Capital Goods - Sector upgrade – Industrial earnings boom ahead

(13.01.21)

In these four videos Liberum's Capital Goods Analyst Dan Cunliffe sets out the reason for this recent sector note and the expected upgrade in earnings. Dan discusses why we should see the upgrades, the wider reasons for this across the sector, why SKF is among his top stock recommendations and other upgrades. Click below to watch the videos. Click here to read the research.  Click here to read the research. 

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