At 12.8x P/CE TTM and 1.1x P/NAV last reported, Diös trades at historically high multiples; however, planned infrastructure investments in the region of more than SEK 1tn should certainly have a positive effect on Diös. Peers like Wihlborgs, Kungsleden and Nyfosa trade at 17.1-19.0x P/CE TTM and 1.0-1.4x P/NAV last reported. Diös’ ~15% run from its one-year average on P/NAV last reported is notable compared to the sector’s at ~5%. The equivalent run on P/CE TTM is more in line with the sector at ~20% compared to the sector’s at ~18%.
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