STOCKHOLM (Nyhetsbyr\u00e5n Direkt) Pareto g\u00f6r fem \u00e4ndringar i sin portf\u00f6lj inf\u00f6r september. Alfa Lava, Assa Abloy, Coffee Stain, Hexagon och SCA tas in medan Asmodee, Cheffelo, Metso, Nibe och Paradox \u00e5ker ut.<\/p>\n
Det framg\u00e5r av en analys.<\/p>\n
Alfa Laval bed\u00f6ms ligga bra till inf\u00f6r 2027 med datacenterefterfr\u00e5gan inom Energy och en solid orderbok f\u00f6r pumpar inom Oceans.<\/p>\n
Assa Abloy b\u00f6r enligt banken kunna forts\u00e4tta \u00f6ka resultatet trots en svagare marknad, med en tv\u00e5siffrig r\u00f6relseresultatstillv\u00e4xt som b\u00f6r forts\u00e4tta under kommande \u00e5ret och amerikanska bostadsmarknaden som en option ovanp\u00e5 det.<\/p>\n
Coffee Stain l\u00e4ggs till i portf\u00f6ljen inf\u00f6r sl\u00e4ppet av Valheim 1.0, den enskilt viktigaste h\u00e4ndelsen under bolagets \u00e5r.<\/p>\n
Hexagon inkluderas i en satsning p\u00e5 cyklisk \u00e5terh\u00e4mtning. \u00d6kade produktsl\u00e4pp och en smalare kostnadsbas b\u00f6r inneb\u00e4ra att bolaget \u00e4r v\u00e4lpositionerat n\u00e4r marknaden v\u00e4nder, ordering\u00e5ngen har byggt en stabil bok inf\u00f6r andra halv\u00e5ret och konsensus ser allt f\u00f6r f\u00f6rsiktigt ut f\u00f6r Autonomos Solutions, enligt Pareto.<\/p>\n
SCA:s resultat b\u00f6r enligt banken forts\u00e4tta f\u00f6rb\u00e4ttras in i andra halv\u00e5ret. Konjunkturinstitutets indikatorer steg i juli och augusti f\u00f6r b\u00e5de papper och f\u00f6rpackning samt s\u00e5gverk, ett m\u00f6nster som historiskt f\u00f6ljs av stark kursutveckling.<\/p>\n
Paretos portf\u00f6lj steg 7,9 procent i augusti j\u00e4mf\u00f6rt med benchmarkindexet OMXGI som steg 1,9 procent. Nio av tio aktier i portf\u00f6ljen gick b\u00e4ttre \u00e4n index, fr\u00e4mst Kinnevik, Note, Nibe och Metso. Ensam med att underprestera var Cheffelo.<\/p>\n
Sedan Pareto startade sin portf\u00f6lj i februari 2017 har den stigit 625 procent medan OMXGI-index stigit 173 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 \u00e4ndringar i sin portf\u00f6lj inf\u00f6r september. Alfa Lava, Assa Abloy, Coffee Stain,…\n","protected":false},"author":2,"featured_media":360683,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[65],"tags":[6046,7958,72,13645,34878,70,71,5878,5394,27352,10507,4330,34,31,33,32,30],"class_list":["post-360682","post","type-post","status-publish","format-standard","has-post-thumbnail","category-ekonomi","tag-alfa-laval","tag-assa-abloy","tag-business","tag-cheffelo","tag-coffee-stain","tag-economy","tag-ekonomi","tag-hexagon","tag-nibe","tag-outotec-oyj","tag-paradox-interactive","tag-sca","tag-se","tag-svenska","tag-sverige","tag-sweden","tag-swedish"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@se\/117195984545812634","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/360682","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=360682"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/360682\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media\/360683"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media?parent=360682"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/categories?post=360682"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/tags?post=360682"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}