Aktuellt
SENASTE
Following Q2 results that were broadly in line with our forecasts, adjusting for non-cash revaluation items, we argue our investment case in Alcadon Group remains intact – offering an intrinsic mid-point value of SEK 100 per share. To us, the market pricing of the equity implies the company going ex-growth. Accelerating deliveries in several of its frame agreements should drive top line developments from here and price increases should support margins too.
LÄS MER
