February 4, 2012

What Finnish companies to follow

Earlier I posted a blog about what companies I found to be interesting investing targets by looking at their numbers like ROA and P/B among many others. List was very strict and only a few companies looked like truly good investing targets after that. This blog is much more general. I will list all Finnish stock companies that I find interesting. Most of these companies are very high in quality and they have long and profitable futures ahead of them. My problem for not investing in them is because they are either overvalued in my eyes or their futures seem too risky.

List of Helsinki Stock Exchange based companies that I recommend you to follow:


Neste Oil
What interest me is their research in bio diesel. If that fails then Neste Oil will stay as a meaningless Finnish company but if it succeeds their stock could be a really good investment in the long run.

Strong quality companies which I would definitely buy if their stock prices took a dive. I require the dive to be a big one because their stock prices are greatly over my limits. Great high quality companies to have in your portfolio.
Nordic Aluminium
Kone
Tikkurila
Fortum
Vacon
Wärtsilä
Alma Media
Fiskars


Banks. Big and strong. By what we know these would not be affected if Europeans banks started to face problems thanks to PIIGS-crisis. If crisis were to expand I expect that Pohjola Pankki would be the strongest. They have less international ties and are less likely to take a hit if other banks fall.
Pohjola Pankki
Nordea Bank
Sampo

Telecommunication companies are doing good profits and considered to be defensive.
Elisa
TeliaSonera

Cyclical companies that are likely to rise in the future but remember to sell them once you are happy with your received return because they will eventually dive.
Outokumpu 
Rautaruukki

Young mining company that is still far from its expected potential. They have experienced many problems, also with environment protection. So far everything has been manageable and in the far future they seem very strong.
Talvivaara


Biotie Therapies
Very young company and stock price is still only 50c because they have not published anything. Creating different medicines and future is still very uncertain but contains possible big sellers.

UPM-Kymmene
UPM has been making some changes into its operations and now they are slowly focusing on bio diesel. They have a long history with paper and other related products but are slowly removing their less profitable parts and going for new growth opportunities.

These are all still trying to grow much larger and I´m interested to see which ones can do it with good returns to the stock owners.

Cargotec
Efore
Exel Composites
Konecranes


PKC Group
Uponor


Basware
Comptel
Keskisuomalainen

Marimekko
Nokian Renkaat
Pohjois-Karjalan Kirjapaino
Rapala VMC
Olvi

Nokia
If they manage to find the consumer again they can be highly profitable in the future. Nokia is a good and strong company but the problem is if they can change in a way that makes Nokia products popular again.

These two are on my list as BUY now. Cheap quality.
Saga Furs
Okmetic


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