Gofore’s Q2 leaves us with increased confidence in organic growth accelerating: the improved signs of economic growth in Finland should drive demand in Gofore’s intelligent industry segment. The big public tenders that Gofore has won support its public sector revenue base. Defence & Space enjoys strong momentum, with 21% sales growth; the margin should follow. Our estimates move little and we repeat our fair value range of EUR 16-18.
LÄS MER
