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SENASTE
We initiate coverage of Transtema with a DCF-based fair value range of SEK 12.6-15.6 per share, based on a WACC of 8.2-9.5%. We are impressed by Transtema's strategy shift from the Fiber-to-the-home (FTTH) installation market to operation and maintenance (O&M) and believe that the company is well-positioned to continue delivering operational improvements at higher margins and more solid cash flow. The company recently won three important contracts and is set for explosive revenue and EBITA growth in 2021. All in all, we expect a 2019-22 EBITA CAGR of 20%. Marketing material commissioned by Transtema Group AB.
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