Smart Wires: High Expectations for Order Pipeline to Come Through
Research Update
2022-08-15
07:30
Redeye lowers its short-term estimates after Smart Wires' Q2 report, which came in weaker than expected, mainly because of supply chain issues. The long-term outlook remains positive with new legislation and the electricity grid reaching capacity. We make no changes to the fair value range.
RJ
JG
Rasmus Jacobsson
Jessica Grunewald
Disclosures and disclaimers