Swedish Market Community

Risks Financial risk management: market risk (including currency risk and cash flow interest risk), credit risk and liquidity risk. Political decisions and other legal aspects.

Evolution Gaming - King of the Live Casino Evolution Gaming is the leading B2B provider of live casino solutions. They power the online games you love!

Evolution AB (EVO) is the undisputed leader in the online live casino market, boasting a business model that combines cutting-edge technology, scalability, and deep industry expertise. With a consistent track record of revenue growth, profitability, and operational efficiency, Evolution is a prime example of a high-margin, high-quality business operating in a growing niche.

If earnings hit half of what they were when the company founded in 2016, which was a reasonable housing market period, the company will profit around half a billion SEK. With a P/E multiple of 14, that is around 7 billion sek, which is 3 times the current market value.

Key Takeaways Embracer Group AB has recently engaged in an assertive acquisition strategy, primarily driven by financing in a low-interest rate environment. The rise in interest rates has adversely affected the company's finances, causing concern among investors.

Key Takeaways Dedicare holds a robust market position within a steadily expanding market. Continued revenue growth is supported by the persistent need for skilled health professionals.

Key Takeaways Expanding YubiKey deployment in large accounts and shifting to subscription models could significantly increase revenue predictability and growth. Geographic market expansion and strategic M&A in complementary segments could drive diversified income and accelerated growth.

Key Takeaways Expansion in the Nordics and strategic new product introductions could drive revenue growth despite a shrinking market. Focus on decentralized models and potential M&A activities could enhance adaptability, efficiency, and profitability.

Key Takeaways Acyclical market position and strategic acquisitions could drive significant organic growth, supported by robust M&A pipeline and infrastructure investment needs. Operational optimizations and a disciplined capital allocation strategy aim to improve efficiency, potentially boosting margins and stabilizing long-term financial performance.