In the latest episode of Penserpodden, analyst Jakob Söderblom takes a deep dive into the world of contract manufacturers, with a particular focus on HANZA. He analyzes the investment case and explores the sector’s growth after the pandemic, the structural tailwind, and what the pressured share prices in 2024 mean for companies in the industry.
The episode also highlights the value that contract manufacturing brings and the differences between various players in the sector.
