In a new article from Dagens industri, Dometic is highlighted as one of the month’s top-performing large-cap companies, following a share price increase of nearly 25 percent in July. The company has carried out a global restructuring program and is well positioned to capitalize on growing interest in outdoor living and mobile lifestyles.
Peter Lindvall, CEO and portfolio manager at Kavaljer Fonder, is interviewed in the article and comments:
“When interest rates rose, it also became a tougher environment for Dometic’s customers, many of whom are resellers. They have long relied on existing inventories rather than ordering new products from Dometic, but stock levels are now so low that they will soon need to start restocking.”
He also highlights the company’s long-term strengths:
“The long-term trend for outdoor and recreational living remains strong. Dometic is well positioned across all segments and is well placed to benefit from this development.”
Read the full article: Analytikern: Här finns 60 procents uppsida
