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Kalmar: Industry leader with potential

Kalmar

We initiate coverage of Kalmar as a standalone company. The company is well-positioned to benefit from the megatrends in the industry. Kalmar is a leader in the industry offering good predictability with more opportunities than risk. In the interview, analyst Erkki Vesola summarizes the situation.

Content
00:00 Intro
00:23 What does Kalmar do?
02:08 Market outlook & megatrends
03:33 Improving the market position
06:35 Strategy 
08:07 Financial targets
10:31 Market risk & Kalmar’s risk profile
12:53 Valuation & recommendation

 Read the initiation of coverage report here: https://www.inderes.se/research/kalmar-initiation-of-coverage-cheaply-on-board-the-industry-leader

 

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