Dometic : Focus Emission

Dometic : Issuance Focus

Neutral x-read to Home Depot's Q2 print

AMD GPUs, Cyber HW refresh, Arista, Auto cycle and more.

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 34 names we followed last week, follow the link below.

2026 AI Capex, HBM Pricing, Auto Semi Recovery, and more.

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 22 names we followed last week, follow the link below.

Husqvarna AB: 1 director

A director at Husqvarna AB maiden bought 20,000 shares at 51.160SEK and the significance rating of the trade was 73/100. 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 c...

Downgrade to HOLD after recent strong run

Sampo plc - Mergers & Acquisitions (M&A), Partnerships & Alliances

Summary Marketline's Sampo plc Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Sampo plc - Mergers & Acquisitions (M&A), Partnerships & Alliances since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a...

H20 ban, TSMC beats, ASML cautious, Auto pull-ins, RAN muted. Our week...

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 4 names we followed last week, follow the link below.

Stronger Q2 results

A de-risked balance sheet

Soft sales but impressive margin

Market improvement bodes for decent Q2

Approaching the turning point, reiterate BUY

Limited revisions post Q1

The worst could be behind us: reiterate BUY

Alimak (Hold, TP: SEK125.00) - Order beat, earnings miss

We view the Q1 results as soft despite strong order growth of 16% organically YOY, with all divisions contributing to the beat. A miss on adj. EBITA was driven by lower sales and a weak Facade Access (FA) margin of 9.5% due to legacy projects and lower utilisation. Alimak stated that investment decisions for new tall buildings would continue to be postponed, and legacy projects phased out through 2025. We reiterate our HOLD, but have cut our target price to SEK125 (140), having lowered our 2025–...

Q1 results at first glance

Q1 results below, CEO to leave end of 2025

TSMC & ASML signals, Auto semi recovery, and more. The Tech Weekly Wra...

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 14 names we followed last week, follow the link below.