reports
- ABGSC Construct. & Real Estate Research
- Christer Linde
- Julia Sundvall
- Simon Jönsson
Skanska Advanced Technology Expands to Address Data Center and Semicon...
Skanska Advanced Technology Expands to Address Data Center and Semiconductor Markets Redefines Delivery of Advanced Technology Construction Projects with New Centralized and Simplified Model NEW YORK, Sept. 15, 2025 (GLOBE NEWSWIRE) -- Skanska, a leading global development and construction firm, today announced a strategic realignment of its Skanska Advanced Technology (SAT) division, uniting its proven mission-critical infrastructure capabilities with its rapidly growing semiconductor delivery group. This integrated approach positions SAT to better meet rising demand across both sector...
- ABGSC Construct. & Real Estate Research
- Åsne Holsen
- Bengt Jonassen
- ABGSC Construct. & Real Estate Research
- Åsne Holsen
- Bengt Jonassen
- ABGSC Construct. & Real Estate Research
- Julia Sundvall
- Simon Jönsson
- ABGSC Construct. & Real Estate Research
- Julia Sundvall
- Simon Jönsson
- ABGSC Construct. & Real Estate Research
- Fredrik Stensved
- Oscar Lindquist
- ABGSC Construct. & Real Estate Research
- Åsne Holsen
- Bengt Jonassen
- ABGSC Construct. & Real Estate Research
- Fredrik Stensved
- Oscar Lindquist
- Åsne Holsen
- Bengt Jonassen
- ABGSC Construct. & Real Estate Research
- Åsne Holsen
- Bengt Jonassen
- ABGSC Construct. & Real Estate Research
- Åsne Holsen
- Bengt Jonassen
- ABGSC Construct. & Real Estate Research
- Julia Sundvall
- Markus Henriksson
- Simon Jönsson
- Simen Mortensen
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).
- ABGSC Construct. & Real Estate Research
- Fredrik Stensved
- Markus Henriksson
- Oscar Lindquist
- ABGSC Construct. & Real Estate Research
- Julia Sundvall
- Markus Henriksson
- Simon Jönsson
- ABGSC Construct. & Real Estate Research
- Fredrik Stensved
- Markus Henriksson
- Oscar Lindquist
- Simen Mortensen
Norconsult (Hold, TP: NOK48.00) - Q1e EPS risk, but raised 2027e
We see the same risk for Norconsult as its peer Multiconsult; while Q1 officially had 63 working days, we expect revenue output to reflect c61 days, given the two widely taken ‘bridge days’ at the start of January. This, coupled with Norconsult’s more conservative bonus payout schedule (hit Q1 2024 results) point to downside risk of 16% to consensus Q1e, in our view. However, based on updated guidance for the number of workdays in 2027, we have raised our 2027e EPS by c8%, although we reiterate ...
- ABGSC Construct. & Real Estate Research
- Åsne Holsen
- Bengt Jonassen
- ABGSC Construct. & Real Estate Research
- Fredrik Stensved
- Markus Henriksson
- Oscar Lindquist
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