Catella: Strong Performance – Divestments of Kaktus and Jönköping Could Come Soon - Redeye

Redeye thinks the Q2 report was good, especially from Investment Management. While management commentary was defensive regarding divestments of Principal Investments, Redeye thinks Catella is low-balling and prefers to overdeliver rather than the opposite - implying that both Kaktus and Jönköping could be divested during the fall. Redeye raises its estimates, mainly for Investment Management, resulting in a higher fair value range.

Länk till analysen i sin helhet: https://www.redeye.se/research/932737/catella-strong-performance-divestments-of-kaktus-and-jonkoping-could-be-close?utm_source=finwire&utm_medium=RSS