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    Markus Henriksson • ABG Sundal Collier

    Markus Henriksson is an Equity Analyst at ABG Sundal Collier in Stockholm, specializing in real estate and property sector research with coverage of companies such as Atrium Ljungberg and Cibus Nordic Real Estate. Known for producing detailed market analyses and certified research, he regularly publishes alongside colleagues and is cited in company investor relations. Henriksson joined ABG Sundal Collier in June 2021 after holding analyst positions at Pareto Securities AB from 2018 to 2021 and Remium Nordic AB earlier in his career, consistently focusing on Swedish financial markets. While performance rankings and professional license details are not publicly listed, his ongoing certification on research publications and track record of institutional sector coverage reflect professional standards and industry recognition.

    Markus Henriksson's questions to Fastighets AB Balder (FSTGY) leadership

    Markus Henriksson's questions to Fastighets AB Balder (FSTGY) leadership • Q1 2025

    Question

    Asked for details on specific cash flow items (divested financial assets, JV dividends), the reason for high liquidity, upcoming refinancings, the competitive dynamics in the Finnish residential market with Kojamo, and the outlook for top-line growth given the recent negative FX-driven result.

    Answer

    The divested financial assets were expiring bonds/papers held as liquidity, and the dividend was from the Centur transaction. The high liquidity is maintained to match upcoming maturities, and the ratio is constant; there are no major refinancings outside of the ordinary course of business. The competition in Finland from Kojamo is likely price-driven, and it's good for Balder that Kojamo's vacancy is decreasing. The negative top-line growth was due to significant currency movements, which is a short-term effect, and they remain positive on long-term growth.

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    Markus Henriksson's questions to BALD B.ST leadership

    Markus Henriksson's questions to BALD B.ST leadership • Q1 2024

    Question

    Markus Henriksson from ABG Sundal Collier asked for details on cash flow items, including a SEK 1.5 billion divestment of financial assets and a SEK 1.1 billion dividend from JVs. He also questioned the reason for the high liquidity of SEK 24 billion, the competitive dynamics in Finland with Kojamo, and potential drivers for top-line growth.

    Answer

    Erik Selin, executive, explained the financial asset divestment was mainly expiring commercial papers held for liquidity, and the dividend was from the Centur JV. Jonas Erikson and Ewa Wassberg, executives, clarified that high liquidity is maintained relative to upcoming maturities and the ratio is stable. Regarding Finland, Erik Selin noted that while competitor Kojamo has been aggressive on pricing, their resulting lower vacancy is ultimately good for the market. He expressed optimism for long-term growth despite short-term negative currency effects.

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