Aktia yesterday hosted a CMD in Helsinki where it presented its new strategic plan and new financial targets for 2029. Key targets for us are: 1) A 2029 ROE of >15% and 2) Assets under Management of EUR >25bn. We believe both these targets are ahead of market expectations and should drive consensus earnings upgrades once management shows it is able to deliver on them. 2025 and 2026 PBT and AUM development will be key to get comfortable.
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