Aktuellt
SENASTE
VEF’s NAV declined only ~3% QOQ in Q1 despite turbulent markets. With a portfolio of leading fintech holdings across some of the world’s fastest-growing markets, the investment community now expects VEF to report only a ~7% IRR on invested capital (versus its 30% track record), as the stock is trading 47% below NAV. We have cut our fair value to SEK6.3–7.4 (6.8–8.1) on our updated NAV forecasts, to which we apply a 10% discount to NAV.
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