Från Nordea Equity Research:"The online cas(h)ino winner!We believe that Net Entertainment's (NetEnt) growth outlook will remain bright for some time ahead. Continued software excellence, positive regulatory trends and geographical expansion enable volume growth and operational leverage. We argue that positive long-term prospects far outweigh any short-term downside from the negative transaction effects caused by a weak EUR. With 2012E-14E EPS CAGR of 24% and 2013E P/E of 15.8x we initiate coverage with a Buy rating and SEK 90 target price."
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