Redeye updates on Invisio after Q2-results which saw solid topline while results were lower than expected owing to a soft gross margin driven by third party radio deliveries. We have lowered near-term forecast due to a continued muted order intake, however, we continue to see potential for stronger performance in H2. Our mid- and long-term forecasts are unchanged, as well as our fundamental valuation, and Invisio screens as Cheap on Redeye’s new proprietary value score.
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