Deep dive in Ependion - Penser

Equity analyst Markus Almerud makes a deep dive in electricity infrastructure, which is one of the main growth areas for Ependion. He visits business unit Westermo in Västerås where he meets David Åkerman, Global Market Director – Energy. They discuss the change in the energy mix for both consumption and production, how the power generation value chain is changing, the investment needs in the grid that follows and how Westermo is plugging into these trends. They further discuss critical success factors and finally Markus wraps up by summarising and putting numbers to the market outlook and how it ties into the Ependion share.

Länk till analysen i sin helhet: https://mfn.se/a/penser-access/deep-dive-in-ependion-erik-penser-bank-oct-4th-2023