Byggmästare Anders J Ahlström Holding

* Q3 NAV 2% above ABGSCe* Private valuation gains signal underlying strength* P/NAV higher, discount still above 5Y averageGreen Landscaping weighed on Q3 NAVByggmästaren’s Q3 NAVPS was SEK 305, 2% above our estimate, with the beat driven by positive...

* Byggmästaren proposes extraordinary dividend and share split* Updates dividend policy and reaffirms strategic focus* Positive signal from a capital allocation perspectiveKey highlights from Byggmästaren's announcementByggmästaren today announced several...

* Q2 NAV in line with ABGSCe* Key highlights: Safe Life transaction and buybacks* Discount still wide despite strong performanceImpressive NAV outperformanceByggmästaren’s Q2 NAVPS was SEK 319, matching our estimate and rising 8% q-o-q in total return...

Bridgepoint invests in Safe Life Implied valuation +15% vs. reported value, SEK 525m released Positive implications for Byggmästaren Byggmästaren frees up SEK 525m in Safe Life transaction amid Bridgepoint partnership Byggmästaren announced on Friday...

Q1 NAV -1% vs. ABGSCe Safe Life continues to deliver solid growth Fair value range lowered to SEK 233-383 Stock pressured by Green Landscaping and NAV discount Byggmästaren’s Q1 NAV came in at SEK 297, 1% below our estimate and down 3% q-o-q. TSR was...

Q4 NAV beat our estimate... ...driven by valuation increases in private portfolio Fair value increased to SEK 264-405 NAV outperformance in Q4 and 2024 NAVPS reached SEK 307, beating ABGSCe by 6% and up 1% q-o-q. Total shareholder return (TSR) was +1...

Minor Q3 miss but strong YTD performance Strong balance sheet, ready to act on opportunities Fair value fine-tuned to SEK 265-382 Small, negative Q3 return NAVPS came in at SEK 304, -3% vs. ABGSCe (312), and down 2% q-o-q. The total shareholder return...

Medisol, a European e-commerce specialist,... ...becomes Safe Life's 27th acquisition... ...and further strengthens its market-leading position in Europe Medisol: an e-commerce specialist in AED sales and training Safe Life is a group of companies specialising...

Small Q2 beat amid solid underlying performance In strong position to act on opportunities Fair value fine-tuned to SEK 265-387 Strong NAV and lower discount drove big Q2 outperformance NAVPS came in at SEK 309, +2% vs. ABGSCe (304), and up 3% q-o-q ...

Unique investment company that compares favourably to peers High exposure to private assets NAV discount of 11% is above peers and historical average A diversified investment company with strong track record With roots tracing back to the 19th century...