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SENASTE
Based on weak online consumer markets and after adding amortisation costs from the consolidation of Fyndiq (from 12 April) to our forecasts, we lower our GMV and earnings estimates. We set our revised mid-point equity value at SEK 315 (400). In Q2 we forecast Fyndiq adds 21pp to reported group total GMV growth of 11% y/y (3P GMV -7% y/y). The equity is now valued at 0.35x our 2024 EV/GMV estimates (a 45% discount to the marketplace peer group).
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