Nibe Industrier AB B

NIBE Industrier is a heating technology company with business operations organized into three business areas: NIBE Energy Systems, NIBE Element and NIBE Stoves. NIBE Energy Systems provides a range of indoor climate comfort products, including heating, cooling, heat recovery and hot water for homes, apartment blocks and other properties. The NIBE Element product range comprises components and solutions for measuring, controlling and heating for both industrial and consumer products. NIBE Stoves' product range includes: wood-burning stoves; inserts with a choice of surrounds; heat-retaining products; wood-burning inserts for fireplaces; chimney systems; and wood-stove accessories.
  • TickerNIBE B
  • ISINSE0008321293
  • ExchangeNasdaq Nordic Stockholm
  • SectorConstruction & Materials
  • CountrySweden
Anders Idborg ...
  • Karl Bokvist
  • Olof Cederholm

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

While China is approaching normality, Europe and North America will be grim in Q2, and the severity of the demand drop is less important than what companies can do to safeguard cash flow and the balance sheet. We advise sticking with companies with low funding risk and end-markets which are not permanently damaged. We continue to see relative attraction in mining equipment. Our key long ideas are: Sandvik, Volvo, Metso, Electrolux. We are cautious on: Cargotec, Konecranes, Wärtsilä.

NIBE Industrier AB: 1 director sold

A director at NIBE Industrier AB sold 51,000 shares at 191.130SEK and the significance rating of the trade was 76/100. 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 ...

André Thormann ...
  • Jan Erik Gjerland
  • Karl Bokvist
  • Laurits Kjærgaard
  • Lukas Daul
  • Petter Nystrøm

Talking Points - ROCKWOOL Int. (Hold): Beginning to look more attractive…

Awilco Drilling PLC (Hold) Post-results: Second milestone payment is approaching We estimate 15% EBITDA margin (+1pp vs. cons) in ‘Q2 Multiples more attractive, TP +7% to DKK 1520

NIBE Industrier AB: 1 director sold

A director at NIBE Industrier AB sold 51,000 shares at 191.130SEK and the significance rating of the trade was 76/100. 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 ...

Anders Idborg ...
  • Karl Bokvist
  • Olof Cederholm

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

While China is approaching normality, Europe and North America will be grim in Q2, and the severity of the demand drop is less important than what companies can do to safeguard cash flow and the balance sheet. We advise sticking with companies with low funding risk and end-markets which are not permanently damaged. We continue to see relative attraction in mining equipment. Our key long ideas are: Sandvik, Volvo, Metso, Electrolux. We are cautious on: Cargotec, Konecranes, Wärtsilä.

André Thormann ...
  • Jan Erik Gjerland
  • Karl Bokvist
  • Laurits Kjærgaard
  • Lukas Daul
  • Petter Nystrøm

Talking Points - ROCKWOOL Int. (Hold): Beginning to look more attractive…

Awilco Drilling PLC (Hold) Post-results: Second milestone payment is approaching We estimate 15% EBITDA margin (+1pp vs. cons) in ‘Q2 Multiples more attractive, TP +7% to DKK 1520

Anders Idborg ...
  • Karl Bokvist
  • Olof Cederholm

NIBE - Confident outperformance

Better demand and margin resilience, 10% adj. EBIT beat Not as bad as feared, EBIT up 13-4% for ‘20e-‘21e Quality growth at any price? Maintain HOLD

Anders Idborg ...
  • Karl Bokvist
  • Olof Cederholm

NIBE - Better than expected start of the year

Adj. EBIT 10% above Consensus, limited COVID-19 imp. Initial consensus estimates could come up by 1-3% Good numbers, positive wording, but a lot is priced in

Anders Idborg ...
  • Karl Bokvist
  • Olof Cederholm

NIBE - Heads-up for report 14 May

NIBE will report Q1 on Thursday 14 May at 08.00 CET. A conference call will follow at 11.00 CET, dial-in: SE 3

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 week...

ResearchPool Subscriptions

Get the most out of your insights

Get in touch