Announcement • Feb 10
HMS Networks AB (publ) to Report Fiscal Year 2025 Final Results on Mar 25, 2026 HMS Networks AB (publ) announced that they will report fiscal year 2025 final results on Mar 25, 2026 Announcement • Feb 05
HMS Networks AB (publ) to Report Q4, 2026 Final Results on Jan 28, 2027 HMS Networks AB (publ) announced that they will report Q4, 2026 final results at 7:30 AM, Coordinated Universal Time on Jan 28, 2027 Announcement • Nov 16
HMS Networks AB (publ) to Report Q2, 2026 Results on Jul 14, 2026 HMS Networks AB (publ) announced that they will report Q2, 2026 results at 7:30 AM, Coordinated Universal Time on Jul 14, 2026 Announcement • Sep 23
HMS Networks AB (publ), Annual General Meeting, Apr 23, 2026 HMS Networks AB (publ), Annual General Meeting, Apr 23, 2026. Announcement • Sep 12
HMS Networks AB (publ) to Report Q1, 2026 Results on Apr 23, 2026 HMS Networks AB (publ) announced that they will report Q1, 2026 results on Apr 23, 2026 Announcement • Apr 24
HMS Networks AB (publ) Approves No Dividend for the Financial Year 2024 HMS Networks AB (publ) held its Annual General Meeting on April 25, 2025, resolved in accordance with the Board’s proposal that no dividend shall be paid to the shareholders for the 2024 financial year, and that the profit for 2024 plus the retained earnings carried forward from the previous years shall be carried forward. Announcement • Apr 23
HMS Networks AB (publ) to Report Fiscal Year 2025 Results on Jan 27, 2026 HMS Networks AB (publ) announced that they will report fiscal year 2025 results on Jan 27, 2026 Announcement • Nov 01
HMS Networks AB (publ) (OM:HMS) completed the acquisition of PEAK-System Technik GmbH from Dogawist-Investment GmbH. HMS Networks AB (publ) (OM:HMS) entered into a binding agreement to acquire PEAK-System Technik GmbH from Dogawist-Investment GmbH for €69 million on October 1, 2024. The acquisition will be financed through a combination of existing financing arrangements and a new term loan of €30 million provided by Skandinaviska Enskilda Banken AB (Publ) and the Swedish Export Credit Corporation.
For the period ending September 30, 2024, PEAK-System Technik GmbH reported total revenue of €25 million.
The transaction is subject to closing conditions and the is expected to be completed on November 1, 2024.
HMS Networks AB (publ) (OM:HMS) completed the acquisition of PEAK-System Technik GmbH from Dogawist-Investment GmbH November 1, 2024. Announcement • Oct 15
HMS Networks AB (publ) Changes Organization to Strengthen Customer Focus and Cross-Selling HMS Networks AB (publ) announced a re-organization into a structure with three divisions to gear up for continued growth. Rationale for the organization change Since 2017, HMS has been operating with a matrix organization with business units responsible for product development and market units responsible for sales and marketing of all products. Following the organic growth over the last years and the recent acquisitions of Red Lion Controls and PEAK-System, HMS re-structures to better serve the different customer groups and group the product offerings to leverage technology synergies. The three divisions The result is three divisions, all with clear target customer groups where each division has full Profit & Loss responsibility and a homogeneous offer. Industrial Data Solutions (IDS): Solutions to connect, secure, diagnose and visualize data in industrial applications. The main brands will include Red Lion, Ewon and N-tron focusing on machine builders, system integrators and end-users within Industrial Automation. The division will be led by Alexander Hess, who currently holds the position as SVP Information Centric at HMS. Industrial Network Technologies (INT): Technology for communication, control and security in industrial devices. The main brand will be Anybus focusing on device makers within Industrial Automation. The division will be led by Bartek S. Candell, who currently holds the position as SVP Control Centric at HMS. New Industries (NI): Industrial communication for niche applications in growing industries outside the Industrial Automation markets. Building Automation and Vehicle Communication will be under New Industries. Main brands will be Intesis, Ixxat, PEAK-System and Owasys. The managers in New Industries will report to CEO Staffan Dahlström. The new organization will be in place from January 1, 2025. This also means that HMS will start with segment reporting as of the first quarter 2025. Financial implications from the organization change As a result of the new organization there will be about 40 positions, primarily within management and the sales and marketing organization, that will be impacted. Including the acquisition of PEAK-System and the divestment of MB Connect Line, HMS will have just over 1100 employees from January 1, 2025. The restructuring following the organizational change is expected to result in full year savings of SEK 40 million, with full impact from January 1, 2025, and will come with restructuring costs of SEK 25 million that will impact the fourth quarter of 2024. Announcement • Oct 04
HMS Networks AB (publ), Annual General Meeting, Apr 24, 2025 HMS Networks AB (publ), Annual General Meeting, Apr 24, 2025. Announcement • Oct 02
HMS Networks AB (publ) (OM:HMS) entered into a binding agreement to acquire PEAK-System Technik GmbH from Dogawist-Investment GmbH for €69 million. HMS Networks AB (publ) (OM:HMS) entered into a binding agreement to acquire PEAK-System Technik GmbH from Dogawist-Investment GmbH for €69 million on October 1, 2024. The acquisition will be financed through a combination of existing financing arrangements and a new term loan of €30 million provided by Skandinaviska Enskilda Banken AB (Publ) and the Swedish Export Credit Corporation.
For the period ending September 30, 2024, PEAK-System Technik GmbH reported total revenue of €25 million.
The transaction is subject to closing conditions and the is expected to be completed on November 1, 2024. Announcement • Apr 19
HMS Networks AB (publ) has completed a Follow-on Equity Offering in the amount of SEK 1.4 billion. HMS Networks AB (publ) has completed a Follow-on Equity Offering in the amount of SEK 1.4 billion.
Security Name: Shares
Security Type: Common Stock
Securities Offered: 3,500,000
Price\Range: SEK 400
Transaction Features: Subsequent Direct Listing Announcement • Apr 18
HMS Networks AB (publ) has filed a Follow-on Equity Offering in the amount of SEK 1.4 billion. HMS Networks AB (publ) has filed a Follow-on Equity Offering in the amount of SEK 1.4 billion.
Security Name: Shares
Security Type: Common Stock
Transaction Features: Subsequent Direct Listing Announcement • Apr 16
HMS Networks AB (Publ) Realize Immediate Cost Synergies and Launches Cost-Saving Program to Streamline the Organization on April 2, 2024, HMS and Red Lion have started the work of realizing synergies between the companies and hereby announces immediate cost synergies. Additionally, as a result of strong organic growth the last few years, and a dampened market demand experienced over the recent quarters and a slower market recovery, HMS is now initiating a cost-saving program to reduce the costs and streamline the organization to be positioned for further growth. The main initiatives of the program will be to realize early cost synergies from the acquisition of Red Lion and a restructuring of the Anybus organization, but also a fine-tuning of the European organization. The program is expected to affect approximately 45 positions in total, of which approximately 25 positions in Sweden, and result in cost savings of about SEK 30 million in 2024, with a full year effect of about SEK 55 million. As a result of the program, HMS will commence negotiations with labor unions in Sweden. The expected cost savings will gradually materialize during the second quarter of 2024, with full impact from the start of the third quarter of 2024. As a result of the cost-saving program, the company expects one-time restructuring costs of approximately SEK 35 million during the second quarter. Announcement • Apr 10
Chief Commercial Officer, Hans Larsson Decides to Leave HMS Networks, Effective June 20, 2024 The Chief Commercial Officer (CCO), Hans Larsson, has decided to leave HMS Networks for new challenges outside the company. Hans Larsson will stay with HMS until June 20, 2024. Announcement • Apr 03
HMS Networks AB (publ) (OM:HMS) completed the acquisition of Red Lion Controls, Inc. from Spectris plc (LSE:SXS) for approximately $350 million. HMS Networks AB (publ) (OM:HMS) has entered into a binding agreement to acquire Red Lion Controls, Inc. from Spectris plc (LSE:SXS) for approximately $350 million on December 11, 2023. The acquisition will be financed through a combination of new debt and equity. HMS has obtained debt financing in an amount of $225 million provided by Skandinaviska Enskilda Banken AB and the Swedish Export Credit Corporation, consisting of a term loan and a revolving credit facility. In addition, Skandinaviska Enskilda Banken AB has provided a bridge loan facility in an amount of $120 million, which is expected to be repaid with the proceeds from a share issue that is planned to be carried out after the closing of the acquisition. In the twelve-month period ending on September 30, 2023, Red Lion reported sales of about $128.211 million and an adjusted EBIT of about $26.4315 million , corresponding to an adjusted EBIT margin of about 20.6 percent. Further, Red Lion reported in the corresponding period, a gross margin of about 55 percent. After allowing for tax, the net proceeds from the sale are expected to be approximately $275 million. After completion of the acquisition and the share issue, net debt/adjusted EBITDA on pre-IFRS 16 basis, excluding transaction and integration costs, is expected to be approximately 2.0x. The acquisition is subject subject to customary closing conditions including regulatory approvals, filing with and approval by the appropriate authorities under the Hart-Scott-Rodino Antitrust Improvement Act of 1976 and filing with and approval by the Committee on Foreign Investment in the United States. The transaction is expected to close during the first half of 2024. The acquisition is expected to be accretive to HMS' earnings per share from completion of the acquisition (excluding any non-cash amortization impacts from the transaction). Skandinaviska Enskilda Banken AB provides the debt financing facility (together with SEK) and acts as exclusive financial advisor to HMS on the contemplated share issue. Mannheimer Swartling Advokatbyrå acts as lead counsel to HMS on the acquisition of Red Lion, the debt financing facility and the contemplated share issue, with Cravath, Swaine & Moore as special US counsel. Alvarez & Marsal acts as Accountant and financial advisor to HMS in the transaction. Evan Yellin, Malte Richter and Han Wool Park of EC M&A - London acted as financial advisor to Spectris plc (LSE:SXS). Wilmer Cutler Pickering Hale and Dorr LLP acted as a legal counsel to Spectris plc (LSE:SXS). For HMS and Red Lion customers, there will be no initial changes. The HMS and Red Lion company names remain unchanged and product brands will be marketed and sold as before through the same channels. Production and shipping are handled from the HMS and Red Lion entities respectively. Contact details and email addresses remain, with the exception of India where Red Lion staff will get an hms-networks.com address.
HMS Networks AB (publ) (OM:HMS) completed the acquisition of Red Lion Controls, Inc. from Spectris plc (LSE:SXS) on April 2, 2024. Announcement • Mar 15
HMS Networks AB (publ) Announces Fredrik Hansson Declines Re-Election as Board Member HMS Networks AB (publ) at its Annual General Meeting to be held on April 23, 2024, announced Fredrik Hansson has declined re-election as Board Member. Announcement • Feb 15
HMS Networks AB (publ) to Report Fiscal Year 2023 Results on Mar 27, 2024 HMS Networks AB (publ) announced that they will report fiscal year 2023 results on Mar 27, 2024 Reported Earnings • Jan 27
Full year 2023 earnings released: EPS: kr12.23 (vs kr10.89 in FY 2022) Full year 2023 results: EPS: kr12.23 (up from kr10.89 in FY 2022). Revenue: kr3.03b (up 21% from FY 2022). Net income: kr571.0m (up 12% from FY 2022). Profit margin: 19% (down from 20% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Communications industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth. Announcement • Jan 26
HMS Networks AB (Publ) Proposes A Dividend The Board of Directors of HMS Networks AB (publ) proposed a dividend to the amount of SEK 4.40 (4.00) per share. Announcement • Jan 05
HMS Networks AB (publ), Annual General Meeting, Apr 23, 2024 HMS Networks AB (publ), Annual General Meeting, Apr 23, 2024. Announcement • Dec 13
HMS Networks AB (publ) (OM:HMS) has entered into a binding agreement to acquire Red Lion Controls, Inc. from Spectris plc (LSE:SXS) for approximately $350 million. HMS Networks AB (publ) (OM:HMS) has entered into a binding agreement to acquire Red Lion Controls, Inc. from Spectris plc (LSE:SXS) for approximately $350 million on December 11, 2023. The acquisition will be financed through a combination of new debt and equity. HMS has obtained debt financing in an amount of $225 million provided by Skandinaviska Enskilda Banken AB and the Swedish Export Credit Corporation, consisting of a term loan and a revolving credit facility. In addition, Skandinaviska Enskilda Banken AB has provided a bridge loan facility in an amount of $120 million, which is expected to be repaid with the proceeds from a share issue that is planned to be carried out after the closing of the acquisition. In the twelve-month period ending on September 30, 2023, Red Lion reported sales of about $128.211 million and an adjusted EBIT of about $26.4315 million , corresponding to an adjusted EBIT margin of about 20.6 percent. Further, Red Lion reported in the corresponding period, a gross margin of about 55 percent. After allowing for tax, the net proceeds from the sale are expected to be approximately $275 million. After completion of the acquisition and the share issue, net debt/adjusted EBITDA on pre-IFRS 16 basis, excluding transaction and integration costs, is expected to be approximately 2.0x. The acquisition is subject subject to customary closing conditions including regulatory approvals, filing with and approval by the appropriate authorities under the Hart-Scott-Rodino Antitrust Improvement Act of 1976 and filing with and approval by the Committee on Foreign Investment in the United States. The transaction is expected to close during the first half of 2024. The acquisition is expected to be accretive to HMS' earnings per share from completion of the acquisition (excluding any non-cash amortization impacts from the transaction). Skandinaviska Enskilda Banken AB provides the debt financing facility (together with SEK) and acts as exclusive financial advisor to HMS on the contemplated share issue. Mannheimer Swartling Advokatbyrå acts as lead counsel to HMS on the acquisition of Red Lion, the debt financing facility and the contemplated share issue, with Cravath, Swaine & Moore as special US counsel. Alvarez & Marsal acts as Accountant and financial advisor to HMS in the transaction. Evan Yellin, Malte Richter and Han Wool Park of EC M&A - London acted as financial advisor to Spectris plc (LSE:SXS). Announcement • Oct 23
HMS Networks expands Group Management HMS Networks AB (publ) has appointed Bartek S. Candell as Senior Vice President Control Centric and expands Group Management with this new role. Bartek S. Candell, General Manager for HMS’ business area Anybus, will take part of HMS’ Group Management in a new role with responsibility for the "Control Centric" area. Bartek has worked at HMS since 2011, in previous roles such as General Manager APAC and China, and Key Account Manager. Announcement • Oct 05
HMS Networks AB (publ) Appoints Nomination Committee HMS Networks AB (publ) announced that according to the previous AGM resolution, the Chairman of the Board has consulted with the company’s four largest shareholders for a Nomination Committee. The Nomination Committee will prepare proposals for the Annual General Meeting 2024 regarding Chairman of the AGM, Board of Directors, Chairman of the Board and auditors. The Nomination Committee will also prepare proposals concerning fees to the Board of Directors and auditors and remuneration for committee work. The Nomination Committee appointed for the 2024 Annual General Meeting in HMS Networks AB (publ) consists of the following members: Johan Menckel, Investment AB Latour, Chairman; Sophie Larsén, AMF Fonder; Patrik Jönsson, SEB Fonder; Staffan Dahlström, private shareholding; Charlotte Brogren, Chairman of the Board. Recent Insider Transactions • Aug 21
Chief Technology Officer recently sold kr3.6m worth of stock On the 18th of August, Jörgen Palmhager sold around 9k shares on-market at roughly kr421 per share. This transaction amounted to 4.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of kr3.0m more than they bought in the last 12 months. Valuation Update With 7 Day Price Move • Aug 18
Investor sentiment deteriorates as stock falls 21% After last week's 21% share price decline to kr419, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 16x in the Communications industry in the United Kingdom. Total returns to shareholders of 108% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr201 per share. Recent Insider Transactions • May 13
Employee Representative Director recently sold kr144k worth of stock On the 5th of May, Freddy Dahlberg sold around 288 shares on-market at roughly kr500 per share. This transaction amounted to 63% 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 this recent sale, insiders have collectively bought kr434k more than they sold in the last 12 months. Recent Insider Transactions • Apr 25
Co-Founder recently bought kr53k worth of stock On the 20th of April, Staffan Dahlstrom bought around 115 shares on-market at roughly kr462 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, there was an even bigger purchase from another insider worth kr81k. Staffan has been a buyer over the last 12 months, purchasing a net total of kr201k worth in shares. Upcoming Dividend • Apr 19
Upcoming dividend of kr4.00 per share at 0.9% yield Eligible shareholders must have bought the stock before 26 April 2023. Payment date: 03 May 2023. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (3.5%). Reported Earnings • Mar 29
Full year 2022 earnings released: EPS: kr10.89 (vs kr7.61 in FY 2021) Full year 2022 results: EPS: kr10.89 (up from kr7.61 in FY 2021). Revenue: kr2.51b (up 27% from FY 2021). Net income: kr507.8m (up 43% from FY 2021). Profit margin: 20% (up from 18% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Communications industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Feb 16
HMS Networks AB (publ) to Report Fiscal Year 2022 Final Results on Mar 24, 2023 HMS Networks AB (publ) announced that they will report fiscal year 2022 final results on Mar 24, 2023 Reported Earnings • Jan 27
Full year 2022 earnings released: EPS: kr10.89 (vs kr7.61 in FY 2021) Full year 2022 results: EPS: kr10.89 (up from kr7.61 in FY 2021). Revenue: kr2.51b (up 27% from FY 2021). Net income: kr508.0m (up 43% from FY 2021). Profit margin: 20% (up from 18% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Communications industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 27% per year. Announcement • Jan 18
HMS Networks AB (publ) to Report Q3, 2023 Results on Oct 18, 2023 HMS Networks AB (publ) announced that they will report Q3, 2023 results on Oct 18, 2023 Valuation Update With 7 Day Price Move • Jan 16
Investor sentiment improved over the past week After last week's 20% share price gain to kr358, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 20x in the Communications industry in the United Kingdom. Total returns to shareholders of 103% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr211 per share. Announcement • Jan 14
HMS Networks AB (publ) Announces Resignation of Anders Hansson as Chief Marketing Officer HMS Networks AB (publ) announced the resignation of Anders Hansson as Chief Marketing Officer for new challenges outside the company. Anders Hansson will stay with HMS during a 6-month notice period starting January 13, 2023. Valuation Update With 7 Day Price Move • Nov 16
Investor sentiment improved over the past week After last week's 23% share price gain to kr346, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 19x in the Communications industry in the United Kingdom. Total returns to shareholders of 139% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr359 per share. Announcement • Oct 19
HMS Networks AB (publ) to Report First Half, 2023 Results on Jul 14, 2023 HMS Networks AB (publ) announced that they will report first half, 2023 results on Jul 14, 2023 Valuation Update With 7 Day Price Move • Sep 23
Investor sentiment deteriorated over the past week After last week's 31% share price decline to kr320, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 17x in the Communications industry in the United Kingdom. Total returns to shareholders of 145% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr467 per share. Reported Earnings • Jul 15
Second quarter 2022 earnings released: EPS: kr2.35 (vs kr2.02 in 2Q 2021) Second quarter 2022 results: EPS: kr2.35 (up from kr2.02 in 2Q 2021). Revenue: kr601.0m (up 27% from 2Q 2021). Net income: kr109.0m (up 16% from 2Q 2021). Profit margin: 18% (down from 20% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 18%, compared to a 9.0% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth. Upcoming Dividend • Apr 15
Upcoming dividend of kr3.00 per share Eligible shareholders must have bought the stock before 22 April 2022. Payment date: 28 April 2022. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of British dividend payers (4.6%). Lower than average of industry peers (2.1%). Announcement • Apr 14
HMS Networks AB (publ) to Report Fiscal Year 2022 Results on Jan 26, 2023 HMS Networks AB (publ) announced that they will report fiscal year 2022 results on Jan 26, 2023 Recent Insider Transactions • Mar 06
Employee Representative Director recently bought kr94k worth of stock On the 3rd of March, Mikael Mårtensson bought around 234 shares on-market at roughly kr400 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold kr30m more in shares than they bought in the last 12 months. Reported Earnings • Jan 28
Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat Full year 2021 results: EPS: kr7.61 (up from kr4.79 in FY 2020). Revenue: kr1.97b (up 34% from FY 2020). Net income: kr355.0m (up 59% from FY 2020). Profit margin: 18% (up from 15% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.2%. Over the next year, revenue is forecast to grow 17%, compared to a 4.7% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 52% per year, which means it is tracking significantly ahead of earnings growth. Recent Insider Transactions • Dec 04
Chief Technology Officer recently sold kr21m worth of stock On the 2nd of December, Jörgen Palmhager sold around 40k shares on-market at roughly kr534 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of kr33m more than they bought in the last 12 months. Recent Insider Transactions • Nov 24
Chief Marketing Officer recently sold kr1.7m worth of stock On the 22nd of November, Anders Hansson sold around 3k shares on-market at roughly kr562 per share. In the last 3 months, there was an even bigger sale from another insider worth kr5.6m. Insiders have been net sellers, collectively disposing of kr11m more than they bought in the last 12 months. Reported Earnings • Oct 23
Third quarter 2021 earnings released: EPS kr1.81 (vs kr1.33 in 3Q 2020) The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: kr472.0m (up 37% from 3Q 2020). Net income: kr84.0m (up 36% from 3Q 2020). Profit margin: 18% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 53% per year, which means it is tracking significantly ahead of earnings growth. Recent Insider Transactions • Sep 15
Chief Technology Officer recently sold kr5.6m worth of stock On the 14th of September, Jörgen Palmhager sold around 12k shares on-market at roughly kr468 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of kr9.8m more than they bought in the last 12 months. Recent Insider Transactions • Aug 25
Employee Representative Director recently sold kr342k worth of stock On the 20th of August, Mikael Mårtensson sold around 800 shares on-market at roughly kr428 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of kr4.2m more than they bought in the last 12 months. Recent Insider Transactions • May 03
Employee Representative Director recently sold kr298k worth of stock On the 29th of April, Mikael Mårtensson sold around 800 shares on-market at roughly kr372 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of kr4.3m more than they bought in the last 12 months. Valuation Update With 7 Day Price Move • Apr 30
Investor sentiment improved over the past week After last week's 32% share price gain to kr380, the stock trades at a forward P/E ratio of 51x. Average forward P/E is 30x in the Communications industry in the United Kingdom. Total returns to shareholders of 166% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr164 per share. Reported Earnings • Apr 27
First quarter 2021 earnings released: EPS kr1.93 (vs kr1.01 in 1Q 2020) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: kr455.0m (up 26% from 1Q 2020). Net income: kr90.0m (up 92% from 1Q 2020). Profit margin: 20% (up from 13% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth. Upcoming Dividend • Apr 19
Upcoming dividend of kr2.00 per share Eligible shareholders must have bought the stock before 26 April 2021. Payment date: 30 April 2021. Trailing yield: 0.6%. Lower than top quartile of British dividend payers (4.1%). Lower than average of industry peers (1.7%). Announcement • Apr 10
Hms Networks AB (Publ) Provides Preliminary Results for the First Quarter of 2021 HMS Networks AB (publ) provided preliminary results for the first quarter of 2021. For the quarter, the company's net sales amount to approximately SEK 450 million corresponding to a growth of 25%. Operating profit is expected to reach SEK 110 to SEK 120 million, an improvement of about 70% compared to the previous year and corresponding to a margin of about 25%. Reported Earnings • Mar 31
Full year 2020 earnings released: EPS kr4.78 (vs kr4.43 in FY 2019) The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: kr1.47b (down 3.4% from FY 2019). Net income: kr223.0m (up 8.1% from FY 2019). Profit margin: 15% (up from 14% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth. Is New 90 Day High Low • Feb 12
New 90-day high: kr309 The company is up 51% from its price of kr205 on 13 November 2020. The British market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is kr137 per share. Announcement • Jan 14
HMS Networks AB (publ) to Report Q4, 2020 Results on Feb 03, 2021 HMS Networks AB (publ) announced that they will report Q4, 2020 results at 2:00 PM, Central European Standard Time on Feb 03, 2021