Top 3 of 2024

It seems others also have a wish-list based on their own portfolio, so that’s why my top 3 is:

  1. Betsson
  2. Shell
  3. SSAB
4 Likes

In alphabetical order:

KH Group
Has lagged a bit in the recent rally. Next year, this will be “discovered”.

Lindex
The name says it all.

Martela
Remote work is starting to manifest as increasing neck, back, and other problems. The resulting home office ergonomic equipment boom, combined with cost-cutting measures, will work wonders for the bottom line.

5 Likes

Especially in Duell’s case, I expect massive dividends.

18 Likes
  1. Tecnotree
  2. Kamux
  3. Innofactor
3 Likes

Kh group
Oriola
Vincit

3 Likes

Stockmann
Kempower
Valmet

3 Likes
  1. MIND Technology: valuation is ridiculous by any metric. Fear over profitability is pointless. All orders for the same production sector - to fail at succeeding would require a total blunder.
    A friend’s description of the situation.
    Näyttökuva 2023-12-22 kello 10.43.16

  2. Duell: the “dividend party” that has grown massive can no longer find room in the safe for dividends, so people are rushing to buy motorbikes in droves, inspired by chairman @Verneri_Pulkkinen.

Näyttökuva 2023-12-22 kello 10.49.39

  1. YIT- Bankruptcies follow one after another. Whoever is left standing eventually reaps the rewards - is it YIT? Well, of course it is.

Näyttökuva 2023-12-22 kello 11.01.33

15 Likes
  1. Nurminen Logistics
  2. Tietoevry
  3. Neste
    I trust them and am getting a feel for the atmosphere.
3 Likes

KH group ; Construction and furniture sectors are recovering. Prediction based on a strong amateur’s gut feeling

Dovre Group; Renewable energy investments in the pipeline etc. etc..

Siili Solutions; Beaten down to the ground, foreign investors turning their heads back to Finland, acquisitions, profitability back to previous years’ levels…

6 Likes

Hopefully my entire portfolio, i.e.

  1. Voxtur
  2. Hims & Hers
  3. illumin Holdings
7 Likes
  1. Kempower (In my portfolio)
  2. Mandatum (In my portfolio)
  3. Tecnotree (Hardly reaches top stock status, but since it’s in my portfolio, I’m adding it for that reason :smiley:)
3 Likes

Here’s a prediction:

  1. QT
  2. Optomed
  3. Kempower
5 Likes

1. Orthex

Makes a major market consolidation move in Central European markets and steps up to a new league.

2. WithSecure

Will be bought out with a juicy premium.

3. Spinnova

In the wake of the new CEO, a viable business model emerges and confidence in the company returns.

:flexed_biceps:

5 Likes

tecnotree, kh group, siili

5 Likes
  1. Kempower. Easy double ahead. First-mover advantage ensures it stays at the forefront of the profitability competition.

  2. Finnair. The war in Ukraine ends and Finnair’s planes fly to the Far East over the Russian landmass again.

  3. Lifeline SPAC. Silo.AI is taken public and Americans notice this. Expecting a 10x by the end of the decade.

11 Likes

EskiMaisa’s opening was really good, those Tecnotree and Dovre Group are the problem children of my portfolio😊.

I predict KH Group
Optomed
Incap

7 Likes
  1. Faron
  2. Kempower
  3. Tecnotree, a “hoping for the best” case.

All of these are in my own portfolio.

3 Likes
  1. Tecnotree
  2. Dovre
  3. Neste
    Sticking with my own horses.
6 Likes

Drawing the following:

Stockmann
Optomed
SSH

2 Likes
  1. Mind
  2. Voxtur
  3. Koryx

Going with risk. :+1:t3:

5 Likes