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ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Daniel Thorsson
  • Simon Granath
ABGSC Consumer Goods Research ... (+4)
  • ABGSC Consumer Goods Research
  • Alice Beer
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Daniel Thorsson
  • Simon Granath
ABGSC Retail Research ... (+3)
  • ABGSC Retail Research
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
ABGSC Consumer Goods Research ... (+4)
  • ABGSC Consumer Goods Research
  • Alice Beer
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Daniel Thorsson
  • Simon Granath
ABGSC Consumer Goods Research ... (+4)
  • ABGSC Consumer Goods Research
  • Alice Beer
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
ABGSC Consumer Goods Research ... (+4)
  • ABGSC Consumer Goods Research
  • Alice Beer
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
Joachim Gunell
  • Joachim Gunell

Hexagon (Buy, TP: SEK115.00) - Q1 results were a clearing event

Hexagon’s Q2e outlook was better than feared after its Q1 profit warning. We see an attractive risk/reward following the recent sell-off amid: 1) the organic sales growth and earnings momentum story unfolding with defensive traits (albeit bruised); 2) the ‘NewCo’ spin-off crystallising values; 3) new leadership starting on Monday, which should appeal to a broader investor base; and 4) an undemanding valuation on absolute and relative bases, near a historical trough. We reiterate our BUY but have...

ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Daniel Thorsson
  • Simon Granath
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Daniel Thorsson
  • Simon Granath
ABGSC Retail Research ... (+3)
  • ABGSC Retail Research
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
ABGSC Retail Research ... (+3)
  • ABGSC Retail Research
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Daniel Thorsson
  • Simon Granath
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