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From macro uncertainties, corroborated by depressed sentiment indicators, and rising cost inflation (mainly passed on to end-consumers, we reckon), we argue household spending should be more muted in the second half of this year and we cut our sales growth assumptions in DistIT Group accordingly (a leading B2B distributor of IT/Tech and SDA consumer goods). Based on revised earnings, we arrive at our new mid-point equity valuation of SEK 125.
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