Consti

Den som väntar på något gott… Äntligen var det dags för @olli.koponen att lyfta rekommendationen till “Köp”, efter ett riktigt starkt andra kvartal av Consti. Starkt jobbat öka resultatet på sista raden i dessa tider! https://www.inderes.fi/fi/hyvaa-saa-halvalla

Det minsta och kanske mest “spännande” (well, allt är relativt ) bolaget i min portfölj. Denna vecka började med att nästan en tiondel av marknadsvärdet utraderades under måndagen. Utan nyheter. På en i.ö. stigande Helsingfors-börs. Nya tag på onsdag: 16’000’000 EUR rakt in i orderboken för Q2/2023! Får se var denna vecka slutar; tråkigt är det iaf inte.

Evli tror på fortsatt tillväxt, stabil lönsamhet och även en växande dividend. Consti - Valuation doesn’t set the bar high

Thank you very much for your message! You made some interesting points and brought up some things that I didn’t actually know. Now I might also know where to search for more information with the help of Google. I dare to ask these kinds of questions because I think that the answers can bring joy to others as well, not just me.

Is this too broad of a question, perhaps, but a shorter answer would suffice for me. Does the energy efficiency trend have a significant impact on Consti in the long term? Or is this trend just one small factor in a larger context? Of course, energy efficiency has always been considered, but I’m just wondering if the energy efficiency trend has somehow risen particularly in recent times. Thank you in advance for your response!

Thank you also Olli for your comprehensive answer! I now understand the whole better, there were many things that came up that I wouldn’t have thought of myself. I am very satisfied with your answers.

I will let @olli.koponen give the in-depth answer, but just to open the discussion, Consti has indeed increased its focus on energy efficiency / sustainability solutions. To what extent these initiatives are paying off is beyond me though. A couple of examples: Consti Optimi and Eco Consti. Looking at the initiatives and incentives from the Finnish government (ARA etc.), it should be a highly interesting market.