Redeye raises the fair value range of Smart Eye on the back of the big Interior Sensing opportunity and regulatory tailwind in the US. While we continue to view Interior Sensing mostly as optionality, we still sense a lot of potential interior value in it.
We raise our long-term ASP assumptions based on the major Interior Sensing potential.
Our base case jumps to SEK 322 per share (270). Our new bear and bull case amounts to
SEK 143 (126) and 376 (337). The first half of 2021 has been silent from a news flow
perspective, but we expect the pace to pick up in H2.
Lähde: Finwire News