reports
Electrolux AB: 1 director
A director at Electrolux AB bought 6,000 shares at 100.487SEK and the significance rating of the trade was 55/100. 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...
- Ebba Bjorklid
Electrolux (Hold, TP: SEK102.00) - Uncertainty and pressure remain
Following the Q4 results, uncertainty remains high on the timing and extent of a demand recovery, possible strategic changes by the new CEO and the effect of potential US tariffs. We reiterate our HOLD, but have raised our target price to SEK102 (92) on lower financial costs, stronger FX tailwinds, and rolling-forward effects.
Lifco AB: 1 director
A director at Lifco AB bought 650 shares at 364.000SEK and the significance rating of the trade was 52/100. 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 showin...
- ABGSC Capital Goods Research
- Karl Bokvist
- Simon Jönsson
- Marcus Develius
Indutrade (Hold, TP: SEK300.00) - Laying the groundwork
Sales growth was 7% (versus consensus of 5%), with a 2% beat versus consensus on EBITA and 6% on EPS. The higher EBITA was driven by improvement in Process, Energy & Water (PE&W) and Technology & Systems Solutions (T&SS), as well as a recovery in Infrastructure & Construction (I&C). The group EBITA margin was flat YOY at 14.6%, in line with our estimate. We have raised our 2025–2026e EBITA by 1% and our target price to SEK300 (290), while we reiterate our HOLD.
- Linus Sigurdson
The weekly navigator
Highlights from the past week were: 1) Kinnevik-owned TravelPerk raised USD200m in an externally led funding round c40% above Kinnevik’s Q3 valuation; 2) we lowered our target price for VEF to SEK2.9 following its Q4 report; while 3) we maintained our SEK68 target price for Flerie, and note recent insider purchases; and 4) VNV reported its Q4 NAV was up 1% QOQ as Voi reached adj. EBIT breakeven.
- Stefan Gauffin
- ABGSC Capital Goods Research
- Karl Bokvist
- Simon Jönsson
- ABGSC Telecom Operators Research
- Oscar Rönnkvist
- Øystein Elton Lodgaard
- Simon Granath
- ABGSC Telecom Operators Research
- Oscar Rönnkvist
- Øystein Elton Lodgaard
- Simon Granath
- ABGSC Construct. & Real Estate Research
- Fredrik Stensved
- Markus Henriksson
- Oscar Lindquist
- ABGSC Construct. & Real Estate Research
- Fredrik Stensved
- Markus Henriksson
- Oscar Lindquist
- ABGSC Telecom Operators Research
- Oscar Rönnkvist
- Øystein Elton Lodgaard
- Simon Granath
- ABGSC Capital Goods Research
- Karl Bokvist
- Simon Jönsson
- ABGSC Construct. & Real Estate Research
- Fredrik Stensved
- Markus Henriksson
- Oscar Lindquist
HUFV A HUFVUDSTADEN AB CLASS A
OLT OLAV THON EIENDOMSSELSKAP ASA
CAST CASTELLUM AB
CATE CATENA AB
DIOS DIOS FASTIGHETER AB
EAST EASTNINE AB
ATRLJ B ATRIUM LJUNGBERG AB CLASS B
A1W9VK PLATZER FASTIGHETER HOLDING AB CLASS B
ENTRA ENTRA ASA
STEF B STENDOERREN FASTIGHETER AB CLASS B
POX PANDOX AB CLASS B
A1T7SE AB SAGAX CLASS B
SBB B SAMHALLSBYGGNADSBOLAGET I NORDEN AB CLASS B
FABG FABEGE AB
NYF NYFOSA AB
FAST A FASTPARTNER AB
K2A B K2A KNAUST & ANDERSSON FASTIGHETER AB
KLARA B KLARABO SVERIGE AB
WIHL WIHLBORG FASTIGHETER AB(PUBL)
BALD B FASTIGHETS AB BALDER
WALL B WALLENSTAM AB
SLP B SWEDISH LOGISTIC PROPERTY AB
PUBLI PUBLIC PROPERTY INVEST
- Linus Sigurdson
The weekly navigator
From the past week, we highlight: 1) we increased our target price for Investor to SEK345 following its Q4 report; 2) VEF reported Q4 NAV down 26% QOQ; 3) Flerie reported NAV down 1.5% QOQ; 4) we hosted an investor lunch with VNV Global; 5) Latour announced its new CFO; and 6) Creades raised its valuation of Klarna.
Invitation to Telenor Group’s results for the fourth quarter 2024
Invitation to Telenor Group’s results for the fourth quarter 2024 Join us for Telenor Group’s results for the fourth quarter 2024 When: Thursday 6 February, 0900 CET / 0800 UKT. To view the webcast, without participating in the live Q&A, please visit: /telenor/q4-2024-results-call or visit Telenor.com/investors The presentation will be available via Webcast only. For media: A separate press meeting will be held at 10.30 CET at Telenor HUB, Snarøyveien 30, Fornebu. The media session will be held in Norwegian. To RSVP, please email:
- Stefan Gauffin
Tele2 (Buy, TP: SEK130.00) - Iliad likely to act on costs
On tougher comparables, we expect slower EBITDA growth YOY in Q4 than in the previous quarters, which could also affect the 2025 guidance. However, in our view, we should also start to see what Iliad can do to improve performance from 2025. We reiterate our BUY and have raised our target price to SEK130 (120).
- ABGSC Construct. & Real Estate Research
- Fredrik Stensved
- Markus Henriksson
- Oscar Lindquist
HUFV A HUFVUDSTADEN AB CLASS A
CAST CASTELLUM AB
CATE CATENA AB
DIOS DIOS FASTIGHETER AB
ATRLJ B ATRIUM LJUNGBERG AB CLASS B
A1W9VK PLATZER FASTIGHETER HOLDING AB CLASS B
POX PANDOX AB CLASS B
A1T7SE AB SAGAX CLASS B
SBB B SAMHALLSBYGGNADSBOLAGET I NORDEN AB CLASS B
FABG FABEGE AB
NYF NYFOSA AB
CIBUS CIBUS NORDIC REAL ESTATE AB
K2A B K2A KNAUST & ANDERSSON FASTIGHETER AB
KLARA B KLARABO SVERIGE AB
WIHL WIHLBORG FASTIGHETER AB(PUBL)
BALD B FASTIGHETS AB BALDER
WALL B WALLENSTAM AB
SLP B SWEDISH LOGISTIC PROPERTY AB
LOGI.B-SE LOGISTEA AB
PRISMA PRISMA PROPERTIES AB
INTEA.B-SE INTEA FASTIGHETER AB
- ABGSC Construct. & Real Estate Research
- Fredrik Stensved
- Markus Henriksson
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