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SENASTE
VEF continues to trade below pre-covid levels at a 40% discount to reported NAV (58% to our estimated NAV). We believe the ice-cold winds blowing in the fintech VC industry appear relatively warmer at VEF’s holdings’ southern latitudes with still-strong operational performance (120%+ portfolio-weighted revenue growth YOY) with 65% of its NAV capitalised to break-even. Hence, we have raised our fair value to SEK3.7–5.4 (3.4–4.8).
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