reports
H & M Hennes & Mauritz AB: 1 director
A director at H & M Hennes & Mauritz AB bought 1,850,000 shares at 153.698SEK and the significance rating of the trade was 67/100. 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...
- Simen Aas
AAK (Buy, TP: SEK360.00) - 2030 targets in focus
We are positive ahead of the CMD, scheduled to begin at 09:00 CET on 26 November, expecting AAK to raise its 2030 EBIT/kg target to >SEK3/kg and reiterate its ambition to outgrow the market in volumes and >10% EBIT growth p.a. We find consensus 2025–2026e EBIT low, at c3–5%, and believe clarity on structural margin improvements would be positive. We also expect focus on capital allocation, with AAK set to be net cash positive in early 2025e. We reiterate our BUY and SEK360 target price.
- 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.
La mission Harmony de l'Agence spatiale européenne aura recours aux in...
La mission Harmony de l'Agence spatiale européenne aura recours aux instruments infrarouges d'ABB ABB va développer un instrument d'imagerie thermique pour équiper la paire de satellites Harmony de l'Agence spatiale européenne, afin d'aider la mission de recherche à recueillir de nouvelles données sur les systèmes dynamiques de la TerreLa technologie d’ABB contribuera à faire progresser la science du climat ainsi qu'à mieux comprendre et prévoir les phénomènes météorologiques extrêmesLa combinaison de l'imagerie thermique et de l'imagerie radar permet de mieux comprendre les flux d'énergie ...
European Space Agency’s Harmony mission to rely on ABB infrared instru...
European Space Agency’s Harmony mission to rely on ABB infrared instruments ABB to develop thermal infrared (TIR) imaging instruments for two European Space Agency Harmony satellites, helping the research mission gather new data on Earth’s dynamic systemsABB technologies will contribute to the advancement of climate science and the understanding and forecasting of extreme weather eventsCombining thermal and radar imagery enables deeper insights into energy fluxes and exchange processes occurring at the ocean-atmosphere interface ZURICH, Nov. 13, 2024 (GLOBE NEWSWIRE) -- ABB has been sele...
- ABGSC Online Gaming Research
- Oscar Rönnkvist
- Simon Jönsson
Stolt-Nielsen Limited Board Declares Interim Dividend of $1.25 per Com...
Stolt-Nielsen Limited Board Declares Interim Dividend of $1.25 per Common Share Stolt-Nielsen Limited Board Declares Interim Dividend of $1.25 per Common Share LONDON, November 7, 2024 – Stolt-Nielsen Limited (Oslo Børs: SNI) announced today that the Company's Board of Directors approved an interim dividend payment of $1.25 per Common Share, payable on December 4, 2024 to shareholders of record as of November 22, 2024. The shares will trade ex-dividend on and after November 21, 2024. For additional information please contact: Jens F. Grüner-HeggeChief Financial OfficerU.K...
ABB et le Groupe NIEDAX annoncent la finalisation de leur coentreprise...
ABB et le Groupe NIEDAX annoncent la finalisation de leur coentreprise avec l’incorporation de Abnex inc. Abnex inc. accroît les capacités de fabrication de chemins de câbles en Amérique du Nord pour répondre aux besoins en évolution constante des clients Mise sur ses produits complémentaires et sur son offre de service pour répondre à la demande grandissante en solutions d’infrastructure électrique MONTRÉAL, 04 nov. 2024 (GLOBE NEWSWIRE) -- ABB a finalisé la avec le Groupe Niedax. La coentreprise Abnex inc. diversifiera les solutions et stimulera les occasions dans un marché nord-amér...
ABB and Niedax Group announce completion of joint venture with the for...
ABB and Niedax Group announce completion of joint venture with the formation of Abnex, Inc. Abnex, Inc. expands North American cable tray manufacturing capabilities to serve evolving customer needsBuilds on complementary product and services offering to meet growing demand for electrical infrastructure solutions MONTREAL, Nov. 04, 2024 (GLOBE NEWSWIRE) -- ABB completed the with Niedax Group. The Abnex, Inc. joint venture (JV) will broaden solutions and advance opportunities in the rapidly growing North American cable management market. Integrating engineering and manufacturing capabilit...
- ABGSC Capital Goods Research
- Anders Idborg
- Karl Bokvist
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.
ABB Underscores Focus on Electrification and Automation With New Brand...
ZURICH--(BUSINESS WIRE)-- ABB introduces new brand positioning “We help industries outrun – leaner and cleaner” underpinning the next phase of the company’s development as a leader in electrification and automation following its successful transformation period. It articulates what ABB wants to be known for in the minds of its customers. This press release features multimedia. View the full release here: (Graphic: Business Wire) The new brand positioning centers around the word “Outrun” and its meaning consists of two parts: Keeping ABB’s partners running consistently at high performance and a...
- ABGSC IT Research
- Nikola Kalanoski
- Simon Granath
- ABGSC IT Research
- Nikola Kalanoski
- Simon Granath
- Martin Arnell
Evolution (Buy, TP: SEK1570.00) - Live casino resilience
We have raised our target price to SEK1,570 (1,550) and reiterate our BUY after signs of stabilising Live revenue growth (c20% YOY at constant FX) and delivery of mitigating factors for the capacity constraints in Georgia. We have fine-tuned our 2025e EPS and expect more execution of the cash distribution and EPS growth case. We are attracted to the expansion story, e.g. the upcoming studio launches in Brazil and the Philippines.
- Simen Aas
AAK (Buy, TP: SEK360.00) - Strong prices lead to good profits
Q3 marked yet another strong quarter for AAK, with EBIT/kg above its 2030 ambition for the fifth quarter in a row along with continue strong volumes growth, especially for its CCF business, driven by cocoa butter alternatives. With cocoa prices still at record highs, we expect AAK to still benefit from this going into 2025. We reiterate our BUY and SEK360 target price.
- ABGSC Food & Beverage Research
- Benjamin Wahlstedt
- Fredrik Ivarsson
- ABGSC Online Gaming Research
- Oscar Rönnkvist
- Simon Jönsson
- ABGSC Food & Beverage Research
- Benjamin Wahlstedt
- Fredrik Ivarsson
- ABGSC Online Gaming Research
- Oscar Rönnkvist
- Simon Jönsson
- Mattias Holmberg
Atlas Copco (Hold, TP: SEK195.00) - A narrow path ahead
The Q3 report was on the soft side, with adj. EBIT 4% below consensus, and the near-term guidance for somewhat weakening customer activity as well as a more uncertain outlook due to global macroeconomics. We have lowered our 2024e adj. EBIT by 2% (2025–2026e are largely unchanged) and continue to find the valuation as fair at a 2025e EV/EBIT of 22x, and reiterate our HOLD and SEK195 target price.
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