Lifco Q1 2024: Cyclicality materialised - Redeye

Redeye updates its estimates and valuation following Lifco releasing its Q1 2024 report, which came in broadly below our estimates. We judge that positives from the report include Dental and Systems Solutions performing decently. Notable negatives include Demolition & Tools’ deterioration exceeding what we had pencilled in. Overall, we lower our 2024e estimates but leave our valuation largely unchanged.

Länk till analysen i sin helhet: https://www.redeye.se/research/998062/lifco-q1-2024-cyclicality-materialised?utm_source=finwire&utm_medium=RSS