Aktuellt
SENASTE
Reported NAV declined 2% in dollar terms in Q3, mostly driven by listed peer multiples being down in the quarter and a higher risk premium for Gett. Our key takeaway is that the share of profitable investments is increasing, while the portfolio companies are operationally performing well. We think the assets have solid triggers ahead and calculate NAV per share of SEK 37 and arrive at a fair value range of SEK 24-30 (SEK 26-33).
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