Recent Buy: Terveystalo Plc

After mediocre consideration I bought my final chunk of Terveystalo Plc or at least I consider it to be last for now. I bought additional 100 shares for 9,75 EUR per share which makes the total position 500 shares. Thesis seems to be intact: share price has been dropping due to Varma (mutual pension insurance) selling but there is a good chance for dividend increases and share price might be supported by reclassification as large cap company which likely increases foreign interest and so on. I do consider the position to be full but switching from Lassila & Tikanoja to Terveystalo feels tempting mainly because of the fact that L&T position is a bit small due to the fact that I expected it go up slower than it actually did. Now I am left with expected and decent 15% gains but only half position. This together with the planned split into two listed positions would leave me with two even smaller positions while the other one is likely to see somewhat significant sell side pressure due to the fact that most environmentalists having focus on circular economy and such likely do not plan to keep the boring old facility services business.