Opinions Darren Sissons
Atlas Copco ABATCO.A-STTOP PICKOct 29, 2026
Darren SissonsStock price when the opinion was issued
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Global leader in vacuum technology. Dividend increases annualized over 5 years of 10%, 10 years of 6% -- quite solid. Asset light, so fairly high return metrics. Weak last year on exposure to semiconductor market.
Will benefit from AI spend. Tuck-in acquisitions.
Darren SissonsVacuum technology is its core expertise.. It is tied to the semi-conductor sector since production needs clean space. It is the best of breed in its category and probably the best capital goods company in Europe. It is under-priced and somewhat under-covered. He has done well with Swedish companies - management companies tend to be shareholder friendly.
Darren SissonsIt is in the industrial sector. Although the last quarter was a bit softer there is significant upside.
Darren Sissons
Darren SissonsDarren Sissons
Not well known. Is the global leader in vacuum technologies, generating a 17% annualized return the past decade. Their semi division saw revenues grow 82% the past year. Is asset-lite, relying on outsourcing. They buy companies to build geography and markets. Is dipping now, and it seldom is.