2026 Q2 - tulosraportti
45 päivää sitten
‧1 t 1 min
0,35 SEK/osake
Viimeisin osinko
0,79%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 9 | - | - | ||
| 344 | - | - | ||
| 1 000 | - | - | ||
| 100 | - | - | ||
| 793 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 17.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 21.8. | ||
2026 Q1 - tulosraportti 19.5. | ||
2025 Q4 - tulosraportti 12.2. | ||
2025 Q3 - tulosraportti 14.11.2025 | ||
2025 Q2 - tulosraportti 22.8.2025 |
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
·10 t sitten · MuokattuA clearly positive Nibe article in today's DI: https://www.di.se/analys/darfor-ska-revanschen-fortsatta/ Di is now clearly positive towards Nibe and believes that the stock market comeback should continue. The arguments are six consecutive quarters of organic growth and improved profitability, recovery in Europe and above all Germany where subsidy applications are +62% YTD and around +100% in July-August, stronger Climate Solutions and Element, lower debt as well as the air-to-air venture with Mitsubishi as a new growth opportunity. Di therefore expects continued rising growth and margins and notes at the same time that the valuation around 19x forward EV/EBIT is back at pre-pandemic levels which is still considered expensive compared to normal industry, but not if profit growth becomes high. Relating this to Citi's analysis (see chat below) it becomes extra interesting. Citi raised after Q2 EPS 2026/27 by about 6%, expects around 8% organic growth in H2 and margins of 11.9% in 2026, 12.6% in 2027 and 12.8% in 2028, but still stayed at Neutral/46 kr because they considered that much of the recovery was already discounted. Since then, above all German, but also broader European heat pump data has continued to strengthen, i.e. precisely the demand confirmation needed to challenge Citi's quite cautious estimates. My conclusion is therefore that Di actually describes the path from Citi's base case towards a more positive scenario. If volumes continue up through existing capacity, Nibe gets operating leverage, which can yield both higher EBIT estimates and higher valuation multiples. I would say that Di's analysis is closer to our 47-57 kr scenario than Citi's 46 kr base case. It is also quite logical since Di now has access to stronger H2 data from Germany than Citi had when their analysis was written. My take is that with 2027 EPS around 2.0-2.1 kr and P/E 25-27x you already end up around 50-57 kr, and if Q3/Q4 confirms that Nibe has truly re-established itself as a growth company, even 60+ kr becomes fully possible without any return to the pandemic's extreme multiples. Could probably give a little push to the stock today
But when is Nibe's 75-year-old CEO going to step down, it seems like he is clinging on for dear life and you see tendencies that he considers himself to know best how Nibe should be managed. He is starting to become a risk for the company.- ·1 päivä sittenI have taken a slightly deeper look at Citi's Nibe analysis after Q2 and think that the most interesting part is actually what has happened after the analysis was written on August 24. Citi raised EPS estimates for 2026/27 by about 6 %, expects around 8 % organic growth in H2 and sees continued margin improvement through higher factory utilization, but still lands on Neutral and 46 SEK because they argue that a large part of the recovery is already discounted. Since then, I think several data points have rather strengthened the case. Above all, it is no longer just Germany that looks better, but European heat pump sales across twelve major markets also increased by about 11 % during H1 2026, while the German market is developing significantly stronger. This strengthens the picture that we may be at the beginning of a broader European recovery rather than a temporary German subsidy effect. The interesting thing in the Citi model is primarily the margins. They expect group margins of just 11.9 % in 2026, 12.6 % in 2027 and 12.8 % in 2028. If Climate Solutions continues upward within its historical 13–15 % range, Element retains momentum from semiconductors/data centers and more volume goes through factories where much of the investments are already made, EBIT should be able to grow faster than revenue through operating leverage. Q2 already provided a first clear indication of precisely this. Then there is the acquisition engine. Historically, Nibe has not been a company that hoards cash flow but has reinvested it in organic expansion and acquisitions. With rapidly falling debt, that possibility opens up again, providing further potential earnings growth on top of Citi's fairly cautious organic base case. Therefore, I also do not think that P/E 25–27x for 2027 needs to be particularly aggressive, provided that Q3/Q4 confirm that Nibe is once again a qualitative growth case. European tech trades by comparison roughly around 25–27x forward P/E and Nibe should naturally not be given a tech multiple just for the sake of it, but the comparison shows that 25–27x is hardly an extreme multiple in today's market. For Nibe, it would instead need to be earned through sustained earnings growth, structural heat pump growth, rising margins, operating leverage, falling debt and resumed M&A. Furthermore, this is far from the extreme Nibe multiples of the pandemic. The point is therefore not that P/E 40–80 should return, but that a Nibe that again shows double-digit or close to double-digit earnings growth should reasonably be valued higher than a mature industrial company. If growth instead falters, 20–23x is significantly easier to defend than 25–27x. With today's 2027 estimates around 1.95–2.00 SEK in EPS, P/E 25–27 gives roughly 49–54 SEK without any particularly aggressive earnings assumptions (see attached image). If Q3/Q4 instead confirm the H2 signal and 2027 EPS starts to be revised toward, for example, 2.10–2.15 SEK, while the market again starts to price Nibe as a growth company, 27–28x gives roughly 57–60 SEK (still without any pandemic multiples). This is why I think Citi's 46 SEK increasingly looks like a conservative base case rather than any ceiling. The big question ahead of Q3 on November 17 is no longer just whether estimates should be raised by a few more percents, but whether Nibe is transitioning from a turnaround back to a quality/growth company. If the market gets that confirmation, the next step could just as well be about multiple expansion as about estimate revisions, and then the valuation mathematics changes rather quickly.
P/E is tricky to look at since depreciation is quite easy to fiddle with. I personally assume that Nibe will adjust the margin in the coming years to bring down the debt in a controlled manner to have it at the promised 10%.plus maybe some percentage point I primarily see structural growth as a driver and believe it will be a minimum of 30-35% during 2027/28 (i.e. in the near term which makes for good leverage in a DCF) considering the following factors - El Nino, cold winters - Reduced LNG export from the Gulf and low gas inventories - Peace and reconstruction in Ukraine will provide an enormous boost - ·3 päivää sittenWeaker shareholders than Nibe shareholders are hard to find. Short sellers TOTALLY OWN the price movements even though basically everything points against them... undeniably impressive. Oil at 100$/barrel, the stock market up 1% and Nibe drops... you can't make this shit up...
- ·3 päivää sittenShort selling in NIBE continues downward and is now around 5.0 %, from just over 5.2 % at the beginning of the week. At the same time, the German heat pump market has strengthened clearly, so it looks increasingly like parts of the short thesis are weakening i.e. better demand, recovered margins and rising estimates make risk/reward worse for the shorts. The next important data point will be the September statistics from Germany where 45k+ applications would confirm the strength and 50k+ could become a clear catalyst for new analyst upgrades and continued covering of short positions. So I am keeping an eye on the Germany statisticsApprox 122 THOUSAND shares it "cost" to dump the price from 45.20 to 44.95, unfortunately the manipulation continues.
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.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 4 590 959 | 4 590 959 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 4 590 959 | 4 590 959 | 0 | 0 |
2026 Q2 - tulosraportti
45 päivää sitten
‧1 t 1 min
0,35 SEK/osake
Viimeisin osinko
0,79%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
- ·10 t sitten · MuokattuA clearly positive Nibe article in today's DI: https://www.di.se/analys/darfor-ska-revanschen-fortsatta/ Di is now clearly positive towards Nibe and believes that the stock market comeback should continue. The arguments are six consecutive quarters of organic growth and improved profitability, recovery in Europe and above all Germany where subsidy applications are +62% YTD and around +100% in July-August, stronger Climate Solutions and Element, lower debt as well as the air-to-air venture with Mitsubishi as a new growth opportunity. Di therefore expects continued rising growth and margins and notes at the same time that the valuation around 19x forward EV/EBIT is back at pre-pandemic levels which is still considered expensive compared to normal industry, but not if profit growth becomes high. Relating this to Citi's analysis (see chat below) it becomes extra interesting. Citi raised after Q2 EPS 2026/27 by about 6%, expects around 8% organic growth in H2 and margins of 11.9% in 2026, 12.6% in 2027 and 12.8% in 2028, but still stayed at Neutral/46 kr because they considered that much of the recovery was already discounted. Since then, above all German, but also broader European heat pump data has continued to strengthen, i.e. precisely the demand confirmation needed to challenge Citi's quite cautious estimates. My conclusion is therefore that Di actually describes the path from Citi's base case towards a more positive scenario. If volumes continue up through existing capacity, Nibe gets operating leverage, which can yield both higher EBIT estimates and higher valuation multiples. I would say that Di's analysis is closer to our 47-57 kr scenario than Citi's 46 kr base case. It is also quite logical since Di now has access to stronger H2 data from Germany than Citi had when their analysis was written. My take is that with 2027 EPS around 2.0-2.1 kr and P/E 25-27x you already end up around 50-57 kr, and if Q3/Q4 confirms that Nibe has truly re-established itself as a growth company, even 60+ kr becomes fully possible without any return to the pandemic's extreme multiples. Could probably give a little push to the stock todayBut when is Nibe's 75-year-old CEO going to step down, it seems like he is clinging on for dear life and you see tendencies that he considers himself to know best how Nibe should be managed. He is starting to become a risk for the company.
- ·1 päivä sittenI have taken a slightly deeper look at Citi's Nibe analysis after Q2 and think that the most interesting part is actually what has happened after the analysis was written on August 24. Citi raised EPS estimates for 2026/27 by about 6 %, expects around 8 % organic growth in H2 and sees continued margin improvement through higher factory utilization, but still lands on Neutral and 46 SEK because they argue that a large part of the recovery is already discounted. Since then, I think several data points have rather strengthened the case. Above all, it is no longer just Germany that looks better, but European heat pump sales across twelve major markets also increased by about 11 % during H1 2026, while the German market is developing significantly stronger. This strengthens the picture that we may be at the beginning of a broader European recovery rather than a temporary German subsidy effect. The interesting thing in the Citi model is primarily the margins. They expect group margins of just 11.9 % in 2026, 12.6 % in 2027 and 12.8 % in 2028. If Climate Solutions continues upward within its historical 13–15 % range, Element retains momentum from semiconductors/data centers and more volume goes through factories where much of the investments are already made, EBIT should be able to grow faster than revenue through operating leverage. Q2 already provided a first clear indication of precisely this. Then there is the acquisition engine. Historically, Nibe has not been a company that hoards cash flow but has reinvested it in organic expansion and acquisitions. With rapidly falling debt, that possibility opens up again, providing further potential earnings growth on top of Citi's fairly cautious organic base case. Therefore, I also do not think that P/E 25–27x for 2027 needs to be particularly aggressive, provided that Q3/Q4 confirm that Nibe is once again a qualitative growth case. European tech trades by comparison roughly around 25–27x forward P/E and Nibe should naturally not be given a tech multiple just for the sake of it, but the comparison shows that 25–27x is hardly an extreme multiple in today's market. For Nibe, it would instead need to be earned through sustained earnings growth, structural heat pump growth, rising margins, operating leverage, falling debt and resumed M&A. Furthermore, this is far from the extreme Nibe multiples of the pandemic. The point is therefore not that P/E 40–80 should return, but that a Nibe that again shows double-digit or close to double-digit earnings growth should reasonably be valued higher than a mature industrial company. If growth instead falters, 20–23x is significantly easier to defend than 25–27x. With today's 2027 estimates around 1.95–2.00 SEK in EPS, P/E 25–27 gives roughly 49–54 SEK without any particularly aggressive earnings assumptions (see attached image). If Q3/Q4 instead confirm the H2 signal and 2027 EPS starts to be revised toward, for example, 2.10–2.15 SEK, while the market again starts to price Nibe as a growth company, 27–28x gives roughly 57–60 SEK (still without any pandemic multiples). This is why I think Citi's 46 SEK increasingly looks like a conservative base case rather than any ceiling. The big question ahead of Q3 on November 17 is no longer just whether estimates should be raised by a few more percents, but whether Nibe is transitioning from a turnaround back to a quality/growth company. If the market gets that confirmation, the next step could just as well be about multiple expansion as about estimate revisions, and then the valuation mathematics changes rather quickly.P/E is tricky to look at since depreciation is quite easy to fiddle with. I personally assume that Nibe will adjust the margin in the coming years to bring down the debt in a controlled manner to have it at the promised 10%.plus maybe some percentage point I primarily see structural growth as a driver and believe it will be a minimum of 30-35% during 2027/28 (i.e. in the near term which makes for good leverage in a DCF) considering the following factors - El Nino, cold winters - Reduced LNG export from the Gulf and low gas inventories - Peace and reconstruction in Ukraine will provide an enormous boost
- ·3 päivää sittenWeaker shareholders than Nibe shareholders are hard to find. Short sellers TOTALLY OWN the price movements even though basically everything points against them... undeniably impressive. Oil at 100$/barrel, the stock market up 1% and Nibe drops... you can't make this shit up...
- ·3 päivää sittenShort selling in NIBE continues downward and is now around 5.0 %, from just over 5.2 % at the beginning of the week. At the same time, the German heat pump market has strengthened clearly, so it looks increasingly like parts of the short thesis are weakening i.e. better demand, recovered margins and rising estimates make risk/reward worse for the shorts. The next important data point will be the September statistics from Germany where 45k+ applications would confirm the strength and 50k+ could become a clear catalyst for new analyst upgrades and continued covering of short positions. So I am keeping an eye on the Germany statisticsApprox 122 THOUSAND shares it "cost" to dump the price from 45.20 to 44.95, unfortunately the manipulation continues.
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 |
|---|---|---|---|---|
| 9 | - | - | ||
| 344 | - | - | ||
| 1 000 | - | - | ||
| 100 | - | - | ||
| 793 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 17.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 21.8. | ||
2026 Q1 - tulosraportti 19.5. | ||
2025 Q4 - tulosraportti 12.2. | ||
2025 Q3 - tulosraportti 14.11.2025 | ||
2025 Q2 - tulosraportti 22.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 4 590 959 | 4 590 959 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 4 590 959 | 4 590 959 | 0 | 0 |
2026 Q2 - tulosraportti
45 päivää sitten
‧1 t 1 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 17.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 21.8. | ||
2026 Q1 - tulosraportti 19.5. | ||
2025 Q4 - tulosraportti 12.2. | ||
2025 Q3 - tulosraportti 14.11.2025 | ||
2025 Q2 - tulosraportti 22.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
0,35 SEK/osake
Viimeisin osinko
0,79%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·10 t sitten · MuokattuA clearly positive Nibe article in today's DI: https://www.di.se/analys/darfor-ska-revanschen-fortsatta/ Di is now clearly positive towards Nibe and believes that the stock market comeback should continue. The arguments are six consecutive quarters of organic growth and improved profitability, recovery in Europe and above all Germany where subsidy applications are +62% YTD and around +100% in July-August, stronger Climate Solutions and Element, lower debt as well as the air-to-air venture with Mitsubishi as a new growth opportunity. Di therefore expects continued rising growth and margins and notes at the same time that the valuation around 19x forward EV/EBIT is back at pre-pandemic levels which is still considered expensive compared to normal industry, but not if profit growth becomes high. Relating this to Citi's analysis (see chat below) it becomes extra interesting. Citi raised after Q2 EPS 2026/27 by about 6%, expects around 8% organic growth in H2 and margins of 11.9% in 2026, 12.6% in 2027 and 12.8% in 2028, but still stayed at Neutral/46 kr because they considered that much of the recovery was already discounted. Since then, above all German, but also broader European heat pump data has continued to strengthen, i.e. precisely the demand confirmation needed to challenge Citi's quite cautious estimates. My conclusion is therefore that Di actually describes the path from Citi's base case towards a more positive scenario. If volumes continue up through existing capacity, Nibe gets operating leverage, which can yield both higher EBIT estimates and higher valuation multiples. I would say that Di's analysis is closer to our 47-57 kr scenario than Citi's 46 kr base case. It is also quite logical since Di now has access to stronger H2 data from Germany than Citi had when their analysis was written. My take is that with 2027 EPS around 2.0-2.1 kr and P/E 25-27x you already end up around 50-57 kr, and if Q3/Q4 confirms that Nibe has truly re-established itself as a growth company, even 60+ kr becomes fully possible without any return to the pandemic's extreme multiples. Could probably give a little push to the stock todayBut when is Nibe's 75-year-old CEO going to step down, it seems like he is clinging on for dear life and you see tendencies that he considers himself to know best how Nibe should be managed. He is starting to become a risk for the company.
- ·1 päivä sittenI have taken a slightly deeper look at Citi's Nibe analysis after Q2 and think that the most interesting part is actually what has happened after the analysis was written on August 24. Citi raised EPS estimates for 2026/27 by about 6 %, expects around 8 % organic growth in H2 and sees continued margin improvement through higher factory utilization, but still lands on Neutral and 46 SEK because they argue that a large part of the recovery is already discounted. Since then, I think several data points have rather strengthened the case. Above all, it is no longer just Germany that looks better, but European heat pump sales across twelve major markets also increased by about 11 % during H1 2026, while the German market is developing significantly stronger. This strengthens the picture that we may be at the beginning of a broader European recovery rather than a temporary German subsidy effect. The interesting thing in the Citi model is primarily the margins. They expect group margins of just 11.9 % in 2026, 12.6 % in 2027 and 12.8 % in 2028. If Climate Solutions continues upward within its historical 13–15 % range, Element retains momentum from semiconductors/data centers and more volume goes through factories where much of the investments are already made, EBIT should be able to grow faster than revenue through operating leverage. Q2 already provided a first clear indication of precisely this. Then there is the acquisition engine. Historically, Nibe has not been a company that hoards cash flow but has reinvested it in organic expansion and acquisitions. With rapidly falling debt, that possibility opens up again, providing further potential earnings growth on top of Citi's fairly cautious organic base case. Therefore, I also do not think that P/E 25–27x for 2027 needs to be particularly aggressive, provided that Q3/Q4 confirm that Nibe is once again a qualitative growth case. European tech trades by comparison roughly around 25–27x forward P/E and Nibe should naturally not be given a tech multiple just for the sake of it, but the comparison shows that 25–27x is hardly an extreme multiple in today's market. For Nibe, it would instead need to be earned through sustained earnings growth, structural heat pump growth, rising margins, operating leverage, falling debt and resumed M&A. Furthermore, this is far from the extreme Nibe multiples of the pandemic. The point is therefore not that P/E 40–80 should return, but that a Nibe that again shows double-digit or close to double-digit earnings growth should reasonably be valued higher than a mature industrial company. If growth instead falters, 20–23x is significantly easier to defend than 25–27x. With today's 2027 estimates around 1.95–2.00 SEK in EPS, P/E 25–27 gives roughly 49–54 SEK without any particularly aggressive earnings assumptions (see attached image). If Q3/Q4 instead confirm the H2 signal and 2027 EPS starts to be revised toward, for example, 2.10–2.15 SEK, while the market again starts to price Nibe as a growth company, 27–28x gives roughly 57–60 SEK (still without any pandemic multiples). This is why I think Citi's 46 SEK increasingly looks like a conservative base case rather than any ceiling. The big question ahead of Q3 on November 17 is no longer just whether estimates should be raised by a few more percents, but whether Nibe is transitioning from a turnaround back to a quality/growth company. If the market gets that confirmation, the next step could just as well be about multiple expansion as about estimate revisions, and then the valuation mathematics changes rather quickly.P/E is tricky to look at since depreciation is quite easy to fiddle with. I personally assume that Nibe will adjust the margin in the coming years to bring down the debt in a controlled manner to have it at the promised 10%.plus maybe some percentage point I primarily see structural growth as a driver and believe it will be a minimum of 30-35% during 2027/28 (i.e. in the near term which makes for good leverage in a DCF) considering the following factors - El Nino, cold winters - Reduced LNG export from the Gulf and low gas inventories - Peace and reconstruction in Ukraine will provide an enormous boost
- ·3 päivää sittenWeaker shareholders than Nibe shareholders are hard to find. Short sellers TOTALLY OWN the price movements even though basically everything points against them... undeniably impressive. Oil at 100$/barrel, the stock market up 1% and Nibe drops... you can't make this shit up...
- ·3 päivää sittenShort selling in NIBE continues downward and is now around 5.0 %, from just over 5.2 % at the beginning of the week. At the same time, the German heat pump market has strengthened clearly, so it looks increasingly like parts of the short thesis are weakening i.e. better demand, recovered margins and rising estimates make risk/reward worse for the shorts. The next important data point will be the September statistics from Germany where 45k+ applications would confirm the strength and 50k+ could become a clear catalyst for new analyst upgrades and continued covering of short positions. So I am keeping an eye on the Germany statisticsApprox 122 THOUSAND shares it "cost" to dump the price from 45.20 to 44.95, unfortunately the manipulation continues.
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 |
|---|---|---|---|---|
| 9 | - | - | ||
| 344 | - | - | ||
| 1 000 | - | - | ||
| 100 | - | - | ||
| 793 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Asiakkaat katsoivat myös
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 4 590 959 | 4 590 959 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 4 590 959 | 4 590 959 | 0 | 0 |