{"id":98049,"date":"2025-12-05T14:50:15","date_gmt":"2025-12-05T14:50:15","guid":{"rendered":"https:\/\/www.europesays.com\/se\/98049\/"},"modified":"2025-12-05T14:50:15","modified_gmt":"2025-12-05T14:50:15","slug":"volvo-far-koprek-pa-bofas-verkstadslista-for-2026-epiroc-och-assa-abloy-far-underperform","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/se\/98049\/","title":{"rendered":"Volvo f\u00e5r k\u00f6prek p\u00e5 BofA:s verkstadslista f\u00f6r 2026 &#8211; Epiroc och Assa Abloy f\u00e5r underperform"},"content":{"rendered":"<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">Bank of America har sammanst\u00e4llt en lista p\u00e5 europeiska verkstadsbolag inf\u00f6r 2026, med ett par favoriter, och ett par som kan undvikas. Med p\u00e5 listan \u00e4r ett antal svenskar.\n <\/p>\n<p>BofA v\u00e4ntar sig att starka capex-investeringar breddas med en europeisk kortcykel- och bygg\u00e5terh\u00e4mtning 2026, vilket driver en eps-tillv\u00e4xt p\u00e5 19 procent. Sektorns v\u00e4rdering p\u00e5 13 g\u00e5nger ev\/ebita bed\u00f6ms som attraktiv trots en premie mot snittet 2010\u20132019. Siemens och Siemens Energy \u00f6vertygar mest bland aktierna p\u00e5 listan.\n <\/p>\n<p>Inom Large Cap-segmentet lyfts Volvo, Siemens, Siemens Energy och Schneider Electric fram som attraktiva val. Inom Small och Mid Cap-segmentet gillas SKF, Nibe, W\u00e4rtsil\u00e4, Weir och Kion. Bland aktierna som b\u00f6r undvikas lyfts Alfa Laval, Assa Abloy, Epiroc, Traton, Trelleborg och Vestas fram.\n <\/p>\n<p>Assa Abloy, Epiroc, Alfa Laval och Vestas har rekommendationen underperform p\u00e5 grund av svagare utsikter i respektive slutmarknader. Assa Abloy v\u00e4ntas tyngas av fortsatt svag amerikansk bostadsbyggnation under f\u00f6rsta halv\u00e5ret 2025, medan Epiroc bed\u00f6ms m\u00f6ta marginalpress som inte \u00e5terspeglas i v\u00e4rderingen. Alfa Laval v\u00e4ntas se l\u00e4gre orderintag fr\u00e5n marinsektorn och Vestas p\u00e5verkas av politisk och tullrelaterad os\u00e4kerhet i USA.\n <\/p>\n<p>Siemens, Siemens Energy, Schneider och Volvo f\u00e5r k\u00f6prekommendation med h\u00e4nvisning till starka tematiska och cykliska drivkrafter. Volvo lyfts fram f\u00f6r ett bottenl\u00e4ge i lastbilar samt f\u00f6rdel av amerikanska tullar.<br \/>\n <br class=\"col-start-2\"\/><\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">newsroom@finwire.se<br \/>\n <br class=\"col-start-2\"\/><br \/>\n Nyhetsbyr\u00e5n Finwire<\/p>\n","protected":false},"excerpt":{"rendered":"Bank of America har sammanst\u00e4llt en lista p\u00e5 europeiska verkstadsbolag inf\u00f6r 2026, med ett par favoriter, och ett&hellip;\n","protected":false},"author":2,"featured_media":77249,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[65],"tags":[72,70,71,34,31,33,32,30],"class_list":{"0":"post-98049","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-ekonomi","8":"tag-business","9":"tag-economy","10":"tag-ekonomi","11":"tag-se","12":"tag-svenska","13":"tag-sverige","14":"tag-sweden","15":"tag-swedish"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@se\/115667522263536791","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/98049","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=98049"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/98049\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media\/77249"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media?parent=98049"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/categories?post=98049"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/tags?post=98049"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}