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    Peter Sehested

    Research Analyst at ABG

    Peter Sehested is an Equity Research Analyst at ABG Sundal Collier, specializing in the coverage of Nordic small and mid-cap companies, particularly within the technology and industrials sectors. He covers notable firms such as Netcompany, Boozt, Nilfisk, and Asetek, and is recognized for his track record of actionable stock recommendations, with success rates and analyst rankings consistently placing him among the better-performing analysts in the Nordic market. With a career that began in equity analysis in the early 2010s, Sehested joined ABG in 2018 after serving as an equity analyst at Nordea Markets, and previously held roles at Carnegie Investment Bank and Sydbank. He holds a Master’s degree in Economics from Aarhus University and maintains relevant financial certifications, contributing to his reputation for detailed company analysis and investor credibility.

    Peter Sehested's questions to RCWLY leadership

    Peter Sehested's questions to RCWLY leadership • Q4 2024

    Question

    Followed up on the Russian market's current state and future risk, questioned the low-single-digit guidance given the positive components mentioned, and asked if the strong start in the U.S. was better than assumed in the forecast.

    Answer

    The company has almost zero visibility into the Russian market due to its passive ownership. The guidance accounts for negative factors, such as declines in Russia and Eastern Europe, which offset growth elsewhere. The strong start in the U.S. is already factored into the guidance.

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    Peter Sehested's questions to RCWLY leadership • Q3 2024

    Question

    Questioned the low implied Q4 growth from the guidance, whether country managers are more incentivized on price for 2025, and if highlighting CapEx in the announcement is a tactic to justify price increases.

    Answer

    The low implied Q4 growth reflects caution about the unpredictable December month; a small growth is still considered reasonable. The incentive models for country managers are unchanged, although there is a strong internal focus on pricing. There is no link between highlighting future CapEx and the current strategy for price increases.

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