Aktuellt
SENASTE
We believe VNV’s NAV will hold up in Q4/23 but that the focus will be on balance sheet risks. We find that multiples for listed peers are up slightly in Q4/23. After an uneventful NAV performance in 2023, the discount to Q3/23 reported NAV has widened to an historical high of 71%, providing solid triggers for the shares going into 2024. We estimate a fair value range of SEK 24-32, with an implied mid-point of SEK 28 (27).
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