2026 Q2 -tulosraportti
UUTTA
2 päivää sitten
‧52 min
1,50 SEK/osake
Irtoamispäivä 3.12.
3,48%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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 11.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 20.8. | ||
2026 Q1 -tulosraportti 23.4. | ||
2025 Q4 -tulosraportti 5.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·14 t sitten · MuokattuSince growth in AO Företag, excl. Cotton Classic, has been -4.8 % Y/Y L4Q, I expect continued negative growth (-2 %) in Q3. CC adds to 307 MSEK as CC's revenue L10M of 93 MSEK/month increases by 10 % due to the new NEWA brands, to 102 MSEK/month (=307 MSEK/Q). AO Sport & Fritid +6 %, i.e. halfway between L6Y and L4Q, which gives a total revenue in Q3 of 2 680 MSEK, +12.1 % Y/Y. EBIT-% is lowered by 1.7 percentage points compared to L6Y to 13.2 % mainly due to CC's lower margin (approx. 8.5 %) in AO Företag and temporary investments in a new IT system + warehouse automation. EBIT: 354.9 MSEK and EPS 1.91 SEK. For 2026, I expect 8.9 % growth, of which 2.1 % organic and 1 113 MSEK from the CC acquisition. Furthermore, I believe the currency headwind has ceased. EBIT-% is lowered by 1.5 percentage points below the L6Y average mainly due to CC's lower margins (7 – 9 %) in AO Företag and continued investments in IT and warehouse automation. For 2027, I assume that AO Företag has slowly regained its organic growth and achieves 7.6 % growth, i.e. 0.6 percentage points below the L6Y average. Thanks to the BTC and CC acquisitions as well as the Teamwear initiative in North America, I believe NEWA's revenue will increase by 7.2 % to 11 699 MSEK. The EBIT margin is 0.2 percentage points below the L6Y average because investments in IT and warehouse automation continue to negatively impact H1. The P/E ratio has been 14.3 on average respectively 14.9 in median L12Q, which is why I maintain P/E 15 as a valuation multiple. MMV 2026E: EPS 7.17 SEK x P/E 15 = 108 SEK MMV Q2 2027: EPS 7.91 SEK x P/E 15 = 119 SEK MMV 2027E: EPS 8.77 SEK x P/E 15 = 132 SEK NEWA currently weighs just over 8 % in my portfolio. Even though I this time was better than consensus and 7th best of 78 Pinpointers at forecasting Q2, things can always go completely wrong. So do your own analysis before acting.
·18 t sittenStock manipulation continued yesterday where the short sellers dumped 140k shares to push down the price and create a negative "market reaction" despite the report beating consensus on all points and growth in a challenging market being 9% YoY on a rolling 12-month basis. The price is very likely falling today for the same reason. Growth in NW is structural and means that more resellers have been added, and if one listened to Torsten yesterday, he expected that it would not be a problem to reach the margin target of 20% for the business in addition to the companies recently acquired. What CC will contribute with is increased revenue for the parts with higher margin and increased revenue there boosts profitability as costs are spread over more products sold, thereby increasing profitability in both CC and the rest of NW, so at some point, the entire NW will reach the 20% margin target. (That they got customs money back is a zero-sum game that moved profitability from Q1 to Q2)
SHB assesses that cost pressure will hold back earnings development in the short term despite signs of recovery in the market. In the analysis, the forecasts for operating profit are lowered for 2027-2028.- ·1 päivä sittenThe 8.8 million extra shares that short sellers have driven the price down with will sooner or later have to be bought back, and it's not as simple as selling them. Today's report was fantastically good in relation to the stock price, as it has been intentionally pressured down -20% while consensus expected earnings have increased by 10%.
- ·1 päivä sittenNW is now a textbook example of how stock price manipulation affects the market. Revenue has increased constantly for a long time, and so has the company's value. However, it doesn't really matter if a bunch of hedge funds launch some algorithms that create 8million new shares and sell them over time to drive down the price. When no analyst or journalist at DI etc takes into account that it wasn't the market that pushed down the price, it has the effect that if one hits consensus or misses, many act based on yesterday's price reflecting consensus expectations. Yesterday's price only reflected what happens when some have sold 8million shares for the second time and increased the number of outstanding shares by just over 6%. I don't think many consider 90kr for NW to be a reasonable price level, given that one knows it's investments for growth and higher profitability that are temporarily holding back profitability because one wants to double revenue and increase the operating margin to 20%. Besides Ålandsbanken and DI, I believe and hope other experts following NW's development see through this stock price manipulation and view today's report as a step forward, as revenue has increased over 10% YoY and value has increased by the same YoY.
Well formulated. Ålandsbanken, which is the only bank that cares, is dissatisfied with every report, a coincidence? Nah.
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.
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 Q2 -tulosraportti
UUTTA
2 päivää sitten
‧52 min
1,50 SEK/osake
Irtoamispäivä 3.12.
3,48%Tuotto/v
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
- ·14 t sitten · MuokattuSince growth in AO Företag, excl. Cotton Classic, has been -4.8 % Y/Y L4Q, I expect continued negative growth (-2 %) in Q3. CC adds to 307 MSEK as CC's revenue L10M of 93 MSEK/month increases by 10 % due to the new NEWA brands, to 102 MSEK/month (=307 MSEK/Q). AO Sport & Fritid +6 %, i.e. halfway between L6Y and L4Q, which gives a total revenue in Q3 of 2 680 MSEK, +12.1 % Y/Y. EBIT-% is lowered by 1.7 percentage points compared to L6Y to 13.2 % mainly due to CC's lower margin (approx. 8.5 %) in AO Företag and temporary investments in a new IT system + warehouse automation. EBIT: 354.9 MSEK and EPS 1.91 SEK. For 2026, I expect 8.9 % growth, of which 2.1 % organic and 1 113 MSEK from the CC acquisition. Furthermore, I believe the currency headwind has ceased. EBIT-% is lowered by 1.5 percentage points below the L6Y average mainly due to CC's lower margins (7 – 9 %) in AO Företag and continued investments in IT and warehouse automation. For 2027, I assume that AO Företag has slowly regained its organic growth and achieves 7.6 % growth, i.e. 0.6 percentage points below the L6Y average. Thanks to the BTC and CC acquisitions as well as the Teamwear initiative in North America, I believe NEWA's revenue will increase by 7.2 % to 11 699 MSEK. The EBIT margin is 0.2 percentage points below the L6Y average because investments in IT and warehouse automation continue to negatively impact H1. The P/E ratio has been 14.3 on average respectively 14.9 in median L12Q, which is why I maintain P/E 15 as a valuation multiple. MMV 2026E: EPS 7.17 SEK x P/E 15 = 108 SEK MMV Q2 2027: EPS 7.91 SEK x P/E 15 = 119 SEK MMV 2027E: EPS 8.77 SEK x P/E 15 = 132 SEK NEWA currently weighs just over 8 % in my portfolio. Even though I this time was better than consensus and 7th best of 78 Pinpointers at forecasting Q2, things can always go completely wrong. So do your own analysis before acting.
- ·18 t sittenStock manipulation continued yesterday where the short sellers dumped 140k shares to push down the price and create a negative "market reaction" despite the report beating consensus on all points and growth in a challenging market being 9% YoY on a rolling 12-month basis. The price is very likely falling today for the same reason. Growth in NW is structural and means that more resellers have been added, and if one listened to Torsten yesterday, he expected that it would not be a problem to reach the margin target of 20% for the business in addition to the companies recently acquired. What CC will contribute with is increased revenue for the parts with higher margin and increased revenue there boosts profitability as costs are spread over more products sold, thereby increasing profitability in both CC and the rest of NW, so at some point, the entire NW will reach the 20% margin target. (That they got customs money back is a zero-sum game that moved profitability from Q1 to Q2)SHB assesses that cost pressure will hold back earnings development in the short term despite signs of recovery in the market. In the analysis, the forecasts for operating profit are lowered for 2027-2028.
- ·1 päivä sittenThe 8.8 million extra shares that short sellers have driven the price down with will sooner or later have to be bought back, and it's not as simple as selling them. Today's report was fantastically good in relation to the stock price, as it has been intentionally pressured down -20% while consensus expected earnings have increased by 10%.
- ·1 päivä sittenNW is now a textbook example of how stock price manipulation affects the market. Revenue has increased constantly for a long time, and so has the company's value. However, it doesn't really matter if a bunch of hedge funds launch some algorithms that create 8million new shares and sell them over time to drive down the price. When no analyst or journalist at DI etc takes into account that it wasn't the market that pushed down the price, it has the effect that if one hits consensus or misses, many act based on yesterday's price reflecting consensus expectations. Yesterday's price only reflected what happens when some have sold 8million shares for the second time and increased the number of outstanding shares by just over 6%. I don't think many consider 90kr for NW to be a reasonable price level, given that one knows it's investments for growth and higher profitability that are temporarily holding back profitability because one wants to double revenue and increase the operating margin to 20%. Besides Ålandsbanken and DI, I believe and hope other experts following NW's development see through this stock price manipulation and view today's report as a step forward, as revenue has increased over 10% YoY and value has increased by the same YoY.Well formulated. Ålandsbanken, which is the only bank that cares, is dissatisfied with every report, a coincidence? Nah.
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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 11.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 20.8. | ||
2026 Q1 -tulosraportti 23.4. | ||
2025 Q4 -tulosraportti 5.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 |
2026 Q2 -tulosraportti
UUTTA
2 päivää sitten
‧52 min
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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 11.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 20.8. | ||
2026 Q1 -tulosraportti 23.4. | ||
2025 Q4 -tulosraportti 5.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 |
1,50 SEK/osake
Irtoamispäivä 3.12.
3,48%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·14 t sitten · MuokattuSince growth in AO Företag, excl. Cotton Classic, has been -4.8 % Y/Y L4Q, I expect continued negative growth (-2 %) in Q3. CC adds to 307 MSEK as CC's revenue L10M of 93 MSEK/month increases by 10 % due to the new NEWA brands, to 102 MSEK/month (=307 MSEK/Q). AO Sport & Fritid +6 %, i.e. halfway between L6Y and L4Q, which gives a total revenue in Q3 of 2 680 MSEK, +12.1 % Y/Y. EBIT-% is lowered by 1.7 percentage points compared to L6Y to 13.2 % mainly due to CC's lower margin (approx. 8.5 %) in AO Företag and temporary investments in a new IT system + warehouse automation. EBIT: 354.9 MSEK and EPS 1.91 SEK. For 2026, I expect 8.9 % growth, of which 2.1 % organic and 1 113 MSEK from the CC acquisition. Furthermore, I believe the currency headwind has ceased. EBIT-% is lowered by 1.5 percentage points below the L6Y average mainly due to CC's lower margins (7 – 9 %) in AO Företag and continued investments in IT and warehouse automation. For 2027, I assume that AO Företag has slowly regained its organic growth and achieves 7.6 % growth, i.e. 0.6 percentage points below the L6Y average. Thanks to the BTC and CC acquisitions as well as the Teamwear initiative in North America, I believe NEWA's revenue will increase by 7.2 % to 11 699 MSEK. The EBIT margin is 0.2 percentage points below the L6Y average because investments in IT and warehouse automation continue to negatively impact H1. The P/E ratio has been 14.3 on average respectively 14.9 in median L12Q, which is why I maintain P/E 15 as a valuation multiple. MMV 2026E: EPS 7.17 SEK x P/E 15 = 108 SEK MMV Q2 2027: EPS 7.91 SEK x P/E 15 = 119 SEK MMV 2027E: EPS 8.77 SEK x P/E 15 = 132 SEK NEWA currently weighs just over 8 % in my portfolio. Even though I this time was better than consensus and 7th best of 78 Pinpointers at forecasting Q2, things can always go completely wrong. So do your own analysis before acting.
- ·18 t sittenStock manipulation continued yesterday where the short sellers dumped 140k shares to push down the price and create a negative "market reaction" despite the report beating consensus on all points and growth in a challenging market being 9% YoY on a rolling 12-month basis. The price is very likely falling today for the same reason. Growth in NW is structural and means that more resellers have been added, and if one listened to Torsten yesterday, he expected that it would not be a problem to reach the margin target of 20% for the business in addition to the companies recently acquired. What CC will contribute with is increased revenue for the parts with higher margin and increased revenue there boosts profitability as costs are spread over more products sold, thereby increasing profitability in both CC and the rest of NW, so at some point, the entire NW will reach the 20% margin target. (That they got customs money back is a zero-sum game that moved profitability from Q1 to Q2)SHB assesses that cost pressure will hold back earnings development in the short term despite signs of recovery in the market. In the analysis, the forecasts for operating profit are lowered for 2027-2028.
- ·1 päivä sittenThe 8.8 million extra shares that short sellers have driven the price down with will sooner or later have to be bought back, and it's not as simple as selling them. Today's report was fantastically good in relation to the stock price, as it has been intentionally pressured down -20% while consensus expected earnings have increased by 10%.
- ·1 päivä sittenNW is now a textbook example of how stock price manipulation affects the market. Revenue has increased constantly for a long time, and so has the company's value. However, it doesn't really matter if a bunch of hedge funds launch some algorithms that create 8million new shares and sell them over time to drive down the price. When no analyst or journalist at DI etc takes into account that it wasn't the market that pushed down the price, it has the effect that if one hits consensus or misses, many act based on yesterday's price reflecting consensus expectations. Yesterday's price only reflected what happens when some have sold 8million shares for the second time and increased the number of outstanding shares by just over 6%. I don't think many consider 90kr for NW to be a reasonable price level, given that one knows it's investments for growth and higher profitability that are temporarily holding back profitability because one wants to double revenue and increase the operating margin to 20%. Besides Ålandsbanken and DI, I believe and hope other experts following NW's development see through this stock price manipulation and view today's report as a step forward, as revenue has increased over 10% YoY and value has increased by the same YoY.Well formulated. Ålandsbanken, which is the only bank that cares, is dissatisfied with every report, a coincidence? Nah.
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