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Alfa Financial Software Holdings: 1 director
A director at Alfa Financial Software Holdings bought 158,000 shares at 155p and the significance rating of the trade was 86/100. 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 tw...
Increased risk weighs on ALFA FINANCIAL SOFT, penalising its rating d...
The independent financial analyst theScreener just lowered the general evaluation of ALFA FINANCIAL SOFT (GB), active in the Business Support Services industry. As regards its fundamental valuation, the title still shows 0 out of 4 possible stars. Its market behaviour, however, has slightly deteriorated and will be qualified as moderately risky moving forward. theScreener considers that these new qualifications justify an overall rating downgrade to Slightly Negative. As of the analysis date Feb...
- Denise Molina
Alfa Laval's 1Q Order Book Show Sparks of Growth
Alfa Laval's first-quarter orders grew organically by 9%, which we view positively for the rest of 2017 after a weak sales performance of a 9% decline year over year in the quarter. Under the new reporting structure, three core divisions--energy; marine and diesel; and food and water--contribute almost equally to group revenue. Of these, food and water was the bright spot and one that we think will contribute greater longer-term order stability than the more cyclically sensitive energy and marin...
- Denise Molina
Wide-moat Alfa Laval's revenue coming out of trough levels.
Wide-moat Alfa Laval reported 2016 results in line with our estimates on revenue and EBIT. The share price reacted strongly on the back of optimism that net sales have turned a corner from the abysmal 2016 results, battered by weakness in two of its main end markets, energy and marine. Revenue for the year was down 10% on an organic basis, and the adjusted EBIT margin sank to a 10-year low of 12.5% on low volume and plant utilisation. The fourth-quarter results and management’s commentary gave...
- Denise Molina
Alfa Laval's Strong Finish to Fiscal 2016 Indicates Revenue May Have T...
Wide-moat Alfa Laval reported 2016 results in line with our estimates on revenue and EBIT. The share price reacted strongly on the back of optimism that net sales have turned a corner from the abysmal 2016 results, battered by weakness in two of its main end markets, energy and marine. Revenue for the year was down 10% on an organic basis, and the adjusted EBIT margin sank to a 10-year low of 12.5% on low volume and plant utilisation. The fourth-quarter results and management’s commentary gave...
Ford Equity International Rating and Forecast Report
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
- Denise Molina
Alfa Laval's Capital Markets Day Gives Us Greater Confidence That Shar...
Following Alfa Laval's capital markets day, we think the market is overly bearish on the company's exposure to the marine/shipping industry. Management’s view on prospects for regulation-driven equipment spending reaffirmed our view that 2016 will prove to be a trough in the energy and marine end markets, returning the group to revenue growth. Recently finalised environmental regulation will require new equipment on thousands of ships globally to treat ballast water and curb sulphur oxide emis...
Alfa Laval: Summary of Alfa Laval’s Capital Markets Day – Marine U...
LUND, Sweden--(BUSINESS WIRE)-- Alfa Laval (STO:ALFA) During Alfa Laval’s Capital Markets Day in Copenhagen Tuesday, the company gave an update on two marine environmental applications, as the convention for treating ballast water has been ratified and the time frame for implementing a global reduction of sulphur emissions has been set. The international convention for the control and management of ship’s ballast water and sediments, was ratified on September 8th. It will enter into force with a 12-month lag, ...
- Denise Molina
Alfa Laval's Results Show Underlying Signs of Revenue Recovery; Shares...
Alfa Laval’s results for the first nine months of 2016, together with management’s outlook, reinforced our view that group revenue will return to growth in 2017, supporting an increase in EBIT margin and return on invested capital. For the year to date, Alfa Laval’s revenue has declined 9% and 11% on a reported and organic basis, respectively, primarily due to the low new equipment sales for energy and marine (shipping) customers. During the quarter, the company saw order increases in equi...
Alfa Laval: Invitation to Alfa Laval’s Third-Quarter Conference Call
LUND, Sweden--(BUSINESS WIRE)-- Regulatory News: Alfa Laval (STO:ALFA) will release third-quarter earnings on October 25th at 07:30 a.m. CET. The telephone conference will start at 08:30 CET. To join the telephone conference - hosted by Alfa Laval’s President and CEO, Tom Erixon, and CFO, Thomas Thuresson - sign up in advance via the link below. Once registered, you will receive a phone number, a participant pin and a conference pin. Please dial in 10 minutes prior to the scheduled start of the event. If you are havi...
- Denise Molina
Increasing Alfa Laval FVE to SEK 155; Shares Undervalued
We are increasing our fair value estimate for Alfa Laval to SEK 155 per share from SEK 141 per share, reflecting greater confidence in the company’s medium-term growth potential. We do not believe the shares are currently pricing in this potential. There are three reasons for our increased optimism. First, the company plans to increase its focus on the food and water sectors, two end markets that we think offer good future growth. Second, we think equipment orders related to its weakest end ma...
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