Atlas Copco AB (MEX:ACOF)

MXN 224.01 0 (0%) Market Cap: 1.55 Til Enterprise Value: 1.58 Til PE Ratio: 29.08 PB Ratio: 8.18 GF Score: 89/100

Atlas Copco AB Capital Markets Day Transcript

Nov 26, 2019 / 08:10AM GMT

Release Date Price: MXN726.85

Transcript

Mats RahmstrÃ;m

Atlas Copco AB - President, CEO & Director

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I'd also like to take the opportunity to say welcome to everyone. We do appreciate you taking the time to come here and visit us. And we will try to make it worth your trip here, talk a little bit extra today about Compressor Technique. So the growth journey they are on, can we continue that and what is Vagner and his team is building. And we will see that in a very tangible way this afternoon as well. And I think the afternoon is the highlight. It's going to be extraordinary. And I looked at it yesterday, I was really impressed. I hope you will be, too. So Hans Ola and I will take you through the first presentation, let me start.

So this is the agenda, but maybe first then to set the scene a little bit, go back a little bit to the Q3 report and what we actually see in the market. And we can see on orders, order growth, we can see principally 2 streams. One is a positive one. That's the long-term CapEx development. What we see, that could be, for example, semi investments in China, the bigger player investing in

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