my screener had also spit out 😁
•
22
•
@Dirty30 and with the price movement. But I also like the outlook
•
11
•@Tenbagger2024 I am always amazed at how many great companies come from Sweden. In my opinion, they play in a league of their own in Europe when it comes to micro and small caps.
••
@Dirty30 Sweden yes, but Scandinavia in general. I already have Kitron in my portfolio. But after the analysis I would like to add a position in Hanza
•
11
•@Tenbagger2024 the valuation is definitely a joke. Even with multiple expansion, there is still a lot of potential here if they continue to deliver.
••
@Dirty30 FCF yield rises to over 7 I think that's really good for a contract manufacturer. Margins still have some room for improvement. PEG is good due to double-digit profit growth. What more could you want. Maybe wait for a small correction. Above all, the Scandinavian defensive companies are doing well. Look at Kongsberg and Saab. The Grippen is very popular in the Ukraine. And Embraer is probably now also building them in South America. Hanza could perhaps also benefit from this.
•
11
•