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SENASTE
We maintain our estimates and fair value range ahead of Siili’s Q1 report. We think Q1 will mark the low point in terms of organic growth, which we see picking up towards year-end. Looking beyond 2024, we see healthier growth driven by AI-based demand. The key short-term risk still relates to over-capacity in the market and thus price competition. Silli’s current EV/EBITDA of 5x is low given its capital-light business in a structurally growing market.
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