2025 Q4 -tulosraportti
68 päivää sitten
‧47 min
1,50 SEK/osake
Irtoamispäivä 15.5.
3,56%Tuotto/v
Tarjoustasot
Nasdaq Stockholm
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 260 | - | - | ||
| 114 | - | - | ||
| 71 | - | - | ||
| 71 | - | - | ||
| 43 | - | - |
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 186 785 | 186 785 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 186 785 | 186 785 | 0 | 0 |
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 23.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 5.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 24.4.2025 | ||
2024 Q4 -tulosraportti 6.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·3 päivää sittenNew Wave Group does not look cheap at first glance based on 2025 figures — but that is also precisely where the case becomes interesting. I have thoroughly reviewed the company and tried to answer some of the most important questions: • Is 2025 truly a weak year, or more a temporarily pressured investment year? • How much does the Cotton Classics acquisition really mean? • Is the debt something to worry about, or is the risk exaggerated? • How attractive is the stock if margins start to recover in 2026–2027? In the analysis, I break down: – the business model – moat and competitive advantages – financial development – valuation – risks – bull/base/bear case I think NWG is a more interesting company than the market currently gives it credit for. Here is the analysis if anyone wants to read and disagree: https://www.borsanalys.se/analys/new-wave-group-april-2026·1 päivä sittenAs an owner of NW for 25 years, my only comment is that you have somewhat misunderstood the indebtedness and capital tie-up. The capital tie-up is a significant moat that keeps new competitors away, as it becomes a substantial barrier for anyone to compete for customers. The leverage is an insignificant risk after the severe restructuring of 2008, and the debt was reorganized. The inventory can always be sold from without replenishing, so there is always the possibility to extremely quickly generate FCF. Large inventory carries significant debt, and the combination is a barrier for others and enables a high return on equity.·23 t sittenThanks for that – 25 years as an owner really provides a perspective worth listening to. You have a good point regarding inventory and capital tie-up. I probably placed a bit too much emphasis on the risk side of the balance sheet and too little on the fact that inventory is actually also part of NWG's moat. It costs a lot of capital to build up the same delivery capability, breadth, and availability, and that becomes a real barrier to entry. I also think your point about cash flow is important. Inventory is not just a burden, but also a kind of built-in flexibility if the company wanted to prioritize cash flow for a period. Where I am still a bit cautious is that net debt has nevertheless risen quickly, and I still think that is worth monitoring even in a well-managed company. But you are absolutely right that the historical context was missing in my text. Good input – that actually makes the analysis better.
·25.3.Smart to jump in and short NW now, as Qube does, after a substantial decline and low valuation..It would have been better to enter at 120 kr- ·20.3.Dipping my toes in NW for the first time in a long time around 90 kr. Probably a bad report given all the investments etc..But still priced in after 25% down?
- ·6.3.Now the short sellers have dumped 850k shares since 11/2 to lower the price if anyone is wondering why it's completely impossible for the price to rise. But that should cause some trouble for them as customs refunds should benefit NW more than what is currently priced into the stock price.
- ·17.2.From the style index report in January: "January was a pronounced winter month, with snow and colder temperatures than normal throughout the country. This left clear marks on consumption, where needs-driven and season-adapted purchases were prioritized." It's leaning towards a very good report in Q1 as Feb followed Jan regarding temperature. Clothes increased 1.4% in Jan.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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.
2025 Q4 -tulosraportti
68 päivää sitten
‧47 min
1,50 SEK/osake
Irtoamispäivä 15.5.
3,56%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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·3 päivää sittenNew Wave Group does not look cheap at first glance based on 2025 figures — but that is also precisely where the case becomes interesting. I have thoroughly reviewed the company and tried to answer some of the most important questions: • Is 2025 truly a weak year, or more a temporarily pressured investment year? • How much does the Cotton Classics acquisition really mean? • Is the debt something to worry about, or is the risk exaggerated? • How attractive is the stock if margins start to recover in 2026–2027? In the analysis, I break down: – the business model – moat and competitive advantages – financial development – valuation – risks – bull/base/bear case I think NWG is a more interesting company than the market currently gives it credit for. Here is the analysis if anyone wants to read and disagree: https://www.borsanalys.se/analys/new-wave-group-april-2026·1 päivä sittenAs an owner of NW for 25 years, my only comment is that you have somewhat misunderstood the indebtedness and capital tie-up. The capital tie-up is a significant moat that keeps new competitors away, as it becomes a substantial barrier for anyone to compete for customers. The leverage is an insignificant risk after the severe restructuring of 2008, and the debt was reorganized. The inventory can always be sold from without replenishing, so there is always the possibility to extremely quickly generate FCF. Large inventory carries significant debt, and the combination is a barrier for others and enables a high return on equity.·23 t sittenThanks for that – 25 years as an owner really provides a perspective worth listening to. You have a good point regarding inventory and capital tie-up. I probably placed a bit too much emphasis on the risk side of the balance sheet and too little on the fact that inventory is actually also part of NWG's moat. It costs a lot of capital to build up the same delivery capability, breadth, and availability, and that becomes a real barrier to entry. I also think your point about cash flow is important. Inventory is not just a burden, but also a kind of built-in flexibility if the company wanted to prioritize cash flow for a period. Where I am still a bit cautious is that net debt has nevertheless risen quickly, and I still think that is worth monitoring even in a well-managed company. But you are absolutely right that the historical context was missing in my text. Good input – that actually makes the analysis better.
- ·25.3.Smart to jump in and short NW now, as Qube does, after a substantial decline and low valuation..It would have been better to enter at 120 kr
- ·20.3.Dipping my toes in NW for the first time in a long time around 90 kr. Probably a bad report given all the investments etc..But still priced in after 25% down?
- ·6.3.Now the short sellers have dumped 850k shares since 11/2 to lower the price if anyone is wondering why it's completely impossible for the price to rise. But that should cause some trouble for them as customs refunds should benefit NW more than what is currently priced into the stock price.
- ·17.2.From the style index report in January: "January was a pronounced winter month, with snow and colder temperatures than normal throughout the country. This left clear marks on consumption, where needs-driven and season-adapted purchases were prioritized." It's leaning towards a very good report in Q1 as Feb followed Jan regarding temperature. Clothes increased 1.4% in Jan.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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
Nasdaq Stockholm
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 260 | - | - | ||
| 114 | - | - | ||
| 71 | - | - | ||
| 71 | - | - | ||
| 43 | - | - |
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 186 785 | 186 785 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 186 785 | 186 785 | 0 | 0 |
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 23.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 5.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 24.4.2025 | ||
2024 Q4 -tulosraportti 6.2.2025 |
2025 Q4 -tulosraportti
68 päivää sitten
‧47 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 Q1 -tulosraportti 23.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 5.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 24.4.2025 | ||
2024 Q4 -tulosraportti 6.2.2025 |
1,50 SEK/osake
Irtoamispäivä 15.5.
3,56%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·3 päivää sittenNew Wave Group does not look cheap at first glance based on 2025 figures — but that is also precisely where the case becomes interesting. I have thoroughly reviewed the company and tried to answer some of the most important questions: • Is 2025 truly a weak year, or more a temporarily pressured investment year? • How much does the Cotton Classics acquisition really mean? • Is the debt something to worry about, or is the risk exaggerated? • How attractive is the stock if margins start to recover in 2026–2027? In the analysis, I break down: – the business model – moat and competitive advantages – financial development – valuation – risks – bull/base/bear case I think NWG is a more interesting company than the market currently gives it credit for. Here is the analysis if anyone wants to read and disagree: https://www.borsanalys.se/analys/new-wave-group-april-2026·1 päivä sittenAs an owner of NW for 25 years, my only comment is that you have somewhat misunderstood the indebtedness and capital tie-up. The capital tie-up is a significant moat that keeps new competitors away, as it becomes a substantial barrier for anyone to compete for customers. The leverage is an insignificant risk after the severe restructuring of 2008, and the debt was reorganized. The inventory can always be sold from without replenishing, so there is always the possibility to extremely quickly generate FCF. Large inventory carries significant debt, and the combination is a barrier for others and enables a high return on equity.·23 t sittenThanks for that – 25 years as an owner really provides a perspective worth listening to. You have a good point regarding inventory and capital tie-up. I probably placed a bit too much emphasis on the risk side of the balance sheet and too little on the fact that inventory is actually also part of NWG's moat. It costs a lot of capital to build up the same delivery capability, breadth, and availability, and that becomes a real barrier to entry. I also think your point about cash flow is important. Inventory is not just a burden, but also a kind of built-in flexibility if the company wanted to prioritize cash flow for a period. Where I am still a bit cautious is that net debt has nevertheless risen quickly, and I still think that is worth monitoring even in a well-managed company. But you are absolutely right that the historical context was missing in my text. Good input – that actually makes the analysis better.
- ·25.3.Smart to jump in and short NW now, as Qube does, after a substantial decline and low valuation..It would have been better to enter at 120 kr
- ·20.3.Dipping my toes in NW for the first time in a long time around 90 kr. Probably a bad report given all the investments etc..But still priced in after 25% down?
- ·6.3.Now the short sellers have dumped 850k shares since 11/2 to lower the price if anyone is wondering why it's completely impossible for the price to rise. But that should cause some trouble for them as customs refunds should benefit NW more than what is currently priced into the stock price.
- ·17.2.From the style index report in January: "January was a pronounced winter month, with snow and colder temperatures than normal throughout the country. This left clear marks on consumption, where needs-driven and season-adapted purchases were prioritized." It's leaning towards a very good report in Q1 as Feb followed Jan regarding temperature. Clothes increased 1.4% in Jan.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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
Nasdaq Stockholm
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 260 | - | - | ||
| 114 | - | - | ||
| 71 | - | - | ||
| 71 | - | - | ||
| 43 | - | - |
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 186 785 | 186 785 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 186 785 | 186 785 | 0 | 0 |