Sivers IMA Holding AB

Redeye: Sivers IMA - Reviewing the Case

mån, mar 30, 2020 08:16 CET

Redeye reviews its Sivers IMA case, following the CMD, upping the valuation. We increase our Photonics estimates from higher conviction around the Fortune 100 customer. Moreover, we are impressed by the traction in the unlicensed frequency bands and the competitiveness of the chip launched with Ampleon. Read more and download the research update: https://bit.ly/2vWXVPl Start following companies at Redeye to recieve the latest research within Tech and Life Science. This is a press release from Redeye - Research Powered Investment Banking. https://www.redeye.se/about/

Redeye: Sivers IMA - A potpourri Q3

tis, dec 03, 2019 07:57 CET

Sivers IMA’s Q3 sales and earnings, which included a number of non-recurring items, came in below our expectations. Our main takeaway was that several customers seem to be behind schedule, and we have hence lowered our expectations in the short term, resulting in a lowered fair value range. To justify a higher fair value, we want to see larger volume orders in the wireless segment or that the Fortune 100 customer moves forward with Sivers IMA towards a full volume ramp-up. Read more and download the research update: http://bit.ly/2qe1cqG Start following companies at Redeye to recieve

Redeye: Sivers IMA - Eventful period ahead

fre, sep 06, 2019 11:18 CET

Sivers IMA delivered a solid Q2 report with high growth and improved results. The company has also had a strong start to Q3, reflected by the two follow-up orders from the undisclosed customer of “Fortune 100”-size and the new unlicensed 5G contract. We argue that the H2'19 outlook remains strong, and we expect a solid news flow over the coming six months, where we see good potential for unlicensed 5G orders, and additional design wins. Read more and download the research update: http://bit.ly/2ZDhsSH Start following companies at Redeye to recieve the latest research within Tech and

Redeye: Sivers IMA - Solid start to the year

mån, maj 27, 2019 07:54 CET

Sivers IMA reported high sales growth (92%) and improved EBITDA in Q1, which points to a solid start to the year. 2019 should be an eventful year where we expect unlicensed 5G orders, additional 5G design wins, and new deals within the fiber business area. We argue that the 5G case remains strong and expect it to bring significant growth over the coming years. Read more and download the research update: http://bit.ly/2YNFwNJ Start following companies at Redeye to recieve the latest research within Tech and Life Science. This is a press release from Redeye - Research Powered

Redeye: Sivers IMA - Temporary problems, but long-term case intact

tis, feb 19, 2019 07:40 CET

Sivers IMA delivered a disappointing Q4 report with both sales and earnings well below our expectations while also providing a negative update on the Chinese FTTH market. The company has at the same time strengthened its long-term case through announcements of several recent 5G deals, and we remain confident of its ability to show high long-term growth. We have, however, reduced our 2019 and 2020 estimates based on the updated outlook, which results in an updated fair value in our base case. Read more and

Redeye: Sivers IMA - Promising development

ons, nov 21, 2018 07:46 CET

Sivers IMA delivered a strong Q3 report, characterized by high growth (68% y/y) and gross margin improvements. We expect a number of eventful months ahead, following the completion of its wireless chips and the potential for large datacom orders. We have remodeled our estimates for 2019-2021 somewhat, which, however, have a limited effect on our fair value. Read more and download the research

Redeye: Sivers IMA - Expecting an exciting end to 2018

ons, sep 05, 2018 07:56 CET

Sales in Q2 were below our forecast, leading to a loss larger than expected. The company has, however, announced two new promising partnerships during the period, increasing its opportunities to take part in future 5G rollouts. Our long-term view remains positive, and the Q2 report does not affect our fair value range. Read more and download the research update: http://bit.

Redeye: Sivers IMA - (Wi)Gigantiska möjligheter

ons, jun 13, 2018 07:42 CET

Redeye inleder bevakning av Sivers IMA som utvecklar och säljer chip, komponenter och moduler för data- och kommunikationssystem. Vi ser särskilt positivt på bolagets starka positionering inom WiGig och bedömer att bolaget har goda möjligheter att växa kraftigt till följd av kommande WiGig/5G-utrullningar. Läs mer och ladda ned initialanalysen av Dennis Berggren: https://goo.gl/VzJdr7 Börja följa bolag hos Redeye för att direkt få de senaste analyserna inom Tech och Life Science. Detta är ett pressmeddelande från Redeye - Research Powered Investment Banking. https://www.redeye.se/

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