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Holmen
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Mandelman
Community Contributor

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.
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SEK 267.87
FV
52.7% overvalued intrinsic discount
5.00%
Revenue growth p.a.
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3 months ago author updated this narrative