Hexpol AB

Hexpol is organized in two business areas: HEXPOL Compounding and HEXPOL Engineered Products. HEXPOL Compounding is engaged as a supplier in the development and manufacture of polymer compounds. HEXPOL Compounding focuses primarily on two key segments of the polymer market: rubber compounding and thermoplastic elastomer compounding. HEXPOL Engineered Products is engaged as a supplier of products such as gaskets for plate heat exchangers and wheels for the forklift industry. The business area also provides rubber profiles, mainly for the construction and engineering industries.
  • TickerHPOL B
  • ISINSE0007074281
  • ExchangeNasdaq Nordic Stockholm
  • SectorChemicals
  • CountrySweden
Karl Bokvist ...
  • Olof Cederholm

Hexpol - Q2 momentum better than initially expected

We raise near-term ests. ahead of Q2 report 16 July ’21e EBIT up 6%, up 3-2% for ’22e-’23e Expect positive revisions ahead; fairly valued

Hexpol AB: 1 director

A director at Hexpol AB sold 150,000 shares at 102.900SEK and the significance rating of the trade was 73/100. 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 of board me...

Karl Bokvist ...
  • Olof Cederholm

Powerpoint Sector Report - The Capital Goods Data Miner - May 2021

PMIs >60, growth in Marine, strong semiconductors Our key long ideas are: ABB, SKF, Trelleborg We are cautious on: FLSmidth, Kone, Nokian Tyres

Karl Bokvist ...
  • Olof Cederholm

Sector Fast Comment - Strong reports, but sector performance -2%

Q1 sector adj. EBIT +11% vs. cons, +6% ex. Elux/Volvo ABGSCe raised ’21e-’22e EBIT by 4% and 3% since 14 Apr. Since 14 April the sector is -2%, ’21e EV/EBITA at 16.6x

Karl Bokvist ...
  • Olof Cederholm

Hexpol - Solid start to the year, especially on margins

1% sales beat, 3% adj. EBIT beat, positive volumes Neutral for estimates, increasing raw material prices Solid report, should outperform the market on the day

Hexpol AB: 1 director

A director at Hexpol AB sold 150,000 shares at 102.900SEK and the significance rating of the trade was 73/100. 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 of board me...

Karl Bokvist ...
  • Olof Cederholm

Hexpol - Q2 momentum better than initially expected

We raise near-term ests. ahead of Q2 report 16 July ’21e EBIT up 6%, up 3-2% for ’22e-’23e Expect positive revisions ahead; fairly valued

Karl Bokvist ...
  • Olof Cederholm

Powerpoint Sector Report - The Capital Goods Data Miner - May 2021

PMIs >60, growth in Marine, strong semiconductors Our key long ideas are: ABB, SKF, Trelleborg We are cautious on: FLSmidth, Kone, Nokian Tyres

Karl Bokvist ...
  • Olof Cederholm

Sector Fast Comment - Strong reports, but sector performance -2%

Q1 sector adj. EBIT +11% vs. cons, +6% ex. Elux/Volvo ABGSCe raised ’21e-’22e EBIT by 4% and 3% since 14 Apr. Since 14 April the sector is -2%, ’21e EV/EBITA at 16.6x

Karl Bokvist ...
  • Olof Cederholm

Hexpol - Solid start to the year, especially on margins

1% sales beat, 3% adj. EBIT beat, positive volumes Neutral for estimates, increasing raw material prices Solid report, should outperform the market on the day

Karl Bokvist ...
  • Olof Cederholm

Hexpol - Heads-up for report 28 April

Hexpol will report Q1 on Wednesday, 28 April at 12:00 CET. A conference call will follow at 13:00 CET, dial in: SE 9, UK 2, US

HEXPOL AB with less fundamental stars is reduced to Neutral

HEXPOL AB (SE), a company active in the Speciality Chemicals industry, loses a star(s) at the fundamental level and sees its general evaluation downgraded. The independent financial analyst theScreener just removed a fundamental star(s) for a 3 over 4-star rating. As such, market behaviour remains unchanged and is evaluated as moderately risky. theScreener believes that the loss of a star(s) merits downgrade to the general evaluation of the title, which passes to Neutral. As of the analysis date April 20, 2021, the closing price was SEK 103.85 and its expected value was estimated at SEK 98.45.

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the we...

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