CCM Research

Student-run Equity Research from Chalmers Capital Management. The reports should not be seen as any kind of recommendation or advice.

[CCM Research @research_ccm]

Our latest equity research report covers one of the latest additions to the CCM portfolio: Vitec

Currently trading at a steep historical discount, reasonable or not? Read the full report linked below!
https://t.co/UNi4jkS8d0

[CCM Research @research_ccm]

Another one from the past week. The latest analysis from our eminent @Eriksandstrom_ & Hugo ström, covering interesting Swedish microcap Norditek $notek
https://t.co/q08Ec6OPJY

[CCM Research @research_ccm]

New analysis - Birkenstock. Hidden potential and large share buybacks, read our takes below! $BIRK
https://t.co/7YVNwgMTjT

[CCM Research @research_ccm]

New analysis - check out the link to read our takes on Karnov Group! https://t.co/d84fsaHz9k

[CCM Research @research_ccm]

CCM is back on X! It's been quiet here for some time, but behind the scenes our operations have developed significantly. To catch up on published research analyses and other updates, check out our LinkedIn feed: https://t.co/Qkb9HbjvH2

Excited to be back sharing here!

[CCM Research @research_ccm]

We've published a new report on CeMat A/S #CEMAT, a hidden gem on the Danish exchange, trading at fire sale valuation. This Polish real estate company is a strategic holding in our portfolio. Report available here: https://t.co/zTTH6D0xSd

[CCM Research @research_ccm]

Join Our Quantitative Market Analysis Team!

We are expanding our quantitative team and reviewing applications on a rolling basis. No prior experience is required, we encourage anyone interested or curious to apply.

If you have any questions, don’t hesitate to reach out.

[CCM Research @research_ccm]

We have published a new company analysis. This time, we've taken a closer look at Match Group, the world's largest online dating company, known for owning popular dating platforms such as Tinder, Match, and Hinge, to name a few. The entire paper is available on our website.

[CCM Research @research_ccm]

2023 has come to an end. Let us reflect on what we've achieved. Some highlights include launching our new website and collaborations with @Nordea, @kalqyl and @millistream. We also published reports on Polestar, Savelned, and a paper on portfolio theory. Happy New Year everyone!

[CCM Research @research_ccm]

We are thrilled to announce that @millistream has become our sponsor! Millistream is a leading market data provider, offering real-time and historical market data solutions for financial institutions. We are looking forward to the opportunities this partnership will bring.

[CCM Research @research_ccm]

We want to give a big shoutout to @Quartr_App for letting us use their services in our work.

[CCM Research @research_ccm]

CCM is recruiting!

Do you have an interest in the financial market or company research? We are looking to expand our team of equity research analysts. If you're interested in being a part of CCM, don't hesitate to apply. Applications will be reviewed on a rolling basis.

[CCM Research @research_ccm]

Här kan ni läsa våran rapport om @Savelend.
https://t.co/r8wl7RkMRC

[CCM Research @research_ccm]

Nu är det dags att återigen ta en närmare titt på @Savelend. Vi är även glada att meddela att vi inlett ett nytt samarbete med equity-research firman @kalqyl, som är en del av Spotlight Group. Våra estimat för Savelend för de kommande åren kan ni hitta på Kalqyls hemsida.

[CCM Research @research_ccm]

Nu söker vi nya medlemmar!

Är du intresserad av finans, matematik eller data science/engineering? Vi söker just nu nya medlemmar till kvant-teamet på CCM. Om du är student i Göteborg och vill bli en del av laget, tveka inte att ansöka.

[CCM Research @research_ccm]

Nu kan ni läsa vår rapport om Polestar:
- Hög skuldsättningsgrad
- Trygg ägarstruktur och stark ledning
- Hög tillväxt men lönsamhetsproblem

Ett intressant bolag som har en spännande resa framför sig, men för hög värdering för oss på CCM!
https://t.co/8NBIQbfOSL

[CCM Research @research_ccm]

Är du intresserad av finans och kommunikation? Tveka då inte att söka till detta!

[CCM Research @research_ccm]

Ny vecka och vi har analyserat SaveLend $YIELD

- Ledande investering- och faktureringsplattformar
- Stor skalbarhet och stundande lönsamhet
- Ägarlett bolag

https://t.co/zagbaovOf2

[CCM Research @research_ccm]

Vi söker nu fler personer till vårt team. Om du är student i Göteborg och är intresserad av aktier så tveka inte att söka!

[CCM Research @research_ccm]

Nu kan ni läsa vår rapport i vilken vi sammanfattar skandalerna och problemen i det danska esportsbolaget Astralis

- ”Frivilliga lönesänkningar”
- Utlöpande av kontrakt och lockup
- Sjunkande resultat
https://t.co/5MiK21WjiI