2025 Q3 -tulosraportti
Vain PDF
43 päivää sitten
Tarjoustasot
Nasdaq Stockholm
Määrä
Osto
2 505
Myynti
Määrä
2 608
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 16 | - | - | ||
| 41 | - | - | ||
| 42 | - | - | ||
| 4 | - | - | ||
| 4 | - | - |
Ylin
544VWAP
Alin
531VaihtoMäärä
5 9 375
VWAP
Ylin
544Alin
531VaihtoMäärä
5 9 375
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 6.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 24.10. | |
| 2025 Q2 -tulosraportti | 23.7. | |
| 2025 Q1 -tulosraportti | 29.4. | |
| 2024 Q4 -tulosraportti | 31.1. | |
| 2024 Q3 -tulosraportti | 25.10.2024 |
Datan lähde: FactSet, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·24.10.The report is here!! - Stable and good - Revenue slightly better than my forecast - Margin a few tenths of a percent lower than my forecast - XGX Pharma is doing well, initially at least - also a good pipeline for 2026 - Now there are easier comparables for upcoming quarters (profit margin) - BR still strong, hoping for more acquisitions in 2026 - Feels very well-managed Is there anything negative.... - XGX looks like it will be excellent, but always a bit worried about Danish acquisitions - Multi-Ply seems to be struggling a bit - Uniumedic seems to be tweaking production a bit, which increases costs slightly short-term, but probably good in the long run Nah, this will be good, already looking forward to 2026·2 päivää sittenPress release with management change today. Don't think there's unrest in the ranks, but rather a natural shift. Medical aids have been doing great under Tove's leadership, hope they find a good replacement! New person in charge of Medical Technology, don't know who was before... Now risk that there won't be any acquisitions for a while... - The 3rd (and smallest) business area has just received a new acquisition, XGX - Still hope there will be some acquisition in Q1 or Q2...
·9.10. · MuokattuDavid Jern has been Medcaps CEO since 2021. What a great guy to have on the board of a company you own! Jern was CEO of Stille between 2014-2018. During that relatively short time, he carried out a very successful turnaround of the company. If you watch this clip ( https://www.youtube.com/watch?v=2Bj4uddKiks ) you understand what kind of person you are dealing with here – a super sensible "no nonsense" guy. He will make sure that the board does not become a yes-owner club! Can't see him sitting around and stroking anyone's hair. Now maybe it's not necessary, with such a good main owner as Linc – but still, it feels safe to have such a member on the board!- ·26.9. · MuokattuTrump and tariffs... Shouldn't affect MedCap as they have no operations in the US, however, public concern may have caused the stock to drop recently. Perhaps some impact if competitors will now focus more on Europe, if they don't sell in the US due to tariffs... Hard to know?
- ·24.9.A bit of a struggle in the last month. My forecast for the next 4 quarters: - OMS: SEK 2,188 million - I think they can manage an EBITDA margin of 22%, a little helped by XGX Pharma - Profit e tax: SEK 267 million (Margin: 12.2%) - Gives a PE of just under 32 Feels like a very well-run company. Hoping for 1-2 more acquisitions in Q4; preferably abroad, e.g. Germany or Benelux. Will be exciting to follow the development in the future!
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.
2025 Q3 -tulosraportti
Vain PDF
43 päivää sitten
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
- ·24.10.The report is here!! - Stable and good - Revenue slightly better than my forecast - Margin a few tenths of a percent lower than my forecast - XGX Pharma is doing well, initially at least - also a good pipeline for 2026 - Now there are easier comparables for upcoming quarters (profit margin) - BR still strong, hoping for more acquisitions in 2026 - Feels very well-managed Is there anything negative.... - XGX looks like it will be excellent, but always a bit worried about Danish acquisitions - Multi-Ply seems to be struggling a bit - Uniumedic seems to be tweaking production a bit, which increases costs slightly short-term, but probably good in the long run Nah, this will be good, already looking forward to 2026·2 päivää sittenPress release with management change today. Don't think there's unrest in the ranks, but rather a natural shift. Medical aids have been doing great under Tove's leadership, hope they find a good replacement! New person in charge of Medical Technology, don't know who was before... Now risk that there won't be any acquisitions for a while... - The 3rd (and smallest) business area has just received a new acquisition, XGX - Still hope there will be some acquisition in Q1 or Q2...
- ·9.10. · MuokattuDavid Jern has been Medcaps CEO since 2021. What a great guy to have on the board of a company you own! Jern was CEO of Stille between 2014-2018. During that relatively short time, he carried out a very successful turnaround of the company. If you watch this clip ( https://www.youtube.com/watch?v=2Bj4uddKiks ) you understand what kind of person you are dealing with here – a super sensible "no nonsense" guy. He will make sure that the board does not become a yes-owner club! Can't see him sitting around and stroking anyone's hair. Now maybe it's not necessary, with such a good main owner as Linc – but still, it feels safe to have such a member on the board!
- ·26.9. · MuokattuTrump and tariffs... Shouldn't affect MedCap as they have no operations in the US, however, public concern may have caused the stock to drop recently. Perhaps some impact if competitors will now focus more on Europe, if they don't sell in the US due to tariffs... Hard to know?
- ·24.9.A bit of a struggle in the last month. My forecast for the next 4 quarters: - OMS: SEK 2,188 million - I think they can manage an EBITDA margin of 22%, a little helped by XGX Pharma - Profit e tax: SEK 267 million (Margin: 12.2%) - Gives a PE of just under 32 Feels like a very well-run company. Hoping for 1-2 more acquisitions in Q4; preferably abroad, e.g. Germany or Benelux. Will be exciting to follow the development in the future!
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
2 505
Myynti
Määrä
2 608
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 16 | - | - | ||
| 41 | - | - | ||
| 42 | - | - | ||
| 4 | - | - | ||
| 4 | - | - |
Ylin
544VWAP
Alin
531VaihtoMäärä
5 9 375
VWAP
Ylin
544Alin
531VaihtoMäärä
5 9 375
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 6.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 24.10. | |
| 2025 Q2 -tulosraportti | 23.7. | |
| 2025 Q1 -tulosraportti | 29.4. | |
| 2024 Q4 -tulosraportti | 31.1. | |
| 2024 Q3 -tulosraportti | 25.10.2024 |
Datan lähde: FactSet, Quartr
2025 Q3 -tulosraportti
Vain PDF
43 päivää sitten
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 Q4 -tulosraportti | 6.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 24.10. | |
| 2025 Q2 -tulosraportti | 23.7. | |
| 2025 Q1 -tulosraportti | 29.4. | |
| 2024 Q4 -tulosraportti | 31.1. | |
| 2024 Q3 -tulosraportti | 25.10.2024 |
Datan lähde: FactSet, Quartr
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·24.10.The report is here!! - Stable and good - Revenue slightly better than my forecast - Margin a few tenths of a percent lower than my forecast - XGX Pharma is doing well, initially at least - also a good pipeline for 2026 - Now there are easier comparables for upcoming quarters (profit margin) - BR still strong, hoping for more acquisitions in 2026 - Feels very well-managed Is there anything negative.... - XGX looks like it will be excellent, but always a bit worried about Danish acquisitions - Multi-Ply seems to be struggling a bit - Uniumedic seems to be tweaking production a bit, which increases costs slightly short-term, but probably good in the long run Nah, this will be good, already looking forward to 2026·2 päivää sittenPress release with management change today. Don't think there's unrest in the ranks, but rather a natural shift. Medical aids have been doing great under Tove's leadership, hope they find a good replacement! New person in charge of Medical Technology, don't know who was before... Now risk that there won't be any acquisitions for a while... - The 3rd (and smallest) business area has just received a new acquisition, XGX - Still hope there will be some acquisition in Q1 or Q2...
- ·9.10. · MuokattuDavid Jern has been Medcaps CEO since 2021. What a great guy to have on the board of a company you own! Jern was CEO of Stille between 2014-2018. During that relatively short time, he carried out a very successful turnaround of the company. If you watch this clip ( https://www.youtube.com/watch?v=2Bj4uddKiks ) you understand what kind of person you are dealing with here – a super sensible "no nonsense" guy. He will make sure that the board does not become a yes-owner club! Can't see him sitting around and stroking anyone's hair. Now maybe it's not necessary, with such a good main owner as Linc – but still, it feels safe to have such a member on the board!
- ·26.9. · MuokattuTrump and tariffs... Shouldn't affect MedCap as they have no operations in the US, however, public concern may have caused the stock to drop recently. Perhaps some impact if competitors will now focus more on Europe, if they don't sell in the US due to tariffs... Hard to know?
- ·24.9.A bit of a struggle in the last month. My forecast for the next 4 quarters: - OMS: SEK 2,188 million - I think they can manage an EBITDA margin of 22%, a little helped by XGX Pharma - Profit e tax: SEK 267 million (Margin: 12.2%) - Gives a PE of just under 32 Feels like a very well-run company. Hoping for 1-2 more acquisitions in Q4; preferably abroad, e.g. Germany or Benelux. Will be exciting to follow the development in the future!
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
2 505
Myynti
Määrä
2 608
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 16 | - | - | ||
| 41 | - | - | ||
| 42 | - | - | ||
| 4 | - | - | ||
| 4 | - | - |
Ylin
544VWAP
Alin
531VaihtoMäärä
5 9 375
VWAP
Ylin
544Alin
531VaihtoMäärä
5 9 375
Välittäjätilasto
Dataa ei löytynyt