{"id":302063,"date":"2026-07-10T19:59:39","date_gmt":"2026-07-10T19:59:39","guid":{"rendered":"https:\/\/www.europesays.com\/se\/302063\/"},"modified":"2026-07-10T19:59:39","modified_gmt":"2026-07-10T19:59:39","slug":"analytikernas-favoriter-infor-industrirapporterna-placera-se","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/se\/302063\/","title":{"rendered":"Analytikernas favoriter inf\u00f6r industrirapporterna | Placera.se"},"content":{"rendered":"<p>Fordon tynger<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">I andra \u00e4nden av tabellen finns bolagen med stor exponering mot bilindustrin. <strong>Volvo Cars <\/strong>v\u00e4ntas tappa 12% av f\u00f6rs\u00e4ljningen till 82 miljarder kronor, pressat av prispress, tullar och h\u00e5rd konkurrens. R\u00f6relsemarginalen sp\u00e5s landa p\u00e5 magra 1,4%, att j\u00e4mf\u00f6ra med kompressor- och gruvbolagens niv\u00e5er \u00f6ver 20%. Gapet mellan sektorns b\u00e4sta och s\u00e4msta \u00e4r ovanligt stort.<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\"><strong>SKF <\/strong>v\u00e4ntas krympa marginellt med en marginal p\u00e5 drygt 13%. H\u00e4r riktas blickarna mot fordonssegmentet, eftersom verksamheten under namnet <a class=\"text-primary-90 hover:text-primary-110 underline hover:no-underline\" href=\"https:\/\/www.placera.se\/telegram\/skf-fordonsverksamhetens-namn-blir-skf-vertevo-20260226\" rel=\"nofollow noopener\" target=\"_blank\"><strong>SKF Vertevo<\/strong><\/a><strong> <\/strong>ska noteras separat p\u00e5 Stockholmsb\u00f6rsen i fj\u00e4rde kvartalet. Siffrorna ger en fingervisning om vad det nya bolaget kan vara v\u00e4rt.<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\"><strong>ABB <\/strong>ser ut att minska f\u00f6rs\u00e4ljningen med 7%, men den siffran s\u00e4ger mer om strukturen \u00e4n om efterfr\u00e5gan. Robotverksamheten knoppas av och delas ut till aktie\u00e4garna under andra kvartalet, vilket krymper koncernen. Den underliggande aff\u00e4ren g\u00e5r starkt, med rekordorder fr\u00e5n elektrifiering och datacenter i f\u00f6rsta kvartalet.<\/p>\n","protected":false},"excerpt":{"rendered":"Fordon tynger I andra \u00e4nden av tabellen finns bolagen med stor exponering mot bilindustrin. Volvo Cars v\u00e4ntas tappa&hellip;\n","protected":false},"author":2,"featured_media":302064,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[65],"tags":[4993,6046,5841,72,70,71,3218,6436,34,1159,31,33,32,30,13650,6437,5795],"class_list":["post-302063","post","type-post","status-publish","format-standard","has-post-thumbnail","category-ekonomi","tag-abb","tag-alfa-laval","tag-atlas-copco","tag-business","tag-economy","tag-ekonomi","tag-rapporter","tag-sandvik","tag-se","tag-skf","tag-svenska","tag-sverige","tag-sweden","tag-swedish","tag-trelleborg","tag-volvo","tag-volvo-car"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@se\/116897458796043748","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/302063","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=302063"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/302063\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media\/302064"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media?parent=302063"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/categories?post=302063"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/tags?post=302063"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}