Aktuellt
SENASTE
While markets, rightfully we argue, are concerned about consumer real discretionary spending capacity ahead, we reckon the implicit cost of equity to arrive at current share levels in Footway Group is now closer to 21.5% (market cap of SEK 300m, 2022E net debt of SEK 250m). We argue over-cycle market growth opportunities are not discounted at these levels. We set our revised equity mid-point value at SEK 7.50 (SEK 10) per share.
LÄS MER
