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We reiterate our mid-point DCF-based equity value of SEK 55 per share for Nelly Group. In Q2, the company’s investment in a new automated DC was largely completed and cost guidance was tightened to the lower end of the range (SEK 35-45m). We expect lower handling costs per unit (compared to Boozt) to bolster margins over our forecast period to 2023. While market data suggest muted trading in July, we estimate accelerating growth in H2.
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