Added to YB: 2026-04-20
Pitch date: 2026-04-16
AGROUP.ST [bullish]
Arlandastad Group AB (publ)
-0.47%
current return
Author Info
Central Tendency shares brief write-ups on typically overlooked stocks (special situations, small/microcaps, international, etc.) and financial concepts. Sign up for the newsletter.
Company Info
Arlandastad Group AB (publ), together with its subsidiaries, operates as a real estate development company in Sweden.
Market Cap
SEK 2.6B
Pitch Price
SEK 42.50
Price Target
103.40
Dividend
3.74%
EV/EBITDA
61.85
P/E
20.72
EV/Sales
12.09
Sector
Real Estate Management and Development
Category
value
On Arlandastad's ($AGROUP.ST) Accelerated Development Pace
AGROUP.ST: Swedish airport city developer w/ SEK45-50bn portfolio. Trades 45-55% below NAV. Arlandastad building rights book SEK3.2k/sqm vs SEK5k+ recent sales; Skavsta book SEK314/sqm vs SEK1k. Shifted to 8.7% div yield target, signals accelerated asset sales to unlock value. FY25 sold 300-400k sqm vs 15k historical avg. Founder Taube (43% owner) buying shares, calls stock 'extremely undervalued'.
Read full article (13 min)