Consumer Durables Swedish Community
Our community narratives are driven by numbers and valuation.
Consumer Durables Swedish Investing Ideas
Embellence Group's Revenue to Rise by 4.5% with a Future PE of 12.5x
STOCKHOLM (Nyhetsbyrån Direkt) Aktiespararna utfärdar en köprekommendation för inredningsföretaget Embellence med en riktkurs på 40 kronor. Det framgår av en analys.Read more
Bonava will at least triple its market value when the housing market recovers
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.Read more
Profoto Holding to Launch New Products and Aim for Growth in Lighting and Imaging, but will growth come?
Catalysts New product launches, such as Pro-B3, D30, and the upcoming film industry product, could drive sales and earnings growth. Industry tailwinds in professional lighting and imaging could help, however currently no such signs in the reports.Read more
Factory Consolidation And Cost Savings Will Transform Long Term Profitability
Catalysts About Nobia Nobia designs, manufactures and sells kitchen solutions across the Nordic region and the U.K. to both consumer and professional customers. What are the underlying business or industry changes driving this perspective?Read more
Housing Demand Recovery And Sustainability Commitments Will Support A Stronger Long Term Outlook
Catalysts About Bonava Bonava is a residential developer focused on multi unit and single family housing projects across Germany, Sweden, Finland and the Baltic states. What are the underlying business or industry changes driving this perspective?Read more
European Dependence And Supply Chain Risks Will Challenge Helmet Safety Upside Potential
Catalysts About Mips Mips develops helmet safety systems that aim to reduce rotational forces in impacts across sports, moto and industrial safety categories. What are the underlying business or industry changes driving this perspective?Read more
Revenue And Margin Trends Will Shape Expansion Into Video And Cinema Markets
Key Takeaways Expansion into professional-grade LED products and innovative, cloud-connected tools aligns with growth in the creator economy, supporting demand and future margin expansion. Cost reduction measures and pricing resilience are set to improve operating leverage, bolster profitability, and strengthen positioning against low-cost competitors.Read more
ELUX B: Premium Segment Expansion Will Drive Upside Amid Market Headwinds
Key Takeaways Focus on premium products, innovation, and sustainability strengthens brand positioning, supports pricing power, and captures evolving consumer trends for growth and margin expansion. Operational efficiency gains from automation, digitalization, and strategic cost programs increase resilience, profitability, and adaptability to challenging market conditions.Read more
THULE: Improved Margins And Lower Discount Rate Will Drive Future Upside
Key Takeaways Strategic product focus and acquisitions, like Quad Lock, could drive revenue growth and improve net margins due to a better product mix. Enhanced North American strategy includes market shifts and price adjustments to protect revenue, thus ensuring profitable growth in challenging conditions.Read more
