Miksu and Pauli discussed Wärtsilä inspired by the Q2 results. ![]()
Topics:
(00:00) Introduction
(00:16) Positive recommendation
(01:35) Smaller businesses divested
(02:29) Energy demand and profitability
(05:22) Marine outlook
(06:14) Situation in the Middle East has not hit Wärtsilä
(06:57) No signs of weakness in the market
(07:48) New financial targets?
(08:33) Attractive valuation
(10:30) Competitive landscape in data centers
(11:42) Valuation relative to peers