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 ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...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
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    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 {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    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
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


modellportfolj-vi-okade-vikten-av-detection-technology

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Analyst

Juha Kinnunen

Atte Riikola

Rauli Juva

Detection Technology is a global solution and service provider of X-ray detectors for medical, security and industrial applications. The company's solutions range from sensor components to optimized detector systems with microcircuits, electronics, mechanics, software and algorithms. The company has offices in Finland, India, China, France and the USA. Detection Technology was founded in 1991 and has its headquarters in Espoo.

I read through the entire thread, and I also need to practice using the search function. Thanks for the clear answers

Hello! Our search function seems to be working poorly; I believe it has been mentioned much more often historically. But the assumption has been that Smiths is a significant customer of DT. There’s no factual basis for this, as it’s not a public reference. However, on CMD’s slides, DT stated that 3/4 of the major players in Security CT are the company’s customers, so the probabilities likely support this assumption.   In principle, yes, but since the plan is unknown, it’s impossible to estimate the outcome.  Yes, I believe the pricing power is reasonably good, although there’s always a certain amount of pressure, and price is also a function of volumes. However, DT, in my understanding, faces significantly greater pressure with Medical giants, where volumes are an order of magnitude larger, and there’s more competition. I wouldn’t expect better terms; margins will more likely come from renewable products and, on the other hand, from improving our own cost-effectiveness. This is a business subject to price erosion, but the margin level has been maintained quite well.

I can only find two mentions of Smiths in this thread using the search function. Is Smiths an OEM customer of Deete? If so, one could assume Smiths will invest even more in growth with the new owner, thus benefiting Deete as well. What kind of pricing power does Deete have with such a customer? Smiths is probably also trying to improve its margins by negotiating better terms for itself (when the contract expires),

So, that’s done, probably a good thing for the overall picture. The valuation seems relatively moderate: with the realized result, EV/EBIT 16.3x and EV/EBITDA 12.5x. Not any astounding multiples, but it’s hard to say more precisely without a stronger view on the company’s earnings growth outlook. But let’s just say that in a competitive situation, one might have expected higher multiples - and I guess bids were requested from all relevant parties. For DT, it’s probably good that the matter is progressing and everyday life is approaching. CVC is hardly an ideal buyer compared to an industrial buyer, but it probably doesn’t have much significance. At least they didn’t mention any major plans in the industry, but who knows.

Here is Smiths’ own statement  Proposed Transaction highlights ·          Highly attractive valuation: the enterprise value of £2.0bn represents a multiple of 16.3x headline operating profit of £122m and 12.5x headline EBITDA of £160m for the financial year ending 31 July 2025.   About Smiths Detection Smiths Detection is a global leader in threat detection and security screening technologies for aviation, ports and borders, urban security, and defence segments. Its mission is to help make the world a safer place through advanced detection solutions that safeguard people, infrastructure, and society. In the financial year ended 31 July 2025, Smiths Detection generated revenue of £963 million and headline operating profit of £122 million. As at 31 July 2025, Smiths Detection had total assets of £1,650 million.  SALE OF SMITHS DETECTION SALE OF SMITHS DETECTION

https://www.reuters.com/sustainability/sustainable-finance-reporting/smiths-group-sell-baggage-screening-unit-cvc-265-billion-2025-12-03/ CVC to buy Smith detection unit for 12.5 X Ebitda

Yep, Hannu, however, owns 2.95% of the company and was already the largest individual owner, after which the threshold for new purchases is likely high. He has a lot of skin in the game. Of course, that doesn’t necessarily mean it will show in the end result, but it’s a small positive signal for me at least.

Detection Technology

DT:s vikt i Modellportföljen stiger till 7 %.


Automatisk &#xf6;vers&#xe4;ttning: Ursprungligen publicerad p&#xe5; finska 2025-11-04 08:01 GMT. Ge feedback <a href="https://forms.office.com/e/Q3HWRqeAY2">h&#xe4;r</a>.Vi k&#xf6;pte fler Detection Technology (DT) aktier idag, vilket &#xf6;kar DT:s vikt i Modellportf&#xf6;ljen till 7 %. Tidpunkten f&#xf6;r v&#xe5;rt f&#xf6;rsta k&#xf6;p visade sig vara d&#xe5;lig d&#xe5; 2025 var ett riktigt sv&#xe5;rt &#xe5;r f&#xf6;r DT, men vi ser en utm&#xe4;rkt avkastningspotential i aktien genom den v&#xe4;ntade tydliga vinsttillv&#xe4;xten n&#xe4;sta &#xe5;r och den l&#xe5;ga v&#xe4;rderingen. &#xc4;ven efter aff&#xe4;ren &#xe4;r Modellportf&#xf6;ljens kassavikt 18 %, vilket inneb&#xe4;r goda m&#xf6;jligheter till nya k&#xf6;p.

	2024	25e	26e
Revenue	107.5	101.4	113.0
growth-%	3.6 %	-5.7 %	11.4 %
EBIT (adj.)	14.9	9.8	14.6
EBIT-% (adj.)	13.9 %	9.7 %	12.9 %
EPS (adj.)	0.84	0.52	0.84
Dividend	0.50	0.30	0.47
Dividend %	3.3 %	2.8 %	4.4 %
P/E (adj.)	18.3	20.4	12.8
EV/EBITDA	11.6	11.4	7.6

Modellportfölj: Vi ökade vikten av Detection Technology

Key Estimate Figures31/10

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