View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active.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 EventsSvitzer Group 향후 성장Future 기준 점검 2/6Svitzer Group (는) 각각 연간 11.8% 및 3.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 11.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 8.2% 로 예상됩니다.핵심 정보11.8%이익 성장률11.76%EPS 성장률Infrastructure 이익 성장6.0%매출 성장률3.2%향후 자기자본이익률8.24%애널리스트 커버리지Low마지막 업데이트08 Apr 2025최근 향후 성장 업데이트공시 • Mar 05Svitzer Group A/S Provides Earnings Guidance for the Full Year 2025Svitzer Group A/S provided earnings guidance for the full year 2025. for the year, the company expects s revenue measured in constant exchange rates to grow by around 1%-5% compared to 2024.Major Estimate Revision • Aug 23Consensus EPS estimates fall by 29%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from kr.6.13b to kr.6.24b. EPS estimate fell from kr.19.39 to kr.13.68 per share. Net income forecast to shrink 21% next year vs 9.0% growth forecast for Infrastructure industry in Denmark . Consensus price target up from kr.310 to kr.322. Share price was steady at kr.269 over the past week.Major Estimate Revision • Aug 21Consensus EPS estimates fall by 30%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from kr.6.13b to kr.6.25b. EPS estimate fell from kr.19.39 to kr.13.50 per share. Net income forecast to shrink 21% next year vs 11% growth forecast for Infrastructure industry in Denmark . Consensus price target up from kr.310 to kr.323. Share price rose 4.4% to kr.267 over the past week.공시 • Aug 14Svitzer Group A/S Provides Earnings Guidance for the Year 2024Svitzer Group A/S provided earnings guidance for the year 2024. For the period, Company expects revenue growth in constant exchange rates to be in the upper end of previously communicated range of around 6.0%- 7.5%.공시 • Jun 20Svitzer Group A/S Revises Earnings Guidance for the Year 2024Svitzer Group A/S revised earnings guidance for the year 2024. The company adjusts its financial outlook for 2024. Revenue is now expected to grow by around 6.0% to 7.5%, measured in constant exchange rates (previously 3.5% to 5.0%). The adjustment of the financial outlook is driven by developments during the first part of 2024 that are expected to continue having a positive impact in the remaining part of the year. The average towage service tariffs have increased more than anticipated to offset high inflationary pressure and continued high fuel prices. This is a main growth driver for revenue. Further, during 2023, Svitzer secured contracts for a number of vessels within terminal towage. These operations have become effective slightly earlier than anticipated impacting financial results positively in 2024.모든 업데이트 보기Recent updates공시 • May 20Svitzer Group A/S(CPSE:SVITZR) dropped from S&P Global BMI IndexSvitzer Group A/S(CPSE:SVITZR) dropped from S&P Global BMI Index공시 • May 15Apmh Invest A/S completed the acquisition of remaining 53.02% stake in Svitzer Group A/S (CPSE:SVITZR) from A.P. Møller Og Hustru Chastine Mckinney Møllers Familiefond and Den A.P. Møllerske Støttefond.Apmh Invest A/S proposed to acquire remaining 53.02% stake in Svitzer Group A/S (CPSE:SVITZR) from A.P. Møller Og Hustru Chastine Mckinney Møllers Familiefond and Den A.P. Møllerske Støttefond for DKK 4.8 billion on April 2, 2025. As part of the acquisition, Apmh Invest A/S will acquire 16.7 million shares at a price of DKK 285 per share, subject to adjustment for any dividend or other distributions paid by Svitzer prior to completion of the Offer, including the ordinary dividend of DKK 8 per share proposed by Svitzer’s Board of Directors for resolution at Svitzer’s annual general meeting on April 10, 2025 (the 2025 Ordinary Dividend). Subject to the 2025 Ordinary Dividend being the only such distribution to the shareholders, the Offer Price will be reduced by DKK 8.00 per share to DKK 277 per share. A.P. Møller og Hustru Chastine McKinney Møllers Familiefond (the Family Foundation) and Den A.P. Møllerske Støttefond (the Relief Foundation) have, subject to certain customary conditions, signed irrevocable undertakings to accept the Offer in respect of shares accounting for 9.9% and 4.1%, respectively, of the share capital and voting rights of Svitzer. Upon completion, Svitzer will remain an independent company with its current management and strategy and will continue to operate under the name and brand. Furthermore, there are no intentions to implement any material changes for the employees of the Svitzer Group or general employment terms as a result of completion of the Offer. If, upon completion of the Offer, Apmh Invest A/S holds more than 90% of the share capital and voting rights of Svitzer (excluding any Svitzer treasury shares), Apmh Invest A/S intends to initiate and complete a compulsory acquisition of Svitzer’s remaining shares in accordance with the rules of the Danish Companies Act. The transaction has been financed through existing funds. As of April 24, 2025, APMH Invest reminds all shareholders of the expiry of the offer period for APMH Invest’s all-cash recommended purchase offer for the shares in Svitzer. The offer period commences today and expires on April 30, 2025. The Offer Period may be extended in accordance with the terms and conditions set out in the Offer Document. The Offer is subject to a number of customary conditions, including Apmh Invest A/S owning or having received valid acceptances from shareholders with respect to shares representing in aggregate more than 90% of the share capital and voting rights of Svitzer, absence of material adverse change and obtaining the necessary regulatory approvals and clearances from the Swedish Inspectorate of Strategic Products and the Secretary of State in the United Kingdom. The deal has been unanimously approved by the board of directors of Svitzer Group A/S and unanimously decided to recommend shareholders in Svitzer to accept the Offer. Apmh Invest A/S expects the Offer to be completed on or around May 2, 2025, with settlement on that date and pay date expected on May 6, 2025. As of May 1, 2025, APMHI has informed Svitzer of its decision to extend the offer period of the Offer to expire on May 14, 2025, at 5:00 p.m. CEST as the extension is required to obtain the necessary approval and clearance from the Secretary of State in the United Kingdom in accordance with the National Security and Investment Act 2021. UK Secretary of State, all regulatory approvals and conditions necessary for the completion of the offer have now been obtained. Citigroup Global Markets Europe AG acted as financial advisor to Svitzer Group A/S. Citigroup Global Markets Europe AG acted as fairness opinion provider to Svitzer Group A/S. Kromann Reumert acted as legal advisor to Svitzer Group A/S. Danske Bank A/S (CPSE:DANSKE) acted as financial advisor to Apmh Invest A/S. Gorrissen Federspiel I/S acted as legal advisor to Apmh Invest A/S. Apmh Invest A/S completed the acquisition of remaining 53.02% stake in Svitzer Group A/S (CPSE:SVITZR) from A.P. Møller Og Hustru Chastine Mckinney Møllers Familiefond and Den A.P. Møllerske Støttefond on May 14, 2025. Based on the preliminary result and summation of acceptances, APMHI will, together with its current holding of Shares, as a result of the Offer, hold approximately 93.4% of the share capital and voting rights in Svitzer. Completion of the Offer and the final result of the Offer are expected to be announced on May 16, 2025.공시 • May 06Svitzer Group A/S(CPSE:SVITZR) dropped from OMX Nordic All-Share IndexSvitzer Group A/S has been dropped from the OMX Nordic All-Share Index.새로운 내러티브 • May 04Demerger And Panama Canal Contracts Will Streamline Core Operations Separate listing and focus on core operations may streamline costs and improve net margins. Board Change • May 01High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. Vice Chairman Robert Uggla is the most experienced director on the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.공시 • Apr 12Svitzer Group A/S Elects Ghim Siew Ho as Member of the Board of DirectorsSvitzer Group A/S announced that at its AGM held on 10 April 2025, Ghim Siew Ho was elected as new member of the Board of Directors.New Risk • Apr 02New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Danish stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risks High level of debt (44% net debt to equity). Profit margins are more than 30% lower than last year (6.0% net profit margin).공시 • Apr 02Apmh Invest A/S proposed to acquire remaining 53.02% stake in Svitzer Group A/S (CPSE:SVITZR) from A.P. Møller Og Hustru Chastine Mckinney Møllers Familiefond and Den A.P. Møllerske Støttefond for DKK 4.8 billion.Apmh Invest A/S proposed to acquire remaining 53.02% stake in Svitzer Group A/S (CPSE:SVITZR) from A.P. Møller Og Hustru Chastine Mckinney Møllers Familiefond and Den A.P. Møllerske Støttefond for DKK 4.8 billion on April 2, 2025. As part of the acquisition, Apmh Invest A/S will acquire 16.7 million shares at a price of DKK 285 per share, subject to adjustment for any dividend or other distributions paid by Svitzer prior to completion of the Offer, including the ordinary dividend of DKK 8 per share proposed by Svitzer’s Board of Directors for resolution at Svitzer’s annual general meeting on April 10, 2025 (the 2025 Ordinary Dividend). Subject to the 2025 Ordinary Dividend being the only such distribution to the shareholders, the Offer Price will be reduced by DKK 8.00 per share to DKK 277 per share. A.P. Møller og Hustru Chastine McKinney Møllers Familiefond (the Family Foundation) and Den A.P. Møllerske Støttefond (the Relief Foundation) have, subject to certain customary conditions, signed irrevocable undertakings to accept the Offer in respect of shares accounting for 9.9% and 4.1%, respectively, of the share capital and voting rights of Svitzer. Upon completion, Svitzer will remain an independent company with its current management and strategy and will continue to operate under the name and brand. Furthermore, there are no intentions to implement any material changes for the employees of the Svitzer Group or general employment terms as a result of completion of the Offer. If, upon completion of the Offer, Apmh Invest A/S holds more than 90% of the share capital and voting rights of Svitzer (excluding any Svitzer treasury shares), Apmh Invest A/S intends to initiate and complete a compulsory acquisition of Svitzer’s remaining shares in accordance with the rules of the Danish Companies Act. The transaction has been financed through existing funds. The offer period commences today and expires on April 30, 2025. The Offer Period may be extended in accordance with the terms and conditions set out in the Offer Document. The Offer is subject to a number of customary conditions, including Apmh Invest A/S owning or having received valid acceptances from shareholders with respect to shares representing in aggregate more than 90% of the share capital and voting rights of Svitzer, absence of material adverse change and obtaining the necessary regulatory approvals and clearances from the Swedish Inspectorate of Strategic Products and the Secretary of State in the United Kingdom. The deal has been unanimously approved by the board of directors of Svitzer Group A/S and unanimously decided to recommend shareholders in Svitzer to accept the Offer. Apmh Invest A/S expects the Offer to be completed on or around May 2, 2025 with settlement on that date and pay date expected on May 6, 2025. Citigroup Global Markets Europe AG acted as financial advisor to Svitzer Group A/S. Citigroup Global Markets Europe AG acted as fairness opinion provider to Svitzer Group A/S. Kromann Reumert acted as legal advisor to Svitzer Group A/S. Danske Bank A/S (CPSE:DANSKE) acted as financial advisor to Apmh Invest A/S. Gorrissen Federspiel I/S acted as legal advisor to Apmh Invest A/S.Valuation Update With 7 Day Price Move • Apr 02Investor sentiment improves as stock rises 24%After last week's 24% share price gain to kr.282, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Infrastructure industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at kr.270 per share.공시 • Mar 28Svitzer Group A/S announces Annual dividend, payable on April 15, 2025Svitzer Group A/S announced Annual dividend of DKK 8.0000 per share payable on April 15, 2025, ex-date on April 11, 2025 and record date on April 14, 2025.New Risk • Mar 13New minor risk - Dividend sustainabilityThe company has a short dividend paying track record. Less than a year of continuous dividend payments. Dividend yield: 3.7% This is considered a minor risk. For dividend focussed investors, companies that have not established a long-term track record of consistently maintaining or growing dividends are less attractive than those companies that have a long track record. Those that have a long track record have proven their underlying business is stable enough to consistently maintain or grow the dividend and that the company considers maintaining the dividend to be one of its priorities. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks High level of debt (44% net debt to equity). Short dividend paying track record (less than a year of continuous dividend payments). Profit margins are more than 30% lower than last year (6.0% net profit margin).Reported Earnings • Mar 06Full year 2024 earnings released: EPS: kr.11.96 (vs kr.419 in FY 2023)Full year 2024 results: EPS: kr.11.96 (down from kr.419 in FY 2023). Revenue: kr.6.32b (up 9.2% from FY 2023). Net income: kr.377.0m (down 47% from FY 2023). Profit margin: 6.0% (down from 12% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Infrastructure industry in Europe.공시 • Mar 06Svitzer Group A/S Proposes Dividend for the Financial Year Ended December 31, 2024Svitzer Group A/S at its AGM to be held on April 10, 2025 proposed a dividend of DKK 8.00 per share. The proposal corresponds to a payout ratio of 50% (excluding separation and listing costs) for the financial year ended December 31, 2024.공시 • Mar 05Svitzer Group A/S Provides Earnings Guidance for the Full Year 2025Svitzer Group A/S provided earnings guidance for the full year 2025. for the year, the company expects s revenue measured in constant exchange rates to grow by around 1%-5% compared to 2024.Buy Or Sell Opportunity • Mar 05Now 35% overvalued after recent price riseOver the last 90 days, the stock has risen 2.1% to kr.233. The fair value is estimated to be kr.173, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.2% over the last year. Earnings per share has grown by 6.5%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings are also forecast to grow by 3.5% per annum over the same time period.Buy Or Sell Opportunity • Jan 30Now 23% overvaluedOver the last 90 days, the stock has fallen 11% to kr.214. The fair value is estimated to be kr.174, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.2% over the last year. Earnings per share has grown by 6.5%. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings are also forecast to grow by 4.5% per annum over the same time period.공시 • Nov 15Svitzer Group A/S, Annual General Meeting, Apr 10, 2025Svitzer Group A/S, Annual General Meeting, Apr 10, 2025.공시 • Nov 12+ 1 more updateSvitzer Group A/S to Report First Half, 2025 Results on Aug 26, 2025Svitzer Group A/S announced that they will report first half, 2025 results on Aug 26, 2025분석 기사 • Sep 26Does Svitzer Group (CPH:SVITZR) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Major Estimate Revision • Aug 23Consensus EPS estimates fall by 29%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from kr.6.13b to kr.6.24b. EPS estimate fell from kr.19.39 to kr.13.68 per share. Net income forecast to shrink 21% next year vs 9.0% growth forecast for Infrastructure industry in Denmark . Consensus price target up from kr.310 to kr.322. Share price was steady at kr.269 over the past week.Major Estimate Revision • Aug 21Consensus EPS estimates fall by 30%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from kr.6.13b to kr.6.25b. EPS estimate fell from kr.19.39 to kr.13.50 per share. Net income forecast to shrink 21% next year vs 11% growth forecast for Infrastructure industry in Denmark . Consensus price target up from kr.310 to kr.323. Share price rose 4.4% to kr.267 over the past week.Reported Earnings • Aug 16First half 2024 earnings releasedFirst half 2024 results: EPS: kr.4.09. Net income: kr.129.0m (up kr.129.0m from 1H 2023). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Infrastructure industry in Europe.공시 • Aug 14Svitzer Group A/S Provides Earnings Guidance for the Year 2024Svitzer Group A/S provided earnings guidance for the year 2024. For the period, Company expects revenue growth in constant exchange rates to be in the upper end of previously communicated range of around 6.0%- 7.5%.공시 • Jun 21Svitzer Group A/S to Report Q2, 2024 Results on Aug 14, 2024Svitzer Group A/S announced that they will report Q2, 2024 results on Aug 14, 2024공시 • Jun 20Svitzer Group A/S Revises Earnings Guidance for the Year 2024Svitzer Group A/S revised earnings guidance for the year 2024. The company adjusts its financial outlook for 2024. Revenue is now expected to grow by around 6.0% to 7.5%, measured in constant exchange rates (previously 3.5% to 5.0%). The adjustment of the financial outlook is driven by developments during the first part of 2024 that are expected to continue having a positive impact in the remaining part of the year. The average towage service tariffs have increased more than anticipated to offset high inflationary pressure and continued high fuel prices. This is a main growth driver for revenue. Further, during 2023, Svitzer secured contracts for a number of vessels within terminal towage. These operations have become effective slightly earlier than anticipated impacting financial results positively in 2024.공시 • May 03+ 4 more updatesSvitzer Group A/S(CPSE:SVITZR) dropped from S&P International 700Svitzer Group A/S(CPSE:SVITZR) dropped from S&P International 700이익 및 매출 성장 예측CPSE:SVITZR - 애널리스트 향후 추정치 및 과거 재무 데이터 (DKK Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20277,0816383971,838412/31/20266,8036293371,747512/31/20256,5555912911,679412/31/20246,3203774931,474N/A9/30/20246,2065122041,453N/A6/30/20246,092658-851,431N/A3/31/20245,939682-671,424N/A12/31/20235,786694-491,416N/A12/31/20225,4765981381,291N/A12/31/20214,6535373081,252N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: SVITZR 의 연간 예상 수익 증가율(11.8%)이 saving rate(1.3%)보다 높습니다.수익 vs 시장: SVITZR 의 연간 수익(11.8%)이 Danish 시장(9.2%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: SVITZR 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: SVITZR 의 수익(연간 3.2%)이 Danish 시장(연간 3.7%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: SVITZR 의 수익(연간 3.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: SVITZR의 자본 수익률은 3년 후 8.2%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTransportation 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2025/05/15 15:45종가2025/05/15 00:00수익2024/12/31연간 수익2024/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Svitzer Group A/S는 1명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Hugo WatkinsBNP Paribas
공시 • Mar 05Svitzer Group A/S Provides Earnings Guidance for the Full Year 2025Svitzer Group A/S provided earnings guidance for the full year 2025. for the year, the company expects s revenue measured in constant exchange rates to grow by around 1%-5% compared to 2024.
Major Estimate Revision • Aug 23Consensus EPS estimates fall by 29%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from kr.6.13b to kr.6.24b. EPS estimate fell from kr.19.39 to kr.13.68 per share. Net income forecast to shrink 21% next year vs 9.0% growth forecast for Infrastructure industry in Denmark . Consensus price target up from kr.310 to kr.322. Share price was steady at kr.269 over the past week.
Major Estimate Revision • Aug 21Consensus EPS estimates fall by 30%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from kr.6.13b to kr.6.25b. EPS estimate fell from kr.19.39 to kr.13.50 per share. Net income forecast to shrink 21% next year vs 11% growth forecast for Infrastructure industry in Denmark . Consensus price target up from kr.310 to kr.323. Share price rose 4.4% to kr.267 over the past week.
공시 • Aug 14Svitzer Group A/S Provides Earnings Guidance for the Year 2024Svitzer Group A/S provided earnings guidance for the year 2024. For the period, Company expects revenue growth in constant exchange rates to be in the upper end of previously communicated range of around 6.0%- 7.5%.
공시 • Jun 20Svitzer Group A/S Revises Earnings Guidance for the Year 2024Svitzer Group A/S revised earnings guidance for the year 2024. The company adjusts its financial outlook for 2024. Revenue is now expected to grow by around 6.0% to 7.5%, measured in constant exchange rates (previously 3.5% to 5.0%). The adjustment of the financial outlook is driven by developments during the first part of 2024 that are expected to continue having a positive impact in the remaining part of the year. The average towage service tariffs have increased more than anticipated to offset high inflationary pressure and continued high fuel prices. This is a main growth driver for revenue. Further, during 2023, Svitzer secured contracts for a number of vessels within terminal towage. These operations have become effective slightly earlier than anticipated impacting financial results positively in 2024.
공시 • May 20Svitzer Group A/S(CPSE:SVITZR) dropped from S&P Global BMI IndexSvitzer Group A/S(CPSE:SVITZR) dropped from S&P Global BMI Index
공시 • May 15Apmh Invest A/S completed the acquisition of remaining 53.02% stake in Svitzer Group A/S (CPSE:SVITZR) from A.P. Møller Og Hustru Chastine Mckinney Møllers Familiefond and Den A.P. Møllerske Støttefond.Apmh Invest A/S proposed to acquire remaining 53.02% stake in Svitzer Group A/S (CPSE:SVITZR) from A.P. Møller Og Hustru Chastine Mckinney Møllers Familiefond and Den A.P. Møllerske Støttefond for DKK 4.8 billion on April 2, 2025. As part of the acquisition, Apmh Invest A/S will acquire 16.7 million shares at a price of DKK 285 per share, subject to adjustment for any dividend or other distributions paid by Svitzer prior to completion of the Offer, including the ordinary dividend of DKK 8 per share proposed by Svitzer’s Board of Directors for resolution at Svitzer’s annual general meeting on April 10, 2025 (the 2025 Ordinary Dividend). Subject to the 2025 Ordinary Dividend being the only such distribution to the shareholders, the Offer Price will be reduced by DKK 8.00 per share to DKK 277 per share. A.P. Møller og Hustru Chastine McKinney Møllers Familiefond (the Family Foundation) and Den A.P. Møllerske Støttefond (the Relief Foundation) have, subject to certain customary conditions, signed irrevocable undertakings to accept the Offer in respect of shares accounting for 9.9% and 4.1%, respectively, of the share capital and voting rights of Svitzer. Upon completion, Svitzer will remain an independent company with its current management and strategy and will continue to operate under the name and brand. Furthermore, there are no intentions to implement any material changes for the employees of the Svitzer Group or general employment terms as a result of completion of the Offer. If, upon completion of the Offer, Apmh Invest A/S holds more than 90% of the share capital and voting rights of Svitzer (excluding any Svitzer treasury shares), Apmh Invest A/S intends to initiate and complete a compulsory acquisition of Svitzer’s remaining shares in accordance with the rules of the Danish Companies Act. The transaction has been financed through existing funds. As of April 24, 2025, APMH Invest reminds all shareholders of the expiry of the offer period for APMH Invest’s all-cash recommended purchase offer for the shares in Svitzer. The offer period commences today and expires on April 30, 2025. The Offer Period may be extended in accordance with the terms and conditions set out in the Offer Document. The Offer is subject to a number of customary conditions, including Apmh Invest A/S owning or having received valid acceptances from shareholders with respect to shares representing in aggregate more than 90% of the share capital and voting rights of Svitzer, absence of material adverse change and obtaining the necessary regulatory approvals and clearances from the Swedish Inspectorate of Strategic Products and the Secretary of State in the United Kingdom. The deal has been unanimously approved by the board of directors of Svitzer Group A/S and unanimously decided to recommend shareholders in Svitzer to accept the Offer. Apmh Invest A/S expects the Offer to be completed on or around May 2, 2025, with settlement on that date and pay date expected on May 6, 2025. As of May 1, 2025, APMHI has informed Svitzer of its decision to extend the offer period of the Offer to expire on May 14, 2025, at 5:00 p.m. CEST as the extension is required to obtain the necessary approval and clearance from the Secretary of State in the United Kingdom in accordance with the National Security and Investment Act 2021. UK Secretary of State, all regulatory approvals and conditions necessary for the completion of the offer have now been obtained. Citigroup Global Markets Europe AG acted as financial advisor to Svitzer Group A/S. Citigroup Global Markets Europe AG acted as fairness opinion provider to Svitzer Group A/S. Kromann Reumert acted as legal advisor to Svitzer Group A/S. Danske Bank A/S (CPSE:DANSKE) acted as financial advisor to Apmh Invest A/S. Gorrissen Federspiel I/S acted as legal advisor to Apmh Invest A/S. Apmh Invest A/S completed the acquisition of remaining 53.02% stake in Svitzer Group A/S (CPSE:SVITZR) from A.P. Møller Og Hustru Chastine Mckinney Møllers Familiefond and Den A.P. Møllerske Støttefond on May 14, 2025. Based on the preliminary result and summation of acceptances, APMHI will, together with its current holding of Shares, as a result of the Offer, hold approximately 93.4% of the share capital and voting rights in Svitzer. Completion of the Offer and the final result of the Offer are expected to be announced on May 16, 2025.
공시 • May 06Svitzer Group A/S(CPSE:SVITZR) dropped from OMX Nordic All-Share IndexSvitzer Group A/S has been dropped from the OMX Nordic All-Share Index.
새로운 내러티브 • May 04Demerger And Panama Canal Contracts Will Streamline Core Operations Separate listing and focus on core operations may streamline costs and improve net margins.
Board Change • May 01High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. Vice Chairman Robert Uggla is the most experienced director on the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
공시 • Apr 12Svitzer Group A/S Elects Ghim Siew Ho as Member of the Board of DirectorsSvitzer Group A/S announced that at its AGM held on 10 April 2025, Ghim Siew Ho was elected as new member of the Board of Directors.
New Risk • Apr 02New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Danish stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risks High level of debt (44% net debt to equity). Profit margins are more than 30% lower than last year (6.0% net profit margin).
공시 • Apr 02Apmh Invest A/S proposed to acquire remaining 53.02% stake in Svitzer Group A/S (CPSE:SVITZR) from A.P. Møller Og Hustru Chastine Mckinney Møllers Familiefond and Den A.P. Møllerske Støttefond for DKK 4.8 billion.Apmh Invest A/S proposed to acquire remaining 53.02% stake in Svitzer Group A/S (CPSE:SVITZR) from A.P. Møller Og Hustru Chastine Mckinney Møllers Familiefond and Den A.P. Møllerske Støttefond for DKK 4.8 billion on April 2, 2025. As part of the acquisition, Apmh Invest A/S will acquire 16.7 million shares at a price of DKK 285 per share, subject to adjustment for any dividend or other distributions paid by Svitzer prior to completion of the Offer, including the ordinary dividend of DKK 8 per share proposed by Svitzer’s Board of Directors for resolution at Svitzer’s annual general meeting on April 10, 2025 (the 2025 Ordinary Dividend). Subject to the 2025 Ordinary Dividend being the only such distribution to the shareholders, the Offer Price will be reduced by DKK 8.00 per share to DKK 277 per share. A.P. Møller og Hustru Chastine McKinney Møllers Familiefond (the Family Foundation) and Den A.P. Møllerske Støttefond (the Relief Foundation) have, subject to certain customary conditions, signed irrevocable undertakings to accept the Offer in respect of shares accounting for 9.9% and 4.1%, respectively, of the share capital and voting rights of Svitzer. Upon completion, Svitzer will remain an independent company with its current management and strategy and will continue to operate under the name and brand. Furthermore, there are no intentions to implement any material changes for the employees of the Svitzer Group or general employment terms as a result of completion of the Offer. If, upon completion of the Offer, Apmh Invest A/S holds more than 90% of the share capital and voting rights of Svitzer (excluding any Svitzer treasury shares), Apmh Invest A/S intends to initiate and complete a compulsory acquisition of Svitzer’s remaining shares in accordance with the rules of the Danish Companies Act. The transaction has been financed through existing funds. The offer period commences today and expires on April 30, 2025. The Offer Period may be extended in accordance with the terms and conditions set out in the Offer Document. The Offer is subject to a number of customary conditions, including Apmh Invest A/S owning or having received valid acceptances from shareholders with respect to shares representing in aggregate more than 90% of the share capital and voting rights of Svitzer, absence of material adverse change and obtaining the necessary regulatory approvals and clearances from the Swedish Inspectorate of Strategic Products and the Secretary of State in the United Kingdom. The deal has been unanimously approved by the board of directors of Svitzer Group A/S and unanimously decided to recommend shareholders in Svitzer to accept the Offer. Apmh Invest A/S expects the Offer to be completed on or around May 2, 2025 with settlement on that date and pay date expected on May 6, 2025. Citigroup Global Markets Europe AG acted as financial advisor to Svitzer Group A/S. Citigroup Global Markets Europe AG acted as fairness opinion provider to Svitzer Group A/S. Kromann Reumert acted as legal advisor to Svitzer Group A/S. Danske Bank A/S (CPSE:DANSKE) acted as financial advisor to Apmh Invest A/S. Gorrissen Federspiel I/S acted as legal advisor to Apmh Invest A/S.
Valuation Update With 7 Day Price Move • Apr 02Investor sentiment improves as stock rises 24%After last week's 24% share price gain to kr.282, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Infrastructure industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at kr.270 per share.
공시 • Mar 28Svitzer Group A/S announces Annual dividend, payable on April 15, 2025Svitzer Group A/S announced Annual dividend of DKK 8.0000 per share payable on April 15, 2025, ex-date on April 11, 2025 and record date on April 14, 2025.
New Risk • Mar 13New minor risk - Dividend sustainabilityThe company has a short dividend paying track record. Less than a year of continuous dividend payments. Dividend yield: 3.7% This is considered a minor risk. For dividend focussed investors, companies that have not established a long-term track record of consistently maintaining or growing dividends are less attractive than those companies that have a long track record. Those that have a long track record have proven their underlying business is stable enough to consistently maintain or grow the dividend and that the company considers maintaining the dividend to be one of its priorities. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks High level of debt (44% net debt to equity). Short dividend paying track record (less than a year of continuous dividend payments). Profit margins are more than 30% lower than last year (6.0% net profit margin).
Reported Earnings • Mar 06Full year 2024 earnings released: EPS: kr.11.96 (vs kr.419 in FY 2023)Full year 2024 results: EPS: kr.11.96 (down from kr.419 in FY 2023). Revenue: kr.6.32b (up 9.2% from FY 2023). Net income: kr.377.0m (down 47% from FY 2023). Profit margin: 6.0% (down from 12% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Infrastructure industry in Europe.
공시 • Mar 06Svitzer Group A/S Proposes Dividend for the Financial Year Ended December 31, 2024Svitzer Group A/S at its AGM to be held on April 10, 2025 proposed a dividend of DKK 8.00 per share. The proposal corresponds to a payout ratio of 50% (excluding separation and listing costs) for the financial year ended December 31, 2024.
공시 • Mar 05Svitzer Group A/S Provides Earnings Guidance for the Full Year 2025Svitzer Group A/S provided earnings guidance for the full year 2025. for the year, the company expects s revenue measured in constant exchange rates to grow by around 1%-5% compared to 2024.
Buy Or Sell Opportunity • Mar 05Now 35% overvalued after recent price riseOver the last 90 days, the stock has risen 2.1% to kr.233. The fair value is estimated to be kr.173, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.2% over the last year. Earnings per share has grown by 6.5%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings are also forecast to grow by 3.5% per annum over the same time period.
Buy Or Sell Opportunity • Jan 30Now 23% overvaluedOver the last 90 days, the stock has fallen 11% to kr.214. The fair value is estimated to be kr.174, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.2% over the last year. Earnings per share has grown by 6.5%. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings are also forecast to grow by 4.5% per annum over the same time period.
공시 • Nov 15Svitzer Group A/S, Annual General Meeting, Apr 10, 2025Svitzer Group A/S, Annual General Meeting, Apr 10, 2025.
공시 • Nov 12+ 1 more updateSvitzer Group A/S to Report First Half, 2025 Results on Aug 26, 2025Svitzer Group A/S announced that they will report first half, 2025 results on Aug 26, 2025
분석 기사 • Sep 26Does Svitzer Group (CPH:SVITZR) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Major Estimate Revision • Aug 23Consensus EPS estimates fall by 29%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from kr.6.13b to kr.6.24b. EPS estimate fell from kr.19.39 to kr.13.68 per share. Net income forecast to shrink 21% next year vs 9.0% growth forecast for Infrastructure industry in Denmark . Consensus price target up from kr.310 to kr.322. Share price was steady at kr.269 over the past week.
Major Estimate Revision • Aug 21Consensus EPS estimates fall by 30%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from kr.6.13b to kr.6.25b. EPS estimate fell from kr.19.39 to kr.13.50 per share. Net income forecast to shrink 21% next year vs 11% growth forecast for Infrastructure industry in Denmark . Consensus price target up from kr.310 to kr.323. Share price rose 4.4% to kr.267 over the past week.
Reported Earnings • Aug 16First half 2024 earnings releasedFirst half 2024 results: EPS: kr.4.09. Net income: kr.129.0m (up kr.129.0m from 1H 2023). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Infrastructure industry in Europe.
공시 • Aug 14Svitzer Group A/S Provides Earnings Guidance for the Year 2024Svitzer Group A/S provided earnings guidance for the year 2024. For the period, Company expects revenue growth in constant exchange rates to be in the upper end of previously communicated range of around 6.0%- 7.5%.
공시 • Jun 21Svitzer Group A/S to Report Q2, 2024 Results on Aug 14, 2024Svitzer Group A/S announced that they will report Q2, 2024 results on Aug 14, 2024
공시 • Jun 20Svitzer Group A/S Revises Earnings Guidance for the Year 2024Svitzer Group A/S revised earnings guidance for the year 2024. The company adjusts its financial outlook for 2024. Revenue is now expected to grow by around 6.0% to 7.5%, measured in constant exchange rates (previously 3.5% to 5.0%). The adjustment of the financial outlook is driven by developments during the first part of 2024 that are expected to continue having a positive impact in the remaining part of the year. The average towage service tariffs have increased more than anticipated to offset high inflationary pressure and continued high fuel prices. This is a main growth driver for revenue. Further, during 2023, Svitzer secured contracts for a number of vessels within terminal towage. These operations have become effective slightly earlier than anticipated impacting financial results positively in 2024.
공시 • May 03+ 4 more updatesSvitzer Group A/S(CPSE:SVITZR) dropped from S&P International 700Svitzer Group A/S(CPSE:SVITZR) dropped from S&P International 700
