Bearflag og/eller death cross?
Negativt i hvertfall?
As Corona pandemic progresses throughout the world, we at Kitron continue to do our very best to serve our hashtag#customers and plan and prepare for whatever challenges come our way. At the moment, all our manufacturing sites are fully operational following all recommended precautions. The measures we put in place have so far prevented any negative impact on our capacity to deliver the products to the customers. Overall demand continues to be strong and stable, and we see a particularly rapid increase within the hashtag#medical sector customers. Several of our sites are officially considered critical infrastructure to national security, and we are expected to maintain hashtag#production and deliveries despite external disturbances. We have not observed any major disruption in our supply chain. And at the same time, we are closely monitoring our suppliers in critical areas and actively working with alternates when necessary.
https://www.linkedin.com/posts/kitron_customers-medical-production-activity-6656849809338703872-dBrF
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En fersk aksjonærliste for KIT er tilgjengelig for Insider-medlemmer. Ikke Insider? Les mer og prøv gratis
TAIGA INVESTMENT FUNDS PLC-TAIGA F… Dette var frisk satsing 
Tror det bare er snakk om noe navnebytte e.l., er en like stor posisjon som er ut.
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Oslo børs ned 2,48% nå og Kitron opp fine 4,57%. Kitron har lusket stille og rolig opp den siste tiden. @Christian, noen tanker om hvorfor ? Eller er Kitron bare priset litt lavt, tross korona tider ?
Q1 tall 23. april, de har sagt at alt er på track iflg guidingen som da burde gi ca 15 kr i kurs.
Samtidig, så er jo usikkerheten stor og man får derfor stor rabatt. Guider de nå at Q3 ser verre ut, så kan man jo lure på om vi er på vei inn i resesjon som varer mer enn ett kvartal…
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Wow for et rykk!
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Helt sykt! Ikke spesielt høyt volum heller.
Det kan være at det ikke er så mange som ønsker å selge, så da må man høyere opp for å få aksjer. (Jeg ser ikke ordredypet, men det forteller vel en historie.)
Norne oppdaterer.
Poised to weather the crisis rather well
We keep our Buy recommendation for the share at a lower TP of NOK 13/sh (14) ahead of 1Q report this Thursday. The company is coping with the global health crisis very well, in our view, and should not be damaged by that dramatically, which should also release the NOK 0.50 DPS later in the year.
Growth to continue in 1Q; COVID-19 effects should not yet be seen
Kitron (KIT) will release its 1Q20 report on April 23rd. We expect revenues of NOK 855m, which is up 5% YoY, but the figure might be on the conservative side due to EUR&USD strength vs NOK. We estimate EBIT margin of 6.7% and EBIT of NOK 57m, which is up both YoY and QoQ.
Uncertainty heightened by COVID-19, but well prepared to weather the crisis
KIT held its CMD on March 18th, where key goals were reiterated. The company still expects revenues of NOK 3.3-2.7bn for 2020 with EBIT margin range of 6.4-7.0%. LT targets were also kept for NOK 5bn in revenues (M&A adding upside) and EBIT margin of 7% (aiming to exceed that) by 2025. As for COVID-19 situation, the company indicated that despite the global turmoil, the demand situation supports the guidance for the year, all factories are running without constrains to capacity and there were no major supply chain disruptions outside China. Importantly for the WC position, customers are asked to place firm orders for immediate purchase of allocated materials. Naturally, Kitron also sees strengthened demand from the Medical Devices segment.
Buy reiterated at a bit lower TP of NOK 13/sh on less ’19 dividend certainty
Kitron followed suit of many other companies listed on OSE and decided not to pay out dividends for 2019 (NOK 0.50/sh initially proposed), at least not at the usual time. The board now asked the general meeting for authorization to resolve dividends on the basis of the annual account for 2019, based on upcoming market developments and the company’s equity and liquidity. Therefore, dividends are not cancelled but postponed if company’s situation does not worsen dramatically. All in all, we believe the Kitron is well positioned to weather the crisis rather well and there are defensive as well as cyclical segments, which help the company further. Much stronger USD and EUR vs NOK should also help and we do not change our estimates much. We also reiterate Buy recommendation at a tad lower TP of NOK 13/sh (14 previously).
Analyst
Tomas Skeivys, CFA
+47 21 95 37 49
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Sparebank1 markets har fortsatt kjøpsanbefaling på 14 kr! Holder meg til den så får en se etter hvert 
Men børsene svinger kraftig og vil nok gjøre det i en lengre periode må en bare regne med!
kan du sende den analysen?
Skal være 3,7 ikke 2,7
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Jeg bare copy paster.
Jeg vet, men greit å vite for det 
Hvor avhengig er Kitron av oljebransjen? Salget dit vil jo merke at selskapene kutter i investeringene…
Ekstremt lite, om du ser lengre opp i posten.
ca 7% ish.
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Må jeg gjøre noe altså? Ufffff… 
Analyse
KIT.OSE Kjøp 14 17.02.20 16% EBIT CAGR next 2 years at ‘20e EV/EBIT of 12.1x. Sounds okey to me?
Som du ser samme som i februar da.
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