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
    }
  }
}


nexam-chemical-bright-spot-in-recycling-abg

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Nexam Chemical är verksamt inom forsknings- och tillverkningsindustrin. Bolagets produkter används inom plastindustrin för att tillverka material som är anpassade för krävande miljöer. Produkterna som man utvecklar är tillsatser som ger slutprodukterna önskade egenskaper och som möjliggör återvinning av plasten. Kunder återfinns inom exempelvis vindkraft, flyg- och återvinningsindustri. Huvudkontoret ligger i Lomma.

Nexam Chemical Holding

- Q2e sales of SEK 55m, +1.8% y-o-y - Continued softness in lightweight, Recycling uptrend to continue - Trading at 1.7x-1.2x EV/Sales Q2 expectations We expect Q2 sales of SEK 55m, +2% y-o-...

- Q2e sales of SEK 55m, +1.8% y-o-y - Continued softness in lightweight, Recycling uptrend to continue - Trading at 1.7x-1.2x EV/Sales Q2 expectations We expect Q2 sales of SEK 55m, +2% y-o-y and +11% q-o-q, after three quarters of negative growth. We anticipate that the slow lightweight sales will persist into Q2 due to continued weak end-markets in PET foam, but for the development to be partly offset by the strong momentum in the Recycling segment. Reactive Recycling grew by +50% in Q1'25 (albeit from low levels), and we expect this positive trend to continue into Q2 and to continue to contribute to growth in FY'25e. For Masterbatch, we expect a stable development and anticipate sales of SEK 32m for the quarter (+1.8% y-o-y). On EBIT, we expect the company to near break-even (est. SEK -0.2m). Estimate changes and outlook We only fine-tune our '25e-'27e sales, resulting in a '25e-'27e EBIT increase of SEK 2m. We believe that Nexam's broad product portfolio will compensate for the weaker demand in the PET foam market and find the company's niche in Reactive Recycling attractive. During the quarter, Nexam announced that it had secured its largest customer by volume in the Recycling segment, which has now begun full-scale commercial production and is purchasing additives accordingly. Valuation We are impressed by Nexam's cost-cutting journey and continue to find the long-term potential for Nexam's additives interesting. We find the company's niche in Reactive Recycling attractive and believe it represents a good growth opportunity for the company, driven by both cost-saving incentives and environmentally friendly solutions. The share has returned +38% in the L3M (vs. peers at 22%, OMXSALLS at 7%) and is currently trading at 1.7x-1.2x '25e-'27e EV/Sales.