Besqab (BESQAB) 주식 개요아로스 보스타드수트베클링 AB는 주거용 건물의 그린필드 개발과 상업용 부동산을 주거용 건물로 전환하는 사업을 하고 있습니다. 자세히 보기BESQAB 펀더멘털 분석스노우플레이크 점수가치 평가3/6미래 성장5/6과거 실적3/6재무 건전성3/6배당0/6강점공정 가치 추정치보다 낮은 91.4% 에서 거래수익은 매년 48.8% 증가할 것으로 예상됩니다.지난 1년간 수익이 1633.8% 증가했습니다.위험 분석부채는 operating cash flow로 충분히 감당되지 않습니다.높은 수준의 비현금 수입모든 위험 점검 보기BESQAB Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW485,349 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA485,349 investors already sharing narrativesYour Fair ValueSEK Current PriceSEK 28.9058.0% 저평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-35m7b2016201920222025202620282031Revenue SEK 7.4bEarnings SEK 418.6mAdvancedSet Fair ValueView all narrativesBesqab AB (publ) 경쟁사DuniSymbol: OM:DUNIMarket cap: SEK 3.6bBjörn BorgSymbol: OM:BORGMarket cap: SEK 1.6bEmbellence GroupSymbol: OM:EMBELLMarket cap: SEK 741.5mAB ElectroluxSymbol: OM:ELUX BMarket cap: SEK 18.5b가격 이력 및 성과Besqab 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가SEK 28.9052주 최고가SEK 30.4052주 최저가SEK 20.00베타0.431개월 변동10.31%3개월 변동13.33%1년 변동18.44%3년 변동-2.03%5년 변동-47.93%IPO 이후 변동-48.39%최근 뉴스 및 업데이트분석 기사 • Jul 18Besqab's (STO:BESQAB) Solid Profits Have Weak FundamentalsBesqab AB (publ)'s ( STO:BESQAB ) stock was strong after they recently reported robust earnings. However, our analysis...Price Target Changed • Jul 13Price target increased by 8.5% to kr44.50Up from kr41.00, the current price target is an average from 2 analysts. New target price is 52% above last closing price of kr29.20. Stock is up 22% over the past year. The company posted a net loss per share of kr1.93 last year.Reported Earnings • Jul 12Second quarter 2026 earnings released: EPS: kr0.85 (vs kr0.23 loss in 2Q 2025)Second quarter 2026 results: EPS: kr0.85 (up from kr0.23 loss in 2Q 2025). Revenue: kr708.1m (up kr614.2m from 2Q 2025). Net income: kr87.7m (up kr111.3m from 2Q 2025). Profit margin: 12% (up from net loss in 2Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Consumer Durables industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.공고 • Jun 29Besqab AB (publ) to Report First Half, 2026 Results on Jul 10, 2026Besqab AB (publ) announced that they will report first half, 2026 results on Jul 10, 2026공고 • Mar 28Besqab AB (publ), Annual General Meeting, Apr 29, 2026Besqab AB (publ), Annual General Meeting, Apr 29, 2026, at 14:00 W. Europe Standard Time. Location: company`s premises at norra stationsgatan 69, 113 64 stockholm, stockholm SwedenReported Earnings • Feb 02Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: kr1.09 loss per share (down from kr0.45 profit in FY 2024). Revenue: kr836.4m (down 75% from FY 2024). Net loss: kr112.5m (down 379% from profit in FY 2024). Revenue missed analyst estimates by 2.9%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 38% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Consumer Durables industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.더 많은 업데이트 보기Recent updates분석 기사 • Jul 18Besqab's (STO:BESQAB) Solid Profits Have Weak FundamentalsBesqab AB (publ)'s ( STO:BESQAB ) stock was strong after they recently reported robust earnings. However, our analysis...Price Target Changed • Jul 13Price target increased by 8.5% to kr44.50Up from kr41.00, the current price target is an average from 2 analysts. New target price is 52% above last closing price of kr29.20. Stock is up 22% over the past year. The company posted a net loss per share of kr1.93 last year.Reported Earnings • Jul 12Second quarter 2026 earnings released: EPS: kr0.85 (vs kr0.23 loss in 2Q 2025)Second quarter 2026 results: EPS: kr0.85 (up from kr0.23 loss in 2Q 2025). Revenue: kr708.1m (up kr614.2m from 2Q 2025). Net income: kr87.7m (up kr111.3m from 2Q 2025). Profit margin: 12% (up from net loss in 2Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Consumer Durables industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.공고 • Jun 29Besqab AB (publ) to Report First Half, 2026 Results on Jul 10, 2026Besqab AB (publ) announced that they will report first half, 2026 results on Jul 10, 2026공고 • Mar 28Besqab AB (publ), Annual General Meeting, Apr 29, 2026Besqab AB (publ), Annual General Meeting, Apr 29, 2026, at 14:00 W. Europe Standard Time. Location: company`s premises at norra stationsgatan 69, 113 64 stockholm, stockholm SwedenReported Earnings • Feb 02Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: kr1.09 loss per share (down from kr0.45 profit in FY 2024). Revenue: kr836.4m (down 75% from FY 2024). Net loss: kr112.5m (down 379% from profit in FY 2024). Revenue missed analyst estimates by 2.9%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 38% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Consumer Durables industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.공고 • Jan 23Besqab AB (Publ) Completes and Handover over Rental Housing Project Completes and HandoverBesqab AB (publ) has completed and handed over a rental housing project comprising 111 apartments in Taby to the buyer, Patrizia. The handover was completed in line with the agreed schedule. Besqab has finalized and delivered another project included in the portfolio of rental housing developments divested to the global asset manager Patrizia in June 2022. The project consists of 111 rental apartments within the development area Viggby Angar in Taby. According to the agreement, the buyer takes possession of each housing project upon completion. The completed projects have been handed over as scheduled.공고 • Dec 19Besqab Commences Construction of 70 New Homes At Norrberget in VaxholmBesqab AB (publ) is starting the construction of 70 homes in Storgarden, the fourth development phase at Norrberget in Vaxholm. The construction will be carried out as a dividend contract with Besqab's own site management. The homes are expected to be ready for occupancy in early 2028. Storgarden comprises four buildings with a total of 70 new apartments. It is the fourth phase of the Norrberget development area, which will ultimately include five residential blocks with approximately 230 homes, as well as a preschool and a special housing facility. Construction will be carried out as a split contract with Besqab's's own site management, like previous phases at Norrberget. Storgarden is expected to be completed in 2028.공고 • Nov 08Besqab Announces Management ChangesBesqab AB announced changes in the Management team. Hanna Bodbacka becomes Head of Operations Development with responsibility for sustainability, project planning, purchasing and digitalization. Sara Vesterlund takes over as Head of Business Development and Anna Åkerlund leaves the Management team to focus on the role of Head of Investment Relations. Hanna Bodbacka, previously Head of Sustainability, will become Head of Operations Development. The aim is to further strengthen the integration of sustainability in all project operations and to increase efficiency in all processes and working methods through AI and digitalization. Anna Åkerlund, former Head of IR, Communications and HR, is moving to the role of Head of IR. Responsibility for HR and Communications is dividend between Malin Semb-Josefson, newly recruited HR Manager, and Communications Manager Christina Durling. All report to the Management team. By November 7, 2025, the Besqab Group Management will be: Magnus Andersson, CEO. Hanna Bodbacka, Head of Operations Development. Emmy Fredenklo, Head of Legal. David Johansson, COO. Magnus Sundell, CFO. Anna Slåtteby, Head of Sales and Marketing. Sara Vesterlund, Head of Business Development.Price Target Changed • Nov 03Price target increased by 13% to kr33.50Up from kr29.67, the current price target is an average from 2 analysts. New target price is 36% above last closing price of kr24.70. Stock is down 8.2% over the past year. The company is forecast to post earnings per share of kr2.02 for next year compared to kr0.45 last year.Reported Earnings • Oct 26Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: kr332.3m (down 68% from 3Q 2024). Net loss: kr13.9m (down 129% from profit in 3Q 2024). Revenue is forecast to grow 38% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Consumer Durables industry in Sweden. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.공고 • Oct 02Besqab AB (publ) (OM:BESQAB) entered into an agreement to acquire Stanford 1 in Hagastaden, Stockholm from Atrium Ljungberg AB (publ) (OM:ATRLJ B) for approximately SEK 820 million.Besqab AB (publ) (OM:BESQAB) entered into an agreement to acquire Stanford 1 in Hagastaden, Stockholm from Atrium Ljungberg AB (publ) (OM:ATRLJ B) for approximately SEK 820 million on September 30, 2025. A cash consideration of SEK 818 million will be paid by Besqab AB (publ).공고 • Aug 28Besqab AB (publ) to Develop 140 New Homes at Hagernas Strand in TabyBesqab AB (publ) is planning approximately 140 new residential units in a highly attractive seaside location at Hagernas Strand in Taby Municipality. The zoning plan has now gained legal force, and construction of the homes - developed in accordance with the Nordic Swan Ecolabel - is scheduled to begin in 2026.공고 • Aug 22Besqab AB (publ) Announces Zoning Plan for Saltangen Project in NackaThe zoning plan for Besqab AB's (publ) Saltangen project in Nacka has now gained legal force. Construction of the approximately 50 new homes is expected to begin in 2026. The zoning plan for the Saltangen project in NACKa was legally approved during the summer of 2025. The project is located in an established residential area with both single-family homes and apartment buildings, near Ektorp Centrum. Designed by Bergkrantz Arkitektur AB, the development includes two buildings with approximately 50 new apartments, carefully designed to blend in with the surrounding architecture. Construction is scheduled to start in 2026.Reported Earnings • Jul 14Second quarter 2025 earnings released: kr0.23 loss per share (vs kr0.029 loss in 2Q 2024)Second quarter 2025 results: kr0.23 loss per share (further deteriorated from kr0.029 loss in 2Q 2024). Revenue: kr93.9m (down 94% from 2Q 2024). Net loss: kr23.6m (loss widened kr20.7m from 2Q 2024). Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Consumer Durables industry in Sweden. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.공고 • Jun 13Besqab AB (publ) Begins Construction of Final Phase of Viggby Angar Housing Project in TabyBesqab AB (publ) has commenced construction of fifteen new townhouses, marking the fourth and final phase of the Viggby Angar development area in Taby. The construction is being carried out as a turnkey contract, with Bergschold & Holm responsible for groundwork and Active Bygg handling the building construction. The homes, designed to meet Energy Class B and Nordic Swan Ecolabel (Generation 4) standards, are expected to be ready for occupancy by summer 2026. The fourth phase of Viggby Angar consists of fifteen unique townhouses designed by Belatchew Architects. The construction is being carried up as a turnkey contract, With Bergschold &Holm responsible for groundwork and Active bygg for the building construction. Occupancy is expected in summer 2026, at which point the entire Viggby Angar area will be completed, comprising 274 newly built homes in both rental and cooperative formats, including single-family homes and apartment buildings. Sustainability has been a key focus in the planning of the townhouses, which are being built to meet Energy Class B andN Nordic Swan Ecolabel (generation 4) standards. The houses are arranged in two rows, with green roofs on one side and fully integrated solar panels on the other. The target climate footprint is 110 kg CO2e/sqm. The houses are insulated with wood fiber, built without steel beams or columns in the load-bearing structure, and use climate-improved concrete for the foundation. They are designed for flexibility, allowing for the addition of one to three bedrooms, and a walkway between the rows encourages social interaction. Reused brick and natural stone are used for exterior ground covering, and each household will have an electric car charger and a planter box with stormwater delay functionality.공고 • Jun 05Besqab AB (publ) Begins Construction of 38 New Seaside Homes in VaxholmBesqab AB (publ) has started construction of 38 new homes in the Berghallen project, which represents the third phase of the Norrberget development area in Vaxholm. The construction is being carried out as a divided contract under Besqab's management, and the homes are expected to be ready for first occupancy in early 2027. Berghallen, the third phase of Besqab's new development area Norrberget in Vaxholm, includes 38 apartments distributed across two multi-family buildings and three terrraced houses. In total, Norrberget will comprise approximately 250 new homes, spread across five blocks. The architecture is inspired by the existing buildings in old Vaxholm, featuring wooden facades and traditional colors. The attractive location with views over Vaxholmsfjarden has been utilized through window placement, dormers, and balconies. The project is being carried out as a split contract under besqab's management. The homes are being built to meet the Nordic Swan Ecolabel certification (version 3) and are expected to achieve energy class B. Sales have begun, and the first move-ins are expected in early 2027.New Risk • May 12New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.2x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.2x net interest cover). Shareholders have been substantially diluted in the past year (92% increase in shares outstanding). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.0% net profit margin).New Risk • May 09New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 42% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (92% increase in shares outstanding). Minor Risks High level of debt (42% net debt to equity). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.0% net profit margin).공고 • May 07Besqab AB (publ) Approves Board ChangesBesqab AB (publ) announced that at its AGM held on 7 May 2025, resolved, in accordance with the nomination committee's proposal, to elect Louise Eklund as new director. Alexander Alm-Pandeya has declined re-election.Major Estimate Revision • May 05Consensus EPS estimates fall by 19%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from kr2.23 to kr1.80 per share. Revenue forecast steady at kr2.58b. Net income forecast to grow 363% next year vs 20% growth forecast for Consumer Durables industry in Sweden. Consensus price target of kr30.50 unchanged from last update. Share price fell 2.7% to kr22.00 over the past week.Board Change • Apr 22No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 3 highly experienced directors. No independent directors (3 non-independent directors). Founder & Director Samir Taha was the last director to join the board, commencing their role in 2006. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.공고 • Apr 08Besqab AB (publ), Annual General Meeting, May 07, 2025Besqab AB (publ), Annual General Meeting, May 07, 2025. Location: baker mckenzie advokatbyra at vasagatan 7, 101 23 stockholm, Australia공고 • Mar 28Besqab AB (publ) Completes and Delivers Rental Housing Project in Huddinge to PatriziaBesqab AB (publ) has completed and delivered a rental housing project with four apartment buildings in Huddinge to Patrizia. The handover is in accordance with the time schedule. Besqab AB has completed and delivered another project in the portfolio of rental housing projects that were sold to Patrizia in June 2022. The project comprises 156 apartments in Huddinge. In June 2022, Aros Bostad (now Besqab) sold a larger portfolio of rental housing projects to the global asset manager Patrizia. The portfolio included projects in Danderyd, Huddinge, Taby, and Solna. According to the agreement, the buyer will take possession of each housing project upon completion. In October 2024, the first project, located in Danderyd, was handed over. The completed projects have been delivered in accordance with the time schedules.공고 • Feb 15Besqab AB (Publ) Is Building 22 New Homes in Vallingby in StockholmBesqab AB (publ) started the housing project with a ceremony. The project includes 22 new townhouses in Vallingby in Stockholm. The 22 new townhouses adds a new block in an already established area. Vemdalsgatan is a child-friendly area close to the metro, schools and shops. The homes will be completed in autumn 2026. The houses are built according to the Swan eco label.공고 • Jan 23Besqab AB (Publ) Launches New Residential Project with Townhouses in StockholmBesqab AB (publ) is starting the production of 22 new homes in the Glimten project, which constitutes the final part of Vallingby Parkstad in Stockholm Municipality. Turnkey contracts have been signed with Derome for house production and with Nator for groundworks. Sales have begun with large interest from the market. Glimten includes the new construction of 20 townhouses and two semi-detached houses, all three stories high with wooden facades and roof terraces. The homes are being built in line with the Nordic Swan Label, with energy class B and green concrete in the foundation slab. The project, which is the final phase of the new production area Vallingby Parkstad, is located in Racksta in Stockholm Municipality. Sales of Besqab's homes began in November 2024, and handover to customer is expected to take place in the summer of 2026.공고 • Dec 18Besqab AB (publ) Starts the Production of a Wooded Building with 76 New Residential Apartments in DanderydBesqab AB (publ) starts production of 76 new tenant-owned apartments in the Hertha project next to Danderyd Hospital. The building will be constructed with the facade and frame entirely made of wood. Contracts have been signed with Lindbäcks Bygg for the building construction and with Bergschöld & Holm for the site development and foundation work. Hertha has been designed by the architectural firm Hermansson, Hiller & Lundberg and will include 76 condominium apartments in a building with frames and facades made entirely of wood. Construction contracts have been signed with Lindbäcks Bygg for the building's construction and with Bergschöld & Holm for foundation work and site development. Production will commence in the fourth quarter of 2024, and the project is expected to be completed in the first half of 2026.분석 기사 • Nov 22Besqab's (STO:BESQAB) Anemic Earnings Might Be Worse Than You ThinkA lackluster earnings announcement from Besqab AB (publ) ( STO:BESQAB ) last week didn't sink the stock price. However...Major Estimate Revision • Nov 22Consensus EPS estimates fall by 63%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from kr2.36b to kr2.58b. EPS estimate fell from kr0.61 to kr0.223 per share. Net income forecast to shrink 71% next year vs 19% growth forecast for Consumer Durables industry in Sweden . Consensus price target of kr29.33 unchanged from last update. Share price was steady at kr24.50 over the past week.Reported Earnings • Nov 19Third quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2024 results: EPS: kr0.47 (down from kr1.09 in 3Q 2023). Revenue: kr1.04b (up 140% from 3Q 2023). Net income: kr48.3m (down 8.2% from 3Q 2023). Profit margin: 4.6% (down from 12% in 3Q 2023). Revenue exceeded analyst estimates by 37%. Earnings per share (EPS) missed analyst estimates by 10%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Consumer Durables 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 fallen by 23% per year, which means it is significantly lagging earnings.New Risk • Oct 16New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 2.7% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (2.7% operating cash flow to total debt). Shareholders have been substantially diluted in the past year (110% increase in shares outstanding). Minor Risk Large one-off items impacting financial results.New Risk • Sep 15New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.7% Last year net profit margin: 3.6% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (112% increase in shares outstanding). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.7% net profit margin).분석 기사 • Sep 14Analysts Just Slashed Their Besqab AB (publ) (STO:BESQAB) EPS NumbersMarket forces rained on the parade of Besqab AB (publ) ( STO:BESQAB ) shareholders today, when the analysts downgraded...Major Estimate Revision • Sep 13Consensus revenue estimates fall by 10%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from kr2.63b to kr2.36b. EPS estimate fell from kr0.70 to kr0.61 per share. Net income forecast to shrink 29% next year vs 7.3% growth forecast for Consumer Durables industry in Sweden . Consensus price target of kr29.67 unchanged from last update. Share price was steady at kr24.80 over the past week.Major Estimate Revision • Sep 03Consensus EPS estimates fall by 18%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from kr0.832 to kr0.685 per share. Revenue forecast steady at kr2.36b. Net income forecast to shrink 29% next year vs 32% growth forecast for Consumer Durables industry in Sweden . Consensus price target of kr29.67 unchanged from last update. Share price was steady at kr26.30 over the past week.공고 • Aug 19Besqab AB (publ) Announces CFO ChangesBesqab AB (publ) has recruited Magnus Sundell as the new CFO. Sundell, who has over 25 years of experience in senior positions within the real estate industry, succeeds Anna Jepson and will join the group management team. Magnus Sundell most recently served as Deputy CEO at SIBS AB, a company focused on industrial housing production. He holds a Bachelor of Science in Finance from Uppsala University and has previously held senior positions at several real estate companies, including GE Real Estate and Stendörren Fastigheter. Sundell will begin his role as CFO at Besqab on 1 September and will immediately join Besqab's group management as CFO. He succeeds Anna Jepson, who will leave the group after a transition period to take on the role of CFO at Atrium Ljungberg.공고 • Jun 13Besqab AB (Publ) Develops More Residential Apartments At Invernesshojden in DanderydBesqab AB's (publ) CEO Magnus Andersson has initiated another phase of new residential apartments in the development project Invernesshojden in Danderyd. Together with Hanna Bocander, Chairman of the Municipal Board in Danderyd, and NCC's Production Manager Sara Albrecht, the last support layer for the basement floor was put in place. The project Invernesshoj den started in 2018 and now the third phase starts. Earlier stages include both condominiums and rental properties and when the entire area is ready, approximately 480 new homes, spread over four stages, have been added to the Inverness area in Danderyd.New Risk • Jun 09New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: kr99m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.0x net interest cover). Shareholders have been substantially diluted in the past year (110% increase in shares outstanding). Minor Risk Significant insider selling over the past 3 months (kr99m sold).New Risk • Jun 07New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 110% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.0x net interest cover). Shareholders have been substantially diluted in the past year (110% increase in shares outstanding).Major Estimate Revision • Jun 06Consensus revenue estimates increase by 127%The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from kr694.0m to kr1.58b. EPS estimate unchanged from -kr0.033 at last update. Consumer Durables industry in Sweden expected to see average net income growth of 19% next year. Consensus price target down from kr47.17 to kr35.67. Share price rose 2.2% to kr28.00 over the past week.Price Target Changed • Jun 05Price target decreased by 25% to kr35.67Down from kr47.83, the current price target is an average from 3 analysts. New target price is 28% above last closing price of kr27.80. Stock is down 7.0% over the past year. The company is forecast to post a net loss per share of kr0.83 compared to earnings per share of kr3.43 last year.Reported Earnings • Jun 04First quarter 2024 earnings released: kr0.94 loss per share (vs kr1.40 profit in 1Q 2023)First quarter 2024 results: kr0.94 loss per share (down from kr1.40 profit in 1Q 2023). Revenue: kr389.0m (down 22% from 1Q 2023). Net loss: kr58.5m (down 187% from profit in 1Q 2023). Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Consumer Durables industry in Sweden.분석 기사 • Apr 20Impressive Earnings May Not Tell The Whole Story For Aros Bostadsutveckling (STO:AROS)Unsurprisingly, Aros Bostadsutveckling AB (publ)'s ( STO:AROS ) stock price was strong on the back of its healthy...Reported Earnings • Apr 17Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: kr3.43 (up from kr1.59 loss in FY 2022). Revenue: kr1.49b (up kr1.46b from FY 2022). Net income: kr168.3m (up kr230.9m from FY 2022). Profit margin: 11% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) also surpassed analyst estimates by 55%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 1.1% decline forecast for the Consumer Durables industry in Sweden.분석 기사 • Apr 04Aros Bostadsutveckling (STO:AROS) Has A Somewhat Strained Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Recent Insider Transactions • Mar 10Founder & Director recently bought kr242k worth of stockOn the 7th of March, Per Rutegard bought around 10k shares on-market at roughly kr24.20 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Per has been a buyer over the last 12 months, purchasing a net total of kr601k worth in shares.Major Estimate Revision • Feb 20Consensus EPS estimates fall by 42%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from kr1.48b to kr1.39b. EPS estimate also fell from kr3.36 per share to kr1.96 per share. Net income forecast to grow 1.1% next year vs 98% growth forecast for Real Estate industry in Sweden. Consensus price target broadly unchanged at kr47.17. Share price was steady at kr25.50 over the past week.Major Estimate Revision • Feb 18Consensus revenue estimates increase by 20%, EPS downgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from kr1.21b to kr1.45b. EPS estimate fell from kr2.48 to kr2.21. Net income forecast to grow 115% next year vs 98% growth forecast for Real Estate industry in Sweden. Consensus price target broadly unchanged at kr47.17. Share price fell 8.9% to kr26.70 over the past week.Recent Insider Transactions • Feb 16Founder & Chairman recently sold kr165k worth of stockOn the 12th of February, Johan Gustavsson sold around 2k shares on-market at roughly kr82.50 per share. This transaction amounted to 2.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite the recent sale, Johan has been a net buyer over the last 12 months, purchasing a net total of kr160k worth of shares.Valuation Update With 7 Day Price Move • Feb 06Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to kr27.40, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 19x in the Real Estate industry in Sweden. Total loss to shareholders of 24% over the past year.공고 • Feb 02Aros Bostadsutveckling AB (publ) (OM:AROS) made an offer to acquire Besqab AB (publ) (OM:BESQ) from a group of shareholders for SEK 1.8 billion.Aros Bostadsutveckling AB (publ) (OM:AROS) made an offer to acquire Besqab AB (publ) (OM:BESQ) from a group of shareholders for SEK 1.8 billion on January 31, 2024. The consideration for the shareholders in Besqab are offered 1.0417 newly issued common shares and 0.0718 newly issued series B preference shares in Aros Bostad for each existing share in Besqab. The total value of the Offer, based on all outstanding shares in Besqab, amounts to approximately SEK 1.86 billion, equivalent to approximately SEK 40.2 per share in Besqab. If Besqab were to pay dividends or carry out another value transfer before the settlement of the Offer the consideration in the Offer would be reduced accordingly. Assuming full acceptance of the Offer, Aros Bostad will issue approximately 48.1 million new common shares and approximately 3.2 million new series B preference shares. At full acceptance of the Offer, Aros Bostad’s shareholders will hold approximately 53% of the votes and Besqab’s shareholders will hold approximately 47% of the total votes in the New Company and the New Company is proposed to be named Besqab AB (publ). Aros Bostad has obtained irrevocable undertakings and declarations of intent to accept the Offer from shareholders in Besqab representing approximately 73% of the votes and capital in Besqab. Family Douglas (company incl.), Olle Engkvists stiftelse, Sven Jemsten with family (company incl.), Carl Wale with family, Paradeigma Partners AB, Kristian Wale with family (company incl.), Lars Öberg with family (company incl.), Paradigm Capital Value and AB Tuna Holding, representing approximately 36% of the votes and capital in Besqab, have entered irrevocable undertakings to accept the Offer. Additionally, family Nordström (company incl.), whose holdings together represents approximately 37% of the votes and capital in Besqab. Magnus Andersson will become CEO and Anna Jepson will become CFO of the New Company, and the intention is that the New Company’s senior executive management will consist of members from both Aros Bostad’s and Besqab’s current senior management teams, which secure continuity and an experienced and competent senior executive management. The board of directors of Besqab unanimously recommends the shareholders of Besqab to accept the Offer. The transaction is subject to Offer being accepted to such an extent that Aros Bostad becomes the owner of more than 90% of all outstanding shares in Besqab (at full dilution), if Aros Bostad undertakes to not complete the Offer if it is not accepted to that extent; approval of the shareholders of Aros Bostad at extraordinary general meeting held on February 16, 2024; Besqab does not resolve to issue shares or other securities in Besqab; any and all necessary regulatory authorisations, approvals, decisions and other actions required from authorities with respect to the Offer and for the completion of the acquisition obtained on terms acceptable to Aros Bostad; and the Offer is not rendered wholly or partly made impossible or significantly impeded as a result of any legislation or other regulation, court decision or order, governmental decision or any similar circumstance which is actual or reasonably foreseeable and which Aros Bostad could not have foreseen at the time of the announcement of the Offer. The acceptance period for the Offer is expected to commence on February 20, 2024 and conclude on March 12, 2024. The board of directors obtained fairness opinion from Öhrlings PricewaterhouseCoopers AB for recommendation. Aros Bostad has retained SEB Corporate Finance as financial advisor and Baker McKenzie as legal advisor in connection with the Offer.Board Change • Feb 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Director Joakim Alm was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.분석 기사 • Dec 20Market Cool On Aros Bostadsutveckling AB (publ)'s (STO:AROS) RevenuesYou may think that with a price-to-sales (or "P/S") ratio of 1.7x Aros Bostadsutveckling AB (publ) ( STO:AROS ) is...Major Estimate Revision • Nov 24Consensus EPS estimates fall by 23%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from kr1.29b to kr1.21b. EPS estimate also fell from kr3.22 per share to kr2.48 per share. Net income forecast to grow 29% next year vs 361% growth forecast for Real Estate industry in Sweden. Consensus price target down from kr50.50 to kr47.83. Share price fell 4.7% to kr28.30 over the past week.Price Target Changed • Nov 22Price target decreased by 11% to kr47.83Down from kr53.83, the current price target is an average from 3 analysts. New target price is 62% above last closing price of kr29.50. Stock is down 30% over the past year. The company is forecast to post earnings per share of kr2.48 next year compared to a net loss per share of kr1.58 last year.Reported Earnings • Nov 19Third quarter 2023 earnings released: EPS: kr1.09 (vs kr0.13 loss in 3Q 2022)Third quarter 2023 results: EPS: kr1.09 (up from kr0.13 loss in 3Q 2022). Revenue: kr437.2m (up kr431.2m from 3Q 2022). Net income: kr52.6m (up kr57.4m from 3Q 2022). Profit margin: 12% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Real Estate industry in Sweden.공고 • Oct 20An unknown fund managed by CBRE Investment Management, LLC acquired residential asset in Täby, Greater Stockholm, Sweden from Aros Bostadsutveckling AB (publ) (OM:AROS).An unknown fund managed by CBRE Investment Management, LLC acquired residential asset in Täby, Greater Stockholm, Sweden from Aros Bostadsutveckling AB (publ) (OM:AROS) on October 18, 2023. An unknown fund managed by CBRE Investment Management, LLC completed the acquisition of residential asset in Täby, Greater Stockholm, Sweden from Aros Bostadsutveckling AB (publ) (OM:AROS) on October 18, 2023.분석 기사 • Aug 31Aros Bostadsutveckling AB (publ) (STO:AROS) Analysts Are More Bearish Than They Used To BeThe analysts covering Aros Bostadsutveckling AB (publ) ( STO:AROS ) delivered a dose of negativity to shareholders...Reported Earnings • Aug 28Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2023 results: kr0.081 loss per share (improved from kr0.28 loss in 2Q 2022). Revenue: kr66.6m (up kr61.1m from 2Q 2022). Net loss: kr3.88m (loss narrowed 63% from 2Q 2022). Revenue missed analyst estimates by 62%. Earnings per share (EPS) exceeded analyst estimates by 25%. Revenue is forecast to grow 36% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Real Estate industry in Sweden.Recent Insider Transactions • Jun 21Founder & Director recently bought kr74k worth of stockOn the 16th of June, Per Rutegard bought around 3k shares on-market at roughly kr29.54 per share. This transaction amounted to 6.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth kr2.6m. Per has been a buyer over the last 12 months, purchasing a net total of kr1.7m worth in shares.분석 기사 • Jun 01Aros Bostadsutveckling AB (publ)'s (STO:AROS) Shares Not Telling The Full StoryWith a price-to-sales (or "P/S") ratio of 2.8x Aros Bostadsutveckling AB (publ) ( STO:AROS ) may be sending bullish...Recent Insider Transactions • Feb 28Founder & Director recently bought kr88k worth of stockOn the 23rd of February, Samir Taha bought around 2k shares on-market at roughly kr42.12 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth kr190k. Despite this recent buy, Samir has been a net seller over the last 12 months, reducing personal holdings by kr1.7m.Recent Insider Transactions • Feb 23Founder & Director recently bought kr190k worth of stockOn the 17th of February, Samir Taha bought around 5k shares on-market at roughly kr38.09 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Samir has been a net seller over the last 12 months, reducing personal holdings by kr1.8m.Reported Earnings • Feb 19Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: kr1.59 loss per share (down from kr1.27 profit in FY 2021). Net loss: kr62.6m (down 240% from profit in FY 2021). Revenue missed analyst estimates by 82%. Earnings per share (EPS) also missed analyst estimates. Revenue is forecast to grow 58% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Real Estate industry in Sweden.공고 • Feb 17+ 1 more updateAros Bostadsutveckling AB (publ) Announces CFO Changes, Effective 1 March 2023Aros Bostadsutveckling AB publ has appointed Maja Dahlén as new CFO for the business as of 1 March 2023. Maja Dahlén has worked at Aros Bostad since 2017, of which the three last years as Financial Director. Maja replaces Ken Wendelin, who leaves the company, and takes position in the management team as of 1 March 2023. The role as Financial Director is assumed by Alexander Kjäll, who has chosen to come back to Aros Bostad after a couple of years outside the company. Aros Bostad's current CFO and deputy CEO Ken Wendelin will, as previously announced, start a newengagement outside the group. Ken will however work for Aros Bostad until 30 April, to secure that Aros Bostad's new CFO and Head of Finance and Transaction are getting into their new roles.Recent Insider Transactions • Jan 20Founder & Director recently bought kr125k worth of stockOn the 13th of January, Per Rutegard bought around 4k shares on-market at roughly kr35.73 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Per has been a buyer over the last 12 months, purchasing a net total of kr1.2m worth in shares.Recent Insider Transactions • Jan 18Founder & Director recently bought kr125k worth of stockOn the 13th of January, Per Rutegard bought around 4k shares on-market at roughly kr35.73 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Per has been a buyer over the last 12 months, purchasing a net total of kr1.2m worth in shares.Recent Insider Transactions • Jan 02Founder & Chairman recently bought kr67k worth of stockOn the 28th of December, Johan Gustavsson bought around 2k shares on-market at roughly kr37.03 per share. This transaction amounted to 89% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth kr121k. Despite this recent buy, Johan has been a net seller over the last 12 months, reducing personal holdings by kr2.1m.Recent Insider Transactions • Dec 22Founder & Director recently bought kr69k worth of stockOn the 16th of December, Per Rutegard bought around 2k shares on-market at roughly kr38.01 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth kr407k. Per has been a buyer over the last 12 months, purchasing a net total of kr983k worth in shares.Recent Insider Transactions • Dec 15Founder & Director recently bought kr91k worth of stockOn the 9th of December, Per Rutegard bought around 2k shares on-market at roughly kr38.20 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth kr407k. Per has been a buyer over the last 12 months, purchasing a net total of kr914k worth in shares.Reported Earnings • Nov 19Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: kr0.13 loss per share (down from kr0.028 profit in 3Q 2021). Net loss: kr4.81m (down kr5.87m from profit in 3Q 2021). Revenue exceeded analyst estimates by 104%. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 64% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Real Estate industry in Sweden.Price Target Changed • Nov 16Price target decreased to kr58.33Down from kr69.50, the current price target is an average from 3 analysts. New target price is 47% above last closing price of kr39.80. Stock is down 27% over the past year. The company is forecast to post a net loss per share of kr0.54 compared to earnings per share of kr1.27 last year.Price Target Changed • Oct 05Price target decreased to kr58.33Down from kr69.50, the current price target is an average from 3 analysts. New target price is 30% above last closing price of kr45.00. Stock is down 16% over the past year. The company is forecast to post earnings per share of kr0.30 for next year compared to kr1.27 last year.Recent Insider Transactions • Jul 05Founder & Director recently bought kr168k worth of stockOn the 27th of June, Samir Taha bought around 3k shares on-market at roughly kr55.97 per share. In the last 3 months, they made an even bigger purchase worth kr178k. Samir has been a buyer over the last 12 months, purchasing a net total of kr2.3m worth in shares.Recent Insider Transactions • Jun 01Founder & Chairman recently bought kr60k worth of stockOn the 27th of May, Johan Gustavsson bought around 1k shares on-market at roughly kr59.54 per share. In the last 3 months, there was an even bigger purchase from another insider worth kr385k. This was Johan's only on-market trade for the last 12 months.Recent Insider Transactions • May 25Founder & Director recently bought kr178k worth of stockOn the 19th of May, Samir Taha bought around 3k shares on-market at roughly kr59.29 per share. In the last 3 months, there was an even bigger purchase from another insider worth kr385k. Samir has been a buyer over the last 12 months, purchasing a net total of kr2.0m worth in shares.Valuation Update With 7 Day Price Move • May 18Investor sentiment improved over the past weekAfter last week's 26% share price gain to kr61.00, the stock trades at a trailing P/E ratio of 51.8x. Average forward P/E is 9x in the Real Estate industry in Sweden.Major Estimate Revision • May 17Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from kr233.4m to kr24.0m. EPS estimate increased from -kr1.04 to -kr0.76 per share. Real Estate industry in Sweden expected to see average net income decline 47% next year. Consensus price target down from kr63.00 to kr60.00. Share price rose 23% to kr62.00 over the past week.Recent Insider Transactions • Mar 30CFO & Deputy CEO recently bought kr290k worth of stockOn the 23rd of March, Ken Wendelin bought around 5k shares on-market at roughly kr58.00 per share. In the last 3 months, they made an even bigger purchase worth kr385k. Ken has been a buyer over the last 12 months, purchasing a net total of kr1.8m worth in shares.Recent Insider Transactions • Mar 24CFO & Deputy CEO recently bought kr352k worth of stockOn the 15th of March, Ken Wendelin bought around 6k shares on-market at roughly kr58.00 per share. In the last 3 months, they made an even bigger purchase worth kr385k. Ken has been a buyer over the last 12 months, purchasing a net total of kr1.5m worth in shares.Recent Insider Transactions • Mar 23CFO & Deputy CEO recently bought kr352k worth of stockOn the 15th of March, Ken Wendelin bought around 6k shares on-market at roughly kr58.00 per share. In the last 3 months, they made an even bigger purchase worth kr385k. Ken has been a buyer over the last 12 months, purchasing a net total of kr1.5m worth in shares.Recent Insider Transactions • Mar 10CFO & Deputy CEO recently bought kr385k worth of stockOn the 3rd of March, Ken Wendelin bought around 7k shares on-market at roughly kr57.30 per share. This was the largest purchase by an insider in the last 3 months. Ken has been a buyer over the last 12 months, purchasing a net total of kr846k worth in shares.Major Estimate Revision • Mar 04Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 expected loss increased from -kr0.82 to -kr1.04 per share. Revenue forecast unchanged at kr233.4m. Real Estate industry in Sweden expected to see average net income decline 56% next year. Consensus price target down from kr66.00 to kr63.00. Share price fell 3.5% to kr55.00 over the past week.분석 기사 • Mar 01Aros Bostadsutveckling AB (publ) Just Recorded A 146% EPS Beat: Here's What Analysts Are Forecasting NextInvestors in Aros Bostadsutveckling AB (publ) ( STO:AROS ) had a good week, as its shares rose 4.3% to close at kr58.20...Reported Earnings • Feb 28Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: kr1.27 (up from kr1.25 loss in FY 2020). Revenue: kr104.9m (up kr89.8m from FY 2020). Net income: kr44.6m (up kr84.9m from FY 2020). Profit margin: 43% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 146%. Over the next year, revenue is forecast to grow 120%, compared to a 8.1% growth forecast for the industry in Sweden.Recent Insider Transactions • Jan 25CFO & Deputy CEO recently bought kr125k worth of stockOn the 18th of January, Ken Wendelin bought around 2k shares on-market at roughly kr59.10 per share. In the last 3 months, there was an even bigger purchase from another insider worth kr1.1m. Ken has been a buyer over the last 12 months, purchasing a net total of kr410k worth in shares.Recent Insider Transactions • Jan 19CFO & Deputy CEO recently bought kr286k worth of stockOn the 12th of January, Ken Wendelin bought around 5k shares on-market at roughly kr60.29 per share. In the last 3 months, there was an even bigger purchase from another insider worth kr1.1m. This was Ken's only on-market trade for the last 12 months.Recent Insider Transactions • Jan 05Founder & Director recently bought kr63k worth of stockOn the 30th of December, Samir Taha bought around 1k shares on-market at roughly kr62.80 per share. In the last 3 months, they made an even bigger purchase worth kr1.1m. Samir has been a buyer over the last 12 months, purchasing a net total of kr1.8m worth in shares.Recent Insider Transactions • Dec 25Founder & Director recently bought kr249k worth of stockOn the 17th of December, Samir Taha bought around 4k shares on-market at roughly kr62.34 per share. In the last 3 months, they made an even bigger purchase worth kr1.1m. Samir has been a buyer over the last 12 months, purchasing a net total of kr1.8m worth in shares.Recent Insider Transactions • Dec 17Founder & Director recently bought kr244k worth of stockOn the 10th of December, Samir Taha bought around 4k shares on-market at roughly kr58.82 per share. In the last 3 months, they made an even bigger purchase worth kr1.1m. Samir has been a buyer over the last 12 months, purchasing a net total of kr1.5m worth in shares.Recent Insider Transactions • Dec 03Founder & Director recently bought kr1.1m worth of stockOn the 29th of November, Samir Taha bought around 20k shares on-market at roughly kr55.92 per share. This was the largest purchase by an insider in the last 3 months. Samir has been a buyer over the last 12 months, purchasing a net total of kr1.3m worth in shares.Reported Earnings • Dec 01Third quarter 2021 earnings: Revenues exceed analyst expectationsThird quarter 2021 results: Revenue: kr10.7m (up 67% from 3Q 2020). Net income: kr1.06m (up kr13.6m from 3Q 2020). Profit margin: 9.9% (up from net loss in 3Q 2020). The move to profitability was primarily driven by higher revenue. Revenue exceeded analyst estimates by 53%. Over the next year, revenue is forecast to grow 98%, compared to a 4.6% growth forecast for the industry in Sweden.Recent Insider Transactions • Sep 25Founder & Director recently bought kr169k worth of stockOn the 20th of September, Samir Taha bought around 3k shares on-market at roughly kr56.40 per share. This was the largest purchase by an insider in the last 3 months. This was Samir's only on-market trade for the last 12 months.분석 기사 • Sep 05We Think Aros Bostadsutveckling's (STO:AROS) Solid Earnings Are UnderstatedShareholders appeared to be happy with Aros Bostadsutveckling AB (publ)'s ( STO:AROS ) solid earnings report last week...Reported Earnings • Sep 01Second quarter 2021 earnings released: kr0.42 loss per share (vs kr0.59 loss in 2Q 2020)The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2021 results: Revenue: kr18.1m (up kr17.5m from 2Q 2020). Net loss: kr13.6m (loss narrowed 28% from 2Q 2020).주주 수익률BESQABSE Consumer DurablesSE 시장7D1.4%-1.8%0.9%1Y18.4%-50.7%9.7%전체 주주 수익률 보기수익률 대 산업: BESQAB은 지난 1년 동안 -50.7%의 수익을 기록한 Swedish Consumer Durables 산업보다 더 좋은 성과를 냈습니다.수익률 대 시장: BESQAB은 지난 1년 동안 9.7%를 기록한 Swedish 시장보다 더 좋은 성과를 냈습니다.주가 변동성Is BESQAB's price volatile compared to industry and market?BESQAB volatilityBESQAB Average Weekly Movement3.2%Consumer Durables Industry Average Movement6.1%Market Average Movement6.1%10% most volatile stocks in SE Market12.2%10% least volatile stocks in SE Market3.3%안정적인 주가: BESQAB는 지난 3개월 동안 Swedish 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: BESQAB의 주간 변동성(3%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트2006109Magnus Anderssonwww.arosbostad.se아로스 보스타드수트베클링 AB는 주거용 건물의 그린필드 개발과 상업용 부동산을 주거용 건물로 전환하는 사업을 하고 있습니다. 이 회사는 2006년에 설립되었으며 스웨덴 스톡홀름에 본사를 두고 있습니다.더 보기Besqab AB (publ) 기초 지표 요약Besqab의 순이익과 매출은 시가총액과 어떻게 비교됩니까?BESQAB 기초 통계시가총액SEK 2.99b순이익 (TTM)SEK 117.90m매출 (TTM)SEK 2.10b25.4x주가수익비율(P/E)1.4x주가매출비율(P/S)BESQAB는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표BESQAB 손익계산서 (TTM)매출SEK 2.10b매출원가SEK 1.79b총이익SEK 311.40m기타 비용SEK 193.50m순이익SEK 117.90m최근 보고된 실적Jun 30, 2026다음 실적 발표일해당 없음주당순이익(EPS)1.14총이익률14.85%순이익률5.62%부채/자본 비율81.1%BESQAB의 장기 실적은 어땠습니까?과거 실적 및 비교 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/26 19:14종가2026/07/24 00:00수익2026/06/30연간 수익2025/12/31데이터 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.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 소스Besqab AB (publ)는 2명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Erik GranströmDNB CarnegieMathias CarlsonDNB Carnegie Commissioned Research
분석 기사 • Jul 18Besqab's (STO:BESQAB) Solid Profits Have Weak FundamentalsBesqab AB (publ)'s ( STO:BESQAB ) stock was strong after they recently reported robust earnings. However, our analysis...
Price Target Changed • Jul 13Price target increased by 8.5% to kr44.50Up from kr41.00, the current price target is an average from 2 analysts. New target price is 52% above last closing price of kr29.20. Stock is up 22% over the past year. The company posted a net loss per share of kr1.93 last year.
Reported Earnings • Jul 12Second quarter 2026 earnings released: EPS: kr0.85 (vs kr0.23 loss in 2Q 2025)Second quarter 2026 results: EPS: kr0.85 (up from kr0.23 loss in 2Q 2025). Revenue: kr708.1m (up kr614.2m from 2Q 2025). Net income: kr87.7m (up kr111.3m from 2Q 2025). Profit margin: 12% (up from net loss in 2Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Consumer Durables industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
공고 • Jun 29Besqab AB (publ) to Report First Half, 2026 Results on Jul 10, 2026Besqab AB (publ) announced that they will report first half, 2026 results on Jul 10, 2026
공고 • Mar 28Besqab AB (publ), Annual General Meeting, Apr 29, 2026Besqab AB (publ), Annual General Meeting, Apr 29, 2026, at 14:00 W. Europe Standard Time. Location: company`s premises at norra stationsgatan 69, 113 64 stockholm, stockholm Sweden
Reported Earnings • Feb 02Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: kr1.09 loss per share (down from kr0.45 profit in FY 2024). Revenue: kr836.4m (down 75% from FY 2024). Net loss: kr112.5m (down 379% from profit in FY 2024). Revenue missed analyst estimates by 2.9%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 38% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Consumer Durables industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
분석 기사 • Jul 18Besqab's (STO:BESQAB) Solid Profits Have Weak FundamentalsBesqab AB (publ)'s ( STO:BESQAB ) stock was strong after they recently reported robust earnings. However, our analysis...
Price Target Changed • Jul 13Price target increased by 8.5% to kr44.50Up from kr41.00, the current price target is an average from 2 analysts. New target price is 52% above last closing price of kr29.20. Stock is up 22% over the past year. The company posted a net loss per share of kr1.93 last year.
Reported Earnings • Jul 12Second quarter 2026 earnings released: EPS: kr0.85 (vs kr0.23 loss in 2Q 2025)Second quarter 2026 results: EPS: kr0.85 (up from kr0.23 loss in 2Q 2025). Revenue: kr708.1m (up kr614.2m from 2Q 2025). Net income: kr87.7m (up kr111.3m from 2Q 2025). Profit margin: 12% (up from net loss in 2Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Consumer Durables industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
공고 • Jun 29Besqab AB (publ) to Report First Half, 2026 Results on Jul 10, 2026Besqab AB (publ) announced that they will report first half, 2026 results on Jul 10, 2026
공고 • Mar 28Besqab AB (publ), Annual General Meeting, Apr 29, 2026Besqab AB (publ), Annual General Meeting, Apr 29, 2026, at 14:00 W. Europe Standard Time. Location: company`s premises at norra stationsgatan 69, 113 64 stockholm, stockholm Sweden
Reported Earnings • Feb 02Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: kr1.09 loss per share (down from kr0.45 profit in FY 2024). Revenue: kr836.4m (down 75% from FY 2024). Net loss: kr112.5m (down 379% from profit in FY 2024). Revenue missed analyst estimates by 2.9%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 38% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Consumer Durables industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
공고 • Jan 23Besqab AB (Publ) Completes and Handover over Rental Housing Project Completes and HandoverBesqab AB (publ) has completed and handed over a rental housing project comprising 111 apartments in Taby to the buyer, Patrizia. The handover was completed in line with the agreed schedule. Besqab has finalized and delivered another project included in the portfolio of rental housing developments divested to the global asset manager Patrizia in June 2022. The project consists of 111 rental apartments within the development area Viggby Angar in Taby. According to the agreement, the buyer takes possession of each housing project upon completion. The completed projects have been handed over as scheduled.
공고 • Dec 19Besqab Commences Construction of 70 New Homes At Norrberget in VaxholmBesqab AB (publ) is starting the construction of 70 homes in Storgarden, the fourth development phase at Norrberget in Vaxholm. The construction will be carried out as a dividend contract with Besqab's own site management. The homes are expected to be ready for occupancy in early 2028. Storgarden comprises four buildings with a total of 70 new apartments. It is the fourth phase of the Norrberget development area, which will ultimately include five residential blocks with approximately 230 homes, as well as a preschool and a special housing facility. Construction will be carried out as a split contract with Besqab's's own site management, like previous phases at Norrberget. Storgarden is expected to be completed in 2028.
공고 • Nov 08Besqab Announces Management ChangesBesqab AB announced changes in the Management team. Hanna Bodbacka becomes Head of Operations Development with responsibility for sustainability, project planning, purchasing and digitalization. Sara Vesterlund takes over as Head of Business Development and Anna Åkerlund leaves the Management team to focus on the role of Head of Investment Relations. Hanna Bodbacka, previously Head of Sustainability, will become Head of Operations Development. The aim is to further strengthen the integration of sustainability in all project operations and to increase efficiency in all processes and working methods through AI and digitalization. Anna Åkerlund, former Head of IR, Communications and HR, is moving to the role of Head of IR. Responsibility for HR and Communications is dividend between Malin Semb-Josefson, newly recruited HR Manager, and Communications Manager Christina Durling. All report to the Management team. By November 7, 2025, the Besqab Group Management will be: Magnus Andersson, CEO. Hanna Bodbacka, Head of Operations Development. Emmy Fredenklo, Head of Legal. David Johansson, COO. Magnus Sundell, CFO. Anna Slåtteby, Head of Sales and Marketing. Sara Vesterlund, Head of Business Development.
Price Target Changed • Nov 03Price target increased by 13% to kr33.50Up from kr29.67, the current price target is an average from 2 analysts. New target price is 36% above last closing price of kr24.70. Stock is down 8.2% over the past year. The company is forecast to post earnings per share of kr2.02 for next year compared to kr0.45 last year.
Reported Earnings • Oct 26Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: kr332.3m (down 68% from 3Q 2024). Net loss: kr13.9m (down 129% from profit in 3Q 2024). Revenue is forecast to grow 38% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Consumer Durables industry in Sweden. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
공고 • Oct 02Besqab AB (publ) (OM:BESQAB) entered into an agreement to acquire Stanford 1 in Hagastaden, Stockholm from Atrium Ljungberg AB (publ) (OM:ATRLJ B) for approximately SEK 820 million.Besqab AB (publ) (OM:BESQAB) entered into an agreement to acquire Stanford 1 in Hagastaden, Stockholm from Atrium Ljungberg AB (publ) (OM:ATRLJ B) for approximately SEK 820 million on September 30, 2025. A cash consideration of SEK 818 million will be paid by Besqab AB (publ).
공고 • Aug 28Besqab AB (publ) to Develop 140 New Homes at Hagernas Strand in TabyBesqab AB (publ) is planning approximately 140 new residential units in a highly attractive seaside location at Hagernas Strand in Taby Municipality. The zoning plan has now gained legal force, and construction of the homes - developed in accordance with the Nordic Swan Ecolabel - is scheduled to begin in 2026.
공고 • Aug 22Besqab AB (publ) Announces Zoning Plan for Saltangen Project in NackaThe zoning plan for Besqab AB's (publ) Saltangen project in Nacka has now gained legal force. Construction of the approximately 50 new homes is expected to begin in 2026. The zoning plan for the Saltangen project in NACKa was legally approved during the summer of 2025. The project is located in an established residential area with both single-family homes and apartment buildings, near Ektorp Centrum. Designed by Bergkrantz Arkitektur AB, the development includes two buildings with approximately 50 new apartments, carefully designed to blend in with the surrounding architecture. Construction is scheduled to start in 2026.
Reported Earnings • Jul 14Second quarter 2025 earnings released: kr0.23 loss per share (vs kr0.029 loss in 2Q 2024)Second quarter 2025 results: kr0.23 loss per share (further deteriorated from kr0.029 loss in 2Q 2024). Revenue: kr93.9m (down 94% from 2Q 2024). Net loss: kr23.6m (loss widened kr20.7m from 2Q 2024). Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Consumer Durables industry in Sweden. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.
공고 • Jun 13Besqab AB (publ) Begins Construction of Final Phase of Viggby Angar Housing Project in TabyBesqab AB (publ) has commenced construction of fifteen new townhouses, marking the fourth and final phase of the Viggby Angar development area in Taby. The construction is being carried out as a turnkey contract, with Bergschold & Holm responsible for groundwork and Active Bygg handling the building construction. The homes, designed to meet Energy Class B and Nordic Swan Ecolabel (Generation 4) standards, are expected to be ready for occupancy by summer 2026. The fourth phase of Viggby Angar consists of fifteen unique townhouses designed by Belatchew Architects. The construction is being carried up as a turnkey contract, With Bergschold &Holm responsible for groundwork and Active bygg for the building construction. Occupancy is expected in summer 2026, at which point the entire Viggby Angar area will be completed, comprising 274 newly built homes in both rental and cooperative formats, including single-family homes and apartment buildings. Sustainability has been a key focus in the planning of the townhouses, which are being built to meet Energy Class B andN Nordic Swan Ecolabel (generation 4) standards. The houses are arranged in two rows, with green roofs on one side and fully integrated solar panels on the other. The target climate footprint is 110 kg CO2e/sqm. The houses are insulated with wood fiber, built without steel beams or columns in the load-bearing structure, and use climate-improved concrete for the foundation. They are designed for flexibility, allowing for the addition of one to three bedrooms, and a walkway between the rows encourages social interaction. Reused brick and natural stone are used for exterior ground covering, and each household will have an electric car charger and a planter box with stormwater delay functionality.
공고 • Jun 05Besqab AB (publ) Begins Construction of 38 New Seaside Homes in VaxholmBesqab AB (publ) has started construction of 38 new homes in the Berghallen project, which represents the third phase of the Norrberget development area in Vaxholm. The construction is being carried out as a divided contract under Besqab's management, and the homes are expected to be ready for first occupancy in early 2027. Berghallen, the third phase of Besqab's new development area Norrberget in Vaxholm, includes 38 apartments distributed across two multi-family buildings and three terrraced houses. In total, Norrberget will comprise approximately 250 new homes, spread across five blocks. The architecture is inspired by the existing buildings in old Vaxholm, featuring wooden facades and traditional colors. The attractive location with views over Vaxholmsfjarden has been utilized through window placement, dormers, and balconies. The project is being carried out as a split contract under besqab's management. The homes are being built to meet the Nordic Swan Ecolabel certification (version 3) and are expected to achieve energy class B. Sales have begun, and the first move-ins are expected in early 2027.
New Risk • May 12New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.2x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.2x net interest cover). Shareholders have been substantially diluted in the past year (92% increase in shares outstanding). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.0% net profit margin).
New Risk • May 09New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 42% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (92% increase in shares outstanding). Minor Risks High level of debt (42% net debt to equity). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.0% net profit margin).
공고 • May 07Besqab AB (publ) Approves Board ChangesBesqab AB (publ) announced that at its AGM held on 7 May 2025, resolved, in accordance with the nomination committee's proposal, to elect Louise Eklund as new director. Alexander Alm-Pandeya has declined re-election.
Major Estimate Revision • May 05Consensus EPS estimates fall by 19%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from kr2.23 to kr1.80 per share. Revenue forecast steady at kr2.58b. Net income forecast to grow 363% next year vs 20% growth forecast for Consumer Durables industry in Sweden. Consensus price target of kr30.50 unchanged from last update. Share price fell 2.7% to kr22.00 over the past week.
Board Change • Apr 22No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 3 highly experienced directors. No independent directors (3 non-independent directors). Founder & Director Samir Taha was the last director to join the board, commencing their role in 2006. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
공고 • Apr 08Besqab AB (publ), Annual General Meeting, May 07, 2025Besqab AB (publ), Annual General Meeting, May 07, 2025. Location: baker mckenzie advokatbyra at vasagatan 7, 101 23 stockholm, Australia
공고 • Mar 28Besqab AB (publ) Completes and Delivers Rental Housing Project in Huddinge to PatriziaBesqab AB (publ) has completed and delivered a rental housing project with four apartment buildings in Huddinge to Patrizia. The handover is in accordance with the time schedule. Besqab AB has completed and delivered another project in the portfolio of rental housing projects that were sold to Patrizia in June 2022. The project comprises 156 apartments in Huddinge. In June 2022, Aros Bostad (now Besqab) sold a larger portfolio of rental housing projects to the global asset manager Patrizia. The portfolio included projects in Danderyd, Huddinge, Taby, and Solna. According to the agreement, the buyer will take possession of each housing project upon completion. In October 2024, the first project, located in Danderyd, was handed over. The completed projects have been delivered in accordance with the time schedules.
공고 • Feb 15Besqab AB (Publ) Is Building 22 New Homes in Vallingby in StockholmBesqab AB (publ) started the housing project with a ceremony. The project includes 22 new townhouses in Vallingby in Stockholm. The 22 new townhouses adds a new block in an already established area. Vemdalsgatan is a child-friendly area close to the metro, schools and shops. The homes will be completed in autumn 2026. The houses are built according to the Swan eco label.
공고 • Jan 23Besqab AB (Publ) Launches New Residential Project with Townhouses in StockholmBesqab AB (publ) is starting the production of 22 new homes in the Glimten project, which constitutes the final part of Vallingby Parkstad in Stockholm Municipality. Turnkey contracts have been signed with Derome for house production and with Nator for groundworks. Sales have begun with large interest from the market. Glimten includes the new construction of 20 townhouses and two semi-detached houses, all three stories high with wooden facades and roof terraces. The homes are being built in line with the Nordic Swan Label, with energy class B and green concrete in the foundation slab. The project, which is the final phase of the new production area Vallingby Parkstad, is located in Racksta in Stockholm Municipality. Sales of Besqab's homes began in November 2024, and handover to customer is expected to take place in the summer of 2026.
공고 • Dec 18Besqab AB (publ) Starts the Production of a Wooded Building with 76 New Residential Apartments in DanderydBesqab AB (publ) starts production of 76 new tenant-owned apartments in the Hertha project next to Danderyd Hospital. The building will be constructed with the facade and frame entirely made of wood. Contracts have been signed with Lindbäcks Bygg for the building construction and with Bergschöld & Holm for the site development and foundation work. Hertha has been designed by the architectural firm Hermansson, Hiller & Lundberg and will include 76 condominium apartments in a building with frames and facades made entirely of wood. Construction contracts have been signed with Lindbäcks Bygg for the building's construction and with Bergschöld & Holm for foundation work and site development. Production will commence in the fourth quarter of 2024, and the project is expected to be completed in the first half of 2026.
분석 기사 • Nov 22Besqab's (STO:BESQAB) Anemic Earnings Might Be Worse Than You ThinkA lackluster earnings announcement from Besqab AB (publ) ( STO:BESQAB ) last week didn't sink the stock price. However...
Major Estimate Revision • Nov 22Consensus EPS estimates fall by 63%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from kr2.36b to kr2.58b. EPS estimate fell from kr0.61 to kr0.223 per share. Net income forecast to shrink 71% next year vs 19% growth forecast for Consumer Durables industry in Sweden . Consensus price target of kr29.33 unchanged from last update. Share price was steady at kr24.50 over the past week.
Reported Earnings • Nov 19Third quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2024 results: EPS: kr0.47 (down from kr1.09 in 3Q 2023). Revenue: kr1.04b (up 140% from 3Q 2023). Net income: kr48.3m (down 8.2% from 3Q 2023). Profit margin: 4.6% (down from 12% in 3Q 2023). Revenue exceeded analyst estimates by 37%. Earnings per share (EPS) missed analyst estimates by 10%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Consumer Durables 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 fallen by 23% per year, which means it is significantly lagging earnings.
New Risk • Oct 16New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 2.7% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (2.7% operating cash flow to total debt). Shareholders have been substantially diluted in the past year (110% increase in shares outstanding). Minor Risk Large one-off items impacting financial results.
New Risk • Sep 15New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.7% Last year net profit margin: 3.6% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (112% increase in shares outstanding). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.7% net profit margin).
분석 기사 • Sep 14Analysts Just Slashed Their Besqab AB (publ) (STO:BESQAB) EPS NumbersMarket forces rained on the parade of Besqab AB (publ) ( STO:BESQAB ) shareholders today, when the analysts downgraded...
Major Estimate Revision • Sep 13Consensus revenue estimates fall by 10%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from kr2.63b to kr2.36b. EPS estimate fell from kr0.70 to kr0.61 per share. Net income forecast to shrink 29% next year vs 7.3% growth forecast for Consumer Durables industry in Sweden . Consensus price target of kr29.67 unchanged from last update. Share price was steady at kr24.80 over the past week.
Major Estimate Revision • Sep 03Consensus EPS estimates fall by 18%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from kr0.832 to kr0.685 per share. Revenue forecast steady at kr2.36b. Net income forecast to shrink 29% next year vs 32% growth forecast for Consumer Durables industry in Sweden . Consensus price target of kr29.67 unchanged from last update. Share price was steady at kr26.30 over the past week.
공고 • Aug 19Besqab AB (publ) Announces CFO ChangesBesqab AB (publ) has recruited Magnus Sundell as the new CFO. Sundell, who has over 25 years of experience in senior positions within the real estate industry, succeeds Anna Jepson and will join the group management team. Magnus Sundell most recently served as Deputy CEO at SIBS AB, a company focused on industrial housing production. He holds a Bachelor of Science in Finance from Uppsala University and has previously held senior positions at several real estate companies, including GE Real Estate and Stendörren Fastigheter. Sundell will begin his role as CFO at Besqab on 1 September and will immediately join Besqab's group management as CFO. He succeeds Anna Jepson, who will leave the group after a transition period to take on the role of CFO at Atrium Ljungberg.
공고 • Jun 13Besqab AB (Publ) Develops More Residential Apartments At Invernesshojden in DanderydBesqab AB's (publ) CEO Magnus Andersson has initiated another phase of new residential apartments in the development project Invernesshojden in Danderyd. Together with Hanna Bocander, Chairman of the Municipal Board in Danderyd, and NCC's Production Manager Sara Albrecht, the last support layer for the basement floor was put in place. The project Invernesshoj den started in 2018 and now the third phase starts. Earlier stages include both condominiums and rental properties and when the entire area is ready, approximately 480 new homes, spread over four stages, have been added to the Inverness area in Danderyd.
New Risk • Jun 09New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: kr99m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.0x net interest cover). Shareholders have been substantially diluted in the past year (110% increase in shares outstanding). Minor Risk Significant insider selling over the past 3 months (kr99m sold).
New Risk • Jun 07New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 110% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.0x net interest cover). Shareholders have been substantially diluted in the past year (110% increase in shares outstanding).
Major Estimate Revision • Jun 06Consensus revenue estimates increase by 127%The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from kr694.0m to kr1.58b. EPS estimate unchanged from -kr0.033 at last update. Consumer Durables industry in Sweden expected to see average net income growth of 19% next year. Consensus price target down from kr47.17 to kr35.67. Share price rose 2.2% to kr28.00 over the past week.
Price Target Changed • Jun 05Price target decreased by 25% to kr35.67Down from kr47.83, the current price target is an average from 3 analysts. New target price is 28% above last closing price of kr27.80. Stock is down 7.0% over the past year. The company is forecast to post a net loss per share of kr0.83 compared to earnings per share of kr3.43 last year.
Reported Earnings • Jun 04First quarter 2024 earnings released: kr0.94 loss per share (vs kr1.40 profit in 1Q 2023)First quarter 2024 results: kr0.94 loss per share (down from kr1.40 profit in 1Q 2023). Revenue: kr389.0m (down 22% from 1Q 2023). Net loss: kr58.5m (down 187% from profit in 1Q 2023). Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Consumer Durables industry in Sweden.
분석 기사 • Apr 20Impressive Earnings May Not Tell The Whole Story For Aros Bostadsutveckling (STO:AROS)Unsurprisingly, Aros Bostadsutveckling AB (publ)'s ( STO:AROS ) stock price was strong on the back of its healthy...
Reported Earnings • Apr 17Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: kr3.43 (up from kr1.59 loss in FY 2022). Revenue: kr1.49b (up kr1.46b from FY 2022). Net income: kr168.3m (up kr230.9m from FY 2022). Profit margin: 11% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) also surpassed analyst estimates by 55%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 1.1% decline forecast for the Consumer Durables industry in Sweden.
분석 기사 • Apr 04Aros Bostadsutveckling (STO:AROS) Has A Somewhat Strained Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Recent Insider Transactions • Mar 10Founder & Director recently bought kr242k worth of stockOn the 7th of March, Per Rutegard bought around 10k shares on-market at roughly kr24.20 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Per has been a buyer over the last 12 months, purchasing a net total of kr601k worth in shares.
Major Estimate Revision • Feb 20Consensus EPS estimates fall by 42%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from kr1.48b to kr1.39b. EPS estimate also fell from kr3.36 per share to kr1.96 per share. Net income forecast to grow 1.1% next year vs 98% growth forecast for Real Estate industry in Sweden. Consensus price target broadly unchanged at kr47.17. Share price was steady at kr25.50 over the past week.
Major Estimate Revision • Feb 18Consensus revenue estimates increase by 20%, EPS downgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from kr1.21b to kr1.45b. EPS estimate fell from kr2.48 to kr2.21. Net income forecast to grow 115% next year vs 98% growth forecast for Real Estate industry in Sweden. Consensus price target broadly unchanged at kr47.17. Share price fell 8.9% to kr26.70 over the past week.
Recent Insider Transactions • Feb 16Founder & Chairman recently sold kr165k worth of stockOn the 12th of February, Johan Gustavsson sold around 2k shares on-market at roughly kr82.50 per share. This transaction amounted to 2.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite the recent sale, Johan has been a net buyer over the last 12 months, purchasing a net total of kr160k worth of shares.
Valuation Update With 7 Day Price Move • Feb 06Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to kr27.40, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 19x in the Real Estate industry in Sweden. Total loss to shareholders of 24% over the past year.
공고 • Feb 02Aros Bostadsutveckling AB (publ) (OM:AROS) made an offer to acquire Besqab AB (publ) (OM:BESQ) from a group of shareholders for SEK 1.8 billion.Aros Bostadsutveckling AB (publ) (OM:AROS) made an offer to acquire Besqab AB (publ) (OM:BESQ) from a group of shareholders for SEK 1.8 billion on January 31, 2024. The consideration for the shareholders in Besqab are offered 1.0417 newly issued common shares and 0.0718 newly issued series B preference shares in Aros Bostad for each existing share in Besqab. The total value of the Offer, based on all outstanding shares in Besqab, amounts to approximately SEK 1.86 billion, equivalent to approximately SEK 40.2 per share in Besqab. If Besqab were to pay dividends or carry out another value transfer before the settlement of the Offer the consideration in the Offer would be reduced accordingly. Assuming full acceptance of the Offer, Aros Bostad will issue approximately 48.1 million new common shares and approximately 3.2 million new series B preference shares. At full acceptance of the Offer, Aros Bostad’s shareholders will hold approximately 53% of the votes and Besqab’s shareholders will hold approximately 47% of the total votes in the New Company and the New Company is proposed to be named Besqab AB (publ). Aros Bostad has obtained irrevocable undertakings and declarations of intent to accept the Offer from shareholders in Besqab representing approximately 73% of the votes and capital in Besqab. Family Douglas (company incl.), Olle Engkvists stiftelse, Sven Jemsten with family (company incl.), Carl Wale with family, Paradeigma Partners AB, Kristian Wale with family (company incl.), Lars Öberg with family (company incl.), Paradigm Capital Value and AB Tuna Holding, representing approximately 36% of the votes and capital in Besqab, have entered irrevocable undertakings to accept the Offer. Additionally, family Nordström (company incl.), whose holdings together represents approximately 37% of the votes and capital in Besqab. Magnus Andersson will become CEO and Anna Jepson will become CFO of the New Company, and the intention is that the New Company’s senior executive management will consist of members from both Aros Bostad’s and Besqab’s current senior management teams, which secure continuity and an experienced and competent senior executive management. The board of directors of Besqab unanimously recommends the shareholders of Besqab to accept the Offer. The transaction is subject to Offer being accepted to such an extent that Aros Bostad becomes the owner of more than 90% of all outstanding shares in Besqab (at full dilution), if Aros Bostad undertakes to not complete the Offer if it is not accepted to that extent; approval of the shareholders of Aros Bostad at extraordinary general meeting held on February 16, 2024; Besqab does not resolve to issue shares or other securities in Besqab; any and all necessary regulatory authorisations, approvals, decisions and other actions required from authorities with respect to the Offer and for the completion of the acquisition obtained on terms acceptable to Aros Bostad; and the Offer is not rendered wholly or partly made impossible or significantly impeded as a result of any legislation or other regulation, court decision or order, governmental decision or any similar circumstance which is actual or reasonably foreseeable and which Aros Bostad could not have foreseen at the time of the announcement of the Offer. The acceptance period for the Offer is expected to commence on February 20, 2024 and conclude on March 12, 2024. The board of directors obtained fairness opinion from Öhrlings PricewaterhouseCoopers AB for recommendation. Aros Bostad has retained SEB Corporate Finance as financial advisor and Baker McKenzie as legal advisor in connection with the Offer.
Board Change • Feb 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Director Joakim Alm was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
분석 기사 • Dec 20Market Cool On Aros Bostadsutveckling AB (publ)'s (STO:AROS) RevenuesYou may think that with a price-to-sales (or "P/S") ratio of 1.7x Aros Bostadsutveckling AB (publ) ( STO:AROS ) is...
Major Estimate Revision • Nov 24Consensus EPS estimates fall by 23%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from kr1.29b to kr1.21b. EPS estimate also fell from kr3.22 per share to kr2.48 per share. Net income forecast to grow 29% next year vs 361% growth forecast for Real Estate industry in Sweden. Consensus price target down from kr50.50 to kr47.83. Share price fell 4.7% to kr28.30 over the past week.
Price Target Changed • Nov 22Price target decreased by 11% to kr47.83Down from kr53.83, the current price target is an average from 3 analysts. New target price is 62% above last closing price of kr29.50. Stock is down 30% over the past year. The company is forecast to post earnings per share of kr2.48 next year compared to a net loss per share of kr1.58 last year.
Reported Earnings • Nov 19Third quarter 2023 earnings released: EPS: kr1.09 (vs kr0.13 loss in 3Q 2022)Third quarter 2023 results: EPS: kr1.09 (up from kr0.13 loss in 3Q 2022). Revenue: kr437.2m (up kr431.2m from 3Q 2022). Net income: kr52.6m (up kr57.4m from 3Q 2022). Profit margin: 12% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Real Estate industry in Sweden.
공고 • Oct 20An unknown fund managed by CBRE Investment Management, LLC acquired residential asset in Täby, Greater Stockholm, Sweden from Aros Bostadsutveckling AB (publ) (OM:AROS).An unknown fund managed by CBRE Investment Management, LLC acquired residential asset in Täby, Greater Stockholm, Sweden from Aros Bostadsutveckling AB (publ) (OM:AROS) on October 18, 2023. An unknown fund managed by CBRE Investment Management, LLC completed the acquisition of residential asset in Täby, Greater Stockholm, Sweden from Aros Bostadsutveckling AB (publ) (OM:AROS) on October 18, 2023.
분석 기사 • Aug 31Aros Bostadsutveckling AB (publ) (STO:AROS) Analysts Are More Bearish Than They Used To BeThe analysts covering Aros Bostadsutveckling AB (publ) ( STO:AROS ) delivered a dose of negativity to shareholders...
Reported Earnings • Aug 28Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2023 results: kr0.081 loss per share (improved from kr0.28 loss in 2Q 2022). Revenue: kr66.6m (up kr61.1m from 2Q 2022). Net loss: kr3.88m (loss narrowed 63% from 2Q 2022). Revenue missed analyst estimates by 62%. Earnings per share (EPS) exceeded analyst estimates by 25%. Revenue is forecast to grow 36% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Real Estate industry in Sweden.
Recent Insider Transactions • Jun 21Founder & Director recently bought kr74k worth of stockOn the 16th of June, Per Rutegard bought around 3k shares on-market at roughly kr29.54 per share. This transaction amounted to 6.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth kr2.6m. Per has been a buyer over the last 12 months, purchasing a net total of kr1.7m worth in shares.
분석 기사 • Jun 01Aros Bostadsutveckling AB (publ)'s (STO:AROS) Shares Not Telling The Full StoryWith a price-to-sales (or "P/S") ratio of 2.8x Aros Bostadsutveckling AB (publ) ( STO:AROS ) may be sending bullish...
Recent Insider Transactions • Feb 28Founder & Director recently bought kr88k worth of stockOn the 23rd of February, Samir Taha bought around 2k shares on-market at roughly kr42.12 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth kr190k. Despite this recent buy, Samir has been a net seller over the last 12 months, reducing personal holdings by kr1.7m.
Recent Insider Transactions • Feb 23Founder & Director recently bought kr190k worth of stockOn the 17th of February, Samir Taha bought around 5k shares on-market at roughly kr38.09 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Samir has been a net seller over the last 12 months, reducing personal holdings by kr1.8m.
Reported Earnings • Feb 19Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: kr1.59 loss per share (down from kr1.27 profit in FY 2021). Net loss: kr62.6m (down 240% from profit in FY 2021). Revenue missed analyst estimates by 82%. Earnings per share (EPS) also missed analyst estimates. Revenue is forecast to grow 58% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Real Estate industry in Sweden.
공고 • Feb 17+ 1 more updateAros Bostadsutveckling AB (publ) Announces CFO Changes, Effective 1 March 2023Aros Bostadsutveckling AB publ has appointed Maja Dahlén as new CFO for the business as of 1 March 2023. Maja Dahlén has worked at Aros Bostad since 2017, of which the three last years as Financial Director. Maja replaces Ken Wendelin, who leaves the company, and takes position in the management team as of 1 March 2023. The role as Financial Director is assumed by Alexander Kjäll, who has chosen to come back to Aros Bostad after a couple of years outside the company. Aros Bostad's current CFO and deputy CEO Ken Wendelin will, as previously announced, start a newengagement outside the group. Ken will however work for Aros Bostad until 30 April, to secure that Aros Bostad's new CFO and Head of Finance and Transaction are getting into their new roles.
Recent Insider Transactions • Jan 20Founder & Director recently bought kr125k worth of stockOn the 13th of January, Per Rutegard bought around 4k shares on-market at roughly kr35.73 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Per has been a buyer over the last 12 months, purchasing a net total of kr1.2m worth in shares.
Recent Insider Transactions • Jan 18Founder & Director recently bought kr125k worth of stockOn the 13th of January, Per Rutegard bought around 4k shares on-market at roughly kr35.73 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Per has been a buyer over the last 12 months, purchasing a net total of kr1.2m worth in shares.
Recent Insider Transactions • Jan 02Founder & Chairman recently bought kr67k worth of stockOn the 28th of December, Johan Gustavsson bought around 2k shares on-market at roughly kr37.03 per share. This transaction amounted to 89% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth kr121k. Despite this recent buy, Johan has been a net seller over the last 12 months, reducing personal holdings by kr2.1m.
Recent Insider Transactions • Dec 22Founder & Director recently bought kr69k worth of stockOn the 16th of December, Per Rutegard bought around 2k shares on-market at roughly kr38.01 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth kr407k. Per has been a buyer over the last 12 months, purchasing a net total of kr983k worth in shares.
Recent Insider Transactions • Dec 15Founder & Director recently bought kr91k worth of stockOn the 9th of December, Per Rutegard bought around 2k shares on-market at roughly kr38.20 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth kr407k. Per has been a buyer over the last 12 months, purchasing a net total of kr914k worth in shares.
Reported Earnings • Nov 19Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: kr0.13 loss per share (down from kr0.028 profit in 3Q 2021). Net loss: kr4.81m (down kr5.87m from profit in 3Q 2021). Revenue exceeded analyst estimates by 104%. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 64% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Real Estate industry in Sweden.
Price Target Changed • Nov 16Price target decreased to kr58.33Down from kr69.50, the current price target is an average from 3 analysts. New target price is 47% above last closing price of kr39.80. Stock is down 27% over the past year. The company is forecast to post a net loss per share of kr0.54 compared to earnings per share of kr1.27 last year.
Price Target Changed • Oct 05Price target decreased to kr58.33Down from kr69.50, the current price target is an average from 3 analysts. New target price is 30% above last closing price of kr45.00. Stock is down 16% over the past year. The company is forecast to post earnings per share of kr0.30 for next year compared to kr1.27 last year.
Recent Insider Transactions • Jul 05Founder & Director recently bought kr168k worth of stockOn the 27th of June, Samir Taha bought around 3k shares on-market at roughly kr55.97 per share. In the last 3 months, they made an even bigger purchase worth kr178k. Samir has been a buyer over the last 12 months, purchasing a net total of kr2.3m worth in shares.
Recent Insider Transactions • Jun 01Founder & Chairman recently bought kr60k worth of stockOn the 27th of May, Johan Gustavsson bought around 1k shares on-market at roughly kr59.54 per share. In the last 3 months, there was an even bigger purchase from another insider worth kr385k. This was Johan's only on-market trade for the last 12 months.
Recent Insider Transactions • May 25Founder & Director recently bought kr178k worth of stockOn the 19th of May, Samir Taha bought around 3k shares on-market at roughly kr59.29 per share. In the last 3 months, there was an even bigger purchase from another insider worth kr385k. Samir has been a buyer over the last 12 months, purchasing a net total of kr2.0m worth in shares.
Valuation Update With 7 Day Price Move • May 18Investor sentiment improved over the past weekAfter last week's 26% share price gain to kr61.00, the stock trades at a trailing P/E ratio of 51.8x. Average forward P/E is 9x in the Real Estate industry in Sweden.
Major Estimate Revision • May 17Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from kr233.4m to kr24.0m. EPS estimate increased from -kr1.04 to -kr0.76 per share. Real Estate industry in Sweden expected to see average net income decline 47% next year. Consensus price target down from kr63.00 to kr60.00. Share price rose 23% to kr62.00 over the past week.
Recent Insider Transactions • Mar 30CFO & Deputy CEO recently bought kr290k worth of stockOn the 23rd of March, Ken Wendelin bought around 5k shares on-market at roughly kr58.00 per share. In the last 3 months, they made an even bigger purchase worth kr385k. Ken has been a buyer over the last 12 months, purchasing a net total of kr1.8m worth in shares.
Recent Insider Transactions • Mar 24CFO & Deputy CEO recently bought kr352k worth of stockOn the 15th of March, Ken Wendelin bought around 6k shares on-market at roughly kr58.00 per share. In the last 3 months, they made an even bigger purchase worth kr385k. Ken has been a buyer over the last 12 months, purchasing a net total of kr1.5m worth in shares.
Recent Insider Transactions • Mar 23CFO & Deputy CEO recently bought kr352k worth of stockOn the 15th of March, Ken Wendelin bought around 6k shares on-market at roughly kr58.00 per share. In the last 3 months, they made an even bigger purchase worth kr385k. Ken has been a buyer over the last 12 months, purchasing a net total of kr1.5m worth in shares.
Recent Insider Transactions • Mar 10CFO & Deputy CEO recently bought kr385k worth of stockOn the 3rd of March, Ken Wendelin bought around 7k shares on-market at roughly kr57.30 per share. This was the largest purchase by an insider in the last 3 months. Ken has been a buyer over the last 12 months, purchasing a net total of kr846k worth in shares.
Major Estimate Revision • Mar 04Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 expected loss increased from -kr0.82 to -kr1.04 per share. Revenue forecast unchanged at kr233.4m. Real Estate industry in Sweden expected to see average net income decline 56% next year. Consensus price target down from kr66.00 to kr63.00. Share price fell 3.5% to kr55.00 over the past week.
분석 기사 • Mar 01Aros Bostadsutveckling AB (publ) Just Recorded A 146% EPS Beat: Here's What Analysts Are Forecasting NextInvestors in Aros Bostadsutveckling AB (publ) ( STO:AROS ) had a good week, as its shares rose 4.3% to close at kr58.20...
Reported Earnings • Feb 28Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: kr1.27 (up from kr1.25 loss in FY 2020). Revenue: kr104.9m (up kr89.8m from FY 2020). Net income: kr44.6m (up kr84.9m from FY 2020). Profit margin: 43% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 146%. Over the next year, revenue is forecast to grow 120%, compared to a 8.1% growth forecast for the industry in Sweden.
Recent Insider Transactions • Jan 25CFO & Deputy CEO recently bought kr125k worth of stockOn the 18th of January, Ken Wendelin bought around 2k shares on-market at roughly kr59.10 per share. In the last 3 months, there was an even bigger purchase from another insider worth kr1.1m. Ken has been a buyer over the last 12 months, purchasing a net total of kr410k worth in shares.
Recent Insider Transactions • Jan 19CFO & Deputy CEO recently bought kr286k worth of stockOn the 12th of January, Ken Wendelin bought around 5k shares on-market at roughly kr60.29 per share. In the last 3 months, there was an even bigger purchase from another insider worth kr1.1m. This was Ken's only on-market trade for the last 12 months.
Recent Insider Transactions • Jan 05Founder & Director recently bought kr63k worth of stockOn the 30th of December, Samir Taha bought around 1k shares on-market at roughly kr62.80 per share. In the last 3 months, they made an even bigger purchase worth kr1.1m. Samir has been a buyer over the last 12 months, purchasing a net total of kr1.8m worth in shares.
Recent Insider Transactions • Dec 25Founder & Director recently bought kr249k worth of stockOn the 17th of December, Samir Taha bought around 4k shares on-market at roughly kr62.34 per share. In the last 3 months, they made an even bigger purchase worth kr1.1m. Samir has been a buyer over the last 12 months, purchasing a net total of kr1.8m worth in shares.
Recent Insider Transactions • Dec 17Founder & Director recently bought kr244k worth of stockOn the 10th of December, Samir Taha bought around 4k shares on-market at roughly kr58.82 per share. In the last 3 months, they made an even bigger purchase worth kr1.1m. Samir has been a buyer over the last 12 months, purchasing a net total of kr1.5m worth in shares.
Recent Insider Transactions • Dec 03Founder & Director recently bought kr1.1m worth of stockOn the 29th of November, Samir Taha bought around 20k shares on-market at roughly kr55.92 per share. This was the largest purchase by an insider in the last 3 months. Samir has been a buyer over the last 12 months, purchasing a net total of kr1.3m worth in shares.
Reported Earnings • Dec 01Third quarter 2021 earnings: Revenues exceed analyst expectationsThird quarter 2021 results: Revenue: kr10.7m (up 67% from 3Q 2020). Net income: kr1.06m (up kr13.6m from 3Q 2020). Profit margin: 9.9% (up from net loss in 3Q 2020). The move to profitability was primarily driven by higher revenue. Revenue exceeded analyst estimates by 53%. Over the next year, revenue is forecast to grow 98%, compared to a 4.6% growth forecast for the industry in Sweden.
Recent Insider Transactions • Sep 25Founder & Director recently bought kr169k worth of stockOn the 20th of September, Samir Taha bought around 3k shares on-market at roughly kr56.40 per share. This was the largest purchase by an insider in the last 3 months. This was Samir's only on-market trade for the last 12 months.
분석 기사 • Sep 05We Think Aros Bostadsutveckling's (STO:AROS) Solid Earnings Are UnderstatedShareholders appeared to be happy with Aros Bostadsutveckling AB (publ)'s ( STO:AROS ) solid earnings report last week...
Reported Earnings • Sep 01Second quarter 2021 earnings released: kr0.42 loss per share (vs kr0.59 loss in 2Q 2020)The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2021 results: Revenue: kr18.1m (up kr17.5m from 2Q 2020). Net loss: kr13.6m (loss narrowed 28% from 2Q 2020).
