Q2-osavuosiraportti
63 päivää sitten‧20 min
7,25 SEK/osake
Viimeisin osinko
2,22 %
Tuotto/v
Tarjoustasot
Nasdaq Stockholm
Määrä
Osto
7 104
Myynti
Määrä
7 172
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 | - | - | ||
| 8 | - | - | ||
| 17 | - | - | ||
| 36 | - | - | ||
| 43 | - | - |
Ylin
330,6VWAP
Alin
317,8VaihtoMäärä
15,4 47 134
VWAP
Ylin
330,6Alin
317,8VaihtoMäärä
15,4 47 134
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Nordea Bank Abp | 10 000 | 10 000 | 0 | 10 000 |
| Anonyymi | 37 134 | 37 134 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Nordea Bank Abp | 10 000 | 10 000 | 0 | 10 000 |
| Anonyymi | 37 134 | 37 134 | 0 | 0 |
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q3-osavuosiraportti | 28.10. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 17.7. | |
| 2024 Yhtiökokous | 13.5. | |
| 2025 Q1-osavuosiraportti | 28.4. | |
| 2024 Q4-osavuosiraportti | 19.2. | |
| 2024 Q3-osavuosiraportti | 23.10.2024 |
Datan lähde: Millistream, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
5.8. · Muokattu·The CEO's statement in Q2 2025 regarding the strong order book, acquisitions and that sales at the end of the quarter were on par with Q2 2024, should generate growth in Q3 and beyond. as I interpret it. I want to see that: • T&T: Continues to grow organically due to continued high demand for coupling products and that sales of trailer components turn around. • MTS: Sales have bottomed out and the school bus market is strengthened. • RF: Sales and EBITA margin are strengthened. Expecting EPS NTM per Q2 2026E = 20.70 SEK => MMV 290 SEK. EPS 2026E 21.40 SEK => MMV 300 SEK. Don't understand how Nordea can value the company at 405 SEK NTM. Can anyone share their analysis?- 2.7.·Then came another acquisition in 2025, the third, which increases sales by a total of about SEK 395 million NTM. If the EBIT margin is about 13.5% on yesterday's German acquisition, the VPA NTM increases by about SEK 0.60 in my forecast, which increases my justified value per Q2 2026 by about SEK 9. Yesterday's price change of SEK 1.40 provides a good buying opportunity, I think.
- 12.6. · Muokattu·Look there - Analysguiden published today, 12/6, its analysis of VBG & which is in line with /slightly higher than my forecast. Strengthens me, my forecast and my thesis that last week's purchase was well-timed. https://www.aktiespararna.se/analyser/vbg-group-tullkaos-orsakar-osakerhet
8.6.·VBG has had a number of tough quarters due to weak development in North America, and the share price has roughly halved in the past year. Is enough priced in to take a couple of tough quarters as an owner? VBG is a quality company with a long and strong financial history, with both organic and acquired profitable growth. The positive thing is that the cyclically sensitive Truck & Trailer Equipment segment seems to have stabilized. More worrying is the development in Mobile Thermal Solutions, where the market remains difficult in North America. The third division, Ringfeder, had a weak Q1 but is expected to recover in the second half of the year. 2025 looks to be a year of declining profits, but after the decline it still looks quite attractive if you look up a little. Wrote a little more about how I view the company here: https://espressoinvest.blogspot.com/2025/06/vbg-vbg-group.html2.7.·Brilliant! Then I'm calculating cautiously. It will be interesting to see if our assumptions are met in the Q3 report and beyond.
15.5.·VBG has a good chance of being revalued. The stock has fallen nearly 50% since the peak, and many owners have exited as the near future is uncertain. However, the company is stable (good track record over many years), is lowly valued (PE around 11), has good management, a large cash flow and low loans. They have a good chance of coping with some uncertain times and also finding some good companies to buy. When (and of course if) we see an increase in turnover, we will see a completely different valuation, and I include VBG as one of my main cases. It is clearly possible with an operating profit of around 900 million - 1 billion and a PE closer to 15 in 1-2 years.
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 ja analyysit
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.
Q2-osavuosiraportti
63 päivää sitten‧20 min
7,25 SEK/osake
Viimeisin osinko
2,22 %
Tuotto/v
Uutiset ja analyysit
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
- 5.8. · Muokattu·The CEO's statement in Q2 2025 regarding the strong order book, acquisitions and that sales at the end of the quarter were on par with Q2 2024, should generate growth in Q3 and beyond. as I interpret it. I want to see that: • T&T: Continues to grow organically due to continued high demand for coupling products and that sales of trailer components turn around. • MTS: Sales have bottomed out and the school bus market is strengthened. • RF: Sales and EBITA margin are strengthened. Expecting EPS NTM per Q2 2026E = 20.70 SEK => MMV 290 SEK. EPS 2026E 21.40 SEK => MMV 300 SEK. Don't understand how Nordea can value the company at 405 SEK NTM. Can anyone share their analysis?
- 2.7.·Then came another acquisition in 2025, the third, which increases sales by a total of about SEK 395 million NTM. If the EBIT margin is about 13.5% on yesterday's German acquisition, the VPA NTM increases by about SEK 0.60 in my forecast, which increases my justified value per Q2 2026 by about SEK 9. Yesterday's price change of SEK 1.40 provides a good buying opportunity, I think.
- 12.6. · Muokattu·Look there - Analysguiden published today, 12/6, its analysis of VBG & which is in line with /slightly higher than my forecast. Strengthens me, my forecast and my thesis that last week's purchase was well-timed. https://www.aktiespararna.se/analyser/vbg-group-tullkaos-orsakar-osakerhet
- 8.6.·VBG has had a number of tough quarters due to weak development in North America, and the share price has roughly halved in the past year. Is enough priced in to take a couple of tough quarters as an owner? VBG is a quality company with a long and strong financial history, with both organic and acquired profitable growth. The positive thing is that the cyclically sensitive Truck & Trailer Equipment segment seems to have stabilized. More worrying is the development in Mobile Thermal Solutions, where the market remains difficult in North America. The third division, Ringfeder, had a weak Q1 but is expected to recover in the second half of the year. 2025 looks to be a year of declining profits, but after the decline it still looks quite attractive if you look up a little. Wrote a little more about how I view the company here: https://espressoinvest.blogspot.com/2025/06/vbg-vbg-group.html2.7.·Brilliant! Then I'm calculating cautiously. It will be interesting to see if our assumptions are met in the Q3 report and beyond.
- 15.5.·VBG has a good chance of being revalued. The stock has fallen nearly 50% since the peak, and many owners have exited as the near future is uncertain. However, the company is stable (good track record over many years), is lowly valued (PE around 11), has good management, a large cash flow and low loans. They have a good chance of coping with some uncertain times and also finding some good companies to buy. When (and of course if) we see an increase in turnover, we will see a completely different valuation, and I include VBG as one of my main cases. It is clearly possible with an operating profit of around 900 million - 1 billion and a PE closer to 15 in 1-2 years.
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
7 104
Myynti
Määrä
7 172
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 | - | - | ||
| 8 | - | - | ||
| 17 | - | - | ||
| 36 | - | - | ||
| 43 | - | - |
Ylin
330,6VWAP
Alin
317,8VaihtoMäärä
15,4 47 134
VWAP
Ylin
330,6Alin
317,8VaihtoMäärä
15,4 47 134
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Nordea Bank Abp | 10 000 | 10 000 | 0 | 10 000 |
| Anonyymi | 37 134 | 37 134 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Nordea Bank Abp | 10 000 | 10 000 | 0 | 10 000 |
| Anonyymi | 37 134 | 37 134 | 0 | 0 |
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q3-osavuosiraportti | 28.10. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 17.7. | |
| 2024 Yhtiökokous | 13.5. | |
| 2025 Q1-osavuosiraportti | 28.4. | |
| 2024 Q4-osavuosiraportti | 19.2. | |
| 2024 Q3-osavuosiraportti | 23.10.2024 |
Datan lähde: Millistream, Quartr
Q2-osavuosiraportti
63 päivää sitten‧20 min
Uutiset ja analyysit
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
| Seuraava tapahtuma | |
|---|---|
| 2025 Q3-osavuosiraportti | 28.10. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 17.7. | |
| 2024 Yhtiökokous | 13.5. | |
| 2025 Q1-osavuosiraportti | 28.4. | |
| 2024 Q4-osavuosiraportti | 19.2. | |
| 2024 Q3-osavuosiraportti | 23.10.2024 |
Datan lähde: Millistream, Quartr
7,25 SEK/osake
Viimeisin osinko
2,22 %
Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 5.8. · Muokattu·The CEO's statement in Q2 2025 regarding the strong order book, acquisitions and that sales at the end of the quarter were on par with Q2 2024, should generate growth in Q3 and beyond. as I interpret it. I want to see that: • T&T: Continues to grow organically due to continued high demand for coupling products and that sales of trailer components turn around. • MTS: Sales have bottomed out and the school bus market is strengthened. • RF: Sales and EBITA margin are strengthened. Expecting EPS NTM per Q2 2026E = 20.70 SEK => MMV 290 SEK. EPS 2026E 21.40 SEK => MMV 300 SEK. Don't understand how Nordea can value the company at 405 SEK NTM. Can anyone share their analysis?
- 2.7.·Then came another acquisition in 2025, the third, which increases sales by a total of about SEK 395 million NTM. If the EBIT margin is about 13.5% on yesterday's German acquisition, the VPA NTM increases by about SEK 0.60 in my forecast, which increases my justified value per Q2 2026 by about SEK 9. Yesterday's price change of SEK 1.40 provides a good buying opportunity, I think.
- 12.6. · Muokattu·Look there - Analysguiden published today, 12/6, its analysis of VBG & which is in line with /slightly higher than my forecast. Strengthens me, my forecast and my thesis that last week's purchase was well-timed. https://www.aktiespararna.se/analyser/vbg-group-tullkaos-orsakar-osakerhet
- 8.6.·VBG has had a number of tough quarters due to weak development in North America, and the share price has roughly halved in the past year. Is enough priced in to take a couple of tough quarters as an owner? VBG is a quality company with a long and strong financial history, with both organic and acquired profitable growth. The positive thing is that the cyclically sensitive Truck & Trailer Equipment segment seems to have stabilized. More worrying is the development in Mobile Thermal Solutions, where the market remains difficult in North America. The third division, Ringfeder, had a weak Q1 but is expected to recover in the second half of the year. 2025 looks to be a year of declining profits, but after the decline it still looks quite attractive if you look up a little. Wrote a little more about how I view the company here: https://espressoinvest.blogspot.com/2025/06/vbg-vbg-group.html2.7.·Brilliant! Then I'm calculating cautiously. It will be interesting to see if our assumptions are met in the Q3 report and beyond.
- 15.5.·VBG has a good chance of being revalued. The stock has fallen nearly 50% since the peak, and many owners have exited as the near future is uncertain. However, the company is stable (good track record over many years), is lowly valued (PE around 11), has good management, a large cash flow and low loans. They have a good chance of coping with some uncertain times and also finding some good companies to buy. When (and of course if) we see an increase in turnover, we will see a completely different valuation, and I include VBG as one of my main cases. It is clearly possible with an operating profit of around 900 million - 1 billion and a PE closer to 15 in 1-2 years.
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
7 104
Myynti
Määrä
7 172
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 | - | - | ||
| 8 | - | - | ||
| 17 | - | - | ||
| 36 | - | - | ||
| 43 | - | - |
Ylin
330,6VWAP
Alin
317,8VaihtoMäärä
15,4 47 134
VWAP
Ylin
330,6Alin
317,8VaihtoMäärä
15,4 47 134
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Nordea Bank Abp | 10 000 | 10 000 | 0 | 10 000 |
| Anonyymi | 37 134 | 37 134 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Nordea Bank Abp | 10 000 | 10 000 | 0 | 10 000 |
| Anonyymi | 37 134 | 37 134 | 0 | 0 |