Collaxio (Q1 review): Flat NAV masks positive underlying momentum - Redeye

Redeye updates its estimates and valuation after Collaxio's Q1 2026 report. The partial completion of the Aggregate Media acquisition added six new holdings and the quarter delivered a meaningful beat on management costs, both of which we view positively. NAV was broadly flat q/q as positive value development across several core holdings was offset by the Lanetalk write-down. We make a small upward adjustment to our base case while our bear and bull cases are marginally revised.

Länk till analysen i sin helhet: https://www.redeye.se/research/1164228/collaxio-q1-review-flat-nav-masks-positive-underlying-momentum?utm_source=finwire&utm_medium=RSS