Following VNV’s annual CMD, we take a closer look at the earnings growth potential of its two largest holdings, BlaBlaCar (26% of Q2 NAV) and Voi (23% of Q2 NAV). The CMD gave us deeper insight into VNV's core holdings, and we believe both companies are well positioned for solid earnings growth and look attractively valued at VNV’s current Q2/26 marks. We also adjust our fair equity value range to SEK 23-30 per share (21-28).
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