SKF Shares Should Re-Rate Upward on Automotive Spinoff -- Market Talk

Dow Jones

06/15

1308 GMT - SKF's automotive unit spinoff should see its shares re-rate upward, Deutsche Bank's John Kim writes. The bank's estimates for the second quarter are in line with consensus at the group level, with the expected automotive separation the larger driver for the share. Normal cyclicality for the Swedish ball-bearing maker has been distorted in 2025 and 2026 due to the start-stop nature of tariff changes as well as various periods of customer prebuying activity, it adds. Deutsche Bank continues to forecast a modest volume recovery in late 2026, with recent cost inflation more of a headwind in the second half. The bank lifts its target share price to 280 Swedish kronor from 275 kronor and keeps its buy rating. Shares rise 4.9% to 249.50 kronor. (dominic.chopping@wsj.com)

(END) Dow Jones Newswires

June 15, 2026 09:08 ET (13:08 GMT)

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","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"SKF":"金融股指数ETF-ProShares两倍做空","SKFRY":"AB SKF","BK4161":"工业机械"},"translate_title":"SKF股价应因汽车分拆而重新上调——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SKFRY":0.9,"SKF":1.5},"content_text":"1308 GMT - SKF's automotive unit spinoff should see its shares re-rate upward, Deutsche Bank's John Kim writes. The bank's estimates for the second quarter are in line with consensus at the group level, with the expected automotive separation the larger driver for the share. Normal cyclicality for the Swedish ball-bearing maker has been distorted in 2025 and 2026 due to the start-stop nature of tariff changes as well as various periods of customer prebuying activity, it adds. Deutsche Bank continues to forecast a modest volume recovery in late 2026, with recent cost inflation more of a headwind in the second half. 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