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SENASTE
Nexam Chemical reported Q2 sales 9% below our forecast driven mainly by lower than expected growth of 34% in Performance Chemicals (our estimate: 60%). However, we note that growth has historically been volatile between quarters and we still believe the company is well positioned to deliver on its growth potential while expanding margins. We note the valuation is at a 44% discount versus our peer group. Fair value maintained at SEK8–12.
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