Scanfil Q2'23: Record result & neutral valuation
Scanfil’s generated a record result in line with our expectations in Q2 and reiterated its outlook. We only made marginal but positive estimate changes for the coming years after the report. We feel the short-term valuation of the share is neutral, although in the longer term, Scanfil still offers a strong, profitable growth investment story. Analyst Antti Viljakainen comments on second quarter highlights and outlook.
Our latest research on Scanfil: https://www.inderes.se/research/scanfil-price-and-value-seem-to-have-found-harmony
00:19 Scanfil Q2’23
01:45 Segments in Q2
02:36 Change of CEO
04:02 Inventory levels