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: FactSet, Quartr

Seuraava tapahtuma
2026 Q1 -tulosraportti 6.5.

Menneet tapahtumat
2025 Q4 -tulosraportti 5.2.
2025 Q3 -tulosraportti 29.10.2025
2025 Q2 -tulosraportti 19.8.2025
2025 Q1 -tulosraportti 7.5.2025
2024 Q4 -tulosraportti 26.2.2025

Asiakkaat katsoivat myös

Shareville

Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.

Kirjaudu

AndersFJ
3 päivää sitten
·
AndersFJ
3 päivää sitten
·
While 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
ZappaPlaysZappa
1 päivä sitten
·
ZappaPlaysZappa
1 päivä sitten
·
Great post, thanks for that. Yes, agreed. The development in AI and cost also has my great attention. Furthermore, it also surprises me a bit that SJF has not established a new buyback. For that reason, I have both Lolland and Møn in the bank portfolio. Maybe they are up to something. A portfolio which, by the way, is very similar to yours. I have 6 Danish bank shares. By size, it looks like this. Jyske Bank SJF Sydbank Danske bank Lollands Bank Møns Bank
AndersFJ
1 päivä sitten
·
AndersFJ
1 päivä sitten
·
Sensible portfolio you have :-). I also have some smaller amounts in Lollands Bank and Møns Bank (just in case)
MrFalk
8.4.
·
MrFalk
8.4.
·
I'm a bit shocked that jyske isn't rising more. I have a European bank etf that's up 6% today.
Luhanga
8.4.
·
Luhanga
8.4.
·
That sounds a bit like a spoiled comment. Enjoy the case. It's the long trend that is exciting here. And still attractive on multiples. It's probably the best stock on Danish ground in the coming months.
NyPs3
23.3.
NyPs3
23.3.
Tämä julkaisu on poistettu.
Kendo invest
23.3.
·
Kendo invest
23.3.
·
Where do you have those claims from?
Jknord
19.3.
·
Jknord
19.3.
·
It's up to 900 within 14 days
MrFalk
1.4.
·
MrFalk
1.4.
·
ok, not complaining. Jyske is my largest position :)
Jknord
18.3.
·
Jknord
18.3.
·
So it's ex-date and tomorrow there is a 25 kr dividend per share.
Fynbo68
18.3.
·
Fynbo68
18.3.
·
And one must buy at the latest the day before the ex-date, to get dividend?
Allure
18.3.
·
Allure
18.3.
·
Yes, that is correct. To be eligible for the dividend, you must own the shares before the ex-date.

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

Kaikki 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.

Tuotteita joiden kohde-etuutena tämä arvopaperi

2025 Q4 -tulosraportti

69 päivää sitten

25,00 DKK/osake

Viimeisin osinko

2,72%Tuotto/v

Uutiset

Kaikki uutiset

Shareville

Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.

Kirjaudu

AndersFJ
3 päivää sitten
·
AndersFJ
3 päivää sitten
·
While 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
ZappaPlaysZappa
1 päivä sitten
·
ZappaPlaysZappa
1 päivä sitten
·
Great post, thanks for that. Yes, agreed. The development in AI and cost also has my great attention. Furthermore, it also surprises me a bit that SJF has not established a new buyback. For that reason, I have both Lolland and Møn in the bank portfolio. Maybe they are up to something. A portfolio which, by the way, is very similar to yours. I have 6 Danish bank shares. By size, it looks like this. Jyske Bank SJF Sydbank Danske bank Lollands Bank Møns Bank
AndersFJ
1 päivä sitten
·
AndersFJ
1 päivä sitten
·
Sensible portfolio you have :-). I also have some smaller amounts in Lollands Bank and Møns Bank (just in case)
MrFalk
8.4.
·
MrFalk
8.4.
·
I'm a bit shocked that jyske isn't rising more. I have a European bank etf that's up 6% today.
Luhanga
8.4.
·
Luhanga
8.4.
·
That sounds a bit like a spoiled comment. Enjoy the case. It's the long trend that is exciting here. And still attractive on multiples. It's probably the best stock on Danish ground in the coming months.
NyPs3
23.3.
NyPs3
23.3.
Tämä julkaisu on poistettu.
Kendo invest
23.3.
·
Kendo invest
23.3.
·
Where do you have those claims from?
Jknord
19.3.
·
Jknord
19.3.
·
It's up to 900 within 14 days
MrFalk
1.4.
·
MrFalk
1.4.
·
ok, not complaining. Jyske is my largest position :)
Jknord
18.3.
·
Jknord
18.3.
·
So it's ex-date and tomorrow there is a 25 kr dividend per share.
Fynbo68
18.3.
·
Fynbo68
18.3.
·
And one must buy at the latest the day before the ex-date, to get dividend?
Allure
18.3.
·
Allure
18.3.
·
Yes, that is correct. To be eligible for the dividend, you must own the shares before the ex-date.