Scanfil - Contract Manufacturer for the Portfolio

@Pia_Maljanen and @Antti_Viljakainen discussed Scanfil in English :slight_smile:

Scanfil’s revenue decreased by 1% in Q4. Head of Research Antti Viljakainen summarizes Q4, recent acquisitions, investments in China, and the new Aerospace and Defense center in Italy.

Topics:

00:00 Intro 00:16 Q4 in a nutshell 01:32 Geographical areas 03:34Market conditions 05:45 Shape of the company after acquisitions 07:25 Aerospace & Defense customer segment 09:25 Investment in China 11:55 Valuation & recommendation

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