{"id":305638,"date":"2026-07-15T00:08:48","date_gmt":"2026-07-15T00:08:48","guid":{"rendered":"https:\/\/www.europesays.com\/se\/305638\/"},"modified":"2026-07-15T00:08:48","modified_gmt":"2026-07-15T00:08:48","slug":"skogmans-rapportdom-ericsson-ska-ner-arjo-kan-overraska","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/se\/305638\/","title":{"rendered":"Skogmans rapportdom: Ericsson ska ner \u2013 Arjo kan \u00f6verraska"},"content":{"rendered":"<p>TisdagArjo<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">Medicinteknikbolaget har haft en m\u00e5ng\u00e5rig utf\u00f6rsl\u00f6pa med flera rapporter som svikit marknadens f\u00f6rv\u00e4ntningar.<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">Aktien \u00e4r nu ner 70% p\u00e5 fem \u00e5r, n\u00e5got som lockar Skogman.<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">&#8221;Det ska bli v\u00e4ldigt sp\u00e4nnande att se. De senaste tv\u00e5 \u00e5ren har i princip varje rapport resulterat i ett streck rakt ner och har varit en besvikelse. Men nu b\u00f6rjar man komma till ett st\u00e4lle d\u00e4r <strong>Arjo<\/strong> kan vara intressant p\u00e5 riktigt&#8221;, s\u00e4ger han.<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">&#8221;Om de ska \u00f6verraska p\u00e5 n\u00e5got s\u00e4tt s\u00e5 \u00e4r det p\u00e5 uppsidan. Gillar man bottenfiske tycker jag att man ska tro p\u00e5 Arjo.&#8221;<\/p>\n<ul class=\"list-disc pl-6 my-4\">\n<li value=\"1\" class=\"\"><strong>SKOGMANS KRISTALLKULA: UPP 7% P\u00c5 RAPPORTDAGEN<\/strong><\/li>\n<\/ul>\n<p>Ericsson<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">Samma dag rapporterar en av b\u00f6rsens giganter. Telekomleverant\u00f6ren <strong>Ericsson<\/strong> \u00e4r numera <strong>Stockholmsb\u00f6rsens<\/strong> tolfte st\u00f6rsta bolag sett till marknadsv\u00e4rde.<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">&#8221;Det \u00e4r v\u00e4ldigt kul att se efter tv\u00e5 decennier av gl\u00f6mska. Det har f\u00e5tt rida lite p\u00e5 AI-hajpen&#8221;, s\u00e4ger Skogman.<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">Samtidigt \u00e4r f\u00f6rv\u00e4ntningarna h\u00f6ga (se tabell l\u00e4ngst ner).<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">&#8221;Att Ericsson ska kunna leva upp till det k\u00e4nns sv\u00e5rt. Dessutom har Ericsson alltid r\u00f6rt sig mycket p\u00e5 rapporter, s\u00e5 jag tror att den g\u00e5r ner.&#8221;<\/p>\n<ul class=\"list-disc pl-6 my-4\">\n<li value=\"1\" class=\"\"><strong>SKOGMANS KRISTALLKULA: NER 11% P\u00c5 RAPPORTDAGEN<\/strong><\/li>\n<\/ul>\n<p>Dometic<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">Vi korsar Artillerigatan och g\u00e5r l\u00e4ngs Nybrokajens glittrande vatten, med alla dess b\u00e5tar. Det p\u00e5minner om ett bolag som &#8221;hela branschen sitter och tittar p\u00e5 just nu&#8221;.<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">&#8221;Eftersom det kommer vara f\u00f6rst ut vad g\u00e4ller friluftsbolagen och hur de har g\u00e5tt&#8221;, s\u00e4ger Skogman.<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\"><strong>Dometic<\/strong> utvecklar och tillverkar produkter f\u00f6r husvagnar och b\u00e5tar, som inbyggda kylsk\u00e5p och grillar.<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">&#8221;Deras VD <strong>Juan Vargues<\/strong> har varit positiv och sagt att det ska v\u00e4nda i flera kvartal nu. Men det h\u00e4nder aldrig. I st\u00e4llet \u00e4r aktien p\u00e5 all time low.&#8221;<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">P\u00e5 fem \u00e5r har aktien backat 84% och handlas nu runt 24 kr per aktie. Enligt en f\u00e4rsk enk\u00e4t fr\u00e5n branschorganisationen Svensk Camping uppger 69% av medlemsf\u00f6retagen att bokningsl\u00e4get \u00e4r antingen b\u00e4ttre eller i niv\u00e5 med i fjol, vilket \u00e4r en uppg\u00e5ng fr\u00e5n 55% \u00e5ret innan.<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">&#8221;Det kr\u00e4vs mycket f\u00f6r att Dometic ska upp p\u00e5 sin rapport och eftersom balansr\u00e4kningen varit s\u00e5 fruktansv\u00e4rt d\u00e5lig lurar dessutom en risk f\u00f6r nyemission i bakgrunden. \u00c4nd\u00e5 tror jag att vi kommer bli \u00f6verraskade h\u00e4r&#8221;, s\u00e4ger daytradern.<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">&#8221;Och jag \u00e4r medveten om att jag \u00e4r ute och fiskar p\u00e5 djupt och farligt vatten h\u00e4r.&#8221;<\/p>\n<ul class=\"list-disc pl-6 my-4\">\n<li value=\"1\" class=\"\"><strong>SKOGMANS KRISTALLKULA: UPP 8% P\u00c5 RAPPORTDAGEN<\/strong><\/li>\n<\/ul>\n<p>Avanza<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">&#8221;Handeln i <strong>Avanza<\/strong> har varit helt vansinnig&#8221;, s\u00e4ger Skogman.<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">N\u00e4tm\u00e4klarens aktie har r\u00f6rt sig i kraftiga sv\u00e4ngningar, men \u00e4r allt som allt upp 8% i \u00e5r och handlas till P\/E 22 p\u00e5 rullande tolv m\u00e5nader.<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">&#8221;Levererar de inte det h\u00e4r kvartalet, d\u00e5 kommer de aldrig kunna leverera. Det \u00e4r med tanke p\u00e5 den m\u00e4ngd aff\u00e4rer som har gjorts i amerikanska valutav\u00e4xlingar p\u00e5 <strong>Sivers<\/strong>&#8230;&#8221;<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">Han h\u00e4nvisar till kursraketen som rusade 3 400% p\u00e5 bara tre m\u00e5nader \u2013 f\u00f6r att sedan se aktiekursen halveras.<\/p>\n<p><img alt=\"John Skogman tar en paus p\u00e5 promenaden och stannar till vid stridsvagnen framf\u00f6r Arm\u00e9museum i Stockholm. Foto: Klara Matsdotter\" decoding=\"async\" data-nimg=\"fill\" class=\"rounded-2xl max-w-full\" style=\"position:absolute;height:100%;width:100%;left:0;top:0;right:0;bottom:0;color:transparent\"   src=\"https:\/\/www.europesays.com\/se\/wp-content\/uploads\/2026\/07\/1784074128_90_image.jpeg\"\/>John Skogman tar en paus p\u00e5 promenaden och stannar till vid stridsvagnen framf\u00f6r Arm\u00e9museum i Stockholm.<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">&#8221;Jag tror att Avanza kommer sl\u00e4ppa en groteskt bra rapport. Fr\u00e5gan \u00e4r om samma resultat kan upprepas fram\u00f6ver.&#8221;<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\"><strong>Och kursr\u00f6relsen?<\/strong><\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">&#8221;Det blir nog en \u00f6ppning upp 6% men att den sedan l\u00e4gger sig och st\u00e4nger flat.&#8221;<\/p>\n<ul class=\"list-disc pl-6 my-4\">\n<li value=\"1\" class=\"\"><strong>SKOGMANS KRISTALLKULA: 0% P\u00c5 RAPPORTDAGEN<\/strong><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"TisdagArjo Medicinteknikbolaget har haft en m\u00e5ng\u00e5rig utf\u00f6rsl\u00f6pa med flera rapporter som svikit marknadens f\u00f6rv\u00e4ntningar. Aktien \u00e4r nu ner&hellip;\n","protected":false},"author":2,"featured_media":305639,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[5],"tags":[27460,6511,337,22,23,2982,5264,3908,26,27,17,21,9178,24,25,28,29,5833,15,16,3423,18636,18,34,31,33,32,30,19,20],"class_list":["post-305638","post","type-post","status-publish","format-standard","has-post-thumbnail","category-rubriker","tag-afry","tag-arjo","tag-avanza","tag-breaking-news","tag-breakingnews","tag-cloetta","tag-dometic","tag-ericsson","tag-featured-news","tag-featurednews","tag-headlines","tag-huvudnyheter","tag-john-skogman","tag-latest-news","tag-latestnews","tag-main-news","tag-mainnews","tag-nelly-group","tag-news","tag-nyheter","tag-rapport","tag-rapportperioden","tag-rubriker","tag-se","tag-svenska","tag-sverige","tag-sweden","tag-swedish","tag-top-stories","tag-topstories"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@se\/116921087511211671","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/305638","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=305638"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/305638\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media\/305639"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media?parent=305638"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/categories?post=305638"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/tags?post=305638"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}