polska
In this report, analysts Anna-Brita Hunter Nilsson and Viktor Gautvik present a BUY recommendation on Dino Polska, a founder-led and vertically integrated Polish grocery retailer
James Halstead
In this pitch deck, analysts Emelie Jönsson and Olle Linder present an investment case for James Halstead, the UK’s leading manufacturer of contract vinyl flooring for mission-critical end markets.
Xplora
In this fundamental analysis report, analysts Erik Sommerlou and Sam Drougge take a closer look at Xplora, Europe’s leading provider of senior phones and children’s smartwatches.
Note
In this fundamental analysis, analysts Axel Carlius and Erik Lennvald take a closer look at NOTE AB. NOTE is a Nordic electronics manufacturing services (EMS) provider transitioning from a cyclical, industrially-focused contract manufacturer into a key Nordic defense subcontractor with structurally higher margins.
Copart
In this pitch deck, analysts Michael Sedigh and Ville Nordmark present an investment case for Copart, the global leader in online salvage vehicle auctions. Recent share price weakness appears driven by concerns around softer U.S. insurance volumes and the view that the salvage market is becoming more mature. The thesis supports 30.5% upside to the target share price.
Sintercast
In this fundamental analysis report, analysts Esther Wärnsby and Gal Teyar take a closer look at SinterCast, a Swedish industrial technology company and the world’s leading supplier of high-volume Compacted Graphite Iron (CGI) process control systems. An equally weighted DCF and peer valuation yields a SEK 132 target price, corresponding to 26.5% upside.
I-tech
In this fundamental analysis report, analysts William Sjögren and Jakob Lewrén take a closer look at I-tech. The market has punished the company over exaggerated regulatory risks whilst underlying fundamentals and outlook remain strong.
An equally weighted DCF and relative valuation, where a 2027E EV/EBIT of 12x is applied, corresponds to an upside of 37.7%.
Safeture
In this fundamental analysis report, analysts Linus Melin and Vilhelm Ruhr provide an in-depth analysis of Safeture, a Swedish SaaS microcap operating within people risk management. After a period of stagnant growth driven by prolonged sales lead times and a weak European market, Safeture is positioned for a comeback.
Paxman
In this fundamental analysis, analysts Dennis Drevell Smith and Anna-Brita Hunter Nilsson examine Paxman AB, a UK based MedTech company operating a de facto monopoly in mechanical scalp cooling. An equally weighted DCF and relative valuation imply a potential upside of 58%, making Paxman a compelling buy opportunity.