Consumer Services Swedish Community

Risks Financial risk management: market risk (including currency risk and cash flow interest risk), credit risk and liquidity risk. Political decisions and other legal aspects.

Evolution Gaming - King of the Live Casino Evolution Gaming is the leading B2B provider of live casino solutions. They power the online games you love!

Betsson AB is a standout performer in the online gaming and betting industry, renowned for its financial strength, resilience, and strategic adaptability. Combining steady growth with shareholder-focused capital allocation, Betsson has positioned itself as one of the most attractive investments in the sector.

Evolution AB (EVO) is the undisputed leader in the online live casino market, boasting a business model that combines cutting-edge technology, scalability, and deep industry expertise. With a consistent track record of revenue growth, profitability, and operational efficiency, Evolution is a prime example of a high-margin, high-quality business operating in a growing niche.

Catalyst: Enhanced Pricing Power: Limited availability of high-quality, skiable terrain enables Skistar to command premium pricing and maintain robust margins. Digitalization to help limiting costs preasure : by leveraging digital tools such as the skistar app, will allow skistar to drive down/maintain costs when it comes to staffing (e.g. self checkin and checkout) while improving customer experience.

Key Takeaways Strategic portfolio expansion, localized offerings, and high user satisfaction drive growth, retention, and recurring revenue across core markets. Cost-cutting, organizational streamlining, and focused capital allocation strengthen margins, improve profitability, and enhance long-term earnings quality.

Key Takeaways Expansion into new regulated markets and studio launches positions Evolution for stable, long-term growth in digital and online gaming sectors. Exclusive partnerships and innovative game releases enhance product differentiation, driving higher margins and supporting sustained organic revenue expansion.

Key Takeaways Widespread adoption of innovative Odds Feed+ and scalable sportsbook technology could boost recurring revenue, margins, and reduce customer concentration risk. Expansion in regulated markets, strong esports growth, and operational automation position Kambi for sustained top-line growth and long-term competitive advantage.

Key Takeaways Exclusive content deals and rapid expansion into new markets position Evolution for exceptional category leadership, pricing power, and accelerated, sustained revenue and earnings growth. Automation, cost optimization, and industry consolidation support structurally higher margins, strong competitive advantages, and long-term earnings outperformance versus market expectations.