Jag noterade att Redeye nyss släppte en uppdaterad analys av Hexatronic :
Both the European Commission and the Swedish Government have recently updated and increased their goals for internet connectivity. In total, EU estimates an investment need of EUR 500bn in broadband infrastructure to reach their goals. In our view, the market outlook for Hexatronic is thus further strengthened.
We raise our long-term growth assumptions, which generates a new estimated Fair Value of 53 (40) SEK per share. Our Bear- and Bull-case are also heightened. Hexatronic still trades at almost half the valuation multiples of its international peers.