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08 Mar 2024

Swedish sector top picks post Q4 reports

RugVista Group AB (RUG:OME), 0 | RVRC Holding AB (RVRC:OME), 0 | Byggmax Group (BMAX:STO), 0 | Byggmax Group AB (BMAX:OME), 0 | Axfood (AXFO:STO), 0 | Axfood AB (AXFO:OME), 0 | Thule Group (THULE:STO), 0 | Thule Group AB (THULE:OME), 0 | BHG Group AB (BHG:OME), 0 | Boozt Ab (BOOZT:STO), 0 | Boozt AB (BOOZT:OME), 0 | Dometic Group (DOM:STO), 0 | Dometic Group AB (DOM:OME), 0 | Electrolux (ELUX-B:STO), 0 | Electrolux Professional AB Class B (EPRO.B:OME), 0 | Electrolux AB Class B (ELUX.B:OME), 0 | Embellence Group AB (EMBELL:OME), 0 | Humble Group AB (HUMBLE:OME), 0 | Husqvarna (HUSQ-B:STO), 0 | Husqvarna AB Class B (HUSQ.B:OME), 0 | Kesko Oyj Class B (KESKOB:HEL), 0 | Lyko Group Ab-A Shares (LYKOA:STO), 0 | Lykos Metals Limited (LYK:ASX), 0 | Lyko Group AB Class A (LYKO.A:OME), 0 | Midsona AB Class B (MSON.B:OME), 0 | Midsona (MSON-A:STO), 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 | Svedbergs i Dalstorp (SVED-B:STO), 0 | Svedbergs Group AB Class B (SVED.B:OME), 0 | Viva Wine Group AB (VIVA:OME), 0

- Benjamin Wahlstedt | Fredrik Ivarsson | ABGSC Consumer Goods Research
- 52 pages

Soft org. growth but strong margin expansion among mid/large caps. E-commerce penetration back to growth. We highlight Axfood, H&M, Rugvista and RVRC as top picks.

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Swedish sector top picks post Q4 reports

RugVista Group AB (RUG:OME), 0 | RVRC Holding AB (RVRC:OME), 0 | Byggmax Group (BMAX:STO), 0 | Byggmax Group AB (BMAX:OME), 0 | Axfood (AXFO:STO), 0 | Axfood AB (AXFO:OME), 0 | Thule Group (THULE:STO), 0 | Thule Group AB (THULE:OME), 0 | BHG Group AB (BHG:OME), 0 | Boozt Ab (BOOZT:STO), 0 | Boozt AB (BOOZT:OME), 0 | Dometic Group (DOM:STO), 0 | Dometic Group AB (DOM:OME), 0 | Electrolux (ELUX-B:STO), 0 | Electrolux Professional AB Class B (EPRO.B:OME), 0 | Electrolux AB Class B (ELUX.B:OME), 0 | Embellence Group AB (EMBELL:OME), 0 | Humble Group AB (HUMBLE:OME), 0 | Husqvarna (HUSQ-B:STO), 0 | Husqvarna AB Class B (HUSQ.B:OME), 0 | Kesko Oyj Class B (KESKOB:HEL), 0 | Lyko Group Ab-A Shares (LYKOA:STO), 0 | Lykos Metals Limited (LYK:ASX), 0 | Lyko Group AB Class A (LYKO.A:OME), 0 | Midsona AB Class B (MSON.B:OME), 0 | Midsona (MSON-A:STO), 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 | Svedbergs i Dalstorp (SVED-B:STO), 0 | Svedbergs Group AB Class B (SVED.B:OME), 0 | Viva Wine Group AB (VIVA:OME), 0

Published: 08 Mar 2024
Author: Benjamin Wahlstedt | Fredrik Ivarsson | ABGSC Consumer Goods Research
Pages: 52

Soft org. growth but strong margin expansion among mid/large caps. E-commerce penetration back to growth. We highlight Axfood, H&M, Rugvista and RVRC as top picks.

More Content

More Content

A defensive gem in recovery mode

Companies: Axfood (AXFO:STO)Axfood AB (AXFO:OME)

Strong growth in the two largest divisions

Companies: Electrolux AB Class B

Jewellery in jeopardy

Companies: PANDORA (PNDORA:CPH)Pandora A/S (PNDORA:CSE)

Negative currency effects offset at Group level

Companies: Husqvarna AB Class B

Not all savings are in run-rate margins yet

Companies: Bygghemma Group First Ab (BHG:STO)BHG Group AB (BHG:OME)

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