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SENASTE
Taaleri's Q1 2024 results were well above LSEG Data & Analytics consensus and our expectations, driven by positive fair value changes within the Strategic Investments segment. Recurring from private asset management rose by 6% y/y and we model an improving recurring revenue trajectory from Q3. We make only minor estimate revisions on an underlying basis. We derive a fair value range of EUR 9.4-11.0 (9.7-11.3) per Taaleri share, based on an SOTP model. Marketing material commissioned by Taaleri.
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