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Retail Swedish Investing Ideas
RVRC Holding
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
The Upcoming Alpine Collection And New Market Entries Will Expand Customer Base
Key Takeaways Expansion into markets like Australia and New Zealand is set to boost revenue by broadening the international customer base. The company's direct-to-consumer model sustains high margins, supporting growth in product lines and geographical reach.
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SEK 59.50
FV
22.5% undervalued
intrinsic discount
12.83%
Revenue growth p.a.
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0
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10
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4 days ago
author updated this narrative
Meko
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Warehouse Automation And Efficiency Initiatives Will Strengthen Operations In Scandinavia
Key Takeaways Efficiency improvements and automated warehouses in Scandinavia are expected to boost service levels, optimize inventory, and increase sales and profitability. Strategic moves like integration of Elit Polska and board strengthening indicate focus on market expansion and governance, aiming for enhanced financial performance.
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SEK 143.00
FV
36.2% undervalued
intrinsic discount
1.69%
Revenue growth p.a.
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0
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2
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4 days ago
author updated this narrative
Synsam
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
EyeView Rollout To Reduce Waiting Times And Costs By 2025
Key Takeaways Synsam's subscription model and store expansion in new regions can drive growth, improve revenues, and enhance customer retention. Investments in technology and store upgrades aim to reduce costs and enhance customer experience, potentially boosting profitability and earnings.
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SEK 66.33
FV
15.7% undervalued
intrinsic discount
6.99%
Revenue growth p.a.
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0
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9
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4 days ago
author updated this narrative
Haypp Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
FDA Approvals And Warehouse Automation Will Improve Future Prospects
Key Takeaways Enhanced regulatory outcomes and product offerings in the U.S. market are poised to increase Haypp's revenue and market share. Operational efficiencies and supply chain improvements could significantly boost Haypp's margins and profitability.
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SEK 146.67
FV
4.6% overvalued
intrinsic discount
16.21%
Revenue growth p.a.
Set Fair Value
0
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0
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2
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4 days ago
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Rusta
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Upcoming Store Expansion And Supply Chain Investments Will Increase Future Market Reach
Key Takeaways Expansion into new markets, including Germany, and a store format update are positioned to drive revenue growth and improve net margins. Strong self-financed growth strategy and supply chain investments enhance financial stability, gross margins, and overall earnings.
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SEK 83.33
FV
6.2% undervalued
intrinsic discount
9.57%
Revenue growth p.a.
Set Fair Value
0
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0
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5
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4 days ago
author updated this narrative
Boozt
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Expanding European Reach And AI Adoption Will Drive Success
Key Takeaways Geographic expansion and strategic multi-category diversification on Boozt.com and Booztlet suggest potential long-term revenue growth and market resilience. Efficiency improvements through AI and cost reduction strategies are expected to enhance profitability and support margin expansion.
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SEK 91.67
FV
1.9% undervalued
intrinsic discount
6.38%
Revenue growth p.a.
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0
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0
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0
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4 days ago
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Clas Ohlson
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Shift To Multi-Niche Retailing And Husqvarna Partnerships Will Strengthen Future Prospects
Key Takeaways Transitioning to a multi-niche retailer differentiates Clas Ohlson in various market segments, driving sales growth and improving margins. Emphasis on profitable online sales and store expansions supports sustained growth, with strategic partnerships enhancing revenue through a diversified product range.
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SEK 335.00
FV
2.2% undervalued
intrinsic discount
4.54%
Revenue growth p.a.
Set Fair Value
0
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0
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5
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4 days ago
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RugVista Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Solid Simplicity Campaign And Efficient Operations Will Drive Future Success
Key Takeaways Strong growth potential is demonstrated by record net revenue and a rise in new customers and orders, indicating effective customer acquisition strategies. Operational improvements via better shipping cost efficiency, and an upgraded office and warehouse, aim to enhance gross and net margins.
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SEK 71.67
FV
2.0% undervalued
intrinsic discount
7.60%
Revenue growth p.a.
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0
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0
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0
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4 days ago
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Byggmax Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Improved E-Commerce Logistics And Modular Houses Will Drive Success
Key Takeaways Strong financial position and optimized strategies enhance profitability and provide room for strategic growth initiatives to bolster future earnings. Operational efficiencies and expanded product offerings drive potential revenue growth and improved net margins, positioning Byggmax well for future market opportunities.
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SEK 57.50
FV
6.6% overvalued
intrinsic discount
4.51%
Revenue growth p.a.
Set Fair Value
0
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0
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3
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4 days ago
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