Aktuellt
SENASTE
Taaleri’s group continuing earnings grew 6% y/y to EUR 10.4m (6% above our estimate). Segment reporting EBIT of EUR 9.4m came 9% above our estimate, boosted by EUR 5.5m total investment income in Private Asset Management (our estimate: EUR 0m), counteracted mainly by lower carry. Garantia’s operative figures were solid and in line with our expectations. Garantia’s continuing earnings were up 11% y/y, with insurance revenue down merely 4% y/y, which we consider solid in the current environment. SolarWind III has grown to EUR 481m, up from EUR 470m in October 2024. However, due to the current market environment, reaching the EUR 700m target size is stated to be uncertain. Taaleri aims to launch additional real estate products in 2025, after the Keva mandate partnership. Overall, we consider the results solid, but find the market commentary slightly worrying, although expected.
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