View ValuationAspocomp Group Oyj 향후 성장Future 기준 점검 4/6Aspocomp Group Oyj은 연간 수입과 매출이 각각 42%와 12.7% 증가할 것으로 예상되고 EPS는 연간 42.1%만큼 증가할 것으로 예상됩니다.핵심 정보42.0%이익 성장률42.13%EPS 성장률Electronic 이익 성장14.0%매출 성장률12.7%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트29 Apr 2026최근 향후 성장 업데이트공시 • Feb 25Aspocomp Group Oyj Provides Earnings Guidance for 2026Aspocomp Group Oyj provided earnings guidance for 2026. The company estimated that its net sales for 2026 will grow, and that its operating result for 2026 will improve compared to 2025.Major Estimate Revision • Jan 22Consensus EPS estimates fall by 70%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from €39.7m to €38.8m. EPS estimate also fell from €0.20 per share to €0.06 per share. Net income forecast to grow 42% next year vs 23% growth forecast for Electronic industry in Finland. Consensus price target of €5.00 unchanged from last update. Share price was steady at €5.34 over the past week.공시 • Nov 04Aspocomp Group plc Maintains Earnings Guidance for the Year 2025Aspocomp Group Plc maintained earnings guidance for the year 2025. For the year, Aspocomp maintains the guidance for 2025, presented in the Third Quarter interim report. In 2025, the demand for Aspocomp’s products is expected to remain solid. In particular, demand in the semiconductor market is expected to develop favorably due to significant investments in AI applications and data centers. Good growth in demand is also expected to continue in the Security, Defense, and Aerospace customer segments. Aspocomp estimates that its net sales for 2025 will grow significantly from the 2024 level and that its operating result for 2025 will turn clearly profitable. In 2024, net sales amounted to EUR 27.6 million, and the operating result was a loss of EUR 4.0 million.분석 기사 • Nov 02Earnings Miss: Aspocomp Group Oyj Missed EPS By 63% And Analysts Are Revising Their ForecastsIt's shaping up to be a tough period for Aspocomp Group Oyj ( HEL:ACG1V ), which a week ago released some disappointing...공시 • Oct 30Aspocomp Group Plc Provides Earnings Guidance for the Year 2025Aspocomp Group Plc provided earnings guidance for the year 2025. The company expected net sales for 2025 will grow significantly from the 2024 level, and that its operating result for 2025 will turn clearly profitable.Price Target Changed • Mar 02Price target increased by 21% to €4.00Up from €3.30, the current price target is provided by 1 analyst. New target price is 5.9% below last closing price of €4.25. Stock is up 38% over the past year. The company is forecast to post earnings per share of €0.30 next year compared to a net loss per share of €0.51 last year.모든 업데이트 보기Recent updatesReported Earnings • May 02First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: €0.02 (down from €0.10 in 1Q 2025). Revenue: €9.74m (down 5.9% from 1Q 2025). Net income: €178.0k (down 75% from 1Q 2025). Profit margin: 1.8% (down from 6.8% in 1Q 2025). Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) also missed analyst estimates by 50%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Electronic industry in Finland. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 7% per year.Reported Earnings • Feb 26Full year 2025 earnings: EPS in line with expectations, revenues disappointFull year 2025 results: EPS: €0.06 (up from €0.51 loss in FY 2024). Revenue: €38.2m (up 39% from FY 2024). Net income: €414.0k (up €3.89m from FY 2024). Profit margin: 1.1% (up from net loss in FY 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Electronic industry in Finland. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.공시 • Feb 25Aspocomp Group Oyj Provides Earnings Guidance for 2026Aspocomp Group Oyj provided earnings guidance for 2026. The company estimated that its net sales for 2026 will grow, and that its operating result for 2026 will improve compared to 2025.Major Estimate Revision • Jan 22Consensus EPS estimates fall by 70%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from €39.7m to €38.8m. EPS estimate also fell from €0.20 per share to €0.06 per share. Net income forecast to grow 42% next year vs 23% growth forecast for Electronic industry in Finland. Consensus price target of €5.00 unchanged from last update. Share price was steady at €5.34 over the past week.공시 • Nov 26Aspocomp Group Plc Receives EUR 1.75 Million from the European Union’s Just Transition Fund as Business Development Support to Increase Capacity At the Oulu PlantAspocomp Group Plc has been granted approximately EUR 1.75 million in business development support from the European Union’s Just Transition Fund to increase the PCB manufacturing capacity at its Oulu plant. This development support granted by the Centre for Economic Development, Transport and the Environment of North Ostrobothnia (ELY Centre) is earmarked for the Directed Share Issue and long-term financing arrangements that Aspocomp announced in October (stock exchange release dated October 30, 2025) as well as the company’s updated strategy that Aspocomp announced in November (stock exchange release dated November 3, 2025), in which the company announced investments in expanding the Oulu plant and increasing capacity. With these investments, the company will bolster its position, especially in the printed circuit board market for the defense and semiconductor industries. The support is targeted at a part of the investment project, valued at a total of over EUR 10 million, which will enable the throughput capacity of the Oulu plant to be increased by up to 50%. In addition to increasing the throughput capacity of the Oulu plant, the investment will have positive effects on both the quality of production and the usability of machines and equipment. It will create more than 30 new jobs at the company, most of them at the Oulu plant. The investment project is expected to be completed in the summer of 2027. The total cost of the project, co-financed by the European Union, is EUR 5,840,569 and the development support provides Aspocomp with a total of EUR 1,752,170 in support for equipment investments and related construction costs. EUR 525,052 of this grant will be paid in advance, and the remainder of the grant will be paid on the basis of expenses incurred as the investments are completed in 2026 and 2027.분석 기사 • Nov 07Aspocomp Group Oyj (HEL:ACG1V) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfAspocomp Group Oyj ( HEL:ACG1V ) announced strong profits, but the stock was stagnant. Our analysis suggests that...공시 • Nov 05Aspocomp Group Oyj has completed a Follow-on Equity Offering in the amount of €3.19999 million.Aspocomp Group Oyj has completed a Follow-on Equity Offering in the amount of €3.19999 million. Security Name: Shares Security Type: Common Stock Securities Offered: 673,682 Price\Range: €4.75 Transaction Features: Subsequent Direct Listing공시 • Nov 04Aspocomp Group plc Maintains Earnings Guidance for the Year 2025Aspocomp Group Plc maintained earnings guidance for the year 2025. For the year, Aspocomp maintains the guidance for 2025, presented in the Third Quarter interim report. In 2025, the demand for Aspocomp’s products is expected to remain solid. In particular, demand in the semiconductor market is expected to develop favorably due to significant investments in AI applications and data centers. Good growth in demand is also expected to continue in the Security, Defense, and Aerospace customer segments. Aspocomp estimates that its net sales for 2025 will grow significantly from the 2024 level and that its operating result for 2025 will turn clearly profitable. In 2024, net sales amounted to EUR 27.6 million, and the operating result was a loss of EUR 4.0 million.분석 기사 • Nov 02Earnings Miss: Aspocomp Group Oyj Missed EPS By 63% And Analysts Are Revising Their ForecastsIt's shaping up to be a tough period for Aspocomp Group Oyj ( HEL:ACG1V ), which a week ago released some disappointing...공시 • Oct 31Aspocomp Group Oyj has filed a Follow-on Equity Offering in the amount of €3.19999 million.Aspocomp Group Oyj has filed a Follow-on Equity Offering in the amount of €3.19999 million. Security Name: Shares Security Type: Common Stock Securities Offered: 673,682 Price\Range: €4.75 Transaction Features: Subsequent Direct Listing공시 • Oct 30Aspocomp Group Plc Provides Earnings Guidance for the Year 2025Aspocomp Group Plc provided earnings guidance for the year 2025. The company expected net sales for 2025 will grow significantly from the 2024 level, and that its operating result for 2025 will turn clearly profitable.New Risk • Oct 24New major risk - Revenue and earnings growthEarnings have declined by 43% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 43% per year over the past 5 years. Minor Risk Market cap is less than US$100m (€35.3m market cap, or US$41.0m).공시 • Sep 30+ 4 more updatesAspocomp Group Oyj, Annual General Meeting, Apr 29, 2026Aspocomp Group Oyj, Annual General Meeting, Apr 29, 2026, at 10:00 FLE Standard Time.New Risk • Sep 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Finnish stocks, typically moving 5.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.6% average weekly change). Market cap is less than US$100m (€34.9m market cap, or US$41.1m).Reported Earnings • Jul 18Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: €0.02 loss per share (improved from €0.19 loss in 2Q 2024). Revenue: €10.1m (up 43% from 2Q 2024). Net loss: €141.0k (loss narrowed 89% from 2Q 2024). Revenue missed analyst estimates by 2.9%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Electronic industry in Finland. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.New Risk • May 02New major risk - Revenue and earnings growthEarnings have declined by 45% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). Earnings have declined by 45% per year over the past 5 years. Minor Risk Market cap is less than US$100m (€34.8m market cap, or US$39.4m).Reported Earnings • May 02First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: €0.10 (up from €0.24 loss in 1Q 2024). Revenue: €10.3m (up 66% from 1Q 2024). Net income: €705.0k (up €2.37m from 1Q 2024). Profit margin: 6.8% (up from net loss in 1Q 2024). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 19%. Earnings per share (EPS) also surpassed analyst estimates by 67%. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Electronic industry in Finland. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 100 percentage points per year, which is a significant difference in performance.공시 • Apr 29Aspocomp Group Plc Announces Board and Committee AppointmentsAspocomp Group Plc at its AGM held on April 29, 2025, approved the election of Mr. Ville Vuori as the Chairman of the Board. Ms. Kaisa Kokkonen was elected as the Vice Chairman. The Board of Directors established an Audit Committee. Ms. Jenni Enroth and Ms. Kaisa Kokkonen were elected as members of the Audit Committee.New Risk • Mar 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Finnish stocks, typically moving 6.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.1% average weekly change). Market cap is less than US$100m (€32.2m market cap, or US$33.9m).Price Target Changed • Mar 02Price target increased by 21% to €4.00Up from €3.30, the current price target is provided by 1 analyst. New target price is 5.9% below last closing price of €4.25. Stock is up 38% over the past year. The company is forecast to post earnings per share of €0.30 next year compared to a net loss per share of €0.51 last year.Reported Earnings • Feb 27Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: €0.51 loss per share (further deteriorated from €0.24 loss in FY 2023). Revenue: €27.6m (down 14% from FY 2023). Net loss: €3.48m (loss widened 112% from FY 2023). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 23%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Finland. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.분석 기사 • Feb 20Cautious Investors Not Rewarding Aspocomp Group Oyj's (HEL:ACG1V) Performance CompletelyIt's not a stretch to say that Aspocomp Group Oyj's ( HEL:ACG1V ) price-to-sales (or "P/S") ratio of 1x seems quite...공시 • Dec 20Aspocomp Group Oyj Appoints Hanna-Leena Keskitalo as HR Director and Member of the Management Team, Effective January 20, 2025Aspocomp Group Oyj appointed Hanna-Leena Keskitalo (born 1983), M.Sc. (Tech.), as HR Director and a member of the Aspocomp Management Team as of January 20, 2025. She has previous experience in human resources management at, among others, Oulun Energia Oy and Orbis Systems Oy. Aspocomp’S Management Team Includes as of January 20, 2025: Mr. Manu Skyttä, President and CEO, Mr. Antti Ojala, Cco and Deputy CEO, Mr. Pekka Holopainen, COO, Mr. Jouni Kinnunen, CFO Ms. Hanna-Leena Keskitalo, Hr Director, and Mr. Mitri Mattila, CTO. the Members of the Management Team Report to Manu Skyttä, President and CEO.New Risk • Nov 27New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Finnish stocks, typically moving 6.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (6.7% average weekly change). Minor Risk Market cap is less than US$100m (€20.3m market cap, or US$21.3m).Price Target Changed • Oct 25Price target increased by 10.0% to €3.30Up from €3.00, the current price target is provided by 1 analyst. New target price is 10.0% above last closing price of €3.00. Stock is down 16% over the past year. The company is forecast to post a net loss per share of €0.61 next year compared to a net loss per share of €0.24 last year.분석 기사 • Oct 24Here's Why Aspocomp Group Oyj (HEL:ACG1V) Can Afford Some DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • Oct 24Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: €0.20 loss per share (further deteriorated from €0.11 loss in 3Q 2023). Revenue: €6.37m (down 21% from 3Q 2023). Net loss: €1.35m (loss widened 73% from 3Q 2023). Revenue missed analyst estimates by 16%. Earnings per share (EPS) also missed analyst estimates by 100%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electronic industry in Finland. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 82 percentage points per year, which is a significant difference in performance.공시 • Oct 24Aspocomp Group Oyj, Annual General Meeting, Apr 29, 2025Aspocomp Group Oyj, Annual General Meeting, Apr 29, 2025, at 11:00 FLE Standard Time.공시 • Oct 23+ 4 more updatesAspocomp Group Oyj to Report Fiscal Year 2024 Results on Feb 26, 2025Aspocomp Group Oyj announced that they will report fiscal year 2024 results at 9:00 AM, E. Europe Standard Time on Feb 26, 2025공시 • Sep 17Aspocomp Group plc Announces Appointments to Shareholders Nomination BoardAspocomp Group Oyj announced that following members have been appointed to Aspocomp’s Shareholders’ Nomination Board: Päivi Marttila, appointed by Etola Group and Erkki Etola, Kyösti Kakkonen, appointed by Joensuun Kauppa ja Kone Oy and Mikko Montonen, Aspocomp’s third largest shareholder. Aspocomp’s Shareholders’ Nomination Board consists of three members who represent the company’s three largest shareholders. In addition, the Chairman of the company’s Board of Directors shall serve as an expert member of the Nomination Board unless he or she is appointed as an ordinary member of the Board. The three largest shareholders are determined annually based on the ownership information registered with the company’s shareholders’ register on the first business day of September. The Shareholder’s Nomination Board is responsible for preparing and presenting to the Annual General Meeting and, where appropriate, to the Extraordinary General Meeting, proposals regarding the number and remuneration of the members of the Board of Directors as well as a proposal regarding its composition.공시 • Aug 29Aspocomp Group Plc Lowers its Earnings Guidance for the Year 2024Aspocomp Group Plc lowered its earnings guidance for the year 2024. The company now estimates that its net sales for 2024 will be below the 2023 level, and its operating result for 2024 will be clearly below the 2023 level. In 2023, net sales amounted to EUR 32.3 million and the operating result was a loss of EUR 1.7 million as compared to previous guidance that the company estimated that its net sales for 2024 would increase from 2023, and its operating result would improve from 2023. In 2023, net sales amounted to EUR 32.3 million and the operating result was a loss of EUR 1.7 million. The net sales and operating result guidance is lowered due to the delay in increasing the company’s production capacity and the weakening of demand for its PCB brokerage business. In addition to the decrease in net sales, the weakening of the operating result forecast is influenced by the ramp-up of production of new products and the continued emphasis of net sales on lower-margin customer segments.Price Target Changed • Jul 21Price target decreased by 14% to €3.00Down from €3.50, the current price target is provided by 1 analyst. New target price is 6.8% below last closing price of €3.22. Stock is down 35% over the past year. The company is forecast to post a net loss per share of €0.27 next year compared to a net loss per share of €0.24 last year.Reported Earnings • Jul 20Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: €0.19 loss per share (down from €0.05 profit in 2Q 2023). Revenue: €7.04m (down 26% from 2Q 2023). Net loss: €1.32m (down 498% from profit in 2Q 2023). Revenue missed analyst estimates by 19%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Electronic industry in Finland. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.공시 • Jul 19Aspocomp Group Oyj Provides Sales Guidance for the Year 2024Aspocomp Group Oyj provided sales guidance for the year 2024. For the year, the company expects net sales will increase from 2023 and its operating result will improve from 2023.공시 • Apr 19+ 2 more updatesAspocomp Group Plc Approves No Dividend Be Paid for the Fiscal Year January 1, 2023 to December 31, 2023Aspocomp Group Plc at its AGM held on April 18, 2024 decided that no dividend be paid for the fiscal year January 1, 2023 to December 31, 2023.Reported Earnings • Apr 18First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: €0.24 loss per share (down from €0.04 profit in 1Q 2023). Revenue: €6.25m (down 30% from 1Q 2023). Net loss: €1.66m (down €1.97m from profit in 1Q 2023). Revenue missed analyst estimates by 13%. Earnings per share (EPS) also missed analyst estimates by 140%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Electronic industry in Finland. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.Price Target Changed • Apr 04Price target decreased by 17% to €3.50Down from €4.20, the current price target is provided by 1 analyst. New target price is 9.7% above last closing price of €3.19. Stock is down 51% over the past year. The company is forecast to post earnings per share of €0.07 next year compared to a net loss per share of €0.24 last year.공시 • Mar 20+ 1 more updateAspocomp Group Plc Announces CEO Changes, Effective May 20, 2024Aspocomp Group Plc announced that Manu Skyttä will take up his position as CEO of Aspocomp on May 20, 2024. Manu Skyttä succeeds Mikko Montonen, who, as previously announced, has agreed with the Board of Directors to step down from the role of CEO of the company. Mr. Montonen has committed to staying on as the company's President and CEO until May 20, 2024.공시 • Mar 14Aspocomp Group Oyj Proposes Dividend for the Year 2023Aspocomp Group Oyj announced that the Board of Directors will propose to the Annual General Meeting to be held on April 18, 2024, that no dividend will be paid.공시 • Feb 15+ 1 more updateAspocomp Group Oyj Announces CEO ChangesThe Board of Directors of Aspocomp Group Plc has appointed Mr. Manu Skyttä (b. 1975), MSc, Aeronautical Engineering, as CEO. Manu succeeds Mr. Mikko Montonen, who has agreed with the Board of Directors of the company that he will step down from the role of CEO of the company. Mr. Mikko Montonen has committed to remain as company's President and CEO to secure an orderly transition to Manu Skyttä, at latest on August 14th, 2024. Since 2022, Manu Skyttä has acted as head of Patria Oyj’s Operations unit and as a member of Patria Group Management team. Previously, he has been the Director of new businesses of Millog Oy, partly owned by Patria, and as CEO of Virve Tuotteet ja Palvelut Oy, owned by Millog. Manu Skyttä has also extensive experience from expert and management roles in Maintpartner Group Oy, Wärtsilä Oyj and Finnair technical services.공시 • Jan 11Aspocomp Group Oyj to Report Fiscal Year 2023 Results on Mar 14, 2024Aspocomp Group Oyj announced that they will report fiscal year 2023 results at 9:00 AM, E. Europe Standard Time on Mar 14, 2024공시 • Jan 10Aspocomp Group Oyj Revises Earnings Guidance for the Year 2023Aspocomp Group Oyj revised earnings guidance for the year 2023. The company is lowering its net sales and operating resultforecast for 2023 due to low net sales, weakened product mix and significantly higher material costs. Material consumption was increased by a temporary production process disruption during the fourth quarter. Material usage is estimated to normalize during the first quarter. The production disruption also affected production volumes and net sales at the end of the year. According to preliminary, unaudited figures, the 2023 net sales are expected to amount to approximately EUR 32.3 million and the 2023 operating result to approximately EUR 1.7–1.9 million negative. In its previous outlook for 2023 (released on October 27, 2023), the company estimated that its net sales for 2023 would be clearly below the 2022 level and its operating result for 2023 would remain negative. In 2022, net sales amounted to EUR 39.1 million and the operating result to EUR 4.5 million.공시 • Jan 08Aspocomp Group Oyj Announces Management ChangesAspocomp Group Oyj changes the composition of its Management Team as of January 8, 2024. Member of the Management Team, Chief Operating Officer, and Deputy CEO Antti Ojala has been appointed Chief Commercial Officer as of January 8, 2024. Mr. Ojala will also continue as Deputy CEO. Pekka Holopainen has been appointed Chief Operating Officer, and member of the Aspocomp Management Team as of January 8, 2024. Mr. Holopainen has been working at Aspocomp since 2014, and the most recently he has held the position of Supply Chain Manager. Ari Beilinson leaves his position as Vice President, Sales and Marketing, and member of the Management Team, on January 8, 2024. Aspocomp’s Management Team includes as of January 8, 2024: Mr. Mikko Montonen, President and CEO, Mr. Antti Ojala, CCO and Deputy CEO, Mr. Pekka Holopainen, COO, Mr. Jouni Kinnunen, CFO and Mr. Mitri Mattila, CTO. The members of the Management Team report to Mikko Montonen, President and CEO.공시 • Nov 11+ 5 more updatesAspocomp Group Oyj, Annual General Meeting, Apr 18, 2024Aspocomp Group Oyj, Annual General Meeting, Apr 18, 2024, at 10:00 E. Europe Standard Time.공시 • Oct 28Aspocomp Group Oyj Revises Earnings Guidance for the Year 2023Aspocomp Group Oyj revised earnings guidance for the year 2023. The financial guidance has been updated due to the slower-than-expected recovery of the Semiconductor segment's cycle, and the slowdown in investments in several of the company’s customer segments, mainly due to the rise in interest rates as well as high inventory levels in different parts of the value chain. These changes in the operating environment will affect the development of Aspocomp’s net sales during the end of 2023. Aspocomp estimates that its net sales for 2023 will be clearly below the 2022 level and its operating result for 2023 is expected to remain negative. In 2022, net sales amounted to EUR 39.1 million and the operating result to EUR 4.5 million. Aspocomp estimated previously that its net sales for 2023 would be below the 2022 level and its operating result for 2023 would be clearly below the 2022 level. In 2022, net sales amounted to EUR 39.1 million and the operating result to EUR 4.5 million.공시 • Sep 07Aspocomp Group plc Appoints Päivi Marttila, Kyösti Kakkonen and Mikko Montonen to the Shareholders’ Nomination BoardAspocomp Group Plc appointed Päivi Marttila (appointed by Etola Group and Erkki Etola), Kyösti Kakkonen (appointed by Joensuun Kauppa ja Kone Oy) and Mikko Montonen (Aspocomp’s third largest shareholder) to the Shareholders’ Nomination Board. Aspocomp’s Shareholders’ Nomination Board consists of three members who represent the company’s three largest shareholders. In addition, the Chairman of the company’s Board of Directors shall serve as an expert member of the Nomination Board unless he or she is appointed as an ordinary member of the Board. The three largest shareholders are determined annually based on the ownership information registered with the company’s shareholders’ register on the first business day of September. The Shareholder’s Nomination Board is responsible for preparing and presenting to the Annual General Meeting and, where appropriate, to the Extraordinary General Meeting, proposals regarding the number and remuneration of the members of the Board of Directors as well as a proposal regarding its composition.공시 • Aug 17Aspocomp Group Plc Starts Change Negotiations on Possible Temporary Layoffs at its Oulu PlantAspocomp Group Plc starts change negotiations on possible temporary layoffs at its Oulu plant in Finland. Today, on August 15, 2023, Aspocomp has issued a negotiation proposal in accordance with the Act on Cooperation to start change negotiations for production-related and financial reasons at its Oulu plant. The majority of the Oulu plant’s approximately 120 production blue-collar employees are covered by the negotiations. The change negotiations are estimated to last two weeks, and the possible temporary layoffs would last a maximum of 90 days. With the change negotiations, the company prepares for a possible partial adjustment of production to correspond to temporarily low delivery volumes. Slower-than-expected recovery of the semiconductor cycle and high inventory levels in various parts of the value chain has slowed down net sales. A temporary slowdown in the semiconductor cycle is typical for the industry. The industry's long-term growth prospects are still strong. The cycle of the semiconductor industry is expected to return to growth at the end of the year or the beginning of 2024.Major Estimate Revision • Jul 27Consensus EPS estimates fall by 56%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from €41.5m to €37.6m. EPS estimate also fell from €0.59 per share to €0.26 per share. Net income forecast to grow 62% next year vs 27% growth forecast for Electronic industry in Finland. Consensus price target down from €7.00 to €5.80. Share price fell 3.2% to €4.88 over the past week.New Risk • Jul 21New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.7% Last year net profit margin: 12% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (357% cash payout ratio). Profit margins are more than 30% lower than last year (4.7% net profit margin). Market cap is less than US$100m (€34.5m market cap, or US$38.3m).Reported Earnings • Jul 20Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: EPS: €0.05 (down from €0.23 in 2Q 2022). Revenue: €9.46m (down 1.0% from 2Q 2022). Net income: €332.0k (down 79% from 2Q 2022). Profit margin: 3.5% (down from 17% in 2Q 2022). Revenue missed analyst estimates by 4.5%. Earnings per share (EPS) also missed analyst estimates by 58%. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Electronic industry in Finland. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.분석 기사 • Jul 18Aspocomp Group Oyj (HEL:ACG1V) Seems To Use Debt Quite SensiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...공시 • Jul 17Aspocomp Group Oyj Revises Earnings Guidance for the Year 2023Aspocomp Group Oyj lowers the financial guidance it gave on March 16, 2023, for the year 2023. Company estimates now, that its net sales for 2023 will be below the 2022 level. The operating result is estimated to be clearly below the 2022 level. In 2022, net sales amounted to EUR 39.1 million and the operating result to EUR 4.5 million. In its previous outlook for 2023 (Financial Statement Release 2022, on March 16, 2023), Aspocomp estimated that its net sales for 2023 would increase from 2022 and its operating result for 2023 would be at the same level as in 2022. In 2022, net sales amounted to EUR 39.1 million and the operating result to EUR 4.5 million. The updating of the financial guidance is due to the slower-than-expected recovery of the Semiconductor segment's cycle and high inventory levels in different parts of Aspocomp’s value chain. Previously, Aspocomp estimated that the cycle of the Semiconductor Industry would return to growth in the second half of 2023. According to the updated estimate, the turnaround will take place about a quarter or two slower than expected, i.e., at the end of 2023 or the beginning of 2024. A temporary slowdown in the semiconductor cycle is typical for the industry. The industry's long-term growth prospects are still strong. In addition, inflation and interest rates, the risk of recession and the uncertainties posed by Russia’s war of aggression continue to affect the operating environment of Aspocomp and its customers in the financial year 2023.Upcoming Dividend • Apr 14Upcoming dividend of €0.21 per share at 3.2% yieldEligible shareholders must have bought the stock before 21 April 2023. Payment date: 02 May 2023. Payout ratio is a comfortable 41% and the cash payout ratio is 94%. Trailing yield: 3.2%. Lower than top quartile of Finnish dividend payers (5.1%). Higher than average of industry peers (1.8%).분석 기사 • Apr 05Aspocomp Group Oyj (HEL:ACG1V) Is Increasing Its Dividend To €0.21Aspocomp Group Oyj's ( HEL:ACG1V ) dividend will be increasing from last year's payment of the same period to €0.21 on...분석 기사 • Mar 19Aspocomp Group Oyj's (HEL:ACG1V) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of Aspocomp Group Oyj ( HEL:ACG1V ) has announced that it will be increasing its dividend by 40% on the 2nd...Reported Earnings • Mar 17Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: €0.52 (up from €0.31 in FY 2021). Revenue: €39.1m (up 18% from FY 2021). Net income: €3.55m (up 68% from FY 2021). Profit margin: 9.1% (up from 6.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.9%. Earnings per share (EPS) also missed analyst estimates by 31%. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Electronic industry in Finland. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.분석 기사 • Mar 17Aspocomp Group Oyj (HEL:ACG1V) Could Easily Take On More DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Price Target Changed • Nov 16Price target increased to €7.40Up from €6.80, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of €7.56. Stock is up 25% over the past year. The company is forecast to post earnings per share of €0.72 for next year compared to €0.31 last year.Reported Earnings • Nov 12Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: €0.20 (up from €0.15 in 3Q 2021). Revenue: €10.4m (up 16% from 3Q 2021). Net income: €1.35m (up 33% from 3Q 2021). Profit margin: 13% (up from 11% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Electronic industry in Finland. Over the last 3 years on average, earnings per share has increased by 8% per year and the company’s share price has also increased by 8% per year.공시 • Nov 12Aspocomp Group Oyj, Annual General Meeting, Apr 20, 2023Aspocomp Group Oyj, Annual General Meeting, Apr 20, 2023, at 10:00 E. Europe Standard Time.공시 • Nov 11+ 3 more updatesAspocomp Group Oyj to Report Fiscal Year 2022 Results on Mar 16, 2023Aspocomp Group Oyj announced that they will report fiscal year 2022 results on Mar 16, 2023공시 • Nov 10+ 1 more updateAspocomp Group Oyj Reiterates Earnings Guidance for 2022Aspocomp Group Oyj reiterated the guidance that was published on July 14, 2022. Aspocomp estimates that its net sales for 2022 will increase and its operating result for 2022 will improve clearly from 2021. In 2021, net sales amounted to EUR 33.2 million and the operating result to EUR 2.2 million.분석 기사 • Oct 08Is Aspocomp Group Oyj (HEL:ACG1V) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Valuation Update With 7 Day Price Move • Oct 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to €6.48, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 17x in the Electronic industry in Finland. Total returns to shareholders of 17% over the past three years.분석 기사 • Sep 03We Like Aspocomp Group Oyj's (HEL:ACG1V) Returns And Here's How They're TrendingDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...Major Estimate Revision • Jul 27Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from €39.8m to €39.0m. EPS estimate rose from €0.70 to €0.82. Net income forecast to grow 24% next year vs 18% growth forecast for Electronic industry in Finland. Consensus price target up from €6.80 to €7.40. Share price was steady at €6.58 over the past week.Reported Earnings • Jul 21Second quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2022 results: EPS: €0.23 (up from €0.06 in 2Q 2021). Net income: €1.60m (up 292% from 2Q 2021). Revenue missed analyst estimates by 6.3%. Earnings per share (EPS) exceeded analyst estimates by 35%. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.공시 • Jul 20Aspocomp Group Oyj Reiterates Earnings Guidance for 2022Aspocomp Group Oyj reiterated earnings guidance for 2022. For the period the company estimated that its net sales for 2022 will increase and its operating result for 2022 will improve clearly from 2021. In 2021, net salesamounted to EUR 33.2 million and the operating result to EUR 2.2 million.Valuation Update With 7 Day Price Move • Jul 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to €6.70, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 20x in the Electronic industry in Finland. Total returns to shareholders of 35% over the past three years.분석 기사 • Jul 19A Look At The Fair Value Of Aspocomp Group Oyj (HEL:ACG1V)In this article we are going to estimate the intrinsic value of Aspocomp Group Oyj ( HEL:ACG1V ) by projecting its...공시 • Jul 14Aspocomp Group Oyj Provides Earnings Guidance for the Year 2022Aspocomp Group Oyj provided earnings guidance for the year 2022. For the year, the company estimated that its net sales for 2022 would increase and its operating result for 2022 would improve from 2021. Aspocomp estimates that its net sales for 2022 will increase and its operating result for 2022 will improve clearly from 2021. In 2021, net sales amounted to EUR 33.2 million and the operating result to EUR 2.2 million.Buying Opportunity • Apr 28Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 3.6%. The fair value is estimated to be €7.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.5% per annum. Earnings is also forecast to grow by 11% per annum over the same time period.Reported Earnings • Apr 27First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: EPS: €0.11 (up from €0.07 loss in 1Q 2021). Revenue: €9.03m (up 45% from 1Q 2021). Net income: €767.0k (up €1.22m from 1Q 2021). Profit margin: 8.5% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 5.0%. Earnings per share (EPS) also missed analyst estimates by 15%. Over the next year, revenue is forecast to grow 14%, compared to a 12% growth forecast for the industry in Finland. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.공시 • Apr 27Aspocomp Group Oyj Approves Dividend, Payable on May 5, 2022Aspocomp Group Oyj announced that at the Annual General Meeting held on April 26, 2022, the Annual General Meeting decided to pay a dividend of EUR 0.15 per share, as proposed by the Board of Directors. The dividend will be paid to shareholders registered in the company's register of shareholders maintained by Euroclear Finland Ltd. on the record date of the dividend distribution, April 28, 2022. The dividend will be paid on May 5, 2022.공시 • Apr 26Aspocomp Group Oyj Provides Earnings Guidance for the Year 2022Aspocomp Group Oyj provided earnings guidance for the year 2022. The company estimated that its net sales for 2022 will increase and its operating result for 2022 will improve from 2021.Upcoming Dividend • Apr 20Upcoming dividend of €0.15 per shareEligible shareholders must have bought the stock before 27 April 2022. Payment date: 05 May 2022. Trailing yield: 2.4%. Lower than top quartile of Finnish dividend payers (4.4%). Higher than average of industry peers (1.7%).이익 및 매출 성장 예측HLSE:ACG1V - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202853568112/31/2027464-16112/31/2026412-6113/31/2026380-12N/A12/31/202538023N/A9/30/202537223N/A6/30/202535001N/A3/31/202532-1-1-1N/A12/31/202428-3-5-5N/A9/30/202426-6-1-1N/A6/30/202427-5-11N/A3/31/202430-4-11N/A12/31/202332-235N/A9/30/2023370-12N/A6/30/202339213N/A3/31/202339324N/A12/31/202239414N/A9/30/202240535N/A6/30/202238523N/A3/31/202236323N/A12/31/202133212N/A9/30/2021281-11N/A6/30/202125012N/A3/31/202125023N/A12/31/202026024N/A9/30/202028103N/A6/30/202029104N/A3/31/2020303-13N/A12/31/2019314N/A4N/A9/30/2019324N/A5N/A6/30/2019324N/A4N/A3/31/2019314N/A4N/A12/31/2018293N/A2N/A9/30/2018272N/A2N/A6/30/2018262N/A0N/A3/31/2018241N/A0N/A12/31/2017241N/A1N/A9/30/2017242N/A2N/A6/30/2017242N/A1N/A3/31/2017232N/A1N/A12/31/2016221N/A0N/A9/30/2016200N/A-1N/A6/30/201618-1N/A0N/A3/31/201617-2N/A0N/A12/31/201517-1N/A0N/A9/30/201517-3N/A1N/A6/30/201518-2N/A2N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: ACG1V 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(2.3%)보다 빠른 성장으로 간주됩니다.수익 vs 시장: ACG1V (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.고성장 수익: ACG1V 향후 3년 내에 수익을 낼 것으로 예상됩니다.수익 대 시장: ACG1V 의 수익(연간 12.7%)이 Finnish 시장(연간 4.7%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: ACG1V 의 수익(연간 12.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: ACG1V의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YTech 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/20 02:47종가2026/05/20 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Aspocomp Group Oyj는 1명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Kaisa Vanha-PerttulaInderes Oy
공시 • Feb 25Aspocomp Group Oyj Provides Earnings Guidance for 2026Aspocomp Group Oyj provided earnings guidance for 2026. The company estimated that its net sales for 2026 will grow, and that its operating result for 2026 will improve compared to 2025.
Major Estimate Revision • Jan 22Consensus EPS estimates fall by 70%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from €39.7m to €38.8m. EPS estimate also fell from €0.20 per share to €0.06 per share. Net income forecast to grow 42% next year vs 23% growth forecast for Electronic industry in Finland. Consensus price target of €5.00 unchanged from last update. Share price was steady at €5.34 over the past week.
공시 • Nov 04Aspocomp Group plc Maintains Earnings Guidance for the Year 2025Aspocomp Group Plc maintained earnings guidance for the year 2025. For the year, Aspocomp maintains the guidance for 2025, presented in the Third Quarter interim report. In 2025, the demand for Aspocomp’s products is expected to remain solid. In particular, demand in the semiconductor market is expected to develop favorably due to significant investments in AI applications and data centers. Good growth in demand is also expected to continue in the Security, Defense, and Aerospace customer segments. Aspocomp estimates that its net sales for 2025 will grow significantly from the 2024 level and that its operating result for 2025 will turn clearly profitable. In 2024, net sales amounted to EUR 27.6 million, and the operating result was a loss of EUR 4.0 million.
분석 기사 • Nov 02Earnings Miss: Aspocomp Group Oyj Missed EPS By 63% And Analysts Are Revising Their ForecastsIt's shaping up to be a tough period for Aspocomp Group Oyj ( HEL:ACG1V ), which a week ago released some disappointing...
공시 • Oct 30Aspocomp Group Plc Provides Earnings Guidance for the Year 2025Aspocomp Group Plc provided earnings guidance for the year 2025. The company expected net sales for 2025 will grow significantly from the 2024 level, and that its operating result for 2025 will turn clearly profitable.
Price Target Changed • Mar 02Price target increased by 21% to €4.00Up from €3.30, the current price target is provided by 1 analyst. New target price is 5.9% below last closing price of €4.25. Stock is up 38% over the past year. The company is forecast to post earnings per share of €0.30 next year compared to a net loss per share of €0.51 last year.
Reported Earnings • May 02First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: €0.02 (down from €0.10 in 1Q 2025). Revenue: €9.74m (down 5.9% from 1Q 2025). Net income: €178.0k (down 75% from 1Q 2025). Profit margin: 1.8% (down from 6.8% in 1Q 2025). Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) also missed analyst estimates by 50%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Electronic industry in Finland. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 7% per year.
Reported Earnings • Feb 26Full year 2025 earnings: EPS in line with expectations, revenues disappointFull year 2025 results: EPS: €0.06 (up from €0.51 loss in FY 2024). Revenue: €38.2m (up 39% from FY 2024). Net income: €414.0k (up €3.89m from FY 2024). Profit margin: 1.1% (up from net loss in FY 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Electronic industry in Finland. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
공시 • Feb 25Aspocomp Group Oyj Provides Earnings Guidance for 2026Aspocomp Group Oyj provided earnings guidance for 2026. The company estimated that its net sales for 2026 will grow, and that its operating result for 2026 will improve compared to 2025.
Major Estimate Revision • Jan 22Consensus EPS estimates fall by 70%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from €39.7m to €38.8m. EPS estimate also fell from €0.20 per share to €0.06 per share. Net income forecast to grow 42% next year vs 23% growth forecast for Electronic industry in Finland. Consensus price target of €5.00 unchanged from last update. Share price was steady at €5.34 over the past week.
공시 • Nov 26Aspocomp Group Plc Receives EUR 1.75 Million from the European Union’s Just Transition Fund as Business Development Support to Increase Capacity At the Oulu PlantAspocomp Group Plc has been granted approximately EUR 1.75 million in business development support from the European Union’s Just Transition Fund to increase the PCB manufacturing capacity at its Oulu plant. This development support granted by the Centre for Economic Development, Transport and the Environment of North Ostrobothnia (ELY Centre) is earmarked for the Directed Share Issue and long-term financing arrangements that Aspocomp announced in October (stock exchange release dated October 30, 2025) as well as the company’s updated strategy that Aspocomp announced in November (stock exchange release dated November 3, 2025), in which the company announced investments in expanding the Oulu plant and increasing capacity. With these investments, the company will bolster its position, especially in the printed circuit board market for the defense and semiconductor industries. The support is targeted at a part of the investment project, valued at a total of over EUR 10 million, which will enable the throughput capacity of the Oulu plant to be increased by up to 50%. In addition to increasing the throughput capacity of the Oulu plant, the investment will have positive effects on both the quality of production and the usability of machines and equipment. It will create more than 30 new jobs at the company, most of them at the Oulu plant. The investment project is expected to be completed in the summer of 2027. The total cost of the project, co-financed by the European Union, is EUR 5,840,569 and the development support provides Aspocomp with a total of EUR 1,752,170 in support for equipment investments and related construction costs. EUR 525,052 of this grant will be paid in advance, and the remainder of the grant will be paid on the basis of expenses incurred as the investments are completed in 2026 and 2027.
분석 기사 • Nov 07Aspocomp Group Oyj (HEL:ACG1V) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfAspocomp Group Oyj ( HEL:ACG1V ) announced strong profits, but the stock was stagnant. Our analysis suggests that...
공시 • Nov 05Aspocomp Group Oyj has completed a Follow-on Equity Offering in the amount of €3.19999 million.Aspocomp Group Oyj has completed a Follow-on Equity Offering in the amount of €3.19999 million. Security Name: Shares Security Type: Common Stock Securities Offered: 673,682 Price\Range: €4.75 Transaction Features: Subsequent Direct Listing
공시 • Nov 04Aspocomp Group plc Maintains Earnings Guidance for the Year 2025Aspocomp Group Plc maintained earnings guidance for the year 2025. For the year, Aspocomp maintains the guidance for 2025, presented in the Third Quarter interim report. In 2025, the demand for Aspocomp’s products is expected to remain solid. In particular, demand in the semiconductor market is expected to develop favorably due to significant investments in AI applications and data centers. Good growth in demand is also expected to continue in the Security, Defense, and Aerospace customer segments. Aspocomp estimates that its net sales for 2025 will grow significantly from the 2024 level and that its operating result for 2025 will turn clearly profitable. In 2024, net sales amounted to EUR 27.6 million, and the operating result was a loss of EUR 4.0 million.
분석 기사 • Nov 02Earnings Miss: Aspocomp Group Oyj Missed EPS By 63% And Analysts Are Revising Their ForecastsIt's shaping up to be a tough period for Aspocomp Group Oyj ( HEL:ACG1V ), which a week ago released some disappointing...
공시 • Oct 31Aspocomp Group Oyj has filed a Follow-on Equity Offering in the amount of €3.19999 million.Aspocomp Group Oyj has filed a Follow-on Equity Offering in the amount of €3.19999 million. Security Name: Shares Security Type: Common Stock Securities Offered: 673,682 Price\Range: €4.75 Transaction Features: Subsequent Direct Listing
공시 • Oct 30Aspocomp Group Plc Provides Earnings Guidance for the Year 2025Aspocomp Group Plc provided earnings guidance for the year 2025. The company expected net sales for 2025 will grow significantly from the 2024 level, and that its operating result for 2025 will turn clearly profitable.
New Risk • Oct 24New major risk - Revenue and earnings growthEarnings have declined by 43% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 43% per year over the past 5 years. Minor Risk Market cap is less than US$100m (€35.3m market cap, or US$41.0m).
공시 • Sep 30+ 4 more updatesAspocomp Group Oyj, Annual General Meeting, Apr 29, 2026Aspocomp Group Oyj, Annual General Meeting, Apr 29, 2026, at 10:00 FLE Standard Time.
New Risk • Sep 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Finnish stocks, typically moving 5.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.6% average weekly change). Market cap is less than US$100m (€34.9m market cap, or US$41.1m).
Reported Earnings • Jul 18Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: €0.02 loss per share (improved from €0.19 loss in 2Q 2024). Revenue: €10.1m (up 43% from 2Q 2024). Net loss: €141.0k (loss narrowed 89% from 2Q 2024). Revenue missed analyst estimates by 2.9%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Electronic industry in Finland. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.
New Risk • May 02New major risk - Revenue and earnings growthEarnings have declined by 45% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). Earnings have declined by 45% per year over the past 5 years. Minor Risk Market cap is less than US$100m (€34.8m market cap, or US$39.4m).
Reported Earnings • May 02First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: €0.10 (up from €0.24 loss in 1Q 2024). Revenue: €10.3m (up 66% from 1Q 2024). Net income: €705.0k (up €2.37m from 1Q 2024). Profit margin: 6.8% (up from net loss in 1Q 2024). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 19%. Earnings per share (EPS) also surpassed analyst estimates by 67%. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Electronic industry in Finland. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 100 percentage points per year, which is a significant difference in performance.
공시 • Apr 29Aspocomp Group Plc Announces Board and Committee AppointmentsAspocomp Group Plc at its AGM held on April 29, 2025, approved the election of Mr. Ville Vuori as the Chairman of the Board. Ms. Kaisa Kokkonen was elected as the Vice Chairman. The Board of Directors established an Audit Committee. Ms. Jenni Enroth and Ms. Kaisa Kokkonen were elected as members of the Audit Committee.
New Risk • Mar 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Finnish stocks, typically moving 6.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.1% average weekly change). Market cap is less than US$100m (€32.2m market cap, or US$33.9m).
Price Target Changed • Mar 02Price target increased by 21% to €4.00Up from €3.30, the current price target is provided by 1 analyst. New target price is 5.9% below last closing price of €4.25. Stock is up 38% over the past year. The company is forecast to post earnings per share of €0.30 next year compared to a net loss per share of €0.51 last year.
Reported Earnings • Feb 27Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: €0.51 loss per share (further deteriorated from €0.24 loss in FY 2023). Revenue: €27.6m (down 14% from FY 2023). Net loss: €3.48m (loss widened 112% from FY 2023). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 23%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Finland. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.
분석 기사 • Feb 20Cautious Investors Not Rewarding Aspocomp Group Oyj's (HEL:ACG1V) Performance CompletelyIt's not a stretch to say that Aspocomp Group Oyj's ( HEL:ACG1V ) price-to-sales (or "P/S") ratio of 1x seems quite...
공시 • Dec 20Aspocomp Group Oyj Appoints Hanna-Leena Keskitalo as HR Director and Member of the Management Team, Effective January 20, 2025Aspocomp Group Oyj appointed Hanna-Leena Keskitalo (born 1983), M.Sc. (Tech.), as HR Director and a member of the Aspocomp Management Team as of January 20, 2025. She has previous experience in human resources management at, among others, Oulun Energia Oy and Orbis Systems Oy. Aspocomp’S Management Team Includes as of January 20, 2025: Mr. Manu Skyttä, President and CEO, Mr. Antti Ojala, Cco and Deputy CEO, Mr. Pekka Holopainen, COO, Mr. Jouni Kinnunen, CFO Ms. Hanna-Leena Keskitalo, Hr Director, and Mr. Mitri Mattila, CTO. the Members of the Management Team Report to Manu Skyttä, President and CEO.
New Risk • Nov 27New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Finnish stocks, typically moving 6.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (6.7% average weekly change). Minor Risk Market cap is less than US$100m (€20.3m market cap, or US$21.3m).
Price Target Changed • Oct 25Price target increased by 10.0% to €3.30Up from €3.00, the current price target is provided by 1 analyst. New target price is 10.0% above last closing price of €3.00. Stock is down 16% over the past year. The company is forecast to post a net loss per share of €0.61 next year compared to a net loss per share of €0.24 last year.
분석 기사 • Oct 24Here's Why Aspocomp Group Oyj (HEL:ACG1V) Can Afford Some DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • Oct 24Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: €0.20 loss per share (further deteriorated from €0.11 loss in 3Q 2023). Revenue: €6.37m (down 21% from 3Q 2023). Net loss: €1.35m (loss widened 73% from 3Q 2023). Revenue missed analyst estimates by 16%. Earnings per share (EPS) also missed analyst estimates by 100%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electronic industry in Finland. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 82 percentage points per year, which is a significant difference in performance.
공시 • Oct 24Aspocomp Group Oyj, Annual General Meeting, Apr 29, 2025Aspocomp Group Oyj, Annual General Meeting, Apr 29, 2025, at 11:00 FLE Standard Time.
공시 • Oct 23+ 4 more updatesAspocomp Group Oyj to Report Fiscal Year 2024 Results on Feb 26, 2025Aspocomp Group Oyj announced that they will report fiscal year 2024 results at 9:00 AM, E. Europe Standard Time on Feb 26, 2025
공시 • Sep 17Aspocomp Group plc Announces Appointments to Shareholders Nomination BoardAspocomp Group Oyj announced that following members have been appointed to Aspocomp’s Shareholders’ Nomination Board: Päivi Marttila, appointed by Etola Group and Erkki Etola, Kyösti Kakkonen, appointed by Joensuun Kauppa ja Kone Oy and Mikko Montonen, Aspocomp’s third largest shareholder. Aspocomp’s Shareholders’ Nomination Board consists of three members who represent the company’s three largest shareholders. In addition, the Chairman of the company’s Board of Directors shall serve as an expert member of the Nomination Board unless he or she is appointed as an ordinary member of the Board. The three largest shareholders are determined annually based on the ownership information registered with the company’s shareholders’ register on the first business day of September. The Shareholder’s Nomination Board is responsible for preparing and presenting to the Annual General Meeting and, where appropriate, to the Extraordinary General Meeting, proposals regarding the number and remuneration of the members of the Board of Directors as well as a proposal regarding its composition.
공시 • Aug 29Aspocomp Group Plc Lowers its Earnings Guidance for the Year 2024Aspocomp Group Plc lowered its earnings guidance for the year 2024. The company now estimates that its net sales for 2024 will be below the 2023 level, and its operating result for 2024 will be clearly below the 2023 level. In 2023, net sales amounted to EUR 32.3 million and the operating result was a loss of EUR 1.7 million as compared to previous guidance that the company estimated that its net sales for 2024 would increase from 2023, and its operating result would improve from 2023. In 2023, net sales amounted to EUR 32.3 million and the operating result was a loss of EUR 1.7 million. The net sales and operating result guidance is lowered due to the delay in increasing the company’s production capacity and the weakening of demand for its PCB brokerage business. In addition to the decrease in net sales, the weakening of the operating result forecast is influenced by the ramp-up of production of new products and the continued emphasis of net sales on lower-margin customer segments.
Price Target Changed • Jul 21Price target decreased by 14% to €3.00Down from €3.50, the current price target is provided by 1 analyst. New target price is 6.8% below last closing price of €3.22. Stock is down 35% over the past year. The company is forecast to post a net loss per share of €0.27 next year compared to a net loss per share of €0.24 last year.
Reported Earnings • Jul 20Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: €0.19 loss per share (down from €0.05 profit in 2Q 2023). Revenue: €7.04m (down 26% from 2Q 2023). Net loss: €1.32m (down 498% from profit in 2Q 2023). Revenue missed analyst estimates by 19%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Electronic industry in Finland. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.
공시 • Jul 19Aspocomp Group Oyj Provides Sales Guidance for the Year 2024Aspocomp Group Oyj provided sales guidance for the year 2024. For the year, the company expects net sales will increase from 2023 and its operating result will improve from 2023.
공시 • Apr 19+ 2 more updatesAspocomp Group Plc Approves No Dividend Be Paid for the Fiscal Year January 1, 2023 to December 31, 2023Aspocomp Group Plc at its AGM held on April 18, 2024 decided that no dividend be paid for the fiscal year January 1, 2023 to December 31, 2023.
Reported Earnings • Apr 18First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: €0.24 loss per share (down from €0.04 profit in 1Q 2023). Revenue: €6.25m (down 30% from 1Q 2023). Net loss: €1.66m (down €1.97m from profit in 1Q 2023). Revenue missed analyst estimates by 13%. Earnings per share (EPS) also missed analyst estimates by 140%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Electronic industry in Finland. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
Price Target Changed • Apr 04Price target decreased by 17% to €3.50Down from €4.20, the current price target is provided by 1 analyst. New target price is 9.7% above last closing price of €3.19. Stock is down 51% over the past year. The company is forecast to post earnings per share of €0.07 next year compared to a net loss per share of €0.24 last year.
공시 • Mar 20+ 1 more updateAspocomp Group Plc Announces CEO Changes, Effective May 20, 2024Aspocomp Group Plc announced that Manu Skyttä will take up his position as CEO of Aspocomp on May 20, 2024. Manu Skyttä succeeds Mikko Montonen, who, as previously announced, has agreed with the Board of Directors to step down from the role of CEO of the company. Mr. Montonen has committed to staying on as the company's President and CEO until May 20, 2024.
공시 • Mar 14Aspocomp Group Oyj Proposes Dividend for the Year 2023Aspocomp Group Oyj announced that the Board of Directors will propose to the Annual General Meeting to be held on April 18, 2024, that no dividend will be paid.
공시 • Feb 15+ 1 more updateAspocomp Group Oyj Announces CEO ChangesThe Board of Directors of Aspocomp Group Plc has appointed Mr. Manu Skyttä (b. 1975), MSc, Aeronautical Engineering, as CEO. Manu succeeds Mr. Mikko Montonen, who has agreed with the Board of Directors of the company that he will step down from the role of CEO of the company. Mr. Mikko Montonen has committed to remain as company's President and CEO to secure an orderly transition to Manu Skyttä, at latest on August 14th, 2024. Since 2022, Manu Skyttä has acted as head of Patria Oyj’s Operations unit and as a member of Patria Group Management team. Previously, he has been the Director of new businesses of Millog Oy, partly owned by Patria, and as CEO of Virve Tuotteet ja Palvelut Oy, owned by Millog. Manu Skyttä has also extensive experience from expert and management roles in Maintpartner Group Oy, Wärtsilä Oyj and Finnair technical services.
공시 • Jan 11Aspocomp Group Oyj to Report Fiscal Year 2023 Results on Mar 14, 2024Aspocomp Group Oyj announced that they will report fiscal year 2023 results at 9:00 AM, E. Europe Standard Time on Mar 14, 2024
공시 • Jan 10Aspocomp Group Oyj Revises Earnings Guidance for the Year 2023Aspocomp Group Oyj revised earnings guidance for the year 2023. The company is lowering its net sales and operating resultforecast for 2023 due to low net sales, weakened product mix and significantly higher material costs. Material consumption was increased by a temporary production process disruption during the fourth quarter. Material usage is estimated to normalize during the first quarter. The production disruption also affected production volumes and net sales at the end of the year. According to preliminary, unaudited figures, the 2023 net sales are expected to amount to approximately EUR 32.3 million and the 2023 operating result to approximately EUR 1.7–1.9 million negative. In its previous outlook for 2023 (released on October 27, 2023), the company estimated that its net sales for 2023 would be clearly below the 2022 level and its operating result for 2023 would remain negative. In 2022, net sales amounted to EUR 39.1 million and the operating result to EUR 4.5 million.
공시 • Jan 08Aspocomp Group Oyj Announces Management ChangesAspocomp Group Oyj changes the composition of its Management Team as of January 8, 2024. Member of the Management Team, Chief Operating Officer, and Deputy CEO Antti Ojala has been appointed Chief Commercial Officer as of January 8, 2024. Mr. Ojala will also continue as Deputy CEO. Pekka Holopainen has been appointed Chief Operating Officer, and member of the Aspocomp Management Team as of January 8, 2024. Mr. Holopainen has been working at Aspocomp since 2014, and the most recently he has held the position of Supply Chain Manager. Ari Beilinson leaves his position as Vice President, Sales and Marketing, and member of the Management Team, on January 8, 2024. Aspocomp’s Management Team includes as of January 8, 2024: Mr. Mikko Montonen, President and CEO, Mr. Antti Ojala, CCO and Deputy CEO, Mr. Pekka Holopainen, COO, Mr. Jouni Kinnunen, CFO and Mr. Mitri Mattila, CTO. The members of the Management Team report to Mikko Montonen, President and CEO.
공시 • Nov 11+ 5 more updatesAspocomp Group Oyj, Annual General Meeting, Apr 18, 2024Aspocomp Group Oyj, Annual General Meeting, Apr 18, 2024, at 10:00 E. Europe Standard Time.
공시 • Oct 28Aspocomp Group Oyj Revises Earnings Guidance for the Year 2023Aspocomp Group Oyj revised earnings guidance for the year 2023. The financial guidance has been updated due to the slower-than-expected recovery of the Semiconductor segment's cycle, and the slowdown in investments in several of the company’s customer segments, mainly due to the rise in interest rates as well as high inventory levels in different parts of the value chain. These changes in the operating environment will affect the development of Aspocomp’s net sales during the end of 2023. Aspocomp estimates that its net sales for 2023 will be clearly below the 2022 level and its operating result for 2023 is expected to remain negative. In 2022, net sales amounted to EUR 39.1 million and the operating result to EUR 4.5 million. Aspocomp estimated previously that its net sales for 2023 would be below the 2022 level and its operating result for 2023 would be clearly below the 2022 level. In 2022, net sales amounted to EUR 39.1 million and the operating result to EUR 4.5 million.
공시 • Sep 07Aspocomp Group plc Appoints Päivi Marttila, Kyösti Kakkonen and Mikko Montonen to the Shareholders’ Nomination BoardAspocomp Group Plc appointed Päivi Marttila (appointed by Etola Group and Erkki Etola), Kyösti Kakkonen (appointed by Joensuun Kauppa ja Kone Oy) and Mikko Montonen (Aspocomp’s third largest shareholder) to the Shareholders’ Nomination Board. Aspocomp’s Shareholders’ Nomination Board consists of three members who represent the company’s three largest shareholders. In addition, the Chairman of the company’s Board of Directors shall serve as an expert member of the Nomination Board unless he or she is appointed as an ordinary member of the Board. The three largest shareholders are determined annually based on the ownership information registered with the company’s shareholders’ register on the first business day of September. The Shareholder’s Nomination Board is responsible for preparing and presenting to the Annual General Meeting and, where appropriate, to the Extraordinary General Meeting, proposals regarding the number and remuneration of the members of the Board of Directors as well as a proposal regarding its composition.
공시 • Aug 17Aspocomp Group Plc Starts Change Negotiations on Possible Temporary Layoffs at its Oulu PlantAspocomp Group Plc starts change negotiations on possible temporary layoffs at its Oulu plant in Finland. Today, on August 15, 2023, Aspocomp has issued a negotiation proposal in accordance with the Act on Cooperation to start change negotiations for production-related and financial reasons at its Oulu plant. The majority of the Oulu plant’s approximately 120 production blue-collar employees are covered by the negotiations. The change negotiations are estimated to last two weeks, and the possible temporary layoffs would last a maximum of 90 days. With the change negotiations, the company prepares for a possible partial adjustment of production to correspond to temporarily low delivery volumes. Slower-than-expected recovery of the semiconductor cycle and high inventory levels in various parts of the value chain has slowed down net sales. A temporary slowdown in the semiconductor cycle is typical for the industry. The industry's long-term growth prospects are still strong. The cycle of the semiconductor industry is expected to return to growth at the end of the year or the beginning of 2024.
Major Estimate Revision • Jul 27Consensus EPS estimates fall by 56%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from €41.5m to €37.6m. EPS estimate also fell from €0.59 per share to €0.26 per share. Net income forecast to grow 62% next year vs 27% growth forecast for Electronic industry in Finland. Consensus price target down from €7.00 to €5.80. Share price fell 3.2% to €4.88 over the past week.
New Risk • Jul 21New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.7% Last year net profit margin: 12% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (357% cash payout ratio). Profit margins are more than 30% lower than last year (4.7% net profit margin). Market cap is less than US$100m (€34.5m market cap, or US$38.3m).
Reported Earnings • Jul 20Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: EPS: €0.05 (down from €0.23 in 2Q 2022). Revenue: €9.46m (down 1.0% from 2Q 2022). Net income: €332.0k (down 79% from 2Q 2022). Profit margin: 3.5% (down from 17% in 2Q 2022). Revenue missed analyst estimates by 4.5%. Earnings per share (EPS) also missed analyst estimates by 58%. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Electronic industry in Finland. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
분석 기사 • Jul 18Aspocomp Group Oyj (HEL:ACG1V) Seems To Use Debt Quite SensiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
공시 • Jul 17Aspocomp Group Oyj Revises Earnings Guidance for the Year 2023Aspocomp Group Oyj lowers the financial guidance it gave on March 16, 2023, for the year 2023. Company estimates now, that its net sales for 2023 will be below the 2022 level. The operating result is estimated to be clearly below the 2022 level. In 2022, net sales amounted to EUR 39.1 million and the operating result to EUR 4.5 million. In its previous outlook for 2023 (Financial Statement Release 2022, on March 16, 2023), Aspocomp estimated that its net sales for 2023 would increase from 2022 and its operating result for 2023 would be at the same level as in 2022. In 2022, net sales amounted to EUR 39.1 million and the operating result to EUR 4.5 million. The updating of the financial guidance is due to the slower-than-expected recovery of the Semiconductor segment's cycle and high inventory levels in different parts of Aspocomp’s value chain. Previously, Aspocomp estimated that the cycle of the Semiconductor Industry would return to growth in the second half of 2023. According to the updated estimate, the turnaround will take place about a quarter or two slower than expected, i.e., at the end of 2023 or the beginning of 2024. A temporary slowdown in the semiconductor cycle is typical for the industry. The industry's long-term growth prospects are still strong. In addition, inflation and interest rates, the risk of recession and the uncertainties posed by Russia’s war of aggression continue to affect the operating environment of Aspocomp and its customers in the financial year 2023.
Upcoming Dividend • Apr 14Upcoming dividend of €0.21 per share at 3.2% yieldEligible shareholders must have bought the stock before 21 April 2023. Payment date: 02 May 2023. Payout ratio is a comfortable 41% and the cash payout ratio is 94%. Trailing yield: 3.2%. Lower than top quartile of Finnish dividend payers (5.1%). Higher than average of industry peers (1.8%).
분석 기사 • Apr 05Aspocomp Group Oyj (HEL:ACG1V) Is Increasing Its Dividend To €0.21Aspocomp Group Oyj's ( HEL:ACG1V ) dividend will be increasing from last year's payment of the same period to €0.21 on...
분석 기사 • Mar 19Aspocomp Group Oyj's (HEL:ACG1V) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of Aspocomp Group Oyj ( HEL:ACG1V ) has announced that it will be increasing its dividend by 40% on the 2nd...
Reported Earnings • Mar 17Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: €0.52 (up from €0.31 in FY 2021). Revenue: €39.1m (up 18% from FY 2021). Net income: €3.55m (up 68% from FY 2021). Profit margin: 9.1% (up from 6.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.9%. Earnings per share (EPS) also missed analyst estimates by 31%. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Electronic industry in Finland. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
분석 기사 • Mar 17Aspocomp Group Oyj (HEL:ACG1V) Could Easily Take On More DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Price Target Changed • Nov 16Price target increased to €7.40Up from €6.80, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of €7.56. Stock is up 25% over the past year. The company is forecast to post earnings per share of €0.72 for next year compared to €0.31 last year.
Reported Earnings • Nov 12Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: €0.20 (up from €0.15 in 3Q 2021). Revenue: €10.4m (up 16% from 3Q 2021). Net income: €1.35m (up 33% from 3Q 2021). Profit margin: 13% (up from 11% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Electronic industry in Finland. Over the last 3 years on average, earnings per share has increased by 8% per year and the company’s share price has also increased by 8% per year.
공시 • Nov 12Aspocomp Group Oyj, Annual General Meeting, Apr 20, 2023Aspocomp Group Oyj, Annual General Meeting, Apr 20, 2023, at 10:00 E. Europe Standard Time.
공시 • Nov 11+ 3 more updatesAspocomp Group Oyj to Report Fiscal Year 2022 Results on Mar 16, 2023Aspocomp Group Oyj announced that they will report fiscal year 2022 results on Mar 16, 2023
공시 • Nov 10+ 1 more updateAspocomp Group Oyj Reiterates Earnings Guidance for 2022Aspocomp Group Oyj reiterated the guidance that was published on July 14, 2022. Aspocomp estimates that its net sales for 2022 will increase and its operating result for 2022 will improve clearly from 2021. In 2021, net sales amounted to EUR 33.2 million and the operating result to EUR 2.2 million.
분석 기사 • Oct 08Is Aspocomp Group Oyj (HEL:ACG1V) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Valuation Update With 7 Day Price Move • Oct 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to €6.48, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 17x in the Electronic industry in Finland. Total returns to shareholders of 17% over the past three years.
분석 기사 • Sep 03We Like Aspocomp Group Oyj's (HEL:ACG1V) Returns And Here's How They're TrendingDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
Major Estimate Revision • Jul 27Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from €39.8m to €39.0m. EPS estimate rose from €0.70 to €0.82. Net income forecast to grow 24% next year vs 18% growth forecast for Electronic industry in Finland. Consensus price target up from €6.80 to €7.40. Share price was steady at €6.58 over the past week.
Reported Earnings • Jul 21Second quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2022 results: EPS: €0.23 (up from €0.06 in 2Q 2021). Net income: €1.60m (up 292% from 2Q 2021). Revenue missed analyst estimates by 6.3%. Earnings per share (EPS) exceeded analyst estimates by 35%. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
공시 • Jul 20Aspocomp Group Oyj Reiterates Earnings Guidance for 2022Aspocomp Group Oyj reiterated earnings guidance for 2022. For the period the company estimated that its net sales for 2022 will increase and its operating result for 2022 will improve clearly from 2021. In 2021, net salesamounted to EUR 33.2 million and the operating result to EUR 2.2 million.
Valuation Update With 7 Day Price Move • Jul 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to €6.70, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 20x in the Electronic industry in Finland. Total returns to shareholders of 35% over the past three years.
분석 기사 • Jul 19A Look At The Fair Value Of Aspocomp Group Oyj (HEL:ACG1V)In this article we are going to estimate the intrinsic value of Aspocomp Group Oyj ( HEL:ACG1V ) by projecting its...
공시 • Jul 14Aspocomp Group Oyj Provides Earnings Guidance for the Year 2022Aspocomp Group Oyj provided earnings guidance for the year 2022. For the year, the company estimated that its net sales for 2022 would increase and its operating result for 2022 would improve from 2021. Aspocomp estimates that its net sales for 2022 will increase and its operating result for 2022 will improve clearly from 2021. In 2021, net sales amounted to EUR 33.2 million and the operating result to EUR 2.2 million.
Buying Opportunity • Apr 28Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 3.6%. The fair value is estimated to be €7.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.5% per annum. Earnings is also forecast to grow by 11% per annum over the same time period.
Reported Earnings • Apr 27First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: EPS: €0.11 (up from €0.07 loss in 1Q 2021). Revenue: €9.03m (up 45% from 1Q 2021). Net income: €767.0k (up €1.22m from 1Q 2021). Profit margin: 8.5% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 5.0%. Earnings per share (EPS) also missed analyst estimates by 15%. Over the next year, revenue is forecast to grow 14%, compared to a 12% growth forecast for the industry in Finland. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
공시 • Apr 27Aspocomp Group Oyj Approves Dividend, Payable on May 5, 2022Aspocomp Group Oyj announced that at the Annual General Meeting held on April 26, 2022, the Annual General Meeting decided to pay a dividend of EUR 0.15 per share, as proposed by the Board of Directors. The dividend will be paid to shareholders registered in the company's register of shareholders maintained by Euroclear Finland Ltd. on the record date of the dividend distribution, April 28, 2022. The dividend will be paid on May 5, 2022.
공시 • Apr 26Aspocomp Group Oyj Provides Earnings Guidance for the Year 2022Aspocomp Group Oyj provided earnings guidance for the year 2022. The company estimated that its net sales for 2022 will increase and its operating result for 2022 will improve from 2021.
Upcoming Dividend • Apr 20Upcoming dividend of €0.15 per shareEligible shareholders must have bought the stock before 27 April 2022. Payment date: 05 May 2022. Trailing yield: 2.4%. Lower than top quartile of Finnish dividend payers (4.4%). Higher than average of industry peers (1.7%).