Report
Investor AB - Impressive Q1 but limited upside going forward
• Q1 NAV at SEK 299 p/s, up 27% YoY and 4% above our estimate. Its listed portfolio was +12% thanks to names like SAAB and ABB. Private assets had a good start of the year with sales up 7% and a total return of 18%• We estimate today's NAV to be SEK 294 p/s, implying a discount of 11.1% vs. today's share price• Q1 was a good start of the year for Investor AB but, like we argued in our last report, we find that the share price performed ‘too good, too fast'. The average upside in the listed
Underlying
INVESTOR AB
Provider
Degroof Petercam
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