@joni.gronqvist har gjort en intressant analys av Tietoevry.
Enligt min åsikt är detta ett “boomer”-företag inom branschen, det vill säga tråkigt men säkert på lång sikt.
Tietoevry’s comments in the analyst call were in line with earlier. Uncertainty remains in a few areas, while the demand for the software business continues as good. Our forecasts include a milder decline in the areas that suffer from the market, and our forecasts for the full year are at the bottom of the guidance. Thus, there is still a slight risk of a profit warning for Q4. On the other hand, we believe the stock market is well aware of this risk. The price increase has reversed the clearest short-term undervaluation (adj. 2024 EV/ EBIT 9x).