@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 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.
