24 March 2022

Oil prices above USD 100 are poison for transportation sector

SAF-Holland SE

Target price

 

Recommendation

 

Buy

18 May 2021

Weak Q1 performance vs peers

SAF-Holland SE

Target price

 

Recommendation

 

Buy

25 March 2021

Return on capital employed figures show mismatch to valuation

SAF-Holland SE

Target price

 

Recommendation

 

Buy

13 May 2020

The worst is yet to come

SAF-Holland SE

Target price

 

Recommendation

 

Buy

20 March 2020

The bottom is still not reached! - Aftermarket might help to survive

SAF-Holland SE

Target price

 

Recommendation

 

Buy

16 December 2019

German trailer market decline rates heading to financial crisis levels

SAF-Holland SE

Target price

 

Recommendation

 

Buy

08 November 2019

Expected Q4 loss, sharp dividend cut for FY19 and deteriorating markets

SAF-Holland SE

Target price

 

Recommendation

 

Buy

25 September 2019

Collapsing of important SAF markets puts more pressure on the company

SAF-Holland SE

Target price

 

Recommendation

 

Buy

11 September 2019

Looming macro-picture – 2020 consenus might be too ambitious

SAF-Holland SE

Target price

 

Recommendation

 

Buy

28 March 2019

Geis(inator) to spur profitability

SAF-Holland SE

Target price

 

Recommendation

 

Buy

08 November 2018

10 years of positive free cash flow generation might come to an end – First time since IPO negative FCF

SAF-Holland SE

Target price

 

Recommendation

 

Buy

17 July 2018

Second profit warning within one year

SAF-Holland SE

Target price

 

Recommendation

 

Buy

09 May 2018

Weak set of financials for Q1 2018

SAF-Holland SE

Target price

 

Recommendation

 

Buy

16 April 2018

Weak profitability expected in Q1 18

SAF-Holland SE

Target price

 

Recommendation

 

Buy

16 March 2018

Final 2017 figures not a share price catalyst; Acquisition too expensive

SAF-Holland SE

Target price

 

Recommendation

 

Buy

07 March 2018

‘Best of two worlds’, but only adj. margin of 8-8.5%, headwinds ahead…

SAF-Holland SE

Target price

 

Recommendation

 

Buy