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Q1 trends, estimates, valuation and top picks

Companies: VOLVB MTRS SAND SKFB ASSAB ALFA ABB TRELB KNEBV METSO TRELB ATCOA NIBEB HEXAB SAND ASSAB VOLVB ALFA MTRS SKFB EPIA ALV

Q1 confirms Kone powering ahead despite weak China

Companies: KONE Oyj Class B

Overlooked niche player, Initiating coverage with BUY

Companies: Semperit AG Holding (SEM:WBO)Semperit AG Holding (0G29:LON)

Another strong report

Companies: CHRISTIAN BERNER TECH TRADE (CBTTB:STO)Berner Industrier AB Class B (BERNER.B:OME)

Machine humming again

Companies: KONE Oyj Class B

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