Analyser av VEF

VEF: Creditas intäkter når nya rekordnivåer - Analysguiden

Creditas, som utgör cirka 50% av VEFs investeringsportfölj, kom med en urstark Q3-rapport.

VEF: Fokus återigen på portföljbolagens tillväxt - Analysguiden

Underliggande portföljbolagen utvecklas väl under kvartalet drivet av fortsatt lönsam tillväxt.

VEF: Kraftigt förbättrat resultat för Creditas i kvartalet - Analysguiden

Creditas, som utgör nästan 50% av VEFs investeringsportfölj, kom med en mycket stark Q2-rapport med kraftigt tillväxt i bruttoresultatet , b...

Analysguiden • 03 Sep 12:13

VEF: Utvecklingen i kvartalet kom in enligt förväntan - Analysguiden

Underliggande portföljbolagen utvecklas väl även om valutafluktuationer påverkade substansvärdet negativt i kvartalet.

Analysguiden • 19 Jul 09:02

VEF: En omotiverat hög rabatt skapar ett bra ingångsläge - Analysguiden

VEF är investmentbolaget som ger en unik möjlighet till att få exponering mot snabbväxande Fintech-bolag på tillväxtmarknader till en krafti...

Analysguiden • 14 Jun 11:25

VEF: Green shoots - DNB

VEF's share price is down 12% in SEK YTD despite: 1) a 25% recovery in its NAV YTD (in USD), which lags green shoots from its portfolio peer...

DNB • 20 Jul 2023 09:23

VEF Continues to play defence - DNB

VEF has taken a conservative stance on its NAV while adjusting its holdings growth strategies through 2022–2023, with cash available equal t...

DNB • 20 Apr 2023 09:03

VEF: High beta if market mood shifts - DNB

VEF took a defensive stance in 2022, focusing on strengthening its balance sheet and reprioritising growth strategies across its portfolio, ...

DNB • 26 Jan 2023 09:17

VEF: Starting to lean forward again - DNB

VEF continues to trade below pre-covid levels at a 40% discount to reported NAV (58% to our estimated NAV).

DNB • 27 Oct 2022 10:24

VEF: This too shall pass - DNB

VEF’s Q2 NAV fell 40% QOQ, which we believe reflects conservatism from VEF, as its largest asset, Creditas, recently received funding from n...

DNB • 21 Jul 2022 09:58

VEF: High NAV discount considering track record - ABG

NAVPS down 35% q-o-q, reflecting market conditions Strong cash position for future needs Excessive discount to NAV, and far below historical...

ABG Sundal Collier • 21 Jul 2022 07:21

VEF: Trading at an excessive NAV discount - ABG

Q2’22 NAVPS (SEK) -35% q-o-q and +4% y-o-y VEF trades at a 49% discount to NAVPS Solid cash position at USD 64.

ABG Sundal Collier • 20 Jul 2022 09:36

VEF: Has all the flexibility it needs - ABG

NAVPS (SEK) flat q-o-q and up 55% y-o-y in Q1’22 Trading at 45% discount to NAVPS Fair value range of SEK 4.

ABG Sundal Collier • 04 May 2022 07:40

VEF: Market volatility not new to VEF - DNB

VEF’s NAV declined only ~3% QOQ in Q1 despite turbulent markets.

DNB • 28 Apr 2022 10:44

VEF: Trading at record high discount to NAV levels - ABG

Q1 NAVPS (SEK) flat q-o-q, driven by two new additions VEF trades at a 45% discount to NAVPS… …and 23% below the low end of our fair value r...

ABG Sundal Collier • 27 Apr 2022 10:30

VEF: Trading 21% below NAV - DNB

VEF continued the strong 30%+ NAVPS CAGR seen over the past six years, while its share price appears to have decoupled from NAV: it is tradi...

DNB • 03 Feb 2022 10:05

VEF: VEF Many shots at goal - DNB

VEF is increasingly getting recognition for its impressive 5-year NAVPS CAGR and rare emerging market VC fintech portfolio, in our view, wit...

DNB • 04 Nov 2021 09:39

VEF: An emerging star - ABG

An intriguing opportunity to tap into the private fintech market VEF is an investment company founded in 2015 through a spin-off from VNV Gl...

ABG/Introduce • 20 Aug 2021 09:21

VEF: On track with more expected - DNB

VEF’s 30%+ NAV CAGR track record and improved ESG assessment have become increasingly credited by the investment community as its discount t...

Research feed • 29 Jul 2021 09:03

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