Dometic : Focus Emission

Dometic : Issuance Focus

NCC AB: 1 director

A director at NCC AB bought 250,000 shares at 185.543SEK and the significance rating of the trade was 67/100. 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 two years clearly show...

Strong construction margin

A de-risked balance sheet

JM AB: 1 director

A director at JM AB bought 2,140 shares at 140.183SEK and the significance rating of the trade was 68/100. 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 two years clearly showing...

Soft sales but impressive margin

Industry margins save the day

Hit to confidence

Underlying weakness

Approaching the turning point, reiterate BUY

Order beat in Q2?

Limited pre-announced orders

Market to improve ahead

NCC AB - Company Profile and SWOT Analysis

Summary NCC AB - Company Profile and SWOT Analysis, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights NCC AB (NCC) is a provider of construction and property development services. It carries out the construction and development of residential and commercial properties, roads, industrial facilities, public buildi...

Skanska (Buy, TP: SEK255.00) - Volatile miss in Q1

Q1 EBIT missed, as the Residential and Commercial Development divisions had weaker-than-expected results. We have reduced our recovery expectations for these segments due to continued softness in Nordic housing sales and a slow recovery in US commercial property development. However, we still see upside potential in our SOTP-based valuation and reiterate our BUY. Nevertheless, based on our lowered forecasts, we have reduced our target price to SEK255 (270).

Still in a solid position

Solid Construction results

Ready to grow through M&A

Ncc (Buy, TP: SEK210.00) - Slightly larger seasonal losses

The divisional figures were broadly in line, and as usual, Q1 was a seasonal loss due to winter effects in NCC Industry (asphalt operations). EBIT was SEK-170m (14% below our estimate, 10% below Infront consensus). However, given the low season, the Q1 miss had a limited effect – a c1% hit to full-year EPS. We reiterate our BUY and highlight our view that ongoing sold and initiated property developments are likely to drive positive EPS momentum to 2028, but have cut our target price to SEK210 (2...