contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  createdAt
  changedAt
  isPremium
  authors {
    __typename
    name
    pageUrl
    id
  }
  companies {
    name
    id
  }
  tags {
    name
    id
  }
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
      researchContentUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


detection-technology-not-many-good-news-needed-evli

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

changedAt

Detection Technology is a global solution and service provider of X-ray detectors for medical, security and industrial applications. The company's solutions range from sensor components to optimized detector systems with microcircuits, electronics, mechanics, software and algorithms. The company has offices in Finland, India, China, France and the USA. Detection Technology was founded in 1991 and has its headquarters in Espoo.

Detection Technology              Detection Technology expands battery inspection portfolio with high-speed...    Detection Technology, a global leader in X-ray detector solutions, has expanded its X-ray flat panel detector portfolio for battery inspection by adding high-speed IGZO (Indium Gallium Zinc Oxide) -based detectors, available in panel sizes 1313,...                             The product lineup expands again, this time with flat panel detectors.

As a matter of principle, it’s always good if institutions get interested in the stocks in my portfolio.

The problem has been precisely that there hasn’t been earnings growth in recent years, despite earnings growth forecasts. The share price will certainly correct upwards if earnings growth begins to show year after year. I can promise you that will happen. It might not happen immediately if the markets are still skeptical based on just one year of growth, but if earnings grow systematically, I am 100% sure the share price will follow that development. Why do we need to get any buying pressure from funds or pension companies? Do you think there needs to be some large entity to drive up the price so you can trade your shares to them at an inflated price? Of course, I understand the logic if one fears a cheap buyout from the stock exchange. A high price can keep buyout offers at bay. However, without a buyout, isn’t it just better if the big money stays away, giving a better opportunity to buy future cash flows more cheaply? One should still be able to estimate them within a sufficiently accurate range, and that isn’t quite easy. Nevertheless, if one plans to buy DT this year, it is surely better to add it to the portfolio below €9 than at €12.

Funds are once again the biggest sellers, along with one car dealership? And Toivanen’s interest didn’t last long either; took the dividends and dumped a large slice. On the other hand, private individuals have acquired over 10k shares. But yeah, it’s quite unbelievable that these are still being dumped at these prices. P/E, P/S, P/B are at ten-year lows, EPS growth forecast is tens of percent, and dividend yield is at ATH (in percentage terms). Practically everyone who has bought within the last 10 years is now in the red. CMD didn’t help, and Kinnunen’s views aren’t helping either. Martola has some new concern in at least every other quarterly interview, which thwarts even the smallest attempts at a rally. If nothing else, his facial expressions or gestures arouse suspicion. Well, it’s the same story with Opto, Qt, Reve… i.e., those small caps whose rise has been awaited for years. I just watched the latest Traders Club, where Jukka demonstrated that the earnings growth of US mega-caps is so strong that multiples (P/E) are quite moderate despite the ATH. Could it be that big money is fleeing there? Somehow, we need to get fund and pension company money into these small-cap techs. That likely requires even stronger earnings growth. Hopefully, no redemption (buyout) happens. It would be nice to see an upward trend for at least a few years after the wars end. The drivers should certainly be in place.

Could Seligson be orchestrating a buyout of Ahlström from the stock exchange on their behalf?  Push the price down and then make a tender offer and buyout with a 30–40% premium. After that, with a few years of work to get the company’s key metrics and narrative in order, sell it at four times the price to some large international player.

The stock is still stuck in a deep slump and just won’t start recovering… When I watched Martola’s interview on Inderes TV, I felt that his body language and communication seemed a bit defensive, and he didn’t appear very confident that the rest of the year would show good growth. It’s my largest position right now, but I’m a bit worried whether the company (and the market) knows something more, which is why we’re drifting downwards again this year and left waiting for the next.

Largest changes in shareholders last month:

Detection Technology

DT reports Q1 results on Apr 23. It shouldn’t take more than to maintain last year’s rather low EBITA level to see gains, and in the base case of some growth upside is already meaningful.