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SENASTE
The CMDs of Tobii and Tobii Dynavox left a lot of information to digest, but our initial takeaways are positive. The respective equity stories have been solidified, and we consider the new spinoff and new financial targets as giving a good “reset” to the case and expectations for the story going forward. Management gives a clear path to delivering on its targets: multi-layered growth in Tobii and stable, profitable growth in Tobii Dynavox. We reiterate our positive view.
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