Chloe Lemarie, an analyst from Jefferies, maintained the Buy rating on CSG B.V.. The associated price target remains the same with €35.00.
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Chloe Lemarie has given his Buy rating due to a combination of factors, notably her view that the short seller’s allegations do not materially alter the fundamental value case for CSG. She acknowledges the concerns raised around capacity claims, the minority put option, and political or contract risks, but considers these either overstated or already adequately reflected in her existing assumptions and valuation framework.
She points out that CSG’s rebuttal highlights factual issues and biased readings in the short report, which, in her view, limits its impact on the long‑term investment thesis. Accordingly, she maintains her fair value estimate of €35 per share, implying sufficient upside from current trading levels to justify a continued Buy recommendation despite the heightened noise.