We think Aktia reported a solid Q3 report, with a PBT miss of 4.2% to consensus explained by one individual case accounting for c. 40% of the impairment increase. In the middle of all the turbulence related to management changes, it saw a positive AUM trend, driven by both net sales and market improvements. We hope the new CEO can add stability and look towards lending growth and continued expansion to drive AUM.
LÄS MER