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 CompanyTagList on Company {
  pageUrl
  name
  viewerIsFollowing
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    ...CompanyTagList
    id
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls {
    pageUrl
    lang
  }
  imgUrl
  description
  ... 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
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      defaultInstrument {
        isin
        id
      }
      id
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... 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
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
        }
      }
      id
    }
    id
  }
}

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


exel-composites-plc-managers-transactions-juha-honkanen-1

__typename

title

isPremium

lang

htmlBody

companies

createdAt

publishers

authors

reactionGroups

pageUrl

alternatePageUrls

imgUrl

description

Exel Composites is a manufacturing company. The company manufactures and markets compound composites that are used in demanding industrial environments. In addition to the main business, lamination and extrusion are also performed. The largest presence is in Europe and Asia with customers in the manufacturing and aerospace industries. Exel Composites was founded in 1960 and is headquartered in Vantaa. 

https://investors-fi.exelcomposites.com/events-and-insights/konsultaatioprosessi-paatokseen-exel-composites-sulkee-tehtaansa-belgiassa-E9FA1FC2808923A7

Onko joku järkeillyt sitä, että miten tuon strategian liikevaihto- ja tulostavoite lasketaan? Firmallahan on JV Intiassa ja sieltä menee osa (50%?) kaikesta tuloksesta ja liikevaihdosta muualle. Onko niin, että nämä sisältyvät EBIT-tavoitteeseen, mutta ei osakekohtaiseen tulokseen? Vai miten menee? Lähinnä mietin nykyistä osakekohtaista hinnoittelua strategian tavoitteiden valossa.

Verrokki Gurit tosiaan laskenut 86% tänä vuonna. Ev/revenue on nyt 0,31 eli suht. Exelin luokkaa. Kiinassa ylikapasiteettia…  Gurit (GURN.SW) plans to restructure its wind segment in a bid to ensure its long-term competitiveness, according to a Wednesday release. The Swiss composite materials company intends to “right-size” its business, decrease indirect expenses across the company, and focus on accelerating growth in several industrial segments.

TPI Compositen tulospuhelusta poimittua. TPI ymmärtääkseni valmistaa vähintään kolmanneksen maamyllyjen lavoista Kiinan ulkopuolella globaalisti. Vaikuttaisi, että tuulivoimamarkkinat kokonaisuudessaan olisi piristymässä 2025, vaikka epävarmuustekijöitä riittää. ”Notwithstanding the recent U.S. election results, we are encouraged by the near-term demand we are seeing from our customers and therefore, anticipate continued revenue growth for TPI in the U.S. in 2025. We expect this growth will be supported by blade lines operating at near full capacity throughout 2025, along with the planned reopening of our Iowa blade plant by mid-2025. While the past nine months have presented challenges, we believe we are strategically positioned with the right customers and blade types to thrive in the U.S. market for years to come. Although it is too early to assess the impact of the outcome of the U.S. election, many analysts believe that if President-elect Trump tries to roll back the current administration’s climate agenda including the IRA in part or in full, U.S. wind and solar sectors will remain resilient due to a strong state level support including significant renewable manufacturing investment in red states, increasing private sector demand for power that will dictate an all-of-the-above approach to capacity deployment, and a relatively strong Republican support in Congress. Turning to Europe. Long-term onshore market growth remains in sight. However, these markets are dealing with many of the same issues as in the U.S., namely inflation, permitting, transmission, supply chain disruptions, and labor availability. Historically, we have serviced the European market from our plants in Türkiye. However, the hyperinflationary environment that we have experienced in recent years in Türkiye is not expected to subside anytime soon and although we can pass some of the incremental costs to our customers, these incremental costs make us less competitive into the EU as well as less profitable. Furthermore, while we have competed successfully with Chinese blade manufacturers for years, their recent aggressive push supported by the Chinese government to expand their capacity for Europe has added to the challenging competitive environment for supply into the EU. Unlike the U.S., which has implemented tariffs and generous tax loss to encourage near-shoring and domestic manufacturing, the EU has not yet taken as aggressive an approach to help level the playing field for component suppliers like TPI. Nordex our largest customer in Türkiye has eight production lines scheduled to expire by the end of 2025. Additionally, they have two lines in India that expire at the end of 2024. Nordex has informed us that they will not renew the two lines in India. However, we have already replaced those lines with two lines for Vestas.”

Guritin osakkeen hinta näyttää nyt olevan nyt aika tasan tarkkaan 6% 2021 arvosta. P/S(2023) alkaa olla outokumpuluokkaa - tai itse asiassa noin 2/3 outsan vastaavasta,  jos ihan tarkkoja ollaan. Harmi ettei sveitsiin ole ainakaan postimiehen mitenkään helppo sijoittaa. Kyllähän tässäkin alkaisi jo käännepotentiaalia löytyä. Tosin sitä kyllä pysähtyy miettimään ihan samalla lailla kuin Exelinkin kohdalla, että missä kaikessa oikein mättää. Ovatko kaikki möröt jo esillä. Onko esmes materiaaliteknologiapuolella meneillään jokin disruptio, mistä ei olla puhuttu tms. Mihin se pultruusiomarkkina oikein katosi?

Tässä on Aapelilta tuore yhtiöraportti Q3:n jälkeen.  Exelin Q3-luvut olivat operatiivisesti varsin hyvin linjassa odotustemme kanssa ja siten Q2:lla alkanut orastava tuloskäänne sai jatkoa. Sen sijaan vaisua markkinatilannetta peilaten yhtiön uudet tilaukset jäivät matalalle tasolle, minkä lisäksi lyhyen aikavälin markkinanäkymät säilyvät melko vaatimattomina. Tätä peilaten laskimmekin hieman kasvuennusteitamme, mikä heijastui myös negatiivisesti lyhyen aikavälin tulosennusteisiimme. Mielestämme osakkeen hinnoittelu on tällä hetkellä linjassa epävarmoihin näkymiin peilattuna, minkä myötä osakkeen riskikorjattu tuotto-odotus jää riittämättömäksi. Kokonaiskuvaa heijastellen toistamme Exelin vähennä-suosituksemme, mutta laskemme tavoitehintamme ennustemuutosten suuntaisesti 0,35 euroon (aik. 0,38 €). Rapsasta lainattua: Kuluvan vuoden ennusteissa lievää laskupainetta absoluuttisesti Laskimmekin nykyistä markkinanäkymää ja Q3:n vaisuja saatuja tilauksia heijastellen hieman loppuvuoden liikevaihtoennustettamme. Tämä heijastui myös operatiivisiin tulosennusteisiimme negatiivisesti yhtiön osin kiinteää kulurakennetta heijastellen. Sen sijaan alarivien suuremmat muutokset selittyivät Q3:n toteutuneilla luvuilla.                   Inderes              Exel Composites Q3'24: Markkina ei tarjoa tukea lyhyellä aikavälillä - Inderes    Exelin Q3-luvut olivat operatiivisesti varsin hyvin linjassa odotustemme kanssa ja siten Q2:lla alkanut orastava tuloskäänne sai jatkoa.

Inderes              Exel Composites Q3’24: Monta syytä hymyillä - Inderes    Aika: 31.10.2024 klo 10.48 Exel Compositesin käänne eteni kolmannella kvartaalilla. Toimitusjohtaja Paul Sohlberg kommentoi analyytikko Aapeli Pursimon haastattelussa.                             Exel Compositesin käänne eteni kolmannella kvartaalilla. Toimitusjohtaja Paul Sohlberg kommentoi analyytikko Aapeli Pursimon haastattelussa. Aiheet:  00:00 Aloitus  00:12 Q3:n kuulumiset  01:05 Kysyntä  02:38 Asiakastoimialat  03:48 Tuulivoima  09:45 Belgian konsultaatioprosessi  10:49 Iso-Britannian tehtaan myynti  11:23 Seuraavaksi  “Kyettiin varmistamaan uusia asiakassopimuksia tai -sitoumuksia useampia. Kaudella tuli Vestaukseen liittyen ja tänään itseasiassa raportilla ilmoitettiin toisesta.”                     Inderes              Exel Composites: Improvement y/y but soft q/q - Evli - Inderes    Exel’s Q3 revenue continued to grow y/y, albeit not quite as fast as was estimated since the figures softened a bit q/q due to seasonality but also because of extended market uncertainty. The...

Exel Composites

EXEL COMPOSITES PLC MANAGERS' TRANSACTIONS 14 JUNE 2024 AT 15:00 EESTExel Composites Oyj - Managers' Transactions____________________________________________Person subject to the notification...

<div class="abstract">EXEL COMPOSITES PLC&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;MANAGERS' TRANSACTIONS&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;14 JUNE 2024 AT 15:00 EEST</div>Exel Composites Oyj - Managers' Transactions____________________________________________Person subject to the notification requirementName: Juha HonkanenPosition: Other senior managerIssuer: Exel Composites OyjLEI: 743700205JAMGM80QD88Notification type: INITIAL NOTIFICATIONReference number: 66246/4/4____________________________________________Transaction date: 2024-06-13Outside a trading venueInstrument type: SHAREISIN: FI0009007306Nature of transaction: SUBSCRIPTIONTransaction details(1): Volume: 3627 Unit price: 0.23 EURAggregated transactions (1):Volume: 3627 Volume weighted average price: 0.23 EURFor further information, please contact:Lilli Riikonen, Head of Investor Relationsinvestor@exelcomposites.comtel. +358 50 351 1128Exel Composites in briefExel Composites is one of the largest manufacturers of composite profiles and tubes made with pultrusion and pullwinding technologies and a pultrusion technology forerunner in the global composite market. Our forward-thinking composite solutions made with continuous manufacturing technologies serve customers in a wide range of industries around the world. You can find our products used in applications in diverse industrial sectors such as wind power, transportation and building and infrastructure.Our R&amp;D expertise, collaborative approach and global footprint set us apart from our competition. Our composite solutions help customers save resources, reduce products' weight, improve performance and energy efficiency, and decrease total lifetime costs. We want to be the first choice for sustainable composite solutions globally.Headquartered in Finland, Exel Composites employs over 600 forward-thinking professionals around the world and is listed on Nasdaq Helsinki. To find out more about our offering and company please visitwww.exelcomposites.com.Exel Composites Plc

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