16 Jul 2023
Group and business recovery in the making
Q2 sales and NOI +9% and +5% vs cons, respectively, while interest rates and taxes drive neg. estimate changes. P/CEPS <13x means ~20% discount to sector, BUY.
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Group and business recovery in the making
- Published:
16 Jul 2023 -
Author:
ABGSC Construct. & Real Estate Research | Markus Henriksson | Fredrik Stensved -
Pages:
8 -
Q2 sales and NOI +9% and +5% vs cons, respectively, while interest rates and taxes drive neg. estimate changes. P/CEPS <13x means ~20% discount to sector, BUY.