Financial Research & Reports Finder

reports

ABGSC Capital Goods Research ... (+2)

ABGSC Capital Goods Research
Karl Bokvist

BEIJ.B-SE BEIJER REF

3% adj. EBITA beat, strong cash flow

04/23/24 April 23, 2024 1 EN

ABGSC Capital Goods Research ... (+2)

ABGSC Capital Goods Research
Karl Bokvist

BEIJ.B-SE BEIJER REF

Enters US Ref market with sizeable M&A

04/22/24 April 22, 2024 1 EN

ABGSC Capital Goods Research ... (+2)

ABGSC Capital Goods Research
Karl Bokvist

BEIJ.B-SE BEIJER REF

Valuation reflects recovery - HOLD

HOLD (Buy), TP SEK 165 (160), '24e-'26e EBITA down 1-0%; 9% CAGR '23-'26e, Q1 report Tues 23 Apr 12:00 CET

04/15/24 April 15, 2024 1 EN

ABGSC Capital Goods Research ... (+2)

ABGSC Capital Goods Research
Karl Bokvist

NIBE.B-SE NIBE
BEIJ.B-SE BEIJER REF

BEIJ/NIBE: US HVAC - A welcome return to growth

04/12/24 April 12, 2024 1 EN

ABGSC Capital Goods Research ... (+2)

ABGSC Capital Goods Research
Karl Bokvist

BEIJ.B-SE BEIJER REF

US peer Watsco also optimistic on 2024

02/13/24 February 13, 2024 1 EN

ABGSC Capital Goods Research ... (+2)

ABGSC Capital Goods Research
Karl Bokvist

NIBE.B-SE NIBE
BEIJ.B-SE BEIJER REF

BEIJ/NIBE: US HVAC - first sign of improvement?

02/12/24 February 12, 2024 1 EN

ABGSC Capital Goods Research ... (+2)

ABGSC Capital Goods Research
Karl Bokvist

NIBE.B-SE NIBE
BEIJ.B-SE BEIJER REF

BEIJ/NIBE: Positive outlook from Carrier

02/06/24 February 6, 2024 1 EN

ABGSC Capital Goods Research ... (+4)

ABGSC Capital Goods Research
Anders Idborg
Karl Bokvist
Olof Cederholm

NIBE.B-SE NIBE
BEIJ.B-SE BEIJER REF

BEIJ/NIBE: Continued outperformance vs. Daikin

02/06/24 February 6, 2024 1 EN

ABGSC Capital Goods Research ... (+2)

ABGSC Capital Goods Research
Karl Bokvist

BEIJ.B-SE BEIJER REF

Earnings now accompanied by cash flow

Strong FCF, better-than-feared organic sales, '24e-'25e EBITA up 1%, 9% CAGR '23-'26e, keep BUY, TP SEK 160 (145)

01/31/24 January 31, 2024 1 EN

ABGSC Capital Goods Research ... (+2)

ABGSC Capital Goods Research
Karl Bokvist

BEIJ.B-SE BEIJER REF

Demand better, strong FCF, in-line earnings

01/31/24 January 31, 2024 1 EN

ABGSC Capital Goods Research ... (+2)

ABGSC Capital Goods Research
Karl Bokvist

NIBE.B-SE NIBE
BEIJ.B-SE BEIJER REF

BEIJ/NIBE: US HVAC weakness persists in Nov

01/12/24 January 12, 2024 1 EN

ABGSC Capital Goods Research ... (+2)

ABGSC Capital Goods Research
Karl Bokvist

BEIJ.B-SE BEIJER REF

FCF and earnings growth in focus

Q4 due 31 Jan, '23e-'25e adj. EBITA down 0/3/2%; 22% CAGR '22-'25e, Keep BUY, TP SEK 145 unchanged

01/09/24 January 9, 2024 1 EN

ABGSC Capital Goods Research ... (+2)

ABGSC Capital Goods Research
Karl Bokvist

NIBE.B-SE NIBE
BEIJ.B-SE BEIJER REF

BEIJ/NIBE: US HVAC stays weak in October

12/08/23 December 8, 2023 1 EN

ABGSC Capital Goods Research ... (+2)

ABGSC Capital Goods Research
Karl Bokvist

BEIJ.B-SE BEIJER REF

CMD premiere with several positives

12/01/23 December 1, 2023 1 EN

ABGSC Capital Goods Research ... (+2)

ABGSC Capital Goods Research
Karl Bokvist

NIBE.B-SE NIBE
BEIJ.B-SE BEIJER REF

Negative sentiment at the 'KVP' day

11/16/23 November 16, 2023 1 EN

ABGSC Capital Goods Research ... (+2)

ABGSC Capital Goods Research
Karl Bokvist

NIBE.B-SE NIBE
BEIJ.B-SE BEIJER REF

BEIJ/NIBE: US HVAC decelerated further in Sep

11/10/23 November 10, 2023 1 EN

ABGSC Capital Goods Research ... (+4)

ABGSC Capital Goods Research
Anders Idborg
Karl Bokvist
Olof Cederholm

NIBE.B-SE NIBE
BEIJ.B-SE BEIJER REF

Daikin's EMEA ACs/HPs weaken further

11/09/23 November 9, 2023 1 EN

ABGSC Capital Goods Research ... (+2)

ABGSC Capital Goods Research
Karl Bokvist

BEIJ.B-SE BEIJER REF

Carrier/Lennox/AOS Q3 small positive

10/26/23 October 26, 2023 1 EN

ABGSC Capital Goods Research ... (+2)

ABGSC Capital Goods Research
Karl Bokvist

BEIJ.B-SE BEIJER REF

Demand cooling, to heat up in 2024

1% EBITA miss, -4% org. growth, 85% FCF/EBITA, '23e-'25e adj. EBITA down 1-2%; 23% CAGR '22-'25e, keep BUY, TP of SEK 145 (150).

10/24/23 October 24, 2023 1 EN

ABGSC Capital Goods Research ... (+2)

ABGSC Capital Goods Research
Karl Bokvist

BEIJ.B-SE BEIJER REF

Miss on earnings (-1%) and sales, solid FCF

10/24/23 October 24, 2023 1 EN

Almost there...

Are you a professional investor?

Select your country

REGISTER

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

In order to access this report please create an account.

LOGIN

reports

New interest

Email alerts

Save This Search

Email alerts

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

Sign-up for free to access full reports immediately

ResearchPool Subscriptions

Get the most out of your insights

Why subscribe?

How to subscribe

ResearchPool Subscriptions

This report is only available to subscribers

Why subscribe?

How to subscribe