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On 15 August, we consolidated Alcadon Group’s acquisition of UK’s Network Centre Holding (NWC), raising our sales and EPS forecasts by c. 40% and 17%, respectively, for both 2023 and 2024. We argue that this acquisition is value-accretive (ROIC-WACC) and that NWC offers Alcadon exposure to an under-penetrated fibre broadband market, implying high growth prospects over our forecast period. We reiterate our mid-point DCF equity value of SEK 140
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