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SENASTE
The Covid-19 pandemic is accelerating fintech momentum in emerging markets, where VEF’s tech-enabling leaders are gaining significant advantage over incumbent banks with high fees and unsophisticated products. We see VEF as a unique, multifaceted story, and forecast ~20% NAV growth in 2021, driven mainly by Konfio; with a lot of sector liquidity and industry deals, we do not rule out portfolio exits. We have raised our fair value to SEK3.9–5.1 (3.2–4.4).
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