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SENASTE
We think Tobii could face some tough headwinds during H2/22 within some customer groups (mainly enterprise), as some products are high-ticket nice-to-haves rather than must-haves, which prompts some negative estimate revisions. However, we note an uptick in the buzz surrounding the VR/AR market, given a recent release from Meta and Sony confirming PSVR2 for early 2023. Our new fair value is SEK 41-50 with a mid-point at SEK 45 (47).
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