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    Sean McLoughlin

    Managing Director and Senior Analyst at HSBC

    Sean McLoughlin is a Managing Director and Senior Analyst at HSBC, specializing in European industrials with particular expertise covering major companies such as Siemens and other leading manufacturers. He has delivered actionable equity research, recently upgrading Siemens to Hold with a targeted price point, reflecting his data-driven approach and market insight. McLoughlin’s career in equity research spans over a decade, with previous experience at other prominent financial institutions before his tenure at HSBC. He holds established professional credentials and relevant regulatory licenses required for his senior analyst role.

    Sean McLoughlin's questions to NXPRF leadership

    Sean McLoughlin's questions to NXPRF leadership • Q1 2025

    Question

    Inquired about the status of the remaining U.S. offshore wind project backlog and the financial mechanics of supplying European projects from the U.S. plant, specifically regarding cost and margin neutrality.

    Answer

    The Empire Wind cable is produced and Sunrise is nearly complete. If canceled, termination fees would ensure no material financial impact. Supplying European projects from the Charleston plant is margin-neutral as cost differences in labor and transport are not significant and are covered by project contingencies.

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    Sean McLoughlin's questions to NXPRF leadership • Q3 2024

    Question

    Inquired about high-voltage opportunities in the U.S. beyond offshore wind, commented on M&A rumors, and asked for clarification on the end-market exposure of the auto harnesses business.

    Answer

    The Charleston U.S. facility would prioritize serving the strong European offshore wind market if U.S. demand falters. The company does not comment on market rumors regarding a takeover but stated they are not in any ongoing discussions with CD&R and see significant future value creation. The auto harnesses business is exposed to the automotive market but serves a niche, high-value segment for German luxury brands' engines.

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    Sean McLoughlin's questions to ABBNY leadership

    Sean McLoughlin's questions to ABBNY leadership • Q1 2025

    Question

    Sean McLoughlin of HSBC asked about the Process Automation business, seeking to understand how much its synergy with the Electrification and Motion segments is currently driving order strength and if there was a specific regional focus for marine orders.

    Answer

    CEO Morten Wierod highlighted that the combination of these businesses is a key competitive advantage, citing successful joint projects in LNG and marine propulsion. He described it as a unique and highly appreciated offering. CFO Timo Ihamuotila added that Process Automation orders were strong on a broad-based, global level, with growth in the Americas, Europe, and China.

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    Sean McLoughlin's questions to ABBNY leadership • Q3 2024

    Question

    Asked about the company's strategy for software and whether the group's current manufacturing footprint is adequately sized for its growth targets or if significant CapEx increases are needed.

    Answer

    Management stated that software is vital and integrated with hardware to solve customer problems, but they do not plan large pure-software acquisitions. Regarding footprint, they have already announced significant CapEx for growth, particularly in North America and India, and emphasized continuous investment in automation and productivity across all units.

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    Sean McLoughlin's questions to ABBNY leadership • Q1 2024

    Question

    Asked for an update on short-cycle trends, particularly in residential construction, and inquired about which other short-cycle areas might have room for improvement or are still lagging.

    Answer

    Residential construction, about 10% of Electrification, has seen a slight pickup. The main short-cycle strength is coming from the Smart Power division, serving data centers, utilities, and non-residential construction. Outside of residential, there are no other significant short-cycle areas that are lagging.

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    Sean McLoughlin's questions to ABBNY leadership • Q4 2023

    Question

    Asked for confirmation that an E-mobility IPO is unlikely in 2024 and inquired about the broader portfolio strategy, including potential divestments of underperforming divisions.

    Answer

    The CEO confirmed an E-mobility IPO in 2024 is unlikely due to market conditions and the need for further improvement in the business. Regarding the portfolio, he stated that there are no businesses truly underperforming, as the last 'transformational' division has been successfully turned around. He expressed great satisfaction with the overall performance of ABB's divisions, which have driven the company's margin above its long-term target.

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    Sean McLoughlin's questions to ABBN.SW leadership

    Sean McLoughlin's questions to ABBN.SW leadership • Q1 2025

    Question

    Sean McLoughlin from HSBC inquired about the competitive advantage gained from integrating Process Automation with Electrification and Motion, and asked for the regional focus of recent order strength in the Marine segment.

    Answer

    CEO Morten Wierod detailed the unique synergy in sectors like LNG and cruise ships, where ABB provides a combined offering of automation, motors, drives, and switchgear. CFO Timo Ihamuotila added that the strong order growth in Process Automation was broad-based, with increases across the Americas, Europe, and China.

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    Sean McLoughlin's questions to ABB (ABLZF) leadership

    Sean McLoughlin's questions to ABB (ABLZF) leadership • Q1 2025

    Question

    Sean McLoughlin from HSBC asked about the competitive advantage of Process Automation's integration with the Electrification and Motion businesses. He inquired how much this synergy is already contributing to order strength and if there's a specific regional focus for growth in the Marine segment.

    Answer

    CEO Morten Wierod provided examples like LNG projects and cruise ships where the combined offering of automation, motors, drives, and switchgear is a unique advantage. He noted Process Automation often leads these integrated customer engagements. CFO Timo Ihamuotila confirmed that the strong Process Automation orders were broad-based, with growth across the Americas, Europe, and China.

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    Sean McLoughlin's questions to Nextracker (NXT) leadership

    Sean McLoughlin's questions to Nextracker (NXT) leadership • Q3 2025

    Question

    Sean McLoughlin asked for quantification of new product sales in the quarter and inquired about the pricing or competitive advantage gained from the company's push on R&D.

    Answer

    Dan Shugar, CEO, highlighted the company's doubled investment in R&D and its process of bringing validated products to market. Howard Wenger, President, added that new products like Hail Pro-75 are gaining significant traction. He stated that in aggregate, new products (XTR, TrueCapture, Hail Pro, foundations) will be a material and important part of the story for the next fiscal year, demonstrating that R&D investments are paying dividends.

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