HOLM A logo

Holmen Community

OM:HOLM A Community
  • 1 Narratives written by author
  • 0 Comments on narratives written by author
  • 6 Fair Values set on narratives written by author

Community Investing Ideas

HOLM A logo
Holmen

Holmen will see earnings surprise if energy prices recover in Sweden

Summary Holmen is trading at a premium (P/E ~23) amid cyclical weakness in sawmill products and lower energy income. A more reasonable multiple on “normalized” earnings is likely ~10–15× over a longer cycle, suggesting possible overvaluation if 2025 earnings do not rebound.
View narrative
SEK 267.87
FV
34.4% overvalued intrinsic discount
5.00%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
6 months ago author updated this narrative