Aktuellt
SENASTE
Ahead of Q1 results, we cut our EBIT forecasts for DistIT Group, the leading distributor of mainly IT/Technology goods in the Nordic markets, by 4-6% in 2022-24 to reflect cost inflation (bought-in margins), as well as resulting weaker consumption in retail markets (sales). We set our revised mid-point DCF-based equity value at SEK 145 (SEK 150). Its EV charging exposure (Efuel) and PL margin case add to the equity story in 2022 onwards.
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