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The pandemic has hit financial markets hard and many companies failed to pay dividends this spring, for various reasons. But despite the fact that many companies have been under heavy pressure in an uncertain market with many new restrictions, many companies have shown “surprising strength in terms of results”, says Stefan Cederberg, who on the SEB website concludes that many have strong business support. has had a positive effect.
There are five companies with particularly attractive dividend potential, of which the first on Cederberg’s list is Volvo. The company has handled the crisis better than expected and “will end the year with even more net cash than before the crisis.”
The liquidity is approximately SEK 20 billion, but will increase when the most recent transaction, the sale of UD Trucks, is completed.
“Since the company does not appear to have any takeover plans, dividend expectations rise,” writes Stefan Cederberg.
Boliden, With a solid balance sheet, good cash flow and limited net debt, it is the second company with good dividend potential.
The third is Epirus, the engineering company that spun off from Atlas Copco in 2018. Epiroc has benefited from high metal prices and, like Boliden, has strong net liquidity, as well as historically “good dividend” owners.
The construction NCC: s Increased profitability and net debt close to zero SEK provide the conditions for a high and stable dividend in the future, says Stefan Cederberg. His forecast of the company’s dividend for the year means a direct return of 4 percent.
Telia It is the fifth company with good dividend potential. It is SEB’s favorite when it comes to dividends because the company has “capital gains in the form of infrastructure assets that can be sold at high valuations.”
One sector that normally pays good dividends is the banks. Stefan Cederberg says that the Nordic banking sector generally has strong balance sheets. As banks will not pay dividends this year, the conditions for next year are good. Especially since there may be a desire to make up for the lost dividend this year.
