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DNB Carnegie Access: Analyspodden - Avsnitt 388 - Besqab - Bostäder, byggstarter och vägen mot 2 000 i produktion

By Modular Finance

Besqab är en bostadsutvecklare med fokus på Storstockholm och Uppsala. Men vad driver bolaget just nu, hur ska man som investerare se på projektportföljen och vad är viktigt att hålla koll på när bostadsmarknaden gradvis återhämtar sig?

I veckans avsnitt introducerar DNB Carnegies analytiker Mathias Carlson caset och går igenom Besqabs affärsmodell, marknadsläget, projektportfölj och vägen mot högre produktionsvolymer och lönsamhet.

I den andra delen träffar vi Besqabs CFO Magnus Sundell för att djupdyka i verksamheten. Vi pratar om efterfrågan i Stockholm och Uppsala, jakten på rätt lägen, kapitalbindning och vilka faktorer som blir viktigast för Besqab framåt.

Lyssna in här:
Spotify: https://open.spotify.com/episode/5MS766x7UGIqstox1RGaS8?si=o5Tmz77USPCrz2Ak1NG1vQ
Soundcloud: https://on.soundcloud.com/82DiJBRXTdX03Atd3f

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This is a press release from DNB Carnegie. For information about DNB Carnegie commissioned research, see https://access.dnbcarnegie.com/, or contact our commissioned research team at cr@carnegie.se.

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