Outotec Oyj

Outotec is a global provider of process solutions, technologies and services for the mining and metallurgical industries organized in four divisions. The Minerals Processing division provides concentrator plants, process solutions and services for ore concentration, the minerals and fertilizer industry, energy sector and water treatment. The Base Metals division provides metallurgical processing technology for copper, nickel, zinc, precious metals and ferroalloys. The Metals Processing division develops and supplies technologies and services for the production of iron, alumina, aluminum and synthetic rutile. Larox develops and delivers industrial filters for separating solids from liquids.
  • TickerOTE1V
  • ISINFI0009014575
  • ExchangeNasdaq Nordic Helsinki
  • SectorIndustrial Engineering
  • CountryFinland
Alexander Korda

Valuation Mismatch Leads to Post-Spin MP Entry, +57% Upside

Yesterday was the first day of trading following the unique European Spin-Merger between Metso Corp. (MEO1V FH) and Outotec Corp. (OTE1V FH). This transaction created what is now Neles Corp. (NELES FH) and Metso Outotec Corp. (MOCORP FH), and the resulting valuation mismatch provides an opportunity for investors to see value creation for the Spin-merged mining equipment services company. Meanwhile, NELES (Parent) looks fully valued. Read on for more on their first day's performance. What's Happened? The Edge Intelligence... Metso Corp. (MEO1V FH) performed a unique spin of its Minerals busine...

Alexander Korda

Leader in Flow Control Business Exhibits 30% Post-Spin

It’s been over 6 years since Finnish investors have witnessed a corporate break-up and next week, Metso Corp. (MEO1V FH) will be back once more to split again. After a successful Spinoff of Valmet Corp. (VALMT FH) in 2014, which jumped +45% in its first year, Metso will be Spinning off its Minerals business to merge with another industrial player, Outotec Corp. (OTE1V FH) while the RemainCo (to be renamed Neles Corp) will be a pure-play Flow Control Business. What's Happening? Metso Corp. (MEO1V FH) is performing a unique spin of its Minerals business by combining it with another industrial ...

An increasingly favourable environment allows OUTOTEC OYJ to improve to Neutral

The independent financial analyst theScreener just upgraded the general evaluation of OUTOTEC OYJ (FI), a company active in the Industrial Machinery industry. As regards its fundamental valuation, the title confirms its rating of 3 out of 4 stars while its market behaviour remains as risky. theScreener believes, however, that a more enabling environment allows the title to increase its general evaluation to Neutral. As of the analysis date May 22, 2020, the closing price was EUR 4.19 and its expected value was estimated at EUR 3.72.

Alexander Aukner ...
  • Christoffer Wang Bjørnsen
  • Håkon Astrup
  • Helene Kvilhaug Brøndbo
  • Karl-Johan Bonnevier
  • Martin Huseby Karlsen
  • Niclas Gehin
  • Nicolay Dyvik
  • Ole-Andreas Krohn
  • Patrik Ling
  • Tomi Railo

Northern Lights

Tomi Railo

Outotec (Buy, TP: EUR6.00) - Softer Q1 not derailing the case

We have cut our 2020–2021e EPS by c4% on average post a mixed Q1 report, with Service and unannounced orders weaker than our forecasts, but slightly better on clean EBIT. Our positive case on the merger with Metso Minerals and the stock’s valuation remains. We reiterate our BUY and EUR6 target price.

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Add exposure to cyclicals Our positive outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains intact and we believe a “buy the dip” strategy is warranted. We recommend taking advantage of recent weakness -- where applicable -- by adding exposure to cyclical Sectors. • Actionable Sectors: Consumer Discretionary and Manufacturing. Today's recommendations focus on autos, auto parts, and machinery which span the Discretionary and Manufacturing Sectors. We initially recommended adding exposure to autos and auto parts in our 3/14/19 Int'l Compass, and we view the recent mild pullb...

Alexander Korda

Valuation Mismatch Leads to Post-Spin MP Entry, +57% Upside

Yesterday was the first day of trading following the unique European Spin-Merger between Metso Corp. (MEO1V FH) and Outotec Corp. (OTE1V FH). This transaction created what is now Neles Corp. (NELES FH) and Metso Outotec Corp. (MOCORP FH), and the resulting valuation mismatch provides an opportunity for investors to see value creation for the Spin-merged mining equipment services company. Meanwhile, NELES (Parent) looks fully valued. Read on for more on their first day's performance. What's Happened? The Edge Intelligence... Metso Corp. (MEO1V FH) performed a unique spin of its Minerals busine...

Alexander Korda

Leader in Flow Control Business Exhibits 30% Post-Spin

It’s been over 6 years since Finnish investors have witnessed a corporate break-up and next week, Metso Corp. (MEO1V FH) will be back once more to split again. After a successful Spinoff of Valmet Corp. (VALMT FH) in 2014, which jumped +45% in its first year, Metso will be Spinning off its Minerals business to merge with another industrial player, Outotec Corp. (OTE1V FH) while the RemainCo (to be renamed Neles Corp) will be a pure-play Flow Control Business. What's Happening? Metso Corp. (MEO1V FH) is performing a unique spin of its Minerals business by combining it with another industrial ...

Tomi Railo

Outotec (Buy, TP: EUR6.00) - Softer Q1 not derailing the case

We have cut our 2020–2021e EPS by c4% on average post a mixed Q1 report, with Service and unannounced orders weaker than our forecasts, but slightly better on clean EBIT. Our positive case on the merger with Metso Minerals and the stock’s valuation remains. We reiterate our BUY and EUR6 target price.

Tomi Railo

Outotec (Buy, TP: EUR6.00) - Covid-19 impact heavily discounted

We have cut our 2020–2021e EPS by an average of 19% due to Covid-19, as well as weaker metal prices and economic activity. We have also cut our target price to EUR6 (7) but reiterate our BUY recommendation on our view the shares are already heavily discounting the implications.

Christer Magnergård ...
  • Eivind Sars Veddeng
  • Joachim Gunell
  • Linda Strömberg
  • Mattias Holmberg
  • Olof Larshammar
  • Tomi Railo
  • Viktor Trollsten

Nordic Capital Goods dashboard - March 2020

Nordic Capital Goods dashboard - March 2020

Alexander Aukner ...
  • Christoffer Wang Bjørnsen
  • Håkon Astrup
  • Helene Kvilhaug Brøndbo
  • Karl-Johan Bonnevier
  • Martin Huseby Karlsen
  • Niclas Gehin
  • Nicolay Dyvik
  • Ole-Andreas Krohn
  • Patrik Ling
  • Tomi Railo

Northern Lights

Eivind Sars Veddeng ...
  • Ole-Andreas Krohn
  • Olof Larshammar
  • Tomi Railo

Northern Lights

Christer Magnergård ...
  • Christoffer Wang Bjørnsen
  • Jimi Lehtonen
  • Jon Masdal
  • Karl-Johan Bonnevier
  • Martin Huseby Karlsen
  • Nicolay Dyvik
  • Ole-Andreas Krohn
  • Olof Larshammar
  • Patrik Ling
  • Rune Majlund Dahl
  • Simen Mortensen
  • Tomi Railo

Northern Lights

Christer Magnergård ...
  • Håkon Astrup
  • Jimi Lehtonen
  • Jon Masdal
  • Karl-Johan Bonnevier
  • Martin Arnell
  • Martin Hoang Nguyen
  • Mattias Holmberg
  • Niclas Gehin
  • Nicolas McBeath
  • Niklas Wetterling
  • Ole Martin Westgaard
  • Ole-Andreas Krohn
  • Olof Larshammar
  • Rune Majlund Dahl
  • Simen Mortensen
  • Tomi Railo

Northern Lights

Christer Magnergård ...
  • Eivind Sars Veddeng
  • Frank Maaø
  • Joachim Gunell
  • Jon Masdal
  • Karl-Johan Bonnevier
  • Marius Knudssøn
  • Martin Hoang Nguyen
  • Mattias Holmberg
  • Niklas Wetterling
  • Ole-Andreas Krohn
  • Olof Larshammar
  • Patrik Ling
  • Stefan Gauffin
  • Tomi Railo

Northern Lights

An increasingly favourable environment allows OUTOTEC OYJ to improve to Neutral

The independent financial analyst theScreener just upgraded the general evaluation of OUTOTEC OYJ (FI), a company active in the Industrial Machinery industry. As regards its fundamental valuation, the title confirms its rating of 3 out of 4 stars while its market behaviour remains as risky. theScreener believes, however, that a more enabling environment allows the title to increase its general evaluation to Neutral. As of the analysis date May 22, 2020, the closing price was EUR 4.19 and its expected value was estimated at EUR 3.72.

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