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 CompanyTagList on Company {
  pageUrl
  name
  viewerIsFollowing
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    ...CompanyTagList
    id
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls {
    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
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      defaultInstrument {
        isin
        id
      }
      id
    }
    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 {
    id
    name
    viewerIsFollowing
    defaultInstrument {
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      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
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


__typename

title

isPremium

lang

htmlBody

companies

createdAt

publishers

authors

reactionGroups

pageUrl

alternatePageUrls

imgUrl

description

Analyst

Pauli Lohi

Meriaura Group has two business areas: Maritime Logistics and Renewable Energy. Meriaura transports dry cargo and executes demanding project deliveries in Northern Europe. The company offers CO2 reducing marine transport services based on the use of recycled, in-house produced bio-oil. Meriaura Energy designs and delivers clean energy production solutions for district heating and industrial use worldwide, with Europe as the main market area.

Meriaura Group

The effects of the strikes in port operations do not concern all of Meriaura's cargo and the company seeks replacement business. Assessing the impacts of the strikes in euros is challenging and we have already considered the situation to some extent in our Q1 forecasts, as the outlook for industrial disputes was difficult already at the time of the Q4 release.

Translation: Original comment published in Finnish on 3/12/2024 at 6:37 am EET The effects of the strikes in port operations do not concern all of Meriaura's cargo and the company seeks replacement business. Assessing the impacts of the strikes in euros is challenging and we have already considered the situation to some extent in our Q1 forecasts, as the outlook for industrial disputes was difficult already at the time of the Q4 release. Strikes continuing in Q2 to a significant extent would already likely cause negative changes to the EBIT forecasts for 2024. Port strikes will hamper Meriaura Group’s business in Q1 Trade unions announced on Wednesday, March 6th that freight traffic in Finnish ports will stop for two weeks starting on Monday, March 11th. We believe the strike will harm Meriaura Group’s business. Meriaura Group already mentioned the impact of the strikes in its verbal quarterly guidance issued on March 1st 2024. However, at that time, there was no confirmed information on the strike at ports that began on March 11th, even though continued industrial action was likely in the big picture. Due to the strikes, Q1’s earnings forecasts are subject to more uncertainty than usual, even though we have already estimated that the EBIT of Marine Logistics will decrease to 0.9 MEUR (Q1'23: 1.2 MEUR). A significant continuation of the strikes in Q2 would probably result in further forecast cuts. Strikes do not stop all sea freight In principle, strikes at ports have a significant impact on the sea freight business, as loading and unloading operations are suspended. However, the strikes do not apply to transport covered by security of supply, such as food, agricultural products and fertilizers (27% of Meriaura's cargo volumes in 2021). A significant part of Meriaura’s business also takes place outside Finland, and the company probably aims to compensate for the lost business by offering its capacity for spot cargo, e.g., between other Baltic Sea countries. This is not, however, enough to fully cover the halting of Finnish freight operations, especially as other freight companies will try to do the same. Strikes will probably have a significant impact on the project cargo business that is sensitive to disruptions (about 30% of revenue), which also requires special expertise from port workers.