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SSAB AB: 1 director

A director at SSAB AB bought 16,688 shares at 59.920SEK and the significance rating of the trade was 55/100. 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 clearly showi...

Emna Ben Bdira ... (+2)
  • Emna Ben Bdira
  • Maxime Kogge
Emna Ben Bdira ... (+2)
  • Emna Ben Bdira
  • Maxime Kogge
Johannes Grunselius
  • Johannes Grunselius

SSAB (Buy, TP: SEK82.00) - Special steel keeps shining

Due to good volumes and favourable mix at the special steel division, SSAB’s Q1 earnings were above our forecast. Acknowledging escalating macroeconomic risks, the healthy Q1 results and constructive outlook comments highlight SSAB’s unique position and thanks to its large and growing exposure to special and premium steel, the earnings outlook seems more attractive than for most other steel companies. We also like the transformative investments into fossil-free steelmaking, where investor percep...

Jesper Ingildsen
  • Jesper Ingildsen

Carlsberg (Buy, TP: DKK1075.00) - Soft Q1, but with bright spots

We consider the Q1 results slightly on the soft side (with organic volume misses across the board), albeit less so adjusted for the loss of the San Miguel contract. Despite the general weakness, there were a couple of bright spots, including positive commentary on the premium beer market in China. We reiterate our BUY and DKK1,075 target price.

Emna Ben Bdira ... (+2)
  • Emna Ben Bdira
  • Maxime Kogge
Emna Ben Bdira ... (+2)
  • Emna Ben Bdira
  • Maxime Kogge
Emna Ben Bdira ... (+2)
  • Emna Ben Bdira
  • Maxime Kogge
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