Sun.Jan 23, 2022

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Does SKF’s High Value Creation Deserve a Re-Rating?

Andrew Stolz

Highlights: Consolidation of manufacturing sites drives margin expansion. High single-digit industry growth mainly driven by Asia. Consistent value creation while peers struggle. Download the full report as a PDF. SKF’s revenue breakdown 2020. Price could turn bullish soon; but no support from volume. Overall, the stock price stayed flat over the past year.