Speqta
Speqta: Mixed Corona-Crisis Impact (Redeye)
2020-04-03 07:36
Redeye lowers its short-term estimates and valuation in Speqta. We believe the current loan market decline outweighs positive e-commerce growth. Long-term, we think Speqta is well-positioned to benefit from an accelerated online penetration following the corona-crisis. The stock is trading close to our bear case, pricing in a pessimistic scenario.
info@redeye.se (Redeye.se)
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