Waystream's Q3 report demonstrated continued strong underlying momentum, with 24% organic growth driven by increasing sales to Nordic operators. The Tellus Fiber acquisition is also starting to contribute meaningfully, while broadening the company's product offering and creating additional cross-selling opportunities. Although supply chain constraints remain a temporary headwind, we believe underlying demand remains intact and the long-term investment case is strengthening. Our traditional Base Case is slightly reduced to SEK50 (51) while our new Fair Value is SEK50 (see details below), making the Waystream shares “Attractively Priced”.
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