2026 Q2 -tulosraportti
38 päivää sitten
‧47 min
4,00 SEK/osake
Viimeisin osinko
0,00%Tuotto/v
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 15.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 7.7. | ||
2026 Q1 -tulosraportti 16.4. | ||
2025 Q4 -tulosraportti 3.2. | ||
2025 Q3 -tulosraportti 16.10.2025 | ||
2025 Q2 -tulosraportti 8.7.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·1 päivä sittenSomewhat difficult to understand why they are not repurchasing shares. I also understand that they want to conserve cash for additional investments in existing companies, but it's a rather substantial pile of money that isn't working at the moment.
I think no matter what the new CEO comes up with, it can't get worse than now. The dream is probably that they create some substance in the company so that the company can be valued close to its NAV. After some write-ups and write-downs, a reasonable price/NAV would probably be around 75 kr in a few years.
·10.8.25% cash of 7,4 billion almost 50% of the market value. i.e. market valuation of approx. 8 billion for the shares that they themselves believe are worth 22 billion. one can certainly call that a lack of confidence..........
Interesting. The share constitutes approx. 12 % of the underlying shares in Kinnevik.- ·10.8.Can it really be true that there is a discount of 47% to NAV. Someone is calculating incorrectly or there's a huge lack of trust.My latest analysis at price 52.6: The "real NAV discount" is today at 68 % at today's price of 52.6 SEK. This means that one gets the unlisted shares for less than 1/3 of the current value. One of the good things about this stock is that one does not need to worry about a diluted rights issue, as we have seen in e.g. KDventure and First Venture. On the contrary. The coffers are full. The official NAV discount calculated by ibindex.se is 48 % today. But note that I do not calculate the discount in the same way as ibindex, as I instead use what I refer to as the "real NAV discount". I calculate the "real NAV discount" exclusively in relation to the unlisted shares, as I first fully offset the value of the listed shares as well as positive capital including receivables (and offset any debt.) After that, it is of course necessary to look at what unlisted shares are in the company's portfolio, and one must consider whether the value is correctly determined. I do not have the prerequisites to know this, and must therefore assess whether I find the new management trustworthy and competent, including to what extent the management itself invests, and whether there are larger investors who sometimes top up further. But the management has at least carried out a radical revaluation (write-down) of the portfolio's value. And there have also recently been insider purchases.
·7.8.What do we think? Is this a good buy considering the discount, and does anyone have a real figure for the intrinsic value?
I think so anyway. As I said, I see that good things have been done during 2026 and believe and hope that we can return to the 80kr level within a reasonable future. The net asset value for unlisted holdings is always difficult to assess, therefore a slightly higher discount is also reasonable.
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.
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 Q2 -tulosraportti
38 päivää sitten
‧47 min
4,00 SEK/osake
Viimeisin osinko
0,00%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
Kirjaudu
- ·1 päivä sittenSomewhat difficult to understand why they are not repurchasing shares. I also understand that they want to conserve cash for additional investments in existing companies, but it's a rather substantial pile of money that isn't working at the moment.I think no matter what the new CEO comes up with, it can't get worse than now. The dream is probably that they create some substance in the company so that the company can be valued close to its NAV. After some write-ups and write-downs, a reasonable price/NAV would probably be around 75 kr in a few years.
- ·10.8.25% cash of 7,4 billion almost 50% of the market value. i.e. market valuation of approx. 8 billion for the shares that they themselves believe are worth 22 billion. one can certainly call that a lack of confidence..........Interesting. The share constitutes approx. 12 % of the underlying shares in Kinnevik.
- ·10.8.Can it really be true that there is a discount of 47% to NAV. Someone is calculating incorrectly or there's a huge lack of trust.My latest analysis at price 52.6: The "real NAV discount" is today at 68 % at today's price of 52.6 SEK. This means that one gets the unlisted shares for less than 1/3 of the current value. One of the good things about this stock is that one does not need to worry about a diluted rights issue, as we have seen in e.g. KDventure and First Venture. On the contrary. The coffers are full. The official NAV discount calculated by ibindex.se is 48 % today. But note that I do not calculate the discount in the same way as ibindex, as I instead use what I refer to as the "real NAV discount". I calculate the "real NAV discount" exclusively in relation to the unlisted shares, as I first fully offset the value of the listed shares as well as positive capital including receivables (and offset any debt.) After that, it is of course necessary to look at what unlisted shares are in the company's portfolio, and one must consider whether the value is correctly determined. I do not have the prerequisites to know this, and must therefore assess whether I find the new management trustworthy and competent, including to what extent the management itself invests, and whether there are larger investors who sometimes top up further. But the management has at least carried out a radical revaluation (write-down) of the portfolio's value. And there have also recently been insider purchases.
- ·7.8.What do we think? Is this a good buy considering the discount, and does anyone have a real figure for the intrinsic value?I think so anyway. As I said, I see that good things have been done during 2026 and believe and hope that we can return to the 80kr level within a reasonable future. The net asset value for unlisted holdings is always difficult to assess, therefore a slightly higher discount is also reasonable.
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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 15.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 7.7. | ||
2026 Q1 -tulosraportti 16.4. | ||
2025 Q4 -tulosraportti 3.2. | ||
2025 Q3 -tulosraportti 16.10.2025 | ||
2025 Q2 -tulosraportti 8.7.2025 |
2026 Q2 -tulosraportti
38 päivää sitten
‧47 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 15.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 7.7. | ||
2026 Q1 -tulosraportti 16.4. | ||
2025 Q4 -tulosraportti 3.2. | ||
2025 Q3 -tulosraportti 16.10.2025 | ||
2025 Q2 -tulosraportti 8.7.2025 |
4,00 SEK/osake
Viimeisin osinko
0,00%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·1 päivä sittenSomewhat difficult to understand why they are not repurchasing shares. I also understand that they want to conserve cash for additional investments in existing companies, but it's a rather substantial pile of money that isn't working at the moment.I think no matter what the new CEO comes up with, it can't get worse than now. The dream is probably that they create some substance in the company so that the company can be valued close to its NAV. After some write-ups and write-downs, a reasonable price/NAV would probably be around 75 kr in a few years.
- ·10.8.25% cash of 7,4 billion almost 50% of the market value. i.e. market valuation of approx. 8 billion for the shares that they themselves believe are worth 22 billion. one can certainly call that a lack of confidence..........Interesting. The share constitutes approx. 12 % of the underlying shares in Kinnevik.
- ·10.8.Can it really be true that there is a discount of 47% to NAV. Someone is calculating incorrectly or there's a huge lack of trust.My latest analysis at price 52.6: The "real NAV discount" is today at 68 % at today's price of 52.6 SEK. This means that one gets the unlisted shares for less than 1/3 of the current value. One of the good things about this stock is that one does not need to worry about a diluted rights issue, as we have seen in e.g. KDventure and First Venture. On the contrary. The coffers are full. The official NAV discount calculated by ibindex.se is 48 % today. But note that I do not calculate the discount in the same way as ibindex, as I instead use what I refer to as the "real NAV discount". I calculate the "real NAV discount" exclusively in relation to the unlisted shares, as I first fully offset the value of the listed shares as well as positive capital including receivables (and offset any debt.) After that, it is of course necessary to look at what unlisted shares are in the company's portfolio, and one must consider whether the value is correctly determined. I do not have the prerequisites to know this, and must therefore assess whether I find the new management trustworthy and competent, including to what extent the management itself invests, and whether there are larger investors who sometimes top up further. But the management has at least carried out a radical revaluation (write-down) of the portfolio's value. And there have also recently been insider purchases.
- ·7.8.What do we think? Is this a good buy considering the discount, and does anyone have a real figure for the intrinsic value?I think so anyway. As I said, I see that good things have been done during 2026 and believe and hope that we can return to the 80kr level within a reasonable future. The net asset value for unlisted holdings is always difficult to assess, therefore a slightly higher discount is also reasonable.
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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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
Dataa ei löytynyt