Aff\u00e4rsv\u00e4rlden ger ett neutralt r\u00e5d f\u00f6r m\u00f6nsterkortbolaget NCAB Group, men lutar \u00e5t att s\u00e4ljr\u00e5d. Det framg\u00e5r av en analys p\u00e5 fredagen.\n <\/p>\n
NCAB gynnas av investeringsv\u00e5gen i AI-datacenter som f\u00e5tt efterfr\u00e5gan p\u00e5 bolagets m\u00f6nsterkort att rusa och aktien \u00e4r upp 60 procent i \u00e5r. I Q2-rapporten sv\u00e4llde orderboken n\u00e4r kunderna tidigarelade k\u00f6p f\u00f6r att s\u00e4kra tillg\u00e5ngen p\u00e5 den kritiska komponenten. Fr\u00e5gan \u00e4r hur l\u00e4nge medvinden h\u00e5ller i sig och vad som h\u00e4nder n\u00e4r bristen avtar, skriver tidningen.\n <\/p>\n
Tidningen ser i sitt huvudscenario p\u00e5 ett par \u00e5rs sikt en potential p\u00e5 7 procent i aktien.\n <\/p>\n
”Hade vi \u00e4gt aktien i dag hade vi \u00f6verv\u00e4gt att s\u00e4lja. Men givet den starka medvinden kan det vara v\u00e4rt att inv\u00e4nta ytterligare en kvartalsrapport eller tv\u00e5. Bolagets kapitalmarknadsdag den 19 november, d\u00e4r nya finansiella m\u00e5l troligtvis v\u00e4ntas, kan ge b\u00e4ttre besked om \u00e5t vilket h\u00e5ll det barkar. Tills vidare \u00e4r vi neutrala till aktien”, skriver Aff\u00e4rsv\u00e4rlden i sin slutsats.
\n
<\/p>\n
Henrik \u00d6hlin
\n
\n henrik.ohlin@finwire.se, 0703-21 06 99
\n
\n Nyhetsbyr\u00e5n Finwire<\/p>\n","protected":false},"excerpt":{"rendered":"Aff\u00e4rsv\u00e4rlden ger ett neutralt r\u00e5d f\u00f6r m\u00f6nsterkortbolaget NCAB Group, men lutar \u00e5t att s\u00e4ljr\u00e5d. Det framg\u00e5r av en…\n","protected":false},"author":2,"featured_media":314470,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[65],"tags":[72,70,71,5882,34,31,33,32,30],"class_list":["post-314485","post","type-post","status-publish","format-standard","has-post-thumbnail","category-ekonomi","tag-business","tag-economy","tag-ekonomi","tag-ncab-group","tag-se","tag-svenska","tag-sverige","tag-sweden","tag-swedish"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@se\/116974957911211695","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/314485","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/comments?post=314485"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/314485\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media\/314470"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media?parent=314485"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/categories?post=314485"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/tags?post=314485"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}