2025 Q4 -tulosraportti
59 päivää sitten
‧52 min
4,00 SEK/osake
Viimeisin osinko
0,00%Tuotto/v
Tarjoustasot
Nasdaq Stockholm
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 16.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 3.2. | ||
2025 Q3 -tulosraportti 16.10.2025 | ||
2025 Q2 -tulosraportti 8.7.2025 | ||
2025 Q1 -tulosraportti 24.4.2025 | ||
2024 Q4 -tulosraportti 4.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·1 päivä sittenKinnevik has not been so cheap since history's best Swedish film Sommaren med Göran - En midsommarnattskomedi. 2009 was a good year.·1 päivä sittenIt's always 100% down to 0, but buying Kinnevik a little under or a little over 50 can be a good start. Hitting the absolute lowest price last week is (almost) impossible.
2 päivää sitten2 päivää sittenKey events ▪ Spring Health, Perk, Mews, Pleo, Cityblock, and Oviva grew revenues by 40 percent on average in 2025 and improved EBITDA margins by 4 percentage points ▪ Perk reached annualized revenue of USD 360m, grew revenues of 48 percent, and reached a gross margin of 76 percent in 2025, up from around 40 percent in 2022 driven by increasing automation and integration of AI. This follows a USD 200m funding round announced in the beginning of 2025 ▪ Mews grew SaaS gross profit by 55 percent in 2025 and passed EUR 330m in run-rate revenues in August. The company raised EUR 264m in new growth capital in January 2026 ▪ Enveda raised USD 150m in September 2025 after strong clinical validation of its AI-powered drug discovery platform. At the end of the year, the company's leading drug candidate progressed to the next phase of clinical trials following strong results in earlier trials, and two new drug candidates advanced to the clinic
·2 päivää sittenNAV of 130 kr per share, which is approved by an external firm (KPMG), should make this a good opportunity. It's not exactly amateurs running the company (even if it's portrayed that way in the media).
·2 päivää sittenThe annual report has arrived now. Now it will be sharply up today.
·3 päivää sittenThe “real NAV discount” is currently 80 % at today's price of 49.88 SEK. This means that one gets the unlisted shares at one fifth of the valuation. One of the good things about this stock is that you don't have to worry about a dilutive rights issue, as we have seen in e.g. KDventure and First Venture. On the contrary. The cash box is overflowing. Despite Kinnevik's write-down of valuations of certain unlisted shares, the discount has only become significantly larger afterwards, not least due to the strong criticism right now. Carnegie's current price target is 105 SEK, which is 19 % below Kinnevik's net asset value. But with this reporting method, one must also remember that one simultaneously gets a 19 % discount on the massive cash holding. SEB's price target of 52 SEK is ridiculously low and largely corresponds to today's battered price. The official NAV discount calculated by ibindex.se has grown to 62 % as of today. But note that I do not calculate the discount in the same way as ibindex, as I instead use what I call the real NAV discount. I calculate the “real NAV discount” of 80 % solely in relation to the unlisted shares, by first fully offsetting the value of the listed shares as well as positive capital including receivables (and offsetting 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 have no basis to know this, and must therefore assess whether I find the management and critics credible and competent, including to what extent the management itself invests, and whether there are larger investors who sometimes supplement further. But management has at least just carried out a current revaluation of the portfolio's value. And there have also just been insider purchases. But if one is to take into account the current criticism of the valuation, Affärdsvärden has identified 4 shares that they believe are without value. These 4 shares constitute approx. 15 % of Kinnevik's value. I have instead chosen to look at a scenario with an even lower valuation by a 19 % reduction in the value of the shares in Kinnevik's portfolio. In that case, the current real NAV discount will fall from 80 % to 69 %. Even in that situation, there will still be a huge NAV discount in the stock – so it's not that bad even with the most negative outlook.
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 Q4 -tulosraportti
59 päivää sitten
‧52 min
4,00 SEK/osake
Viimeisin osinko
0,00%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
- ·1 päivä sittenKinnevik has not been so cheap since history's best Swedish film Sommaren med Göran - En midsommarnattskomedi. 2009 was a good year.·1 päivä sittenIt's always 100% down to 0, but buying Kinnevik a little under or a little over 50 can be a good start. Hitting the absolute lowest price last week is (almost) impossible.
- 2 päivää sitten2 päivää sittenKey events ▪ Spring Health, Perk, Mews, Pleo, Cityblock, and Oviva grew revenues by 40 percent on average in 2025 and improved EBITDA margins by 4 percentage points ▪ Perk reached annualized revenue of USD 360m, grew revenues of 48 percent, and reached a gross margin of 76 percent in 2025, up from around 40 percent in 2022 driven by increasing automation and integration of AI. This follows a USD 200m funding round announced in the beginning of 2025 ▪ Mews grew SaaS gross profit by 55 percent in 2025 and passed EUR 330m in run-rate revenues in August. The company raised EUR 264m in new growth capital in January 2026 ▪ Enveda raised USD 150m in September 2025 after strong clinical validation of its AI-powered drug discovery platform. At the end of the year, the company's leading drug candidate progressed to the next phase of clinical trials following strong results in earlier trials, and two new drug candidates advanced to the clinic·2 päivää sittenNAV of 130 kr per share, which is approved by an external firm (KPMG), should make this a good opportunity. It's not exactly amateurs running the company (even if it's portrayed that way in the media).
- ·2 päivää sittenThe annual report has arrived now. Now it will be sharply up today.
- ·3 päivää sittenThe “real NAV discount” is currently 80 % at today's price of 49.88 SEK. This means that one gets the unlisted shares at one fifth of the valuation. One of the good things about this stock is that you don't have to worry about a dilutive rights issue, as we have seen in e.g. KDventure and First Venture. On the contrary. The cash box is overflowing. Despite Kinnevik's write-down of valuations of certain unlisted shares, the discount has only become significantly larger afterwards, not least due to the strong criticism right now. Carnegie's current price target is 105 SEK, which is 19 % below Kinnevik's net asset value. But with this reporting method, one must also remember that one simultaneously gets a 19 % discount on the massive cash holding. SEB's price target of 52 SEK is ridiculously low and largely corresponds to today's battered price. The official NAV discount calculated by ibindex.se has grown to 62 % as of today. But note that I do not calculate the discount in the same way as ibindex, as I instead use what I call the real NAV discount. I calculate the “real NAV discount” of 80 % solely in relation to the unlisted shares, by first fully offsetting the value of the listed shares as well as positive capital including receivables (and offsetting 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 have no basis to know this, and must therefore assess whether I find the management and critics credible and competent, including to what extent the management itself invests, and whether there are larger investors who sometimes supplement further. But management has at least just carried out a current revaluation of the portfolio's value. And there have also just been insider purchases. But if one is to take into account the current criticism of the valuation, Affärdsvärden has identified 4 shares that they believe are without value. These 4 shares constitute approx. 15 % of Kinnevik's value. I have instead chosen to look at a scenario with an even lower valuation by a 19 % reduction in the value of the shares in Kinnevik's portfolio. In that case, the current real NAV discount will fall from 80 % to 69 %. Even in that situation, there will still be a huge NAV discount in the stock – so it's not that bad even with the most negative outlook.
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
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 16.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 3.2. | ||
2025 Q3 -tulosraportti 16.10.2025 | ||
2025 Q2 -tulosraportti 8.7.2025 | ||
2025 Q1 -tulosraportti 24.4.2025 | ||
2024 Q4 -tulosraportti 4.2.2025 |
2025 Q4 -tulosraportti
59 päivää sitten
‧52 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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 16.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 3.2. | ||
2025 Q3 -tulosraportti 16.10.2025 | ||
2025 Q2 -tulosraportti 8.7.2025 | ||
2025 Q1 -tulosraportti 24.4.2025 | ||
2024 Q4 -tulosraportti 4.2.2025 |
4,00 SEK/osake
Viimeisin osinko
0,00%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 päivä sittenKinnevik has not been so cheap since history's best Swedish film Sommaren med Göran - En midsommarnattskomedi. 2009 was a good year.·1 päivä sittenIt's always 100% down to 0, but buying Kinnevik a little under or a little over 50 can be a good start. Hitting the absolute lowest price last week is (almost) impossible.
- 2 päivää sitten2 päivää sittenKey events ▪ Spring Health, Perk, Mews, Pleo, Cityblock, and Oviva grew revenues by 40 percent on average in 2025 and improved EBITDA margins by 4 percentage points ▪ Perk reached annualized revenue of USD 360m, grew revenues of 48 percent, and reached a gross margin of 76 percent in 2025, up from around 40 percent in 2022 driven by increasing automation and integration of AI. This follows a USD 200m funding round announced in the beginning of 2025 ▪ Mews grew SaaS gross profit by 55 percent in 2025 and passed EUR 330m in run-rate revenues in August. The company raised EUR 264m in new growth capital in January 2026 ▪ Enveda raised USD 150m in September 2025 after strong clinical validation of its AI-powered drug discovery platform. At the end of the year, the company's leading drug candidate progressed to the next phase of clinical trials following strong results in earlier trials, and two new drug candidates advanced to the clinic·2 päivää sittenNAV of 130 kr per share, which is approved by an external firm (KPMG), should make this a good opportunity. It's not exactly amateurs running the company (even if it's portrayed that way in the media).
- ·2 päivää sittenThe annual report has arrived now. Now it will be sharply up today.
- ·3 päivää sittenThe “real NAV discount” is currently 80 % at today's price of 49.88 SEK. This means that one gets the unlisted shares at one fifth of the valuation. One of the good things about this stock is that you don't have to worry about a dilutive rights issue, as we have seen in e.g. KDventure and First Venture. On the contrary. The cash box is overflowing. Despite Kinnevik's write-down of valuations of certain unlisted shares, the discount has only become significantly larger afterwards, not least due to the strong criticism right now. Carnegie's current price target is 105 SEK, which is 19 % below Kinnevik's net asset value. But with this reporting method, one must also remember that one simultaneously gets a 19 % discount on the massive cash holding. SEB's price target of 52 SEK is ridiculously low and largely corresponds to today's battered price. The official NAV discount calculated by ibindex.se has grown to 62 % as of today. But note that I do not calculate the discount in the same way as ibindex, as I instead use what I call the real NAV discount. I calculate the “real NAV discount” of 80 % solely in relation to the unlisted shares, by first fully offsetting the value of the listed shares as well as positive capital including receivables (and offsetting 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 have no basis to know this, and must therefore assess whether I find the management and critics credible and competent, including to what extent the management itself invests, and whether there are larger investors who sometimes supplement further. But management has at least just carried out a current revaluation of the portfolio's value. And there have also just been insider purchases. But if one is to take into account the current criticism of the valuation, Affärdsvärden has identified 4 shares that they believe are without value. These 4 shares constitute approx. 15 % of Kinnevik's value. I have instead chosen to look at a scenario with an even lower valuation by a 19 % reduction in the value of the shares in Kinnevik's portfolio. In that case, the current real NAV discount will fall from 80 % to 69 %. Even in that situation, there will still be a huge NAV discount in the stock – so it's not that bad even with the most negative outlook.
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
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt