ABGSC Capital Goods Research | Olof Cederholm | Anders Idborg
12 pages
Q1'24 adj. EBIT 1% and 7% above ABGSCe and consensus. Good pricing, expect flat pricing from here, supports margins. We raise '24e-'26e adj. EBIT by 2-3%, reiterate BUY and SEK 360 TP.
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Author:
ABGSC Capital Goods Research | Olof Cederholm | Anders Idborg
Pages:
12
Q1'24 adj. EBIT 1% and 7% above ABGSCe and consensus. Good pricing, expect flat pricing from here, supports margins. We raise '24e-'26e adj. EBIT by 2-3%, reiterate BUY and SEK 360 TP.
