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ABGSC Capital Goods Research ... (+4)
  • ABGSC Capital Goods Research
  • Anders Idborg
  • Karl Bokvist
  • Olof Cederholm
22m 22m 1 EN
ABGSC Renewable Energy Research ... (+2)
  • ABGSC Renewable Energy Research
  • Olof Cederholm
4h / 46m 4h / 46m 1 EN
ABGSC Capital Goods Research ... (+4)
  • ABGSC Capital Goods Research
  • Anders Idborg
  • Karl Bokvist
  • Olof Cederholm
MOCORP METSO OUTOTEC OYJ
5h / 10m 5h / 10m 1 EN
ABGSC Capital Goods Research ... (+2)
  • ABGSC Capital Goods Research
  • Karl Bokvist
5h / 16m 5h / 16m 1 EN
ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Adrian Gilani
  • Karl Bokvist
5h / 46m 5h / 46m 1 EN
ABGSC Capital Goods Research ... (+2)
  • ABGSC Capital Goods Research
  • Karl Bokvist
5h / 58m 5h / 58m 1 EN
ABGSC Capital Goods Research ... (+2)
  • ABGSC Capital Goods Research
  • Karl Bokvist
PREMIUM
LIFCO B LIFCO AB

The worst is likely behind us

Up to HOLD (Sell), TP SEK 250 (245), '24e-'26e EBITA down 2-1%; 3% CAGR '23-'26e, Demolition weakness likely to persist until H2'24.

6h / 16m 6h / 16m 1 EN
ABGSC Services Research ... (+2)
  • ABGSC Services Research
  • Karl Bokvist
GREEN-SE GREEN LANDSCAPING GROUP
6h / 16m 6h / 16m 1 EN
ABGSC Capital Goods Research ... (+4)
  • ABGSC Capital Goods Research
  • Anders Idborg
  • Karl Bokvist
  • Olof Cederholm
PREMIUM
TREL B Trelleborg AB C...

Highlighting H2 improvement

Solid Q1 numbers, in line Q2 guidance. No underlying changes, but adding M&A means +2% on '24e EBITA. Maintain HOLD and TP at SEK 375.

TREL B TRELLEBORG AB CLASS B
17h / 4m 17h / 4m 1 EN
ABGSC Capital Goods Research ... (+4)
  • ABGSC Capital Goods Research
  • Anders Idborg
  • Karl Bokvist
  • Olof Cederholm
PREMIUM
KNEBV Kone Oyj Class ...

Satisfactory delivery in a slow market

Mostly in line; orders 4% below, EBIT 3% above. Specified guidance close to estimates; adj. EBIT +0-2%. Mildly reassuring resilience but limited excitement in stock.

KNEBV KONE OYJ CLASS B
18h / 34m 18h / 34m 1 EN
ABGSC Capital Goods Research ... (+2)
  • ABGSC Capital Goods Research
  • Karl Bokvist
19h / 16m 19h / 16m 1 EN
ABGSC Capital Goods Research ... (+4)
  • ABGSC Capital Goods Research
  • Anders Idborg
  • Karl Bokvist
  • Olof Cederholm
PREMIUM
ATCO A ATLAS COPCO AB

All-weather value compounder at work

Another Q1 bounce, orders 7% better, solid execution. Moving closer to semi bottom; adj. EBIT +3%. High P/E, but compounding means core holding for LT investors. HOLD.

19h / 40m 19h / 40m 1 EN
ABGSC Capital Goods Research ... (+4)
  • ABGSC Capital Goods Research
  • Anders Idborg
  • Karl Bokvist
  • Olof Cederholm
20h / 28m 20h / 28m 1 EN
ABGSC Capital Goods Research ... (+4)
  • ABGSC Capital Goods Research
  • Anders Idborg
  • Karl Bokvist
  • Olof Cederholm
PREMIUM
ASSA B ASSA ABLOY AB C...

In-line Q1, set up for good earnings growth

Q1 in line, marking low point of growth. Solid earnings growth at reasonable valuation - BUY.

ASSA B ASSA ABLOY AB CLASS B
21h / 46m 21h / 46m 1 EN
ABGSC Capital Goods Research ... (+4)
  • ABGSC Capital Goods Research
  • Anders Idborg
  • Karl Bokvist
  • Olof Cederholm
22h / 34m 22h / 34m 1 EN
ABGSC Capital Goods Research ... (+4)
  • ABGSC Capital Goods Research
  • Anders Idborg
  • Karl Bokvist
  • Olof Cederholm
TREL B TRELLEBORG AB CLASS B
04/24/24 April 24, 2024 1 EN
ABGSC Capital Goods Research ... (+4)
  • ABGSC Capital Goods Research
  • Anders Idborg
  • Karl Bokvist
  • Olof Cederholm
04/24/24 April 24, 2024 1 EN
ABGSC Capital Goods Research ... (+4)
  • ABGSC Capital Goods Research
  • Anders Idborg
  • Karl Bokvist
  • Olof Cederholm
ASSA B ASSA ABLOY AB CLASS B
04/24/24 April 24, 2024 1 EN
ABGSC Capital Goods Research ... (+4)
  • ABGSC Capital Goods Research
  • Anders Idborg
  • Karl Bokvist
  • Olof Cederholm
KNEBV KONE OYJ CLASS B
04/24/24 April 24, 2024 1 EN
ABGSC Capital Goods Research ... (+2)
  • ABGSC Capital Goods Research
  • Karl Bokvist
04/24/24 April 24, 2024 1 EN
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