Keeping Up with Skanska - Data Tracker

研报英文原文证据摘录

Keeping Up with Skanska - Data Tracker

EUROPE | Infrastructure

Skanska EquityJulyResearch2, 2026

FLASH NOTEKeeping Up with Skanska - Data Tracker

House prices increased +0.6% in Jun adj. for seasonal effects (vs. +0.4% RATING BUY

in May), as we note that household confidence edged higher in Jun, and PRICE SEK257.10^

lending rates ticked down in May. Swedish property transactions remained PRICE TARGET | % TO PT SEK303.00 | +18%

strong in May, while loan growth ticked up during the month. Booli/Hemnet 52W HIGH-LOW SEK281.70 - SEK219.40

site visits continued to trend positively during Jun, and our BoKlok tracker FLOAT (%) | ADV MM (USD) 79.9% | 229.17

shows completed unsold moving lower during the month. SKAB report Q2 MARKET CAP SEK106.5B | $11.0B

on July 17th (preview here). TICKER SKAB SS

^Prior trading day's closing price unless otherwise

noted.

In this note, we outline the key monthly data points we are tracking as part of our Buy thesis on

Skanska. See our recent company report here.

Exhibit 1 - Swedish Household & Builder Exhibit 2 - Swedish House Price Indices Exhibit 13 - Skanska Macro Data Tracker

Skanska Data Release Tracker

Source Next Release Prior ReleaseConfidence Indices Greater Stockholm Southern Sweden May-26 Apr-26 Data

Economic Tendency p Survey+ Konjuktur Institutet 30 Jul 26 Jun Household Building & Construction 220 ppp p Swedish House Prices+ Booli 2 Aug 2 Jul p Sweden Retail Sales Vol. Statistics Sweden 30 Jul 30

120 p p Swedish Employment Statistics Sweden 24 Jul 15 JunJun

200 p p Household Lending Statistics Sweden 27 Jul 26 Jun

p q Swedish Interest Rates Statistics Sweden 27 Jul 26 Jun 110

p p Swedish Property Sales Svensk Mäklarstatistik 8 Jul 5 Jun

t p Swedish CPIF Statistics Sweden 8 Jul 4 Jun 100 180