reports
- Frank Maaø
- Karl-Johan Bonnevier
- Mattias Holmberg
- Niklas Wetterling
- Ole-Andreas Krohn
- Olof Larshammar
- Paul Harper
- Simen Mortensen
- Tomi Railo
- Viktor Trollsten
VOLV B VOLVO AB CLASS B
WRT1V WARTSILA OYJ ABP
SAND SANDVIK AB
ALV AUTOLIV INC.
SOLON SOLON EIENDOM ASA
TYRES NOKIAN RENKAAT OYJ
FLS FLSMIDTH & CO. A/S
NOBI NOBIA AB
TREL B TRELLEBORG AB CLASS B
LUN LUNDIN MINING CORPORATION
CAST CASTELLUM AB
SBO SELVAAG BOLIG AS
DOM DOMETIC GROUP AB
CGCBV CARGOTEC OYJ CLASS B
KCR KONECRANES OYJ
SKF B SKF AB CLASS B
VALMT VALMET CORP
ALIG ALIMAK GROUP AB
ASSAB ASSA ABLOY
ALFA ALFA LAVAL AB
HPOLB HEXPOL
ATCOA ATLAS COPCO
EPI B EPIROC AB CLASS B
SKISB SKISTAR
BOL BOLIDEN AB
ENEA ENEA AB
EPROB ELECTROLUX PROFESSIONAL
NELES NELES
MOCORP METSO OUTOTEC
- Olof Larshammar
VOLV B VOLVO AB CLASS B
WRT1V WARTSILA OYJ ABP
ABB ABB LTD.
ELUX B ELECTROLUX AB CLASS B
SAND SANDVIK AB
HUSQ B HUSQVARNA AB CLASS B
ALV AUTOLIV INC.
TYRES NOKIAN RENKAAT OYJ
VWS VESTAS WIND SYSTEMS A/S
FLS FLSMIDTH & CO. A/S
NOBI NOBIA AB
TOM TOMRA SYSTEMS ASA
TREL B TRELLEBORG AB CLASS B
HEXA B HEXAGON AB CLASS B
DOM DOMETIC GROUP AB
CGCBV CARGOTEC OYJ CLASS B
KCR KONECRANES OYJ
SKF B SKF AB CLASS B
VALMT VALMET CORP
ALIG ALIMAK GROUP AB
ASSAB ASSA ABLOY
NIBEB NIBE INDUSTRIER
ALFA ALFA LAVAL AB
HPOLB HEXPOL
ATCOA ATLAS COPCO
EPI B EPIROC AB CLASS B
VNESDB VEONEER
EPROB ELECTROLUX PROFESSIONAL
NELES NELES
MOCORP METSO OUTOTEC
- Tomi Railo
Metso Outotec (Buy, TP: EUR7.50) - Focus on orders and targets
Ahead of the Q3 results due on 27 October (no details announced), our estimates are unchanged, and we reiterate our BUY and EUR7.5 target price. We recently updated our case (“Higher ambitions”, published on 29 September). Apart from key elements (orders, earnings and outlook), we will focus on potential new financial targets in connection with the report.
- Alexander Aukner
- Ole-Andreas Krohn
- Patrik Ling
- Simen Mortensen
- Tomi Railo
- Tomi Railo
Metso Outotec (Buy, TP: EUR7.50) - Higher ambitions
We have raised our 2020–2022e illustrative clean EBITA by c8% on average. We reiterate our EUR7.5 target price and our BUY. We expect Metso Outotec to announce its new strategy and financial targets during the autumn, revealing higher ambitions, strong earnings, and potential for stock price appreciation.
- Tomi Railo
Metso Outotec (Buy, TP: EUR7.50) - Q2 beat from right sources
Following a pre-release stronger than our estimates and consensus, the full Q2 report showed positive surprises in Minerals’ orders, Minerals and Processing’s clean EBITA and Service sales, and higher cost synergies and faster implementation schedule. We have raised our illustrative 2020–2022e clean EBITA by c10% on average. We reiterate our BUY and EUR7.5 target price.
- Håkon Astrup
- Mats Bye
- Ole-Andreas Krohn
- Rune Majlund Dahl
- Tomi Railo
- Martin Arnell
- Ole-Andreas Krohn
- Patrik Ling
- Tomi Railo
- Tomi Railo
Metso Outotec (Buy, TP: EUR7.50) - Strong Q2 pre-released
Metso Outotec this morning released preliminary Q2 headline results well above our estimates and said this was better than market expectations. There is no detailed consensus (Vara), but orders are 19% above our estimate and clean EBITA 57% above, or c4% and c11% on annual basis, respectively. We expect a very positive share reaction.
- Håkon Astrup
- Niclas Gehin
- Ole-Andreas Krohn
- Simen Mortensen
- Tomi Railo
- Tomi Railo
Metso Outotec (Buy, TP: EUR7.50) - Attractively valued new combination
We initiate coverage of the newly merged Metso Outotec with a BUY and EUR7.5 target price, which suggests c50% upside potential from the current share price. We forecast strong profit growth for 2020–2022, driven by an improved offering in healthy markets and merger synergies. In our view, Metso Outotec is an attractive combination, with healthy financials and potential dividend returns.
- Tomi Railo
Metso Outotec (Buy, TP: EUR7.50) - Attractively valued new combination
We initiate coverage of the newly merged Metso Outotec with a BUY and EUR7.5 target price, which suggests c50% upside potential from the current share price. We forecast strong profit growth for 2020–2022, driven by an improved offering in healthy markets and merger synergies. In our view, Metso Outotec is an attractive combination, with healthy financials and potential dividend returns.
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