"Intresserade om någon riktigt bra spelare vill sälja."
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"Elektroskandias vd Anders Nordlöw om att gå utanför elsegmentet
-Vi är intresserade om någon riktigt bra spelare vill sälja.
Elektroskandia stänger inte dörren för att göra förvärv inom andra segment än el på den nordiska marknaden. Det uppger vd Anders Nordlöw för Installationssiffror apropå moderkoncernen Sonepars aktuella förvärv inom HVAC-segmentet. Han ger även en ungefärlig bild av hur lönsamheten och tillväxten såg ut under 2023."
Mulige købere af A&O Johansen (PE=11+) med VVS, VA og el er Kesko (Onninen), Sonepar (Elektroskandia), Rexel, Ferguson, private equity og andre.
Med Solars PE-tal burde A&O i øvrigt koste 91 istedet for 75 DKK.
Ny bonusinformation:
Hvidovre Kommune solgte muligvis grunden i Hvidovre (3773/4773 m2) for 146,4 (3,5/0,0239) MDKK. AO Hvidovres grund er ca 1800 m2 stor (Google Maps). Hvor meget får AO for nabogrunden?https://www.boliglag.dk/hjem/714c8abe-9774-4be7-bc35-fe677d24bd00
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Endnu en årsag til at skifte fra Solar (DK, SE, NO, NL og lidt PL) til A&O (DK og lidt SE).
Fra Eurostat idag:
DK +1,9 % (YoY)
SE -5,8 %
NO -1,6 %
NL -15,7 %
PL -8,0 %
Production in construction up by 0.5% in the euro area and down by 1.0% in the EU
Overview In January 2024, compared with December 2023, seasonally adjusted production in construction increased by 0.5% in the euro area and decreased by 1.0% in the EU, according to first estimates from Eurostat, the statistical office of the European Union. In December 2023, production in construction grew by 0.5% in the euro area and by 1.3% in the EU. In January 2024 compared with January 2023, production in construction increased by 0.8% the euro area and by 0.1% in the EU. Monthly comparison by construction sector and by Member State In the euro area in January 2024, compared with December 2023, production in construction decreased by 2.1% for construction of buildings, increased by 1.0% for civil engineering, increased by 0.5% for specialised construction activities. In the EU, production in construction decreased by 2.7% for construction of buildings, decreased by 0.8% for civil engineering, increased by 0.5% for specialised construction activities. Among Member States for which data are available, the largest monthly decreases in production in construction were recorded in Romania (-34.3%), Poland (-16.5%) and the Netherlands (-9.9%). The highest increases were observed in Hungary (+10.2%), Germany (+2.7%) and Sweden (+2.4%). Annual comparison by construction sector and by Member State In the euro area in January 2024, compared with January 2023, production in construction decreased by 2.4% for construction of buildings, increased by 2.8% for civil engineering, increased by 0.9% for specialised construction activities. In the EU, production in construction decreased by 2.9% for construction of buildings, increased by 1.8% for civil engineering, increased by 0.7% for specialised construction activities. Among Member States for which data are available, the highest annual increases in production in construction were recorded in Hungary (+17.1%), Spain (+15.1%) and Portugal (+3.9%). The largest decreases were observed in the Netherlands (-15.7%), Romania (-14.7%) and Slovakia (-12.8%). Tables Production in construction % change compared with the previous month* Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Euro area Total construction -0.4 0.2 -0.7 -0.1 0.5 0.5 Construction of buildings -0.6 -0.1 -0.9 -0.3 1.1 -2.1 Civil engineering -0.7 1.7 -1.1 -0.1 -0.2 1.0 Specialised construction activities -0.8 0.2 -0.5 -0.4 0.4 0.5 EU Total construction -0.2 0.1 -0.4 -0.3 1.3 -1.0 Construction of buildings -0.3 0.0 -1.4 -0.2 1.7 -2.7 Civil engineering 0.0 0.8 0.1 0.0 0.5 -0.8 Specialised construction activities -0.7 0.2 -0.3 -0.6 0.6 0.5 *Calendar and seasonally adjusted Source dataset: sts_copr_m Production in construction % change compared with the previous month* Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Euro area -0.4 0.2 -0.7 -0.1 0.5 0.5 EU -0.2 0.1 -0.4 -0.3 1.3 -1.0 Belgium -5.5 1.6 -1.2 1.4 3.0 -3.4 Bulgaria 0.0 0.5 -0.5 -0.1 0.3 1.0 Czechia -0.3 -0.3 1.2 -3.5 1.3 0.9 Denmark 0.3 -0.5 1.0 -0.2 0.3 0.4 Germany -2.2 0.3 -2.2 -0.2 -3.1 2.7 Estonia** : : : : : : Ireland : : : : : : Greece** : : : : : : Spain 0.8 0.5 1.4 0.8 0.9 1.6 France -1.2 1.0 -1.0 -0.8 1.8 0.3 Croatia** 0.1 0.9 2.7 0.0 5.0 : Italy 4.5 -0.8 1.0 c c c Cyprus** : : : : : : Latvia** : : : : : : Lithuania** : : : : : : Luxembourg** 1.0 -2.7 0.2 -2.1 8.6 : Hungary -2.9 -2.7 0.8 -2.7 5.0 10.2 Malta** : : : : : : Netherlands -1.1 -1.0 -1.3 -2.5 1.9 -9.9 Austria -0.3 -1.4 2.2 -4.4 4.4 -3.1 Poland 1.8 3.2 -1.3 -2.2 14.4 -16.5 Portugal 0.3 -0.8 1.1 0.5 0.5 1.4 Romania 3.7 -2.9 4.3 1.4 10.2 -34.3 Slovenia 1.6 5.0 -6.1 0.4 2.7 -5.2 Slovakia -2.4 4.3 -3.2 1.6 -7.7 0.0 Finland -0.6 -1.0 -0.3 -1.9 -0.1 -0.8 Sweden 0.0 -1.6 1.8 -1.4 -0.5 2.4 Norway 2.1 -0.1 -0.9 -0.3 -0.9 0.4 * Calendar and seasonally adjusted ** These Member States are not required to supply monthly data under Regulation (EU) 2019/2152. : Data not available c Confidential Source dataset: sts_copr_m Production in construction % change compared with the same month of the previous year* Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Euro area Total construction 0.9 1.5 0.5 0.0 2.8 0.8 Construction of buildings -2.2 -0.7 -2.0 -2.2 1.7 -2.4 Civil engineering 5.2 6.8 3.1 2.0 6.6 2.8 Specialised construction activities 1.2 1.1 0.6 0.0 2.4 0.9 EU Total construction 1.1 1.6 0.6 -0.4 3.6 0.1 Construction of buildings -2.9 -0.6 -2.4 -2.6 2.0 -2.9 Civil engineering 5.8 6.0 4.0 2.3 6.0 1.8 Specialised construction activities 0.7 0.9 0.5 -0.7 1.9 0.7 * Calendar adjusted Source dataset: sts_copr_m Production in construction % change compared with the same month of the previous year* Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Euro area 0.9 1.5 0.5 0.0 2.8 0.8 EU 1.1 1.6 0.6 -0.4 3.6 0.1 Belgium -7.1 0.5 -3.2 -1.9 10.2 -0.3 Bulgaria -0.4 -0.3 -2.7 -3.2 0.0 0.7 Czechia -2.0 0.3 -0.2 -5.1 -3.4 -6.0 Denmark 1.0 -0.2 1.1 0.3 0.7 1.9 Germany -0.5 0.2 -3.4 -2.8 -0.1 -6.5 Estonia** : : : : : : Ireland : : : : : : Greece** : : : : : : Spain 5.7 1.2 9.0 7.4 5.2 15.1 France -2.3 -0.8 -2.1 -3.7 0.2 0.0 Croatia** 4.1 5.2 7.5 6.5 9.5 : Italy 7.3 8.1 7.7 c c c Cyprus** : : : : : : Latvia** : : : : : : Lithuania** : : : : : : Luxembourg** 6.6 -3.3 -1.9 -5.8 4.1 : Hungary 1.5 -6.1 -1.3 -13.7 -4.3 17.1 Malta** : : : : : : Netherlands 6.7 2.4 -0.5 -4.4 -3.3 -15.7 Austria -0.8 -2.6 2.6 -6.2 3.9 -6.4 Poland 3.5 13.8 7.5 1.7 18.9 -8.0 Portugal 5.6 5.2 5.6 5.1 5.2 3.9 Romania 19.8 10.0 11.1 13.5 30.8 -14.7 Slovenia 20.3 29.6 8.1 13.0 9.0 -6.9 Slovakia -1.2 7.3 2.2 6.0 -8.6 -12.8 Finland -7.6 -8.5 -7.0 -9.2 -9.6 -10.7 Sweden -4.9 -9.5 -6.0 -7.0 -7.7 -5.8 Norway -0.3 -0.4 -1.3 -1.2 -2.9 -1.6 * Calendar adjusted ** These Member States are not required to supply monthly data under Regulation (EU) 2019/2152. : Data not available c Confidential Source dataset: sts_copr_m Monthly indices for production in construction, calendar and seasonally adjusted (base year 2021) Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Euro area 104.2 104.4 103.7 103.6 104.1 104.6 EU 104.4 104.5 104.1 103.8 105.1 104.1 Belgium 98.9 100.5 99.3 100.7 103.7 100.2 Bulgaria 99.2 99.7 99.2 99.1 99.4 100.4 Czechia 100.4 100.1 101.3 97.8 99.1 100.0 Denmark 105.4 104.9 105.9 105.7 106.0 106.4 Germany 95.1 95.4 93.3 93.1 90.2 92.6 Estonia* : : : : : : Ireland : : : : : : Greece* : : : : : : Spain 98.6 99.1 100.5 101.3 102.2 103.8 France 100.3 101.3 100.3 99.5 101.3 101.6 Croatia* 109.5 110.5 113.5 113.5 119.2 : Italy 133.9 132.8 134.1 c c c Cyprus* : : : : : : Latvia* : : : : : : Lithuania* : : : : : : Luxembourg* 100.3 97.6 97.8 95.7 103.9 : Hungary 99.2 96.5 97.3 94.7 99.4 109.5 Malta* : : : : : : Netherlands 104.9 103.8 102.5 99.9 101.8 91.7 Austria 100.3 98.9 101.1 96.7 101.0 97.9 Poland 112.0 115.6 114.1 111.6 127.7 106.6 Portugal 108.7 107.8 109.0 109.5 110.0 111.5 Romania 135.2 131.3 137.0 138.9 153.1 100.6 Slovenia 144.0 151.2 142.0 142.5 146.3 138.7 Slovakia 81.8 85.3 82.6 83.9 77.4 77.4 Finland 93.0 92.1 91.8 90.1 90.0 89.3 Sweden 93.5 92.0 93.7 92.4 91.9 94.1 Norway 103.4 103.3 102.4 102.1 101.2 101.6 * These Member States are not required to supply monthly data under Regulation (EU) 2019/2152. : Data not available c Confidential Source dataset: sts_copr_m Monthly indices for production in construction, calendar adjusted (base year 2021) Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Euro area 82.6 110.4 112.2 111.3 102.8 89.6 EU 86.2 111.1 113.5 113.0 108.8 86.7 Belgium 92.8 115.0 112.1 100.7 90.0 90.5 Bulgaria 101.6 96.3 105.4 100.2 90.0 98.3 Czechia 112.6 116.3 122.6 121.8 100.2 55.1 Denmark 103.8 112.4 115.0 113.9 99.7 101.9 Germany 94.5 101.5 101.0 103.4 99.6 62.9 Estonia* : : : : : : Ireland : : : : : : Greece* : : : : : : Spain 85.3 91.7 95.8 103.9 127.4 102.4 France 64.5 106.0 110.4 107.5 87.8 98.6 Croatia* 99.6 113.1 117.4 111.3 106.9 : Italy 92.3 139.9 149.0 c c c Cyprus* : : : : : : Latvia* : : : : : : Lithuania* : : : : : : Luxembourg* 62.7 108.5 110.9 103.9 87.9 : Hungary 99.3 114.7 101.3 114.1 135.2 64.3 Malta* : : : : : : Netherlands 43.3 118.7 106.1 101.1 80.8 91.8 Austria 98.4 109.1 114.3 114.4 122.1 58.6 Poland 114.7 130.4 132.8 133.7 182.1 63.0 Portugal 101.5 109.1 112.2 111.3 101.1 111.1 Romania 142.1 139.7 157.2 168.6 227.0 51.6 Slovenia 145.3 170.5 168.7 176.7 132.9 96.7 Slovakia 87.5 103.1 98.1 103.5 90.3 49.8 Finland 98.7 102.7 103.5 97.5 104.8 64.9 Sweden 84.5 94.8 106.6 105.7 116.4 72.9 Norway 104.2 118.6 116.6 118.3 96.5 107.4 * These Member States are not required to supply monthly data under Regulation (EU) 2019/2152. : Data not available c Confidential Source dataset: sts_copr_m Notes for users Revisions and timetable Data of previous months have been revised compared with those issued in News Release of 20 February 2024. The monthly percentage change for December 2023 has been revised from +0.8% to +0.5% in the euro area and remained unchanged at +1.3% in the EU. The annual percentage change has been revised from +1.9% to +2.8% in the euro area and from +2.4% to +3.6% in the EU. Methods and definitions The index of production in construction approximates the evolution of the volume of production within the sector, broken down into construction of buildings, civil engineering and specialised construction activities according to NACE rev. 2 activity classification. Seasonally adjusted euro area and EU series are calculated by aggregating the seasonally adjusted national data. Eurostat carries out the seasonal adjustment of the data for those countries that do not adjust their data for seasonal effects. The monthly index as presented in this News Release is calculated only on the basis of the data of those countries reporting monthly data. Missing observations from Member States for recent months are estimated for the calculation of the euro area and the EU aggregates. Starting with this release, the base year of the data has been changed to 2021, since 2018 the base year had been 2015. More information on the reasons for and impact of the base year change can be found in the related Statistics Explained article. Geographical information The euro area (EA20) includes Belgium, Germany, Estonia, Ireland, Greece, Spain, France, Croatia, Italy, Cyprus, Latvia, Lithuania, Luxembourg, Malta, the Netherlands, Austria, Portugal, Slovenia, Slovakia and Finland. The European Union (EU27) includes Belgium, Bulgaria, Czechia, Denmark, Germany, Estonia, Ireland, Greece, Spain, France, Croatia, Italy, Cyprus, Latvia, Lithuania, Luxembourg, Hungary, Malta, the Netherlands, Austria, Poland, Portugal, Romania, Slovenia, Slovakia, Finland and Sweden. Estonia, Greece, Croatia, Cyprus, Latvia, Lithuania, Luxembourg and Malta are not required to supply monthly data within 1 month and 15 days after the end of the reference month under Regulation (EU) 2019/2152. For more information Eurostat database section on short-term business statistics Eurostat Statistics Explained article on the production in construction index The weights of the Member States in the EU and euro area aggregates (see file Base year 2021 weights - Euro indicators releases) Eurostat Euro indicators dashboard Eurostat Euro indicators release calendar European Statistics Code of Practice
(ec.europa.eu)
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Og Kesko (Onninen) har, som bekendt, ambitioner i DK.
Fra den 1. april er den nye chef for "building and technical trade" til stede. Den gamle er nu CEO for hele Kesko.
https://mb.cision.com/Main/13061/3948585/2680948.pdf
Hvis Niels vil kan han sandsynligvis erholde 150-200 DKK per aktie. "Supply and demand" også indenfor M&A.
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