Redeye raised the sales forecasts for Christian Berner, Lagercrantz, and Sdiptech following stronger forward-looking data in the Q1 reports relative to our forecasts. So far, it seems like the Industry Compounders will handle the Corona crisis rather well, and for 2 out of 3 companies, we raised our EBITA forecast and Base case. Sdiptech remains our top pick in the sector.