Analyst Fredrik von Plomgren has written a report about Semcon, an international product development company. Technical analyst is Davud Serezlic. The analysis focuses on the internal efficiency, which might help the company to achieve and sustain higher operating margins. If you want to get in touch with the analysts, please send an email to analysgruppen@linclund.com. This report is written in Swedish.

Case summary:

  • Outsourcing of engineering services
  • Providing is seeing a higher demand
  • All business areas reported improved profits and operating margins during the last year
  • Increased focus on lowering the high staff turnover rates
  • With a higher charge rate for its employees, Semcon could see the valuation gap compared to competitors decrease

Read the full report by clicking on the image below

Semcon jp