Actic group reported a solid second quarter, and our story of capitalising on the pandemic recovery looks to be playing out. EBIT margin 3.8%, 3pp better-than-expected. With organisational restructuring and the rights issue handled, we argue Actic is in a good position when it finally steps out from the pandemic tunnel. We reiterate our DCF based mid-point value of SEK 19 per share.
LÄS MER