Avensia: (Q2 Review): Strengthening the Supply Chain offering - Redeye

Redeye retains its positive view on Avensia despite a soft Q2. While we do not expect any near-term rebound in Commerce (altought we assume some improvements form this Q2), the IM initiatives could be a trigger. Our traditional Base Case is cut to SEK11 (13) while our new Fair Value is SEK11 (see details below), making the Avensia share “Cheap”.

Länk till analysen i sin helhet: https://www.redeye.se/research/1174232/avensia-q2-review-strengthening-the-supply-chain-offering?utm_source=finwire&utm_medium=RSS