Scanfil

Investeringen, som vi finder nødvendig, understøtter Scanfils langsigtede organiske vækst, men den medfører ikke umiddelbare ændringer i vores estimater.

Midtpunkterne af de brede forventningsintervaller var meget på linje med vores nuværende estimater.

Scanfil announced an acquisition of MB Elettronica, an Italian electronics contract manufacturer. Welcome to listen to Scanfil's press conference regarding the acquisition!

Scanfil meddelte torsdag aften, at de har afsluttet opkøbet af den italienske elektronikproducent MB Elettronica.

However, with the valuation decrease due to the recent around 10% price drop (2026e: P/E 12x), we feel the expected return has improved and risen slightly above the required return. In our view, Scanfil also offers an attractive investment story of profitable growth in the longer term.

Scanfil announced on Tuesday evening that it had completed the acquisition of US electronics contract manufacturer ADCO Circuits. We believe ADCO is a good strategic fit for Scanfil, and the valuation of the arrangement is also moderate, so the value creation potential of the rather small transaction seems promising.

Scanfil announced yesterday that the completion of its MB Elettronica acquisition is expected to be postponed to January 2026.