The big names on the Stockholm Stock Exchange have laid their cards on the table for the second quarter. The reports point to profit growth and a strong stock market year. But the joker in the Middle East could spoil the party.
BusinessThe flood of reports gets going in earnest next week. The economy looks good, says Lars Söderfjell at the Bank of Åland.
BusinessThere is full focus on President Donald Trump and on how the war with Iran is unfolding ahead of listed companies' first-quarter reports. That is all the market is looking at. That is the only thing right now, says Lars Söderfjell, head of equities at the Bank of Åland.
BusinessExpect increased dividends in this year's flood of financial statements from listed companies over the coming weeks. We expect SEK 327 billion from the companies we monitor. That's about 4 percent more than last year, says SEB's equity strategist Esbjörn Lundevall about the dividends.
BusinessProfits and growth in the AI sector, as well as increased hope for a brighter future, have pushed up the stock markets this year. There is much to suggest that this will continue in 2026, according to the professionals. In my main scenario, we have an increase on the Stockholm Stock Exchange of around 15 percent next year, says Lars Söderfjell, head of equities at the Bank of Åland.
BusinessTwo weeks of report flood have so far not revealed any clear losers among Swedish listed companies. The order intake has actually been quite good in many cases. And as for the outlook ahead, one might have feared worse considering the trade war, says Lars Söderfjell, equity manager at Ålandsbanken.
BusinessThe stronger krona is expected to have hit hard against Swedish export companies during the first quarter. But what is waiting around the corner is more unclear than in a long time after Trump's tariff shock. The risks are high, says Karl Hedberg, stock manager at Carnegie Private Banking.
BusinessIncreased risk of recession in the USA and great uncertainty surrounding what applies with Donald Trump in the White House lies behind the strong downward pressure on Wall Street, according to Lars Söderfjell, stock market manager at Ålandsbanken. He sees great spread risk.
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