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    Oskar Lindström

    Senior Analyst at Danske Bank

    Oskar Lindström is a Senior Analyst at Danske Bank specializing in equity research within the Nordic industrial and packaging sectors. He actively covers companies such as Billerud AB, where he has delivered actionable insights and investment calls, recently upgrading the stock to 'Buy' with a projected upside of 28.79%. Lindström began his equity analyst career at Erik Penser Bank AB before joining Danske Bank, building a reputation for rigorous analysis and sector expertise. He holds key professional credentials relevant to European financial markets, but specific securities licenses or FINRA registrations are not publicly listed in available sources.

    Oskar Lindström's questions to ARHUF leadership

    Oskar Lindström's questions to ARHUF leadership • Q1 2025

    Question

    Asked about the recurring nature of strategic volume reductions in non-specialty oils, current capacity utilization, the nature of customer destocking, and the status of the EUDR-related inventory buildup and subsequent unwind.

    Answer

    The company confirmed that strategic volume reduction is an ongoing business decision. Capacity utilization is around 80%, with room to grow volumes by 10-15%. Customer destocking is one of several mixed factors contributing to volume weakness, not a single massive trend. The EUDR safety stock built in late 2024 has been mostly unwound, and they expect to partially rebuild it towards the end of the current year to ensure compliance with the new regulations.

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    Oskar Lindström's questions to ARHUF leadership • Q4 2024

    Question

    Questioned the impact of shifting to more complex products on capacity utilization, the reasons for weakness in the U.S. chocolate market, and whether the company would consider greenfield investments if suitable M&A targets are not found.

    Answer

    While more complex products can use more capacity, the Q4 volume change was a tactical decision and not indicative of a capacity issue; the company has headroom and an ongoing debottlenecking agenda. The weakness in the U.S. chocolate market is likely due to inflation from high cocoa prices, and the company does not speculate on other factors like weight loss drugs. AAK confirmed it would opt for greenfield investments, as it has in the past in China and Brazil, if suitable acquisition targets cannot be found, though working the M&A pipeline is the preferred first step.

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