STOCKHOLM (Nyhetsbyr\u00e5n Direkt) Pareto g\u00f6r fem f\u00f6r\u00e4ndringar i sin portf\u00f6lj inf\u00f6r april. Billerud, Cheffelo, Thule, Securitas och Stille adderas och ers\u00e4tter Getinge, Green Landscaping, Knowit, Mips och Storytel.<\/p>\n
Det framg\u00e5r av ett pressmeddelande.<\/p>\n
Vad g\u00e4ller Billerud noterar Pareto att industriindikatorer b\u00f6rjar stabiliseras vilket antyder att cykeln bottnat ur. Vidare ger h\u00f6jda prisf\u00f6rv\u00e4ntningar och en strukturellt starkare f\u00f6rpackningsmix st\u00f6d f\u00f6r aktien.<\/p>\n
Cheffelo adderas till portf\u00f6ljen inf\u00f6r vad Pareto tror blir en solid kvartalsuppdatering (trading update) fr\u00e5n bolaget. Stark priss\u00e4ttnings- och leveranstrend driver tv\u00e5siffrig organisk tillv\u00e4xt f\u00f6r Cheffelo, noterar Pareto.<\/p>\n
Stille erbjuder stark tillv\u00e4xtvisibilitet, drivet av en robust orderbok och gynnsam produktmix, enligt Pareto.<\/p>\n
Securitas har en motst\u00e5ndskraftig resultatprofil och p\u00e5g\u00e5ende marginalexpansion, och nuvarande v\u00e4rdering \u00e4r inte utmamande efter senaste tidens kursnedg\u00e5ng, noterar Pareto.<\/p>\n
Thule v\u00e4ntas st\u00f6djas av vad Pareto tror p\u00e5 blir en \u00e5terg\u00e5ng till organisk tillv\u00e4xt och marginalf\u00f6rb\u00e4ttringar.<\/p>\n
Paretos portf\u00f6lj var upp 0,34 procent i mars, vilket j\u00e4mf\u00f6rs med OMXGI-index som sj\u00f6nk 7,5 procent. \u00c5tta av de tio aktierna i portf\u00f6ljen \u00f6verpresterade sagna index, fr\u00e4mst Xvivo, Lime och Storytel.<\/p>\n
Sedan lanseringen i februari 2017 har Paretos portf\u00f6lj \u00f6kat med 466 procent, j\u00e4mf\u00f6rt med OMXGI-index som stigit +140 procent.<\/p>\n
B\u00f6rsredaktionen Nyhetsbyr\u00e5n Direkt<\/p>\n
+46 8 5191 7911<\/p>\n
borsdesken.direkt@direkt.se<\/p>\n","protected":false},"excerpt":{"rendered":"STOCKHOLM (Nyhetsbyr\u00e5n Direkt) Pareto g\u00f6r fem f\u00f6r\u00e4ndringar i sin portf\u00f6lj inf\u00f6r april. Billerud, Cheffelo, Thule, Securitas och Stille…\n","protected":false},"author":2,"featured_media":164641,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[65],"tags":[5799,72,13645,70,71,6830,16889,5906,11720,34,3075,16890,6228,31,33,32,30,9177],"class_list":["post-206292","post","type-post","status-publish","format-standard","has-post-thumbnail","category-ekonomi","tag-billerud","tag-business","tag-cheffelo","tag-economy","tag-ekonomi","tag-getinge","tag-green-landscaping-group","tag-knowit","tag-mips","tag-se","tag-securitas","tag-stille","tag-storytel","tag-svenska","tag-sverige","tag-sweden","tag-swedish","tag-thule-group"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@se\/116328333753922844","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/206292","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/comments?post=206292"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/206292\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media\/164641"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media?parent=206292"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/categories?post=206292"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/tags?post=206292"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}