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Has Volvo’s Strong Value Creation Been Overlooked by the Market?

Andrew Stolz

Leading role in EV and hydrogen to reclaim market share. However, most recently, the 50 DMA started to rise, and it seems like it can cross the 200DMA very soon. China is by far the strongest and fastest-growing market for heavy duty trucks in the world. With the acquisition, Volvo aims to ramp up its sales in China.

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Is Terex the Right Industrial Sector Stock to Own to Ride the Economic Recovery?

Andrew Stolz

Strong ROE and ROIC might be overlooked by the market. Therefore, the management considered divestments of inefficient business. In 2019, Terex sold its crane business. The efforts start to pay off as the operating profit achieves a higher level. Strong ROE and ROIC might be overlooked by the market. Conclusions.

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How Much Can Gazprom Prosper From Europe’s Energy Crisis?

Andrew Stolz

Domestic market still not fully penetrated yet. The share price is up 35% YTD. Gazprom’s major export market is Europe, which committed to an ambitious transition to green energy. Western countries fear that Russia starts to gain control over Ukraine again. Domestic market still not fully penetrated yet.