reports
- Delphine Brault
- Nathan Mietlicki
ODDO : Nous favorisons Metso pour jouer la reprise des investissements...
Nous réinitions la couverture de Metso à Surperformance, Sandvik à Neutre et Epiroc à Sous-performance. Notre scénario 2026 table sur un retour de la croissance des investissements miniers (+6.8%), une reprise progressive des infrastructures (commandes attendues à +7% en organique chez Metso pour Aggregates) et des activités à cycle court (commandes SMM chez Sandvik estimées à +5.5%). Dans ce contexte, nous favorisons Metso pour son meilleur positionnement (pipeline greenfield et infrastructures...
- Delphine Brault
- Nathan Mietlicki
ODDO : We favour Metso to play the recovery of investments in 2026
We reinitiate coverage with Metso at Outperform, Sandvik at Neutral and Epiroc at Underperform. Our 2026 scenario is based on a return to growth in mining investment (+6.8%), a gradual recovery in infrastructure (orders expected to rise by +7% organically at Metso for Aggregates) and short-cycle activities (SMM orders at Sandvik estimated at +5.5%). In this context, we favour Metso for its better positioning (greenfield pipeline and infrastructures) and continued improvement in its profitability...
- Delphine Brault
- Nathan Mietlicki
- Delphine Brault
- Nathan Mietlicki
- ABGSC Retail Research
- Benjamin Wahlstedt
- Fredrik Ivarsson
- ABGSC Capital Goods Research
- Anders Idborg
- Karl Bokvist
- Lara Mohtadi
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.
- ABGSC Capital Goods Research
- Henric Hintze
- Karl Bokvist
- ABGSC Retail Research
- Benjamin Wahlstedt
- Fredrik Ivarsson
- ABGSC Capital Goods Research
- Anders Idborg
- Karl Bokvist
- Lara Mohtadi
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.
- ABGSC Capital Goods Research
- Anders Idborg
- Karl Bokvist
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
8TRA TRATON SE
HEXA B HEXAGON AB
EPI A EPIROC AB
NIBE B NIBE INDUSTRIER AB
ATCO A ATLAS COPCO AB
ALIV SDB AUTOLIV INC.
Swedish Orphan Biovitrum AB: 3 directors
Three Directors at Swedish Orphan Biovitrum AB sold after exercising options/sold 208,150 shares at between 324.800SEK and 324.856SEK. The significance rating of the trade was 75/100. 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 ...
- ABGSC Retail Research
- Fredrik Ivarsson
- ABGSC Retail Research
- Fredrik Ivarsson
- ABGSC Capital Goods Research
- Anders Idborg
- Karl Bokvist
- ABGSC Capital Goods Research
- Anders Idborg
- Karl Bokvist
- ABGSC Capital Goods Research
- Anders Idborg
- Karl Bokvist
- ABGSC Capital Goods Research
- Henric Hintze
- Karl Bokvist
Data presented at ACR Convergence 2025 highlight Sobi’s commitment to ...
Data presented at ACR Convergence 2025 highlight Sobi’s commitment to advancing care across rare and underserved inflammatory conditions NASP data highlight reduction in disease burden among people living with uncontrolled gout Gamifant (emapalumab) data showed response rates in patients with MAS in Still’s disease across MAS subtypes, including in those with recurrent disease Discussion of the first ever international, randomized, multicentre, double-blind, placebo-controlled phase 2 dose finding trial of Vonjo® (pacritinib) in adult patients with VEXAS syndrome WALTHAM, Mass., Oct. 25...
- ABGSC Capital Goods Research
- Henric Hintze
- Karl Bokvist
- ABGSC Healthcare Research
- Georg Tigalonov-Bjerke
- Morten Larsen
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