FLSmidth & Co


Modelling the impact of COVID-19, round 2

24/03/20 -"On top of the earnings revision and its impact on the valuation, we have also factored in a lower dividend for the years to come, particularly in FY20-21. Altogether, this leads to a c.15% lower ..."

Pages
42
Language
English
Published on
24/03/20
You may also be interested by these reports :
13/01/26
Steyr Motors has announced a five-year framework agreement to export a minimum of 750 engines, ensuring €30m in revenue, with potential additional ...

12/01/26
If we were to look up the winners of 2025 in the AV universe, Nordex (REDUCE ; Germany) would be the 5th name from the top, in a list that also ...

06/01/26
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 ...

23/12/25
We are raising our target price by 11%, driven by a 12% increase in our DCF valuation and a 22% increase in our NAV per share. These changes are ...

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 NO
Trading in corporate shares NO
Analyst ownership NO
Advising of corporate (strategy, marketing, debt, etc) NO
Research paid for by corporate NO
Provision of corporate access paid for by corporate NO
Link between and a banking entity NO
Brokerage activity at AlphaValue NO