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

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