Non-rec hurts 2025e earnings

Peab AB: 1 director

A director at Peab AB bought 1,273,500 shares at 85.000SEK 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 m...

Peab (Hold, TP: SEK85.00) - Q1 EBIT broadly as expected

Peab reported a Q1 seasonal EBIT loss (as expected), driven by winter-related effects in Industry. We have lowered our 2025e EPS due to the low tax rate in Q1, despite a broadly in-line underlying performance. We have slightly raised our revenue and EPS forecasts for 2026–2027 by c1%. We continue to see better risk/reward in peers and reiterate our HOLD and SEK85 target price.

AC ENERGY CORP increases its risk exposure and slightly lowers to Neutral

AC ENERGY CORP (PH), a company active in the Alternative Electricity industry, now shows a lower overall rating. The independent financial analyst theScreener confirms the fundamental rating of 4 out of 4 stars. However, the market behaviour deterioration triggered a risk requalification, which can be thus described as moderately risky. theScreener believes that increased risk justifies the general evaluation downgrade to Neutral. As of the analysis date April 8, 2022, the closing price was PHP 8.54 and its expected value was estimated at PHP 8.53.

With a more favourable environment, VUKILE PROPERTY improves to Positive

VUKILE PROPERTY (ZA), a company active in the Real Estate Holding & Development 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, defensive market behaviour. The title leverages a more favourable environment and raises its general evaluation to Positive. As of the analysis date April 5, 2022, the closing price was ZAR 13.72 and its potential was estimated at ZAR 15.16.

An unfavourable environment weighs on ROYAL BAFOKENG PLATINUM, which sees a downgrade to Slightly Negative

The independent financial analyst theScreener just requalified the general evaluation of ROYAL BAFOKENG PLATINUM (ZA), active in the Platinum & Precious Metals industry. As regards its fundamental valuation, the title still shows 0 out of 4 stars and its market behaviour is seen as moderately risky. theScreener believes that the unfavourable environment weighs on the sector and penalises the company, which sees a downgrade to its general evaluation to Slightly Negative. As of the analysis date April 5, 2022, the closing price was ZAR 159.78 and its target price was estimated at ZAR 127.50.