contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
      researchContentUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


sandvik-completes-the-acquisition-of-pro-micron-gmbh

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Sandvik is a global industrial group. The company specializes in the development, manufacture and further marketing of metalworking products, machines and tools for rock mining, stainless materials, special alloys, high-temperature materials and process systems. The company was originally founded in 1862 and operates on a global scale. Sandvik's headquarters are located in Stockholm.

Sandvik’s order books have swelled and business is going nicely, but the result apparently fell a bit short of expectations and profitability is still lagging behind the target. The mining side is doing well, at least.  https://x.com/zijoittaja/status/1980211777364435193     Here is the actual press release            mb.cision.com              3731210.pdf    1594.76 KB

Tomorrow is Sandvik’s Q2 release, and from what I’ve followed the company, it has always performed well when mineral prices are high. Mining activity is almost directly proportional to raw material prices, and therefore I expect excellent results and bright prospects. The sector should not be significantly affected by the economic slowdown at the moment. The second quarter also saw that exceptionally large order to the US, which was mentioned in the previous message. Also noteworthy is that Sandvik is constantly recruiting a large number of additional employees in Finland, which speaks volumes about the outlook. Clearly the most significant competitor, Epiroc, will release its own results on Friday. It will probably be good as well.

A small part of Sandvik, but it shows that leading expertise in the field is developed in Finland.

Kauppalehti’s article on Sandvik’s results.                   Tärkeimmät talousuutiset | Kauppalehti              Kauppalehti    Tärkeimmät ajankohtaiset talousuutiset, pörssikurssit ja kattavat sijoittajapalvelut löydät Kauppalehdestä.                             let’s also add a link to the earnings report itself → https://www.home.sandvik/siteassets/investors/reports--presentations/interim-reports/2024/interim-report-q3-2024.pdf

I personally like looking at the EV/revenue multiple (though maybe even too much). The Swedes are the most expensive; Metso is cheaper than them. The American Terex is then about a third cheaper than Metso, and Robit is even cheaper than that. But the Inderes analyst’s mention that Metso is cheaper than its peers isn’t true, at least not with the EV/revenue multiple. Terex did issue a profit warning in September, which was also considered negative for the Swedes…           Dagens industri – 20 Sep 24              Ålandsbanken: Terex prognossänkning negativt för Sandvik…    New York-noterade Terex, en tillverkare av materialbearbetningsmaskiner och arbetsplattformar, sänkte under torsdagen sin helårsprognos för försäljningen och…                             Crushers,  Metso’s are not the most energy-efficient here…  https://proguideroller.com/best-cone-crushers/ Most Energy Efficient  TC84XR – Weir TGS420 – Terex TG1020 – Terex CS660 – Sandvik HP900 – Metso  Based on power consumption vs. capacity

Sandvik interim report Q3/2024 today at 14:00. Link to Sandvik webcast:                  sandvik.creomediamanager.com              Creo Live

I have noticed the same thing; apparently, this is very common in the mining and rock excavation industry. Especially when compared to competing Swedish companies, such as Epiroc and Atlas Copco. Sandvik acquisitions → Acquisitions  Atlas Copco → Acquisitions and divestments  Epiroc → https://www.epirocgroup.com/en/investors/acquisitions-and-divestments

Sandvik

Sandvik has completed the previously announced acquisition of pro-micron GmbH, a German-based supplier of sensorised tools and automation software. The company will be reported in Sandvik Coromant...

<div class="abstract"><p>Sandvik has completed the previously announced acquisition of pro-micron GmbH, a German-based supplier of sensorised tools and automation software. The company will be reported in Sandvik Coromant, a division within Sandvik Manufacturing and Machining Solutions.</p></div><p>Pro-micron, founded in 2002 has around 56 employees and is headquartered in Kaufbeuren, Bavaria, Germany. In 2022, the company generated revenues of about SEK 88 million. The impact on Sandvik's EBITA margin and earnings per share will be limited.</p><p>Stockholm, February 2, 2024<br>Sandvik AB</p><p>For further information, contact Louise Tjeder, VP Investor relations, phone: +46 (0) 70782 6374 or Johannes Hellström, Press and Media Relations Manager, phone: +46 (0) 70721 1008</p>