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Speqta's Q3 net sales were 6% below our estimate, but EBITDA was ~50% above, mainly due to a solid contribution from Rahalaitos and Vinklubben. We expect a slightly longer impact from COVID-19 on Rahalaitos as the new wave hampers demand for consumer loans in the near term. This is temporary, however, and we expect performance to improve. Speqta is launching innovative growth initiatives, such as Bidbrain and Vinklubben SMART, which should help drive organic growth in the coming years. We adjust our DCF- and peer-based fair value to SEK 3.7-8.9 (3.9-9.0). Marketing material commissioned by Speqta.
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