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
    }
  }
}


bjorn-borg-initiation-of-coverage-serving-up-profitable-growth

__typename

title

isPremium

lang

htmlBody

companies

createdAt

publishers

authors

reactionGroups

pageUrl

alternatePageUrls

imgUrl

description

Analyytikko

Lucas Mattsson

Björn Borg is active in the retail industry. The company is a manufacturer and retailer of clothing, shoes, bags, glasses, and other accessories, with a focus on the sports segment. The Group has its own operations at all stages from brand development to consumer sales and sales take place via concept stores, licensed retailers. as well as via E-commerce. The largest market is in the Nordic region. The head office is located in Stockholm.

Analyysi luettu ja lukujen puolesta mielenkiintoinen case, itseä mietitytti, että onko paras upsiden paikka jo mennyt tämän osalta. Sitten ihan tämmöinen sivuhuomio itse tuotteista, että kalsarit kyllä myyvät kun häkä. Täytyy kuitenkin sanoa, että ne on pirun huonolaatuisia → sitten taas toisaalta nostaa myyntiä  Nimimerkki äiti osti joululahjaksi ison paketin ja kaikissa reikä

Ja tästä vielä laadukasta analyysia @lucas.mattsson:ilta.  The operating environment continues to be challenging due to low consumer purchasing power and confidence. In addition, Björn Borg has, during the past year, struggled with internal challenges in integrating the footwear distribution from the previous partner that went bankrupt early this year. Despite these factors, we believe that Björn Borg delivered a stable third quarter, although it was somewhat below our expectations in terms of sales. The valuation of P/E 17x and EV/EBIT 13x for 2025 looks quite attractive and a combination of dividends and earnings growth should give around 10% total shareholder return.                   Inderes              Björn Borg Q3'24: Maintaining a good pace despite challenging conditions -...    The operating environment continues to be challenging due to low consumer purchasing power and confidence. In addition, Björn Borg has, during the past year, struggled with internal challenges in integrating the footwear distribution from the...

Alla on  linkki Analyst Groupin analyysiin, referoin tähän alle hieman sen sisältöä.  Björn Borgin tulos jäi odotuksista, mutta toisaalta asiat joihin yhtiö on panostanut strategisesti menivät eteenpäin. Liikevaihto kasvoi lähes 9  ja erityisesti urheiluvaatteet ja kengät menestyivät, vaikka kenkäkategorian myynti jäikin odotetusta. Oma verkkokauppa kasvaa edelleen vahvasti ja Saksan markkinoilla nähtiin huimaa kasvua. Ruotsin markkinoilla kehitys oli vaisumpaa. Yhtiö on lisännyt markkinointipanostuksia, mikä lyhyellä aikavälillä painaa kannattavuutta mutta tukee pitkän aikavälin kasvua. Tulos ei täysin vastannut odotuksia, mutta Björn Borg näyttää olevan hyvällä polulla keskittyessään keskeisiin kasvun alueisiin ja vahvistaessaan brändiään.                   Inderes              Analyst Group Comments on Björn Borgs Q3 Report for 2024 - Inderes    Björn Borg published its Q3 report for 2024 on the 15th of November, 2024.

Q3 osavuosikatsaus pihalla: https://storage.mfn.se/b791deaa-1079-4d3d-9a6b-6bc0706add22/bjorn-borg-interim-repport-q3-2024.pdf Nopeasti vilkaistuna liikevaihto hieman ennusteiden alle ja tulos hieman ennusteiden yli:

@lucas.mattsson on kirjoittanut ennakkokommentit yhtiön perjantaina julkaistavaan Q3-raporttiin.  Björn Borg will report its Q3’24 results on Friday, November 15. We anticipate strong revenue growth compared to the same quarter last year, primarily driven by the integration of the footwear category and continued strong development in the company’s own e-commerce. While we anticipate that reduced discounts within direct-to-consumer sales will continue to positively impact margins, we expect a decline in profitability compared to the same period last year due to increased costs from footwear integration and marketing activities. Given the continued challenging economic environment, our focus will be on demand-related information as well as any insights related to core growth within the footwear category.                   Inderes              Björn Borg Q3’24 preview: Expected to deliver another strong quarter - Inderes    Björn Borg will report its Q3’24 results on Friday, November 15. We anticipate strong revenue growth compared to the same quarter last year, primarily driven by the integration of the footwear category and continued strong development in the...

Hi everyone!  We are having a competition together with PinPoint. Guess the estimates for Björn Borg’s Q3 report and get a chance to win great prizes.  Are you ready to take on the challenge? Go to Björn Borg company page  2. Scroll down the page and submit your estimates to participate in the competition!   3. A winner for each key figure will be announced after Björn Borgs report is published on 15/11. Join the contest to win Inderes merch! The winner for net sales will receive an Inderes beanie, and the winner for EBIT will get an Inderes tote bag. This competition is created by Inderes and is in no way affiliated with or sponsored by the social media platforms we publish on, in accordance with their rules.

Käytiin Lucaksen kanssa Björn Borg kaupassa kun viimeksi kävin Tukholmassa   Eka video ENG, loput ruotsiksi :               Ruotsiksi alla:

Björn Borg

Björn Borg has a strong track record of profitable growth, consistently generating value for its shareholders. We see solid growth opportunities in key markets for this strong Nordic brand. The valuation of P/E 15x and EV/EBIT 11x for 2025 looks moderate and a combination of dividends and earnings growth should give around 10-15% expected return.

<p>Bj&#xf6;rn Borg has a strong track record of profitable growth, consistently generating value for its shareholders. We see solid growth opportunities in key markets for this strong Nordic brand. The valuation of P/E 15x and EV/EBIT 11x for 2025 looks moderate and a combination of dividends and earnings growth should give around 10-15% expected return.</p>

	2023	24e	25e
Liikevaihto	891,8	954,7	1 035,2
kasvu-%	3,57 %	7,06 %	8,43 %
EBIT (oik.)	100,6	110,6	127,0
EBIT-% (oik.)	11,28 %	11,58 %	12,27 %
EPS (oik.)	3,02	3,16	3,78
Osinko	3,00	3,00	3,40
Osinko %	6,61 %	5,98 %	6,78 %
P/E (oik.)	15,03	15,89	13,27
EV/EBITDA	8,67	8,96	7,97

Björn Borg initiation of coverage: Serving up profitable growth

Sisäänkirjautuminen vaadittu

Björn Borg

Tunnusluvut07.08.

Sisäänkirjautuminen vaadittu

Björn Borg

Tunnusluvut07.08.

Pysy ajantasalla Inderesin uutiskirjeillä