ABB specializes in power and automation technologies. Co. provides a broad range of products, systems, solutions and services that are designed to boost industrial productivity, increase power grid reliability, and enhance energy efficiency. Co.'s automation businesses serve a full range of industries with process optimization, control, measurement and protection applications. Co.'s power businesses focus on power transmission, distribution and power-plant automation, and support electric, gas and water utilities, as well as industrial and commercial customers.
  • TickerABB
  • ISINCH0012221716
  • ExchangeNasdaq Nordic Stockholm
  • SectorIndustrial Engineering
  • CountrySweden

Analysts

Ibrahim Firdaus
Anders Idborg ...
  • Karl Bokvist
  • Olof Cederholm

Powerpoint Sector Report - The Capital Goods Data Miner – November 2019

Q3 reports held up better than expected and the sector rallied 15% over the results season. At the same time, demand indicators continue to be mostly negative and point to further pressure on estimates for 2020 (particularly if currency support would wane). We favour names with company-specific drivers and valuation support, and continue to be cautious on unusually expensive low-beta names. Our key long ideas are: Alfa Laval, Electrolux, Metso, Nokian Tyres We are cautious on: Assa Abloy, Autoliv, Kone, Nibe

Anders Idborg ...
  • Olof Cederholm

ABB Ltd - GEIS turnaround not that complicated, after all

Analyst day highlights margin potential in GEIS Not as difficult fix as feared, 3% upside if target reached Stock to remain expensive on change/buybacks

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Global Equities Beginning a New Leg Higher Positive technical developments have continued and global equities are now breaking out to new highs -- something we noted was increasingly likely in last week's Int'l Compass. These breakouts and other technical developments highlighted below argue that this is the beginning of a new leg higher. Now is the time to be playing offense. • MSCI ACWI, EAFE, and STOXX Europe 600 are Breaking Out. The ACWI, EAFE, and STOXX 600 are making bullish inflections, following in the footsteps of MSCI EM and Japan. The proliferation of breakouts is building a stro...

ABB Ltd.: Rating remains weakly positioned after Q3 reporting

After ABB's Q3 reporting, credit metrics reflect a weak positioning of the company and the use of proceeds from Power Grid disposal is getting crucial.

ABB Ltd.: Key Facts and Statistics - LTM June 2019

A summary company profile, detailing ABB Ltd.’s business operations and financial highlights.

ABB Ltd. - June 2019 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

ABB Ltd. - March 2019 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

ABB Ltd. - December 2018 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Ibrahim Firdaus
Anders Idborg ...
  • Karl Bokvist
  • Olof Cederholm

Powerpoint Sector Report - The Capital Goods Data Miner – November 2019

Q3 reports held up better than expected and the sector rallied 15% over the results season. At the same time, demand indicators continue to be mostly negative and point to further pressure on estimates for 2020 (particularly if currency support would wane). We favour names with company-specific drivers and valuation support, and continue to be cautious on unusually expensive low-beta names. Our key long ideas are: Alfa Laval, Electrolux, Metso, Nokian Tyres We are cautious on: Assa Abloy, Autoliv, Kone, Nibe

Anders Idborg ...
  • Olof Cederholm

ABB Ltd - GEIS turnaround not that complicated, after all

Analyst day highlights margin potential in GEIS Not as difficult fix as feared, 3% upside if target reached Stock to remain expensive on change/buybacks

Alfred Glaser ...
  • Delphine Brault

ABB : No change in outlook after Q3, TP unchanged at CHF 17.0

>The key takeaways from the Q3 conference call - In Q3, ABB saw a sharp slowdown (orders -1% LFL, sales 0% LFL) with a rather low operating margin (11.7%) that still rose 20bp on a comparable basis. The CFO gave the following explanations:Demand slowed again, particularly in the automobile sector, machine manufacturers, the 3Cs, and fossil fuel power plants. The US (orders -1%), Germany (-1%) and China (-5%) all weakened. The stronger markets include buildin...

Alfred Glaser ...
  • Delphine Brault

ABB : Perspectives inchangées après le T3, OC maintenu à 17.0 CHF

>Les points clés à retenir de la conférence téléphonique du T3 - Au T3, ABB a affiché un net ralentissement (commandes -1% en org., ventes 0% en org.), et une marge op. peu élevée (11.7%) mais en hausse de 20 pb en comparable. Le CFO a donné les explications suivantes :La demande ralentit encore, notamment dans l’automobile, chez les fabricants de machines, dans les ‘3C’ et les centrales électriques fossiles. Les US (commandes -1%), l’Allemagne (-1%) et la Chine ...

A director bought 11,000 shares at 23.000CHF and

A director at ABB Ltd bought 11,000 shares at 23.000CHF and the significance rating of the trade was 73/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board memb...

Alfred Glaser ...
  • Baptiste Lebacq
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emmanuel Matot
  • François Maury
  • Georges Dieng
  • Johanna Jourdain
  • Louis Boujard, CFA
  • Martial Descoutures
  • Matthias Desmarais
  • Michael Foundoukidis
  • Oussema Denguir
  • Philippe Ourpatian
  • Stephane Houri
  • Sylvain Goyon, CFA

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/24/2019

The PMIs highlight the economic slowdown, but since mid-August, there has been a clear shift towards value and cyclical stocks. This apparent contradiction reveals an implicit bet by investors on the imminent upward inflection of PMIs. We therefore examined the structure of relative performance when an inflection is observed. The latter does imply a sectoral movement in favour of financial stocks at the expense of defensive stocks. Today's PMI publication will therefore be key to deci...

Alfred Glaser ...
  • Baptiste Lebacq
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emmanuel Matot
  • François Maury
  • Georges Dieng
  • Johanna Jourdain
  • Louis Boujard, CFA
  • Martial Descoutures
  • Matthias Desmarais
  • Michael Foundoukidis
  • Oussema Denguir
  • Philippe Ourpatian
  • Stephane Houri
  • Sylvain Goyon, CFA

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 24/10/2019

Les PMI soulignent le ralentissement de la conjoncture mais on observe, depuis mi-août, une bascule nette sur des thématiques value et cycliques. Cette contradiction apparente révèle un pari implicite des investisseurs sur l’inflexion imminente des PMI à la hausse. Nous avons donc examiné la structure des performances relatives lorsqu’une inflexion est observée. Cette dernière implique bien un mouvement sectoriel favorable aux financières aux dépens des défensives. La publication des ...

Christoffer Wang Bjørnsen ...
  • Frank Maaø
  • Joachim Gunell
  • Jon Masdal
  • Karl-Johan Bonnevier
  • Martin Hoang Nguyen
  • Mattias Holmberg
  • Niclas Gehin
  • Nicolas McBeath
  • Ole Martin Westgaard
  • Ole-Andreas Krohn
  • Olof Larshammar
  • Rune Majlund Dahl
  • Simen Mortensen
  • Tomi Railo

Northern Lights

Christer Magnergård ...
  • Jon Masdal
  • Martin Arnell
  • Martin Hoang Nguyen
  • Mattias Holmberg
  • Ole-Andreas Krohn
  • Olof Larshammar

Northern Lights

Ahmed Ben Salem ...
  • Alfred Glaser
  • Anis Zgaya
  • Antoine Boivin-Champeaux
  • Baptiste Lebacq
  • Benoit Valleaux
  • Christophe Chaput
  • Delphine Brault
  • Emira Sagaama
  • Fatma Agnès Hamdani
  • François Maury
  • Geoffroy Michalet
  • Georges Dieng
  • Jerôme Bodin
  • Laurence Hofmann
  • Louis Boujard, CFA
  • Martial Descoutures
  • Matthias Desmarais
  • Michael Foundoukidis
  • Olfa Taamallah
  • Olivier Lebrun
  • Philippe Ourpatian
  • Pierre Tegner
  • Pierre Corby
  • Rémi Adam
  • Roland Pfaender,MBA,CFA,CCRA
  • Stephane Houri
  • Sven Edelfelt
  • Sylvain Goyon, CFA
  • Virginie Rousseau
  • Yan Derocles
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 07/26/2019

The market is holding up, but its apparent resilience is resting on very shaky foundations, in our view. For the time being, the results season has not delivered any unpleasant surprises thus far, but has not invalidated the downward trend in EPS growth. The erosion of PMI continues apace In this context, dependency on monetary policy increases. Lastly, our integration indicators for US-China trade tensions underscore, in the US as in Europe, in the wake of the post-G20 truce, the ret...

Increased risk weighs on ABB LTD N, penalising its rating down to Slightly Negative

The independent financial analyst theScreener just lowered the general evaluation of ABB LTD N (CH), active in the Industrial Machinery industry. As regards its fundamental valuation, the title still shows 2 out of 4 possible stars. Its market behaviour, however, has slightly deteriorated and will be qualified as risky moving forward. theScreener considers that these new qualifications justify an overall rating downgrade to Slightly Negative. As of the analysis date August 23, 2019, the closing price was CHF 18.16 and its target price was estimated at CHF 16.41.

Ibrahim Firdaus
Ibrahim Firdaus
Ibrahim Firdaus
Ibrahim Firdaus
MarketLine Department

Emerson Electric Co. - Strategy, SWOT and Corporate Finance Report

Summary Emerson Electric Co. - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Emerson Electric Co. (Emerson or ‘the company’) is a technology company that offers process management, industrial automation and engineering services. It provides hardware and software solutions to the needs of thermal, power and infrastructure companies. The company services include p...

MarketLine Department

SPX Corporation - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's SPX Corporation Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by SPX Corporation since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive advantage. Key Hig...

MarketLine Department

Larsen & Toubro Limited - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's Larsen & Toubro Limited Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Larsen & Toubro Limited since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive adv...

MarketLine Department

John Wood Group PLC - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's John Wood Group PLC Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by John Wood Group PLC since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive advantage. ...

MarketLine Department

Eaton Corporation plc - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's Eaton Corporation plc Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Eaton Corporation plc since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive advanta...

ABB LTD – Proxinvest Corporate Governance Rating ® : B

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Global Equities Beginning a New Leg Higher Positive technical developments have continued and global equities are now breaking out to new highs -- something we noted was increasingly likely in last week's Int'l Compass. These breakouts and other technical developments highlighted below argue that this is the beginning of a new leg higher. Now is the time to be playing offense. • MSCI ACWI, EAFE, and STOXX Europe 600 are Breaking Out. The ACWI, EAFE, and STOXX 600 are making bullish inflections, following in the footsteps of MSCI EM and Japan. The proliferation of breakouts is building a stro...

Valérie GASTALDY

Short term view - ABB LTD : The background trend is clearly bearish.

The background trend is clearly bearish. Prices are falling again, but the movement has become hesitant. The next support is at CHF 19.16. The background trend would be questioned should prices rise above CHF 21.40.

Valérie GASTALDY

Analyse court terme - ABB LTD : La tendance de fond est clairement orientée à la baisse.

La tendance de fond est clairement orientée à la baisse. Les prix baissent à nouveau, mais le mouvement est devenu hésitant. Le prochain support est à 19,16 CHF. La tendance de fond serait remise en cause en cas de franchissement de 21,40 CHF.

Valérie GASTALDY

Analyse court terme - ABB LTD : La tendance de fond est clairement orientée à la baisse.

La tendance de fond est clairement orientée à la baisse. Le mouvement se poursuit. Le prochain objectif est à 19,159 CHF, puis 18,387 CHF. Le franchissement de 21,400 CHF remettrait en cause la suite de la baisse.

Valérie GASTALDY

Short term view - ABB LTD : The background trend is clearly bearish.

The background trend is clearly bearish. The movement goes on. The next target is at CHF 19.159, then CHF 18.387. Passing CHF 21.400 would question the continuation of the fall.

ResearchPool Subscriptions

Get the most out of your insights

Get in touch