{"id":200903,"date":"2026-03-26T07:01:11","date_gmt":"2026-03-26T07:01:11","guid":{"rendered":"https:\/\/www.europesays.com\/se\/200903\/"},"modified":"2026-03-26T07:01:11","modified_gmt":"2026-03-26T07:01:11","slug":"sb1-inleder-bevakning-av-ett-flertal-svenska-fastighetsbolag","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/se\/200903\/","title":{"rendered":"SB1 inleder bevakning av ett flertal svenska fastighetsbolag"},"content":{"rendered":"

SB1 Markets har tidigare under veckan gjort en genomg\u00e5ng av fastighetssektorn och inlett bevakning av nio svenska bolag. Totalt \u00e4r den nordiska bevakningen inom fastigheter d\u00e4rmed uppe i 33 bolag, varav 22 \u00e4r k\u00f6p och 11 neutrala. Ingen aktie har en s\u00e4ljrekommendation.\n <\/p>\n

”Detta \u00e5terspeglar v\u00e5r positiva sektorsyn, med st\u00f6d av l\u00e5ga v\u00e4rderingar”, skriver SB1.\n <\/p>\n

Toppvalen i sektorn \u00e4r Balder, NP3 och Sagax. Inom lite mindre fastighetsbolag f\u00f6redras Intea, Logistea och SLP.\n <\/p>\n

”Vi har en positiv sektorsyn och vi har inga s\u00e4ljrekommendationer, eftersom 1) mycket av det negativa verkar vara inprisat, vilket \u00e5terspeglas i sektorv\u00e4rderingar som har fallit till niv\u00e5er som historiskt sett bara setts under kristider; och 2) det begr\u00e4nsade antalet f\u00f6retag d\u00e4r vi ser betydande balansr\u00e4kningsrisker som inte redan \u00e5terspeglas i djup NAV-rabatt. Vi har en f\u00f6rsiktig inst\u00e4llning till bostadssegmentet och kontorsmarknaden i Stockholm, segment d\u00e4r vi f\u00f6rblir selektiva och forts\u00e4tter att ha en \u00f6vervikt av neutrala rekommendationer”, framg\u00e5r det av analysen.\n <\/p>\n

Listan nedan visar bolagen d\u00e4r SB1 inlett bevakning.\n <\/p>\n\n\n

Bolag<\/p>\n<\/td>\n\n

Rekommendation<\/p>\n<\/td>\n\n

Riktkurs, kronor<\/p>\n<\/td>\n<\/tr>\n\n\n

Brinova<\/p>\n<\/td>\n\n

Neutral<\/p>\n<\/td>\n\n

314<\/p>\n<\/td>\n<\/tr>\n\n\n

Corem<\/p>\n<\/td>\n\n

Neutral<\/p>\n<\/td>\n\n

3,7<\/p>\n<\/td>\n<\/tr>\n\n\n

Fastpartner<\/p>\n<\/td>\n\n

K\u00f6p<\/p>\n<\/td>\n\n

50<\/p>\n<\/td>\n<\/tr>\n\n\n

Klarabo<\/p>\n<\/td>\n\n

K\u00f6p<\/p>\n<\/td>\n\n

17<\/p>\n<\/td>\n<\/tr>\n\n\n

Logistri<\/p>\n<\/td>\n\n

K\u00f6p<\/p>\n<\/td>\n\n

18<\/p>\n<\/td>\n<\/tr>\n\n\n

Intea<\/p>\n<\/td>\n\n

K\u00f6p<\/p>\n<\/td>\n\n

85<\/p>\n<\/td>\n<\/tr>\n\n\n

Studentbost\u00e4der<\/p>\n<\/td>\n\n

Neutral<\/p>\n<\/td>\n\n

1,7<\/p>\n<\/td>\n<\/tr>\n\n\n

Sveafastigheter<\/p>\n<\/td>\n\n

Neutral<\/p>\n<\/td>\n\n

38<\/p>\n<\/td>\n<\/tr>\n\n\n

Trianon<\/p>\n<\/td>\n\n

Neutral<\/p>\n<\/td>\n\n

19<\/p>\n<\/td>\n<\/tr>\n

Stefan Linn\u00e9r
\n

\n stefan.linner@finwire.se
\n

\n Nyhetsbyr\u00e5n Finwire<\/p>\n","protected":false},"excerpt":{"rendered":"SB1 Markets har tidigare under veckan gjort en genomg\u00e5ng av fastighetssektorn och inlett bevakning av nio svenska bolag.…\n","protected":false},"author":2,"featured_media":164641,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[65],"tags":[1296,16639,72,12462,12461,12460,12459,70,71,11373,16667,7000,6999,14325,6413,13845,16669,16664,16663,16666,16665,16668,16670,34,16662,11519,31,33,32,30,11375,14177],"class_list":["post-200903","post","type-post","status-publish","format-standard","has-post-thumbnail","category-ekonomi","tag-balder","tag-brinova-fastigheter","tag-business","tag-corem-property-group","tag-corem-property-group-a","tag-corem-property-group-b","tag-corem-property-group-pref","tag-economy","tag-ekonomi","tag-fastpartner","tag-fastpartner-d","tag-intea-fastigheter-b","tag-intea-fastigheter-d","tag-klarabo","tag-logistea","tag-logistea-a","tag-logistri-a","tag-logistri-b","tag-np3-fastigheter","tag-np3-fastigheter-pref","tag-sagax","tag-sagax-a","tag-sagax-b","tag-se","tag-studentbostader-i-norden","tag-sveafastigheter","tag-svenska","tag-sverige","tag-sweden","tag-swedish","tag-swedish-logistic-property","tag-trianon"],"share_on_mastodon":{"url":"","error":"Validation failed: Text character limit of 500 exceeded"},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/200903","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=200903"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/200903\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media\/164641"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media?parent=200903"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/categories?post=200903"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/tags?post=200903"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}