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28 Aug 2023

Sector top picks post Q2 reports

BHG Group AB (BHG:OME), 0 | Boozt Ab (BOOZT:STO), 0 | Boozt AB (BOOZT:OME), 0 | Lyko Group Ab-A Shares (LYKOA:STO), 0 | Lyko Group AB Class A (LYKO.A:OME), 0 | Yugo Metals Limited (YUG:ASX), 0 | RVRC Holding AB (RVRC:OME), 0 | RugVista Group AB (RUG:OME), 0 | Byggmax Group (BMAX:STO), 0 | Byggmax Group AB (BMAX:OME), 0 | Dometic Group (DOM:STO), 0 | Dometic Group AB (DOM:OME), 0 | Axfood (AXFO:STO), 0 | Axfood AB (AXFO:OME), 0 | Kesko Oyj Class B (KESKOB:HEL), 0 | PANDORA INVESTMENTS PUBLIC (PND:), 0 | PANDORA (PNDORA:CPH), 0 | Pandora A/S (PNDORA:CSE), 0 | Pandora Investments Public Ltd. (PND:CYS), 0 | PANDORA TV Co., Ltd. (202960:KON), 0 | Viva Wine Group AB (VIVA:OME), 0 | Husqvarna (HUSQ-B:STO), 0 | Husqvarna AB Class B (HUSQ.B:OME), 0 | Carlsberg (CARL-B:CPH), 0 | Carlsberg AS Class B (CARL.B:CSE), 0 | Carlsberg Brewery Malaysia Bhd. (2836:KLS), 0 | Royal UNIBREW (RBREW:CPH), 0 | Royal Unibrew A/S (RBREW:CSE), 0

- Benjamin Wahlstedt | Fredrik Ivarsson | Nikola Kalanoski | ABGSC Consumer Goods Research
- 18 pages

Mid- and large caps beat expectations and got paid for it. Small estimate revisions as visibility remains low. Valuations in the sector offer opportunities.

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Sector top picks post Q2 reports

BHG Group AB (BHG:OME), 0 | Boozt Ab (BOOZT:STO), 0 | Boozt AB (BOOZT:OME), 0 | Lyko Group Ab-A Shares (LYKOA:STO), 0 | Lyko Group AB Class A (LYKO.A:OME), 0 | Yugo Metals Limited (YUG:ASX), 0 | RVRC Holding AB (RVRC:OME), 0 | RugVista Group AB (RUG:OME), 0 | Byggmax Group (BMAX:STO), 0 | Byggmax Group AB (BMAX:OME), 0 | Dometic Group (DOM:STO), 0 | Dometic Group AB (DOM:OME), 0 | Axfood (AXFO:STO), 0 | Axfood AB (AXFO:OME), 0 | Kesko Oyj Class B (KESKOB:HEL), 0 | PANDORA INVESTMENTS PUBLIC (PND:), 0 | PANDORA (PNDORA:CPH), 0 | Pandora A/S (PNDORA:CSE), 0 | Pandora Investments Public Ltd. (PND:CYS), 0 | PANDORA TV Co., Ltd. (202960:KON), 0 | Viva Wine Group AB (VIVA:OME), 0 | Husqvarna (HUSQ-B:STO), 0 | Husqvarna AB Class B (HUSQ.B:OME), 0 | Carlsberg (CARL-B:CPH), 0 | Carlsberg AS Class B (CARL.B:CSE), 0 | Carlsberg Brewery Malaysia Bhd. (2836:KLS), 0 | Royal UNIBREW (RBREW:CPH), 0 | Royal Unibrew A/S (RBREW:CSE), 0

Published: 28 Aug 2023
Author: Benjamin Wahlstedt | Fredrik Ivarsson | Nikola Kalanoski | ABGSC Consumer Goods Research
Pages: 18

Mid- and large caps beat expectations and got paid for it. Small estimate revisions as visibility remains low. Valuations in the sector offer opportunities.

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Q2 results at first glance

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Negative currency effects offset at Group level

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Downgrade to HOLD after recent strong run

Companies: Husqvarna (HUSQ-B:STO)Husqvarna AB Class B (HUSQ.B:OME)

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