Morning Comment Sweden-06/17/2026

研报英文原文证据摘录

Morning Comment Sweden-06/17/2026

Morning Comment Sweden

17 JUN 2026

Today’s research focus S&P 500 intraday

7,570

• ATCO.A - Atlas Copco - Buy, TP SEK 220 (205): We expect a sequential

uptick in Vacuum Technique in Q2 vs Q1 thanks to a continued strong 7,560

demand from global semiconductor manufacturers. In Compressor 7,550

Technique, a strong underlying demand in Process and Gas will show up 7,540

in y/y growth thanks to easier comps in Q2 vs Q1 while industrial

compressors remain slightly positive y/y but still on an absolute low level. 7,530

Also orders in Industrial and Power Technique are only marginally positive 7,520

(up 4-5%). However, peace in the Middle East could be the long-awaited 7,510

catalyst for a more broad-based industrial capex recovery and together

with booming Vacuum demand, we lift our estimates slightly for 2026/28 7,500 16:00 17:00 18:00 19:00 20:00 21:00

and continue to see Atlas Copco as one of our favorite picks in a scenario

of a global capex recovery. The Q2-report is due out July 16. LINK

US and Asia indices (at time of publication)

• SEDANA - Sedana Medical - Buy, TP SEK 18: Sedana just submitted the 1.00% 0.86%

NDA to the FDA. Next is a 60-day filing review, during which the FDA 0.64%

decides whether the application is complete enough to be accepted. If 0.50%

accepted, a PDUFA date will be assigned marking the deadline for a final

decision. Standard review time is 10 months, meaning a decision can be 0.00%

expected during the spring of 2027. This is an important milestone, -0.08%

especially given the repeated delays over the years. The application is -0.50%

now with the FDA, and the timeline no longer depends on Sedana. We -0.57%

would not be surprised to see shares up substantially today. LINK -1.00% -0.97%

-1.15%