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SENASTE
We argue Alcadon Group, a leading distributor of network equipment and fibre solutions in the premium segment of the market, is well-positioned to capitalise on the roll-out of 5G technology (edge computing, Industry 4.0). Bolstered by announced orders, we estimate a sales CAGR of 27% (largely organic) in 2022-24. Adding cost leverage, we forecast an EPS CAGR of 47%. We raise our DCF-based mid-point equity value from SEK 105 to SEK 115.
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