videoSlug

VideoSlug_VideoQuery

slug

VideoPageContentQuery

content

videos

query VideoSlug_VideoQuery(
  $videoSlug: String!
) {
  ...VideoPageContentQuery_1X4EH4
}

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
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment LatestVideos_Videos on Query {
  videos(first: 5, upcoming: false, order: {field: liveTime, direction: DESC}) {
    edges {
      node {
        id
        title
        lang
        pageUrl
        liveTime
        isLive
        companies {
          name
          squareLogoUrl
          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 VideoPageContentQuery_1X4EH4 on Query {
  content(slug: $videoSlug, type: [VIDEO, WEBCAST]) {
    __typename
    id
    title
    slug
    lang
    htmlBody
    isPremium
    companies {
      viewerIsFollowing
      id
      name
      pageUrl
      defaultInstrument {
        id
        isin
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    createdAt
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    ... on Video {
      imgUrl
      videoEmbedUrl(location: "inderes")
      audioEmbedUrl
      registrationInfoHtml
      registrationUrl
      liveTime
    }
    ... on Webcast {
      imgUrl
      videoEmbedUrl(location: "inderes")
      registrationInfoHtml
      registrationUrl
      liveTime
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
  }
  ...LatestVideos_Videos
}


type

__typename

title

lang

htmlBody

isPremium

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

first

order

upcoming

edges

Community Manager

Isa Hudd

Incap

Incap’s Q1 was solid, but focus lies on the profit warning issued in April. The biggest customer is applying the brakes and wants to lower its inventories. Is this a structural problem or a temporary setback? What will happen with profitability, the released capacity and the new factory in India? What does the future guidance look like and how is CEO Otto Pukk sleeping?

Incap&rsquo;s Q1 was solid, but focus lies on the profit warning issued in April. The biggest customer is applying the brakes and wants to lower its inventories. Is this a structural problem or a temporary setback? What will happen with profitability, the released capacity and the new factory in India? What does the future guidance look like and how is CEO Otto Pukk sleeping? Contents: 00:00 Start 00:54 Profit warning and visibility 02:49 Taken by a surprise 03:44 Growth and moved orders 05:32 Temporary issue? 07:17 Easing of component shortage 08:47 Q1&rsquo;2023 10:29 Spare capacity 12:20 India 14:58 Personel in India 15:33 Profitability 15:54 Order intake for rest of the customer base 16:43 Possible M&amp;A 17:54 Guidance 19:24 Skin in the game Read the latest research, Incap: <a href="https://www.inderes.se/en/research/incap-the-market-verdict-seems-slightly-exaggerated" target="_blank" rel="noopener">The market verdict seems slightly exaggerated</a>, published 2023-04-19 Read more about <a href="https://www.inderes.se/en/companies/Incap" target="_blank" rel="noopener">Incap</a>.

Incap Q1'23: Is Pukk sleeping well?

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