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Inderes’ Portfolio opened a position in INCAP

Incap

The portfolio managers of Inderes’ very own stock portfolio, aka “the model portfolio” (YES: it is a real money equity portfolio that invests in Finnish equities. It was launched back in 2011 with 50 000 euros, the rest is history...) decided to open a position in Incap. The decision-making process behind this transaction certainly needs a video of its own, but that is another story. Until then: Head of research Antti Viljakainen gives his current view of Incap and why the recommendation is BUY!

Content:
00:00 Intro
00:05 Buy recommendation and Inderes Model Portfolio’s Incap purchase
01:46 Share of the biggest customer
03:19 Visibility in the market
05:01 Inventory levels 
06:43 M&As
08:31 Q3 summarized

Incap Q2’25: Weaker Currency Weighs on Results
2025-07-25 13:48 Incap
Incap Q2’25: Valutaeffekt bakom vinstvarningen
2025-07-25 13:36 Incap
Vaisala Oyj, Audiocast, Q2'25
2025-07-25 12:00 Vaisala
Rapala H1'25: Toward a Turning Point
2025-07-25 11:26 Rapala VMC
Hoist Finance, Audiocast, Q2'25
2025-07-25 10:00 Hoist Finance
View all videos
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Inderes’ Disclaimer can be found here. Detailed information about each share actively monitored by Inderes is available on the company-specific pages on Inderes’ website. © Inderes Oyj. All rights reserved.

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