Hexatronic reported its Q1 results on April 29, 2026, and the market is finally validating the turnaround. The adjusted EBITA margin has officially turned the corner, climbing to 8.6%.
Congratulations. Very well written. I actually read your first report and was very close to pulling the trigger - actually I had a buy order that never got filled as it moved too quickly. Kicking my ass for not just buying at 24 SEK and hoping for the drop to 22 SEK.
In terms of valuation - agree - the easy gains have been made. I would say the stock price is close to moving ahead of operational developments...
Appreciate the support! Don't kick yourself too hard... if I had a EUR for every missed fill before a major rip, I’d be retired.
While the price is more "leaning forward," I think the mix shift is changing the game. We are seeing US fiber flip back to positive growth before the BEAD stimulus even hits is a strong signal. Plus, with Data Centers now acting as the Group's primary profit engine, we may be looking at a structural re-rating rather than just a temporary bounce.
Congratulations. Very well written. I actually read your first report and was very close to pulling the trigger - actually I had a buy order that never got filled as it moved too quickly. Kicking my ass for not just buying at 24 SEK and hoping for the drop to 22 SEK.
In terms of valuation - agree - the easy gains have been made. I would say the stock price is close to moving ahead of operational developments...
Appreciate the support! Don't kick yourself too hard... if I had a EUR for every missed fill before a major rip, I’d be retired.
While the price is more "leaning forward," I think the mix shift is changing the game. We are seeing US fiber flip back to positive growth before the BEAD stimulus even hits is a strong signal. Plus, with Data Centers now acting as the Group's primary profit engine, we may be looking at a structural re-rating rather than just a temporary bounce.