Redeye retains its positive view of Transtema following a Q2 2026 report that beat our forecasts on both sales and profitability, even as the underlying trajectory for the rest of the year looks somewhat more gradual than we had assumed. The important thing is that the cost cutting and renegotiation initiatives are proceeding according to plan. Our traditional Base Case is raised to SEK8.2 (7.9) while our new Fair Value is SEK10.1 (see details below), making the Transtema share “Attractively Priced”.
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