NENT Group (Buy, TP: SEK350.00) - Window of opportunity in 2021e
NENT is becoming more focused on streaming growth and we expect Viaplay to approach nearly 4m subs in 2022e. In late 2021, there is room for price hikes due to the new FIS Skiing rights and the growing library of Viaplay Originals. We have adjusted our forecast to reflect the Allente JV creation and have raised our target price to SEK350 (300). We maintain our BUY.
DNB Markets is the investment banking arm of DNB Bank ASA and is focused primarily on the Nordic region, as well as internationally on niches such as global shipping, energy and related services, and seafood. DNB Markets offers services in FICC, Equities and Investment Banking advisory from offices in Oslo, Stockholm, London, Singapore and New York. Equity research coverage is offered on c250 Nordic companies. DNB was ranked no.2 in Extel Nordic Research 2017. The DNB Markets’ Credit and FICC Macro & FX Research teams are repeatedly highly rated by Prospera Nordic Institutional Investor Surveys.
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