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Husqvarna AB: 1 director
A director at Husqvarna AB maiden bought 20,000 shares at 51.160SEK 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 c...
- ABGSC Capital Goods Research
- Benjamin Wahlstedt
- Fredrik Ivarsson
- ABGSC Capital Goods Research
- Benjamin Wahlstedt
- Fredrik Ivarsson
- ABGSC Consumer Goods Research
- Benjamin Wahlstedt
- Fredrik Ivarsson
- ABGSC Capital Goods Research
- Benjamin Wahlstedt
- Fredrik Ivarsson
- ABGSC Capital Goods Research
- Benjamin Wahlstedt
- Fredrik Ivarsson
- ABGSC Consumer Goods Research
- Benjamin Wahlstedt
- Fredrik Ivarsson
- Mattias Holmberg
Set for spicy growth
Our recent field trip to India (visiting Volvo, Epiroc, Trelleborg, Autoliv and others) alongside our analysis suggests the country is set to take centre stage as a global manufacturing hub over the coming decade, shifting from being the sixth- to the third-largest end-market for the Swedish Industrial sector. India’s strong economic growth trajectory and favourable demographics mean the companies: 1) see double-digit growth as sustainable; 2) are pursuing manufacturing capacity expansions; and ...
ABB ABB LTD.
ELUX B ELECTROLUX AB CLASS B
SAND SANDVIK AB
HUSQ B HUSQVARNA AB CLASS B
ALV AUTOLIV INC.
TREL B TRELLEBORG AB CLASS B
ASSA B ASSA ABLOY AB CLASS B
DOM DOMETIC GROUP AB
LIAB LINDAB INTERNATIONAL AB
SKF B SKF AB CLASS B
HPOL B HEXPOL AB CLASS B
ALIG ALIMAK GROUP AB
ALFA ALFA LAVAL AB
ATCO A ATLAS COPCO AB CLASS A
EPRO B ELECTROLUX PROFESSIONAL
HEXA B HEXAGON AB
SYSR SYSTEMAIR AB
EPI A EPIROC AB
VOLCARb VOLVO CARS
BEIJ B BEIJER REF AB
NIBE B NIBE INDUSTRIER AB
- Ebba Bjorklid
Husqvarna (Sell, TP: SEK48.00) - Structural headwinds intensifying
Following the Q4 results, we see sales and EBIT under continued pressure from prolonged weak consumer demand, increased competitive pressure, and spillover effects from exiting petrol-powered legacy businesses. We reiterate our SELL, and have lowered our target price to SEK48 (50).
- ABGSC Capital Goods Research
- Benjamin Wahlstedt
- Fredrik Ivarsson
- ABGSC Capital Goods Research
- Benjamin Wahlstedt
- Fredrik Ivarsson
- ABGSC Capital Goods Research
- Benjamin Wahlstedt
- Fredrik Ivarsson
- Ebba Bjorklid
Husqvarna (Sell, TP: SEK50.00) - Headwinds are intensifying
Following yesterday’s Q4 profit warning, we expect sales and EBIT to come under further pressure from weaker-for-longer consumer demand, intensified market challenges and promotional activity, as well as negative mix effects and lower inventory build-up from retailers and dealers. Consequently, we reiterate our SELL and have cut our target price to SEK50 (55).
- ABGSC Capital Goods Research
- Benjamin Wahlstedt
- Fredrik Ivarsson
- ABGSC Capital Goods Research
- Benjamin Wahlstedt
- Fredrik Ivarsson
- ABGSC Capital Goods Research
- Benjamin Wahlstedt
- Fredrik Ivarsson
- ABGSC Capital Goods Research
- Benjamin Wahlstedt
- Fredrik Ivarsson
- ABGSC Consumer Goods Research
- Benjamin Wahlstedt
- Fredrik Ivarsson
- ABGSC Capital Goods Research
- Benjamin Wahlstedt
- Fredrik Ivarsson
- Ebba Bjorklid
Husqvarna (Sell, TP: SEK53.00) - Competitive pressure mounting
Following Tuesday’s Q3 profit warning, we see sales and EBIT coming under further pressure from weaker-for-longer consumer demand and increased competitive pressure, particularly from Chinese peers. We reiterate our SELL and have cut our target price to SEK53 (63).
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