LINK Mobility Group Holding ASA

OB:LINK Stok Raporu

Piyasa değeri: NOK 7.8b

LINK Mobility Group Holding Yönetim

Yönetim kriter kontrolleri 2/4

Şu anda CEO hakkında yeterli bilgiye sahip değiliz.

Anahtar bilgiler

Thomas Berge

İcra Kurulu Başkanı

NOK 22.2m

Toplam tazminat

CEO maaş yüzdesi22.70%
CEO görev süresi4yrs
CEO sahipliği0.4%
Yönetim ortalama görev süresi2.2yrs
Yönetim Kurulu ortalama görev süresi5.3yrs

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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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Yeni Anlatı 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi Jan 25

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

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

CEO Tazminat Analizi

Thomas Berge'un ücretlendirmesi LINK Mobility Group Holding'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
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

Tazminat ve Piyasa: Thomas 'nin toplam tazminatı ($USD 2.40M ), Norwegian pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 786.78K ).

Tazminat ve Kazançlar: Thomas şirketinin tazminatı %20'den fazla artarken, şirketin kazancı geçen yıl %20'den fazla düştü.


CEO

Thomas Berge

4yrs
Görev süresi
NOK 22,216,000
Tazminat

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
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 11.93mVeri yok
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 yearVeri yokVeri yok
2.2yrs
Ortalama Görev Süresi

Deneyimli Yönetim: LINK 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 2.2 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Grethe Viksaas
Independent Board Member6.3yrsNOK 525.00k0.0022%
NOK 174.7k
Per Hove
Directorless than a yearVeri yokVeri yok
Sara Katarina Forste
Independent Board Member6.3yrsNOK 525.00k0.0056%
NOK 436.3k
Andre Christensen
Independent Chairman of the Board4.3yrsNOK 915.00kVeri yok
Davide Coneway
Board Observerno dataVeri yokVeri yok
5.3yrs
Ortalama Görev Süresi

Deneyimli Yönetim Kurulu: LINK 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 5.3 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/25 21:37
Gün Sonu Hisse Fiyatı2026/05/22 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

LINK Mobility Group Holding ASA 8 Bu analistlerden 5, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
null nullABG Sundal Collier
Rayan SayyahDanske Bank
Henriette TrondsenDanske Bank