Although we see Nilörngruppen’s delivering a strong report with a significant beat versus our estimates, management highlights that the ongoing global issue with increase freight cost rates and raw material prices remain an uncertainty ahead. Thus, we remain our somewhat cautious positive outlook on H2’21e. On back of the strong beat, however, we expect consensus estimates come up on a double-digit level for ‘21e, and mid-single digits for ‘22e’-‘23e.
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