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ABGSC Capital Goods Research ... (+3)
- ABGSC Capital Goods Research
- Anders Idborg
- Karl Bokvist
ABGSC Capital Goods Research ... (+4)
- ABGSC Capital Goods Research
- Anders Idborg
- Karl Bokvist
- Lara Mohtadi
KNEBV
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ABGSC Capital Goods Research ... (+2)
- ABGSC Capital Goods Research
- Karl Bokvist
ABGSC Capital Goods Research ... (+4)
- ABGSC Capital Goods Research
- Anders Idborg
- Karl Bokvist
- Lara Mohtadi
KNEBV
KONE OYJ CLASS B
VOLV B VOLVO AB CLASS B
WRT1V WARTSILA OYJ ABP
ABB ABB LTD.
SAND SANDVIK AB
TREL B TRELLEBORG AB CLASS B
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ABB ABB LTD.
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ALIV SDB AUTOLIV INC.
ABGSC Small Cap Research ... (+2)
- ABGSC Small Cap Research
- Karl Bokvist
BAYN
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ABGSC Capital Goods Research ... (+3)
- ABGSC Capital Goods Research
- Anders Idborg
- Karl Bokvist
ABGSC Capital Goods Research ... (+4)
- ABGSC Capital Goods Research
- Anders Idborg
- Karl Bokvist
- Lara Mohtadi
KNEBV
KONE OYJ CLASS B
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ASSA B ASSA ABLOY AB CLASS B
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ABB ABB LTD.
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TREL B TRELLEBORG AB CLASS B
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ABGSC Capital Goods Research ... (+3)
- ABGSC Capital Goods Research
- Anders Idborg
- Karl Bokvist
ABGSC Capital Goods Research ... (+3)
- ABGSC Capital Goods Research
- Anders Idborg
- Karl Bokvist
ABGSC Capital Goods Research ... (+3)
- ABGSC Capital Goods Research
- Anders Idborg
- Karl Bokvist
ABGSC Capital Goods Research ... (+4)
- ABGSC Capital Goods Research
- Anders Idborg
- Karl Bokvist
- Lara Mohtadi
KNEBV
KONE OYJ CLASS B
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
ALFA ALFA LAVAL AB
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VOLV B VOLVO AB CLASS B
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ABB ABB LTD.
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ABGSC Capital Goods Research ... (+2)
- ABGSC Capital Goods Research
- Karl Bokvist
Douglas Lindahl
- Douglas Lindahl
Beijer Ref (Buy, TP: SEK168.00) - Keep cool and carry on
We view the Q1 results as solid overall given the c5% adj. EBITA beat versus our estimate and consensus, which was mainly driven by stronger profitability. As a result, we have raised our 2025–2027e adj. EBITA by 2% on average. Management appears optimistic about the growth potential in 2025, partly helped by continued positive price effects in the US. We reiterate our BUY and have raised our target price to SEK168 (165), and continue to see Beijer Ref as a strong growth story.
ABGSC Capital Goods Research ... (+2)
- ABGSC Capital Goods Research
- Karl Bokvist
ABGSC Capital Goods Research ... (+3)
- ABGSC Capital Goods Research
- Anders Idborg
- Karl Bokvist
ABGSC Capital Goods Research ... (+2)
- ABGSC Capital Goods Research
- Karl Bokvist
ABGSC Capital Goods Research ... (+4)
- ABGSC Capital Goods Research
- Anders Idborg
- Karl Bokvist
- Lara Mohtadi
KNEBV
KONE OYJ CLASS B
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.
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
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EPI A EPIROC AB
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ATCO A ATLAS COPCO AB
ALIV SDB AUTOLIV INC.
ABGSC Capital Goods Research ... (+2)
- ABGSC Capital Goods Research
- Karl Bokvist
ABGSC Capital Goods Research ... (+4)
- ABGSC Capital Goods Research
- Anders Idborg
- Karl Bokvist
- Lara Mohtadi
KNEBV
KONE OYJ CLASS B
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.
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 ... (+3)
- ABGSC Capital Goods Research
- Anders Idborg
- Karl Bokvist
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