Isa intervjuade analytikern Antti Viljakainen från Incap. 
The portfolio managers of Inderes’ very own stock portfolio, aka “the model portfolio” (YES: it is a real money equity portfolio that invests in Finnish equities. It was launched back in 2011 with 50 000 euros, the rest is history…) decided to open a position in Incap. The decision-making process behind this transaction certainly needs a video of its own, but that is another story. Until then: Head of research Antti Viljakainen gives his current view of Incap and why the recommendation is BUY!
Content:
00:00 Intro
00:05 Buy recommendation and Inderes Model Portfolio’s Incap purchase
01:46 Share of the biggest customer
03:19 Visibility in the market
05:01 Inventory levels
06:43 M&As
08:31 Q3 summarized
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