reports
- ABGSC IT Research
- Daniel Thorsson
- Simon Granath
- ABGSC Pulp & Paper Research
- Henrik Bartnes
- Martin Melbye
- ABGSC Pulp & Paper Research
- Henrik Bartnes
- Martin Melbye
- ABGSC Pulp & Paper Research
- Henrik Bartnes
- Martin Melbye
- ABGSC IT Research
- Daniel Thorsson
- Simon Granath
- ABGSC Pulp & Paper Research
- Henrik Bartnes
- Martin Melbye
- ABGSC Small Cap Research
- Karl Bokvist
AF B AF POYRY AB CLASS B
INDT INDUTRADE AB
RATO B RATOS AB CLASS B
VIT B VITEC SOFTWARE GROUP AB
HPOL B HEXPOL AB CLASS B
ADDV A ADDVISE GROUP
MCAP MEDCAP
A2DRL9 SDIPTECH AB B
BHG BHG GROUP
ADDT B ADDTECH AB CLASS B
LAGR B LAGERCRANTZ GROUP AB SERIES B
SWEC B SWECO AB CLASS B
SF STILLFRONT GROUP AB
SINCH SINCH AB
VIMIAN VIMIAN GROUP AB
BEIJ B BEIJER REF AB
LIFCO B LIFCO AB
NIBE B NIBE INDUSTRIER AB
INSTAL INSTALCO AB
HTRO HEXATRONIC GROUP AB
ANOD B ADDNODE GROUP AKTIEBOLAG (PUBL)
VESTUM VESTUM AB
EMBRAC B EMBRACER GROUP AB
GREEN GREEN LANDSCAPING GROUP AB (PUBL)
- ABGSC Pulp & Paper Research
- Henrik Bartnes
- Martin Melbye
SCA B SVENSKA CELLULOSA AKTIEBOLAGET CLASS B
STERV STORA ENSO OYJ CLASS R
HUH1V HUHTAMAKI OYJ
RROS ROTTNEROS AB
METSB METSA BOARD OYJ CLASS B
BILL BILLERUDKORSNAS AB
ATC ARCTIC PAPER SA
BRG BORREGAARD
HOLM B HOLMEN AB CLASS B
NPAPER NORDIC PAPER HOLDING
ELO ELOPAK ASA
BRG.B-SE BERGS TIMBER
NSKOG NORSKE SKOG ASA
- ABGSC IT Research
- Daniel Thorsson
- Simon Granath
Svenska Cellulosa AB SCA: 1 director
A director at Svenska Cellulosa AB SCA bought 1,800,000 shares at 132.397SEK and the significance rating of the trade was 100/100. 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 t...
- ABGSC Pulp & Paper Research
- Henrik Bartnes
- Martin Melbye
- ABGSC IT Research
- Daniel Thorsson
- Simon Granath
- ABGSC IT Research
- Daniel Thorsson
- Simon Granath
- Johannes Grunselius
SCA (Buy, TP: SEK160.00) - Quality, growth and forest values
The main appeal of SCA in our view is its backward-integrated business, with its own forests supplying about 50% of its wood and fibre needs. With the stock priced at a record-high discount to the value of its own forestry business at the same time that SCA offers earnings growth and trades at attractive multiples on our forecasts, we continue to see a compelling investment case. We reiterate our BUY and SEK160 target price.
- ABGSC Pulp & Paper Research
- Ali Shemmari
- Martin Melbye
- ABGSC Pulp & Paper Research
- Ali Shemmari
- Martin Melbye
- Stefan Gauffin
- Johannes Grunselius
SCA (Buy, TP: SEK160.00) - Resilient earnings in harsh markets
Given overall deteriorating macroeconomic conditions, combined with worsened FX, we have made significant 15–13% cuts to our 2025–2026e EBITDA. Still, due to the unique backward-integrated business model enabling exceptionally favourable production costs versus most peers, SCA is set to report healthy earnings even in a harsh economic environment. With the stock valued far below our SOTP of SEK240, we see excellent entry points in a unique, quality company. We reiterate our BUY, but have cut our...
- ABGSC IT Research
- Daniel Thorsson
- Simon Granath
- ABGSC Pulp & Paper Research
- Ali Shemmari
- Martin Melbye
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