Morning Comment Sweden-06/24/2026

Research evidence excerpt

Morning Comment Sweden-06/24/2026

namo. The project carries an estimated annual rental value

of SEK 25.3m with 70% CPI indexation, while Intea's investment is

estimated at ~SEK 400m. Completion is expected in Q1 2029, supporting S&P sector performance

Intea's long-term growth through additional public-sector rental income -8.0% -6.0% -4.0% -2.0% 0.0% 2.0% 4.0%

and underscoring continued strong demand within the justice segment. Telecom 2.9%

• PRISMA - Prisma - Buy, TP SEK 30: Prisma Properties has acquired Insurance 2.3%

~21,000 sqm of land in Næstved, Denmark, for the development of Airlines 1.6%

grocery and discount retail. The company has signed two 10-year lease Pharma 1.4%

agreements covering a total of ~5,200 sqm with leading discount retailers,

Software 1.0%

while retaining additional development rights of ~1,650 sqm. Construction

is expected to commence in Q4 2026 with completion planned for Q3 Banks 0.8%

2027, supporting Prisma’s continued expansion within grocery and Utilities 0.8%

discount retail in the Nordic region. Aerospace & Defence 0.8%

• PLAZ.B - Platzer - Buy, TP SEK 87: Platzer has signed a 7y lease Oil Integrated 0.8%

agreement for ~8,000 sqm in the Tennet property in Gothenburg's Oil E&P 0.6%

Centralen district, with occupancy planned for December 2027. The Retail 0.3%

letting supports the ongoing repositioning of the property following

Oil Services -0.3%

Nordea's departure and highlights continued demand for modern office

space in one of Gothenburg's key development areas. Chemicals -0.6%

Media & Entertainment -0.6%

Gold -1.3%

Technology & Hardware -2.5%

Semiconductors -6.2%

Commodities, FX, rates and volatility

Key Items Last 5 days Latest +/- % YTD%

Brent 76.3 -0.78 -1.0 46.2

WTI 72.7 -0.51 -0.7 39.9

N. Gas (TTF) 41.8 -0.26 -0.6 48.3