contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment CompanyTagList on Company {
  pageUrl
  name
  viewerIsFollowing
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    ...CompanyTagList
    id
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
      id
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    id
    name
    pageUrl
    viewerIsFollowing
    defaultInstrument {
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


__typename

title

isPremium

lang

htmlBody

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Bittium is specialized in developing secure communications and connectivity solutions using technologies and knowledge on radio technology. Bittium provides products and customized solutions based on its product platforms, and R&D services for customers in various industries. Bittium also offers information security solutions for mobile devices and portable computers. 

Bittium

Scandinavian Astor Group

Kitron is a Norwegian manufacturer of electronic products. The company constructs circuit boards for electronic end products aimed at customers in the industrial sector. In addition, the company offers services related to prototypes, industrialization, materials analysis, and test development. The products are used worldwide and in several industries such as defense, industry, offshore, and energy sectors. Kitron was established in 1966 and is headquartered in Asker.

Inderes              Kitron increases margin ambition - Inderes    (2023-12-13) Kitron today hosts a Capital Markets Presentation to update on the company's financial and commercial targets and ambitions. Kitron aims to reach EUR 1 billion in revenues in 2027...                             Direktlänk till bolagets CMD, som hölls 13 Dec 2023 https://channel.royalcast.com/hegnarmedia/#!/hegnarmedia/20231213_1

Tack för svar! Ser fram emot en uppföljning på EMS-bolagen   Framåtblickande P/E ser ju väldigt billigt ut men man ser ju att det inte är så långt ifrån åren innan 2020 innan marknaden blev lite hysterisk. Gjorde en snabb överflygning på Note och Kitron och kollade från vilka branscher som intäkterna kommer från. Kitrons intäktsmix såg bättre ut med mer inriktning mot försvar och flyg. Note hade 50% från industri medans Kitron hade 27%. Ska kolla lite mer på geografisk spridning senare och fundera på det här med near-shoring.  Fortsättning följer…

Här är utvecklingen av Kitrons framåtblickande P/E, som verkligen har minskat kraftigt.

Hej, Börjar med NCAB: PCB-tillverkare är leverantörer till EMS-företag, och det är så de hänger ihop. Många av de nordiska EMS-företagen har nämnt i sina Q3-rapporter att de siktar på att minska sina lager. Därför verkar det logiskt att efterfrågan på PCB skulle vara svag. NCAB sade även detta i sin Q3-presentation “Net sales and order intake decreasing because of lower prices and inventory normalization as well as a hesitant demand”. Därför skulle jag inte se detta som canary in the coal mine.  NCAB hade denna fina illustration av sina kunder på sin webbsida för investerarrelationer.   Jag har inte ännu tittat på Kitrons Q3, men det låter liknande andra nordiska EMS-spelare. Företagen är optimistiska, men värderingarna går ner. Huvudoron enligt min åsikt är den dåliga utblicken för industribranscher som kan drabba EMS-företagen med en fördröjning. Dessutom är EMS-företagens försörjningskedjor starkt bundna till Asien, och man kan hävda att de geopolitiska riskerna har ökat på senare tid. Å andra sidan är EMS-företagen optimistiska, och de har exponering mot branscher med attraktiva tillväxtprofiler som försvar och hälsovårdssektorerna. Jag planerar att skriva en uppföljning om värderingarna av de nordiska EMS-företagen. Jag lovar att den kommer ut snart! -Tommi

Såg bra research på inderes om EMS-bolagen och några jämförelser där. Nu är bolagen ännu billigare och den jag tänker specifikt på är Kitron. P/E 10 på r12. Nu är det iofs bakåt men lyssnar man på confcallet så låter VD optimistisk men ändå vill marknaden handla ner bolaget? Såg någon nämna the canary in the coal mine, NCAB’s rapport från sverige idag men förstod inte riktigt hur mönsterkortstillverkare hängde ihop med EMS-bolagen. Några synpunkter på Kitron? Varför skulle man inte köpa idag?

Kitron

Saab is active in the defense and aerospace industry and focuses on the development, manufacture and distribution of defense and security systems. The company's products include fighter aircraft, radar and surveillance systems. The operations are global with a primary presence in Europe, North America and Asia. Saab was founded in 1937 and is headquartered in Stockholm.

Saab

As tensions between major powers continue to grow, many nations are increasing their investments in defense capabilities. Inderes defense day is a sector day where we at Inderes got the opportunity to interview companies in the defense sector. 


As tensions between major powers continue to grow, many nations are increasing their investments in defense capabilities. Inderes defense day is a sector day where we at Inderes got the opportunity to interview companies in the defense sector. Listen to management interviews with four companies in the defense sector, talking about their strategies, market outlook and&#xa0;advantages/disadvantages comparing with competitors.&#xa0;
<img src="https://content.inderes.se/assets/55969bed-fdfe-4c91-925d-6cd38c49ba34?width=4608&amp;height=1728" alt="Inderes Defense Day">
Click below on the company name to get to the interview.&#xa0; <a href="https://www.inderes.se/videos/inderes-defense-day-astor-1" target="_blank" rel="noopener">Astor</a> - Scandinavian Astor Group is a Swedish defense and industrial group. The group consists of a military part and a civilian industrial part divided into two business areas: Astor Tech and Astor Industry. <a href="https://www.inderes.se/videos/inderes-defense-day-bittium" target="_blank" rel="noopener">Bittum</a> - Bittium specializes in the development of reliable, secure communications and connectivity solutions leveraging its over 35-year legacy of expertise in advanced radio communication technologies. Bittium provides innovative products and services, customized solutions based on its product platforms and R&amp;D services. Complementing its communications and connectivity solutions, Bittium offers proven information security solutions for mobile devices and portable computers <a href="https://www.inderes.se/videos/inderes-defense-day-kitron" target="_blank" rel="noopener">Kitron</a> - Kitron is a leading Scandinavian Electronics Manufacturing Services (EMS) company, delivering improved flexibility, cost efficiency, and innovation power through the value chain.&#xa0;In addition, Kitron is developing expertise in Automotive Electronics with a special focus on Autonomous Technologies.
<div class="col-xs-12 col-sm-6">
<a href="https://www.inderes.se/videos/inderes-defense-day-saab" target="_blank" rel="noopener">Saab</a> - Saab serves the global market with world-leading products, services and solutions from military defence in all domains to civil security. Saab&#x2019;s market offering is broad and consists of complex systems involving extensive research and development as well as services with a high degree of repetition.
</div>

Popular Articles