LINK Mobility Group Holding ASA

OB:LINK Voorraadrapport

Marktkapitalisatie: NOK 7.8b

LINK Mobility Group Holding Beheer

Beheer criteriumcontroles 2/4

Momenteel beschikken wij niet over voldoende informatie over de CEO.

Belangrijke informatie

Thomas Berge

Algemeen directeur

NOK 22.2m

Totale compensatie

Percentage CEO-salaris22.70%
Dienstverband CEO4yrs
Eigendom CEO0.4%
Management gemiddelde ambtstermijn2.2yrs
Gemiddelde ambtstermijn bestuur5.3yrs

Recente managementupdates

Recent updates

Narratiefupdate May 18

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

CPaaS And RCS Rollout Will Open New Markets

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

New Communication Channels Will Open Future Opportunities In European Markets

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Analyse CEO-vergoeding

Hoe is Thomas Berge's beloning veranderd ten opzichte van LINK Mobility Group Holding's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
Mar 31 2026n/an/a

NOK 133m

Dec 31 2025NOK 22mNOK 5m

NOK 87m

Sep 30 2025n/an/a

NOK 105m

Jun 30 2025n/an/a

NOK 109m

Mar 31 2025n/an/a

NOK 167m

Dec 31 2024NOK 8mNOK 5m

NOK 172m

Sep 30 2024n/an/a

NOK 176m

Jun 30 2024n/an/a

NOK 178m

Mar 31 2024n/an/a

NOK 104m

Dec 31 2023NOK 24mNOK 5m

NOK 38m

Sep 30 2023n/an/a

-NOK 263m

Jun 30 2023n/an/a

-NOK 242m

Mar 31 2023n/an/a

-NOK 216m

Dec 31 2022NOK 18mNOK 5m

-NOK 194m

Sep 30 2022n/an/a

NOK 158m

Jun 30 2022n/an/a

NOK 37m

Mar 31 2022n/an/a

-NOK 27m

Dec 31 2021NOK 20mNOK 2m

-NOK 78m

Sep 30 2021n/an/a

-NOK 196m

Jun 30 2021n/an/a

-NOK 187m

Mar 31 2021n/an/a

-NOK 61m

Dec 31 2020NOK 4mNOK 2m

-NOK 328m

Compensatie versus markt: De totale vergoeding ($USD 2.40M ) Thomas } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de Norwegian markt ($USD 786.78K ).

Compensatie versus inkomsten: De beloning van Thomas is het afgelopen jaar met meer dan 20% gestegen, terwijl de winst van het bedrijf met meer dan 20% is gedaald.


CEO

Thomas Berge

4yrs
Tenure
NOK 22,216,000
Compensatie

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


Leiderschapsteam

NaamPositieTenureCompensatieEigendom
Thomas Berge
Chief Executive Officer4yrsNOK 22.22m0.42%
NOK 33.0m
Morten Edvardsen
CFO & VP Investor Relationsno dataNOK 12.75m0.18%
NOK 13.8m
Arnhild Sivertsen
Chief Human Resources Officer1.9yrsNOK 11.93mgeen gegevens
Benoit Bole
Chief Operating Officer of Western Europeno dataNOK 13.49m0.00043%
NOK 33.4k
Riccardo Dragoni
COO of Central Europe2.5yrsNOK 12.01m0.0030%
NOK 236.0k
Eirik Pedersen
Chief Operating Officer of Northern Europeless than a yeargeen gegevensgeen gegevens
2.2yrs
Gemiddelde duur

Ervaren management: Het managementteam van LINK wordt beschouwd als ervaren (gemiddelde ambtstermijn 2.2 jaar).


Bestuursleden

NaamPositieTenureCompensatieEigendom
Grethe Viksaas
Independent Board Member6.3yrsNOK 525.00k0.0022%
NOK 174.7k
Per Hove
Directorless than a yeargeen gegevensgeen gegevens
Sara Katarina Forste
Independent Board Member6.3yrsNOK 525.00k0.0056%
NOK 436.3k
Andre Christensen
Independent Chairman of the Board4.3yrsNOK 915.00kgeen gegevens
Davide Coneway
Board Observerno datageen gegevensgeen gegevens
5.3yrs
Gemiddelde duur

Ervaren bestuur: De raad van bestuur van LINK wordt beschouwd als ervaren (gemiddelde ambtstermijn 5.3 jaar).


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/25 13:39
Aandelenkoers aan het einde van de dag2026/05/22 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

LINK Mobility Group Holding ASA wordt gevolgd door 8 analisten. 5 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
null nullABG Sundal Collier
Rayan SayyahDanske Bank
Henriette TrondsenDanske Bank