Transtema Q1 2023: Harsh Norwegian Winter Hurting - Redeye

Redeye sees solid prospects for 2023 despite a soft Q1 heavily affected by the harsh Norwegian winter. While the demand for 5G installation is postponed to 2024 to some extent, the overall demand remains solid. Although we will likely somewhat lower our forecast and current Base Case of SEK55, we retain our positive view of Transtema.

Länk till analysen i sin helhet: https://www.redeye.se/research/902259/transtema-q1-2023-harsh-norwegian-winter-hurting?utm_source=finwire&utm_medium=RSS