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: translations {
    __typename
    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
    }
  }
}


tecnotree-wins-new-customer-papua-new-guinea

__typename

title

isPremium

lang

htmlBody

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Analyst

Roni Peuranheimo

Tecnotree operates in the IT sector. The company specializes in the development of digital communication solutions. The services include, for example, business process and subscription management services for customers in telecom and other digital service providers. Operations are held on a global level, with the largest presence around Asia, Africa and the Middle East.

Tecnotree

Tecnotree announced that it has signed a new digital transformation agreement with Telikom Limited from Papua New Guinea. The press release did not mention the value of the order, but we do not consider it to be particularly large as it was a press release.

Translation: Original comment published in Finnish on 9/28/2023 at 7:27 am EEST. Tecnotree announced that it has signed a new digital transformation agreement with Telikom Limited from Papua New Guinea. The press release did not mention the value of the order, but we do not consider it to be particularly large as it was a press release. The order now received does not cause estimate revisions but contributes to the growth outlook we project for Tecnotree in the coming years. Telikom Limited is one of the leading telecommunications companies in the South Pacific, providing fixed and mobile services in Papua New Guinea. With the signed agreement, Tecnotree will provide Telikom with its BSS Edge platform, which will enable Telikom to better manage the lifecycle of its customers and integrate its different businesses. Overall, Tecnotree's BSS Edge gives Telikom the tools to improve its customer experience and enhance its monetization capabilities. The exact structure of the order was not disclosed in the press release. For license-based orders, typically about half of the order consists of a license (payable immediately) and half of a deployment (payable typically within 12 months). However, Tecnotree has increasingly focused its sales on an ARR model, where revenue is generated gradually over a longer period of time. Regardless of the delivery model, the repatriation of new orders in Q3 (other comments <a href="https://www.inderes.se/en/analyst-comments/tecnotree-wins-new-account-in-mauritius">here</a> and <a href="https://www.inderes.se/en/analyst-comments/tecnotree-wins-a-new-customer-in-nigeria">here</a>) is obviously positive for the company, as we consider the risks to the demand outlook to be somewhat elevated. One sign of this was the slowdown in order flow during H1 and a slight year-on-year decline in the order book at the end of Q2'23 (Q2'23: EUR 68.4, -6%). However, the shift to the ARR model may partly explain the slowdown in the order flow, as there are fewer larger individual orders to be filled at once.

	2022	23e	24e
Revenue	71.6	77.3	83.2
growth-%	11.5 %	8.0 %	7.6 %
EBIT (adj.)	18.3	21.5	24.9
EBIT-% (adj.)	25.6 %	27.8 %	29.9 %
EPS (adj.)	0.74	0.84	1.09
Dividend	0.00	0.00	0.00
Dividend %
P/E (adj.)	16.80	4.20	3.24
EV/EBITDA	9.42	1.95	1.27

Tecnotree wins a new customer from Papua New Guinea

Tecnotree

Key Estimate Figures07.08.2023

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