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).
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.
Norway orders Sectra Tiger solution for sharing classified information
Nov 17, 2021 | Secure Communication Systems | Norway
Linköping – November 17, 2021 – The Norwegian Defence Materiel Agency has ordered additional units of the approved mobile encryption system Sectra Tiger/S from international cybersecurity and medical imaging IT company Sectra (STO: SECT B). The solution enables officials in the Norwegian defense and civil authorities to communicate securely and efficiently, preventing the risk of eavesdropping or information leakage. The new order encompasses the latest version of Sectra Tiger/S, which also guarantees the user higher availability from anywhere and at any time.
Sectra AB was added to the MSCI Global Small Cap Index on November 11, 2021 (page 8 of the announcement). On the same day, the share price rose by about 9%.
Sorry @JNivala, for replying with such a three-year delay. I just got caught up reading about this company.
Sectra does two things:
Medical IT – They develop systems that help hospitals and healthcare manage imaging + data more effectively. In practice, they help doctors do their work more efficiently and treat patients better. These are important things as the population ages and the need for care grows.
Cybersecurity – Sectra also does information security stuff, especially for the defense sector, healthcare, and other critical sectors. Because everything is becoming more digital, it’s essential to protect against data breaches and cyberattacks… that’s what they do. So their solutions help keep important systems secure.
In short:
Sectra earns money by selling healthcare IT solutions and cybersecurity services. The revenue stream consists of software, hardware, service agreements, and ongoing license fees – these are provided especially to hospitals, defense forces, and critical infrastructure operators who need secure and efficient systems.
, 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.
