Serial acquirers Q2 2024: Comparing ROIC on an apples-to-apples basis
Theme Report
2024-09-02
07:00
Redeye provides its Q2 2024 sector update for Swedish serial acquirers. We discuss recent news flow for the companies we cover and how we have, thus far, turned out laughably wrong in our remarks about stretched valuations for the sector in our previous update. We give an honest try to compare ROIC and ROE on an apples-to-apples basis for the companies in our serial acquirers index. Lastly, we go back to one of the origins of Swedish serial acquirers, which, believe it or not, is Electrolux.
Christian Binder
Niklas Sävås
Disclosures and disclaimers