2026 Q3 - tulosraportti
UUTTA
7 päivää sitten
‧52 min
0,74 SEK/osake
Viimeisin osinko
5,29%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
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.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 27.1.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 9.10. | ||
2026 Q2 - tulosraportti 3.7. | ||
2026 Q1 - tulosraportti 10.4. | ||
2025 Q4 - tulosraportti 30.1. | ||
2025 Q3 - tulosraportti 10.10.2025 |
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
·1.10.You really don't need to rush in here. Been eager for a long time, but it's not worth it.
You have been smart and not rushed in. At the same time, it might be wise to buy a little before the presentation – it doesn't take much positivity in Q3 for the stock to react well, since expectations seem low.- ·30.9.Atrium Ljungberg is a solid real estate company, but that does not automatically mean the stock is a good buy. The occupancy rate is 86.5 %, comparable rental income fell 0.7 % in the first half of the year, and the company must invest large amounts in a time of high construction costs and capital costs. The company also sits on a formidable land and development portfolio with a future investment potential of over 40 billion kroner, where the land rights are mainly located on already owned land in attractive transit hubs such as Sickla, Hagastaden, and Slakthusområdet. The Ericsson agreement of 58,000 sqm and 360 million in annual rental income shows the potential. But the project requires 6.2 billion in investments towards 2031–33, so the margins must withstand both construction costs and financing. At the same time, the balance sheet is relatively robust, with 3.0x interest coverage and 97 % of debt hedged. Is this a rare opportunity to buy quality real estate and development values at a heavy discount – or is the market underestimating the risk?
·15.9. · Muokattu-50% since ATH 2 years ago. Similar price as beginning of 2015? It is in situations like these that the best deals are made.- ·5.9. · MuokattuThe discount in Atrium Ljungberg has increased to approx. 53 % against book values. The most important thing since May is that the value creation drivers have become clearer. The Ericsson agreement in Hagastaden is a good example: 6.2 bn. in investment, 15-year lease agreements and annual rental income of 360–375 m. Castellum's sale to Alecta at around 12 % above book value also provides an interesting external reference for Atrium's own Hagastaden portfolio of approx 7–8 bn. Swedish housing policy has simultaneously become more lenient with a higher mortgage limit and removed extra amortization requirements. This can over time increase the value of Atrium's housing and development rights in Stockholm. The company generates solid ongoing earnings from existing properties. In Q2, net operating income was around 535 m., while the management result landed at 320 m. This corresponds to around 1.3 bn. on an annual basis. That the free cash flow after investments looks weak on paper is largely due to significant funds being reinvested in the project portfolio. The balance sheet is solid with a loan-to-value ratio of 43.8 %, 97 % interest-hedged debt and good liquidity. The insider purchases also strengthen the case with significant purchases from both Chairman Johan Ljungberg and CEO Annica Ånäs. The main risk lies in the office market and the execution of the projects. Nevertheless, the asymmetry is attractive: You pay around half the price of NAV, get around 3 % in direct yield while you wait, and sit on a large development upside. Atrium therefore appears as an even clearer long-term value case than in May. Value creation has become more concrete while the market continues to price the company very conservatively.
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.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q3 - tulosraportti
UUTTA
7 päivää sitten
‧52 min
0,74 SEK/osake
Viimeisin osinko
5,29%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
- ·1.10.You really don't need to rush in here. Been eager for a long time, but it's not worth it.You have been smart and not rushed in. At the same time, it might be wise to buy a little before the presentation – it doesn't take much positivity in Q3 for the stock to react well, since expectations seem low.
- ·30.9.Atrium Ljungberg is a solid real estate company, but that does not automatically mean the stock is a good buy. The occupancy rate is 86.5 %, comparable rental income fell 0.7 % in the first half of the year, and the company must invest large amounts in a time of high construction costs and capital costs. The company also sits on a formidable land and development portfolio with a future investment potential of over 40 billion kroner, where the land rights are mainly located on already owned land in attractive transit hubs such as Sickla, Hagastaden, and Slakthusområdet. The Ericsson agreement of 58,000 sqm and 360 million in annual rental income shows the potential. But the project requires 6.2 billion in investments towards 2031–33, so the margins must withstand both construction costs and financing. At the same time, the balance sheet is relatively robust, with 3.0x interest coverage and 97 % of debt hedged. Is this a rare opportunity to buy quality real estate and development values at a heavy discount – or is the market underestimating the risk?
- ·15.9. · Muokattu-50% since ATH 2 years ago. Similar price as beginning of 2015? It is in situations like these that the best deals are made.
- ·5.9. · MuokattuThe discount in Atrium Ljungberg has increased to approx. 53 % against book values. The most important thing since May is that the value creation drivers have become clearer. The Ericsson agreement in Hagastaden is a good example: 6.2 bn. in investment, 15-year lease agreements and annual rental income of 360–375 m. Castellum's sale to Alecta at around 12 % above book value also provides an interesting external reference for Atrium's own Hagastaden portfolio of approx 7–8 bn. Swedish housing policy has simultaneously become more lenient with a higher mortgage limit and removed extra amortization requirements. This can over time increase the value of Atrium's housing and development rights in Stockholm. The company generates solid ongoing earnings from existing properties. In Q2, net operating income was around 535 m., while the management result landed at 320 m. This corresponds to around 1.3 bn. on an annual basis. That the free cash flow after investments looks weak on paper is largely due to significant funds being reinvested in the project portfolio. The balance sheet is solid with a loan-to-value ratio of 43.8 %, 97 % interest-hedged debt and good liquidity. The insider purchases also strengthen the case with significant purchases from both Chairman Johan Ljungberg and CEO Annica Ånäs. The main risk lies in the office market and the execution of the projects. Nevertheless, the asymmetry is attractive: You pay around half the price of NAV, get around 3 % in direct yield while you wait, and sit on a large development upside. Atrium therefore appears as an even clearer long-term value case than in May. Value creation has become more concrete while the market continues to price the company very conservatively.
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
Määrä
Osto
-
Myynti
Määrä
-
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.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 27.1.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 9.10. | ||
2026 Q2 - tulosraportti 3.7. | ||
2026 Q1 - tulosraportti 10.4. | ||
2025 Q4 - tulosraportti 30.1. | ||
2025 Q3 - tulosraportti 10.10.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q3 - tulosraportti
UUTTA
7 päivää sitten
‧52 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 Q4 - tulosraportti 27.1.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 9.10. | ||
2026 Q2 - tulosraportti 3.7. | ||
2026 Q1 - tulosraportti 10.4. | ||
2025 Q4 - tulosraportti 30.1. | ||
2025 Q3 - tulosraportti 10.10.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
0,74 SEK/osake
Viimeisin osinko
5,29%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·1.10.You really don't need to rush in here. Been eager for a long time, but it's not worth it.You have been smart and not rushed in. At the same time, it might be wise to buy a little before the presentation – it doesn't take much positivity in Q3 for the stock to react well, since expectations seem low.
- ·30.9.Atrium Ljungberg is a solid real estate company, but that does not automatically mean the stock is a good buy. The occupancy rate is 86.5 %, comparable rental income fell 0.7 % in the first half of the year, and the company must invest large amounts in a time of high construction costs and capital costs. The company also sits on a formidable land and development portfolio with a future investment potential of over 40 billion kroner, where the land rights are mainly located on already owned land in attractive transit hubs such as Sickla, Hagastaden, and Slakthusområdet. The Ericsson agreement of 58,000 sqm and 360 million in annual rental income shows the potential. But the project requires 6.2 billion in investments towards 2031–33, so the margins must withstand both construction costs and financing. At the same time, the balance sheet is relatively robust, with 3.0x interest coverage and 97 % of debt hedged. Is this a rare opportunity to buy quality real estate and development values at a heavy discount – or is the market underestimating the risk?
- ·15.9. · Muokattu-50% since ATH 2 years ago. Similar price as beginning of 2015? It is in situations like these that the best deals are made.
- ·5.9. · MuokattuThe discount in Atrium Ljungberg has increased to approx. 53 % against book values. The most important thing since May is that the value creation drivers have become clearer. The Ericsson agreement in Hagastaden is a good example: 6.2 bn. in investment, 15-year lease agreements and annual rental income of 360–375 m. Castellum's sale to Alecta at around 12 % above book value also provides an interesting external reference for Atrium's own Hagastaden portfolio of approx 7–8 bn. Swedish housing policy has simultaneously become more lenient with a higher mortgage limit and removed extra amortization requirements. This can over time increase the value of Atrium's housing and development rights in Stockholm. The company generates solid ongoing earnings from existing properties. In Q2, net operating income was around 535 m., while the management result landed at 320 m. This corresponds to around 1.3 bn. on an annual basis. That the free cash flow after investments looks weak on paper is largely due to significant funds being reinvested in the project portfolio. The balance sheet is solid with a loan-to-value ratio of 43.8 %, 97 % interest-hedged debt and good liquidity. The insider purchases also strengthen the case with significant purchases from both Chairman Johan Ljungberg and CEO Annica Ånäs. The main risk lies in the office market and the execution of the projects. Nevertheless, the asymmetry is attractive: You pay around half the price of NAV, get around 3 % in direct yield while you wait, and sit on a large development upside. Atrium therefore appears as an even clearer long-term value case than in May. Value creation has become more concrete while the market continues to price the company very conservatively.
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
Määrä
Osto
-
Myynti
Määrä
-
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.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt