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SENASTE
Train Alliance’s Q3 results were stable but slightly below our estimate. With the SEK 90m Hallsberg deal approaching and recent EU co-funding approval of SEK 327m for the SMARTCargo project, we believe exciting times lie ahead. Train Alliance trades at a P/NAV of 0.57x (last reported) versus the sector median of 0.75x, which we find attractive given the potential for positive revaluation of its land assets, a key driver of the adjusted NAV.
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