Q4 expectations
We cut Q4e sales and EBIT by 4% and 32%, respectively, as the consumer confidence index is at a 25-year low. Aurdel is still the segment that is the most likely to be adversely impacted by a sluggish consumer. As for EFUEL, we believe that it will be somewhat more challenging to maintain a sequential growth streak due to a combination of both soft consumer demand and component shortages, and supply chain issues that are still impacting EV-charging manufacturers. Septon should continue to be positively impacted by a return to normalcy following the pandemic and Sominis' low-cost offering is likely to fare relatively well in the current environment, albeit not immune.
Aktuellt
SENASTE
