reports
- ABGSC Capital Goods Research
- Anders Idborg
- Karl Bokvist
- Olof Cederholm
VOLV B VOLVO AB CLASS B
WRT1V WARTSILA OYJ ABP
ABB ABB LTD.
SAND SANDVIK AB
TREL B TRELLEBORG AB CLASS B
MOCORP METSO OUTOTEC OYJ
ASSA B ASSA ABLOY AB CLASS B
SKF B SKF AB CLASS B
HPOL B HEXPOL AB CLASS B
ALFA ALFA LAVAL AB
MTRS B MUNTERS GROUP
HEXA B HEXAGON AB
EPI A EPIROC AB
NIBE B NIBE INDUSTRIER AB
ATCO A ATLAS COPCO AB
ALIV SDB AUTOLIV INC.
DSV, 1110 - MAJOR SHAREHOLDER ANNOUNCEMENT
DSV, 1110 - MAJOR SHAREHOLDER ANNOUNCEMENT Company Announcement No. 1110 Pursuant to section 30 of the Danish Capital Markets Act it is announced that BlackRock, Inc. has informed DSV A/S that the total shares according to section 38 of the Danish Capital Markets Act, and other financial instruments according to section 39(2) of the Danish Capital Markets Act of DSV A/S held by BlackRock, Inc. as of 14 May 2024 correspond to below 5% of the entire share capital and below 5% of the voting rights of DSV A/S. ContactsInvestor Relations: Sebastian Rosborg, tel. , Yours sincerely,DSV ...
DSV, 1109 - MAJOR SHAREHOLDER ANNOUNCEMENT
DSV, 1109 - MAJOR SHAREHOLDER ANNOUNCEMENT Company Announcement No. 1109 Pursuant to section 30 of the Danish Capital Markets Act it is announced that BlackRock, Inc. has informed DSV A/S that BlackRock, Inc. as of 13 May 2024 has decreased its holding of shares/voting rights and of other financial instruments acc. to section 39(2) of the Danish Capital Markets in DSV A/S as follows: Share capital and voting rightsHolding in DSV A/S previouslyHolding in DSV A/S as of 13 May 2024Share capital and voting rights attached to shares in %5.30%4.98%Share capital and voting rights through financia...
- ABGSC Pulp & Paper Research
- Ali Shemmari
- Martin Melbye
Svenska Cellulosa AB SCA: 1 director
A director at Svenska Cellulosa AB SCA bought 1,514,710 shares at 166.569SEK and the significance rating of the trade was 100/100. 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 t...
DSV, 1108 - SHARE BUYBACK IN DSV A/S
DSV, 1108 - SHARE BUYBACK IN DSV A/S Company Announcement No. 1108 On 24 April 2024, we initiated a share buyback programme, as described in Company Announcement No. 1104. According to the programme, the company will in the period from 24 April 2024 until 23 July 2024 purchase own shares up to a maximum value of DKK 1,000 million, and no more than 1,700,000 shares, corresponding to 0.79% of the share capital at commencement of the programme. The programme has been implemented in accordance with Regulation No. 596/2014 of the European Parliament and Council of 16 April 2014 (“MAR”) (save fo...
- ABGSC Construct. & Real Estate Research
- Fredrik Stensved
- Markus Henriksson
- Viktor Stenlöf
OLT OLAV THON EIENDOMSSELSKAP ASA
CAST CASTELLUM AB
CATE CATENA AB
DIOS DIOS FASTIGHETER AB
EAST EASTNINE AB
ATRLJ B ATRIUM LJUNGBERG AB CLASS B
A1W9VK PLATZER FASTIGHETER HOLDING AB CLASS B
ENTRA ENTRA ASA
STEF B STENDOERREN FASTIGHETER AB CLASS B
POX PANDOX AB CLASS B
SBB B SAMHALLSBYGGNADSBOLAGET I NORDEN AB CLASS B
FABG FABEGE AB
NYF NYFOSA AB
FAST A FASTPARTNER AB
K2A B K2A KNAUST & ANDERSSON FASTIGHETER AB
KLARA B KLARABO SVERIGE AB
WIHL WIHLBORG FASTIGHETER AB(PUBL)
BALD B FASTIGHETS AB BALDER
WALL B WALLENSTAM AB
SLP B SWEDISH LOGISTIC PROPERTY AB
LOGI.B-SE LOGISTEA AB
- Simen Mortensen
Swedish policy rate cut, an upgrade and a downgrade
Sweden’s Riksbank cut the policy rate this week to 3.75% (4.0%); our estimates are based on another four cuts by end-2025. During the week we upgraded Veidekke to BUY, downgraded Castellum to HOLD, and reiterated our HOLD on Kojamo and SELL on Hufvudstaden and Sagax. The average implied EBITDA yields on the stocks we cover are 4.40% for 2024e and 4.79% for 2025e.
OLT OLAV THON EIENDOMSSELSKAP ASA
BALD B FASTIGHETS AB BALDER CLASS B
CAST CASTELLUM AB
CATE CATENA AB
WALL B WALLENSTAM AB CLASS B
ATRLJ B ATRIUM LJUNGBERG AB CLASS B
KMCP KMC PROPERTIES
ENTRA ENTRA ASA
POX PANDOX AB CLASS B
SBB B SAMHALLSBYGGNADSBOLAGET I NORDEN AB CLASS B
FABG FABEGE AB
WIHL WIHLBORGS FASTIGHETER AB
CORE B COREM PROPERTY GROUP (B)
KOJAMO KOJAMO OYJ
CTY1S CITYCON OYJ
NYF NYFOSA AB
SAGAB SAGAX
AURA AURORA EIENDOM
- ABGSC Consumer Goods Research
- Benjamin Wahlstedt
- Fredrik Ivarsson
DSV, 1107 - MANAGERS’ TRANSACTIONS IN DSV A/S SHARES
DSV, 1107 - MANAGERS’ TRANSACTIONS IN DSV A/S SHARES Company Announcement No. 1107 DSV A/S hereby provides notification pursuant to article 19 of regulation (EU) no. 596/2014 of the below transactions related to shares in DSV A/S made by a manager. Any questions may be addressed to Investor Relations, Sebastian Rosborg, tel. . Yours sincerely,DSV A/S Attachment
- Håkon Astrup
Axactor (Hold, TP: NOK4.60) - Challenging collection climate
Soft collections in the Nordic and German markets, and corresponding portfolio revaluations, led to a 9% YOY drop in total income in Q1. Although the EUR100m–200m annual investment target was reiterated, we expect modest activity short-term due to limited NPL volumes at attractive prices. We have cut our 2025–2026e EPS by 10–14%, primarily reflecting lower collections, lowered our target price to NOK4.6 (6.8), and downgraded the stock to HOLD (BUY).
DSV, 1106 - SHARE BUYBACK IN DSV A/S
DSV, 1106 - SHARE BUYBACK IN DSV A/S Company Announcement No. 1106 On 24 April 2024, we initiated a share buyback programme, as described in Company Announcement No. 1104. According to the programme, the company will in the period from 24 April 2024 until 23 July 2024 purchase own shares up to a maximum value of DKK 1,000 million, and no more than 1,700,000 shares, corresponding to 0.79% of the share capital at commencement of the programme. The programme has been implemented in accordance with Regulation No. 596/2014 of the European Parliament and Council of 16 April 2014 (“MAR”) (save fo...
- ABGSC Financials Research
- Fredrik Flørnes Støle
- Jan Erik Gjerland
- Patrik Brattelius
- ABGSC Construct. & Real Estate Research
- Fredrik Stensved
- Markus Henriksson
- Viktor Stenlöf
OLT OLAV THON EIENDOMSSELSKAP ASA
CAST CASTELLUM AB
CATE CATENA AB
DIOS DIOS FASTIGHETER AB
EAST EASTNINE AB
ATRLJ B ATRIUM LJUNGBERG AB CLASS B
A1W9VK PLATZER FASTIGHETER HOLDING AB CLASS B
ENTRA ENTRA ASA
STEF B STENDOERREN FASTIGHETER AB CLASS B
POX PANDOX AB CLASS B
SBB B SAMHALLSBYGGNADSBOLAGET I NORDEN AB CLASS B
FABG FABEGE AB
NYF NYFOSA AB
FAST A FASTPARTNER AB
K2A B K2A KNAUST & ANDERSSON FASTIGHETER AB
KLARA B KLARABO SVERIGE AB
WIHL WIHLBORG FASTIGHETER AB(PUBL)
BALD B FASTIGHETS AB BALDER
WALL B WALLENSTAM AB
SLP B SWEDISH LOGISTIC PROPERTY AB
FASTAT-SE FASTATOR
LOGI.B-SE LOGISTEA AB
- Simen Mortensen
Q1 reporting continues
This week, Castellum and Balder reported Q1 results, Wihlborgs announced a new lease, and SBB corrected 2023 profits and dissolved Unobo. Norges Bank has signalled interest rates might stay higher for longer. K2A has halted preference dividend payments. The weighted-average implied EBITDA yields on the stocks we cover are 4.69% for 2024e and 4.97% for 2025e.
OLT OLAV THON EIENDOMSSELSKAP ASA
BALD B FASTIGHETS AB BALDER CLASS B
CAST CASTELLUM AB
CATE CATENA AB
WALL B WALLENSTAM AB CLASS B
ATRLJ B ATRIUM LJUNGBERG AB CLASS B
KMCP KMC PROPERTIES
ENTRA ENTRA ASA
POX PANDOX AB CLASS B
SBB B SAMHALLSBYGGNADSBOLAGET I NORDEN AB CLASS B
FABG FABEGE AB
WIHL WIHLBORGS FASTIGHETER AB
CORE B COREM PROPERTY GROUP (B)
KOJAMO KOJAMO OYJ
CTY1S CITYCON OYJ
NYF NYFOSA AB
SAGAB SAGAX
AURA AURORA EIENDOM
UPM-Kymmene Corporation: Managers’ Transactions (Kekki)
UPM-Kymmene Corporation: Managers’ Transactions (Kekki) UPM-Kymmene Corporation Managers’ Transactions 3 May 2024 at 12:30 EEST UPM-Kymmene Corporation: Managers’ Transactions (Kekki) UPM-Kymmene Corporation has on 3 May 2024 received the following notification: ____________________________________________Person subject to the notification requirementName: Mika KekkiPosition: Other senior managerIssuer: UPM-Kymmene CorporationLEI: 213800EC6PW5VU4J9U64Notification type: INITIAL NOTIFICATION____________________________________________Transaction dat...
UPM-Kymmene Oyj: Johtohenkilöiden liiketoimet (Kekki)
UPM-Kymmene Oyj: Johtohenkilöiden liiketoimet (Kekki) UPM-Kymmene Oyj Johtohenkilöiden liiketoimet 3.5.2024 klo 12.30 UPM-Kymmene Oyj: Johtohenkilöiden liiketoimet (Kekki) UPM-Kymmene Oyj on 3.5.2024 vastaanottanut seuraavan ilmoituksen: ____________________________________________IlmoitusvelvollinenNimi: Mika KekkiAsema: Muu ylin johtoLiikkeeseenlaskija: UPM-Kymmene OyjLEI: 213800EC6PW5VU4J9U64Ilmoituksen luonne: ENSIMMÄINEN ILMOITUS____________________________________________Liiketoimen päivämäärä: 2024-05-03Kauppapaikka ei sovelluInstrumenttityy...
- ABGSC Capital Goods Research
- Anders Idborg
- Karl Bokvist
- Olof Cederholm
VOLV B VOLVO AB CLASS B
WRT1V WARTSILA OYJ ABP
ABB ABB LTD.
SAND SANDVIK AB
TREL B TRELLEBORG AB CLASS B
MOCORP METSO OUTOTEC OYJ
ASSA B ASSA ABLOY AB CLASS B
SKF B SKF AB CLASS B
HPOL B HEXPOL AB CLASS B
ALFA ALFA LAVAL AB
MTRS B MUNTERS GROUP
HEXA B HEXAGON AB
EPI A EPIROC AB
NIBE B NIBE INDUSTRIER AB
ATCO A ATLAS COPCO AB
ALIV SDB AUTOLIV INC.
DSV, 1105 - SHARE BUYBACK IN DSV A/S
DSV, 1105 - SHARE BUYBACK IN DSV A/S Company Announcement No. 1105 On 24 April 2024, we initiated a share buyback programme, as described in Company Announcement No. 1104. According to the programme, the company will in the period from 24 April 2024 until 23 July 2024 purchase own shares up to a maximum value of DKK 1,000 million, and no more than 1,700,000 shares, corresponding to 0.79% of the share capital at commencement of the programme. The programme has been implemented in accordance with Regulation No. 596/2014 of the European Parliament and Council of 16 April 2014 (“MAR”) (save fo...
- Simen Aas
Boozt (Hold, TP: SEK135.00) - Spring/summer sales out of fashion
Q1 earnings missed consensus by 13%, reflecting a weak start to spring/summer sales; however, Boozt reiterated its full-year revenue and EBIT margin guidance. That said, uncertainty is still high (reflected in the wide guidance range), with Nordic consumer confidence still subdued. We reiterate our HOLD but have cut our target price to SEK135 (140) on our lower estimates.
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