Bildkälla: Stockfoto

Transtema: Softer Markets Hurting - Redeye

Redeye maintains its positive view despite lowering its Base Case and forecasts significantly. Organic sales growth was -16% y/y and while the EBITA did not match our expectations, the EBITA margin increased somewhat q/q. Despite the significant cut in our Base Case, where our new assumptions are much more defensive, Transtema is still trading at a substantial discount to our revised Base Case.

Redeye maintains its positive view despite lowering its Base Case and forecasts significantly. Organic sales growth was -16% y/y and while the EBITA did not match our expectations, the EBITA margin increased somewhat q/q. Despite the significant cut in our Base Case, where our new assumptions are much more defensive, Transtema is still trading at a substantial discount to our revised Base Case.
Börsvärldens nyhetsbrev
ANNONSER