2025 Q4 -tulosraportti
67 päivää sitten
‧57 min
5,78 DKK/osake
Viimeisin osinko
5,18%Tuotto/v
Tarjoustasot
Nasdaq Copenhagen
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 21 | - | - | ||
| 6 | - | - | ||
| 71 | - | - | ||
| 209 | - | - | ||
| 111 | - | - |
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 213 986 | 213 986 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 213 986 | 213 986 | 0 | 0 |
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 30.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 5.2. | ||
2025 Q3 -tulosraportti 31.10.2025 | ||
2025 Q2 -tulosraportti 18.7.2025 | ||
2025 Q1 -tulosraportti 2.5.2025 | ||
2024 Q4 -tulosraportti 7.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·1 päivä sittenWhile we wait… While Q1 in the Danish banking market in isolation has been quite undramatic, the same period on the geopolitical scene has been the exact opposite. Therefore, most of us have probably also experienced larger ripples in our portfolios than what has been pleasant. And uncertainty will probably be a loyal companion for a while yet. The cherished hope is that reason prevails – if not sooner, then at least in connection with the midterm elections in the USA. It is precisely in these tumultuous periods that the advantage of being a long-term investor shows itself. And I see nothing that – yet – impacts the banks' earnings. Interest rate expectations have shifted a bit – but only in an upward direction as a result of rising inflation. It is only if we start to see entire industries having supply problems, which further down the road can result in losses for the banks, that I will begin to reconsider my clear overweight in banks. We are – in my layman's assessment – far from that yet. But it will be interesting to see if some of the banks in the Q1 quarterly report feel tempted to further increase the discretionary loss buffer. Or if they merely reallocate the existing buffer for the 117th time – this time to “uncertainty regarding the situation in Iran”. Believe me, I am an advocate for a degree of prudence in business management, but in some places, we are starting to approach a level where directors find it hard not to describe the basis for the estimate without smiling. In my world, there will always be risks associated with ordinary operations – and loss provisions on actual loans should reflect that. In my work as an auditor, across all sorts of industries, I have had discussions with various CFOs and CEOs about loss provisions on debtors, which for banks would correspond to loan losses. It is always entertaining to have these discussions when both parties know well that it is one of the items in the financial statements best suited to adjust the annual result with. I do not suspect Danish banks of earnings management – I just hope that the estimated provision has soon reached a level where there is no need to do more. I boldly begin this post by saying that the quarter has been undramatic. This is naturally not how it has been experienced by the employees in the Danish banks who have been affected by the layoffs that were announced and implemented in the quarter. Nevertheless, it is precisely this moment that, for me as an investor, is most crucial in the remainder of 2026: Will we already in the 2026 quarterly reports be able to see the efficiency gains via AI materialize in costs? I am not so naive as to expect to see anything noticeable already in the first half-year – but at the slightest indication that further down the road there could be a 5-10-15% efficiency gain to be had, then we are in a scenario where banks, in my view, need to be repriced – significantly so. So when the first banks later this month publish the results for Q1, the first figure I will look at is operating costs compared to previous periods. The large banks will naturally be the first to move on this agenda – and my expectation/hope is that we, without a magnifying glass, can trace a little already in the Q3 quarterly report. My strength as an investor, however, is patience, so if we have to wait a couple more quarters, it will be fine. Then I will just have to settle for the 10% return on my investment in the meantime… Happy earnings season out there! I would actually have stopped the post here, but from time to time I receive inquiries from you, friends, or colleagues about my current favorite investment, so I can perhaps preempt some of these inquiries by being transparent about my Top 5: 1. Jyske Bank 2. SJF Bank (could something interesting be brewing?) 3. Kreditbanken (how long can it go under the radar?) 4. Dansk Bank 5. AL Sydbank
·4 t sittenLast financial report was not impressive and I don't think this end of April one will be either .but it rose sharply last time, so who knows... I'm not long-term on anything currently...everything can drop suddenly...
·2 päivää sittenCrazy that it has already grown beyond the generous dividend. If only I had thought smarter than to be all in on Novo and have an unmanageable GAK of approximately 400. Or listened to the chatbot about Seagate around 200 USD. Well, it's easy to be wise after the event. Now I'll probably just end up as a grumpy, irritable, bitter, lonely, and old man.
·2 päivää sitten · MuokattuWe can hope that Novo Nordisk fares like Danske Bank, which also went down and stayed there for a couple of years. The rhetoric against Danske Bank and Novo Nordisk was/is harsh, but the storm is subsiding, and suddenly there's even a tailwind. I don't believe Novo Nordisk is about to give up; they are getting a growth pause in revenue/earnings, but not in volume, and they have great experience in keeping pace with development. Danske Bank was in really bad standing during the financial crisis and most recently the money laundering case. Novo Nordisk was a super growth story that stalled, but I believe the share price/expectations are now attractive.- ·8.4.The ceasefire will not hold, Trump wants out but Israel wants Iran neutralized..so they will be at it again tomorrow...at the latest.·8.4.Yes, I'm wondering around 14-16...but not at all sure I'll go in again....
- ·7.4.Is it now we should close the gap at 280…or should we go up one more time?
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
67 päivää sitten
‧57 min
5,78 DKK/osake
Viimeisin osinko
5,18%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 sittenWhile we wait… While Q1 in the Danish banking market in isolation has been quite undramatic, the same period on the geopolitical scene has been the exact opposite. Therefore, most of us have probably also experienced larger ripples in our portfolios than what has been pleasant. And uncertainty will probably be a loyal companion for a while yet. The cherished hope is that reason prevails – if not sooner, then at least in connection with the midterm elections in the USA. It is precisely in these tumultuous periods that the advantage of being a long-term investor shows itself. And I see nothing that – yet – impacts the banks' earnings. Interest rate expectations have shifted a bit – but only in an upward direction as a result of rising inflation. It is only if we start to see entire industries having supply problems, which further down the road can result in losses for the banks, that I will begin to reconsider my clear overweight in banks. We are – in my layman's assessment – far from that yet. But it will be interesting to see if some of the banks in the Q1 quarterly report feel tempted to further increase the discretionary loss buffer. Or if they merely reallocate the existing buffer for the 117th time – this time to “uncertainty regarding the situation in Iran”. Believe me, I am an advocate for a degree of prudence in business management, but in some places, we are starting to approach a level where directors find it hard not to describe the basis for the estimate without smiling. In my world, there will always be risks associated with ordinary operations – and loss provisions on actual loans should reflect that. In my work as an auditor, across all sorts of industries, I have had discussions with various CFOs and CEOs about loss provisions on debtors, which for banks would correspond to loan losses. It is always entertaining to have these discussions when both parties know well that it is one of the items in the financial statements best suited to adjust the annual result with. I do not suspect Danish banks of earnings management – I just hope that the estimated provision has soon reached a level where there is no need to do more. I boldly begin this post by saying that the quarter has been undramatic. This is naturally not how it has been experienced by the employees in the Danish banks who have been affected by the layoffs that were announced and implemented in the quarter. Nevertheless, it is precisely this moment that, for me as an investor, is most crucial in the remainder of 2026: Will we already in the 2026 quarterly reports be able to see the efficiency gains via AI materialize in costs? I am not so naive as to expect to see anything noticeable already in the first half-year – but at the slightest indication that further down the road there could be a 5-10-15% efficiency gain to be had, then we are in a scenario where banks, in my view, need to be repriced – significantly so. So when the first banks later this month publish the results for Q1, the first figure I will look at is operating costs compared to previous periods. The large banks will naturally be the first to move on this agenda – and my expectation/hope is that we, without a magnifying glass, can trace a little already in the Q3 quarterly report. My strength as an investor, however, is patience, so if we have to wait a couple more quarters, it will be fine. Then I will just have to settle for the 10% return on my investment in the meantime… Happy earnings season out there! I would actually have stopped the post here, but from time to time I receive inquiries from you, friends, or colleagues about my current favorite investment, so I can perhaps preempt some of these inquiries by being transparent about my Top 5: 1. Jyske Bank 2. SJF Bank (could something interesting be brewing?) 3. Kreditbanken (how long can it go under the radar?) 4. Dansk Bank 5. AL Sydbank·4 t sittenLast financial report was not impressive and I don't think this end of April one will be either .but it rose sharply last time, so who knows... I'm not long-term on anything currently...everything can drop suddenly...
- ·2 päivää sittenCrazy that it has already grown beyond the generous dividend. If only I had thought smarter than to be all in on Novo and have an unmanageable GAK of approximately 400. Or listened to the chatbot about Seagate around 200 USD. Well, it's easy to be wise after the event. Now I'll probably just end up as a grumpy, irritable, bitter, lonely, and old man.·2 päivää sitten · MuokattuWe can hope that Novo Nordisk fares like Danske Bank, which also went down and stayed there for a couple of years. The rhetoric against Danske Bank and Novo Nordisk was/is harsh, but the storm is subsiding, and suddenly there's even a tailwind. I don't believe Novo Nordisk is about to give up; they are getting a growth pause in revenue/earnings, but not in volume, and they have great experience in keeping pace with development. Danske Bank was in really bad standing during the financial crisis and most recently the money laundering case. Novo Nordisk was a super growth story that stalled, but I believe the share price/expectations are now attractive.
- ·8.4.The ceasefire will not hold, Trump wants out but Israel wants Iran neutralized..so they will be at it again tomorrow...at the latest.·8.4.Yes, I'm wondering around 14-16...but not at all sure I'll go in again....
- ·7.4.Is it now we should close the gap at 280…or should we go up one more time?
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 Copenhagen
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 21 | - | - | ||
| 6 | - | - | ||
| 71 | - | - | ||
| 209 | - | - | ||
| 111 | - | - |
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 213 986 | 213 986 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 213 986 | 213 986 | 0 | 0 |
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 30.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 5.2. | ||
2025 Q3 -tulosraportti 31.10.2025 | ||
2025 Q2 -tulosraportti 18.7.2025 | ||
2025 Q1 -tulosraportti 2.5.2025 | ||
2024 Q4 -tulosraportti 7.2.2025 |
2025 Q4 -tulosraportti
67 päivää sitten
‧57 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 30.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 5.2. | ||
2025 Q3 -tulosraportti 31.10.2025 | ||
2025 Q2 -tulosraportti 18.7.2025 | ||
2025 Q1 -tulosraportti 2.5.2025 | ||
2024 Q4 -tulosraportti 7.2.2025 |
5,78 DKK/osake
Viimeisin osinko
5,18%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 päivä sittenWhile we wait… While Q1 in the Danish banking market in isolation has been quite undramatic, the same period on the geopolitical scene has been the exact opposite. Therefore, most of us have probably also experienced larger ripples in our portfolios than what has been pleasant. And uncertainty will probably be a loyal companion for a while yet. The cherished hope is that reason prevails – if not sooner, then at least in connection with the midterm elections in the USA. It is precisely in these tumultuous periods that the advantage of being a long-term investor shows itself. And I see nothing that – yet – impacts the banks' earnings. Interest rate expectations have shifted a bit – but only in an upward direction as a result of rising inflation. It is only if we start to see entire industries having supply problems, which further down the road can result in losses for the banks, that I will begin to reconsider my clear overweight in banks. We are – in my layman's assessment – far from that yet. But it will be interesting to see if some of the banks in the Q1 quarterly report feel tempted to further increase the discretionary loss buffer. Or if they merely reallocate the existing buffer for the 117th time – this time to “uncertainty regarding the situation in Iran”. Believe me, I am an advocate for a degree of prudence in business management, but in some places, we are starting to approach a level where directors find it hard not to describe the basis for the estimate without smiling. In my world, there will always be risks associated with ordinary operations – and loss provisions on actual loans should reflect that. In my work as an auditor, across all sorts of industries, I have had discussions with various CFOs and CEOs about loss provisions on debtors, which for banks would correspond to loan losses. It is always entertaining to have these discussions when both parties know well that it is one of the items in the financial statements best suited to adjust the annual result with. I do not suspect Danish banks of earnings management – I just hope that the estimated provision has soon reached a level where there is no need to do more. I boldly begin this post by saying that the quarter has been undramatic. This is naturally not how it has been experienced by the employees in the Danish banks who have been affected by the layoffs that were announced and implemented in the quarter. Nevertheless, it is precisely this moment that, for me as an investor, is most crucial in the remainder of 2026: Will we already in the 2026 quarterly reports be able to see the efficiency gains via AI materialize in costs? I am not so naive as to expect to see anything noticeable already in the first half-year – but at the slightest indication that further down the road there could be a 5-10-15% efficiency gain to be had, then we are in a scenario where banks, in my view, need to be repriced – significantly so. So when the first banks later this month publish the results for Q1, the first figure I will look at is operating costs compared to previous periods. The large banks will naturally be the first to move on this agenda – and my expectation/hope is that we, without a magnifying glass, can trace a little already in the Q3 quarterly report. My strength as an investor, however, is patience, so if we have to wait a couple more quarters, it will be fine. Then I will just have to settle for the 10% return on my investment in the meantime… Happy earnings season out there! I would actually have stopped the post here, but from time to time I receive inquiries from you, friends, or colleagues about my current favorite investment, so I can perhaps preempt some of these inquiries by being transparent about my Top 5: 1. Jyske Bank 2. SJF Bank (could something interesting be brewing?) 3. Kreditbanken (how long can it go under the radar?) 4. Dansk Bank 5. AL Sydbank·4 t sittenLast financial report was not impressive and I don't think this end of April one will be either .but it rose sharply last time, so who knows... I'm not long-term on anything currently...everything can drop suddenly...
- ·2 päivää sittenCrazy that it has already grown beyond the generous dividend. If only I had thought smarter than to be all in on Novo and have an unmanageable GAK of approximately 400. Or listened to the chatbot about Seagate around 200 USD. Well, it's easy to be wise after the event. Now I'll probably just end up as a grumpy, irritable, bitter, lonely, and old man.·2 päivää sitten · MuokattuWe can hope that Novo Nordisk fares like Danske Bank, which also went down and stayed there for a couple of years. The rhetoric against Danske Bank and Novo Nordisk was/is harsh, but the storm is subsiding, and suddenly there's even a tailwind. I don't believe Novo Nordisk is about to give up; they are getting a growth pause in revenue/earnings, but not in volume, and they have great experience in keeping pace with development. Danske Bank was in really bad standing during the financial crisis and most recently the money laundering case. Novo Nordisk was a super growth story that stalled, but I believe the share price/expectations are now attractive.
- ·8.4.The ceasefire will not hold, Trump wants out but Israel wants Iran neutralized..so they will be at it again tomorrow...at the latest.·8.4.Yes, I'm wondering around 14-16...but not at all sure I'll go in again....
- ·7.4.Is it now we should close the gap at 280…or should we go up one more time?
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 Copenhagen
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 21 | - | - | ||
| 6 | - | - | ||
| 71 | - | - | ||
| 209 | - | - | ||
| 111 | - | - |
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 213 986 | 213 986 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 213 986 | 213 986 | 0 | 0 |