Kepler Cheuvreux believes that the news on both the ceo-the change in the and dismemberment of Atlas Copco is positive.
The best of Atlas Copco’s mining and byggverksamheter (which had the working title of Newco), with a breakdown is that they can henceforth grow of its own momentum after their wins so far probably has been used to build up vakuumverksamheten in another part of the group.
It writes Kepler Cheuvreux in a comment for Atlas Copco’s uppdelningsbesked and the subsequent press and analyst conference.
“Ronnie [Leten] said during the conference that he has not stopped some business, but the focus has not been on trying to expand the end-markets through acquisitions,” notes by a by client letters.
Further stated that the timing of the decision is interesting, in a positive sense: “the Mining will most likely be the focus next year and the project should come back”, is called it in the commentary, where it is noted that the mining industry will account for about two-thirds of the “Newco”.
Even the president-the spoils get good score and likely to be popular even in-house at Atlas Copco.
in Respect Sandvik, whose share as well as Atlas Copco were among the few that step on Monday, believes Kepler Cheuvreux Atlas Copco-the news is positive, because in the event of positive marknadsreaktion can be assumed to stimulate also the competitor to decide on something similar.
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