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SENASTE
With limited news during the quarter and the potential closure of Gett postponed from 2024 to the first quarter of 2025, the portfolio remains concentrated on five key assets, accounting for 70% of end-Q3/24 GAV. The shares are trading on a 56% discount to Q3 NAV, which remains excessive, in our view. We expect FX and peer group multiples to develop favourably in Q4, which should support the company-assessed NAV in the quarter.
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