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ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Anders Idborg
  • Karl Bokvist

Alfa Laval AB: 1 director

A director at Alfa Laval AB bought 1,750 shares at 425.600SEK and the significance rating of the trade was 57/100. 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 clearly...

ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Anders Idborg
  • Karl Bokvist
ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Anders Idborg
  • Karl Bokvist
ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Anders Idborg
  • Karl Bokvist
ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Anders Idborg
  • Karl Bokvist
Rune Majlund Dahl
  • Rune Majlund Dahl

Lundbeck (Buy, TP: DKK48.00) - Focus on Vyepti sales

We forecast Q1 sales c0.5% above consensus and an adj. EBITDA margin of 31.3%. We expect the strategic brands sales to rise by 18.3% YOY, including Vyepti sales of DKK913m (c2.2% above consensus). We forecast unchanged 2025 guidance for CER figures. From the pipeline, the FDA AdCom for Rexulti in PTSD is still unscheduled and the PROCEED trial has recently been expanded to additional IV doses. We reiterate our BUY, but have cut our target price to 48 (56).

Mattias Holmberg
  • Mattias Holmberg

Alfa Laval (Buy, TP: SEK515.00) - Marine margin thesis playing out

Alfa Laval had an optically weak quarter, but it was clean in operational performance. Early signs of macro caution emerged through a newly introduced “cost prudence initiative” and repeated comments pointing to softer Marine order intake from Q2, but overall stable demand for the group. Still, margin execution was strong, with Marine reaching 21.8%, confirming our positive thesis in the stock, which is now one of the few in the sector where we expect earnings growth YOY in 2025. We have cut our...

ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Anders Idborg
  • Karl Bokvist
ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Anders Idborg
  • Karl Bokvist
ABGSC Capital Goods Research ... (+3)
  • ABGSC Capital Goods Research
  • Anders Idborg
  • Karl Bokvist
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