contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment CompanyTagList on Company {
  pageUrl
  name
  viewerIsFollowing
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    ...CompanyTagList
    id
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls {
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      defaultInstrument {
        isin
        id
      }
      id
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    id
    name
    viewerIsFollowing
    defaultInstrument {
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


componenta-a-sizable-order-coming-from-the-finnish-defence-forces

__typename

title

isPremium

lang

htmlBody

companies

createdAt

publishers

authors

reactionGroups

pageUrl

alternatePageUrls

imgUrl

description

Analyst

Erkki Vesola

Componenta is a manufacturing company. The company is a supplier of casting solutions that are also used in a number of industrial vehicles, mainly trucks and larger machines. In addition to the main business, associated engineering services are offered. Componenta operates worldwide with the largest presence around the European market. The head office is located in Vantaa.

Componenta

Componenta announced yesterday that the Finance Committee of the Finnish Government is supporting a major purchase of mortar ammunition from Componenta. The deal is virtually certain, but not yet finalized, so it has not yet been factored into our forecasts.

<p><strong><em>Translation: Original comment published in Finnish on 5/31/2024 at 7:33 am EEST.</em></strong></p>
<p>Componenta announced yesterday that the Finance Committee of the Finnish Government is supporting a major purchase of mortar ammunition from Componenta. The deal is virtually certain, but not yet finalized, so it has not yet been factored into our forecasts. In any case, this is important positive news for Componenta. &#xa0;</p>
<h2>Order almost certain</h2>
<p>According to a press release issued yesterday, the Government&apos;s Finance Committee supports the acquisition of shell-tail assemblies of 120 mm mortars (rounds) from Componenta Manufacturing between 2025 and 2028. The total value of the authorization is 50 MEUR (41 MEUR + option of 9 MEUR). The order has already been approved by various preparatory bodies and its implementation is practically awaiting the sign-off by the Minister of Defence Antti H&#xe4;kk&#xe4;nen.</p>
<h2>Growth opportunities for Componenta&apos;s revenue and result</h2>
<p>This is a follow-up order, as Componenta already manufactures shells for 120 mm mortar rounds for the Defence Forces. However, the new order would represent a significant scale-up, as last year the Defence Forces accounted for approximately 4 MEUR (4%) of Componenta&apos;s revenue. Even if the new order would fully replace these deliveries, Componenta&apos;s annual revenue for 2025-2028 would increase by at least 5-6 MEUR (+4...+5%). This would also increase the Defence Forces&apos; share of Componenta&apos;s revenue to about 9%. Moreover, we believe that the margins on the order are good, as the defense equipment market is currently heated up, and it will not hurt the image of the Defence Forces to end up with a domestic, well-known supplier.</p>
<p>We look forward to more information from Componenta in the coming days/weeks, at which point it should be possible to ask further questions.</p>

Inderes

Componenta: A sizable order coming from the Finnish Defence Forces

Probabilities of success in drug development

Drug development investment: Value creation through M&As and licensing agreements

Return on capital (ROE, ROI, ROIC, RONIC)

Valuation methods: Valuation multiples

Helsinki Stock Exchange is cheap

	2023	24e	25e
Revenue	101.8	104.3	109.3
growth-%	-6.67 %	2.42 %	4.84 %
EBIT (adj.)	-0.5	1.8	3.7
EBIT-% (adj.)	-0.46 %	1.74 %	3.38 %
EPS (adj.)	-0.28	-0.00	0.22
Dividend	0.00	0.00	0.10
Dividend %			3.62 %
P/E (adj.)	-	-	12.62
EV/EBITDA	6.05	4.71	3.70

Componenta: A sizable order coming from the Finnish Defence Forces

Order almost certain

Growth opportunities for Componenta's revenue and result

Componenta

Key Estimate Figures07.05

Order almost certain

Growth opportunities for Componenta's revenue and result

Componenta

Key Estimate Figures07.05

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