Transtema: Softer Markets Hurting - Redeye

Redeye maintains its positive view despite lowering its Base Case and forecasts significantly. Organic sales growth was -16% y/y and while the EBITA did not match our expectations, the EBITA margin increased somewhat q/q. Despite the significant cut in our Base Case, where our new assumptions are much more defensive, Transtema is still trading at a substantial discount to our revised Base Case.

Länk till analysen i sin helhet: https://www.redeye.se/research/955083/transtema-softer-markets-hurting?utm_source=finwire&utm_medium=RSS