Hello,
I decided to start my own thread for Sectra AB. I’ve commented on the company a few times in the cybersecurity forum, but I primarily see this as a top expert in medical imaging, and since the company seems to be doing well, I would appreciate comments and analyses on Sectra’s status and future from forum members smarter than myself.
I’ve been secretly invested in Sectra for several years. Initially, through Nordea’s Selecta insurance fund, which turned out to be completely absurd 
, into which I saved at the turn of the millennium and which was somewhat forcibly sold to me at the bank counter (back when people still did business in branches 
). This mistake, however, had the benefit that I thus became more closely acquainted with the companies contained within the fund, including this Sectra 
. It repeatedly appeared in the fund’s annual reports with an ever-increasing share, and later it was even specifically praised in the fund prospectus. I bought independent shares for the first time two or three years ago and have topped up a few times, most recently during this spring’s dip, from which the price has almost doubled. I haven’t regretted it. When the price approached 1000 SEK this year, it was recently split 5:1. Sectra was founded in 1978 and listed on Nasdaq Stockholm in 2014. I don’t know exactly when the fund was included in Nordea’s Nordic Small Cap fund, which I am obliged to own until retirement. For the past five years, the price has mostly been on an upward trend, and today the company’s market value was already 39,373.05 MSEK.
I also found something in Finnish, a relatively recent presentation of the company, where Nordea Innovation Stars’ Portfolio Manager Carl Mattiasson also presents his views on Sectra (and tries to sell that particular fund, so one must read that fact with a critical eye).
https://nordeafundsmagazine.fi/artikkelit/sectra
I am a somewhat intuitive investor and don’t always research and turn over every stone. Perhaps one of you can help me with this? What do you think, and does anyone else have this company in their portfolio? (Owners in Nordnet: 1,803 – are all the others Swedish, or is there another Finnish owner besides me?)
I also added this: A link to the most recent video from the interim report.