View 
FILTERS (0)
* Not connected to ResearchPool

MORE FILTERS

   reports
ABGSC Investment Companies Research ... (+2)
  • ABGSC Investment Companies Research
  • Derek Laliberté
PREMIUM
INDU.C-SE Industrivä...

Valuation more palatable, solid portfolio outlook

Q1 in line with ABGSCe. HOLD: P/NAV valuation remains a tad rich, but we have a positive bottom-up view.

INDU.C-SE INDUSTRIVäRDEN
04/08/24 April 8, 2024 1 EN
ABGSC Investment Companies Research ... (+2)
  • ABGSC Investment Companies Research
  • Derek Laliberté
PREMIUM
INDU.C-SE Industrivä...

P/NAV at highest level for 2.5 years

Q4 and DPS in line with ABGSCe. HOLD: discount near all-time low levels but we abstain from SELL due to positive bottom-up view.

INDU.C-SE INDUSTRIVäRDEN
02/02/24 February 2, 2024 1 EN
ABGSC Investment Companies Research ... (+2)
  • ABGSC Investment Companies Research
  • Derek Laliberté
PREMIUM
INDU.C-SE Industrivä...

Value-tilted portfolio still in good shape

Q3 in line with ABGSCe. NAV outlook remains attractive. HOLD: positive bottom-up view, P/NAV a tad high.

INDU.C-SE INDUSTRIVäRDEN
10/06/23 October 6, 2023 1 EN
ABGSC Investment Companies Research ... (+2)
  • ABGSC Investment Companies Research
  • Derek Laliberté
PREMIUM
INDU.C-SE Industrivä...

P/NAV valuation on the high side

Q2 in line with ABGSCe. NAV outlook still attractive. HOLD: positive bottom-up view, but stretched valuation.

INDU.C-SE INDUSTRIVäRDEN
07/06/23 July 6, 2023 1 EN
ABGSC Investment Companies Research ... (+2)
  • ABGSC Investment Companies Research
  • Derek Laliberté
PREMIUM
INDU.C-SE Industrivä...

Attractive NAV outlook, valuation fair

Q1 in line with ABGSCe. NAV outlook remains attractive. HOLD: positive bottom-up view, valuation reasonable.

INDU.C-SE INDUSTRIVäRDEN
04/05/23 April 5, 2023 1 EN
New interest

Save your current filters as a new Interest

Please enter a name for this interest
Save

Email alerts

Would you like to receive real-time email alerts when a new report is published under this interest?

Save This Search

These search results will show up under 'Saved searches' in the left panel

Please enter a name for this saved search
Save

ResearchPool Subscriptions

Get the most out of your insights

Get in touch