SVNLF News and Press, Svenska Handelsbanken From 08/12/20

As an investor, I have an extensive desire (read: obsession) for control and states of overview both on a very macro level in terms of my portfolio, and also in terms of micro-managing individual company and having quick access to relevant data. Some of this is easily solved by access to fre...

As is well known, the US and Sweden have approached the Covid-19 pandemic in different ways. While the US instituted a shelter-in-place policy , Sweden instead asked its citizens to follow general advice provided by its Public Health Authority , which enabled Sweden's schools and kinderga...

I often write about Swedish Handelsbanken ( SVNLF ) ([[SVNLY]]), the largest bank holding in my entire portfolio. While I've done an introduction and mentioned the bank's overall structure, I've yet to do a deeper dive on why I find the bank to be the most appealing bank in all of Scandinavia ...

In earlier articles, I updated bank thesis using quarterly reports from Swedbank ( SWDBF ), Handelsbanken ( SVNLF ), SEB ( SKVKY ), Nordea ( NRBAY ) and DNB ( DNBHF ). All of these banks reported quite positive results for the second quarter, and while some have reported higher credit losses a...

This week is always one of the more fun ones during summer. With all major Scandinavian banks reporting in during more or less the same week, it promises a busy week, as I have to check and re-check my stances to make certain that everything is still approximately where I expect it to be. Wi...

Svenska Handelsbanken AB (SVNLF) Q2 2020 Earnings Conference Call July 15, 2020, 05:00 AM ET Company Participants Lars Hoglund - Head, IR Carina Akerstrom - President and Group Chief Executive Carl Cederschiold - Group CFO & Executive Director Annika Engler - Head of Group ...

The following slide deck was published by Svenska Handelsbanken AB (publ) in conjunction with their 2020 Q2 earnings Read more ...

In Sweden, the "Big 4", all of which I have in my portfolio, are set to report next week. By the Big 4, I mean Handelsbanken ( SVNLF ), SEB ( SKVKY ), Nordea ( NRBAY ), and of course Swedbank ( SWDBF ). This is going to be somewhat unusual, in that it's going to be a macro-oriented artic...

What interested me when the COVID-19 crisis began was how my very core holdings would fare compared to the broader market and compared to historical trends. By my core holdings, I still mean my Swedish portfolio, as, despite heavy amounts of cash flowing into NA/EU stocks, Swedish stocks sti...

The following slide deck was published by Svenska Handelsbanken AB (publ) in conjunction with their 2020 Q1 earnings Read more ...