Order books should be filled for some time to come There are increasing worries of a looming economic recession. While SinterCast is not immune to economic conditions, we argue that the order backlog in the automotive industry should mean that even if demand and new orders slow down, it will take customers a long time to deliver on the existing order books. Per the latest company communication, however, the bottleneck is still on the supply side, and slowing demand has not been observed so far. Finally, on our estimate changes, we lower our fair value range to SEK 110-200 (130-23 ... Läs mer på ABG Sundal Collier
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