Redeye provides its Q1 2025 update for the Swedish Quality Microcap theme. We discuss the 14 (12) companies in the space currently under Redeye’s coverage while extending our list of companies outside of Redeye’s coverage to 11 (9). Valuations remain slightly below their ten-year median. First North traded volumes, a proxy for broader microcap sentiment, continued its uptick in March and April, reflecting a market that might be defrosting after a couple of years with low liquidity. This report has a special focus on the e-commerce scene, with a comparison of the listed D2C companies based on several operational parameters, two e-commerce-focused case write-ups, and a review of Gunnar Lindstedt’s book from 2001: Boo.com: and the IT-bubble that burst. We also have the great pleasure of featuring two interviews, with Stefan Palm (Lager 157) and Patrik Hedelin (eEquity).

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