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AB Volvo (publ)

Industrials

Research

  • Buy by micke (10/10/2023)

      A well managed company which should be able to continue to deliver for the foreseeable future. About 62% percent of the business is trucks and 24% construction equipment. Currently the demand is bigger than the production capacity which will probably drive margins higher. Volvo seems to be the best trucking company now. One can also consider if Traton which is more of a turnaround.