Aktuellt
SENASTE
Reflecting mainly FX and supply chain headwinds, we downgrade our gross margin assumptions, as well as shift some frame agreement deliveries from H2 2022 into next year and 2024. In all, we downgrade EBIT by an average of 8% over our forecast period ending in 2024. We set our revised mid-point equity value at SEK 135 (140). We reckon Alcadon offers a good exposure to structural growth from accelerating data consumption ahead.
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