Yep, I agree. Q4 will be Scanfil’s clearly best quarter of 2024. Of course, the short-term demand outlook is still uncertain. The earnings growth trajectory starting from Q4 is therefore not particularly stable, even though Q4 and next year’s comparison figures will also ease from this year’s on average quite demanding levels.
Kitron indeed held its CMD, and there are comments about it in the service. Tomorrow it’s Note’s turn, which, thanks to its industrial electronics-focused portfolio, is an even better comparison for Scanfil than Kitron.