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Stockmann: Structural change is the star of the show
We still see potential in Stockmann’s stock, supported by the structural arrangement that is likely to progress next year. Divesting of department stores is presumably ahead, which is positive for the stock. Analyst Rauli Juva comments on an interview.
Content:
00:00 Intro
00:14 Company description and business model
02:21 Strategic options and changing name to Lindex
04:25 Market and competition
06:18 Stockmann’s market position
08:44 Value drivers and risks
10:42 Strategy
12:55 Corporate restructuring program
15:43 Financial position
16:55 Estimates and valuation