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ABGSC Investment Companies Research ... (+2)
  • ABGSC Investment Companies Research
  • Derek Laliberté
PREMIUM
INVE.B-SE INVESTOR

We see strong 2024 earnings growth for Patricia

5% EBITDA beat in Patricia prompts positive revisions. We see 2024e EBITDA growth of 8%. BUY on strong outlook and valuation.

3h / 10m 3h / 10m 1 EN
ABGSC Investment Companies Research ... (+2)
  • ABGSC Investment Companies Research
  • Derek Laliberté
PREMIUM
KINV.B-SE KINNEVIK

Disappointing but we still see upside

Key figures below ABGSCe due to VillageMD write-down. Bypassing buybacks a costly mistake that should be remedied. BUY: valuation upside and attractive portfolio outlook.

6h / 40m 6h / 40m 1 EN
ABGSC Investment Companies Research ... (+2)
  • ABGSC Investment Companies Research
  • Derek Laliberté
12h / 46m 12h / 46m 1 EN
ABGSC Investment Companies Research ... (+2)
  • ABGSC Investment Companies Research
  • Derek Laliberté
13h / 4m 13h / 4m 1 EN
ABGSC Investment Companies Research ... (+2)
  • ABGSC Investment Companies Research
  • Derek Laliberté
04/17/24 April 17, 2024 1 EN
ABGSC Strategy Research ... (+3)
  • ABGSC Strategy Research
  • Amanda Alla
  • Christer Linde
PREMIUM

Weekly agenda 15 Apr - 19 Apr

Nordic reports: ABB, Investor, Volvo, Nordea, EQT.

04/12/24 April 12, 2024 1 EN
ABGSC Investment Companies Research ... (+2)
  • ABGSC Investment Companies Research
  • Derek Laliberté
PREMIUM
KINV.B-SE KINNEVIK

We are optimistic into Q1

Focus on capital structure review and private assets valuation. BUY: we see attractive risk/reward.

04/10/24 April 10, 2024 1 EN
ABGSC Investment Companies Research ... (+2)
  • ABGSC Investment Companies Research
  • Derek Laliberté
PREMIUM
INDU.C-SE Industrivä...

Valuation more palatable, solid portfolio outlook

Q1 in line with ABGSCe. HOLD: P/NAV valuation remains a tad rich, but we have a positive bottom-up view.

INDU.C-SE INDUSTRIVäRDEN
04/08/24 April 8, 2024 1 EN
ABGSC Strategy Research ... (+3)
  • ABGSC Strategy Research
  • Amanda Alla
  • Christer Linde
PREMIUM

Swedish market outlook: focus on normalization of P/E

Swedish market outlook: focus on normalization of P/E

04/08/24 April 8, 2024 1 EN
ABGSC Strategy Research ... (+3)
  • ABGSC Strategy Research
  • Amanda Alla
  • Christer Linde
PREMIUM

Weekly agenda 8 Apr - 12 Apr

Nordic reports: Industrivärden, Atrium Ljungberg, Dustin.

04/05/24 April 5, 2024 1 EN
ABGSC Strategy Research ... (+3)
  • ABGSC Strategy Research
  • Amanda Alla
  • Christer Linde
04/04/24 April 4, 2024 1 EN
ABGSC Strategy Research ... (+3)
  • ABGSC Strategy Research
  • Amanda Alla
  • Christer Linde
PREMIUM

Global PMI: Above 50 but Germany close to 40

Global manufacturing PMI: 50.6 vs. 50.3 for February. ABGSC manufacturing PMI: 50.1 vs. 49.8 for February. 57% of all PMIs (28) had higher PMIs vs. previous month.

04/04/24 April 4, 2024 1 EN
ABGSC Strategy Research ... (+3)
  • ABGSC Strategy Research
  • Amanda Alla
  • Christer Linde
PREMIUM

ESG Monthly - Battery challenges and CSDDD update

Looking at the battery market from an ESG perspective as well as an update on the latest CSDDD developments

04/03/24 April 3, 2024 1 EN
ABGSC Strategy Research ... (+3)
  • ABGSC Strategy Research
  • Amanda Alla
  • Christer Linde
03/28/24 March 28, 2024 1 EN
ABGSC Strategy Research ... (+2)
  • ABGSC Strategy Research
  • Christer Linde
PREMIUM

OMX: preview on SBX & OMXS30

Index Preview: OMXS30 and OMX Stockholm Benchmark (SBX).

03/24/24 March 24, 2024 1 EN
ABGSC Strategy Research ... (+3)
  • ABGSC Strategy Research
  • Amanda Alla
  • Christer Linde
03/22/24 March 22, 2024 1 EN
ABGSC Strategy Research ... (+3)
  • ABGSC Strategy Research
  • Amanda Alla
  • Christer Linde
03/18/24 March 18, 2024 1 EN
ABGSC Strategy Research ... (+3)
  • ABGSC Strategy Research
  • Amanda Alla
  • Christer Linde
03/15/24 March 15, 2024 1 EN
ABGSC Strategy Research ... (+2)
  • ABGSC Strategy Research
  • Christer Linde
03/13/24 March 13, 2024 1 EN
ABGSC Investment Companies Research ... (+2)
  • ABGSC Investment Companies Research
  • Derek Laliberté
03/12/24 March 12, 2024 1 EN
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