Startade kedjan på en av våra intressanta IT-konsulter från Finland, som också har verksamhet i Sverige, Danmark och Norge. Innofactor är en Microsoft fokuserad IT-konsult med en bra del fortlöpande omsättning och egna produkter. Nedan vår 50 sidor långa rapport om bolagets affärsmodell, marknaden, konkurransen, strategin, historiska utvecklingen, estimaten, investerar profilen och så klart värderingen Kommentera gärna Innofactor, Microsoft och IT-konsult relaterade ämnen i kedjan Inderes — Connecting Investors and Companies Innofactor: A firmer and more stable base for earnings growth Innofactor’s turnaround has progressed well for four years, driven by the pull of the Finnish business. In the short term, the market creates uncertainty, but Innofactor’s good base created ...

Jag lade även upp den här avslappnade och korta videon här, där du diskuterade med Isa om Innofactor. När kommer företaget att återvända till kursnivåerna från början av 2000-talet?

@joni.gronqvist har gjort en utmärkt analys av detta företag. Onni Bidco’s tender offer for Innofactor’s shares fell about 10% short of the target of more than 90% during the first offer period, and the company has therefore decided to extend its offer. Innofactor also made several other announcements yesterday, the most important of which was a negative profit warning on revenue and EBITDA, which led us to slightly lower our forecasts. In our view, the offer is still a good one for shareholders from a number of perspectives and we believe there is a strong likelihood that the offer will be successful. We reiterate our target price of EUR 1.68 and our Reduce recommendation and also recommend accepting the offer. Inderes Innofactor: Offer likely to succeed in due course - Inderes Onni Bidco's tender offer for Innofactor's shares fell about 10% short of the target of more than 90% during the first offer period, and the company has therefore decided to extend its offer. Innofactor also made several other announcements...

Många hade återigen höga förväntningar på Innofactor, men företaget svek förväntningarna. Finns det långsiktiga tillväxtdrivkrafter i företaget? Det är värt att läsa denna färska analys: Innofactor’s Q2 results fell short of expectations as the challenging market also impacted the company’s performance. New sales remain challenging, although the order book increased from the previous quarter. In particular, we lowered our earnings forecasts for the coming years due to new sales and the challenge of managing billing rates. We expect that the company will have to issue a profit warning for the current year. With our forecasts (2024e P/E 11x and EV/EBIT 9x), the stock’s valuation picture is rather neutral, although there is clear upside in the longer term. We lower Innofactor’s target price to EUR 1.20 (was 1.55) reflecting estimate revisions. We also lower our recommendation to Decrease (was Accumulate). Inderes Innofactor Q2'24: Innofactor also faces market challenges - Inderes Innofactor's Q2 results fell short of expectations as the challenging market also impacted the company's performance. New sales remain challenging, although the order book increased from the previous quarter.

Många har sagt till mig att detta företag är attraktivt och billigt… Själv är jag inte så entusiastisk över företaget. Här är en analytikers kommentar till den senaste nyheten om företaget: Inderes Innofactor's Lumagate trial concluded - Inderes Innofactor announced that the arbitration tribunal has awarded the case for the benefit of the defendant in the Lumagate acquisition. As a result, Innfoactor will not receive the previously awarded damages of 2.3 MEUR in full.

Innofactor kommer att publicera sin rapport för första kvartalet på tisdag, och här är analytikerns kommentarer i samband med det. Innofactor will publish its Q1 report on Tuesday at 9:00 am EEST. We estimate revenue growth to have slowed slightly in Q1, but to have been good given the challenging market environment. Additionally, we predict profitability to have been at a satisfactory level and slightly below the comparison period. In Q4, the company started to report on its business areas and revenue structure, which has significantly improved the visibility on earnings drivers. Inderes Innofactor Q1 on Tuesday: Satisfactory quarter by the company's standards... Innofactor will publish its Q1 report on Tuesday at 9:00 am EEST. We estimate revenue growth to have slowed slightly in Q1, but to have been good given the challenging market environment.

The following analysis is about two months old, but it’s still worth reading. Inderes Innofactor: Good performance continues in a challenging market - Inderes Innofactor's net sales continued growing very strongly considering the challenging market. Profitability was at a good level and exceeded our expectations quite clearly. The order book decreased and supports the next few quarters, but Innofactor must... Innofactor’s net sales continued growing very strongly considering the challenging market. Profitability was at a good level and exceeded our expectations quite clearly. The order book decreased and supports the next few quarters, but Innofactor must succeed in new sales, which it had confidence in. We expect moderate organic growth in the coming years and slight profitability improvement. With our estimates the share’s valuation (2023e P/E 10x and EV/EBIT 9x) is still attractive, considering the stronger base for earnings growth although uncertainty in the IT market is still elevated.