HELSINKI, June 27 (Reuters) - FIM Securities said on Friday good valuations had brought shares in engineering firm Metso , flag carrier Finnair and minerals group Outokumpu to its model portfolio.
At the same time it removed retail software firm Aldata , tyre maker Nokian Renkaat , and retailer Stockmann .
"The cyclical market downturn has already been factored into the stock prices of Metso and Outokumpu. The dangers of SARS and terrorism have likewise been accounted for in Finnair's share price," FIM said in a research note.