VIDEO: Capital Goods - Preparing for the next major rally
In these four short videos, Liberum's Capital Goods team discuss their recent note titled ‘Preparing for the next major rally’. They address the following:
1. Why a significant inventory correction is required.
2. How to play the recovery.
3. Sandvik (SELL, TP SEK116)
4. Bodycote (HOLD, TP 700p)
Click the image below to watch the video. Click here to read research.
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