Alfa Laval AB

Alfa-Laval AB is a supplier of products and solutions in the technologies of heat transfer, separation and fluid handling. Co.'s equipment is used to heat, cool, separate and transport products in industries that produce food, beverages, fuel, chemicals, pharmaceuticals, starch, sugar and ethanol. They are also used aboard vessels, in power plants, in the engineering industry, for treating sludge and wastewater, for heating and cooling, and others. Co.'s products include: air heat exchangers, plate heat exchangers, shell-and-tube heat exchangers, thermal fluid systems, boilers, decanters, belt filter presses, high-speed separators, membrane filtration, pumps and valves, and tank equipment.
  • TickerALFA
  • ISINSE0000695876
  • ExchangeNasdaq Nordic Stockholm
  • SectorIndustrial Engineering
  • CountrySweden
Karl Bokvist ...
  • Olof Cederholm

Alfa Laval - Heads-up for report 22 October

Alfa Laval will report Q3 on Thursday 22 October, at 07:30 CET. A conference call will follow at 10:00, web-link: /registration/2183237

Karl Bokvist ...
  • Olof Cederholm

Alfa Laval - Neles: Alfa is not backing down

Lowers acceptance level from >2/3 to >50% Puts pressure on Valmet to submit a formal bid Small positive for Alfa

Karl Bokvist ...
  • Laurits Kjærgaard
  • Olof Cederholm

Powerpoint Sector Report - The Capital Goods Data Miner - October 2020

Global PMIs continued higher in September, reaching 54, which supports our view that demand will gradually normalise in Q4. Automotive is good, while high metal prices should support demand for mining equipment. This helps to offset weakness in oil & gas, marine, aerospace. Demand from general manufacturing should improve in line with the improvement in PMIs seen in recent months. Valuation levels are on average relatively high, and 2021 earnings are expected to be back close to 2019 levels. With the global PMI rising, we prefer more cyclical names trading at lower multiples, especially those...

Karl Bokvist ...
  • Olof Cederholm

Sector Report - Steady improvement towards normalisation

Q3’20 report due on 23 October Maintain HOLD, SEK 240 (225) target price

Karl Bokvist ...
  • Olof Cederholm

Alfa Laval - Demand remains challenging, Neles in focus

Q3 report on Thursday, 22 October, 07:30 CET Change of analyst, marginal revisions to estimates Neles uncertainty clouds sentiment; we keep HOLD

Alfa Laval AB: 1 director maiden bought

A director at Alfa Laval AB maiden bought 2,000 shares at 174.280SEK and the significance rating of the trade was 69/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names ...

Karl Bokvist ...
  • Olof Cederholm

Alfa Laval - Heads-up for report 22 October

Alfa Laval will report Q3 on Thursday 22 October, at 07:30 CET. A conference call will follow at 10:00, web-link: /registration/2183237

Karl Bokvist ...
  • Olof Cederholm

Alfa Laval - Neles: Alfa is not backing down

Lowers acceptance level from >2/3 to >50% Puts pressure on Valmet to submit a formal bid Small positive for Alfa

Karl Bokvist ...
  • Laurits Kjærgaard
  • Olof Cederholm

Powerpoint Sector Report - The Capital Goods Data Miner - October 2020

Global PMIs continued higher in September, reaching 54, which supports our view that demand will gradually normalise in Q4. Automotive is good, while high metal prices should support demand for mining equipment. This helps to offset weakness in oil & gas, marine, aerospace. Demand from general manufacturing should improve in line with the improvement in PMIs seen in recent months. Valuation levels are on average relatively high, and 2021 earnings are expected to be back close to 2019 levels. With the global PMI rising, we prefer more cyclical names trading at lower multiples, especially those...

Karl Bokvist ...
  • Olof Cederholm

Sector Report - Steady improvement towards normalisation

Q3’20 report due on 23 October Maintain HOLD, SEK 240 (225) target price

Karl Bokvist ...
  • Olof Cederholm

Alfa Laval - Demand remains challenging, Neles in focus

Q3 report on Thursday, 22 October, 07:30 CET Change of analyst, marginal revisions to estimates Neles uncertainty clouds sentiment; we keep HOLD

Expert Corporate Governance Service (ECGS)

Alfa Laval – AGM 23 April 2020

In general, Alfa Laval is in compliance with the Swedish regulations relating to the organisation and procedures of the Annual General Meeting.   Under ITEM 14, the nomination committee seeks approval of the (re-)election of the board of directors and the statutory auditor. Although ECGS has no concerns over the (re-)election of the auditor, it does not approve the (proposed) composition of the board of directors in view of concerns over aggregate time commitments of no less than three directors. Accordingly, ECGS recommends to vote OPPOSE.   Under ITEM 15, the board of directors seeks app...

Expert Corporate Governance Service (ECGS)

Alfa Laval - AGM 24 April 2019

In general, Alfa Laval is in compliance with the Swedish regulations relating to the organisation and procedures of the Annual General Meeting. Under ITEM 14, the nomination committee seeks approval of the (re-)election of the board of directors and the statutory auditor. Although ECGS has no concerns over the (re-)election of the auditor, it does not approve of the (proposed) composition of the board of directors, in view of concerns over aggregate time commitments of no less than 4 directors. Accordingly, ECGS recommends to vote OPPOSE. Under ITEM 15, the board of directors seeks approval ...

Alfa Laval – Proxinvest Corporate Governance Rating ® : C

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

Jimi Lehtonen ...
  • Martin Arnell
  • Mattias Holmberg
  • Ole-Andreas Krohn
  • Olof Larshammar
  • Viktor Trollsten

Northern Lights

Christoffer Wang Bjørnsen ...
  • Håkon Astrup
  • Jon Masdal
  • Martin Hoang Nguyen
  • Mattias Holmberg
  • Nicolas McBeath
  • Niklas Wetterling
  • Ole-Andreas Krohn
  • Simen Mortensen

Northern Lights

Mattias Holmberg ...
  • Ole-Andreas Krohn
  • Olof Larshammar
  • Simen Mortensen
  • Viktor Trollsten

Northern Lights

Alexander Aukner ...
  • Christoffer Wang Bjørnsen
  • Jesper Ingildsen
  • Jimi Lehtonen
  • Joachim Gunell
  • Mattias Holmberg
  • Niclas Gehin
  • Nicolas McBeath
  • Niklas Wetterling
  • Ole Martin Westgaard
  • Ole-Andreas Krohn
  • Olof Larshammar
  • Patrik Ling
  • Rune Majlund Dahl
  • Simen Mortensen
  • Tomi Railo

Northern Lights

Christer Magnergård ...
  • Christoffer Wang Bjørnsen
  • Jesper Ingildsen
  • Jon Masdal
  • Martin Arnell
  • Martin Hoang Nguyen
  • Mattias Holmberg
  • Ole Martin Westgaard
  • Ole-Andreas Krohn
  • Olof Larshammar
  • Rune Majlund Dahl
  • Tomi Railo

Northern Lights

With a more favourable environment, ALFA LAVAL AB improves to Slightly Positive

ALFA LAVAL AB (SE), a company active in the Industrial Machinery industry, is favoured by a more supportive environment. The independent financial analyst theScreener has confirmed the fundamental rating of the title, which shows 4 out of 4 stars, as well as its unchanged, moderately risky market behaviour. The title leverages a more favourable environment and raises its general evaluation to Slightly Positive. As of the analysis date June 26, 2020, the closing price was SEK 204.10 and its potential was estimated at SEK 229.15.

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