Valmet: Crafting the Future of Industry

Valmet is a global leader in technology, automation, and services for the process industry. With a focus on pulp, paper, and energy, Valmet's innovative solutions are driving efficiency, sustainability, and profitability in the process industry. Its recurring revenues from services stabilizes its attractive profitability through cycles.

From advanced automation systems to sustainable process technologies, Valmet's expertise is helping customers achieve their operational goals while minimizing environmental impact. With a strong commitment to innovation and customer service, Valmet is shaping the future of the process industry.

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Konecranes is a global leader in lifting solutions, providing a wide range of cranes and lifting equipment to industries such as manufacturing, logistics, and shipbuilding. With a strong market position and service business, Konecranes has consistently demonstrated impressive profitability

The company's advanced technology and comprehensive service offerings have made it a trusted partner for businesses around the world. From heavy-duty industrial cranes to specialized lifting solutions, Konecranes delivers reliable and efficient equipment that meets the demanding needs of its customers.

As a highly profitable company, Konecranes has a solid track record of delivering value to its shareholders. With its focus on innovation and customer satisfaction, Konecranes is well-positioned to continue its growth and success in the global lifting solutions market.

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Axfood: A Taste of Swedish Retail

Axfood is a leading Swedish food retailer, operating a network of supermarkets, convenience stores, and online grocery platforms. The company's strong market position and focus on providing high-quality products and exceptional customer service have made it a household name in Sweden. It is well-known for the food discounter Willy's that sells affordable quality food in large stores and the Hemköp food retail chain with conveniently located stores. Resilient, recurring revenues.

Axfood's diverse portfolio of brands and formats caters to a wide range of consumer needs, from everyday essentials to gourmet delicacies. The company's commitment to sustainability and ethical sourcing has also earned it a reputation as a responsible and socially conscious retailer.

With a focus on innovation and customer satisfaction, Axfood is poised to continue its growth and maintain its leading position in the Swedish food retail market.

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Sweco: Engineering the Future

Sweco is a leading engineering and architecture consultancy, providing innovative solutions for society's most complex challenges. With a global presence and a deep understanding of local markets, Sweco delivers sustainable and resilient solutions across a wide range of sectors, including transport, energy, buildings, and water.

The company's commitment to innovation and sustainability sets it apart from its competitors. Sweco's engineers and architects work collaboratively to design solutions that are both environmentally friendly and economically viable. From sustainable cities to renewable energy infrastructure, Sweco's expertise is shaping the future of our built environment.

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Securitas: Evolving Beyond the Guard

Securitas, a global leader in security solutions, is undergoing

a strategic transformation, gradually shifting its focus from traditional

manned guarding services towards technology-intensive security and monitoring.

This evolution is driven by the increasing demand for innovative and efficient

security solutions, as well as the potential for higher profit margins

associated with technology-driven services.

While manned guarding remains a core component of Securitas'

offerings, the company is investing heavily in advanced technologies such as

surveillance systems, access control, and remote monitoring. These solutions

not only enhance security but also provide opportunities for greater

operational efficiency and cost savings. By leveraging technology, Securitas

can optimize resource allocation, improve response times, and deliver more

comprehensive security solutions to its clients.

This strategic shift towards technology-intensive security is

expected to have a positive impact on Securitas' financial performance. As the

company transitions away from labor-intensive guarding services, it can

potentially achieve higher profit margins by focusing on higher-value,

technology-driven solutions. Additionally, the integration of technology can

lead to increased customer satisfaction and loyalty, further strengthening

Securitas' market position.

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Addtech: A Culture of Industrial Compounding

Addtech is a leading provider of industrial technology and solutions, with a strong focus on niche markets and value-added services. The company's diverse portfolio spans a wide range of industries, including manufacturing, construction, healthcare, and energy.

Addtech has a proven track record of consistent growth and profitability, driven by its strategic acquisitions often at attractive valuations and organic expansion. It is known for its decentralized organization, with light integration of acquired companies to maintain a high degree of autonomy and entrepreneurial spirit. The company's focus on niche markets and value-added services provides it with a competitive advantage, allowing it to offer specialized solutions and build strong relationships with its customers.

As a compounder, Addtech has demonstrated a remarkable ability to reinvest its profits into the business and generate sustainable long-term growth. The company's commitment to innovation and its focus on emerging technologies position it well to capitalize on future opportunities and continue its impressive growth trajectory.

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Beijer Ref is a leading global provider of refrigeration solutions, specializing in energy-efficient and sustainable systems. With a strong market position and a diverse customer base, Beijer Ref has consistently demonstrated impressive profitability.

The company's innovative approach to refrigeration technology and its ability to meet the evolving needs of various industries have contributed to its success. From food retail to industrial processes, Beijer Ref's solutions are essential for maintaining optimal temperatures and preserving products.

As the world increasingly focuses on sustainability and energy efficiency, Beijer Ref is well-positioned to capitalize on the growing demand for environmentally friendly refrigeration solutions. With its strong financial performance and a track record of innovation, Beijer Ref offers an intriguing investment opportunity for those seeking exposure to the growing refrigeration market.

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Metso is a Finnish engineering and technology company that specializes in providing equipment, services, and solutions to the mining, aggregates, and recycling industries. With a global footprint, Metso offers a wide range of products, from crushing and screening equipment to process automation systems.

The company's innovative approach to technology and sustainability has positioned it as a leader in its industry. Metso's solutions are designed to improve efficiency, reduce environmental impact, and optimize operations for its customers.

Beyond its core mining and aggregates business, Metso is also expanding into adjacent markets, such as recycling and waste management. This diversification allows the company to capitalize on emerging trends and capture new growth opportunities.

With a strong focus on research and development, Metso continues to invest in innovative technologies and solutions. The company's commitment to sustainability and its ability to meet the evolving needs of its customers have earned it a reputation for excellence in the industry.

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