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Duni: Take a seat at the table - SEB

Despite macroeconomic challenges, consumers continue to prioritise experiences, which is boosting demand for travel, hotels, and restaurants, supporting Duni’s volumes. In combination with consumer confidence bottoming and input prices rolling over, we are optimistic about Duni’s sales and margin recovery story. We reiterate our DCF-based mid-point valuation of SEK 130 per share.

Despite macroeconomic challenges, consumers continue to prioritise experiences, which is boosting demand for travel, hotels, and restaurants, supporting Duni’s volumes. In combination with consumer confidence bottoming and input prices rolling over, we are optimistic about Duni’s sales and margin recovery story. We reiterate our DCF-based mid-point valuation of SEK 130 per share.
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