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Our key long ideas are: Alfa Laval, Hexagon, Metso, Sandvik, Volvo. We are cautious on: Autoliv, Nibe, Wärtsilä
Important to be aligned with strategic sectors. Difficult to turn around areas with high overcapacity, and property. Cost, subsidies & lower margins – China will offer the lowest price.
The Q1 reports proved that sector companies could maintain record-high margins despite volume declines.
Better Q1 on higher profitability. Unchanged FY guidance limits earnings revisions. Maintain SELL, but increase TP on higher target multiple.
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