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SENASTE
We forecast SEK 46m in net sales and EBITDA of SEK 3m for Q2. Speqta has been temporarily affected by COVID-19 lockdowns, mainly in the personal finance vertical. As lockdowns ease, we forecast Q3 revenue growth of 21% q/q (125% y/y). We believe Q2 will mark the company's low point in 2020. We recently hosted the CEO at the Nordea Small Cap Days; he outlined important trends accelerated by COVID-19 that are benefitting Speqta, such as higher e-commerce penetration, and confirmed that Speqta continues to look for M&A opportunities, primarily comparison sites, in current as well as new verticals. We adjust our DCF- and peer-based fair value to SEK 4.0-9.3 (4.2-9.5).
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