Här är en färsk och utmärkt nyhet om Incap. 
We reiterate our EUR 12.00 target price and Accumulate recommendation for Incap. We made no changes to Incap’s near-term earnings estimates after the Q2 report. The inventory adjustment related to the largest customer depresses the company’s result to a clear downward trend at least in H2, but we do not consider the problem structural. Incap’s long-term strengths, i.e. excellent cost competitiveness and a light organization, have not disappeared and the company managed to carry out a promising acquisition in the US in July. We believe that Incap offers a good expected return for brave and patient investors at the current valuation level (2023e: EV/EBIT 9x).