Eilen olikin kovaa alamäkeä Evolla, Kambilla, Kindredillä jne. Evo ja Kindred liian isoja jotta välittäjätilasto näkyisi, mutta Kambissa ainakin MSE, BofA ja Credit Suisse olleet kovasti myyntilaidalla niin eilen kuin tänään (pl. BofA). Voisi liittyä Archegos margin calliin ja siitä lähteneisiin laineisiin 
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Jatketaan eilen hyväksi todetulla linjalla.
STOCKHOLM (Direct) Nordea Markets raises the target price for Kindred to SEK 170 from SEK 140. The buy recommendation is repeated.
It appears from an analysis.
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Laitetaan tänne myös:
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SEB INCREASES THE GUIDANCE COURSE TO SEK 175 (150)
STOCKHOLM (Direct) SEB Equities raises the target price for Kindred to SEK 175 from SEK 150. The buy recommendation is repeated.
e:
We are more optimistic about the profit prospects of listed gaming companies in general and especially for companies exposed to the expected growing market in the USA.
We increase the profit forecasts by 11-12 percent in Kindred. Our forecast is that growth in the first quarter was high. In the first 38 days of this year, revenues increased by 41 percent and we expect growth of 39 percent in the first quarter.
The profit forecast for 2021 is positively affected by the fact that we postpone the time until 2022 when the Dutch operations are expected to be conducted with a license.
The company has operations in 3 states in the US and expects it to be 5-6 by the end of the year. On Tuesday, the state of New York announced that it will legalize sports betting online. This will be done via licenses and includes a tax rate with an uncertainty about the level. This provides support for the continued opening of games in more states. Compared to international competitors exposed to online gaming in the US, the valuation is more conservative in Kindred, which is ranked Buy.
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Tuli myös tällainen vastaan:
54 sivua on jokseenkin liikaa postattavaksi, mutta bullerona joudun kuitenkin yhden screenin nostamaan esille:
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Aiemmin ehdin jo postata saman Kambin ketjuun mutta koska tämä koskee myös Kindrediä niin listataan tähänkin:
Kindred on siis jo aiemmin lyönyt hynttyyt yhteen Quechan Triben kanssa Arizonaan sekä Californiaan(jos/kun pelit joskus aukeaa).
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KINDRED
Pareto Securities raises the target price for Kindred to SEK 209 (171), repeats purchases.
"For Kindred, Pareto, which has the company as a sector favorite, reckons that the strong development from the fourth quarter has continued into the first of the year with high activity in both casino and sports betting.
We continue to believe that the consensus is too low on both revenues and EBITDA for 2021-2023 and expect positive revisions in the near future," writes Pareto."
e: päivitetty lista:
Uusimmat targetit :
Pareto 209sek(171)
Kelper Cheuvreux 145sek(120)
ABG 205sek(150)
Nordea 170sek(140)
SEB 175sek(150)
DNB 170(105)
Erik Penser Bank 200(140)
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DNB raises target price for Kindred to SEK 185 (170), repeats purchase.
Kepler Cheuvreux raises target price for Kindred to SEK 175 (145), repeats purchase
Uusimmat targetit :
Pareto 209sek(171)
Kelper Cheuvreux 175sek(145)
ABG 205sek(150)
Nordea 170sek(140)
SEB 175sek(150)
DNB 185sek(170)
Erik Penser Bank 200sek(140)
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Unibet Interactive, Kindred Group’s US arm, is awarded a direct market access mobile sports betting permit in Virginia. After successful launches in New Jersey, Pennsylvania, Indiana and with signed agreements for an additional eight states, Virginia will be a key state in Unibet´s East Coast expansion. Virginia is one of the largest states in the US market and mobile sport betting is expected to reach over $370m in annual revenues at maturity.
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KINDRED: CARNEGIE INCREASES THE GUIDE COURSE TO SEK 180 (145)
STOCKHOLM (Direct) Carnegie raises the target price for Kindred to SEK 180 from SEK 145. The buy recommendation is repeated.
It appears from an analysis.
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Tuli vastaan otteita länsinaapurista:
Estimate and multiple expansion potential – Buy!
We leave our revenue estimates unchanged for 2021-2023. However, we lift our EBITDA expectations, mainly due to lower marketing spend for 2021 onwards. We continue to argue that consensus is still too low on both revenue and EBITDA estimates for 2021-2023 and we expect positive estimate revisions in the near term. On top of that we see room for a multiple expansion, where Kindred currently trades at a 40% discount to international peers on 2021E EV/EBIT.
Momentum expected to have continued into Q12021
We expect Kindred to deliver stronger figures than its competitor Entain for the first quarter. (Entain 33% y/y growth)
Positive EBITDA revisions – Buy!
As explained above, we leave our 2021 revenue estimate unchanged, but lower our cost base expectations going forward mainly due to lower marketing spend than previously expected. In total, we raise our EBITDA expectations by 2-6% for 2021-2023.
e: Swedbankin sivuilta:
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Benchmark antamassa hyvää näkyvyyttä
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Uutta tarjontaa Unibetin asiakkaille:
e: Ilmeisesti alkuun vain jalkapalloon ja tennikseen.
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In February, Kindred Group started to communicate about its “Journey towards zero” by announcing the share of revenue derived from harmful gambling. The Group has set an ambition to reach zero per cent of revenue from harmful gambling by the end of 2023 and report this on a quarterly basis.
Aiheesta ollut puhetta ainakin aiemmin postatussa videossa:
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Mahtaako jollain olla syväluotaavaa näkemystä Q1 ennusteisiin?
The expected adjusted EBITDA result, according to Factset’s consensus with five analysts’ estimates, is £ 101 million. During the corresponding period last year, the result was 43 million.
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Täältä löytyy kiinnostuneille huominen webcast klo10 suomen aikaan. Mielenkiinnolla odotan mitä Henrik meille kertoo 
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Aikalai ennustusten mukainen.
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Hyvää tekemistä.
”In the US, our long-term investments are continuing to pay off, with Gross winnings revenue increasing 185 per cent compared to the same period last year.
The second quarter of 2021 has started off well with the average daily Gross winnings revenue for the first 25 days in April being 52 per cent (55 per cent in constant currency) higher than the full second quarter of 2020”.
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