Interview with Elanders Feb 5, 2024 - Penser Access by Carnegie
Equity analyst interviews Elanders' CEO Magnus Nilsson and CFO Andreas Wikner after their Q4. They discuss the state of the market, demand trends in Supply Chain including positive signs in laptops and printers, the state of the inflow of new customers in Fashion, the new acquisition (Kammac), trends in online print and the margin development. Finally they discuss the balance sheet and particularly why they chose to finance the Kammac aquisition with debt instead of new equity.
Länk till analysen i sin helhet: https://mfn.se/a/penser-access/interview-with-elanders-carnegie-investment-bank-feb-5-2024