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- ABGSC Capital Goods Research
- Anders Idborg
- Karl Bokvist
- Lara Mohtadi
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- ABGSC Capital Goods Research
- Anders Idborg
- Karl Bokvist
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- ABGSC IT Research
- Daniel Thorsson
- Simon Granath
- ABGSC IT Research
- Daniel Thorsson
- Simon Granath
- ABGSC Healthcare Research
- Sten Gustafsson
- ABGSC Healthcare Research
- Sten Gustafsson
- ABGSC Capital Goods Research
- Anders Idborg
- Karl Bokvist
- Lara Mohtadi
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8TRA TRATON SE
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ALIV SDB AUTOLIV INC.
- ABGSC IT Research
- Daniel Thorsson
- Simon Granath
- ABGSC Healthcare Research
- Sten Gustafsson
- ABGSC IT Research
- Daniel Thorsson
- Simon Granath
- ABGSC Capital Goods Research
- Anders Idborg
- Karl Bokvist
- Lara Mohtadi
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ALIV SDB AUTOLIV INC.
- ABGSC Capital Goods Research
- Anders Idborg
- Karl Bokvist
- Lara Mohtadi
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ALIV SDB AUTOLIV INC.
- ABGSC IT Research
- Daniel Thorsson
- Simon Granath
- 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
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NIBE B NIBE INDUSTRIER AB
ATCO A ATLAS COPCO AB
ALIV SDB AUTOLIV INC.
- 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
ALFA ALFA LAVAL AB
MTRS B MUNTERS GROUP
HEXA B HEXAGON AB
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ALIV SDB AUTOLIV INC.
- Joachim Gunell
Hexagon (Buy, TP: SEK115.00) - Q1 results were a clearing event
Hexagon’s Q2e outlook was better than feared after its Q1 profit warning. We see an attractive risk/reward following the recent sell-off amid: 1) the organic sales growth and earnings momentum story unfolding with defensive traits (albeit bruised); 2) the ‘NewCo’ spin-off crystallising values; 3) new leadership starting on Monday, which should appeal to a broader investor base; and 4) an undemanding valuation on absolute and relative bases, near a historical trough. We reiterate our BUY but have...
- ABGSC IT Research
- Daniel Thorsson
- Simon Granath
- ABGSC IT Research
- Daniel Thorsson
- Simon Granath
- Patrik Ling
Getinge (Buy, TP: SEK250.00) - An in-line report, but global turbulenc...
Reported Q1 earnings were in line with consensus. However, we still believe the turbulent environment with tariffs, huge FX swings and geopolitical uncertainty could hurt the company. We suspect these factors could have a large effect from Q2. The stock market probably read the comments on the global environment as a risk, leading to the sell-off in the stock. We reiterate our BUY and SEK250 target price.
- ABGSC Healthcare Research
- Sten Gustafsson
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