ABGSC Capital Goods Research | Karl Bokvist | Olof Cederholm | Anders Idborg
11 pages
Strong re-rating since mid-'23 along with bottoming PMIs. More evidence of structural change needed to break out of range. Down to HOLD (Buy) with TP of SEK 245 (230).
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Author:
ABGSC Capital Goods Research | Karl Bokvist | Olof Cederholm | Anders Idborg
Pages:
11
Strong re-rating since mid-'23 along with bottoming PMIs. More evidence of structural change needed to break out of range. Down to HOLD (Buy) with TP of SEK 245 (230).
