reports
- ABGSC Capital Goods Research
- Anders Idborg
- Karl Bokvist
- Olof Cederholm
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.
Sandvik AB: 2 directors
A director at Sandvik AB sold 5,000 shares at 227.800SEK and the significance rating of the trade was 42/100. 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 show...
- ABGSC Capital Goods Research
- Anders Idborg
- Karl Bokvist
- Olof Cederholm
Annual General Meeting of NIBE Industrier AB
Annual General Meeting of NIBE Industrier AB The Annual General Meeting of NIBE Industrier AB (publ) was held on Thursday, May 16, 2024, at NIBE’s new wood stove factory in Markaryd. DividendThe AGM approved the Board’s proposal to pay a dividend of SEK 0.65 per share. The record date for the payment of the dividend is May 20, 2024. Members of the BoardEva Karlsson, Gerteric Lindquist, Hans Linnarson, Anders Pålsson and Eva Thunholm were re-elected to the Board and James Ahrgren and Camilla Ekdahl were newly elected. Hans Linnarson was re-elected as the Chairman of the Board. Auditors...
Årsstämma i NIBE Industrier AB
Årsstämma i NIBE Industrier AB Torsdagen den 16 maj 2024 hölls årsstämma i NIBE Industrier AB (publ) i NIBEs nya brasvärmefabrik i Markaryd. UtdelningStämman beslutade i enlighet med styrelsens förslag att utdelning lämnas med 0,65 kronor per aktie. Avstämningsdag för aktieutdelning är den 20 maj 2024. StyrelseledamöterTill styrelseledamöter omvaldes Eva Karlsson, Gerteric Lindquist, Hans Linnarson, Anders Pålsson och Eva Thunholm samt nyvaldes James Ahrgren och Camilla Ekdahl. Till styrelseordförande omvaldes Hans Linnarson. RevisorerTill revisorer för tiden till slutet av årsstämma...
- ABGSC Capital Goods Research
- Anders Idborg
- Karl Bokvist
- Olof Cederholm
Svagt första kvartal
Svagt första kvartal Stora lagerneddragningar i distributionsleden, fortsatt höga räntor och unikt låg bostadsproduktion – successiv förbättring av efterfrågan förväntas under andra halvåret. Omsättningen minskade med 18,5% till 9 494 Mkr (11 646 Mkr) Justerade rörelseresultatet uppgick till 516 Mkr (1 755 Mkr) Justerade resultatet efter finansnetto uppgick till 184 Mkr (1 654 Mkr) Vinsten per aktie justerad för jämförelsestörande poster uppgick till 0,02 kr (0,63 kr) Översyn av kostnadsmassan på grund av den svaga efterfrågan på den europeiska värmepumpsmarknaden under inledningen av...
Weak first quarter
Weak first quarter Large reductions in inventories at distributors, continued high interest rates and unusually low level of housing production – gradual improvement in demand expected in the second half of the year. Sales decreased by 18.5% to SEK 9,494 (11,646) million Adjusted operating profit amounted to SEK 516 (1,755) million Adjusted profit after net financial items amounted to SEK 184 (1,654) million Earnings per share adjusted for items affecting comparability amounted to SEK 0.02 (0.63) Review of total costs as a result of weak demand in the European heat pump market a...
Swedish Corporate Governance Code
Swedish Corporate Governance Code Following the sudden media debate in recent days, the shareholders named below, in consultation with the Board of Directors, have agreed on the following: NIBE Industrier AB’s Board of Directors will shortly establish a Remuneration Committee and an Audit Committee. In addition, we will ensure that NIBE Industrier AB has a Nomination Committee, with representatives of the major institutional owners, in good time for the 2025 Annual General Meeting. Markaryd, Sweden, May 15, 2024 Gerteric Lindquist, Managing Director and CEO of NIBE Industrier AB, repre...
Svenska bolagsstyrningskoden
Svenska bolagsstyrningskoden Efter de senaste dagarnas plötsligt uppkomna mediala debatt har nedanstående aktieägare i samråd med styrelsen enats om följande; NIBE Industrier ABs styrelse kommer inom kort att inrätta en ersättningskommitté och en revisionskommitté. Vidare kommer vi att tillse att det i god tid inför Årsstämman 2025 finns en valberedning i NIBE Industrier AB med representanter även för de större institutionella ägarna. Markaryd den 15 maj 2024 Nuvarande och tidigare styrelseledamöter och ledning genom Gerteric Lindquist, CEO i NIBE Industrier AB Familjen Schörl...
- Delphine Brault
- Quentin Borie
Assa Abloy : Feedback CMD : une stratégie rodée et réaffirmée
>Des objectifs financiers et une stratégie inchangés - Lors de son CMD, qui s’est tenu hier, Assa Abloy a confirmé, sans surprise, ses objectifs financiers : i/ une croissance du CA de 10% par an sur un cycle complet (5% en organique et 5% via les acquisitions) et ii/ une marge d’EBIT comprise entre 16% et 17%. Dès lors, le groupe prévoit d’atteindre un CA >220 MdSEK et un EBIT >35 MdSEK en 2028, ce qui se compare avec un CA de 144 MdSEK et un EBIT de 22.4 MdSEK ...
- Julian Dobrovolschi
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/15/2024
With 71% of the companies in the Stoxx 600 having released their Q1 2024 results, the picture at this stage is encouraging, with 58% of positive surprises on results. Materials and financials were the sectors that delivered the most positive surprises. If the Q4 2023 earnings season put an end to a downward revision of EPS, the Q1 2024 earnings season has triggered the start of an upward EPS revision, more markedly in the US than in Europe. In terms of sectors, re-rating effects conti...
VIE VEOLIA ENVIRONNEMENT SA
TKA THYSSENKRUPP AG
FGR EIFFAGE SA
HNR1 HANNOVER RUECK SE
GBF BILFINGER SE
CPG COMPASS GROUP PLC
MRK MERCK KGAA
EOAN E.ON SE
ALO ALSTOM SA
GRF GRIFOLS S.A. CLASS A
RWE RWE AG
LEG LEG IMMOBILIEN AG
ASSA B ASSA ABLOY AB CLASS B
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
WLN WORLDLINE SA
GRF.P GRIFOLS S.A. PREF CLASS B
HLAG HAPAG-LLOYD AG
REY REPLY S.P.A.
NEXI NEXI S.P.A.
AZE AZELIS GROUP NV
NCH2 THYSSENKRUPP NUCERA AG & CO.
- Julian Dobrovolschi
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 15/05/2024
Alors que 71% des sociétés du Stoxx 600 ont publié, le bilan est à ce stade positif avec 58% de surprises positives sur les résultats. Matériaux et Financières sont les secteurs ayant apporté le plus de surprises positives. Le consensus – qui avait stoppé sa baisse durant les publications T4-23, est désormais reparti à la hausse, plus nettement aux Etats-Unis qu’en Europe. Sectoriellement, les effets de rerating ont continué de dominer les révisions de BPA. - ...
VIE VEOLIA ENVIRONNEMENT SA
TKA THYSSENKRUPP AG
FGR EIFFAGE SA
HNR1 HANNOVER RUECK SE
GBF BILFINGER SE
CPG COMPASS GROUP PLC
MRK MERCK KGAA
EOAN E.ON SE
ALO ALSTOM SA
GRF GRIFOLS S.A. CLASS A
RWE RWE AG
LEG LEG IMMOBILIEN AG
ASSA B ASSA ABLOY AB CLASS B
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
WLN WORLDLINE SA
GRF.P GRIFOLS S.A. PREF CLASS B
HLAG HAPAG-LLOYD AG
REY REPLY S.P.A.
NEXI NEXI S.P.A.
AZE AZELIS GROUP NV
NCH2 THYSSENKRUPP NUCERA AG & CO.
- Delphine Brault
- Quentin Borie
Assa Abloy : Feedback from the CMD: tried and tested strategy reassert...
>Financial targets and strategy unchanged - At the yesterday’s CMD, Assa Abloy confirmed as expected its financial targets: i/ growth in revenues of 10% per year over a full cycle (5% organic growth and 5% from acquisitions) and ii/ an EBIT margin between 16% and 17%. Thus, group therefore aims to achieve sales of >SEK 220bn and EBIT of >SEK 35bn in 2028, compared with sales of SEK 144bn and EBIT of SEK 22.4bn in the last 12 months.The main growth drivers ar...
- ABGSC Capital Goods Research
- Anders Idborg
- Karl Bokvist
- Olof Cederholm
- ABGSC Capital Goods Research
- Anders Idborg
- Karl Bokvist
- Olof Cederholm
- ABGSC Capital Goods Research
- Karl Bokvist
- Mattias Holmberg
Assa Abloy (Buy, TP: SEK355.00) - 50% rise in EBIT by 2028e
We expect limited share price-moving news, and financial targets to be unchanged (10% sales growth and 16–17% EBIT margin) at Assa Abloy’s CMD, which is set for 14–15 May in Prague. However, as it is on track to reach its 2026 ambition of SEK150bn in sales and SEK25bn in EBIT two years early, we believe it could launch new ambitions for 2028, 2029 or 2030 of cSEK223bn–269bn in sales and cSEK37bn–45bn in EBIT, implying a possible double-digit EBIT CAGR from 2024e. We have made small changes to ou...
Trelleborg AB: 1 director
A director at Trelleborg AB bought 1,600 shares at 36.084USD and the significance rating of the trade was 70/100. 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 ...
ABB et le Groupe Niedax forment une coentreprise pour répondre à la de...
ABB et le Groupe Niedax forment une coentreprise pour répondre à la demande grandissante de systèmes de chemins de câbles en Amérique du Nord Intègre les forces d'ABB et du Groupe Niedax pour offrir une gamme de solutions exhaustive et améliorer la valeur pour le clientAccroît les capacités de fabrication de chemins de câbles en Amérique du Nord pour répondre aux besoins des clients en évolution constanteSe fonde sur des décennies d'innovation pour accélérer la collaboration et le développement de produits ZURICH, Suisse, 08 mai 2024 (GLOBE NEWSWIRE) -- ABB, chef de file en électrificati...
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