Note AB (LTS:0GSS)

kr 132.9 -0.4 (-0.3%) Market Cap: 3.81 Bil Enterprise Value: 4.15 Bil PE Ratio: 14.47 PB Ratio: 2.50 GF Score: 93/100

Q3 2024 Note AB (publ) Earnings Call Transcript
Oct 14, 2024

kr129.22 (+8.58%)

Earnings
Q2 2024 Note AB (publ) Earnings Call Transcript
Jul 15, 2024

kr148.43 (-6.11%)

Earnings
Q1 2024 Note AB (publ) Earnings Call Transcript
Apr 18, 2024

kr131.17 (+2.46%)

Earnings
Q4 2023 Note AB (publ) Earnings Call Transcript
Jan 29, 2024

kr148.23 (+10.86%)

Earnings
Note AB (publ) Capital Markets Day Transcript
Dec 12, 2023
Q3 2023 Note AB (publ) Earnings Call Transcript
Oct 17, 2023

kr145.27 (+6.43%)

Earnings
Q2 2023 Note AB (publ) Earnings Call Transcript
Jul 13, 2023

kr185.88 (-14.88%)

Earnings
Q4 2022 Note AB (publ) Earnings Call Transcript
Jan 30, 2023

kr221 (+5.53%)

Earnings
Q3 2022 Note AB (publ) Earnings Presentation Transcript
Oct 18, 2022
Q2 2022 Note AB (publ) Earnings Call Transcript
Jul 14, 2022

kr191.74 (-10.06%)

Earnings
Q1 2022 Note AB (publ) Earnings Presentation Transcript
Apr 20, 2022
Q4 2021 Note AB (publ) Earnings Call Transcript
Jan 28, 2022

kr192.78 (-1.21%)

Earnings
Q4 2020 Note AB (publ) Earnings Call Transcript
Jan 28, 2021

kr60.31

Earnings
Q1 2020 Note AB (publ) Earnings Call Transcript
Apr 23, 2020

kr33.1

Earnings

Q1 2024 Note AB (publ) Earnings Call Transcript

Apr 18, 2024 / 10:00AM GMT

Release Date Price: kr131.17 (+2.46%)

Transcript

Johannes Lind;Widestam;publ;CEO;President

NOTE AB

()-&

Welcome to this Q1 presentation of NOTE. As always, how do I describe this quarter and where we are standing? Yet another quarter, quite much affected by inventory optimization among our customers. That means that they are buying less than they sell.

We see that some segments are doing quite weak. We will come back to that later on in the presentation. But we can see that the green tech sector is not picking up as we had expected when we entered this quarter, we're I'm comparing our Q1 numbers compared to quite low numbers last year already.

So this surprises us a little bit. It's quite far below our customers' communicated expectations as well. So that recovery that we have been talking about for some quarters is still not happening. That is one of the reasons or probably the main reason why we did not end up in the middle of our guidance, rather in the lower end of the guidance.

We can also see that this segment is not expecting to go so much better in

Already have an account? Log in

Get the full story

Start 7-Day Free Trial

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

30-Day 100% money back guarantee

You are not charged until the trial ends. Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Mobile App 中文

Education

Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.