{"id":358,"date":"2023-09-01T10:21:31","date_gmt":"2023-09-01T10:21:31","guid":{"rendered":"http:\/\/localhost\/tradedesk\/wordpress\/cbrain-og-alk-abello-leverer-over-forventet\/"},"modified":"2024-08-01T13:58:22","modified_gmt":"2024-08-01T13:58:22","slug":"cbrain-og-alk-abello-leverer-over-forventet","status":"publish","type":"post","link":"https:\/\/tradedesk.dk\/blog\/cbrain-og-alk-abello-leverer-over-forventet\/","title":{"rendered":"Uge 34: Cbrain og Alk-Abello leverer over forventet."},"content":{"rendered":"

Stemningen er stadig presset i markedet, men er ikke ekstrem negativ, som i sidste uge.<\/b><\/p>\n

I denne uge har vi set et negativt og afventende markedet, som ikke ved hvilket ben det skal st\u00e5 p\u00e5, f\u00f8r vi h\u00f8rer mere fra FED og deres Jackson Hole Summit.<\/p>\n

 <\/p>\n

Der kommer nok ikke noget nyt p\u00e5 banen p\u00e5 m\u00f8det, som slutter l\u00f8rdag, udover at renten stadig skal v\u00e6re h\u00f8jere i l\u00e6ngere tid.<\/u><\/p>\n

De st\u00e6rkeste sektorer i denne uge er : energi, finans og defensive aktier.<\/p>\n

 <\/p>\n

Regnskaberne er ved at v\u00e6re overst\u00e5et i Danmark, men vi mangler lige de regnskaber, som kommer i n\u00e6ste uge:<\/p>\n

RTX A\/S<\/b><\/p>\n

Scandinavian Tobacco Group A\/S<\/b><\/p>\n

ROCKWOOL International A\/S<\/b><\/p>\n

Per Aarsleff Holding A\/S<\/b><\/p>\n

Ambu A\/S<\/b><\/p>\n

 <\/p>\n

Skal jeg fremh\u00e6ve 2 regnskaber, s\u00e5 skal det v\u00e6re Cbrain og Alk-Abello, som begge steg p\u00e5 offentligg\u00f8relsen af deres regnskaber i denne uge.<\/p>\n

 <\/p>\n

cBrain fejrer rekordv\u00e6kst og kom med regnskab i denne uge.<\/b><\/p>\n

\u00a0<\/b><\/p>\n

<\/p>\n

Hvad laver virksomheden?<\/b><\/p>\n

cBrain er en softwarevirksomhed, der fokuserer p\u00e5 at levere digitale l\u00f8sninger til regeringer og offentlige institutioner.<\/p>\n

De er baseret i Danmark og har en st\u00e6rk position p\u00e5 hjemmemarkedet, men de udvider ogs\u00e5 internationalt.<\/p>\n

Virksomheden har tidligere v\u00e6ret en k\u00e6mpe vinder, men kursen har v\u00e6ret pr\u00e6get af svag momentum l\u00e6nge, selv om virksomheden er super god.<\/p>\n

Regnskabet gav anledning til 20% stigning i denne uge og er v\u00e6rd at holde \u00f8je med (m\u00e5ske vender trenden her).<\/p>\n

 <\/p>\n

Resum\u00e9<\/b>:<\/p>\n

cBrain har rapporteret en hidtil uset oms\u00e6tningsv\u00e6kst p\u00e5 39% og en indtjening f\u00f8r skat (EBT) p\u00e5 35%. Oms\u00e6tningen steg fra DKK 95 millioner til DKK 132 millioner, en stigning p\u00e5 39% i forhold til sidste \u00e5r. Nettoindtjeningen f\u00f8r skat voksede fra DKK 24 millioner til DKK 47 millioner, en stigning p\u00e5 93% i forhold til sidste \u00e5r.<\/p>\n

 <\/p>\n

Analyse<\/b>:<\/p>\n

Denne v\u00e6kst er drevet af st\u00e6rke software-salg og en vellykket ekspansion p\u00e5 eksportmarkederne. cBrain’s strategi om at investere i F2 Climate software og “F2-for-Partners” konceptet ser ud til at b\u00e6re frugt. Et interessant punkt er, at mens software-salgene voksede med 56%, faldt konsulenttjenesterne med 4%. Dette indikerer en skift i virksomhedens forretningsmodel mod mere skalerbare software-l\u00f8sninger. Desuden har cBrain haft succes med at vinde markedsandele i Danmark og udvide sin eksport, med eksportindt\u00e6gter, der stiger med 68% \u00e5r over \u00e5r.<\/p>\n

\u00a0<\/i><\/p>\n

“We are very pleased with the solid first half-year 2023 results, including the financial results, the continued business development, and reaching the first strategy milestones such as the release of the F2 Service Builder.” – Per Tejs Knudsen, CEO<\/i><\/p>\n

 <\/p>\n

Kilde:<\/p>\n

https:\/\/www.globenewswire.com\/news-release\/2023\/08\/23\/2730129\/0\/en\/cBrain-reports-all-time-high-revenue-growth-of-39-and-earnings-before-tax-EBT-of-35.html<\/a><\/p>\n

 <\/p>\n

 <\/p>\n

cBrain: Persson er FAN af aktien og anerkender stort potentiale<\/b><\/p>\n

 <\/p>\n

Resum\u00e9<\/b>:<\/p>\n

cBrain har oplevet en markant stigning p\u00e5 18,2% efter at have pr\u00e6senteret et rekordhalv\u00e5rsregnskab.<\/p>\n

 <\/p>\n

Analyse<\/b>:<\/p>\n

Med en st\u00e6rk v\u00e6kst og en udvidelse af deres marked til internationale kunder, herunder USA, England, Tyskland og Mellem\u00f8sten, er cBrain godt positioneret til at forts\u00e6tte sin opadg\u00e5ende trend.<\/p>\n

\u00a0<\/i><\/p>\n

“Det er world-wide. De har solgt til USA, England, Tyskland og mellem\u00f8sten. Og jeg mener bare, at n\u00e5r f\u00f8rst de f\u00e5r foden indenfor d\u00f8ren, s\u00e5 ruller det.” – Lars Persson.<\/i><\/p>\n

 <\/p>\n

Kilde<\/b>:\u00a0\u00a0https:\/\/www.euroinvestor.dk\/nyheder\/portefoeljeforvalter-er-fan-af-aktien-tror-den-kan-ramme-kurs-250<\/a><\/p>\n

 <\/p>\n

 <\/p>\n

ALK-Abello: Pr\u00e6cist som forventet, og lidt mere til<\/b><\/p>\n


\n<\/b><\/p>\n

Resum\u00e9<\/b>:<\/p>\n

ALK-Abello, en dansk medicinalvirksomhed specialiseret i allergi, har offentliggjort regnskabstal for andet kvartal af 2023.<\/p>\n

Virksomheden omsatte for 1,1 mia. kr., hvilket matcher analytikernes forventninger. Dette repr\u00e6senterer en v\u00e6kst p\u00e5 11% sammenlignet med samme periode sidste \u00e5r. En bem\u00e6rkelsesv\u00e6rdig driver for denne v\u00e6kst er en stigning i tabletsalget p\u00e5 17%. Driftsresultatet (EBITDA) landede p\u00e5 157 mio. kr., overg\u00e5ende analytikernes forventning p\u00e5 146 mio. kr.<\/p>\n

 <\/p>\n

Analyse<\/b>:<\/p>\n

ALK’s pr\u00e6station viser, at virksomheden fortsat er i stand til at levere solide resultater, selv i et konkurrencepr\u00e6get marked. Den betydelige v\u00e6kst i tabletsalget indikerer, at virksomhedens produkter fortsat er efterspurgte. For investorer kan dette v\u00e6re et tegn p\u00e5 virksomhedens robusthed og evne til at navigere i markedet. Det er ogs\u00e5 v\u00e6rd at bem\u00e6rke, at ALK har justeret deres oms\u00e6tningsforventninger for \u00e5ret, hvilket kan indikere en mere pr\u00e6cis forst\u00e5else af markedets retning. Endelig er det vigtigt at bem\u00e6rke ledelses\u00e6ndringen, hvor topchef Carsten Hellmann vil fratr\u00e6de ved udgangen af 2023, og Peter Halling vil overtage roret.<\/p>\n

 <\/p>\n

Kilde:\u00a0\u00a0https:\/\/www.euroinvestor.dk\/nyheder\/alk-abello-rammer-forventningerne-og-lidt-til<\/a><\/p>\n

 <\/p>\n

De bedste aktiehilser fra,<\/span><\/p>\n

Troels.<\/p>\n","protected":false},"excerpt":{"rendered":"

Bedre stemning i aktiemarkedet, som afventer Jackson Hole. Flere danske regnskaber p\u00e5 vej i n\u00e6ste uge. Cbrain overrasker positivt og kan v\u00e6re p\u00e5 vej tilbage p\u00e5 toppen. Alk-Abello er stadig i nedtrend, men k\u00e6mper derud af.<\/p>\n","protected":false},"author":4,"featured_media":359,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":false,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"jetpack_post_was_ever_published":false},"categories":[47,1],"tags":[],"class_list":["post-358","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-aktie-analyse","category-news"],"jetpack_publicize_connections":[],"jetpack-related-posts":[{"id":1284,"url":"https:\/\/tradedesk.dk\/blog\/alk-abello-aktien-kursmaal-anbefalinger\/","url_meta":{"origin":358,"position":0},"title":"Alk-Abell\u00f3 Aktien – Kursm\u00e5l & Anbefalinger","author":"Troels H\u00f8jbjerg","date":"2024-06-12","format":false,"excerpt":"En hurtig lyn analyse viser at ALK-Abell\u00f3 er en st\u00e6rk kvalitets virksomhed i en positiv kursudvikling.","rel":"","context":"In "Aktie Analyse"","block_context":{"text":"Aktie Analyse","link":"https:\/\/tradedesk.dk\/blog\/category\/aktie-analyse\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/tradedesk.dk\/blog\/wp-content\/uploads\/2024\/06\/alk-abello-selskab.webp?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/tradedesk.dk\/blog\/wp-content\/uploads\/2024\/06\/alk-abello-selskab.webp?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/tradedesk.dk\/blog\/wp-content\/uploads\/2024\/06\/alk-abello-selskab.webp?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/tradedesk.dk\/blog\/wp-content\/uploads\/2024\/06\/alk-abello-selskab.webp?resize=700%2C400&ssl=1 2x, https:\/\/i0.wp.com\/tradedesk.dk\/blog\/wp-content\/uploads\/2024\/06\/alk-abello-selskab.webp?resize=1050%2C600&ssl=1 3x, https:\/\/i0.wp.com\/tradedesk.dk\/blog\/wp-content\/uploads\/2024\/06\/alk-abello-selskab.webp?resize=1400%2C800&ssl=1 4x"},"classes":[]},{"id":1820,"url":"https:\/\/tradedesk.dk\/blog\/%f0%9f%93%88-aktiemarkeder-paa-vej-mod-bedste-uge-i-aar\/","url_meta":{"origin":358,"position":1},"title":"\ud83d\udcc8 Aktiemarkeder p\u00e5 vej mod bedste uge i \u00e5r","author":"Troels H\u00f8jbjerg","date":"2024-08-23","format":false,"excerpt":"\ud83d\udcc8 Markeder i fremgang (Ja, sikke det kan vende rundt hurtigt)De seneste \u00f8konomiske data, herunder inflationstal, arbejdsl\u00f8shed og detailsalg, har beroliget investorerne og styrket h\u00e5bet om, at USA er p\u00e5 vej mod et \"Goldilocks\"-scenarie, hvor inflationspresset er under kontrol samtidig med, at v\u00e6ksten forbliver robust. 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