Experts Identify Promising Investment Opportunities in Swedish E-commerce Market
Investment opportunities in the Swedish e-commerce market are highlighted, focusing on Kassako and the online pharmacy sector's growth.
Key Points
- • Kassako is deemed a strong investment opportunity by fund manager Johan Thorén.
- • The online pharmacy market experienced a 17% growth in Q2 2025, with Apotea leading at nearly 10%.
- • Jan Jakobsson emphasizes rapid expansion in the e-commerce pharmacy sector amid rising consumer demand.
- • Overall market sentiment suggests cautious optimism as investors seek new opportunities.
A recent analysis has spotlighted significant investment opportunities within the Swedish e-commerce market, particularly emphasizing the e-commerce company Kassako. Fund manager Johan Thorén of Strand, during a segment of Börsmorgon, described Kassako as a compelling opportunity for investors. He also mentioned RugVista as another company with favorable growth potential amidst recent market fluctuations. The segment coincided with small movements in the stock market, where companies like Saab performed notably well.
In addition to this individual assessment, the online pharmacy sector has revealed robust growth, which adds another layer of opportunity for investors in the e-commerce realm. Sales in the online pharmacy market surged by 17% in the second quarter of 2025, with market leader Apotea achieving nearly 10% growth during the same period. E-commerce expert Jan Jakobsson from Postnord attributed this expansion to increasing consumer demand for online pharmacy services, indicating a solid competitive landscape involving players such as Apoteket, Apotea, and Meds.
The convergence of market dynamics and expert insights presents a promising landscape for investors focused on e-commerce ventures in Sweden, as the sector continues to evolve and attract interest.