View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsOX2 将来の成長Future 基準チェック /06現在、 OX2の成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Construction 収益成長20.9%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報Price Target Changed • Jul 17Price target decreased by 9.8% to kr60.00Down from kr66.50, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of kr59.50. The company is forecast to post earnings per share of kr3.88 for next year compared to kr3.79 last year.分析記事 • Apr 28OX2 AB (publ) Recorded A 45% Miss On Revenue: Analysts Are Revisiting Their ModelsOX2 AB (publ) ( STO:OX2 ) last week reported its latest first-quarter results, which makes it a good time for investors...分析記事 • Feb 24OX2 AB (publ) Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsIt's been a pretty great week for OX2 AB (publ) ( STO:OX2 ) shareholders, with its shares surging 15% to kr53.50 in the...お知らせ • Dec 02OX2 AB (publ) Updates Earnings Guidance for the Fiscal Year 2023OX2 AB (publ) updated earnings guidance for the fiscal year 2023. for the year, the company expects operating income for the full year 2023 to be approximately SEK 1,000 Million. the company has agreed with Ingka Investments, the investment arm of Ingka Group – the biggest IKEA retailer – to sell a 49% stake in next generation Swedish offshore wind projects. The transaction is expected to impact OX2’s operating income positively with approximately SEK 200 Million in 2023.Major Estimate Revision • Dec 01Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from kr10.8b to kr9.92b. EPS estimate also fell from kr4.26 per share to kr3.75 per share. Net income forecast to shrink 12% next year vs 12% decline forecast for Construction industry in Sweden. Consensus price target down from kr105 to kr75.33. Share price was steady at kr49.34 over the past week.Price Target Changed • Nov 21Price target decreased by 11% to kr105Down from kr118, the current price target is an average from 2 analysts. New target price is 117% above last closing price of kr48.38. Stock is down 38% over the past year. The company is forecast to post earnings per share of kr4.26 for next year compared to kr4.01 last year.すべての更新を表示Recent updatesお知らせ • Oct 08OX2 AB (publ) Appoints Roshan Saldanha as Chief Financial Officer, Effective April 2025OX2 AB (publ) appointed Roshan Saldanha, the new Chief Financial Officer of the company. He will take on his position in April 2025 and be a member of the Leadership Team at the company. Roshan Saldanha brings nearly 25 years of financial experience to the company, from several different industries and listed companies. He currently holds the position as Chief Financial Officer at Sinch. Before that he held several leadership positions at Tele2 Group, among them as CFO for Tele2 Sweden. He has also previously had assignments for international firms like Arthur Andersen, Citibank and Kinnevik Group. As previously announced CFO Johan Rydmark who has decided to leave the company will remain in his position until April 2025.お知らせ • Oct 07OX2 Set to Delist from Nasdaq Stockholm after EQT TakeoverOX2 AB (publ) is set to be delisted from Nasdaq Stockholm after receiving the bourse's approval, with Oct. 21 being the last day of trading of its shares, according to a October 7, 2024 release. The delisting follows the Swedish renewable energy company's acquisition by EQT Infrastructure VI, a fund managed by Swedish private equity firm EQT.お知らせ • Oct 01Chief Financial Officer Johan Rydmark Leaves OX2 AB (publ) in April 2025Johan Rydmark, Chief Financial Officer, has decided to leave OX2 AB (publ) in April 2025. Johan Rydmark joined OX2 as Chief Financial Officer in June 2019 and has been a member of the Group Leadership Team since then. In his position he has developed the company's corporate governance, financing strategy and finance operations. The search for a successor has been initiated and Johan Rydmark will remain with OX2 until April 2025.お知らせ • Sep 28OX2 AB (publ)(OM:OX2) dropped from OMX Nordic All-Share IndexOX2 AB (publ) has been removed from OMX Nordic All-Share Index .お知らせ • Sep 26OX2 AB Applies for Delisting from Nasdaq StockholmOX2 AB (publ), the acquisition target of private equity firm EQT AB, has applied for a delisting of its stock from Nasdaq Stockholm in compliance with a request from the buyer, which is preparing a compulsory buy-out of the OX2 shares it has not already secured. The last trading date of OX2's stock on Nasdaq Stockholm will be announced as soon as confirmation from the bourse has been received, the renewables company said on September 25, 2024. EQT Infrastructure VI fund, through Otello BidCo AB, proposed to buy all OX2 shares at SEK 60 apiece in cash for a total sum of SEK 16.35 billion (USD 1.61 billion/EUR 1.44 billion). As of September 24, EQT's proposal was accepted to an extent ensuring it will take hold of 95.58% of OX2's stock upon the settlement scheduled for October 2. Through Otello BidCo, the buyer has requested the delisting of OX2's shares as it intends to launch a compulsory buy-out of the remaining shares in the renewables group.お知らせ • Sep 25OX2 AB (publ) to Delist from Nasdaq StockholmEQT's EQT Infrastructure VI plans to start compulsory redemption proceedings as it now holds 95.58% of OX2 AB (publ)'s shares upon the completion of its cash tender offer. The Swedish private equity giant via Otello BidCo secured a take-up of 171,104,182 shares, representing 62.79% of OX2, according to a September 24, 2024 release. The offer was extended to Oct. 7, with the tendered shares slated for settlement starting Oct. 16. In addition to acquiring the remaining shares, the proceedings also aim to delist OX2 from Nasdaq Stockholm.Recent Insider Transactions • Sep 21Chief Executive Officer recently sold kr47m worth of stockOn the 17th of September, Paul Stormoen sold around 790k shares on-market at roughly kr60.00 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Paul's only on-market trade for the last 12 months.Recent Insider Transactions • Sep 06Director recently sold kr5.6m worth of stockOn the 2nd of September, Birgit Anna-Karin Celsing sold around 93k shares on-market at roughly kr60.00 per share. This transaction amounted to 47% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of kr26m more than they bought in the last 12 months.Reported Earnings • Jul 26Second quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2024 results: kr0.58 loss per share (down from kr0.92 profit in 2Q 2023). Revenue: kr2.23b (up 1.3% from 2Q 2023). Net loss: kr158.0m (down 163% from profit in 2Q 2023). Revenue exceeded analyst estimates by 33%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 37% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Construction industry in Sweden. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Price Target Changed • Jul 17Price target decreased by 9.8% to kr60.00Down from kr66.50, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of kr59.50. The company is forecast to post earnings per share of kr3.88 for next year compared to kr3.79 last year.お知らせ • Jun 13OX2 Announces Resignation of Kristina Wright as Chief Operating OfficerOX2 AB (publ) announced Chief Operating Officer Kristina Wright leaves OX2 and her responsibilities will be divided between the other members in the leadership team.Recent Insider Transactions • May 29Chief Commercial Officer recently sold kr20m worth of stockOn the 23rd of May, Peter Tornberg sold around 344k shares on-market at roughly kr59.20 per share. This transaction amounted to 27% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of kr20m more than they bought in the last 12 months.分析記事 • May 14A Piece Of The Puzzle Missing From OX2 AB (publ)'s (STO:OX2) 36% Share Price ClimbOX2 AB (publ) ( STO:OX2 ) shares have had a really impressive month, gaining 36% after a shaky period beforehand...Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 43%After last week's 43% share price gain to kr58.65, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Construction industry in Sweden. Total loss to shareholders of 20% over the past year.分析記事 • Apr 28OX2 AB (publ) Recorded A 45% Miss On Revenue: Analysts Are Revisiting Their ModelsOX2 AB (publ) ( STO:OX2 ) last week reported its latest first-quarter results, which makes it a good time for investors...Reported Earnings • Apr 12Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: kr3.79 (down from kr4.01 in FY 2022). Revenue: kr7.82b (up 2.4% from FY 2022). Net income: kr1.03b (down 5.4% from FY 2022). Profit margin: 13% (down from 14% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 14%. Earnings per share (EPS) exceeded analyst estimates by 7.2%. Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Construction industry in Sweden.お知らせ • Apr 03Flower Technologies AB agreed to acquire 42.5 MW energy storage facility in Bredhälla from OX2 AB (publ) (OM:OX2).Flower Technologies AB agreed to acquire 42.5 MW energy storage facility in Bredhälla from OX2 AB (publ) (OM:OX2) on April 3, 2024. The transaction is conditional on approval from the Swedish authorities and Svenska Kraftnät and is expected to close during the second quarter of 2024.お知らせ • Mar 22OX2 AB (publ) to Report Fiscal Year 2023 Results on Apr 09, 2024OX2 AB (publ) announced that they will report fiscal year 2023 results on Apr 09, 2024分析記事 • Mar 18OX2 AB (publ)'s (STO:OX2) Subdued P/E Might Signal An OpportunityWith a price-to-earnings (or "P/E") ratio of 12.1x OX2 AB (publ) ( STO:OX2 ) may be sending bullish signals at the...分析記事 • Feb 24OX2 AB (publ) Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsIt's been a pretty great week for OX2 AB (publ) ( STO:OX2 ) shareholders, with its shares surging 15% to kr53.50 in the...分析記事 • Feb 23Is There Now An Opportunity In OX2 AB (publ) (STO:OX2)?OX2 AB (publ) ( STO:OX2 ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in...Reported Earnings • Feb 22Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: kr3.79 (down from kr4.01 in FY 2022). Revenue: kr7.82b (up 2.4% from FY 2022). Net income: kr1.03b (down 5.4% from FY 2022). Profit margin: 13% (down from 14% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 14%. Earnings per share (EPS) exceeded analyst estimates by 7.2%. Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Construction industry in Sweden.Board Change • Feb 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 2 highly experienced directors. Independent Director Malin Persson was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.分析記事 • Jan 24These 4 Measures Indicate That OX2 (STO:OX2) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...お知らせ • Dec 02OX2 AB (publ) Updates Earnings Guidance for the Fiscal Year 2023OX2 AB (publ) updated earnings guidance for the fiscal year 2023. for the year, the company expects operating income for the full year 2023 to be approximately SEK 1,000 Million. the company has agreed with Ingka Investments, the investment arm of Ingka Group – the biggest IKEA retailer – to sell a 49% stake in next generation Swedish offshore wind projects. The transaction is expected to impact OX2’s operating income positively with approximately SEK 200 Million in 2023.Major Estimate Revision • Dec 01Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from kr10.8b to kr9.92b. EPS estimate also fell from kr4.26 per share to kr3.75 per share. Net income forecast to shrink 12% next year vs 12% decline forecast for Construction industry in Sweden. Consensus price target down from kr105 to kr75.33. Share price was steady at kr49.34 over the past week.分析記事 • Nov 29OX2 (STO:OX2) May Have Issues Allocating Its CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...お知らせ • Nov 23Afcon Renewable Energy Ltd agreed to acquire solar projects of 82 MW in Andalusia and Castilla la Mancha from OX2 AB (publ) (OM:OX2) .Afcon Renewable Energy Ltd agreed to acquire solar projects of 82 MW in Andalusia and Castilla la Mancha from OX2 AB (publ) (OM:OX2) on November 21, 2023. The sale is OX2’s first in Spain and will be recorded in the fourth quarter of 2023.Price Target Changed • Nov 21Price target decreased by 11% to kr105Down from kr118, the current price target is an average from 2 analysts. New target price is 117% above last closing price of kr48.38. Stock is down 38% over the past year. The company is forecast to post earnings per share of kr4.26 for next year compared to kr4.01 last year.お知らせ • Nov 17OX2 AB (publ) Announces Board AppointmentsOX2 AB (publ) announced it's Annual General Meeting 2024 will be held in Stockholm on 14 May 2024. The Nomination Committee for the Annual General Meeting 2024 has been appointed based on the shareholding structure as of 31 August 2023 and is composed of: Johan Wieslander (Chairman), appointed by Peas Industries, Jesper Bergström, appointed by Handelsbanken Fonder, and Peter Lagerlöf, appointed by Lannebo Fonder. In addition, the Chairman of the Board of Directors of OX2, Johan Ihrfelt, is a member of the Nomination Committee.Valuation Update With 7 Day Price Move • Nov 03Investor sentiment improves as stock rises 19%After last week's 19% share price gain to kr49.38, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 8x in the Construction industry in Sweden. Total loss to shareholders of 42% over the past year.分析記事 • Nov 01Downgrade: What You Need To Know About The Latest OX2 AB (publ) (STO:OX2) ForecastsThe latest analyst coverage could presage a bad day for OX2 AB (publ) ( STO:OX2 ), with the covering analyst making...Reported Earnings • Oct 26Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2023 results: EPS: kr1.32 (up from kr0.16 in 3Q 2022). Revenue: kr2.33b (flat on 3Q 2022). Net income: kr360.0m (up kr316.0m from 3Q 2022). Profit margin: 16% (up from 1.9% in 3Q 2022). Revenue missed analyst estimates by 6.5%. Earnings per share (EPS) exceeded analyst estimates by 103%. Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Construction industry in Sweden.お知らせ • Oct 05+ 2 more updatesOX2 AB (publ) to Report Q3, 2024 Results on Oct 23, 2024OX2 AB (publ) announced that they will report Q3, 2024 results on Oct 23, 2024Valuation Update With 7 Day Price Move • Sep 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to kr44.60, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 10x in the Construction industry in Sweden. Total loss to shareholders of 55% over the past year.分析記事 • Jul 23Capital Allocation Trends At OX2 (STO:OX2) Aren't IdealIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...Reported Earnings • Jul 21Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2023 results: EPS: kr0.92 (down from kr1.12 in 2Q 2022). Revenue: kr2.20b (up 50% from 2Q 2022). Net income: kr251.0m (down 17% from 2Q 2022). Profit margin: 11% (down from 21% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 17%. Earnings per share (EPS) missed analyst estimates by 25%. Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Construction industry in Sweden.お知らせ • Jul 04OX2 AB (publ) Announces Resignation of Jan Frykhammar as Board of Director and Member of Audit CommitteeJan Frykhammar has informed the board of directors of OX2 AB (publ) that he resigns as member of the board from July 3, 2023. Jan Frykhammar has notified the Board that he will be resigning for personal matters. Jan Frykhammar will also be leaving the OX2 Audit Committee.分析記事 • Jun 14If EPS Growth Is Important To You, OX2 (STO:OX2) Presents An OpportunityInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Major Estimate Revision • May 23Consensus EPS estimates increase by 14%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from kr3.36 to kr3.84. Revenue forecast steady at kr11.1b. Net income forecast to grow 1.0% next year vs 7.4% growth forecast for Construction industry in Sweden. Consensus price target of kr115 unchanged from last update. Share price was steady at kr71.05 over the past week.お知らせ • May 17Petter Samlin Do Not Stand for Re-Election as Director of OX2 AB (publ)OX2 AB (publ) at its AGM held on May 16, 2023, announced that Petter Samlin had declined re-election as Director.お知らせ • May 14Ingka Investments agreed to acquire three offshore wind projects in Finland from OX2 AB (publ) (OM:OX2).Ingka Investments agreed to acquire three offshore wind projects in Finland from OX2 AB (publ) (OM:OX2) on May 12, 2023. The transaction is subject to customary competition merger filing requirements and is expected to be completed within two months.お知らせ • May 09OX2 AB (publ) (OM:OX2) completed the acquisition of ESCO Pacific Pty Ltd from The Shell Petroleum Company Limited, Steve Rademaker and private investors.OX2 AB (publ) (OM:OX2) agreed to acquire ESCO Pacific Pty Ltd from The Shell Petroleum Company Limited, Steve Rademaker and private investors for approximately AUD 140 Million on March 31, 2023. The agreed purchase price amounts to AUD 126 million on a debt free basis. An additional AUD 17 million will be payable contingent upon certain sales and margin targets. Post acquisition, Steve Rademaker will stay with ESCO for two years, initially as Managing Director and thereafter as an advisor to management. The transaction is subject to fulfillment of certain conditions and expected to close by end of April 2023. The transaction is estimated to be EPS accretive in 2024 and beyond. Nick Baker of Herbert Smith Freehills acted as legal advisor to ESCO Pacific Pty Ltd. PWC acted as financial and legal advisor to OX2 AB. Lazard acted as financial advisor to The Shell Petroleum Company Limited, Steve Rademaker and private investors. OX2 AB (publ) (OM:OX2) completed the acquisition of ESCO Pacific Pty Ltd from The Shell Petroleum Company Limited, Steve Rademaker and private investors on May 8, 2023.Major Estimate Revision • May 05Consensus EPS estimates fall by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from kr11.4b to kr11.2b. EPS estimate also fell from kr3.43 per share to kr2.62 per share. Net income forecast to shrink 0.4% next year vs 6.2% growth forecast for Construction industry in Sweden . Consensus price target down from kr118 to kr115. Share price fell 11% to kr71.25 over the past week.Reported Earnings • Apr 08Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: kr4.01 (up from kr1.28 in FY 2021). Revenue: kr7.64b (up 53% from FY 2021). Net income: kr1.09b (up 227% from FY 2021). Profit margin: 14% (up from 6.7% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 7.8%. Earnings per share (EPS) exceeded analyst estimates by 21%. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Construction industry in Sweden.分析記事 • Mar 21Is There An Opportunity With OX2 AB (publ)'s (STO:OX2) 49% Undervaluation?Key Insights Using the 2 Stage Free Cash Flow to Equity, OX2 fair value estimate is kr147 Current share price of...Major Estimate Revision • Mar 05Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from kr4.16 to kr3.47 per share. Revenue forecast steady at kr11.4b. Net income forecast to shrink 14% next year vs 5.2% growth forecast for Construction industry in Sweden . Consensus price target of kr118 unchanged from last update. Share price fell 5.8% to kr72.85 over the past week.Reported Earnings • Feb 23Full year 2022 earnings released: EPS: kr4.01 (vs kr1.28 in FY 2021)Full year 2022 results: EPS: kr4.01 (up from kr1.28 in FY 2021). Revenue: kr7.64b (up 53% from FY 2021). Net income: kr1.09b (up 227% from FY 2021). Profit margin: 14% (up from 6.7% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 34% p.a. on average during the next 2 years, compared to a 6.1% growth forecast for the Construction industry in Sweden.分析記事 • Feb 11Be Wary Of OX2 (STO:OX2) And Its Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Recent Insider Transactions • Jan 23Director recently sold kr1.7m worth of stockOn the 18th of January, Birgit Anna-Karin Celsing sold around 20k shares on-market at roughly kr85.09 per share. This transaction amounted to 9.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of kr35m more than they bought in the last 12 months.分析記事 • Jan 20If EPS Growth Is Important To You, OX2 (STO:OX2) Presents An OpportunityThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...お知らせ • Jan 10OX2 AB (publ) (OM:OX2) entered into an agreement to acquire 152 MW solar power portfolio in Andalusia from UAB Green Genius.OX2 AB (publ) (OM:OX2) entered into an agreement to acquire 152 MW solar power portfolio in Andalusia from UAB Green Genius on January 09, 2023. J&A Garrigues, S.L.P. acted as the legal advisor to Green Genius.Reported Earnings • Oct 27Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: kr0.16 (up from kr0.055 in 3Q 2021). Revenue: kr2.31b (up 285% from 3Q 2021). Net income: kr44.0m (up 193% from 3Q 2021). Profit margin: 1.9% (down from 2.5% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates significantly. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Construction industry in Sweden.Valuation Update With 7 Day Price Move • Oct 17Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to kr67.65, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 12x in the Construction industry in Sweden. Total returns to shareholders of 21% over the past year.分析記事 • Oct 12Be Wary Of OX2 (STO:OX2) And Its Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...分析記事 • Sep 15With EPS Growth And More, OX2 (STO:OX2) Makes An Interesting CaseFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Price Target Changed • Sep 02Price target increased to kr118Up from kr108, the current price target is an average from 2 analysts. New target price is 23% above last closing price of kr95.40. Stock is up 74% over the past year. The company is forecast to post earnings per share of kr3.60 for next year compared to kr1.28 last year.Major Estimate Revision • Aug 31Consensus EPS estimates increase by 33%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from kr7.76b to kr8.02b. EPS estimate increased from kr2.06 to kr2.75 per share. Net income forecast to grow 11% next year vs 9.1% growth forecast for Construction industry in Sweden. Consensus price target up from kr108 to kr115. Share price fell 2.2% to kr95.20 over the past week.Price Target Changed • Aug 30Price target increased to kr115Up from kr103, the current price target is an average from 2 analysts. New target price is 17% above last closing price of kr98.15. Stock is up 73% over the past year. The company is forecast to post earnings per share of kr2.06 for next year compared to kr1.28 last year.Major Estimate Revision • Aug 16Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from kr8.43b to kr7.76b. EPS estimate also fell from kr2.33 per share to kr2.06 per share. Net income forecast to shrink 1.9% next year vs 6.7% growth forecast for Construction industry in Sweden . Consensus price target up from kr103 to kr108. Share price fell 7.5% to kr94.35 over the past week.Major Estimate Revision • Aug 05Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from kr1.57 to kr2.33. Revenue forecast unchanged at kr8.43b. Net income forecast to grow 4.3% next year vs 6.7% growth forecast for Construction industry in Sweden. Consensus price target up from kr83.50 to kr103. Share price rose 3.6% to kr103 over the past week.Price Target Changed • Aug 01Price target increased to kr103Up from kr80.00, the current price target is an average from 2 analysts. New target price is 5.3% above last closing price of kr97.30. Stock is up 62% over the past year. The company is forecast to post earnings per share of kr1.57 for next year compared to kr1.28 last year.Reported Earnings • Jul 29First quarter 2022 earnings released: EPS: kr0.41 (vs kr0.19 in 1Q 2021)First quarter 2022 results: EPS: kr0.41 (up from kr0.19 in 1Q 2021). Revenue: kr1.62b (up 62% from 1Q 2021). Net income: kr111.0m (up 131% from 1Q 2021). Profit margin: 6.8% (up from 4.8% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 55%, compared to a 17% growth forecast for the industry in Sweden.Valuation Update With 7 Day Price Move • Jul 29Investor sentiment improved over the past weekAfter last week's 16% share price gain to kr99.60, the stock trades at a forward P/E ratio of 54x. Average forward P/E is 13x in the Construction industry in Sweden. Total returns to shareholders of 70% over the past year.Valuation Update With 7 Day Price Move • Jul 12Investor sentiment improved over the past weekAfter last week's 17% share price gain to kr88.40, the stock trades at a forward P/E ratio of 49x. Average forward P/E is 13x in the Construction industry in Sweden. Total returns to shareholders of 52% over the past year.分析記事 • Jul 03There Are Reasons To Feel Uneasy About OX2's (STO:OX2) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...Major Estimate Revision • Jun 29Consensus EPS estimates increase by 19%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from kr7.20b to kr7.84b. EPS estimate increased from kr1.33 to kr1.58 per share. Net income forecast to grow 25% next year vs 14% growth forecast for Construction industry in Sweden. Consensus price target broadly unchanged at kr80.00. Share price rose 13% to kr79.10 over the past week.Valuation Update With 7 Day Price Move • Jun 14Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to kr70.20, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 14x in the Construction industry in Sweden.分析記事 • May 05We Think You Should Be Aware Of Some Concerning Factors In OX2's (STO:OX2) EarningsThe recent earnings posted by OX2 AB (publ) ( STO:OX2 ) were solid, but the stock didn't move as much as we expected...分析記事 • Apr 30OX2 AB (publ) Just Missed Revenue By 5.5%: Here's What Analysts Think Will Happen NextShareholders might have noticed that OX2 AB (publ) ( STO:OX2 ) filed its quarterly result this time last week. The...Reported Earnings • Apr 29First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: EPS: kr0.41 (up from kr0.19 in 1Q 2021). Revenue: kr1.62b (up 62% from 1Q 2021). Net income: kr111.0m (up 132% from 1Q 2021). Profit margin: 6.8% (up from 4.8% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 5.5%. Earnings per share (EPS) exceeded analyst estimates by 66%. Over the next year, revenue is forecast to grow 49%, compared to a 29% growth forecast for the industry in Sweden.Major Estimate Revision • Apr 28Consensus EPS estimates increase by 19%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from kr7.29b to kr7.57b. EPS estimate increased from kr1.37 to kr1.62 per share. Net income forecast to grow 11% next year vs 11% growth forecast for Construction industry in Sweden. Consensus price target up from kr71.50 to kr77.50. Share price fell 2.4% to kr73.90 over the past week.Major Estimate Revision • Apr 20Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from kr1.19 to kr1.37. Revenue forecast steady at kr7.29b. Net income forecast to grow 11% next year vs 11% growth forecast for Construction industry in Sweden. Consensus price target up from kr69.50 to kr71.50. Share price rose 3.1% to kr87.00 over the past week. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、OX2 は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測OM:OX2 - アナリストの将来予測と過去の財務データ ( )SEK Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数6/30/20247,335472777778N/A3/31/20247,305881-527-524N/A12/31/20237,8241,033227229N/A9/30/20238,2381,342-831-827N/A6/30/20238,2201,027-22-19N/A3/31/20237,4861,0802,2852,286N/A12/31/20227,6441,0921,2251,226N/A9/30/20227,831696401402N/A6/30/20226,120667678674N/A3/31/20225,601397-183-183N/A12/31/20214,983334-133-132N/A9/30/20214,307170710711N/A6/30/20215,757287645650N/A3/31/20215,701250445451N/A12/31/20205,201298521526N/A12/31/20194,906315558563N/A12/31/20184,136297250252N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: OX2の予測収益成長が 貯蓄率 ( 1.1% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: OX2の収益がSwedish市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: OX2の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: OX2の収益がSwedish市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: OX2の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: OX2の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2024/10/22 16:04終値2024/10/22 00:00収益2024/06/30年間収益2023/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋OX2 AB (publ) 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。3 アナリスト機関Kristofer Liljeberg-SvenssonCarnegie Investment Bank ABOskar LindstromDanske BankJohan SkoglundDNB Carnegie
Price Target Changed • Jul 17Price target decreased by 9.8% to kr60.00Down from kr66.50, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of kr59.50. The company is forecast to post earnings per share of kr3.88 for next year compared to kr3.79 last year.
分析記事 • Apr 28OX2 AB (publ) Recorded A 45% Miss On Revenue: Analysts Are Revisiting Their ModelsOX2 AB (publ) ( STO:OX2 ) last week reported its latest first-quarter results, which makes it a good time for investors...
分析記事 • Feb 24OX2 AB (publ) Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsIt's been a pretty great week for OX2 AB (publ) ( STO:OX2 ) shareholders, with its shares surging 15% to kr53.50 in the...
お知らせ • Dec 02OX2 AB (publ) Updates Earnings Guidance for the Fiscal Year 2023OX2 AB (publ) updated earnings guidance for the fiscal year 2023. for the year, the company expects operating income for the full year 2023 to be approximately SEK 1,000 Million. the company has agreed with Ingka Investments, the investment arm of Ingka Group – the biggest IKEA retailer – to sell a 49% stake in next generation Swedish offshore wind projects. The transaction is expected to impact OX2’s operating income positively with approximately SEK 200 Million in 2023.
Major Estimate Revision • Dec 01Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from kr10.8b to kr9.92b. EPS estimate also fell from kr4.26 per share to kr3.75 per share. Net income forecast to shrink 12% next year vs 12% decline forecast for Construction industry in Sweden. Consensus price target down from kr105 to kr75.33. Share price was steady at kr49.34 over the past week.
Price Target Changed • Nov 21Price target decreased by 11% to kr105Down from kr118, the current price target is an average from 2 analysts. New target price is 117% above last closing price of kr48.38. Stock is down 38% over the past year. The company is forecast to post earnings per share of kr4.26 for next year compared to kr4.01 last year.
お知らせ • Oct 08OX2 AB (publ) Appoints Roshan Saldanha as Chief Financial Officer, Effective April 2025OX2 AB (publ) appointed Roshan Saldanha, the new Chief Financial Officer of the company. He will take on his position in April 2025 and be a member of the Leadership Team at the company. Roshan Saldanha brings nearly 25 years of financial experience to the company, from several different industries and listed companies. He currently holds the position as Chief Financial Officer at Sinch. Before that he held several leadership positions at Tele2 Group, among them as CFO for Tele2 Sweden. He has also previously had assignments for international firms like Arthur Andersen, Citibank and Kinnevik Group. As previously announced CFO Johan Rydmark who has decided to leave the company will remain in his position until April 2025.
お知らせ • Oct 07OX2 Set to Delist from Nasdaq Stockholm after EQT TakeoverOX2 AB (publ) is set to be delisted from Nasdaq Stockholm after receiving the bourse's approval, with Oct. 21 being the last day of trading of its shares, according to a October 7, 2024 release. The delisting follows the Swedish renewable energy company's acquisition by EQT Infrastructure VI, a fund managed by Swedish private equity firm EQT.
お知らせ • Oct 01Chief Financial Officer Johan Rydmark Leaves OX2 AB (publ) in April 2025Johan Rydmark, Chief Financial Officer, has decided to leave OX2 AB (publ) in April 2025. Johan Rydmark joined OX2 as Chief Financial Officer in June 2019 and has been a member of the Group Leadership Team since then. In his position he has developed the company's corporate governance, financing strategy and finance operations. The search for a successor has been initiated and Johan Rydmark will remain with OX2 until April 2025.
お知らせ • Sep 28OX2 AB (publ)(OM:OX2) dropped from OMX Nordic All-Share IndexOX2 AB (publ) has been removed from OMX Nordic All-Share Index .
お知らせ • Sep 26OX2 AB Applies for Delisting from Nasdaq StockholmOX2 AB (publ), the acquisition target of private equity firm EQT AB, has applied for a delisting of its stock from Nasdaq Stockholm in compliance with a request from the buyer, which is preparing a compulsory buy-out of the OX2 shares it has not already secured. The last trading date of OX2's stock on Nasdaq Stockholm will be announced as soon as confirmation from the bourse has been received, the renewables company said on September 25, 2024. EQT Infrastructure VI fund, through Otello BidCo AB, proposed to buy all OX2 shares at SEK 60 apiece in cash for a total sum of SEK 16.35 billion (USD 1.61 billion/EUR 1.44 billion). As of September 24, EQT's proposal was accepted to an extent ensuring it will take hold of 95.58% of OX2's stock upon the settlement scheduled for October 2. Through Otello BidCo, the buyer has requested the delisting of OX2's shares as it intends to launch a compulsory buy-out of the remaining shares in the renewables group.
お知らせ • Sep 25OX2 AB (publ) to Delist from Nasdaq StockholmEQT's EQT Infrastructure VI plans to start compulsory redemption proceedings as it now holds 95.58% of OX2 AB (publ)'s shares upon the completion of its cash tender offer. The Swedish private equity giant via Otello BidCo secured a take-up of 171,104,182 shares, representing 62.79% of OX2, according to a September 24, 2024 release. The offer was extended to Oct. 7, with the tendered shares slated for settlement starting Oct. 16. In addition to acquiring the remaining shares, the proceedings also aim to delist OX2 from Nasdaq Stockholm.
Recent Insider Transactions • Sep 21Chief Executive Officer recently sold kr47m worth of stockOn the 17th of September, Paul Stormoen sold around 790k shares on-market at roughly kr60.00 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Paul's only on-market trade for the last 12 months.
Recent Insider Transactions • Sep 06Director recently sold kr5.6m worth of stockOn the 2nd of September, Birgit Anna-Karin Celsing sold around 93k shares on-market at roughly kr60.00 per share. This transaction amounted to 47% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of kr26m more than they bought in the last 12 months.
Reported Earnings • Jul 26Second quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2024 results: kr0.58 loss per share (down from kr0.92 profit in 2Q 2023). Revenue: kr2.23b (up 1.3% from 2Q 2023). Net loss: kr158.0m (down 163% from profit in 2Q 2023). Revenue exceeded analyst estimates by 33%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 37% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Construction industry in Sweden. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Price Target Changed • Jul 17Price target decreased by 9.8% to kr60.00Down from kr66.50, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of kr59.50. The company is forecast to post earnings per share of kr3.88 for next year compared to kr3.79 last year.
お知らせ • Jun 13OX2 Announces Resignation of Kristina Wright as Chief Operating OfficerOX2 AB (publ) announced Chief Operating Officer Kristina Wright leaves OX2 and her responsibilities will be divided between the other members in the leadership team.
Recent Insider Transactions • May 29Chief Commercial Officer recently sold kr20m worth of stockOn the 23rd of May, Peter Tornberg sold around 344k shares on-market at roughly kr59.20 per share. This transaction amounted to 27% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of kr20m more than they bought in the last 12 months.
分析記事 • May 14A Piece Of The Puzzle Missing From OX2 AB (publ)'s (STO:OX2) 36% Share Price ClimbOX2 AB (publ) ( STO:OX2 ) shares have had a really impressive month, gaining 36% after a shaky period beforehand...
Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 43%After last week's 43% share price gain to kr58.65, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Construction industry in Sweden. Total loss to shareholders of 20% over the past year.
分析記事 • Apr 28OX2 AB (publ) Recorded A 45% Miss On Revenue: Analysts Are Revisiting Their ModelsOX2 AB (publ) ( STO:OX2 ) last week reported its latest first-quarter results, which makes it a good time for investors...
Reported Earnings • Apr 12Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: kr3.79 (down from kr4.01 in FY 2022). Revenue: kr7.82b (up 2.4% from FY 2022). Net income: kr1.03b (down 5.4% from FY 2022). Profit margin: 13% (down from 14% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 14%. Earnings per share (EPS) exceeded analyst estimates by 7.2%. Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Construction industry in Sweden.
お知らせ • Apr 03Flower Technologies AB agreed to acquire 42.5 MW energy storage facility in Bredhälla from OX2 AB (publ) (OM:OX2).Flower Technologies AB agreed to acquire 42.5 MW energy storage facility in Bredhälla from OX2 AB (publ) (OM:OX2) on April 3, 2024. The transaction is conditional on approval from the Swedish authorities and Svenska Kraftnät and is expected to close during the second quarter of 2024.
お知らせ • Mar 22OX2 AB (publ) to Report Fiscal Year 2023 Results on Apr 09, 2024OX2 AB (publ) announced that they will report fiscal year 2023 results on Apr 09, 2024
分析記事 • Mar 18OX2 AB (publ)'s (STO:OX2) Subdued P/E Might Signal An OpportunityWith a price-to-earnings (or "P/E") ratio of 12.1x OX2 AB (publ) ( STO:OX2 ) may be sending bullish signals at the...
分析記事 • Feb 24OX2 AB (publ) Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsIt's been a pretty great week for OX2 AB (publ) ( STO:OX2 ) shareholders, with its shares surging 15% to kr53.50 in the...
分析記事 • Feb 23Is There Now An Opportunity In OX2 AB (publ) (STO:OX2)?OX2 AB (publ) ( STO:OX2 ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in...
Reported Earnings • Feb 22Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: kr3.79 (down from kr4.01 in FY 2022). Revenue: kr7.82b (up 2.4% from FY 2022). Net income: kr1.03b (down 5.4% from FY 2022). Profit margin: 13% (down from 14% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 14%. Earnings per share (EPS) exceeded analyst estimates by 7.2%. Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Construction industry in Sweden.
Board Change • Feb 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 2 highly experienced directors. Independent Director Malin Persson was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
分析記事 • Jan 24These 4 Measures Indicate That OX2 (STO:OX2) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
お知らせ • Dec 02OX2 AB (publ) Updates Earnings Guidance for the Fiscal Year 2023OX2 AB (publ) updated earnings guidance for the fiscal year 2023. for the year, the company expects operating income for the full year 2023 to be approximately SEK 1,000 Million. the company has agreed with Ingka Investments, the investment arm of Ingka Group – the biggest IKEA retailer – to sell a 49% stake in next generation Swedish offshore wind projects. The transaction is expected to impact OX2’s operating income positively with approximately SEK 200 Million in 2023.
Major Estimate Revision • Dec 01Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from kr10.8b to kr9.92b. EPS estimate also fell from kr4.26 per share to kr3.75 per share. Net income forecast to shrink 12% next year vs 12% decline forecast for Construction industry in Sweden. Consensus price target down from kr105 to kr75.33. Share price was steady at kr49.34 over the past week.
分析記事 • Nov 29OX2 (STO:OX2) May Have Issues Allocating Its CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
お知らせ • Nov 23Afcon Renewable Energy Ltd agreed to acquire solar projects of 82 MW in Andalusia and Castilla la Mancha from OX2 AB (publ) (OM:OX2) .Afcon Renewable Energy Ltd agreed to acquire solar projects of 82 MW in Andalusia and Castilla la Mancha from OX2 AB (publ) (OM:OX2) on November 21, 2023. The sale is OX2’s first in Spain and will be recorded in the fourth quarter of 2023.
Price Target Changed • Nov 21Price target decreased by 11% to kr105Down from kr118, the current price target is an average from 2 analysts. New target price is 117% above last closing price of kr48.38. Stock is down 38% over the past year. The company is forecast to post earnings per share of kr4.26 for next year compared to kr4.01 last year.
お知らせ • Nov 17OX2 AB (publ) Announces Board AppointmentsOX2 AB (publ) announced it's Annual General Meeting 2024 will be held in Stockholm on 14 May 2024. The Nomination Committee for the Annual General Meeting 2024 has been appointed based on the shareholding structure as of 31 August 2023 and is composed of: Johan Wieslander (Chairman), appointed by Peas Industries, Jesper Bergström, appointed by Handelsbanken Fonder, and Peter Lagerlöf, appointed by Lannebo Fonder. In addition, the Chairman of the Board of Directors of OX2, Johan Ihrfelt, is a member of the Nomination Committee.
Valuation Update With 7 Day Price Move • Nov 03Investor sentiment improves as stock rises 19%After last week's 19% share price gain to kr49.38, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 8x in the Construction industry in Sweden. Total loss to shareholders of 42% over the past year.
分析記事 • Nov 01Downgrade: What You Need To Know About The Latest OX2 AB (publ) (STO:OX2) ForecastsThe latest analyst coverage could presage a bad day for OX2 AB (publ) ( STO:OX2 ), with the covering analyst making...
Reported Earnings • Oct 26Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2023 results: EPS: kr1.32 (up from kr0.16 in 3Q 2022). Revenue: kr2.33b (flat on 3Q 2022). Net income: kr360.0m (up kr316.0m from 3Q 2022). Profit margin: 16% (up from 1.9% in 3Q 2022). Revenue missed analyst estimates by 6.5%. Earnings per share (EPS) exceeded analyst estimates by 103%. Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Construction industry in Sweden.
お知らせ • Oct 05+ 2 more updatesOX2 AB (publ) to Report Q3, 2024 Results on Oct 23, 2024OX2 AB (publ) announced that they will report Q3, 2024 results on Oct 23, 2024
Valuation Update With 7 Day Price Move • Sep 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to kr44.60, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 10x in the Construction industry in Sweden. Total loss to shareholders of 55% over the past year.
分析記事 • Jul 23Capital Allocation Trends At OX2 (STO:OX2) Aren't IdealIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
Reported Earnings • Jul 21Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2023 results: EPS: kr0.92 (down from kr1.12 in 2Q 2022). Revenue: kr2.20b (up 50% from 2Q 2022). Net income: kr251.0m (down 17% from 2Q 2022). Profit margin: 11% (down from 21% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 17%. Earnings per share (EPS) missed analyst estimates by 25%. Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Construction industry in Sweden.
お知らせ • Jul 04OX2 AB (publ) Announces Resignation of Jan Frykhammar as Board of Director and Member of Audit CommitteeJan Frykhammar has informed the board of directors of OX2 AB (publ) that he resigns as member of the board from July 3, 2023. Jan Frykhammar has notified the Board that he will be resigning for personal matters. Jan Frykhammar will also be leaving the OX2 Audit Committee.
分析記事 • Jun 14If EPS Growth Is Important To You, OX2 (STO:OX2) Presents An OpportunityInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Major Estimate Revision • May 23Consensus EPS estimates increase by 14%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate increased from kr3.36 to kr3.84. Revenue forecast steady at kr11.1b. Net income forecast to grow 1.0% next year vs 7.4% growth forecast for Construction industry in Sweden. Consensus price target of kr115 unchanged from last update. Share price was steady at kr71.05 over the past week.
お知らせ • May 17Petter Samlin Do Not Stand for Re-Election as Director of OX2 AB (publ)OX2 AB (publ) at its AGM held on May 16, 2023, announced that Petter Samlin had declined re-election as Director.
お知らせ • May 14Ingka Investments agreed to acquire three offshore wind projects in Finland from OX2 AB (publ) (OM:OX2).Ingka Investments agreed to acquire three offshore wind projects in Finland from OX2 AB (publ) (OM:OX2) on May 12, 2023. The transaction is subject to customary competition merger filing requirements and is expected to be completed within two months.
お知らせ • May 09OX2 AB (publ) (OM:OX2) completed the acquisition of ESCO Pacific Pty Ltd from The Shell Petroleum Company Limited, Steve Rademaker and private investors.OX2 AB (publ) (OM:OX2) agreed to acquire ESCO Pacific Pty Ltd from The Shell Petroleum Company Limited, Steve Rademaker and private investors for approximately AUD 140 Million on March 31, 2023. The agreed purchase price amounts to AUD 126 million on a debt free basis. An additional AUD 17 million will be payable contingent upon certain sales and margin targets. Post acquisition, Steve Rademaker will stay with ESCO for two years, initially as Managing Director and thereafter as an advisor to management. The transaction is subject to fulfillment of certain conditions and expected to close by end of April 2023. The transaction is estimated to be EPS accretive in 2024 and beyond. Nick Baker of Herbert Smith Freehills acted as legal advisor to ESCO Pacific Pty Ltd. PWC acted as financial and legal advisor to OX2 AB. Lazard acted as financial advisor to The Shell Petroleum Company Limited, Steve Rademaker and private investors. OX2 AB (publ) (OM:OX2) completed the acquisition of ESCO Pacific Pty Ltd from The Shell Petroleum Company Limited, Steve Rademaker and private investors on May 8, 2023.
Major Estimate Revision • May 05Consensus EPS estimates fall by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from kr11.4b to kr11.2b. EPS estimate also fell from kr3.43 per share to kr2.62 per share. Net income forecast to shrink 0.4% next year vs 6.2% growth forecast for Construction industry in Sweden . Consensus price target down from kr118 to kr115. Share price fell 11% to kr71.25 over the past week.
Reported Earnings • Apr 08Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: EPS: kr4.01 (up from kr1.28 in FY 2021). Revenue: kr7.64b (up 53% from FY 2021). Net income: kr1.09b (up 227% from FY 2021). Profit margin: 14% (up from 6.7% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 7.8%. Earnings per share (EPS) exceeded analyst estimates by 21%. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Construction industry in Sweden.
分析記事 • Mar 21Is There An Opportunity With OX2 AB (publ)'s (STO:OX2) 49% Undervaluation?Key Insights Using the 2 Stage Free Cash Flow to Equity, OX2 fair value estimate is kr147 Current share price of...
Major Estimate Revision • Mar 05Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from kr4.16 to kr3.47 per share. Revenue forecast steady at kr11.4b. Net income forecast to shrink 14% next year vs 5.2% growth forecast for Construction industry in Sweden . Consensus price target of kr118 unchanged from last update. Share price fell 5.8% to kr72.85 over the past week.
Reported Earnings • Feb 23Full year 2022 earnings released: EPS: kr4.01 (vs kr1.28 in FY 2021)Full year 2022 results: EPS: kr4.01 (up from kr1.28 in FY 2021). Revenue: kr7.64b (up 53% from FY 2021). Net income: kr1.09b (up 227% from FY 2021). Profit margin: 14% (up from 6.7% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 34% p.a. on average during the next 2 years, compared to a 6.1% growth forecast for the Construction industry in Sweden.
分析記事 • Feb 11Be Wary Of OX2 (STO:OX2) And Its Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Recent Insider Transactions • Jan 23Director recently sold kr1.7m worth of stockOn the 18th of January, Birgit Anna-Karin Celsing sold around 20k shares on-market at roughly kr85.09 per share. This transaction amounted to 9.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of kr35m more than they bought in the last 12 months.
分析記事 • Jan 20If EPS Growth Is Important To You, OX2 (STO:OX2) Presents An OpportunityThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
お知らせ • Jan 10OX2 AB (publ) (OM:OX2) entered into an agreement to acquire 152 MW solar power portfolio in Andalusia from UAB Green Genius.OX2 AB (publ) (OM:OX2) entered into an agreement to acquire 152 MW solar power portfolio in Andalusia from UAB Green Genius on January 09, 2023. J&A Garrigues, S.L.P. acted as the legal advisor to Green Genius.
Reported Earnings • Oct 27Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: kr0.16 (up from kr0.055 in 3Q 2021). Revenue: kr2.31b (up 285% from 3Q 2021). Net income: kr44.0m (up 193% from 3Q 2021). Profit margin: 1.9% (down from 2.5% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates significantly. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Construction industry in Sweden.
Valuation Update With 7 Day Price Move • Oct 17Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to kr67.65, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 12x in the Construction industry in Sweden. Total returns to shareholders of 21% over the past year.
分析記事 • Oct 12Be Wary Of OX2 (STO:OX2) And Its Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
分析記事 • Sep 15With EPS Growth And More, OX2 (STO:OX2) Makes An Interesting CaseFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Price Target Changed • Sep 02Price target increased to kr118Up from kr108, the current price target is an average from 2 analysts. New target price is 23% above last closing price of kr95.40. Stock is up 74% over the past year. The company is forecast to post earnings per share of kr3.60 for next year compared to kr1.28 last year.
Major Estimate Revision • Aug 31Consensus EPS estimates increase by 33%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from kr7.76b to kr8.02b. EPS estimate increased from kr2.06 to kr2.75 per share. Net income forecast to grow 11% next year vs 9.1% growth forecast for Construction industry in Sweden. Consensus price target up from kr108 to kr115. Share price fell 2.2% to kr95.20 over the past week.
Price Target Changed • Aug 30Price target increased to kr115Up from kr103, the current price target is an average from 2 analysts. New target price is 17% above last closing price of kr98.15. Stock is up 73% over the past year. The company is forecast to post earnings per share of kr2.06 for next year compared to kr1.28 last year.
Major Estimate Revision • Aug 16Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from kr8.43b to kr7.76b. EPS estimate also fell from kr2.33 per share to kr2.06 per share. Net income forecast to shrink 1.9% next year vs 6.7% growth forecast for Construction industry in Sweden . Consensus price target up from kr103 to kr108. Share price fell 7.5% to kr94.35 over the past week.
Major Estimate Revision • Aug 05Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from kr1.57 to kr2.33. Revenue forecast unchanged at kr8.43b. Net income forecast to grow 4.3% next year vs 6.7% growth forecast for Construction industry in Sweden. Consensus price target up from kr83.50 to kr103. Share price rose 3.6% to kr103 over the past week.
Price Target Changed • Aug 01Price target increased to kr103Up from kr80.00, the current price target is an average from 2 analysts. New target price is 5.3% above last closing price of kr97.30. Stock is up 62% over the past year. The company is forecast to post earnings per share of kr1.57 for next year compared to kr1.28 last year.
Reported Earnings • Jul 29First quarter 2022 earnings released: EPS: kr0.41 (vs kr0.19 in 1Q 2021)First quarter 2022 results: EPS: kr0.41 (up from kr0.19 in 1Q 2021). Revenue: kr1.62b (up 62% from 1Q 2021). Net income: kr111.0m (up 131% from 1Q 2021). Profit margin: 6.8% (up from 4.8% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 55%, compared to a 17% growth forecast for the industry in Sweden.
Valuation Update With 7 Day Price Move • Jul 29Investor sentiment improved over the past weekAfter last week's 16% share price gain to kr99.60, the stock trades at a forward P/E ratio of 54x. Average forward P/E is 13x in the Construction industry in Sweden. Total returns to shareholders of 70% over the past year.
Valuation Update With 7 Day Price Move • Jul 12Investor sentiment improved over the past weekAfter last week's 17% share price gain to kr88.40, the stock trades at a forward P/E ratio of 49x. Average forward P/E is 13x in the Construction industry in Sweden. Total returns to shareholders of 52% over the past year.
分析記事 • Jul 03There Are Reasons To Feel Uneasy About OX2's (STO:OX2) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
Major Estimate Revision • Jun 29Consensus EPS estimates increase by 19%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from kr7.20b to kr7.84b. EPS estimate increased from kr1.33 to kr1.58 per share. Net income forecast to grow 25% next year vs 14% growth forecast for Construction industry in Sweden. Consensus price target broadly unchanged at kr80.00. Share price rose 13% to kr79.10 over the past week.
Valuation Update With 7 Day Price Move • Jun 14Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to kr70.20, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 14x in the Construction industry in Sweden.
分析記事 • May 05We Think You Should Be Aware Of Some Concerning Factors In OX2's (STO:OX2) EarningsThe recent earnings posted by OX2 AB (publ) ( STO:OX2 ) were solid, but the stock didn't move as much as we expected...
分析記事 • Apr 30OX2 AB (publ) Just Missed Revenue By 5.5%: Here's What Analysts Think Will Happen NextShareholders might have noticed that OX2 AB (publ) ( STO:OX2 ) filed its quarterly result this time last week. The...
Reported Earnings • Apr 29First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: EPS: kr0.41 (up from kr0.19 in 1Q 2021). Revenue: kr1.62b (up 62% from 1Q 2021). Net income: kr111.0m (up 132% from 1Q 2021). Profit margin: 6.8% (up from 4.8% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 5.5%. Earnings per share (EPS) exceeded analyst estimates by 66%. Over the next year, revenue is forecast to grow 49%, compared to a 29% growth forecast for the industry in Sweden.
Major Estimate Revision • Apr 28Consensus EPS estimates increase by 19%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from kr7.29b to kr7.57b. EPS estimate increased from kr1.37 to kr1.62 per share. Net income forecast to grow 11% next year vs 11% growth forecast for Construction industry in Sweden. Consensus price target up from kr71.50 to kr77.50. Share price fell 2.4% to kr73.90 over the past week.
Major Estimate Revision • Apr 20Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from kr1.19 to kr1.37. Revenue forecast steady at kr7.29b. Net income forecast to grow 11% next year vs 11% growth forecast for Construction industry in Sweden. Consensus price target up from kr69.50 to kr71.50. Share price rose 3.1% to kr87.00 over the past week.