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Danish Expansion And Oversupply Risks Will Shape Property Markets

Published
06 Feb 25
Updated
24 Jul 25
AnalystConsensusTarget's Fair Value
SEK 510.00
17.0% undervalued intrinsic discount
04 Sep
SEK 423.20
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1Y
-26.1%
7D
-2.9%

Author's Valuation

SEK 510

17.0% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on24 Jul 25
Fair value Increased 10%

Catena's price target was raised to SEK508.00, reflecting stronger profitability from a higher net profit margin and improved value with a lower future P/E multiple. What's in the News Catena agreed to acquire a logistics property in Jönköping, Sweden for SEK 1,275 million, expanding management to over 200,000 m² in the Torsvik industrial area, fully leased to Elgiganten until 2033, with expected net operating income of SEK 80 million.

Shared on01 May 25
Fair value Decreased 6.16%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 7.96%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Increased 5.20%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 6.06%

Shared on02 Apr 25
Fair value Increased 6.98%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on13 Mar 25
Fair value Decreased 13%

AnalystConsensusTarget has decreased revenue growth from 19.1% to 12.4%, decreased profit margin from 45.1% to 40.5%, increased future PE multiple from 32.3x to 37.9x and increased discount rate from 7.2% to 8.1%.