Pareto uppdaterar sin svenska m\u00e5nadsportf\u00f6lj inf\u00f6r augusti genom att ta in Asmodee, Kinnevik, Nibe och Paradox Interactive. Samtidigt l\u00e4mnar Beijer Alma, Eastnine, Bilia och Mips portf\u00f6ljen.\n <\/p>\n
Pareto r\u00e4knar med ytterligare ett starkt kvartal fr\u00e5n Asmodee och bed\u00f6mer att bolagets vinsttillv\u00e4xt och m\u00f6jligheter till f\u00f6rv\u00e4rv inte \u00e5terspeglas fullt ut i v\u00e4rderingen. Kinnevik tas in efter att substansv\u00e4rdet \u00f6kade med 6 procent under det andra kvartalet j\u00e4mf\u00f6rt med f\u00f6reg\u00e5ende kvartal. Samtidigt handlas aktien med en rabatt p\u00e5 51 procent mot substansv\u00e4rdet.\n <\/p>\n
Nibe inkluderas mot bakgrund av en \u00e5terh\u00e4mtning i efterfr\u00e5gan p\u00e5 v\u00e4rmepumpar. Pareto prognostiserar en tillv\u00e4xt p\u00e5 8 procent inom Climate Solutions under det andra kvartalet. Paradox tas in inf\u00f6r en v\u00e4ntat stabil rapport, d\u00e4r nytt inneh\u00e5ll bed\u00f6ms lyfta oms\u00e4ttningen med 18 procent p\u00e5 \u00e5rsbasis.\n <\/p>\n
Portf\u00f6ljen inkluderar sedan tidigare Atlas Copco, Cheffelo, Metso, Note, Nordrest och SKF.\n <\/p>\n
Portf\u00f6ljen steg 7,67 procent i juli, medan j\u00e4mf\u00f6relseindex OMXGI \u00f6kade med 2,21 procent. Det motsvarar en \u00f6veravkastning p\u00e5 5,47 procentenheter.\n <\/p>\n
Sedan starten i februari 2017 har portf\u00f6ljen stigit med 573 procent, j\u00e4mf\u00f6rt med 168 procent f\u00f6r index.
\n
<\/p>\n
Samuel Alaei
\n
\n Nyhetsbyr\u00e5n Finwire<\/p>\n","protected":false},"excerpt":{"rendered":"Pareto uppdaterar sin svenska m\u00e5nadsportf\u00f6lj inf\u00f6r augusti genom att ta in Asmodee, Kinnevik, Nibe och Paradox Interactive. Samtidigt…\n","protected":false},"author":2,"featured_media":324777,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[65],"tags":[7960,5841,14769,11596,72,13645,15203,70,71,6151,11720,5394,13705,4531,27352,10507,34,1159,6137,31,33,32,30],"class_list":["post-324776","post","type-post","status-publish","format-standard","has-post-thumbnail","category-ekonomi","tag-asmodee","tag-atlas-copco","tag-beijer-alma","tag-bilia","tag-business","tag-cheffelo","tag-eastnine","tag-economy","tag-ekonomi","tag-kinnevik","tag-mips","tag-nibe","tag-nordrest","tag-note","tag-outotec-oyj","tag-paradox-interactive","tag-se","tag-skf","tag-skf-a","tag-svenska","tag-sverige","tag-sweden","tag-swedish"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@se\/117032343810240560","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/324776","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=324776"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/324776\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media\/324777"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media?parent=324776"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/categories?post=324776"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/tags?post=324776"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}