LINK Mobility Group Holding ASA

OB:LINK 주식 리포트

시가총액: NOK 7.7b

LINK Mobility Group Holding 경영진

경영진 기준 점검 1/4

LINK Mobility Group Holding CEO는 Thomas Berge, May2022 에 임명되었습니다 의 임기는 4.08 년입니다. 총 연간 보상은 NOK22.22M, 22.7% 급여 및 77.3% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 NOK32.67M 가치에 해당하는 회사 주식의 0.42% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 2.3 년과 0.3 년입니다.

핵심 정보

Thomas Berge

최고경영자

NOK 22.2m

총 보수

CEO 급여 비율22.70%
CEO 재임 기간4.1yrs
CEO 지분 보유율0.4%
경영진 평균 재임 기간2.3yrs
이사회 평균 재임 기간less than a year

최근 경영진 업데이트

Recent updates

내러티브 업데이트 May 18

LINK: Large Stake Purchase Will Support Medium Term M&A Focus

Analysts have trimmed their fair value estimate for LINK Mobility Group Holding from NOK 46.00 to NOK 42.00, citing updated assumptions for revenue growth, profit margins and future P/E expectations. What's in the News An undisclosed buyer acquired a 13.3% stake in LINK Mobility Group Holding ASA from Victory Partners Viii Limited for NOK 1.1b, at NOK 26.75 per share for 40,540,774 shares on May 13, 2026.
분석 기사 May 06

LINK Mobility Group Holding's (OB:LINK) Soft Earnings Are Actually Better Than They Appear

The market for LINK Mobility Group Holding ASA's ( OB:LINK ) shares didn't move much after it posted weak earnings...
내러티브 업데이트 May 03

LINK: Cash Generation And Accretive M&A Will Drive Future Upside

Analysts have kept their NOK 30.25 price target for LINK Mobility Group Holding unchanged, pointing to largely steady assumptions on discount rate, revenue growth, profit margin and future P/E in their valuation work. What's in the News The company is actively seeking M&A opportunities, with accretive deals identified as the first priority for capital allocation.
내러티브 업데이트 Apr 19

LINK: Strong Cash Generation And Accretive M&A Will Drive Future Upside

Analysts have kept their NOK 30.25 price target for LINK Mobility Group Holding unchanged, citing only very small refinements to inputs such as the discount rate, long term revenue growth, profit margin and future P/E assumptions. What's in the News LINK Mobility Group Holding ASA is actively looking for M&A opportunities, with accretive deals highlighted as the first priority for capital allocation (Key Developments).
내러티브 업데이트 Apr 05

LINK: Future Cash Generation And Accretive M&A Will Support Upside Potential

Analysts have reiterated their NOK 30.25 price target for LINK Mobility Group Holding, with only minor tweaks to assumptions such as the discount rate and future P/E underpinning the unchanged fair value view. What's in the News Management highlights NOK 400 million in free cash flow and describes cash generation as strong, with expectations that the SMSPortal acquisition will support further improvement in cash generation and flexibility to invest in the business (Key Developments).
내러티브 업데이트 Mar 22

LINK: Future Cash Generation And Accretive M&A Will Drive Upside Potential

Analysts have kept their NOK 30.25 price target for LINK Mobility Group Holding unchanged, citing only minor technical adjustments to inputs such as the discount rate, long term revenue growth, profit margin assumptions and future P/E multiple. What's in the News The company is actively looking for M&A opportunities, with management pointing to a strong and actionable deal pipeline and a focus on accretive transactions as a first priority for capital allocation (Key Developments).
내러티브 업데이트 Mar 07

LINK: Future Cash Generation And M&A Pipeline Will Drive Upside Potential

Analysts have reset their price target for LINK Mobility Group Holding to NOK30.25 from NOK43.75, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E. These revisions point to a more cautious outlook on the shares.
내러티브 업데이트 Feb 21

LINK: Cash Generation And Measured P/E Will Frame Balanced Return Potential

Analysts have revised their price target for LINK Mobility Group Holding from NOK 40 to NOK 21, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E. What's in the News Management reports NOK 400 million in free cash flow, with CEO Thomas Berge highlighting strong cash conversion across the business as a support for ongoing capital allocation plans (Key Developments).
분석 기사 Feb 15

LINK Mobility Group Holding ASA Just Missed Earnings - But Analysts Have Updated Their Models

It's been a mediocre week for LINK Mobility Group Holding ASA ( OB:LINK ) shareholders, with the stock dropping 16% to...
내러티브 업데이트 Feb 07

LINK: Steady Fair Value And Higher Future P/E Will Support Upside

Analysts have kept their fair value estimate for LINK Mobility Group Holding steady at €40.00, while updating their assumptions to reflect a slightly higher discount rate, a lower revenue growth outlook, a reduced profit margin and a higher future P/E multiple, which together explain the unchanged price target. What's in the News An extraordinary general meeting is scheduled for February 3, 2026, at 10:00 W.
분석 기사 Feb 07

LINK Mobility Group Holding ASA (OB:LINK) Stocks Pounded By 26% But Not Lagging Market On Growth Or Pricing

LINK Mobility Group Holding ASA ( OB:LINK ) shares have had a horrible month, losing 26% after a relatively good period...
내러티브 업데이트 Jan 24

LINK: Steady Fair Value And Higher Margins Will Support Future Upside

Analysts have maintained their fair value estimate for LINK Mobility Group Holding at €40.00. This unchanged target reflects slight adjustments to assumptions on the discount rate, revenue growth, profit margin, and future P/E ratio.
분석 기사 Jan 15

Is LINK Mobility Group Holding (OB:LINK) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
내러티브 업데이트 Jan 10

LINK: Higher Margins And Refined Assumptions Will Support Stronger Future Earnings

Analysts have trimmed their price target on LINK Mobility Group Holding to reflect an unchanged fair value estimate of €40.00. This is supported by slightly adjusted assumptions on discount rate, revenue growth, profit margin and forward P/E that fine tune their overall outlook rather than change it outright.
내러티브 업데이트 Dec 13

LINK: Higher Margins Are Expected To Drive Stronger Future Earnings Potential

Analysts have lifted their price target on LINK Mobility Group Holding from NOK 29.00 to NOK 40.00, citing expectations of faster revenue growth, higher profit margins, and a modestly lower discount rate that together support a richer future earnings multiple. Valuation Changes Fair Value: The price target was increased significantly from NOK 29.00 to NOK 40.00, implying a notably higher assessed equity value.
분석 기사 Aug 28

LINK Mobility Group Holding's (OB:LINK) Conservative Accounting Might Explain Soft Earnings

Investors were disappointed with the weak earnings posted by LINK Mobility Group Holding ASA ( OB:LINK ). While the...
내러티브 업데이트 Aug 25

CPaaS And RCS Rollout Will Open New Markets

The upward revision in LINK Mobility Group Holding’s price target reflects improved net profit margin and stronger revenue growth forecasts, with the consensus analyst price target rising to NOK43.75. What's in the News LINK Mobility is actively pursuing M&A opportunities, with 8 prioritized targets and 3 in due diligence.
내러티브 업데이트 Aug 11

New Communication Channels Will Open Future Opportunities In European Markets

Consensus price targets for LINK Mobility Group Holding have increased, primarily driven by higher revenue growth forecasts and an uptick in expected valuation multiples, resulting in a revised fair value of NOK35.40. What's in the News Share buyback plan expired.
분석 기사 Aug 10

LINK Mobility Group Holding ASA's (OB:LINK) P/E Is On The Mark

OB:LINK 1 Year Share Price vs Fair Value Explore LINK Mobility Group Holding's Fair Values from the Community and...
분석 기사 Apr 17

LINK Mobility Group Holding ASA's (OB:LINK) Price In Tune With Earnings

LINK Mobility Group Holding ASA's ( OB:LINK ) price-to-earnings (or "P/E") ratio of 36.2x might make it look like a...
분석 기사 Mar 11

Is There An Opportunity With LINK Mobility Group Holding ASA's (OB:LINK) 47% Undervaluation?

Key Insights LINK Mobility Group Holding's estimated fair value is kr38.55 based on 2 Stage Free Cash Flow to Equity...
분석 기사 Feb 21

LINK Mobility Group Holding's (OB:LINK) Performance Is Even Better Than Its Earnings Suggest

LINK Mobility Group Holding ASA's ( OB:LINK ) strong earnings report was rewarded with a positive stock price move. We...
분석 기사 Feb 15

Is LINK Mobility Group Holding (OB:LINK) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
User avatar
새로운 내러티브 Feb 09

AI-driven SaaS Expansion Into Europe May Boost Future Earnings, But Volatility Remains A Concern

Expansion into less penetrated European markets and terminating low-margin contracts may drive future revenue and improve net margins.
분석 기사 Nov 06

An Intrinsic Calculation For LINK Mobility Group Holding ASA (OB:LINK) Suggests It's 28% Undervalued

Key Insights The projected fair value for LINK Mobility Group Holding is kr33.10 based on 2 Stage Free Cash Flow to...
분석 기사 Aug 22

LINK Mobility Group Holding's (OB:LINK) Earnings Are Of Questionable Quality

LINK Mobility Group Holding ASA ( OB:LINK ) just reported some strong earnings, and the market reacted accordingly with...
분석 기사 Aug 16

LINK Mobility Group Holding (OB:LINK) Seems To Use Debt Quite Sensibly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 Feb 02

These 4 Measures Indicate That LINK Mobility Group Holding (OB:LINK) Is Using Debt Reasonably Well

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 Jan 25

Is Now An Opportune Moment To Examine LINK Mobility Group Holding ASA (OB:LINK)?

While LINK Mobility Group Holding ASA ( OB:LINK ) might not be the most widely known stock at the moment, it led the OB...

CEO 보수 분석

Thomas Berge의 보수는 LINK Mobility Group Holding의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

NOK 133m

Dec 31 2025NOK 22mNOK 5m

NOK 87m

Sep 30 2025n/an/a

NOK 105m

Jun 30 2025n/an/a

NOK 109m

Mar 31 2025n/an/a

NOK 167m

Dec 31 2024NOK 8mNOK 5m

NOK 172m

Sep 30 2024n/an/a

NOK 176m

Jun 30 2024n/an/a

NOK 178m

Mar 31 2024n/an/a

NOK 104m

Dec 31 2023NOK 24mNOK 5m

NOK 38m

Sep 30 2023n/an/a

-NOK 263m

Jun 30 2023n/an/a

-NOK 242m

Mar 31 2023n/an/a

-NOK 216m

Dec 31 2022NOK 18mNOK 5m

-NOK 194m

Sep 30 2022n/an/a

NOK 158m

Jun 30 2022n/an/a

NOK 37m

Mar 31 2022n/an/a

-NOK 27m

Dec 31 2021NOK 20mNOK 2m

-NOK 78m

Sep 30 2021n/an/a

-NOK 196m

Jun 30 2021n/an/a

-NOK 187m

Mar 31 2021n/an/a

-NOK 61m

Dec 31 2020NOK 4mNOK 2m

-NOK 328m

보상 대 시장: Thomas의 총 보수(USD2.40M)는 Norwegian 시장에서 비슷한 규모 기업의 평균(USD788.25K)보다 높습니다.

보상과 수익: Thomas의 보상은 20% 이상 증가했지만 지난 1년 동안 회사 수익은 20% 이상 감소했습니다.


CEO

Thomas Berge

4.1yrs
재임 기간
NOK 22,216,000
보수

Mr. Thomas Martin Berge served as Interim CEO at Link Mobility Group AS from May 18, 2022 until March 2023 and serves as its Chief Executive Officer since March 2023. He was an Interim Chief Executive Offi...


리더십 팀

이름직위재임 기간보수지분
Thomas Berge
Chief Executive Officer4.1yrsNOK 22.22m0.42%
NOK 32.7m
Morten Edvardsen
CFO & VP Investor Relationsno dataNOK 12.75m0.18%
NOK 13.7m
Arnhild Sivertsen
Chief Human Resources Officer2yrsNOK 11.93m데이터 없음
Benoit Bole
Chief Operating Officer of Western Europeno dataNOK 13.49m0.00043%
NOK 33.1k
Riccardo Dragoni
COO of Central Europe2.6yrsNOK 12.01m0.0030%
NOK 234.0k
Eirik Pedersen
Chief Operating Officer of Northern Europeless than a year데이터 없음데이터 없음
2.3yrs
평균 재임 기간

경험이 풍부한 관리: LINK의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.3 년).


이사회 구성원

이름직위재임 기간보수지분
Grethe Viksaas
Independent Board Member6.4yrsNOK 525.00k0.0022%
NOK 173.2k
Anita Huun
Directorless than a year데이터 없음데이터 없음
Per Hove
Directorless than a year데이터 없음데이터 없음
Sara Katarina Forste
Independent Board Member6.4yrsNOK 525.00k0.0056%
NOK 432.5k
Andre Christensen
Independent Chairman of the Board4.4yrsNOK 915.00k데이터 없음
Davide Coneway
Board Observerno data데이터 없음데이터 없음
Lee Clancy
Directorless than a year데이터 없음데이터 없음
Dana Majid
Directorless than a year데이터 없음데이터 없음
0.3yrs
평균 재임 기간

경험이 풍부한 이사회: LINK의 이사회경험이 부족한 것으로 간주됩니다(평균 재임 0.3 년) — 신규 이사회일 가능성이 있습니다.


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/01 19:05
종가2026/06/01 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 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 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

LINK Mobility Group Holding ASA는 8명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
null nullABG Sundal Collier
Rayan SayyahDanske Bank
Henriette TrondsenDanske Bank