2026 Q1 -tulosraportti
98 päivää sitten
‧36 min
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 14.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 30.4. | ||
2025 Q4 -tulosraportti 13.2. | ||
2025 Q3 -tulosraportti 31.10.2025 | ||
2025 Q2 -tulosraportti 15.8.2025 | ||
2025 Q1 -tulosraportti 30.4.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·6.7. · MuokattuTouchtech appears to be one of the most mispriced companies on Spotlight. The company trades at around EV/EBITDA 2.4x and EV/S approx. 1.7x. Based on my estimates for 2027, the company trades at well under 2x EV/EBITDA. The company has around 11 MSEK in cash, no interest-bearing debt, and generates positive free cash flow. Over 600 Jack & Jones stores already use Touchtech's solutions, while ONLY (approx. 800 stores) and Vero Moda (approx. 600 stores) represent the largest remaining growth within BESTSELLER. Management has simultaneously indicated that the dialogue with Puma is developing positively. With high operational gearing, an increasing share of recurring revenues, and a largely flat cost base, I believe the market undervalues the company's long-term earnings potential. My base case is a value around 30 SEK per share as the market prices in the underlying development. If the company secures a contract with Puma, I will have to revise upwards. The Chairman recently bought shares for 250,000kr at 5kr per share, and the CEO is the second largest shareholder.- ·2.6.2025"Strengthens profitability by SEK 1.4 million per quarter Touchtech today announces a strategic adjustment of its development organization. The change is a direct result of the recently renegotiated and expanded agreement with key customer BESTSELLER, which was communicated on May 26. The new agreement means an increase in recurring license revenue (ARR) by approximately 60% and a shift in focus from new development to a broader rollout of Touchtech's products with the customer. Against the backdrop of this positive development, where BESTSELLER now prioritizes implementation in more markets and for more sellers, the need for co-financing of product development on Touchtech's part is reduced. In order to optimize resources and ensure continued positive cash flow and strengthen the company's profitability, Touchtech has decided to reduce the development department by approximately 35%. This reorganization is estimated to reduce costs by approximately SEK 1.4 million per quarter, equivalent to SEK 5.6 million on an annual basis. The full effect of the savings is expected to be realized from on September 1, 2025. The management believes that even after this adjustment, Touchtech will have a very good capacity in the development department. This ensures continued ability to further develop the products and effectively manage customer-financed development projects, in line with the company's strategy and customer needs. "The expanded collaboration with BESTSELLER and their increased focus on rollout is a statement of strength for our products. This adjustment of our development organization is a logical step to optimize our operations, strengthen our profitability and ensure a positive cash flow going forward," says Deniz Chaban, CEO of Touchtech. https://www.borskollen.se/pressmeddenden/starker-lonsamheten-med-1-4-msek-per-kvartal
But even if they reduce the costs of development, it has zero effect on the result, since they previously received sponsorship from BS for the same. Regarding the 60% increase in ARR, it is nice, but how much does it give? - ·28.5.2025170% increase in recurring revenue – renegotiating customer agreements From May 1, 2025, recurring license revenue for the Touchtech DSR service will increase by approximately 170%, following a successful renegotiation of prices with the Danish fashion group BESTSELLER. The pricing model for DSR, which is based on the number of active users per month, currently over 1,300 users distributed across the different brands within the BESTSELLER group, is expected to drive this growth. In addition, we are increasing our hourly cost for project and consulting services by 40%. Touchtech DSR has developed into a comprehensive solution for collection sales. BESTSELLER is thus entering a new phase with a greater focus on rolling out to more sellers and markets, instead of further developing new functionality. This reduces the requirement to deliver new functionality, which means that even if revenue from customer-funded product development temporarily drops, we maintain our overall revenue levels. Annualized license revenue (ARR) is expected to increase by approximately 60% when we include both InStore and DSR, which will account for over 70% of total revenue. At the same time, the delivery requirement for development services is reduced, which overall gives us a good long-term basis for creating a SaaS company that can grow profitably. Touchtech DSR, which consists of the Digital Showroom app and Sendouts, is a presentation and sales software used within their wholesale business for collection sales. DSR has developed to become a key component in their workflows for creating digital catalogs and conducting customer meetings both online and physically in showrooms. Touchtech DSR customer references: https://www.youtube.com/playlist?list=PLrZkdgdzgOPGSVuEcDClSHRSuXikmm9aYhttps://www.youtube.com/playlist?list=PLrZkdgdzgOPGDv5ig3glonl87l2E2XyaJ https://news.cision.com/se/touchtech/r/170--increase-of-recurring-intakes---renegotiates-customer-agreement,c4155148Nice to have some good news, the stock has been really sluggish lately but maybe it will turn around now? Touchtech has also started delivering touch tables to Bestseller Showrooms which will increase sales going forward, the potential is 50 touch tables per year. And it's good that Zizzi continues to install Instore in more stores and hopefully they can get agreements with more store chains in the near future.
·13.2.2025Is something happening with this new "SAS" stock?"2024 YEAR-END REPORT - Q&A" https://www.youtube.com/watch?v=AR8kziIxA3c&t=53s
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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
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.
2026 Q1 -tulosraportti
98 päivää sitten
‧36 min
Uutiset
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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·6.7. · MuokattuTouchtech appears to be one of the most mispriced companies on Spotlight. The company trades at around EV/EBITDA 2.4x and EV/S approx. 1.7x. Based on my estimates for 2027, the company trades at well under 2x EV/EBITDA. The company has around 11 MSEK in cash, no interest-bearing debt, and generates positive free cash flow. Over 600 Jack & Jones stores already use Touchtech's solutions, while ONLY (approx. 800 stores) and Vero Moda (approx. 600 stores) represent the largest remaining growth within BESTSELLER. Management has simultaneously indicated that the dialogue with Puma is developing positively. With high operational gearing, an increasing share of recurring revenues, and a largely flat cost base, I believe the market undervalues the company's long-term earnings potential. My base case is a value around 30 SEK per share as the market prices in the underlying development. If the company secures a contract with Puma, I will have to revise upwards. The Chairman recently bought shares for 250,000kr at 5kr per share, and the CEO is the second largest shareholder.
- ·2.6.2025"Strengthens profitability by SEK 1.4 million per quarter Touchtech today announces a strategic adjustment of its development organization. The change is a direct result of the recently renegotiated and expanded agreement with key customer BESTSELLER, which was communicated on May 26. The new agreement means an increase in recurring license revenue (ARR) by approximately 60% and a shift in focus from new development to a broader rollout of Touchtech's products with the customer. Against the backdrop of this positive development, where BESTSELLER now prioritizes implementation in more markets and for more sellers, the need for co-financing of product development on Touchtech's part is reduced. In order to optimize resources and ensure continued positive cash flow and strengthen the company's profitability, Touchtech has decided to reduce the development department by approximately 35%. This reorganization is estimated to reduce costs by approximately SEK 1.4 million per quarter, equivalent to SEK 5.6 million on an annual basis. The full effect of the savings is expected to be realized from on September 1, 2025. The management believes that even after this adjustment, Touchtech will have a very good capacity in the development department. This ensures continued ability to further develop the products and effectively manage customer-financed development projects, in line with the company's strategy and customer needs. "The expanded collaboration with BESTSELLER and their increased focus on rollout is a statement of strength for our products. This adjustment of our development organization is a logical step to optimize our operations, strengthen our profitability and ensure a positive cash flow going forward," says Deniz Chaban, CEO of Touchtech. https://www.borskollen.se/pressmeddenden/starker-lonsamheten-med-1-4-msek-per-kvartalBut even if they reduce the costs of development, it has zero effect on the result, since they previously received sponsorship from BS for the same. Regarding the 60% increase in ARR, it is nice, but how much does it give?
- ·28.5.2025170% increase in recurring revenue – renegotiating customer agreements From May 1, 2025, recurring license revenue for the Touchtech DSR service will increase by approximately 170%, following a successful renegotiation of prices with the Danish fashion group BESTSELLER. The pricing model for DSR, which is based on the number of active users per month, currently over 1,300 users distributed across the different brands within the BESTSELLER group, is expected to drive this growth. In addition, we are increasing our hourly cost for project and consulting services by 40%. Touchtech DSR has developed into a comprehensive solution for collection sales. BESTSELLER is thus entering a new phase with a greater focus on rolling out to more sellers and markets, instead of further developing new functionality. This reduces the requirement to deliver new functionality, which means that even if revenue from customer-funded product development temporarily drops, we maintain our overall revenue levels. Annualized license revenue (ARR) is expected to increase by approximately 60% when we include both InStore and DSR, which will account for over 70% of total revenue. At the same time, the delivery requirement for development services is reduced, which overall gives us a good long-term basis for creating a SaaS company that can grow profitably. Touchtech DSR, which consists of the Digital Showroom app and Sendouts, is a presentation and sales software used within their wholesale business for collection sales. DSR has developed to become a key component in their workflows for creating digital catalogs and conducting customer meetings both online and physically in showrooms. Touchtech DSR customer references: https://www.youtube.com/playlist?list=PLrZkdgdzgOPGSVuEcDClSHRSuXikmm9aYhttps://www.youtube.com/playlist?list=PLrZkdgdzgOPGDv5ig3glonl87l2E2XyaJ https://news.cision.com/se/touchtech/r/170--increase-of-recurring-intakes---renegotiates-customer-agreement,c4155148Nice to have some good news, the stock has been really sluggish lately but maybe it will turn around now? Touchtech has also started delivering touch tables to Bestseller Showrooms which will increase sales going forward, the potential is 50 touch tables per year. And it's good that Zizzi continues to install Instore in more stores and hopefully they can get agreements with more store chains in the near future.
- ·13.2.2025Is something happening with this new "SAS" stock?"2024 YEAR-END REPORT - Q&A" https://www.youtube.com/watch?v=AR8kziIxA3c&t=53s
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 14.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 30.4. | ||
2025 Q4 -tulosraportti 13.2. | ||
2025 Q3 -tulosraportti 31.10.2025 | ||
2025 Q2 -tulosraportti 15.8.2025 | ||
2025 Q1 -tulosraportti 30.4.2025 |
2026 Q1 -tulosraportti
98 päivää sitten
‧36 min
Uutiset
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
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 14.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 30.4. | ||
2025 Q4 -tulosraportti 13.2. | ||
2025 Q3 -tulosraportti 31.10.2025 | ||
2025 Q2 -tulosraportti 15.8.2025 | ||
2025 Q1 -tulosraportti 30.4.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·6.7. · MuokattuTouchtech appears to be one of the most mispriced companies on Spotlight. The company trades at around EV/EBITDA 2.4x and EV/S approx. 1.7x. Based on my estimates for 2027, the company trades at well under 2x EV/EBITDA. The company has around 11 MSEK in cash, no interest-bearing debt, and generates positive free cash flow. Over 600 Jack & Jones stores already use Touchtech's solutions, while ONLY (approx. 800 stores) and Vero Moda (approx. 600 stores) represent the largest remaining growth within BESTSELLER. Management has simultaneously indicated that the dialogue with Puma is developing positively. With high operational gearing, an increasing share of recurring revenues, and a largely flat cost base, I believe the market undervalues the company's long-term earnings potential. My base case is a value around 30 SEK per share as the market prices in the underlying development. If the company secures a contract with Puma, I will have to revise upwards. The Chairman recently bought shares for 250,000kr at 5kr per share, and the CEO is the second largest shareholder.
- ·2.6.2025"Strengthens profitability by SEK 1.4 million per quarter Touchtech today announces a strategic adjustment of its development organization. The change is a direct result of the recently renegotiated and expanded agreement with key customer BESTSELLER, which was communicated on May 26. The new agreement means an increase in recurring license revenue (ARR) by approximately 60% and a shift in focus from new development to a broader rollout of Touchtech's products with the customer. Against the backdrop of this positive development, where BESTSELLER now prioritizes implementation in more markets and for more sellers, the need for co-financing of product development on Touchtech's part is reduced. In order to optimize resources and ensure continued positive cash flow and strengthen the company's profitability, Touchtech has decided to reduce the development department by approximately 35%. This reorganization is estimated to reduce costs by approximately SEK 1.4 million per quarter, equivalent to SEK 5.6 million on an annual basis. The full effect of the savings is expected to be realized from on September 1, 2025. The management believes that even after this adjustment, Touchtech will have a very good capacity in the development department. This ensures continued ability to further develop the products and effectively manage customer-financed development projects, in line with the company's strategy and customer needs. "The expanded collaboration with BESTSELLER and their increased focus on rollout is a statement of strength for our products. This adjustment of our development organization is a logical step to optimize our operations, strengthen our profitability and ensure a positive cash flow going forward," says Deniz Chaban, CEO of Touchtech. https://www.borskollen.se/pressmeddenden/starker-lonsamheten-med-1-4-msek-per-kvartalBut even if they reduce the costs of development, it has zero effect on the result, since they previously received sponsorship from BS for the same. Regarding the 60% increase in ARR, it is nice, but how much does it give?
- ·28.5.2025170% increase in recurring revenue – renegotiating customer agreements From May 1, 2025, recurring license revenue for the Touchtech DSR service will increase by approximately 170%, following a successful renegotiation of prices with the Danish fashion group BESTSELLER. The pricing model for DSR, which is based on the number of active users per month, currently over 1,300 users distributed across the different brands within the BESTSELLER group, is expected to drive this growth. In addition, we are increasing our hourly cost for project and consulting services by 40%. Touchtech DSR has developed into a comprehensive solution for collection sales. BESTSELLER is thus entering a new phase with a greater focus on rolling out to more sellers and markets, instead of further developing new functionality. This reduces the requirement to deliver new functionality, which means that even if revenue from customer-funded product development temporarily drops, we maintain our overall revenue levels. Annualized license revenue (ARR) is expected to increase by approximately 60% when we include both InStore and DSR, which will account for over 70% of total revenue. At the same time, the delivery requirement for development services is reduced, which overall gives us a good long-term basis for creating a SaaS company that can grow profitably. Touchtech DSR, which consists of the Digital Showroom app and Sendouts, is a presentation and sales software used within their wholesale business for collection sales. DSR has developed to become a key component in their workflows for creating digital catalogs and conducting customer meetings both online and physically in showrooms. Touchtech DSR customer references: https://www.youtube.com/playlist?list=PLrZkdgdzgOPGSVuEcDClSHRSuXikmm9aYhttps://www.youtube.com/playlist?list=PLrZkdgdzgOPGDv5ig3glonl87l2E2XyaJ https://news.cision.com/se/touchtech/r/170--increase-of-recurring-intakes---renegotiates-customer-agreement,c4155148Nice to have some good news, the stock has been really sluggish lately but maybe it will turn around now? Touchtech has also started delivering touch tables to Bestseller Showrooms which will increase sales going forward, the potential is 50 touch tables per year. And it's good that Zizzi continues to install Instore in more stores and hopefully they can get agreements with more store chains in the near future.
- ·13.2.2025Is something happening with this new "SAS" stock?"2024 YEAR-END REPORT - Q&A" https://www.youtube.com/watch?v=AR8kziIxA3c&t=53s
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt