Penser Access by Carnegie: Ependion: Analyst Presentation - See through potential challenges in Q2, structural trends are intact
Equity analyst Markus Almerud follows up on Ependion after Q1 and the correction in the share. He discusses the investment case, the short-term trends, why any short-term challenges are temporary and why focus should be on the structural trends. Finally he discusses the drivers of the electricity market - electricty infrastructure is one of Ependion's key revenue drivers.
Find the presentation on Penser Play: https://youtu.be/KP8-W37L7Dw
This is a commissioned research from Carnegie Investment Bank. Read more here: Penser Access & Future by Carnegie - Carnegie