CASE: WESC

Det svenske tøjmærke WESC har har været årets nordiske small cap kursraket med en performance i 2020 på 96%, men der er mulighed for, at den kan fortsætte.

Investeringscasen:

• WESC har vist fremgang på odresiden og har reduceret omkostningerne. Med en markedsværdi på SEK 51 mio., 10% omsætningsvækst i sidste kvartal til SEK 28 mio., 10% vækst i bruttomarginalen i sidste kvartal og 17% ordrevækst i seneste kollektion, er der basis for en højere markedsværdi og kurs.
• WESC besluttede i november 2019 at lukke sone concept stores i Stockholm og New York med en en resultateffekt på SEK 9 mio.
• Der er en god omsætningen i aktien og selvom der er taget gevinster hjem i går, er der mulighed for yderligere kursstigninger.

Om WESC (på engelsk)

WeSC publ AB, formerly We Rock AB, is a Sweden-based company active within the clothing retail industry. The Company is engaged in the design, production and retail of clothing items and related accessories. Its products portfolio is aimed at a younger audience. The Company’s product range is divided into categories such as: Collection, Denim, Graphics, Outerwear, Footwear, Swimwear, Accessories, Bags, Headphones and Kids. The Company distributes its products to more than 20 countries, mainly in Europe, North America and Asia. As of April 30, 2012, the Company had two wholly owned subsidiaries: We International AB, based in Stockholm, Sweden, and responsible for global business activities, excluding the United States, and We Superlative Conspiracy Inc, based in Los Angeles, the United States, responsible for business activities carried out in the United States. As of June 30, 2012, its largest shareholder was Nove Capital Master Fund Ltd (9.3%).S. www.wesccorp.com