The Property investment management continues to show strength. We do expect small negative estimate revisions for consensus driven by lower AUM, but given the solid beat today, the share should come up with a few p.p. in our opinion. The stock remains very attractive on multiples, currently trading on an EV/EBIT of 6x on our 2022 estimates, which is more than 50% below our peer group.
Aktuellt
SENASTE
