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Disclosed prices for new Mobility packages: SWE up 20–65%
Mobile.de IPO speculated mid-’26 at EUR 10bn (NOK 73/Vend share
"New" today: Volumes still soft, Q3 EBITDA down 2.5%. "Old": We still argue cons cost estm for Q3 is too high.
FiNN Real Estate '26 prices to lift sales +15 yoy. Price hikes match est.; upside if package upgrade
EBITDA +13% vs cons on better sales and lower opex. Pos outlook: ARPA momentum, lower cost and confident in targets
Outlook comments reiterated - cost could surprise. Volumes: Mobility soft, Real Estate promising
Delivering as promised - up to NOK 5.5bn back to shareholders
Adevinta refinancing confirmed – unlocks NOK 17/share for Vend
Q3: low-quality beat, guidance cut, weaker FCF Core segments softer Near-term repricing unlikely, but big underlying value
EBITDA of NOK 655m, +4% vs cons Low quality beat: mainly FS&V and group/HQ Guidance cut, but limited est chgs – cons already lower
Q3e: FINN Jobs weaker, News Media not better Low stub valuation, but no relief with a report below cons. Waiting game until assets are divested
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