Alfa Laval's valuation is inflated, and its high dependence on China poses significant risks, leading me to rate it as a "HOLD." Despite impressive 2Q24 growth in order intake, EBITDA, and net sales, ...
Alfa Laval, a Swedish industrial major, faces challenges due to its dependence on the APAC region, especially China, and its cyclical nature. Despite positive trends in 3Q24, ALFVF's earnings and ...