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Vlad Sergievskii

senior equity research analyst at Barclays PLC

Vlad Sergievskii is a senior equity research analyst at Barclays, specializing in European capital goods, industrials, and engineering companies. He covers major listed firms including Siemens Energy, Atlas Copco, Sandvik, Epiroc, and Schindler, providing investment recommendations and sector insights; one notable action in 2024 was downgrading Siemens Energy to Equal Weight. Sergievskii has been recognized across multiple investor relations materials from leading European industrials and has held coverage responsibility at Barclays for several years, though earlier career details and prior employers are not publicly disclosed. While detailed performance rankings and specific credentials are not broadly published, his prominent analyst role at a tier-one bank and inclusion in corporate coverage lists underscore established industry credibility.

Vlad Sergievskii's questions to SHLAF leadership

Question · Q1 2025

Asked about current pricing trends in China across all products and about the current state of the global modernization cycle, including potential risks from U.S. uncertainty.

Answer

The company does not expect any significant pickup in pricing in China this year for any product line. The current modernization growth cycle is considered sustainable and 'here to stay for a while,' driven by the large installed base worldwide. It is also noted to be less sensitive to economic uncertainty as financing is a small part of the modernization decision.

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