Aktuellt
SENASTE
Q2 was weaker than we expected but the full-year guidance indicates stronger profitability in H2 than we had in our pre-Q2 estimates. The company did not provide new information regarding the strategic review. However, Enersense is outside its covenant limits, and the company has agreed to postpone the measurement until the end of Q3. Thus, we believe that the company aims to divest businesses during Q3. In our view, FY 2024 estimate revisions will mainly come from the Q2 miss.
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