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Axis vs Net Entertainment

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I borjan av juni ansag jag att det var dags for Axis och Net Entertainment att byta pris per aktie med varandra.

Axis VPA ar ung halften utav Netent, medan kursen lag 30% hogre.

Idag sag vi steg 1 falla pa plats. Axis nedvarderades kraftig efter den skrala Q2 vinsten. Net Ent tjanade ung lika mycket endast under Q1 som Axis tjanat under Q1+Q2. Dessutom ar trenden kraftigt stigande pa Netent. Anda varderas Nettan lagre an Axis. Nettan ar dessutom skuldfria.

Efter nettan rapport kommer rollerna (pris per aktie) vara ombytta. Sanna mina ord.

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