Tuesday’s themes are Healthcare & Growth and M&A.
PROGRAM FOR TUESDAY, SEP 8, 2026:
Stock Investor’s Week | Healthcare
- 11:00 Welcome! Introduction to the day’s theme: Savanna Saarikko, Jyri Tuominen & Antti Siltanen
- 11:10 Aiforia as an investment: Jukka Tapaninen, CEO, Aiforia Technologies
An event by Alma and Inderes.
Perhaps attention should also be paid to these matters:
Will there be a message that a permanent change has occurred in the market, or is it just about “Italian scanners,” i.e., bottlenecks in infrastructure procurement by customers?
Perhaps one could still spell out the typical slow process—sales, contract, deployment, billing—compared to the fastest experienced equivalent process.
Cost discipline. There is a fairly large amount of personnel relative to this revenue. Of course, that can just drive revenue up and thus secure the EIB financing viewed as a good solution, but is there reason to revise the estimates, and why not?
And outside the presentation for observation; Chairman of the Board Tenkanen and CEO Jukka have bought pieces of the companies at significantly higher prices. Now they are cheaper, will the purchases continue? At least it’s not a closed period now; perhaps M&A isn’t even discussed at these valuations, nor would there be inside information about an upcoming customer relationship—meaning the aforementioned would prevent insider trades. Well, on the other hand, if they do buy, a pessimist might be disappointed, thinking, “Ah, no positive driver coming anytime soon…”