Nicolas Oddo
Nicolas Oddo
United Kingdom
๐Ÿ’ก ๐—ง๐—ต๐—ฎ๐˜ ๐—ด๐—ถ๐—ฑ๐—ฑ๐˜† ๐—ณ๐—ฒ๐—ฒ๐—น๐—ถ๐—ป๐—ด ๐˜„๐—ต๐—ฒ๐—ป ๐˜†๐—ผ๐˜‚๐—ฟ #๐Ÿญ ๐˜€๐˜๐—ผ๐—ฐ๐—ธ ๐—ถ๐˜€ ๐˜‚๐—ฝ ๐Ÿฎ๐Ÿฑ%! ๐Ÿ’ก Hexatronic $HTRO.ST (Hexatronic Group AB) released their Q2 earnings report this morning. If you follow me for a while, you will know that Hexatronic is now the 1st stock in my portfolio. I have a pinned post explaining why, if you're curious to know more. The stock underperformed quite significantly since I invested in it, so ๐—ค๐Ÿฎ ๐—ฟ๐—ฒ๐—ฝ๐—ผ๐—ฟ๐˜ ๐˜„๐—ฎ๐˜€ ๐—ฒ๐˜€๐˜€๐—ฒ๐—ป๐˜๐—ถ๐—ฎ๐—น ๐˜๐—ผ ๐—ฐ๐—ผ๐—ป๐—ณ๐—ถ๐—ฟ๐—บ ๐˜„๐—ต๐—ฒ๐˜๐—ต๐—ฒ๐—ฟ ๐—บ๐˜† ๐—ถ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—บ๐—ฒ๐—ป๐˜ ๐˜๐—ต๐—ฒ๐˜€๐—ถ๐˜€ ๐˜„๐—ฎ๐˜€ ๐˜€๐˜๐—ถ๐—น๐—น ๐˜ƒ๐—ฎ๐—น๐—ถ๐—ฑ. Fortunately, Q2 report showed: ๐Ÿ“Œ ๐—ฆ๐˜๐—ฟ๐—ผ๐—ป๐—ด ๐—ผ๐—ฟ๐—ด๐—ฎ๐—ป๐—ถ๐—ฐ ๐—ด๐—ฟ๐—ผ๐˜„๐˜๐—ต (๐Ÿฎ๐Ÿณ%) ๐—ถ๐—ป ๐˜๐—ต๐—ฒ ๐—ฑ๐—ฎ๐˜๐—ฎ ๐—ฐ๐—ฒ๐—ป๐˜๐—ฟ๐—ฒ ๐˜€๐—ฒ๐—ด๐—บ๐—ฒ๐—ป๐˜ ๐Ÿ“Œ ๐—ฆ๐—ถ๐—ด๐—ป๐—ถ๐—ณ๐—ถ๐—ฐ๐—ฎ๐—ป๐˜ ๐—บ๐—ฎ๐—ฟ๐—ด๐—ถ๐—ป ๐—ถ๐—บ๐—ฝ๐—ฟ๐—ผ๐˜ƒ๐—ฒ๐—บ๐—ฒ๐—ป๐˜๐˜€ ๐—ฎ๐—ป๐—ฑ ๐˜€๐—ฎ๐—น๐—ฒ๐˜€ ๐—ด๐—ฟ๐—ผ๐˜„๐˜๐—ต ๐—ถ๐—ป ๐˜๐—ต๐—ฒ ๐—™๐—ง๐—ง๐—› ๐˜€๐—ฒ๐—ด๐—บ๐—ฒ๐—ป๐˜ (Fibre to the Home) ๐Ÿ“Œ The ๐—›๐—ฎ๐—ฟ๐˜€๐—ต ๐—ฒ๐—ป๐˜ƒ๐—ถ๐—ฟ๐—ผ๐—ป๐—บ๐—ฒ๐—ป๐˜ segment was soft, with a 4% decline in organic growth, but the ๐—ผ๐˜‚๐˜๐—น๐—ผ๐—ผ๐—ธ ๐—ฟ๐—ฒ๐—บ๐—ฎ๐—ถ๐—ป๐˜€ ๐˜€๐˜๐—ฟ๐—ผ๐—ป๐—ด, driven by the expected demand in energy and defense As a result of the earnings report, ๐˜๐—ต๐—ฒ ๐˜€๐˜๐—ผ๐—ฐ๐—ธ ๐—ถ๐˜€ ๐˜‚๐—ฝ ๐—ฎ๐—น๐—บ๐—ผ๐˜€๐˜ ๐Ÿฎ๐Ÿฑ% ๐˜๐—ผ๐—ฑ๐—ฎ๐˜†, ๐—ด๐—ถ๐˜ƒ๐—ถ๐—ป๐—ด ๐—ฎ ๐—ป๐—ถ๐—ฐ๐—ฒ ๐Ÿฎ% ๐—ฏ๐˜‚๐—บ๐—ฝ ๐˜๐—ผ ๐˜๐—ต๐—ฒ ๐—ฝ๐—ผ๐—ฟ๐˜๐—ณ๐—ผ๐—น๐—ถ๐—ผ (which is quite welcome given the poor performance in June and the first half of July). I'll enclose the link to the presentation and a few slides in the comments, if you are curious to know more / deep-dive. ๐ŸŽฏ ๐—œ ๐˜€๐˜๐—ถ๐—น๐—น ๐˜๐—ต๐—ถ๐—ป๐—ธ ๐˜๐—ต๐—ฎ๐˜ ๐˜๐—ต๐—ฒ ๐˜ƒ๐—ฎ๐—น๐˜‚๐—ฎ๐˜๐—ถ๐—ผ๐—ป ๐—ผ๐—ณ ๐˜๐—ต๐—ฒ ๐—ฐ๐—ผ๐—บ๐—ฝ๐—ฎ๐—ป๐˜† ๐—ถ๐˜€ ๐—ฎ๐˜๐˜๐—ฟ๐—ฎ๐—ฐ๐˜๐—ถ๐˜ƒ๐—ฒ ๐—ฎ๐˜ ๐˜๐—ต๐—ฒ ๐—ฐ๐˜‚๐—ฟ๐—ฟ๐—ฒ๐—ป๐˜ ๐—ฝ๐—ฟ๐—ถ๐—ฐ๐—ฒ ๐—น๐—ฒ๐˜ƒ๐—ฒ๐—น, ๐˜€๐—ผ ๐—œ ๐—ฎ๐—บ ๐—ป๐—ผ๐˜ ๐—ฝ๐—น๐—ฎ๐—ป๐—ป๐—ถ๐—ป๐—ด ๐˜๐—ผ ๐˜๐—ฟ๐—ถ๐—บ ๐—ฎ๐—ป๐˜† ๐—ฝ๐—ผ๐˜€๐—ถ๐˜๐—ถ๐—ผ๐—ป ๐—ฎ๐˜ ๐˜๐—ต๐—ฒ ๐—บ๐—ผ๐—บ๐—ฒ๐—ป๐˜. As always, please feel free to ask any question you may have. Thank you, take care and trade safe! Nico $SPX500 $NSDQ100
Not investment advice. The author may have financial interests in the mentioned instruments.