I received the following message from an SI member, who wishes to remain anonymous, about two Finnish high tech companies that have niches in the Scandinavian telecommunications ecosystem. Both are on the lower end of the food chain and they appear to have great potential for investors:
This new thread is an excellent idea, and here come my two euro cents worth:
JOT Automation Group delivers most of the production lines for Nokia, and as you know, Nokia`s efficiency is in a class of its own. JOT was listed in Helsinki 14 months ago, and the share price is up some 800 per cent so far, but I think it`s still worth every cent, and more. Naturally, I am long in JOT and intend to remain that way for years. More info on jot.fi
Comptel is a subsidiary of Helsinki Telephone company, which will be listed in Helsinki next week. The Comptel IPO was over subscribed some 50 times, and the IPO price of 19 euros will probably double, when it is listed on the 9:th of December. Comptel produce mediator software that works between the wireless network and the operators customer care and billing software, and they are the best in their business. See their impressive reference list (e.g. Global Star) and other stuff at comptel.com.
I suppose any Finnish investor could/would pick these two as the most promising telecom-related companies in Helsinki right now. Both these companies are at the moment listed only in Helsinki, but as they both are truly global companies with lots of activities in the U.S. and Asia, I suppose they will be quoted in Nasdaq in a couple of years, maybe even sooner.
In fact, JOT already has quite a lot owners in the U.S. Comptel isn`t that much known in the States, but after all, it is a global telecom software company with a 30+ % profit margin, and they are growing like mad... Just connect the dots! |
