• TickerVNE SDB
  • ISINSE0011115963
  • ExchangeNasdaq Nordic Stockholm
  • SectorAutomobiles & Parts
  • CountryUnited States
Aksel Øverland Engebakken ...
  • Daniel Thorsson
  • Erik Moberg
  • Olof Cederholm
  • Peter Kurt Nielsen

Talking Points - Hexagon (Hold): Great mix behind y-o-y margin expansion

Kindred Group plc (Buy) Post-results: Making strides in the US Limited earnings revisions, FX a slight headwind Maintain HOLD, valuation limits our enthusiasm

Anders Idborg ...
  • Olof Cederholm

Veoneer - Good cash control while awaiting H2 growth

Q2 EBIT better than expected on R, D&E reimbursement Cost and cash flow good despite weak demand Lower balance sheet risk, growth improving in H2, BUY

Anders Idborg ...
  • Karl Bokvist
  • Olof Cederholm

Sector Report - Tough Q2, but June the start of the recovery

Q2 results on 22 July at 7:00 CET Expect orders -14%, margin 7.9% (11.5%) Ambitious targets, high all-in valuation

Anders Idborg ...
  • Olof Cederholm

Veoneer - New model launches the main focus

Q2’20 report due on 24 July Deliveries from backlog help LVP outperformance Reiterate BUY with USD 15 target price

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.

Aksel Øverland Engebakken ...
  • Daniel Thorsson
  • Erik Moberg
  • Olof Cederholm
  • Peter Kurt Nielsen

Talking Points - Hexagon (Hold): Great mix behind y-o-y margin expansion

Kindred Group plc (Buy) Post-results: Making strides in the US Limited earnings revisions, FX a slight headwind Maintain HOLD, valuation limits our enthusiasm

Anders Idborg ...
  • Olof Cederholm

Veoneer - Good cash control while awaiting H2 growth

Q2 EBIT better than expected on R, D&E reimbursement Cost and cash flow good despite weak demand Lower balance sheet risk, growth improving in H2, BUY

Anders Idborg ...
  • Karl Bokvist
  • Olof Cederholm

Sector Report - Tough Q2, but June the start of the recovery

Q2 results on 22 July at 7:00 CET Expect orders -14%, margin 7.9% (11.5%) Ambitious targets, high all-in valuation

Anders Idborg ...
  • Olof Cederholm

Veoneer - New model launches the main focus

Q2’20 report due on 24 July Deliveries from backlog help LVP outperformance Reiterate BUY with USD 15 target price

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.

Expert Corporate Governance Service (ECGS)

Veoneer - AGM 08 May 2019

Veoneer is a company headquartered in Stockholm, Sweden, and incorporated in the State of Delaware, USA. It was spun-off from Autoliv Inc in June 2018. In general, Veoneer is in compliance with the regulations of Delaware relating to the organization and procedures of the Annual General Meeting. Under ITEM 2, shareholders are called to an advisory vote on the executive compensation. ECGS strongly regrets that 25% of the long-term incentive does not depend on any performance conditions and the policy specifically allows accelerated vesting of long-term incentives in the event of a change in co...

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