2026 Q1 -tulosraportti
10 päivää sitten
‧1 t 0 min
0,35 SEK/osake
Viimeisin osinko
0,83%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 2 712 | NRD | NRD | ||
| 8 709 | - | - | ||
| 2 966 | - | - | ||
| 8 052 | - | - | ||
| 51 055 | - | - |
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
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Nordea Bank Abp | 2 712 | 2 712 | 0 | 2 712 |
| Anonyymi | 12 873 579 | 12 873 579 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Nordea Bank Abp | 2 712 | 2 712 | 0 | 2 712 |
| Anonyymi | 12 873 579 | 12 873 579 | 0 | 0 |
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 21.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 19.5. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 14.11.2025 | ||
2025 Q2 -tulosraportti 22.8.2025 | ||
2025 Q1 -tulosraportti 15.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·12 t sittenSeveral factors suggest that Nibe will perform well in the coming year. 1. The filling of gas storages in Europe is lagging, and it will cost much more than normal to fill them up regardless of the opening of the Strait of Hormuz. This means it will be expensive for the Germans to keep the steam up this winter. And who knows, a sensible politician might realize the danger already this year and start providing subsidies to get installations started already this year? 2. There seems to be a super El Nino this year with enormous amounts of energy stored in the Pacific Ocean. El Nino usually results in European winters being colder than normal. For example, it was a strongly contributing factor to Germany losing the war years 42-43 in the Soviet Union. This will fuel heating costs even more in Europe. 3. Peace in Ukraine is likely within the next year. It needs to be rebuilt. Heating with electricity or stoves should be the choice when relations with the Russians and their gas will probably continue to be frosty. Nibe with the Swedish flag should be in pole position for a large market share after all that Sweden has given. 4. Everyone realizes that inflation is much higher than current figures show. I wouldn't be surprised if the real interest rate is 5%. This benefits Nibe, which has 20 billion in long-term debt. 5 % of that is 1 billion. There will be a bit of a ketchup effect when compound interest eats up the real values of the debts, which I believe is underestimated. High debt in a well-managed company is only an advantage in today's money-printing environment. 5. Nibe's current nameplate capacity in Markaryd means that Capex in the coming years will be very low. The market will love that. 6. I guess Nibe will achieve a 10% operating margin over time as it can be adjusted with depreciation. 7. Overall, with the structural advantages mentioned above, including inflation, I believe growth in 2027-8 will be 30-35% and then decrease towards the target of 20% over time, which is conservative given that it includes acquisitions. My DCF gives a buy at 45 kr with a discount rate of 15% and a 10% margin of safety.
·1 päivä sittenA language model says that Nibe's forward-looking P/E ratio is now around 22–25.·13 t sittenCorrect. But it is a market with structural growth, so there should be room for competition. Nibe's valuation is still quite high, so it requires that revenue and profit increase from here.
·13 t sitten"The first quarter's outcome is in line with our own assessment that the traditional seasonal pattern has been re-established, implying a successive improvement quarter by quarter and thereby a stronger second half compared to the first." So Growth increases going forward according to the CEO. should mean higher margin and increased profit
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
10 päivää sitten
‧1 t 0 min
0,35 SEK/osake
Viimeisin osinko
0,83%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
- ·12 t sittenSeveral factors suggest that Nibe will perform well in the coming year. 1. The filling of gas storages in Europe is lagging, and it will cost much more than normal to fill them up regardless of the opening of the Strait of Hormuz. This means it will be expensive for the Germans to keep the steam up this winter. And who knows, a sensible politician might realize the danger already this year and start providing subsidies to get installations started already this year? 2. There seems to be a super El Nino this year with enormous amounts of energy stored in the Pacific Ocean. El Nino usually results in European winters being colder than normal. For example, it was a strongly contributing factor to Germany losing the war years 42-43 in the Soviet Union. This will fuel heating costs even more in Europe. 3. Peace in Ukraine is likely within the next year. It needs to be rebuilt. Heating with electricity or stoves should be the choice when relations with the Russians and their gas will probably continue to be frosty. Nibe with the Swedish flag should be in pole position for a large market share after all that Sweden has given. 4. Everyone realizes that inflation is much higher than current figures show. I wouldn't be surprised if the real interest rate is 5%. This benefits Nibe, which has 20 billion in long-term debt. 5 % of that is 1 billion. There will be a bit of a ketchup effect when compound interest eats up the real values of the debts, which I believe is underestimated. High debt in a well-managed company is only an advantage in today's money-printing environment. 5. Nibe's current nameplate capacity in Markaryd means that Capex in the coming years will be very low. The market will love that. 6. I guess Nibe will achieve a 10% operating margin over time as it can be adjusted with depreciation. 7. Overall, with the structural advantages mentioned above, including inflation, I believe growth in 2027-8 will be 30-35% and then decrease towards the target of 20% over time, which is conservative given that it includes acquisitions. My DCF gives a buy at 45 kr with a discount rate of 15% and a 10% margin of safety.
- ·1 päivä sittenA language model says that Nibe's forward-looking P/E ratio is now around 22–25.·13 t sittenCorrect. But it is a market with structural growth, so there should be room for competition. Nibe's valuation is still quite high, so it requires that revenue and profit increase from here.·13 t sitten"The first quarter's outcome is in line with our own assessment that the traditional seasonal pattern has been re-established, implying a successive improvement quarter by quarter and thereby a stronger second half compared to the first." So Growth increases going forward according to the CEO. should mean higher margin and increased profit
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 2 712 | NRD | NRD | ||
| 8 709 | - | - | ||
| 2 966 | - | - | ||
| 8 052 | - | - | ||
| 51 055 | - | - |
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
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Nordea Bank Abp | 2 712 | 2 712 | 0 | 2 712 |
| Anonyymi | 12 873 579 | 12 873 579 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Nordea Bank Abp | 2 712 | 2 712 | 0 | 2 712 |
| Anonyymi | 12 873 579 | 12 873 579 | 0 | 0 |
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 21.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 19.5. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 14.11.2025 | ||
2025 Q2 -tulosraportti 22.8.2025 | ||
2025 Q1 -tulosraportti 15.5.2025 |
2026 Q1 -tulosraportti
10 päivää sitten
‧1 t 0 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 21.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 19.5. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 14.11.2025 | ||
2025 Q2 -tulosraportti 22.8.2025 | ||
2025 Q1 -tulosraportti 15.5.2025 |
0,35 SEK/osake
Viimeisin osinko
0,83%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·12 t sittenSeveral factors suggest that Nibe will perform well in the coming year. 1. The filling of gas storages in Europe is lagging, and it will cost much more than normal to fill them up regardless of the opening of the Strait of Hormuz. This means it will be expensive for the Germans to keep the steam up this winter. And who knows, a sensible politician might realize the danger already this year and start providing subsidies to get installations started already this year? 2. There seems to be a super El Nino this year with enormous amounts of energy stored in the Pacific Ocean. El Nino usually results in European winters being colder than normal. For example, it was a strongly contributing factor to Germany losing the war years 42-43 in the Soviet Union. This will fuel heating costs even more in Europe. 3. Peace in Ukraine is likely within the next year. It needs to be rebuilt. Heating with electricity or stoves should be the choice when relations with the Russians and their gas will probably continue to be frosty. Nibe with the Swedish flag should be in pole position for a large market share after all that Sweden has given. 4. Everyone realizes that inflation is much higher than current figures show. I wouldn't be surprised if the real interest rate is 5%. This benefits Nibe, which has 20 billion in long-term debt. 5 % of that is 1 billion. There will be a bit of a ketchup effect when compound interest eats up the real values of the debts, which I believe is underestimated. High debt in a well-managed company is only an advantage in today's money-printing environment. 5. Nibe's current nameplate capacity in Markaryd means that Capex in the coming years will be very low. The market will love that. 6. I guess Nibe will achieve a 10% operating margin over time as it can be adjusted with depreciation. 7. Overall, with the structural advantages mentioned above, including inflation, I believe growth in 2027-8 will be 30-35% and then decrease towards the target of 20% over time, which is conservative given that it includes acquisitions. My DCF gives a buy at 45 kr with a discount rate of 15% and a 10% margin of safety.
- ·1 päivä sittenA language model says that Nibe's forward-looking P/E ratio is now around 22–25.·13 t sittenCorrect. But it is a market with structural growth, so there should be room for competition. Nibe's valuation is still quite high, so it requires that revenue and profit increase from here.·13 t sitten"The first quarter's outcome is in line with our own assessment that the traditional seasonal pattern has been re-established, implying a successive improvement quarter by quarter and thereby a stronger second half compared to the first." So Growth increases going forward according to the CEO. should mean higher margin and increased profit
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 2 712 | NRD | NRD | ||
| 8 709 | - | - | ||
| 2 966 | - | - | ||
| 8 052 | - | - | ||
| 51 055 | - | - |
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
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Nordea Bank Abp | 2 712 | 2 712 | 0 | 2 712 |
| Anonyymi | 12 873 579 | 12 873 579 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Nordea Bank Abp | 2 712 | 2 712 | 0 | 2 712 |
| Anonyymi | 12 873 579 | 12 873 579 | 0 | 0 |