Still no update on new CEO

Q1 report due on 25 April. Small positive revisions and FX tailwind, '24e EPS up 1%. Reiterate HOLD for more clarity on new leadership.

Still not winning back customers in PA

Q4 EBIT 4% below consensus. We lower '24e EBIT by 9%. TP down to SEK 28 (32), reiterate HOLD.

Better than expected in Q3

Q3 adj. EBIT 29% above consensus. We raise '24e EBIT by 15%.cTP up to SEK 32 (30), reiterate HOLD.

Inflationary pressure remains a challenge

Q3 report due on 27 October, focus on cost savings. '24e outlook for Personal Assistance (PA) behind est. revisions. Down to HOLD (Buy) on cloudy '24e outlook

Back to business

Q2 inline with expectations.We raise '24e EPS by 6%. Up to BUY (Hold) on more clarity.

IVO defeated, time to look ahead

Wins in the Administrative Court

Humana Assistans will keep its license. IVO can appeal the decision until 12 July. Clear step in the right direction, but not out of the woods yet.

Better than feared in Q1

I&F and Finland behind EBIT beat in Q1. We raise '23e EBIT by 9%, EPS up 46%. Not out of the woods, but in a better position: HOLD.

In a tough spot

Q4 report due on 4 May at 08:00 CEST. Personal assistance (PA) uncertainty behind est. cuts. Uncertainty remains high given loss of licence in PA.