Weak Q2 adj. EBIT, but largely in line with ABGSCe. Soft market in H2'23e, but we could be nearing the trough. Multiples looking more appealing, but HOLD on low est. visibility.

18 Jul 2023
Cost savings to support '24e margins

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Cost savings to support '24e margins
- Published:
18 Jul 2023 -
Author:
ABGSC IT Research | Daniel Thorsson | Simon Granath -
Pages:
11 -
Weak Q2 adj. EBIT, but largely in line with ABGSCe. Soft market in H2'23e, but we could be nearing the trough. Multiples looking more appealing, but HOLD on low est. visibility.