contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  createdAt
  changedAt
  isPremium
  authors {
    __typename
    name
    pageUrl
    id
  }
  companies {
    name
    id
  }
  tags {
    name
    id
  }
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
      researchContentUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

changedAt

Analytiker

Anton Damstén

Verve (Ticker: VER) is a fast-growing, profitable, digital media company that provides AI-driven ad-software solutions. Verve matches global advertiser demand with publisher ad-supply, enhancing results through first-party data from its own content. Aligned with the mission, “Let’s make media better,” the company focuses on enabling better outcomes for brands, agencies, and publishers with responsible advertising solutions, with an emphasis on emerging media channels. Verve’s main operational presence is in North America and Europe. Its shares are listed on the Nasdaq First North Premier Growth Market in Stockholm and the Scale segment of the Frankfurt Stock Exchange. The company has three secured bonds listed on Nasdaq Stockholm and the Frankfurt Stock Exchange Open Market.

Så gættede/bemærkede jeg ikke, at eps er i euro, jeg antog, at det var i sek, ligesom målkursen.

{“content”:“Tallene har været lave for P/E i dette firma, lige så længe jeg har fulgt det, men en troværdig pengestrømkonvertering lader vente på sig.”,“target_locale”:“da”}

Inderes              Verve Group laaja raportti: Katseet toteutuksessa ja kassavirrassa - Inderes    Näkemyksemme mukaan sijoitustarina riippuu siitä, pystyykö johto todistamaan muuntavansa suuremman osan tuloksestaan kassavirraksii, ylläpitämään operatiivisia parannuksia ja saavuttamaan vuoden 2026 ohjeistuksen.                             Ny omfattende rapport udarbejdet, tak for informationen. Værdiansættelserne er moderate, HVIS de forventede tal nås. I øjeblikket tror markedet ikke, at der bliver nået noget som helst.

Kan du uddybe lidt mere, hvorfor du mener, at de er forkerte? EPS er i euro, som konverteres til kroner med en kurs på ca. 11, så er de ikke nogenlunde i tråd med hinanden?

Der ser ud til at være noget galt med dagens analyse, i hvert fald P/E …

På Irland er det sandsynligvis omkring 12,5% og diverse incitamenter (f.eks. F&U) mod Sveriges over 20%, som AI’en vidste at fortælle. USD-rapportering og en potentiel notering i USA lyder godt, forudsat at forretningen kører som forventet. Måske ville værdiansættelsesmultiplerne så begynde at ligne peer-gruppen bare lidt mere.

{“content”:“Denne meddelelse er kommet:\n\n“Verve Group intends to relocate registered office to Ireland aligning corporate structure with international and US peers”\n\nDerudover vil rapporteringen fremover ske i USD-valuta, og meddelelsen antydede muligheden for en officiel notering i USA i fremtiden.\n\nNordnet syntes i hvert fald at kunne lide det, er skattesatsen lavere i Irland, eller hvorfor flytter de dertil? Noteringen i Sverige/Tyskland forbliver som før, hvilket betyder mere arbejde og udfordringer for analytikeren, oveni de tidligere rapporteringsændringer ”,“target_locale”:“da”}

Verve Group

Yesterday, MGI announced that its organic growth rate has increased to 25% in February 2024. This follows an earlier announcement of an 18% organic growth rate in January 2024. The robust organic growth rate is a strong start to the year and leads us to raise our revenue estimates.

<p>Yesterday, MGI announced that its organic growth rate has increased to 25% in February 2024. This follows an earlier announcement of an 18% organic growth rate in January 2024. The robust organic growth rate is a strong start to the year and leads us to raise our revenue estimates. As the outlook continues to improve, we believe the risk-to-reward ratio remains very attractive.</p> 

	2023	24e	25e
Omsætning	322,0	366,8	399,9
vækst-%	-0,8 %	13,9 %	9,0 %
EBIT (adj.)	76,9	81,0	76,9
EBIT-% (adj.)	23,9 %	22,1 %	19,2 %
EPS (adj.)	0,15	0,17	0,19
Udbytte	0,00	0,00	0,00
Udbytte %
P/E (adj.)	6,8	7,8	7,0
EV/EBITDA	3,6	5,2	5,1

Strong start to the year improves outlook

Key Estimate Figures21.03.2024

Forumopdateringer