ALFVY - Alfa Laval Trading On Par With Other Quality Industrials And Offering A Clean-Tech Kicker

• Alfa Laval offers leverage to eventual recoveries in marine and oil/gas capex, ongoing capex growth in the food/beverage space, and longer-term leverage to cleaner energies like LNG and hydrogen.
• The company doesn't have to make major shifts or investments to participate in LNG, hydrogen, non-dairy milk, or alternative proteins, as the existing equipment portfolio serves those opportunities.
• Near-term expectations for a marine recovery may be too high as Alfa Laval's best leverage isn't to the ship types currently in demand.
• Alfa Laval looks priced on par with other high-quality industrials, and would be a name to reconsider on a pullback.

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