reports
- ABGSC Chemicals Research
- Bengt Jonassen
- Martin Melbye
- Delphine Brault
- Nathan Mietlicki
ODDO : Nous favorisons Metso pour jouer la reprise des investissements...
Nous réinitions la couverture de Metso à Surperformance, Sandvik à Neutre et Epiroc à Sous-performance. Notre scénario 2026 table sur un retour de la croissance des investissements miniers (+6.8%), une reprise progressive des infrastructures (commandes attendues à +7% en organique chez Metso pour Aggregates) et des activités à cycle court (commandes SMM chez Sandvik estimées à +5.5%). Dans ce contexte, nous favorisons Metso pour son meilleur positionnement (pipeline greenfield et infrastructures...
- Delphine Brault
- Nathan Mietlicki
ODDO : We favour Metso to play the recovery of investments in 2026
We reinitiate coverage with Metso at Outperform, Sandvik at Neutral and Epiroc at Underperform. Our 2026 scenario is based on a return to growth in mining investment (+6.8%), a gradual recovery in infrastructure (orders expected to rise by +7% organically at Metso for Aggregates) and short-cycle activities (SMM orders at Sandvik estimated at +5.5%). In this context, we favour Metso for its better positioning (greenfield pipeline and infrastructures) and continued improvement in its profitability...
- Delphine Brault
- Nathan Mietlicki
- Delphine Brault
- Nathan Mietlicki
- ABGSC Capital Goods Research
- Benjamin Wahlstedt
- Fredrik Ivarsson
Borregaard ASA: Issuance of Commercial Paper
Borregaard ASA: Issuance of Commercial Paper Borregaard ASA has issued a commercial paper ISIN NO0013708651 of NOK 100,000,000. Start date: 12 December, 2025Maturity: 12 February, 2026Coupon: 4,43 %Organised by: DNB Carnegie Sarpsborg, 10 December 2025 Contact:CFO, Per Bjarne Lyngstad, +47 952 44 515 This information is subject to the disclosure requirements pursuant to Section 5 -12 of the Norwegian Securities Trading Act.
- ABGSC Capital Goods Research
- Benjamin Wahlstedt
- Fredrik Ivarsson
- ABGSC Capital Goods Research
- Benjamin Wahlstedt
- Fredrik Ivarsson
- ABGSC Chemicals Research
- Bengt Jonassen
- Martin Melbye
- ABGSC Pulp & Paper Research
- Henrik Bartnes
- Martin Melbye
- ABGSC Capital Goods Research
- Anders Idborg
- Karl Bokvist
- Lara Mohtadi
VOLV B VOLVO AB CLASS B
WRT1V WARTSILA OYJ ABP
ABB ABB LTD.
SAND SANDVIK AB
TREL B TRELLEBORG AB CLASS B
MOCORP METSO OUTOTEC OYJ
ASSA B ASSA ABLOY AB CLASS B
SKF B SKF AB CLASS B
HPOL B HEXPOL AB CLASS B
ALFA ALFA LAVAL AB
MTRS B MUNTERS GROUP
HEXA B HEXAGON AB
EPI A EPIROC AB
NIBE B NIBE INDUSTRIER AB
ATCO A ATLAS COPCO AB
ALIV SDB AUTOLIV INC.
- ABGSC Financials Research
- Gustaf Jörgensen
- Magnus Andersson
- Patrik Brattelius
- ABGSC Financials Research
- Gustaf Jörgensen
- Magnus Andersson
- Patrik Brattelius
- Simon Brun
- ABGSC Financials Research
- Fredrik Flørnes Støle
- Gustaf Jörgensen
- Magnus Andersson
- Patrik Brattelius
- Simon Brun
- ABGSC Financials Research
- Fredrik Flørnes Støle
- Gustaf Jörgensen
- Magnus Andersson
- Patrik Brattelius
- Simon Brun
- ABGSC Financials Research
- Gustaf Jörgensen
- Magnus Andersson
- Patrik Brattelius
- ABGSC Strategy Research
- Bengt Jonassen
- ABGSC Financials Research
- Magnus Andersson
- Patrik Brattelius
- Simon Brun
- ABGSC Financials Research
- Magnus Andersson
- Patrik Brattelius
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