reports
- Johan Skoglund
NCAB (Buy, TP: SEK90.00) - Continued strong execution
Following a significant EBITA margin beat in Q1 versus our estimate, we expect Q2 to have seen continued strong profitability and the organic net sales decline start to turn around. NCAB closed two additional acquisitions in May, providing further upside potential even though the stock had already rallied in Q2. We reiterate our BUY and have raised our target price to SEK90 (80).
- Emilie Krutnes Engen
- Håkon Astrup
- Joachim Gunell
- Johan Skoglund
- Mattias Holmberg
- Niclas Gehin
- Ole-Andreas Krohn
- Simen Mortensen
- Stefan Gauffin
ALV AUTOLIV INC.
PEAB B PEAB AB CLASS B
NCC B NCC AB CLASS B
TOM TOMRA SYSTEMS ASA
AFG AF GRUPPEN ASA
CARA CARASENT
PROT PROTECTOR FORSIKRING AS
ASSA B ASSA ABLOY AB CLASS B
SKA B SKANSKA AB CLASS B
VEI VEIDEKKE ASA
BRG BORREGAARD
ENEA ENEA AB
TRUE TRUECALLER AB
NCAB NCAB GROUP AB
- Douglas Lindahl
- Emilie Krutnes Engen
- Håkon Astrup
- Hanna Lindbo
- Joachim Gunell
- Johan Skoglund
- Johannes Grunselius
- Karl-Johan Bonnevier
- Mattias Holmberg
- Nicolas McBeath
- Niklas Wetterling
- Ole Martin Westgaard
- Ole-Andreas Krohn
- Patrik Ling
- Rune Majlund Dahl
- Simen Aas
- Simen Mortensen
- Tomi Railo
GETI B GETINGE AB CLASS B
SSAB A SSAB AB CLASS A
COOR COOR SERVICE MANAGEMENT HOLDING AB
XXL XXL ASA
NCC B NCC AB CLASS B
SEB A SKANDINAVISKA ENSKILDA BANKEN AB CLASS A
CARA CARASENT
AXFO AXFOOD AB
ASSA B ASSA ABLOY AB CLASS B
DOM DOMETIC GROUP AB
BILL BILLERUDKORSNAS AB
NZYM B NOVOZYMES A/S CLASS B
VALMT VALMET CORP
IAR B IAR SYSTEMS GROUP AB
ALIG ALIMAK GROUP AB
POX PANDOX AB CLASS B
PARB PARETO BANK
ESSITY B ESSITY AB CLASS B
SHB SVENSKA HANDELSBANKEN
FABG FABEGE AB
SATS SATS
NEWAB NEW WAVE GROUP
NCAB NCAB GROUP AB
- Johan Skoglund
- Jesper Ingildsen
- Johan Skoglund
- Johannes Grunselius
- Jørgen Lian
- Niclas Gehin
- Ole-Andreas Krohn
- Stefan Gauffin
- Johan Skoglund
NCAB - Initiation of coverage - All (a)board
NCAB is a market leader in trading high-mix, low-volume (HMLV) printed circuit boards (PCBs). With profitable growth and an asset-light balance sheet, it has consistently generated strong shareholder returns and deployed capital in value-creating acquisitions. We believe this is a multi-year story in the making, and initiate coverage with a BUY and SEK75 target price.
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