Following a robust start to the year in January and February, the conflict in Iran has weighed on global equity markets in March. EFN's analysts have identified their most compelling investment cases for the upcoming quarter, recommending twelve stocks, according to an analysis released on Maundy Thursday.
EFN issued a similar set of recommendations ahead of the first quarter.
Heading into the second quarter, EFN is implementing several portfolio changes. Alleima, Duni, and Wallenstam are being removed.
They are replaced by Elekta, Volati, and Rejlers. These three stocks have all faced significant selling pressure, and at current valuations, EFN considers them to be trading at bargain levels.
The remaining holdings in the portfolio for the second quarter are Gränges, Knowit, Vimian, Hexagon, Inwido, Securitas, Spiltan, John Mattson, and German sportswear giant Adidas.
Securitas AB is a Sweden-based provider of security solutions, including specialized guarding, aviation security services and international security solutions, among others. It operates through five business segments. Security Services North America business segment offers security services in the United States, Canada and Mexico. Security Services Europe offers security services in 27 countries in Europe. Mobile and Monitoring provides mobile services, such as beat patrol and call-out services, and monitoring services, such as alarm surveillance for homes, and small and medium-sized businesses. Security Services Ibero-America provides security services in Latin America, Portugal and Spain. New Markets provides security services in the Middle East, Asia and Africa. The Company's subsidiaries include Selectron, Rentsec, Vamsa, Tehnomobil, Central de Alarmas Adler, Automatic Alarm, Suddeutsche Bewachung and Johnson & Thompson.
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