Physitrack's Q2 marked a return to growth — revenue up 8% and ARR of EUR 13.6m ahead of our estimate, with RTM now live in the US and Wellness back in profit. With neglectable estimate changes Redeye leaves its Fundamental valuation (Base Case) intact at SEK20. We introduce a Fair Value — which also weighs peer valuation — of SEK19.5; the stock screens as Cheap.
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