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SENASTE
At SEB's Nordic Seminar, CEO André Sloth Eriksen and CFO Peter Dam Madsen provided a comforting outlook for G&E and upbeat comments about the sales potential of Simsports. Our impression is that the G&E franchise has sustained strong momentum in gaining share with existing customers and winning new customers. Although continued supply-chain challenges are likely to impact Asetek in 2022, we argue that the long-term growth case remains intact.
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