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Addnode Q4 2023: Strong PLM, Rebound in DM - Redeye

Redeye will likely increase its Base Case and forecasts slightly following a Q4 report coming in somewhat better than expected on the group level. Design rebounds faster than expected, PLM continues its strong trend, beating our forecasts, and Process’s EBITA matches our expectations.

Redeye will likely increase its Base Case and forecasts slightly following a Q4 report coming in somewhat better than expected on the group level. Design rebounds faster than expected, PLM continues its strong trend, beating our forecasts, and Process’s EBITA matches our expectations.
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