Added to YB: 2026-08-21
Pitch date: 2026-08-18
LOGI-B.ST [neutral]
Logistea AB (publ)
+1.51%
current return
Author Info
No bio for this author
Company Info
Logistea AB (publ) engages in the real estate business in Sweden, Norway, Denmark, the Netherlands, Germany, Finland, Belgium, and Poland.
Market Cap
SEK 6.8B
Pitch Price
SEK 13.24
Price Target
N/A
Dividend
1.50%
EV/EBITDA
16.04
P/E
8.31
EV/Sales
13.31
Sector
Real Estate Management and Development
Category
value
Real Assets, Real Value | Performance Review: H1 2026 - Logistea AB
LOGI-B.ST (holding update): Swedish logistics PropCo, -7% total return since June 2025 writeup at SEK 14.50 (now SEK 13.32); cost basis ~SEK 7. Thesis intact: ~20% PFPM/share growth via accretive M&A, high occupancy, simplified share structure. Now 7.7% cap rate/10% PFPM yield, 160bps cheaper than peers. Considering adding.
Read full article (2 min)