Aktuellt
SENASTE
The Q2 NAV declined by 10% from Q1/24, due to fair value changes driven by listed peers trading down during the quarter. However, the share of EBITDA-positive holdings kept increasing (Q2/24: 62%) and with the NAV discount at 50%, we view the discount as exaggerated. With the upcoming closing of the Gett exit (pending approvals) reducing balance sheet risks and further asset sales on the agenda, we continue to see solid risk/reward in H2.
LÄS MER
