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 ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    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
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    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 {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    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
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


distit-in-line-with-pre-announced-figures-abg

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

DistIT är en leverantör och distributör av IT-produkter. Bolaget levererar ett brett utbud IT-produkter till huvudmarknaderna runtom Norden. I bolagets produktsortiment ingår exempelvis kablage, nätverksprodukter, multimediaprodukter, produkter för datalagring, tillbehör för mobila enheter, datorkomponenter, samt möss och tangentbord. Bolagets huvudkontor ligger i Älvsjö.

DistIT

- Figures in line with pre-announcement - Aurdel a little softer than expected - Consensus EBIT estimate revisions likely negative Q2'25 results Q2'25 revenue and adj. EBIT were in line with...

- Figures in line with pre-announcement - Aurdel a little softer than expected - Consensus EBIT estimate revisions likely negative Q2'25 results Q2'25 revenue and adj. EBIT were in line with the pre-announced figures, coming in at SEK 244m and SEK -32m, respectively. Based on the segment reporting, it appears that the organic decline was approximately -27% for Aurdel and EFUEL combined, whereas we had expected nearly -20%. Aurdel's sales was a smidge weaker than we had anticipated, whereas the contribution from Septon was stronger than we had anticipated. EFUEL continues to grow, despite a tough market for EV chargers. DistIT generated operating cash flow of SEK 27m, mostly driven by a working capital release of SEK 109m. Thoughts and outlook With an additional liquidity injection, we believe that DistIT should be able to profitably grow Aurdel, as it has been largely been unable to grow previously. As the quality and desirability of the offered inventory improves, the conditions for Aurdel to grow should improve. EFUEL grew by roughly 30%, and we believe that the business growing, despite tough conditions, is a sign of it having a desirable offering. With a more concentrated Aurdel, we believe that DistIT can return to a maintainable profit level and ultimately generate sustainable cash flow. Valuation and estimate revisions The share is down ~87% YTD, and is trading at '26e-'27e EV/EBIT of ~38-11x based on our unrevised estimates. Based on the segment reporting, we expect consensus to mechanically cut implicit Aurdel sales estimates by mid single digits and EBIT by low teens.