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Atlas Copco could see a more modest industrial-driven recovery in 2021 than its peers, with stronger comps in Compression and weaker end-market demand in Industrial. Vacuum should remain a hot property, as fabs continue to add capacity and vacuum is increasingly important to leading-e...
I believe in diversification of my portfolio, and that opportunities lie outside my own region. We all know our backyard best, as such world class companies may be unknown to us when not in our own economic region. The Scandinavian economies are top of OECD on parameters measuring...
Ingersoll Rand has been on a tear in an already-hot industrial sector, with many thematic elements working in the stock's favor. Guidance for 2021 may be conservative, and IR is well-positioned for a short-cycle industrial recovery, as well as further cost synergy upside. M&A ...
ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. Optimism over a return to normal economic activity global...
ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. Optimism over a return to normal economic activity global...
ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. 2020 was a year of monumental progress in renewable energ...
The U.S. diesel genset market is expected to witness a CAGR of 7.2% between 2020 and 2030, with revenue from the sale of diesel generator ((DG)) to rise from $2,187.4M in 2019 to $3,797.6M by 2030 due to the rising number of data centers and growth in construction sector, especially...
Atlas Copco AB (ATLKY) Q3 2020 Earnings Conference Call October 22, 2020 05:00 AM ET Company Participants Hans Ola Meyer - Chief Financial Officer Mats Rahmström - Chief Executive Officer Conference Call Participants Guillermo Peigneux - UBS Max Yates - Credit Suisse Gael De Bray - Deuts...
The following slide deck was published by Atlas Copco AB in conjunction with their 2020 Q3 earnings call. For further details see: Atlas Copco AB 2020 Q3 - Results - Earnings Call Presentation
VAT Group saw third quarter revenue near the high end of management's expectations, but orders were 14% weaker than expected and the book-to-bill came in below 1x. Front-loading of orders is a plausible explanation given customers' need to secure essential components during the pandem...
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