Aktuellt
SENASTE
We argue the CDON investment case remains intact: while cutting our short-term GMV forecasts, we reckon the trends towards more online commerce as a share of retail trade – and increasing online marketplace share of online sales – should drive accelerating growth in CDON 3P GMV over our forecast period. From increased investments near term, we lower our EBIT estimates accordingly. We reiterate our mid-point equity value of SEK 485 per share.
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