ABG har mod betaling udarbejdet denne analyse af Össur:
Feedback from ABGSC Investor Day
- Limited direct Russia/Ukraine exposure
- Continued progress to long-term growth drivers
- Underlying market fundamentals remain strong
Covid assumptions for FY’22 seemingly on track
Today, ABGSC hosted the Össur CFO (to be CEO) Sveinn Sölvason at our investor day seminar. During the presentation, the CFO confirmed that the company see little direct exposure to the ongoing Russia/Ukraine conflict. Össur’s main exposure lies in a handful employees in Ukraine, whom they are aiming to help as well as possible, and little sales in Russia (which is currently on hold). The CFO furthermore confirmed that the indirect supply chain challenges this might cause, currently looks manageable. Lastly, we learned that the COVID implications, seen so far in FY’22, fairly resembles what the company was expecting when providing FY’22 guidance.
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