Aktuellt
SENASTE
While the turmoil in the Red Sea and higher freight rates could weigh on BA BioPak’s margins in 2024, we are confident in BA Duni’s long-term margin expansion story, supported by resilient volumes, lower input/internal costs, operational leverage, and price increases. Ahead of the Q4 report, our 2023 estimates are unchanged while 2024E-25E EPS increases by 5-10%. As a result, we raise our DCF-based mid-point to SEK 191 (170).
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