Nekkar: H1 Review – Uncovers Hidden Values - Redeye

Redeye makes mixed estimate revisions on the back of Nekkar’s H1’24 report that beat our EPS forecast. We argue that the outlook remains solid with high tendering activity despite a softer Q2’24 order intake for Syncrolift. Driven by two divestments in FiiZK, which likely will reveal some hidden values, and by a value accretive acquisition of Globetech, we slightly raise our base case valuation.

Länk till analysen i sin helhet: https://www.redeye.se/research/1035633/nekkar-h1-review-uncovers-hidden-values?utm_source=finwire&utm_medium=RSS