Taaleri

Taaleri’s Q3 did not contain any major surprises. The stock is historically cheap, but a valuation correction requires progress in exits and raising capital.

Taaleri's third-quarter operational figures were well in line with our estimates, and at first glance, the report did not offer any significant surprises.

Earnings will play a secondary role in the report as the focus is on strategy execution, which is a key driver for correcting the share's historically low valuation.

Taaleri is making progress in its expansion into private credit, and we expect the company to begin fundraising for the new strategy during the rest of the year.