Börsveckan analyzes eleven investment in the latest release. The magazine will find four köpvärda companies and seven companies, the Council may await.
Köpråden terms Investor, Kinnevik, Latour and Lundbergs. Furthermore, leaving the newspaper’s portfolio unchanged this week.
Take back Fredrik Lundberg. Financier has emerged as one of Sweden’s foremost investors in recent years. Besides, he has strengthened the grip of the Handelsbanken sphere and Industrivärden so goes its own investment company Lundbergs really good. Börsveckan think Lundbergs will continue beating the index and köprådet remains.
Börje Ekholm leave the CEO position at the Investor on top. The company’s fine performance with a total return that outperformed index for many years, has good chances to persist under new management. The magazine looks much that speaks for a good development this year and recommend the purchase.
Ratos is a step behind. A good basic principle when it comes to investment companies has been to aim for those with active owners and happily a large element of unlisted. In recent years, however, the large, more management-oriented companies did best and the pattern is likely to continue for some time yet. Börsveckan believe that the stock is fully valued and the Council will wait.
The stable mixed investment company Latour get buying advice. The share is definitely an option for long-term savings portfolio. The share is trading at a discount to NAV of 19 per cent and the portfolio is managed cost-effectively.
It takes a positive view of Mycronic to be buying Bure share. Mycronic account for almost half of Bure’s portfolio. The newspaper has not Mycronic as one of their favorites on the stock exchange and therefore awaiting with Bure.
Kinnevik traded again to the discount to NAV. The company develops operating well and the major holdings in the Internet sector is exciting. The share is interesting as it once traded with discount to NAV. Börsveckan gives buying advice for the stock.
There is turbulent in the lead but stable portfolio of Industrivärden. Despite a recovery so far this year, lagging Industrivärden for many of the Exchange’s investment company. The newspaper believes that the pattern is made up and are hesitant to share.
Melker Schörling traded unjustified to net premium. Half of the portfolio consists of the Hexagon and the remainder of the portfolio is also listed. The risk has increased in Hexagon, consider Börsveckan awaiting with Melker Schörling share.
Traction has gone wrong. The portfolio has been weak and the newspaper looks much more interesting options in the sector. The Council will therefore await the share.
Börsveckan are a little reluctant to Öresund’s portfolio and decide to postpone the share. The discount is only 3 percent. Sound vacuums also market shares in Svolder and it is unclear how the Sound to act on Svolder’s AGM in November. The magazine advises wait even for Svolder.
No comments:
Post a Comment