Red Sea back to normal, Trump's tariffs and DeepSeek may hinder growth

06/02/25 -"Net sales and comparable operating results were in line with expectations. The order intake surprise should be tempered, as it is partly due to normalisation effects after a weak previous quarter. ..."

Executive summary
Conflict of interest

Pages

Language

English

Published on

06/02/25

Download

You may also be interested by these reports :

14/11/25

Komax

Termination of coverage

14/11/25

Siemens Energy

Siemens Energy’s Q4 results were good, and the group provided updated FY28 targets, which were ahead of street expectations. The demand continues to ...

14/11/25

Idea Kicker

Two months ago, we looked at Investor performance under Trump II. Since Trump’s election, Industrivärden (ADD; Sweden) has followed a very similar ...

14/11/25

Interroll

The change in the target price is due to a change in the analyst covering the stock, complemented by the usage of systematic intrinsic and peer-based ...

EXECUTIVE SUMMARY

Updates

Pension Risks

Target & Opinion

Governance & Management

Business & Trends

Graphics : Momentum

Money Making

Graphics : MACD & Volumes

Debt

Graphics : Sensitivities

Valuation

Sector: Performance

DCF

Sector: Key data

NAV/SOTP

Sector: Ratios & Valorisation

Worth knowing

Sector: Peers

Financials

Sector: Analysis

CONFLICTS OF INTEREST

AlphaValue does not have nor seek any business with companies covered in AlphaValue Research paid by subscription. As a result, investors can be confident that there is no conflict of interest that could affect the objectivity of AlphaValue Research.

Corporate broking

Trading in corporate shares

Analyst ownership

Advising of corporate (strategy, marketing, debt, etc)

Research paid for by corporate

Provision of corporate access paid for by corporate

Link between and a banking entity

Brokerage activity at AlphaValue

Wärtsilä