* Nobia turned, finally, a strong organic growth in the first quarter and together with previous cost-grip this provides a substantial performance boost, says Börsveckan which continues to see “good upside potential “and reiterates its buy recommendation, despite the price rally in the stock.
* Duni received up sales and growth in recent years has led to economies of scale which, together with structural changes strengthened the operating margin. According Börsveckan, who recommends buying is continued acquisition key for the stock.
* engine appears under Börsveckan as undervalued compared to other cyclical large-cap, even if a certain discount is considered justified given the company’s volatile earnings. With several consecutive quarters of profit improvement is a good chance that the risk premium is reduced, which may result in further price increases, and a potential demand enhancement is an added spice to the company that is already showing good earnings growth. The Council’s purchase.
* Fortnox have a really nice position according Börsveckan who believe that today’s profit level, put under pressure of heavy investments, sooner or later likely to increase sharply. The risk is that those who buy now is too early, but the newspaper believes that the stock is still a good holding in the long portfolio.
* Sandvik (purchase) stands out as an interesting investment in the coming year and Börsveckan recommend purchase. The report for the first quarter showed that CEO Olof Faxander measures begin to take effect on profitability and on an improved economic situation in Europe is additional leverage, the newspaper said.
* The same analysis will be the Council to await the Atlas Copco Group. Leverage at an improved European economy are considered less and valuation is significantly higher compared to sector colleague.
* Tieto’s quarterly report contained too many question marks for the paper to be attracted. Up the hill to reach full year targets can be long. The Council will be to renounce the share.
* Course potential of IFS considered to be limited ahead after a price increase of over 50 percent in the past year.
No comments:
Post a Comment