Incap Oyj (ICP1V.HE)
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Incap on globaalne elektroonikatootja, mis ilmselt väga tutvustamist ei vaja. Tehaseid on üle maailma, üks ka Kuressaares, seega võib öelda et Incap on natuke Eesti ettevõte ka.
Lisan siia mõned analüütikute arvamused , kel huvi võib edasi uurida.
Inderes:https://www.inderes.fi/companies/Incap
Nordea:https://research.nordea.com/Company/Display/11578 -
Incap UK investeerib ja omab rohkem kui 20-aastast kogemust kaitse-, julgeoleku- ja kosmosetööstuses.
https://incapcorp.com/incap-uk-invests-in-state-of-the-art-smt-line-upgrades/#:~:text=Incap%20UK%20invests%20in%20state-of-the-art%20SMT%20line%20upgrades,was%20followed%20by%20two%20advanced%20SMT%20placement%20modules. -
July – September 2024 highlights
Revenue for the third quarter of 2024 amounted to EUR 61.8 million (7–9/2023: EUR 50.0 million), an increase of 23.4%. Excluding the impact of company’s largest customer, revenue grew 6.1%.
Revenue grew 7.1% quarter on quarter.
Adjusted operating profit (EBIT) was EUR 8.1 million (EUR 6.4 million) or 13.1% of revenue (12.7%). Year-on-year increase was 26.9%.
Operating profit (EBIT) amounted to EUR 7.9 million (EUR 5.7 million) or 12.8% of revenue (11.4%). Year-on-year increase was 37.6%.
Net profit for the period was EUR 4.9 million (EUR 4.4 million).
Earnings per share were EUR 0.17 (EUR 0.15). -
Inderes soovitus on osta ja sihthind 13 eurot.
https://www.inderes.fi/research/incap-q324-tuloskasvun-toteutuessa-tuotto-odotus-olisi-vahva -
Nordea hinnavahemik EUR 12.1-14.8 eurot.
The company's Q3 net sales and adjusted EBIT were close to LSEG Data & Analytics consensus. The midpoint of Incap's new specified 2024 guidance indicates revenue growth of 5% y/y with an EBIT margin of 12.4%, which we argue is realistic. The EMS market has been challenging in H2 2024 but Incap is doing better than many of its competitors. Moreover, revenue growth in 2025 could exceed 15% with a 5pp higher EBIT margin than the peer group average. Our fair value range remains at EUR 12.1-14.8 per share, based on a DCF analysis and backed by a peer group comparison. Marketing material commissioned by Incap.
https://research.nordea.com/Company/Display/11578
