{"id":330167,"date":"2026-08-07T18:44:16","date_gmt":"2026-08-07T18:44:16","guid":{"rendered":"https:\/\/www.europesays.com\/se\/330167\/"},"modified":"2026-08-07T18:44:16","modified_gmt":"2026-08-07T18:44:16","slug":"forvaltaren-efter-troax-rusning-fortsatt-stor-potential","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/se\/330167\/","title":{"rendered":"F\u00f6rvaltaren efter Troax rusning: &#8221;Fortsatt stor potential&#8221;"},"content":{"rendered":"<p>Sp\u00e5r ytterligare uppsida <\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">Troax, som s\u00e4ljer omr\u00e5desskydd f\u00f6r inomhusanv\u00e4ndning, har fallit n\u00e4stan 55% de senaste fem \u00e5ren. Bolaget kommer fr\u00e5n en period med svaga resultat. Vinsten per aktie 2025 var n\u00e4stan nere p\u00e5 en tredjedel av toppniv\u00e5n 2021.<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">Bertilsson f\u00f6rklarar att det svaga resultatet beror p\u00e5 att bolaget genomf\u00f6rt omfattande f\u00f6r\u00e4ndringar i fabriksstrukturen samtidigt som de st\u00e4ngt underpresterande enheter och genomf\u00f6rt ett antal st\u00f6rre f\u00f6rv\u00e4rv i n\u00e4rliggande segment.<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">&#8221;Marknaden har haft sv\u00e5rt att ta till sig dessa f\u00f6r\u00e4ndringar, medan v\u00e5r bed\u00f6mning har varit och \u00e4r att bolaget har goda m\u00f6jligheter att p\u00e5 sikt \u00e5terg\u00e5 till historiska r\u00f6relsemarginalniv\u00e5er kring 20%.&#8221;<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">Bolagets r\u00f6relsemarginal \u00e4r idag 8,7%.<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">Aktien steg 37% i juli och Bertilsson ser &#8221;god potential f\u00f6r b\u00e5de stark vinsttillv\u00e4xt och multipelexpansion fram\u00f6ver&#8221;.<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">Troax \u00e4r det femte st\u00f6rsta innehavet i fonden.<\/p>\n","protected":false},"excerpt":{"rendered":"Sp\u00e5r ytterligare uppsida Troax, som s\u00e4ljer omr\u00e5desskydd f\u00f6r inomhusanv\u00e4ndning, har fallit n\u00e4stan 55% de senaste fem \u00e5ren. Bolaget&hellip;\n","protected":false},"author":2,"featured_media":330168,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[65],"tags":[14790,72,70,71,4837,35543,31758,6828,11720,5882,34,6228,31,33,32,30,30018,6091,35544],"class_list":["post-330167","post","type-post","status-publish","format-standard","has-post-thumbnail","category-ekonomi","tag-aktiefonder","tag-business","tag-economy","tag-ekonomi","tag-electrolux-professional","tag-lancelot-sverige-a","tag-lancelot-sverige-b","tag-medicover","tag-mips","tag-ncab-group","tag-se","tag-storytel","tag-svenska","tag-sverige","tag-sweden","tag-swedish","tag-troax","tag-truecaller","tag-vimian"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@se\/117055708611464706","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/330167","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=330167"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/330167\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media\/330168"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media?parent=330167"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/categories?post=330167"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/tags?post=330167"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}