Netcompany Group

Read the new Netcompany investment case. Today we post our first One-pager on Netcompany, giving readers an introduction to the company, its investment case, key investment reasons, key investment risks, and relative valuation perspectives against its peer group.

Uncertainty in customer demand was realized more widely in Q2, but development was even more mixed than before. Companies with a high weight of tailored software development and the private sector suffered more in relative terms. Reported figures included mainly negative surprises, which was also seen in the form of change negotiations and profit warnings. We predict that the duality will continue in 2023, but the demand outlook will remain more subdued as a whole in 2023 in the private sector, while public sector demand is expected to remain at a good level.

Dagens aktienyheder 6. juli - 2023