additional acquisitions that probably will be announced later this year. Carasent trades at
EV/Sales 18x on 2021E, which might look pricey in the short-term. However, we argue
that investors have a good chance of earning approximately the growth rate going forward,
as the durability and duration of the profitable growth add cushion in the case of multiple
contraction.
We increase our base case to NOK 55 (40).
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