For the most part, well-run multi-industrials exposed to recovering
markets are not trading at very attractive prices today, and that makes
Sweden’s Alfa-Laval (OTCPK:ALFVY)
worth a look. It’s certainly too soon to sound an “all clear” on the
company’s large marine business, but order growth has been steadily
improving and margin leverage is starting to emerge again. With
leadership in multiple recovering markets and the potential to
significantly improve returns on capital from here, Alfa-Laval is worth a
look.
Read more here:
Alfa-Laval Still Offers Recovery-Driven Upside And The Potential For Improved Execution
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