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SENASTE
CDON will report Q3 results on 21 October at 13.00 CET (no consensus available). After four consecutive quarters with decelerating y/y growth in 3P GMV, our forecasts imply that Q3 will be the inflection point. We are looking for 19% y/y 3P GMV growth (up from 4% y/y growth in Q2). Based on slightly downgraded assumptions (lowered GMV, take-rates) we set our midpoint DCF-based equity value at SEK 600 (previously SEK 637).
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