Industry Compounders Update
Research Update
2020-03-27
07:30
Redeye reduces its forecasts for Christian Berner, Lagercrantz, and Sdiptech due to the corona-crisis. While all three see a limited negative impact so far, we lower 2020 sales and EBIT forecasts by 8-10% and 15-30%. Despite lowering our Base cases, we still see exciting opportunities in the sector, Sdiptech being our top pick at this point.
FN
HA
Fredrik Nilsson
Henrik Alveskog
Disclosures and disclaimers