Incap

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Valvoja: Ram

Re: Incap

ViestiKirjoittaja ripeleino » 17.05.2018 17:57

Jälleen ajankohtainen uutinen kun kurssi lasketellut kuuteen euroon: https://www.kauppalehti.fi/uutiset/incapin-arvostus-on-hapeallisen-matala-tulokseen-nahden/rB7pzUxx

Intian tehtaassa investoidaan SMT-linjaan, joka otetaan käyttöön syksyyn mennessä.
Viimeisen 12kk liikevaihto ylittänyt 50 miljoonan rajapyykin.
Vuodesta 2018 näyttäisi tulevan 5. peräkkäinen vuosi jolloin tulos plussan puolella.

Arvostus halpa:
P/E = 8,2
EV/EBIT = n. 6,3

Indereksen Scanfil vertailuryhmätaulukossa keskiarvot:
2017 EV/EBIT 10,8, PE 14,6
2018 EV/EBIT 9,0, PE 12,9
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ripeleino
 
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Re: Incap

ViestiKirjoittaja Akseli Gran » 21.05.2018 09:31

Scanfil on joka geelitukan kehujan aihe Incap kukaan ei seuraa paitti tää.
https://simplywall.st/stocks/fi/tech/he ... l-returns/

Incap Oyj (HEL:ICP1V): Assessing Capital Returns
Devin Koller May 19, 2018
This analysis is intended to introduce important early concepts to people who are starting to invest and want a simplistic look at the return on Incap Oyj (HLSE:ICP1V) stock.

Incap Oyj stock represents an ownership share in the company. This share represents a portion of capital used by the company to operate the business, and it is important the company is able to use the capital base efficiently to create adequate cash flows for you as an investor. You need to pay attention to this because your return on investment is linked to dividends and internal investments to improve the business, which can only occur if the company is expected to produce adequate earnings with the capital that has been provided. Thus, to understand how your money can grow by investing in Incap Oyj, you need to look at what the company returns to owners for the use of their capital, which can be done in many ways but today we will use return on capital employed (ROCE).

Check out our latest analysis for Incap Oyj
What is Return on Capital Employed (ROCE)?
When you choose to invest in a company, there is an opportunity cost because that money could’ve been invested elsewhere. Therefore all else aside, your investment in a certain company represents a vote of confidence that the money used to buy the stock will grow larger than if invested elsewhere. So the business’ ability to grow the size of your capital is very important and can be assessed by comparing the return on capital you can get on your investment with a hurdle rate that depends on the other return possibilities you can identify. We’ll look at Incap Oyj’s returns by computing return on capital employed, which will tell us what the company can generate from the money spent in operations. ICP1V’s ROCE is calculated below:

ROCE Calculation for ICP1V

Return on Capital Employed (ROCE) = Earnings Before Tax (EBT) ÷ (Capital Employed)

Capital Employed = (Total Assets – Current Liabilities)

∴ ROCE = €3.99M ÷ (€24.78M – €12.06M) = 31.39%

The calculation above shows that ICP1V’s earnings were 31.39% of capital employed. This shows Incap Oyj provides a great return on capital employed that is well above the 15% ROCE that is typically considered to be a strong benchmark. As a result, if ICP1V is clever with their reinvestments or dividend payments, investors can grow their capital at an enviable rate over time.

HLSE:ICP1V Last Perf May 19th 18
HLSE:ICP1V Last Perf May 19th 18
Does this mean I should invest?
ICP1V is efficient with the use of capital, but this is only the case if ICP1V continues to maintain the presently healthy ROCE, which will change if the company either earns less or requires more capital to create earnings. So it is important for investors to understand what is going on under the hood and look at how these variables have been behaving. Three years ago, ICP1V’s ROCE was 14.28%, which means the company’s capital returns have improved. We can see that earnings have increased from €235.00K to €3.99M whilst the amount of capital employed also grew but by a proportionally lesser volume, which suggests the larger ROCE is due to a growth in earnings relative to capital requirements.

Next Steps
Incap Oyj’s ROCE has increased in the recent past and is currently at a level that makes the company an attractive candidate that is capable of producing solid capital returns, and hence, an attractive return on investment. This is an ideal situation to be in, but return on capital employed is a static metric that should be looked at in conjunction with other fundamental indicators like the management team and valuation. If you don’t pay attention to these factors you cannot be sure if this trend will continue or reverse due to reasons that cannot be seen by looking in the past. If you’re building your portfolio and want to take a deeper look, I’ve added a few links below that will help you further evaluate ICP1V or other alternatives.
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Akseli Gran
 
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Re: Incap

ViestiKirjoittaja Akseli Gran » 03.06.2018 05:32

Eilen Google Alert lähetti tälläsen.

INCAP INDIA WINS THE "BEST DISTRICT EXPORTER AWARD TUMKUR" FROM FKCCI
Incap Corporation
Press Release 2 June 2018


INCAP INDIA WINS THE "BEST DISTRICT EXPORTER AWARD TUMKUR" FROM FKCCI

Incap Contract Manufacturing Services Pvt Ltd has been honored with the "Best District Exporter Award Tumkur" for the year 2017-2018. The award was granted by FKCCI International Business & Export Awards Committee on 29 May 2018 at FKCCI (Federation of Karnataka Chambers of Commerce and Industry). The jury comprised of DGFT, FIEO, EXIM BANK and ECGC.

Mr. Murthy Munipalli, Managing Director of Incap India, will receive the award on 15 June 2018 at 4.00 pm at Sir. M.V. Auditorium, FKCCI, K.G. Road, Bangalore, from Mr. Suresh Prabhu, honourable Union Minister for Industry and Commerce and Civil Aviation, Government of India.

Says Mr. Munipalli: "We are extremely pleased by this recognition and appreciate this very much. It vindicates our hard work and emphasizes our quality consciousness and on time delivery commitment to our customers."

"We take this opportunity to thank all our valued customers and our entire team"

Also in June 2016, Incap India was granted the Export Excellence Award from the FKCCI.

INCAP CORPORATION

For further information, please contact;
Mr. Murthy Munipalli, Managing Director of Incap CMS Pvt Ltd, tel. +91 98802 31431

Distribution:
Major media in India
www.incapcorp.com

http://incapcorp.com/news/?id=201806-2196841
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Akseli Gran
 
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Re: Incap

ViestiKirjoittaja Akseli Gran » 06.06.2018 13:36

Troolisa joku oletti että Q2 julkistamisen yhteydessä tulisi myös posari. Jos näin kävisi olisi ovella pikku tungos. Vain 22% on nyt 50 isoimman ulkopuolella.
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Akseli Gran
 
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Re: Incap

ViestiKirjoittaja Akseli Gran » 16.06.2018 12:03

En ole ainut joka ihmettelee Incapin tän hetken arvostusta. Markkinat väärässä?

https://simplywall.st/stocks/fi/tech/he ... damentals/

Katso Incap Oyj: n (HLSE: ICP1V) poikkeukselliset perusteet
Lester Strauss 15. kesäkuuta 2018
Investointikotelon rakentaminen vaatii kokonaisvaltaista tarkastelua. Tänään olen päättänyt panna Incap Oyj: n ( HLSE: ICP1V ) valokeilaan sen erinomaisten perustekijöiden vuoksi useammalla kuin yhdellä alalla. ICP1V on yritys, jolla on suuri taloudellinen terveys sekä vahva tulos suorituskyvystä. Seuraavassa on lyhyt selostus näistä keskeisistä näkökohdista. Niille, jotka ovat kiinnostuneita kaivamaan hieman tarkemmin kommenttini, tutustu Incap Oyj : n raporttiin täältä .
Erinomainen tulos ja erinomainen tase
ICP1V laski 46,70%: n edellisvuoteen verrattuna ja viimeisimmän tuloksensa ylitti keskimääräisen tasonsa viimeisten viiden vuoden aikana. Vahva tuloskehitys heijastuu vaikuttavaan kaksinumeroiseen 29,92%: n tuottoon osakkeenomistajille, mitä sijoittajat haluavat nähdä! ICP1V: n kyky ylläpitää riittävää rahasummustetta tulevien velkojen täyttämiseksi on hyvä merkki sen taloudellisesta terveydestä. Tämä viittaa siihen, että johdon määräysvallassa oleva kassavirta ja kustannukset hallitaan, mikä on tärkeä tekijä yhtiön terveydelle. ICP1V näyttää käyttävän hyvää velkaa, mikä tuottaa 0,27x: n kokonaisvelan kassatasoa edellisvuoteen verrattuna. Tämä on vahva osoitus siitä, että velka on kohtuullisen suurta......
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Re: Incap

ViestiKirjoittaja Akseli Gran » 19.06.2018 13:07

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Re: Incap

ViestiKirjoittaja Akseli Gran » 20.06.2018 05:54

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Re: Incap

ViestiKirjoittaja Akseli Gran » 24.06.2018 09:37

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Re: Incap

ViestiKirjoittaja Akseli Gran » 12.07.2018 17:48

Markkinat hinnoittelee Tinurit ihmeellisesti. Kitron pe-18 2018e Incap pe-8 2018e

KITRON: Q2 2018 - CONTINUED GROWTH AND SOLID PROFITABILITY

14:00
(2018-07-12) Kitron today reported quarterly figures that confirm the
companys progress towards its strategic ambitions.

Kitrons revenue in the second quarter amounted to NOK 667 million, an
increase of 3 per cent compared to the same quarter last year.

Profitability expressed as EBIT margin was 6.8 per cent in the second quarter.

Peter Nilsson, Kitrons CEO, comments:
This is the highest second quarter revenue in Kitrons history. In general,
the financial results increase our confidence in the 2018 outlook and our
strategic ambitions, which include revenues of NOK 3 billion and an EBIT
margin of 7 per cent in 2020. It is especially gratifying that we make
progress in the face of industry-wide issues with component availability.
This is a testament to our robust supply chain. The second quarter showed
record levels of future prospects: a growth of 60 per cent compared to last
year in the new quote pipeline. In addition, the oil and gas market sector
shows signs of recovery, and we expect significant improvement from 2019.

Revenue and order backlog grew
Kitrons revenue in the second quarter amounted to NOK 667 million, compared
to 649 million in the same quarter last year. Revenue growth compared to the
same quarter last year was particularly strong in the Industry market sector.

The order backlog increased by 12 per cent on a comparable basis. After
adjustment for the introduction of the new IFRS 15 accounting rules, the
order backlog ended at NOK 1 009 million. There are early signs of increased
investments in the offshore industry, translating into increased order
backlog in the Offshore/Marine market sector, albeit from a very low level.

Solid profitability
Second quarter operating profit (EBIT) was NOK 45.0 million, compared to 45.5
million last year. EBITDA was NOK 58.6 million, compared to 59.0 million last
year.

Net profit amounted to NOK 34.5 million, an increase of 10 per cent. This
corresponds to earnings per share of NOK 0.20, compared to NOK 0.18 last
year.

Effective actions to counter component shortages
Net working capital increased by 7 per cent compared to the same quarter last
year to NOK 603 million. Operating cash flow was NOK 42.7 million, compared
to 63.1 million in the second quarter 2017.

The increase in working capital is partly related to a deliberate and
temporary inventory build-up to avoid supply disruptions in the face of
previously reported electronic components shortages.

Component shortages have been an ongoing issue for the Electronics
Manufacturing Services industry since last year, and the situation is
expected to be challenging throughout the year and into 2019. Kitron works
closely with its customers to alleviate the situation and its timely and
systematic approach combined with its preferred partner program has prevented
serious supply disruptions.

New accounting standard
Kitron implemented the new accounting standard IFRS 15 Revenue from Contracts
with Customers from 1 January 2018. In the second quarter, this had minimal
effect on revenue and profits, but it reduced the order backlog. It also
affected certain balance sheet items. See the quarterly report for details

Outlook
For 2018, Kitron expects revenue to grow to between NOK 2 500 and 2 700
million. The EBIT margin is expected to be between 6.1 and 6.5 per cent.
Growth is primarily driven by customers in the Industry and Energy sectors.
Profitability is driven by cost reduction activities and improved efficiency.

Enclosed in PDF are the quarterly report and the presentation.

The interim report is presented today at 2.00 p.m. CEST. The presentation will
be given in English by CEO Peter Nilsson and CFO Cathrin Nylander, and will
be webcast at the following link:
http://webtv.hegnar.no/presentation.php ... d=92012668

For further information, please contact:
Peter Nilsson, CEO, tel: +47 948 40 850

Cathrin Nylander, CFO, tel: +47 900 43 284

E-mail: investorrelations@kitron.com

Kitronis one of Scandinavias leading electronics manufacturing services
companies for the Defence/Aerospace, Energy/Telecoms, Industry, Medical
devices and Offshore/Marine sectors. The company is located in Norway,
Sweden, Lithuania, Germany, China and the United States. Kitron had revenues
of about NOK 2.4 billion in 2017 and has about 1 450 employees.www.kitron.com
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Re: Incap

ViestiKirjoittaja Akseli Gran » 13.07.2018 18:54

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