Det burde være dårligt for den den rene elgrossisten Solar A/S (Solar NL en undtagelse). Bravida, Instalco og InstallatørGruppen foretrækker sandsynligvis one-stop-shops.
Bemærk også at opkøben er til P/S-tall, som indikerer at A&O Johansen burde vurderes til 200+ DKK (idag 90 DKK) hvis nogen vil købe AO. Og tro mig, det vil nogen helt sikkert ;)
"We have been seeking significant acquisition opportunities for years, especially in technical trade in the Nordic region, where attractive targets are very rarely available."
https://www.kesko.fi/en/media/news-and-releases/stock-exchange-releases/2026/inside-information-kesko-to-strengthen-its-technical-trade-by-acquiring-dahls-operations-in-sweden-norway-and-denmark/
https://ao.dk/globalassets/download/regnskabsdata/2026/joint-launch-announcement----danish.pdf
Bemærk også at opkøben er til P/S-tall, som indikerer at A&O Johansen burde vurderes til 200+ DKK (idag 90 DKK) hvis nogen vil købe AO. Og tro mig, det vil nogen helt sikkert ;)
"We have been seeking significant acquisition opportunities for years, especially in technical trade in the Nordic region, where attractive targets are very rarely available."
https://www.kesko.fi/en/media/news-and-releases/stock-exchange-releases/2026/inside-information-kesko-to-strengthen-its-technical-trade-by-acquiring-dahls-operations-in-sweden-norway-and-denmark/
https://ao.dk/globalassets/download/regnskabsdata/2026/joint-launch-announcement----danish.pdf
