2026 Q2 -tulosraportti
66 päivää sitten
‧58 min
5,00 DKK/osake
Viimeisin osinko
5,63%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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 18.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 12.5. | ||
2026 Q1 -tulosraportti 6.2. | ||
Vuosittainen yhtiökokous 2025 4.12.2025 | ||
2025 Q4 -tulosraportti 4.11.2025 | ||
2025 Q3 -tulosraportti 19.8.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·8 t sittenWhy has Coloplast's Kerecis acquisition faced challenges? That's what investors are keeping an eye on... Coloplast acquired Kerecis in 2023 to strengthen its position in advanced wound care with the expectation that the company could become a long-term growth engine. What changed? Medicare (USA) changed the rules for reimbursement of skin substitutes used in American outpatient wound clinics. Changes in coverage and payment made healthcare providers more cautious about using advanced skin substitutes. The reimbursement changes affected the entire market for skin substitutes – not just Kerecis. Consequence for Coloplast Kerecis experienced a significant sales decline in the American outpatient market. Coloplast lowered its growth expectations for Kerecis and recognized a goodwill impairment of 3.0 mia. kr. Management has highlighted that the underlying technology remains strong, and that sales to hospitals (inpatient) continue to show healthy growth. What should investors keep an eye on to see if the acquisition creates growth again? Whether Kerecis again begins to deliver accelerating revenue growth in the upcoming quarterly results. Continued growth in the hospital market, so that dependence on outpatient wound clinics is reduced. International growth that reduces dependence on the American reimbursement system. New clinical results and increased physician acceptance that can support broader use of Kerecis products. Improved profitability and signs that Kerecis can become a significant contributor to Coloplast's earnings. Conclusion: The challenge primarily concerns reimbursement and market access and not the underlying technology based on fish skin. The success of the acquisition depends on whether Coloplast can adapt the commercial model, expand into new sales channels, and rebuild sustainable growth... or also - that the new restrictions in the USA (perhaps) will be eased, which would increase demand for the product again... that would give the Coloplast share tailwind going forward.
Their technology of using fish skin in wound care is very exciting. The timing of the acquisition has probably just been unfortunate with the change in reimbursement rules through Medicare. See also: https://www.coloplast.com/wound-tissue-repair/?srsltid=AfmBOor2B382L25KTUP7nN7sVYYPUWWcmyYUOr7RtjD0dDqIrWehBm8j Furthermore, I think that the Danish medico stocks are attractively priced at present despite price pressure, reduced reimbursement, and geopolitical unrest.- ·2 päivää sitten · MuokattuWhat are the reasons for EPS falling in 2025? Is it after their acquisition of Kerecis? The pricing of the stock looks very attractive right now. It's a price I wouldn't have dared to dream of a year ago. An expected PE = 16 (2026) for Coloplast, which is known for being a strong and solid company with a large moat in chronic care. I wonder if the acquisition strategy is still the right way? It will be interesting to see what the new CEO does.
Regarding acquisitions, there are good acquisition opportunities within Scandinavia in wound care/plasters/ostomy or diagnostic instruments such as biopsy etc. - I think it would be good to maintain the acquisition strategy and become good at integrating small and medium-sized acquisitions. 
3 päivää sittenWhat’s the potential for Coloplast the next 2-3 years? I already have a position in Coloplast which has declined 33%. I am considering to invest further, and I don’t really see the risk at the moment, but unsure if I am overlooking something! So asking the forum for feedback and what I don’t see 🙏 1) Fine development in revenues (a bit boring, but stable growth) and fine EBIT. 2) The P/E is on the high side, but forward looking P/Es for 27, 28 are looking good. 3) 40% more Nordnet users have bought the stock in the last year, but institutional buyers have exited. There’s no shorting of the stock. 4) The have 5-6% in dividends yearly, so just with that it’s a pretty nice deal. So overall, with a stock that’s down 50% over the last 1-2 years, and back to stock levels from 10 years ago, isn’t it the time to buy?? Give me your feedback?
I myself have a small holding at price 395. I am very long-term on it. I believe it can easily return to its former strength.
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.
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.
2026 Q2 -tulosraportti
66 päivää sitten
‧58 min
5,00 DKK/osake
Viimeisin osinko
5,63%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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·8 t sittenWhy has Coloplast's Kerecis acquisition faced challenges? That's what investors are keeping an eye on... Coloplast acquired Kerecis in 2023 to strengthen its position in advanced wound care with the expectation that the company could become a long-term growth engine. What changed? Medicare (USA) changed the rules for reimbursement of skin substitutes used in American outpatient wound clinics. Changes in coverage and payment made healthcare providers more cautious about using advanced skin substitutes. The reimbursement changes affected the entire market for skin substitutes – not just Kerecis. Consequence for Coloplast Kerecis experienced a significant sales decline in the American outpatient market. Coloplast lowered its growth expectations for Kerecis and recognized a goodwill impairment of 3.0 mia. kr. Management has highlighted that the underlying technology remains strong, and that sales to hospitals (inpatient) continue to show healthy growth. What should investors keep an eye on to see if the acquisition creates growth again? Whether Kerecis again begins to deliver accelerating revenue growth in the upcoming quarterly results. Continued growth in the hospital market, so that dependence on outpatient wound clinics is reduced. International growth that reduces dependence on the American reimbursement system. New clinical results and increased physician acceptance that can support broader use of Kerecis products. Improved profitability and signs that Kerecis can become a significant contributor to Coloplast's earnings. Conclusion: The challenge primarily concerns reimbursement and market access and not the underlying technology based on fish skin. The success of the acquisition depends on whether Coloplast can adapt the commercial model, expand into new sales channels, and rebuild sustainable growth... or also - that the new restrictions in the USA (perhaps) will be eased, which would increase demand for the product again... that would give the Coloplast share tailwind going forward.Their technology of using fish skin in wound care is very exciting. The timing of the acquisition has probably just been unfortunate with the change in reimbursement rules through Medicare. See also: https://www.coloplast.com/wound-tissue-repair/?srsltid=AfmBOor2B382L25KTUP7nN7sVYYPUWWcmyYUOr7RtjD0dDqIrWehBm8j Furthermore, I think that the Danish medico stocks are attractively priced at present despite price pressure, reduced reimbursement, and geopolitical unrest.
- ·2 päivää sitten · MuokattuWhat are the reasons for EPS falling in 2025? Is it after their acquisition of Kerecis? The pricing of the stock looks very attractive right now. It's a price I wouldn't have dared to dream of a year ago. An expected PE = 16 (2026) for Coloplast, which is known for being a strong and solid company with a large moat in chronic care. I wonder if the acquisition strategy is still the right way? It will be interesting to see what the new CEO does.Regarding acquisitions, there are good acquisition opportunities within Scandinavia in wound care/plasters/ostomy or diagnostic instruments such as biopsy etc. - I think it would be good to maintain the acquisition strategy and become good at integrating small and medium-sized acquisitions.
- 3 päivää sittenWhat’s the potential for Coloplast the next 2-3 years? I already have a position in Coloplast which has declined 33%. I am considering to invest further, and I don’t really see the risk at the moment, but unsure if I am overlooking something! So asking the forum for feedback and what I don’t see 🙏 1) Fine development in revenues (a bit boring, but stable growth) and fine EBIT. 2) The P/E is on the high side, but forward looking P/Es for 27, 28 are looking good. 3) 40% more Nordnet users have bought the stock in the last year, but institutional buyers have exited. There’s no shorting of the stock. 4) The have 5-6% in dividends yearly, so just with that it’s a pretty nice deal. So overall, with a stock that’s down 50% over the last 1-2 years, and back to stock levels from 10 years ago, isn’t it the time to buy?? Give me your feedback?I myself have a small holding at price 395. I am very long-term on it. I believe it can easily return to its former strength.
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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 18.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 12.5. | ||
2026 Q1 -tulosraportti 6.2. | ||
Vuosittainen yhtiökokous 2025 4.12.2025 | ||
2025 Q4 -tulosraportti 4.11.2025 | ||
2025 Q3 -tulosraportti 19.8.2025 |
2026 Q2 -tulosraportti
66 päivää sitten
‧58 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 Q3 -tulosraportti 18.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 12.5. | ||
2026 Q1 -tulosraportti 6.2. | ||
Vuosittainen yhtiökokous 2025 4.12.2025 | ||
2025 Q4 -tulosraportti 4.11.2025 | ||
2025 Q3 -tulosraportti 19.8.2025 |
5,00 DKK/osake
Viimeisin osinko
5,63%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·8 t sittenWhy has Coloplast's Kerecis acquisition faced challenges? That's what investors are keeping an eye on... Coloplast acquired Kerecis in 2023 to strengthen its position in advanced wound care with the expectation that the company could become a long-term growth engine. What changed? Medicare (USA) changed the rules for reimbursement of skin substitutes used in American outpatient wound clinics. Changes in coverage and payment made healthcare providers more cautious about using advanced skin substitutes. The reimbursement changes affected the entire market for skin substitutes – not just Kerecis. Consequence for Coloplast Kerecis experienced a significant sales decline in the American outpatient market. Coloplast lowered its growth expectations for Kerecis and recognized a goodwill impairment of 3.0 mia. kr. Management has highlighted that the underlying technology remains strong, and that sales to hospitals (inpatient) continue to show healthy growth. What should investors keep an eye on to see if the acquisition creates growth again? Whether Kerecis again begins to deliver accelerating revenue growth in the upcoming quarterly results. Continued growth in the hospital market, so that dependence on outpatient wound clinics is reduced. International growth that reduces dependence on the American reimbursement system. New clinical results and increased physician acceptance that can support broader use of Kerecis products. Improved profitability and signs that Kerecis can become a significant contributor to Coloplast's earnings. Conclusion: The challenge primarily concerns reimbursement and market access and not the underlying technology based on fish skin. The success of the acquisition depends on whether Coloplast can adapt the commercial model, expand into new sales channels, and rebuild sustainable growth... or also - that the new restrictions in the USA (perhaps) will be eased, which would increase demand for the product again... that would give the Coloplast share tailwind going forward.Their technology of using fish skin in wound care is very exciting. The timing of the acquisition has probably just been unfortunate with the change in reimbursement rules through Medicare. See also: https://www.coloplast.com/wound-tissue-repair/?srsltid=AfmBOor2B382L25KTUP7nN7sVYYPUWWcmyYUOr7RtjD0dDqIrWehBm8j Furthermore, I think that the Danish medico stocks are attractively priced at present despite price pressure, reduced reimbursement, and geopolitical unrest.
- ·2 päivää sitten · MuokattuWhat are the reasons for EPS falling in 2025? Is it after their acquisition of Kerecis? The pricing of the stock looks very attractive right now. It's a price I wouldn't have dared to dream of a year ago. An expected PE = 16 (2026) for Coloplast, which is known for being a strong and solid company with a large moat in chronic care. I wonder if the acquisition strategy is still the right way? It will be interesting to see what the new CEO does.Regarding acquisitions, there are good acquisition opportunities within Scandinavia in wound care/plasters/ostomy or diagnostic instruments such as biopsy etc. - I think it would be good to maintain the acquisition strategy and become good at integrating small and medium-sized acquisitions.
- 3 päivää sittenWhat’s the potential for Coloplast the next 2-3 years? I already have a position in Coloplast which has declined 33%. I am considering to invest further, and I don’t really see the risk at the moment, but unsure if I am overlooking something! So asking the forum for feedback and what I don’t see 🙏 1) Fine development in revenues (a bit boring, but stable growth) and fine EBIT. 2) The P/E is on the high side, but forward looking P/Es for 27, 28 are looking good. 3) 40% more Nordnet users have bought the stock in the last year, but institutional buyers have exited. There’s no shorting of the stock. 4) The have 5-6% in dividends yearly, so just with that it’s a pretty nice deal. So overall, with a stock that’s down 50% over the last 1-2 years, and back to stock levels from 10 years ago, isn’t it the time to buy?? Give me your feedback?I myself have a small holding at price 395. I am very long-term on it. I believe it can easily return to its former strength.
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