Tech Swedish Community
Our community narratives are driven by numbers and valuation.
Tech Swedish Investing Ideas
Fruad seems to put this stock to pasture
CEO caught for fraud. The real business is much smaller.Read more
Historically Cheap, but the Margin of Safety Is Still Thin
Catalysts Electronics-complexity super-cycle — AI datacentres, EVs and advanced display / semiconductor nodes require ever-finer photomasks, ultra-precise die bonding and higher-reliability SMT lines, directly fueling sales of Pattern Generators, dispensing/coating and photonics tools. Proven pricing power — gross margin has averaged 54 % over the past decade (≈ 40 % lowpint), showing customers pay a premium for Mycronic’s precision and uptime.Read more
US China Tensions And Tariff Risks Will Shrink Margins
Key Takeaways Rising geopolitical and regulatory complexities are driving up costs, shrinking margins, and forcing difficult operational adaptions across Ericsson's supply chain and core markets. Intensifying competition and sluggish network investment adoption threaten Ericsson's pricing power, revenue visibility, and long-term earnings growth.Read more
Rising Acquisition Risks And Slower Orders Will Pressure Margins Over The Coming Years
Catalysts About Mycronic Mycronic supplies production equipment and solutions for electronics manufacturing, including pattern generators, PCB assembly systems and related technologies. What are the underlying business or industry changes driving this perspective?Read more
Upcoming Orders and Expansion Will Drive Global Technology Reach Forward
Key Takeaways Mycronic's acquisitions and new technology launches are bolstering revenue and market position, particularly in the Global Technologies and display industries. Strategic geographic expansion and increased R&D investments indicate potential for long-term revenue growth and market diversification.Read more
Bullish View Sees Radar Antenna Patents And Outsourced Production Driving Future Upside
Catalysts About Gapwaves Gapwaves develops and licenses high performance antenna technology for automotive radar and other radar based applications. What are the underlying business or industry changes driving this perspective?Read more
Digital Twins, Sustainability And IoT Will Transform Industrial Solutions
Key Takeaways Hexagon is set to accelerate high-margin recurring revenues and cash flow through SaaS growth, product launches, and capturing emerging smart industrial markets. Structural changes, including the Octave spinoff and strong acquisition strategy, will improve capital allocation and boost earnings multiples across its core divisions.Read more
Digitalization And Reshoring Will Drive Manufacturing Transformation
Key Takeaways Effective integration of recent acquisitions and systematic optimization are driving margins higher and accelerating earnings growth beyond projections. Strategic positioning in European reshoring and vertical integration boosts long-term market share, margin resilience, and capacity for further growth initiatives.Read more
PC Upgrade Cycle And Design Shift Will Support Long Term Gaming Hardware Demand
Catalysts About Fractal Gaming Group Fractal Gaming Group designs and sells premium, design focused PC cases and gaming peripherals for gamers worldwide. What are the underlying business or industry changes driving this perspective?Read more
