2025 Q3 -tulosraportti
91 päivää sitten32 min
7,25 SEK/osake
Viimeisin osinko
1,84%Tuotto/v
Tarjoustasot
Nasdaq Stockholm
Määrä
Osto
86
Myynti
Määrä
94
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 5 | - | - | ||
| 6 | - | - | ||
| 23 | - | - | ||
| 88 | - | - | ||
| 23 | - | - |
Ylin
397,4VWAP
Alin
393,2VaihtoMäärä
2,9 7 387
VWAP
Ylin
397,4Alin
393,2VaihtoMäärä
2,9 7 387
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 7 476 | 7 476 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 7 476 | 7 476 | 0 | 0 |
Yhtiötapahtumat
Datan lähde: Quartr, FactSet| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 18.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 28.10.2025 | |
| 2025 Q2 -tulosraportti | 17.7.2025 | |
| 2025 Q1 -tulosraportti | 28.4.2025 | |
| 2024 Q4 -tulosraportti | 19.2.2025 | |
| 2024 Q3 -tulosraportti | 23.10.2024 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·16.1.VBG Group: 3 Green Flags and 2 Red Risks Read my full review and see my target prices for Bull, Base and Bear here: 👉 https://sparainvestera.substack.com/p/deep-dive-vbg VBG Group has flown under the radar for many. With a stable cash flow machine behind them (couplings), they are now investing heavily in electrification and safety. But is the valuation at P/E ~22 justified? I have done a "deep dive" into the Q3 report and the latest acquisitions. 🟢 Green flag: Extreme "pricing power" in the niches (50%+ market share). 🔴 Red flag: Short-term margin pressure in the USA.
·16.1.Interesting to read your analysis of VBG even though we have different expectations for its growth and valuation. I believe the currency headwind, which has increased significantly in Q4 vs Q3, will have a greater negative impact, and that organic growth does not yet reach historical levels, thus resulting in lower EPS 2026 and 2027 than you expect. Therefore, my valuation will also be lower. Good that we see VBG differently. It will be exciting to see the Q4 on 18/2.- ·15.1.My thoughts on Q4 2025: The currency headwind from USD -16 % and EUR -5 % negatively impacts revenue, which is why I assume -3,4 % organic growth including currency. However, acquisitions add 108 MSEK. EBIT margin increases marginally due to the acquisitions' higher margin. 2026: The currency headwind also impacts during H1, which is why I assume +3,9 % organic growth including currency. However, acquisitions add 162 MSEK. The EBIT margin increases from 12,5 to 13,4 % due to increased sales + profitable acquisitions. EPS 2026E: 21,80 SEK = MMV 337 SEK EPS 2027E: 24,00 SEK = MMV 369 SEK Therefore, I see no MOS currently, which is why VBG remains on the watchlist. The upcoming Q4 may provide new conditions and require a new forecast.
- ·5.8.2025 · MuokattuThe 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?
- ·2.7.2025Then 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.
- ·12.6.2025 · MuokattuLook 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
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 Q3 -tulosraportti
91 päivää sitten32 min
7,25 SEK/osake
Viimeisin osinko
1,84%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
- ·16.1.VBG Group: 3 Green Flags and 2 Red Risks Read my full review and see my target prices for Bull, Base and Bear here: 👉 https://sparainvestera.substack.com/p/deep-dive-vbg VBG Group has flown under the radar for many. With a stable cash flow machine behind them (couplings), they are now investing heavily in electrification and safety. But is the valuation at P/E ~22 justified? I have done a "deep dive" into the Q3 report and the latest acquisitions. 🟢 Green flag: Extreme "pricing power" in the niches (50%+ market share). 🔴 Red flag: Short-term margin pressure in the USA.·16.1.Interesting to read your analysis of VBG even though we have different expectations for its growth and valuation. I believe the currency headwind, which has increased significantly in Q4 vs Q3, will have a greater negative impact, and that organic growth does not yet reach historical levels, thus resulting in lower EPS 2026 and 2027 than you expect. Therefore, my valuation will also be lower. Good that we see VBG differently. It will be exciting to see the Q4 on 18/2.
- ·15.1.My thoughts on Q4 2025: The currency headwind from USD -16 % and EUR -5 % negatively impacts revenue, which is why I assume -3,4 % organic growth including currency. However, acquisitions add 108 MSEK. EBIT margin increases marginally due to the acquisitions' higher margin. 2026: The currency headwind also impacts during H1, which is why I assume +3,9 % organic growth including currency. However, acquisitions add 162 MSEK. The EBIT margin increases from 12,5 to 13,4 % due to increased sales + profitable acquisitions. EPS 2026E: 21,80 SEK = MMV 337 SEK EPS 2027E: 24,00 SEK = MMV 369 SEK Therefore, I see no MOS currently, which is why VBG remains on the watchlist. The upcoming Q4 may provide new conditions and require a new forecast.
- ·5.8.2025 · MuokattuThe 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?
- ·2.7.2025Then 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.
- ·12.6.2025 · MuokattuLook 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
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
86
Myynti
Määrä
94
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 5 | - | - | ||
| 6 | - | - | ||
| 23 | - | - | ||
| 88 | - | - | ||
| 23 | - | - |
Ylin
397,4VWAP
Alin
393,2VaihtoMäärä
2,9 7 387
VWAP
Ylin
397,4Alin
393,2VaihtoMäärä
2,9 7 387
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 7 476 | 7 476 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 7 476 | 7 476 | 0 | 0 |
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr, FactSet| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 18.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 28.10.2025 | |
| 2025 Q2 -tulosraportti | 17.7.2025 | |
| 2025 Q1 -tulosraportti | 28.4.2025 | |
| 2024 Q4 -tulosraportti | 19.2.2025 | |
| 2024 Q3 -tulosraportti | 23.10.2024 |
2025 Q3 -tulosraportti
91 päivää sitten32 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: Quartr, FactSet| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 18.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 28.10.2025 | |
| 2025 Q2 -tulosraportti | 17.7.2025 | |
| 2025 Q1 -tulosraportti | 28.4.2025 | |
| 2024 Q4 -tulosraportti | 19.2.2025 | |
| 2024 Q3 -tulosraportti | 23.10.2024 |
7,25 SEK/osake
Viimeisin osinko
1,84%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·16.1.VBG Group: 3 Green Flags and 2 Red Risks Read my full review and see my target prices for Bull, Base and Bear here: 👉 https://sparainvestera.substack.com/p/deep-dive-vbg VBG Group has flown under the radar for many. With a stable cash flow machine behind them (couplings), they are now investing heavily in electrification and safety. But is the valuation at P/E ~22 justified? I have done a "deep dive" into the Q3 report and the latest acquisitions. 🟢 Green flag: Extreme "pricing power" in the niches (50%+ market share). 🔴 Red flag: Short-term margin pressure in the USA.·16.1.Interesting to read your analysis of VBG even though we have different expectations for its growth and valuation. I believe the currency headwind, which has increased significantly in Q4 vs Q3, will have a greater negative impact, and that organic growth does not yet reach historical levels, thus resulting in lower EPS 2026 and 2027 than you expect. Therefore, my valuation will also be lower. Good that we see VBG differently. It will be exciting to see the Q4 on 18/2.
- ·15.1.My thoughts on Q4 2025: The currency headwind from USD -16 % and EUR -5 % negatively impacts revenue, which is why I assume -3,4 % organic growth including currency. However, acquisitions add 108 MSEK. EBIT margin increases marginally due to the acquisitions' higher margin. 2026: The currency headwind also impacts during H1, which is why I assume +3,9 % organic growth including currency. However, acquisitions add 162 MSEK. The EBIT margin increases from 12,5 to 13,4 % due to increased sales + profitable acquisitions. EPS 2026E: 21,80 SEK = MMV 337 SEK EPS 2027E: 24,00 SEK = MMV 369 SEK Therefore, I see no MOS currently, which is why VBG remains on the watchlist. The upcoming Q4 may provide new conditions and require a new forecast.
- ·5.8.2025 · MuokattuThe 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?
- ·2.7.2025Then 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.
- ·12.6.2025 · MuokattuLook 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
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
86
Myynti
Määrä
94
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 5 | - | - | ||
| 6 | - | - | ||
| 23 | - | - | ||
| 88 | - | - | ||
| 23 | - | - |
Ylin
397,4VWAP
Alin
393,2VaihtoMäärä
2,9 7 387
VWAP
Ylin
397,4Alin
393,2VaihtoMäärä
2,9 7 387
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 7 476 | 7 476 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 7 476 | 7 476 | 0 | 0 |