Gjermund Br\u00e5ten, aktiem\u00e4klare p\u00e5 DNB Carnegie, ser k\u00f6pl\u00e4ge i flera svenska bolag inf\u00f6r 2026. Bland annat lyfter han fram svenska riskkapitalj\u00e4tten EQT.<\/p>\n
Han ser deras kapitalanskaffning som s\u00e4rskilt stark.<\/p>\n
\u2013 EQT samlar nu in omkring 100 miljarder euro, och den f\u00f6rsta fonden \u00e4r redan ungef\u00e4r 80 procent fulltecknad. 2026 v\u00e4ntas nya flaggskeppsfonder p\u00e5 totalt 50 miljarder euro, s\u00e4ger Gjermund Br\u00e5ten till Finansavisen.<\/p>\n
Under de kommande \u00e5ren har f\u00f6retaget dessutom \u00f6ver 9 miljarder euro i potentiella avgiftsrelaterade int\u00e4kter.<\/p>\n
\u2013\u00a0Vi f\u00f6rv\u00e4ntar oss 36 procents tillv\u00e4xt i avgiftsrelaterade int\u00e4kter och 72 procent h\u00f6gre EBITDA fr\u00e5n 2025 till 2027, f\u00f6rklarar han.<\/p>\n
\u2013 Aktien handlas till 15 g\u00e5nger vinsten 2027, 40 procent under genomsnittet f\u00f6r liknande f\u00f6retag.<\/p>\n
Ser k\u00f6pl\u00e4ge i Balder<\/p>\n
Han ser ocks\u00e5 k\u00f6pl\u00e4ge i Balder, som v\u00e4rderas till 13 g\u00e5nger vinsten 2026. Sektorsnittet ligger p\u00e5 17 g\u00e5nger.<\/p>\n
\u2013 Bolaget st\u00e5r inf\u00f6r en ny tillv\u00e4xtfas, drivet av en aktiv f\u00f6rv\u00e4rvstakt, en b\u00e4ttre transaktionsmarknad och stabiliserande finansieringskostnader, s\u00e4ger Gjermund Br\u00e5ten.<\/p>\n
Balder har redan k\u00f6pt fastigheter f\u00f6r 6,8 miljarder kronor i \u00e5r och f\u00f6rv\u00e4ntas \u00f6ka kassaint\u00e4kten per aktie med 8 procent n\u00e4sta \u00e5r \u2013 delvis genom f\u00f6rv\u00e4rv.<\/p>\n
\u2013 VD:n har ocks\u00e5 uttalat att vid nuvarande rabatt mot NAV kan \u00e5terk\u00f6p av egna aktier bli aktuellt, till\u00e4gger Br\u00e5ten.<\/p>\n","protected":false},"excerpt":{"rendered":"Gjermund Br\u00e5ten, aktiem\u00e4klare p\u00e5 DNB Carnegie, ser k\u00f6pl\u00e4ge i flera svenska bolag inf\u00f6r 2026. Bland annat lyfter han…\n","protected":false},"author":2,"featured_media":111971,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[65],"tags":[72,70,71,34,31,33,32,30],"class_list":{"0":"post-111970","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-ekonomi","8":"tag-business","9":"tag-economy","10":"tag-ekonomi","11":"tag-se","12":"tag-svenska","13":"tag-sverige","14":"tag-sweden","15":"tag-swedish"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@se\/115751839626784717","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/111970","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/comments?post=111970"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/111970\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media\/111971"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media?parent=111970"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/categories?post=111970"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/tags?post=111970"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}