A director at Svenska Cellulosa AB SCA bought 1,800,000 shares at 132.397SEK and the significance rating of the trade was 100/100. 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 t...
Past-due real-estate loans have started to come down, with Q1 profit boosted by the recognition of accrued interest revenues. We expect this to trend to continue over time, and see continued upside potential from this, along with our forecast 15–20% average annual total yield. We reiterate our BUY and target price of SEK49.
The main appeal of SCA in our view is its backward-integrated business, with its own forests supplying about 50% of its wood and fibre needs. With the stock priced at a record-high discount to the value of its own forestry business at the same time that SCA offers earnings growth and trades at attractive multiples on our forecasts, we continue to see a compelling investment case. We reiterate our BUY and SEK160 target price.
We reiterate our BUY and EUR11 target price, with only small estimate changes following the Q1 results (which brought stronger orders but softer earnings than we expected). Despite general uncertainties, we continue to view Metso’s end-market exposure, financials and valuation as attractive.
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