A director at Castellum AB bought 7,259 shares at 110.079SEK and the significance rating of the trade was 72/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly ...
A director at Kinnevik AB bought 25,000 shares at 84.440SEK and the significance rating of the trade was 53/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly s...
We initiate coverage on Carlsberg with an Outperform recommendation and a DKK 985 TP, valuing the brewer at 12-month EV/EBITDA of 10.7x, EV/EBIT of 14.7x, and P/E of 15.8x. All three European listed brewers in our coverage universe have an attractive valuation. However, we prefer Carlsberg because of its geographical exposure – with a focus on less volatile Europe and Asia – and because of its 30% soft drink exposure, which we conclude is synergistic to beer, adds to growth, and is less debated ...
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