Investment Manager’s Top Picks: Assa Abloy, Alcadon, Boozt, and Terveystalo
In the latest edition of Börsveckan, top investment manager recommends buying shares in Assa Abloy, Alcadon, Boozt, and the Finnish company Terveystalo. However, a cautious approach is advised for CTT and New Wave.
Assa Abloy continues to show upside potential with its shift to electromechanical locks and acquisition synergies.
Alcadon, after a challenging year, is expected to see brighter days ahead with a strong business and regional mix that provides upside potential in times of declining interest rates.
Terveystalo, the Finnish healthcare group, is attractive due to its defensive profile and improving margins. While not all business areas are at their peak, there is potential for growth through structural improvements.
Boozt has been upgraded from a hold to a buy recommendation. The stock has corrected and underperformed since the previous hold recommendation in the fall of 2023. The magazine sees strong growth opportunities for Boozt in the coming years.
On the other hand, New Wave’s interim report did not show significant positive signs, according to Börsveckan. The focus is on investments and a strong cash flow.
Overall, these investment recommendations provide insight into potential market trends and opportunities for investors. It is important to carefully consider the advice provided and do thorough research before making any investment decisions.