Q2-osavuosiraportti
86 päivää sitten‧39 min
Tarjoustasot
First North Sweden
Määrä
Osto
18 764
Myynti
Määrä
18 849
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 185 | - | - | ||
| 17 | - | - | ||
| 367 | - | - | ||
| 16 | - | - | ||
| 19 | - | - |
Ylin
76,5VWAP
Alin
74,65VaihtoMäärä
8,4 110 390
VWAP
Ylin
76,5Alin
74,65VaihtoMäärä
8,4 110 390
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q3-osavuosiraportti | 28.10. 5 päivää |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 29.7. | |
| 2024 Yhtiökokous | 6.5. | |
| 2025 Q1-osavuosiraportti | 29.4. | |
| 2024 Q4-osavuosiraportti | 12.2. | |
| 2024 Q3-osavuosiraportti | 29.10.2024 |
Datan lähde: Millistream, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
9.10.·I think it could be interesting around 62 SEK, so I'll wait a while longer.
12.10.·62? Do you see support there? I see good buying opportunities now in the longer term if there is no new information. There is always competition but costs can probably be kept in check with the help of AI. A growth company should have a higher P/E valuation in my opinion. But it is good that the company is going out low so they will surprise at the next report
2.10.·My investment thesis for Storytel. The global audiobook market is expected to grow by over 16%/year until 2029 and the company aims to grow at least 10%/year during the same period. The company's market leading position in the Nordic and Non-Nordic countries (Netherlands, Poland, Bulgaria, Turkey and the USA) with 400 million addressable people, provides great growth potential from today's 2.55 million subscribers together with the company's USPs such as - the brands Storytel, Mofibo and Audiobooks.com, - the effective synergy between streaming and publishing with its 20,000 authors and exclusive titles in Storytel Originals, - its 1.6 million titles in over 40 languages, - its technology with personalized suggestions for new titles for the subscriber, - Voice Switcher that allows the listener to choose the narration voice, - Story Scan. Scan the cover of an interesting paper book with the camera and Storytel will find the book in the app. - the collaboration with Dolby Atmos for a better listening experience - its scalable model and its rising cash flow. I think it is low that competitors Bookbeat with about 1 million titles and Spotify with its 200,000 titles will be able to prevent growth. Storytel's revenue per subscriber is also 13% higher than Bookbeats, which creates financial muscle to continue developing concepts, technology and publisher acquisitions faster. I therefore believe that Storytels will manage to achieve a turnover of 4,814 MSEK in 2027, a growth of 8.2%/year from 2024. I also expect that scalability will increase the EBITDA margin from 15.8% to 19.0%, i.e. slightly lower than the company's target of >20%. Scalability has a positive impact on VPA growth, which is why I expect a VPA of 6.48 SEK in 2027, an annual growth of 18.5% from 2024. With a P/E of 18.5, the MMV in 2027E is 120 SEK, a price potential of >45% from the current price. If you value it with the market P/E of 22, the share value is 142 SEK in 2027 - a price potential of >73%. Owns Storytel.
7.10.·Thanks for sharing your thoughts. The publishing part can be very good if they use the cash correctly and this part clearly has potential. The "rights" they buy can take part in the growth of the entire sector, regardless of which player is growing the most. The negative is definitely that "short positions" are increasing. These players are skilled and do not believe that private investors possess better knowledge. The positive is definitely the cash flow, which is strong today. If you believe in a little growth and increased margins, the cash flow will be even stronger. I see advantages in looking at cash flow than p/e.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset ja analyysit
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Q2-osavuosiraportti
86 päivää sitten‧39 min
Uutiset ja analyysit
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 9.10.·I think it could be interesting around 62 SEK, so I'll wait a while longer.12.10.·62? Do you see support there? I see good buying opportunities now in the longer term if there is no new information. There is always competition but costs can probably be kept in check with the help of AI. A growth company should have a higher P/E valuation in my opinion. But it is good that the company is going out low so they will surprise at the next report
- 2.10.·My investment thesis for Storytel. The global audiobook market is expected to grow by over 16%/year until 2029 and the company aims to grow at least 10%/year during the same period. The company's market leading position in the Nordic and Non-Nordic countries (Netherlands, Poland, Bulgaria, Turkey and the USA) with 400 million addressable people, provides great growth potential from today's 2.55 million subscribers together with the company's USPs such as - the brands Storytel, Mofibo and Audiobooks.com, - the effective synergy between streaming and publishing with its 20,000 authors and exclusive titles in Storytel Originals, - its 1.6 million titles in over 40 languages, - its technology with personalized suggestions for new titles for the subscriber, - Voice Switcher that allows the listener to choose the narration voice, - Story Scan. Scan the cover of an interesting paper book with the camera and Storytel will find the book in the app. - the collaboration with Dolby Atmos for a better listening experience - its scalable model and its rising cash flow. I think it is low that competitors Bookbeat with about 1 million titles and Spotify with its 200,000 titles will be able to prevent growth. Storytel's revenue per subscriber is also 13% higher than Bookbeats, which creates financial muscle to continue developing concepts, technology and publisher acquisitions faster. I therefore believe that Storytels will manage to achieve a turnover of 4,814 MSEK in 2027, a growth of 8.2%/year from 2024. I also expect that scalability will increase the EBITDA margin from 15.8% to 19.0%, i.e. slightly lower than the company's target of >20%. Scalability has a positive impact on VPA growth, which is why I expect a VPA of 6.48 SEK in 2027, an annual growth of 18.5% from 2024. With a P/E of 18.5, the MMV in 2027E is 120 SEK, a price potential of >45% from the current price. If you value it with the market P/E of 22, the share value is 142 SEK in 2027 - a price potential of >73%. Owns Storytel.7.10.·Thanks for sharing your thoughts. The publishing part can be very good if they use the cash correctly and this part clearly has potential. The "rights" they buy can take part in the growth of the entire sector, regardless of which player is growing the most. The negative is definitely that "short positions" are increasing. These players are skilled and do not believe that private investors possess better knowledge. The positive is definitely the cash flow, which is strong today. If you believe in a little growth and increased margins, the cash flow will be even stronger. I see advantages in looking at cash flow than p/e.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
First North Sweden
Määrä
Osto
18 764
Myynti
Määrä
18 849
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 185 | - | - | ||
| 17 | - | - | ||
| 367 | - | - | ||
| 16 | - | - | ||
| 19 | - | - |
Ylin
76,5VWAP
Alin
74,65VaihtoMäärä
8,4 110 390
VWAP
Ylin
76,5Alin
74,65VaihtoMäärä
8,4 110 390
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q3-osavuosiraportti | 28.10. 5 päivää |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 29.7. | |
| 2024 Yhtiökokous | 6.5. | |
| 2025 Q1-osavuosiraportti | 29.4. | |
| 2024 Q4-osavuosiraportti | 12.2. | |
| 2024 Q3-osavuosiraportti | 29.10.2024 |
Datan lähde: Millistream, Quartr
Q2-osavuosiraportti
86 päivää sitten‧39 min
Uutiset ja analyysit
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q3-osavuosiraportti | 28.10. 5 päivää |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 29.7. | |
| 2024 Yhtiökokous | 6.5. | |
| 2025 Q1-osavuosiraportti | 29.4. | |
| 2024 Q4-osavuosiraportti | 12.2. | |
| 2024 Q3-osavuosiraportti | 29.10.2024 |
Datan lähde: Millistream, Quartr
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 9.10.·I think it could be interesting around 62 SEK, so I'll wait a while longer.12.10.·62? Do you see support there? I see good buying opportunities now in the longer term if there is no new information. There is always competition but costs can probably be kept in check with the help of AI. A growth company should have a higher P/E valuation in my opinion. But it is good that the company is going out low so they will surprise at the next report
- 2.10.·My investment thesis for Storytel. The global audiobook market is expected to grow by over 16%/year until 2029 and the company aims to grow at least 10%/year during the same period. The company's market leading position in the Nordic and Non-Nordic countries (Netherlands, Poland, Bulgaria, Turkey and the USA) with 400 million addressable people, provides great growth potential from today's 2.55 million subscribers together with the company's USPs such as - the brands Storytel, Mofibo and Audiobooks.com, - the effective synergy between streaming and publishing with its 20,000 authors and exclusive titles in Storytel Originals, - its 1.6 million titles in over 40 languages, - its technology with personalized suggestions for new titles for the subscriber, - Voice Switcher that allows the listener to choose the narration voice, - Story Scan. Scan the cover of an interesting paper book with the camera and Storytel will find the book in the app. - the collaboration with Dolby Atmos for a better listening experience - its scalable model and its rising cash flow. I think it is low that competitors Bookbeat with about 1 million titles and Spotify with its 200,000 titles will be able to prevent growth. Storytel's revenue per subscriber is also 13% higher than Bookbeats, which creates financial muscle to continue developing concepts, technology and publisher acquisitions faster. I therefore believe that Storytels will manage to achieve a turnover of 4,814 MSEK in 2027, a growth of 8.2%/year from 2024. I also expect that scalability will increase the EBITDA margin from 15.8% to 19.0%, i.e. slightly lower than the company's target of >20%. Scalability has a positive impact on VPA growth, which is why I expect a VPA of 6.48 SEK in 2027, an annual growth of 18.5% from 2024. With a P/E of 18.5, the MMV in 2027E is 120 SEK, a price potential of >45% from the current price. If you value it with the market P/E of 22, the share value is 142 SEK in 2027 - a price potential of >73%. Owns Storytel.7.10.·Thanks for sharing your thoughts. The publishing part can be very good if they use the cash correctly and this part clearly has potential. The "rights" they buy can take part in the growth of the entire sector, regardless of which player is growing the most. The negative is definitely that "short positions" are increasing. These players are skilled and do not believe that private investors possess better knowledge. The positive is definitely the cash flow, which is strong today. If you believe in a little growth and increased margins, the cash flow will be even stronger. I see advantages in looking at cash flow than p/e.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
First North Sweden
Määrä
Osto
18 764
Myynti
Määrä
18 849
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 185 | - | - | ||
| 17 | - | - | ||
| 367 | - | - | ||
| 16 | - | - | ||
| 19 | - | - |
Ylin
76,5VWAP
Alin
74,65VaihtoMäärä
8,4 110 390
VWAP
Ylin
76,5Alin
74,65VaihtoMäärä
8,4 110 390
Välittäjätilasto
Dataa ei löytynyt