Admicom - Pioneer of construction industry digitalization

The company hasn’t really been able to dodge the construction sector downturn as I would have hoped. In Finland, there is talk of new massive cuts again, which certainly won’t increase consumption. We’ve been waiting for a turnaround in construction for quite a while now, and it just doesn’t seem to be starting. For my taste, the company is a bit too “married” to the situation in Finland, and that’s why I removed it from my portfolio with a decent profit. Well, Aallon stayed there, which is even more stuck in the same situation :smiley:

Overall, the company was much more cyclical than I thought, and I took a slightly more bearish stance. It’s also a bit difficult to perceive the competitive advantages.

Hopefully, though, the situation turns around for both Finland and the company!

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