2026 Q1 -tulosraportti
76 päivää sitten
‧24 min
1,50 SEK/osake
Irtoamispäivä 3.12.
3,43%Tuotto/v
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 20.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 23.4. | ||
2025 Q4 -tulosraportti 5.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 24.4.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·19 t sittenI am cautiously optimistic ahead of the Q2 report. Organic growth was a bit disappointing in Q1 with its 3%, but I believe it will pick up again to 5-6% in the coming quarters. The comparison figures are easier, and the underlying momentum in the business seems intact. The currency headwind that has weighed on reported growth should also subside going forward, which will provide a more accurate picture of the actual development. The underlying gross margin is at record levels, which is a strong starting point. When organic growth picks up again, it will have a positive effect on the result. I am calculating an EBIT margin of 12.8% for the full year 2026, up from 12.0% last year, and believe margins could start moving north in 2027 - I expect slightly over 14%. The Cotton Classics integration seems to be going according to plan, even though it still weighs on profitability. The investment level is expected to flatten out going forward. In terms of valuation, the stock trades at P/E 12 on the next four quarters and P/E 9.5 on my 2027 estimates. It is simply too cheap for a company of New Wave's quality. The report probably won't be a big surprise in any direction, but I believe the direction is right and that the market underestimates what the company can deliver once the investment phase is over.
·3.7.Another 130k shares from the short sellers couldn't keep the price down, so it's starting to look really good.- ·2.7.Another round of 130k yesterday on a turnover of 200k. However, it looks like someone has started buying back shares. It's 2 different branches of JP Morgan buying and selling 130k each in rounds, so it's quite obvious the trading is happening to drive down the price and not because they hope the price will fall. My guess is that they are trying to take advantage of a bunch of funds disappearing from PPM and being forced to sell during a period. Hopefully, we saw the end of that on July 1st and we are seeing a turnaround today.
- ·1.7.Another pressure from the short sellers is registered. Of yesterday's 188k shares that were sold, it was the short sellers' algorithms that sold 130k shares. It is at least obvious to me that it is not the owners of the share who control the stock price. If it's not price manipulation, then it's market manipulation, as the price does not reflect the owners' view but rather how many shares some algorithms manage to sell during a period. As of writing, 1 million shares have now been gradually sold over 30 days, where the total turnover of shares has been 4 million. (Corresponds to a new issue of 20%)
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2026 Q1 -tulosraportti
76 päivää sitten
‧24 min
1,50 SEK/osake
Irtoamispäivä 3.12.
3,43%Tuotto/v
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·19 t sittenI am cautiously optimistic ahead of the Q2 report. Organic growth was a bit disappointing in Q1 with its 3%, but I believe it will pick up again to 5-6% in the coming quarters. The comparison figures are easier, and the underlying momentum in the business seems intact. The currency headwind that has weighed on reported growth should also subside going forward, which will provide a more accurate picture of the actual development. The underlying gross margin is at record levels, which is a strong starting point. When organic growth picks up again, it will have a positive effect on the result. I am calculating an EBIT margin of 12.8% for the full year 2026, up from 12.0% last year, and believe margins could start moving north in 2027 - I expect slightly over 14%. The Cotton Classics integration seems to be going according to plan, even though it still weighs on profitability. The investment level is expected to flatten out going forward. In terms of valuation, the stock trades at P/E 12 on the next four quarters and P/E 9.5 on my 2027 estimates. It is simply too cheap for a company of New Wave's quality. The report probably won't be a big surprise in any direction, but I believe the direction is right and that the market underestimates what the company can deliver once the investment phase is over.
- ·3.7.Another 130k shares from the short sellers couldn't keep the price down, so it's starting to look really good.
- ·2.7.Another round of 130k yesterday on a turnover of 200k. However, it looks like someone has started buying back shares. It's 2 different branches of JP Morgan buying and selling 130k each in rounds, so it's quite obvious the trading is happening to drive down the price and not because they hope the price will fall. My guess is that they are trying to take advantage of a bunch of funds disappearing from PPM and being forced to sell during a period. Hopefully, we saw the end of that on July 1st and we are seeing a turnaround today.
- ·1.7.Another pressure from the short sellers is registered. Of yesterday's 188k shares that were sold, it was the short sellers' algorithms that sold 130k shares. It is at least obvious to me that it is not the owners of the share who control the stock price. If it's not price manipulation, then it's market manipulation, as the price does not reflect the owners' view but rather how many shares some algorithms manage to sell during a period. As of writing, 1 million shares have now been gradually sold over 30 days, where the total turnover of shares has been 4 million. (Corresponds to a new issue of 20%)
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 20.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 23.4. | ||
2025 Q4 -tulosraportti 5.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 24.4.2025 |
2026 Q1 -tulosraportti
76 päivää sitten
‧24 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 20.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 23.4. | ||
2025 Q4 -tulosraportti 5.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 24.4.2025 |
1,50 SEK/osake
Irtoamispäivä 3.12.
3,43%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·19 t sittenI am cautiously optimistic ahead of the Q2 report. Organic growth was a bit disappointing in Q1 with its 3%, but I believe it will pick up again to 5-6% in the coming quarters. The comparison figures are easier, and the underlying momentum in the business seems intact. The currency headwind that has weighed on reported growth should also subside going forward, which will provide a more accurate picture of the actual development. The underlying gross margin is at record levels, which is a strong starting point. When organic growth picks up again, it will have a positive effect on the result. I am calculating an EBIT margin of 12.8% for the full year 2026, up from 12.0% last year, and believe margins could start moving north in 2027 - I expect slightly over 14%. The Cotton Classics integration seems to be going according to plan, even though it still weighs on profitability. The investment level is expected to flatten out going forward. In terms of valuation, the stock trades at P/E 12 on the next four quarters and P/E 9.5 on my 2027 estimates. It is simply too cheap for a company of New Wave's quality. The report probably won't be a big surprise in any direction, but I believe the direction is right and that the market underestimates what the company can deliver once the investment phase is over.
- ·3.7.Another 130k shares from the short sellers couldn't keep the price down, so it's starting to look really good.
- ·2.7.Another round of 130k yesterday on a turnover of 200k. However, it looks like someone has started buying back shares. It's 2 different branches of JP Morgan buying and selling 130k each in rounds, so it's quite obvious the trading is happening to drive down the price and not because they hope the price will fall. My guess is that they are trying to take advantage of a bunch of funds disappearing from PPM and being forced to sell during a period. Hopefully, we saw the end of that on July 1st and we are seeing a turnaround today.
- ·1.7.Another pressure from the short sellers is registered. Of yesterday's 188k shares that were sold, it was the short sellers' algorithms that sold 130k shares. It is at least obvious to me that it is not the owners of the share who control the stock price. If it's not price manipulation, then it's market manipulation, as the price does not reflect the owners' view but rather how many shares some algorithms manage to sell during a period. As of writing, 1 million shares have now been gradually sold over 30 days, where the total turnover of shares has been 4 million. (Corresponds to a new issue of 20%)
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt