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    Fredric Cyon • Carnegie Investment Bank AB

    Fredric Cyon is a Senior Equity Analyst at Carnegie Investment Bank AB, specializing in research coverage of Nordic real estate and construction companies such as Pandox AB and Fastighets AB Balder. He is recognized for his in-depth insights on sector trends, frequently leading company analyst discussions for major listed property firms, and contributing to public earnings call transcripts, although no publicly verifiable third-party rankings or return metrics are available. Cyon’s career at Carnegie Investment Bank AB spans at least from 2018 to the present, and he is regularly listed among the primary analysts covering high-profile companies such as Skanska. While specific FINRA registrations or securities licenses are not documented in public sources, his role at a major Nordic investment bank demonstrates a strong level of professional expertise and regulatory compliance within the European financial sector.

    Fredric Cyon's questions to BALD-B.ST leadership

    Fredric Cyon's questions to BALD-B.ST leadership • Q3 2024

    Question

    Fredric Cyon asked for quantification of potential "material investments," how this aligns with S&P's negative outlook, the outlook for the cost of debt by year-end 2025, and the current view on the Finnish residential market's occupancy recovery.

    Answer

    Erik Selin (executive) responded that the company will not risk its financial metrics for S&P and that stabilizing property values will create a strong tailwind for investment without compromising credit metrics. Jonas Erikson (executive) agreed that a cost of debt around 2.8% by year-end 2025 sounded "about right," expecting it to peak now and decline in 2025. Regarding Finland, Erik Selin noted that vacancy is slightly down and like-for-like rent is improving monthly, making the outlook more promising.

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    Fredric Cyon's questions to Fastighets AB Balder (FSTGY) leadership

    Fredric Cyon's questions to Fastighets AB Balder (FSTGY) leadership • Q3 2024

    Question

    Asked to quantify potential investments, their alignment with S&P's outlook, the current state of property value stabilization, the future cost of debt, and the outlook for the Finnish residential market.

    Answer

    The company will not risk its financial metrics for S&P. They believe property values have stabilized, which will create a strong tailwind for investments. A cost of debt around 2.8% by year-end 2025 is a reasonable estimate, with the current 3.0% being a peak. The Finnish residential market is slowly improving, with lower vacancy and better like-for-like rental growth.

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