Category: <span>Consumer Discretionary</span>

Copart

In this pitch deck, analysts Michael Sedigh and Ville Nordmark present an investment case for Copart, the global leader in online salvage vehicle auctions. Recent share price weakness appears driven by concerns around softer U.S. insurance volumes and the view that the salvage market is becoming more mature. The thesis supports 30.5% upside to the target share price.

Embellence Group

In this fundamental analysis report, analysts Michael Sedigh and Viktor Gautvik take a closer look at Embellence Group, a Swedish premium interior design company operating a House of Brands within wallpaper, textiles, and window films. Embellence benefits from a strong brand
portfolio, in-house production capabilities, and a growing exposure to attractive markets such as the U.S. and hospitality.