Stenhus Fastigheter i Norden

* EC IFPM p.s. +7% q-o-q * Renewed mandate for 10% SBBs * 2026e P/CEPS 10x vs. coverage average of 15x Q1 beat on stronger top line Stenhus delivered Q1 results with rec. PTP 14% ahead of our forecast and 9% ahead of Infront consensus, driven by a stronger...

* NOI 5% y-o-y, +3.4% vs ABGSCe, +1.3% vs cons. * Value changes of +0.25% vs ABGSCe of +0.51% * Share to outperform the sector slightly today Rec. PTP +13.6% vs ABGSCe, +9.4% vs cons Stenhus delivered Q1 results with rental income of SEK 263m (+2.8% ...