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
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
        }
      }
      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
    }
  }
}


impact-coatings-services-leading-the-way-into-2026-abg

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Impact Coatings är verksamt inom vakuumbaserad ytbeläggning. Bolaget utvecklar och säljer tjänster, beläggningsprocesser och industriella beläggningssystem med fokus på vätgas, bränsleceller och autonoma säkerhetsfunktioner. Bolaget erbjuder tjänster som förbättrar slitstyrka och korrosionsskydd för kunders produkter. Kunderna är huvudsakligen komponent- och systemtillverkare inom vätgasindustri och fordonsindustri. Impact Coatings grundades 1997 och har huvudkontor i Sverige.

Impact Coatings

* Q4 sales of SEK 18m (ABGSCe 16m), EBIT -3.3m (ABGSCe -10m) * Momentum in SOFC coatings for data centre/power generation * Expect near-term revenues to be Service-driven Q4 results Impact Coatings...

* Q4 sales of SEK 18m (ABGSCe 16m), EBIT -3.3m (ABGSCe -10m) * Momentum in SOFC coatings for data centre/power generation * Expect near-term revenues to be Service-driven Q4 results Impact Coatings reported sales of SEK 18m (vs. ABGSCe SEK 16m) and better-than-expected EBIT of SEK -3.3m (vs. ABGSCe SEK -10m). Although there were no machine deliveries in the quarter (in line with estimates), we find it positive that Coating Services showed momentum and grew +47% y-o-y. Since Q4'24, the company has implemented efficiency measures to reduce costs, and Q4 saw personnel expenses decline to SEK 13m from SEK 19m in Q4'24. Estimate changes and outlook We raise our '26e-'27e sales by 1-5% and total '26e-'27e EBIT by SEK 6m the back of the Q4 report. Management reiterated that the market recovery is expected to be gradual, with Services providing a stable base until System orders start to pick up. Waiting for System orders While the improved services trajectory is encouraging, a recovery in System orders (we estimate two deliveries for '26e) remains key to reducing longer-term liquidity risk. Due to market uncertainty, however, we stress the downside risk to estimates. Management argues that the lack of new machine orders in China reflects insufficient market growth to trigger new installations (~10–20% market growth '24 vs. '25), and is therefore shifting focus toward the SOFC opportunity, which it expects to grow materially faster, driven by data-centre power generation. Near-term, the opportunity is more Services-led, but management expects System sales to follow as volumes scale and customers integrate stamping and coating in-house; Ceres’ licence base (Doosan/Delta/Weichai) supports management’s view of a sizeable multi-year opportunity. The company is currently trading at 1.3x-1.2x '26e-'27e EV/sales.