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Kongsberg Automotive ASA

Consumer Cyclical
KOA.OL: 

Research by MICKE

  • The 2023Q2 released 8 Aug was a disappointment, with a small loss on EBIT and other costs on top of that. Sales volumes are high but KOA does not seem to have pricing power. I don't see the turn-around... time to sell and find a better investment.

  • Business (1)

    • KOA is selling of Interior Comfort Systems (“ICS”) business unit to Lear Corporation (“Lear”). If KOA divests the non profitable parts this could get the company profitable.

      09/03/2022 by MICKE｜
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  • Financial (1)

    • Week financials and the results are not very strong. If the costs go up KOA could be very vulnerable.

      09/03/2022 by MICKE｜
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  • Risks (1)

    • KOA does not seem to have good pricing power vs the relativly stronger car and trucking clients.

      07/11/2021 by MICKE｜
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