2025 Q4 -tulosraportti
47 päivää sitten
‧1 t 23 min
0,74 DKK/osake
Irtoamispäivä 9.4.
0,35%Tuotto/v
Tarjoustasot
Nasdaq Copenhagen
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 2 | - | - | ||
| 641 | - | - | ||
| 4 137 | - | - | ||
| 532 | - | - | ||
| 1 470 | - | - |
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 5.11.2025 | ||
2025 Q2 -tulosraportti 13.8.2025 | ||
2025 Q1 -tulosraportti 6.5.2025 | ||
Vuosittainen yhtiökokous 2025 8.4.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·15 t sitten · MuokattuEU subsidy scheme approved for offshore wind, which contributes financially at low electricity prices, in exchange for taking profit at high electricity prices. https://ec.europa.eu/commission/presscorner/detail/da/ip_26_655- ·16 t sittenSo, the 2025 Q1 order intake, including the quarter's unannounced orders, has been secured with today's Brazilian order…, with 8 days remaining as well as the quarter's inflow of unannounced orders.
·18 t sittenOil price pushes for green energy. In recent years, the green transition has internationally taken a back seat, even though climate change still exists. But that could change now, because it is the second time this decade that an energy shock is forcing governments worldwide to recognize that it is risky to be dependent on oil and gas.- ·3 päivää sittenOnce again pump and dump today, it's getting a bit tiresome. 😒
·3 päivää sittenI was probably not alone in believing that it would close above 160 + - ·3 päivää sittenWith the fear of oil prices, I could well believe that alternative energy forms will rise in stock price. Just an observation.
3 päivää sitten3 päivää sittenBruger udelukkende Claude.ai: Bottom line: Vestas is a structurally sound long-term holding with excellent market positioning, but 2026 is a transitional year with real execution risk in offshore ramp-up and genuine US policy uncertainty. At current prices, it’s a reasonable hold with selective accumulation on further weakness, rather than aggressive addition. A target entry zone below DKK 140–145 would offer a more attractive risk/reward ratio given the compressed near-term margin guidance. Strategic Strengths 1. Service moat is the structural anchor. Vestas’ recurring revenue model, centered on service contracts, provides a moat against commodity price swings and demand volatility, while Europe’s policy push ensures sustained wind farm development. A EUR 38.7 billion service backlog is a formidable, sticky asset. 2. Offshore technology leadership. The V236-15.0 MW offshore turbine — capable of powering 70,000 homes — positions Vestas ahead of Chinese rivals in technology terms. 3. US manufacturing hedge. Relocating production to the US (e.g., its Texas plant) has mitigated tariff risks and positioned Vestas for domestic projects. 4. European policy tailwinds. Policy support in key markets and global grid reforms are driving higher demand, expanding Vestas’ growth opportunities and top-line potential. 5. North Sea offshore expansion. A new European North Sea wind pact signed in early 2026 reinforces long-term offshore pipeline visibility, and Vestas commands a dominant share of that market.’ Key Risks 1. US policy risk — the most acute near-term threat. Analysts at Citi noted that the latest text of Trump’s “One Big Beautiful Bill” looked “incrementally negative for wind,” partly due to changes to tax credit rules and a potential new tax on wind developments with “material assistance” from foreign entities. This triggered a ~5.5% single-day drop in Vestas shares when the bill language emerged. 2. Offshore ramp-up cost drag. The offshore segment is still consuming capital and compressing margins. The aggressive rollout of new turbine models to match peer offerings has led to increased warranty provisions and higher repair costs. 3. Service segment underperformance. The Service business delivered EUR 626 million EBIT in 2025 — while meeting revised guidance, it fell short of longer-term performance targets. The service recovery plan is in its second year. 4. European policy fragmentation. Vestas CEO Henrik Andersen has issued stark warnings that the EU’s fragmented approach to industrial policy jeopardises Europe’s energy independence goals and competitive position. In some member states, permitting for a wind farm can take up to nine years. 5. APAC and NA market share erosion. Chinese competitors (Goldwind, MingYang) are expanding aggressively with lower-cost platforms, particularly in emerging markets. 6. Debt and capital intensity. Debt/equity stands at 95.86% — elevated for a capital-intensive company ramping offshore manufacturing.
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
47 päivää sitten
‧1 t 23 min
0,74 DKK/osake
Irtoamispäivä 9.4.
0,35%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
- ·15 t sitten · MuokattuEU subsidy scheme approved for offshore wind, which contributes financially at low electricity prices, in exchange for taking profit at high electricity prices. https://ec.europa.eu/commission/presscorner/detail/da/ip_26_655
- ·16 t sittenSo, the 2025 Q1 order intake, including the quarter's unannounced orders, has been secured with today's Brazilian order…, with 8 days remaining as well as the quarter's inflow of unannounced orders.
- ·18 t sittenOil price pushes for green energy. In recent years, the green transition has internationally taken a back seat, even though climate change still exists. But that could change now, because it is the second time this decade that an energy shock is forcing governments worldwide to recognize that it is risky to be dependent on oil and gas.
- ·3 päivää sittenOnce again pump and dump today, it's getting a bit tiresome. 😒·3 päivää sittenI was probably not alone in believing that it would close above 160 +
- ·3 päivää sittenWith the fear of oil prices, I could well believe that alternative energy forms will rise in stock price. Just an observation.3 päivää sitten3 päivää sittenBruger udelukkende Claude.ai: Bottom line: Vestas is a structurally sound long-term holding with excellent market positioning, but 2026 is a transitional year with real execution risk in offshore ramp-up and genuine US policy uncertainty. At current prices, it’s a reasonable hold with selective accumulation on further weakness, rather than aggressive addition. A target entry zone below DKK 140–145 would offer a more attractive risk/reward ratio given the compressed near-term margin guidance. Strategic Strengths 1. Service moat is the structural anchor. Vestas’ recurring revenue model, centered on service contracts, provides a moat against commodity price swings and demand volatility, while Europe’s policy push ensures sustained wind farm development. A EUR 38.7 billion service backlog is a formidable, sticky asset. 2. Offshore technology leadership. The V236-15.0 MW offshore turbine — capable of powering 70,000 homes — positions Vestas ahead of Chinese rivals in technology terms. 3. US manufacturing hedge. Relocating production to the US (e.g., its Texas plant) has mitigated tariff risks and positioned Vestas for domestic projects. 4. European policy tailwinds. Policy support in key markets and global grid reforms are driving higher demand, expanding Vestas’ growth opportunities and top-line potential. 5. North Sea offshore expansion. A new European North Sea wind pact signed in early 2026 reinforces long-term offshore pipeline visibility, and Vestas commands a dominant share of that market.’ Key Risks 1. US policy risk — the most acute near-term threat. Analysts at Citi noted that the latest text of Trump’s “One Big Beautiful Bill” looked “incrementally negative for wind,” partly due to changes to tax credit rules and a potential new tax on wind developments with “material assistance” from foreign entities. This triggered a ~5.5% single-day drop in Vestas shares when the bill language emerged. 2. Offshore ramp-up cost drag. The offshore segment is still consuming capital and compressing margins. The aggressive rollout of new turbine models to match peer offerings has led to increased warranty provisions and higher repair costs. 3. Service segment underperformance. The Service business delivered EUR 626 million EBIT in 2025 — while meeting revised guidance, it fell short of longer-term performance targets. The service recovery plan is in its second year. 4. European policy fragmentation. Vestas CEO Henrik Andersen has issued stark warnings that the EU’s fragmented approach to industrial policy jeopardises Europe’s energy independence goals and competitive position. In some member states, permitting for a wind farm can take up to nine years. 5. APAC and NA market share erosion. Chinese competitors (Goldwind, MingYang) are expanding aggressively with lower-cost platforms, particularly in emerging markets. 6. Debt and capital intensity. Debt/equity stands at 95.86% — elevated for a capital-intensive company ramping offshore manufacturing.
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 |
|---|---|---|---|---|
| 2 | - | - | ||
| 641 | - | - | ||
| 4 137 | - | - | ||
| 532 | - | - | ||
| 1 470 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 6.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 5.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 13.8.2025 | ||
2025 Q1 -tulosraportti 6.5.2025 | ||
Vuosittainen yhtiökokous 2025 8.4.2025 |
2025 Q4 -tulosraportti
47 päivää sitten
‧1 t 23 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 6.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 5.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 13.8.2025 | ||
2025 Q1 -tulosraportti 6.5.2025 | ||
Vuosittainen yhtiökokous 2025 8.4.2025 |
0,74 DKK/osake
Irtoamispäivä 9.4.
0,35%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·15 t sitten · MuokattuEU subsidy scheme approved for offshore wind, which contributes financially at low electricity prices, in exchange for taking profit at high electricity prices. https://ec.europa.eu/commission/presscorner/detail/da/ip_26_655
- ·16 t sittenSo, the 2025 Q1 order intake, including the quarter's unannounced orders, has been secured with today's Brazilian order…, with 8 days remaining as well as the quarter's inflow of unannounced orders.
- ·18 t sittenOil price pushes for green energy. In recent years, the green transition has internationally taken a back seat, even though climate change still exists. But that could change now, because it is the second time this decade that an energy shock is forcing governments worldwide to recognize that it is risky to be dependent on oil and gas.
- ·3 päivää sittenOnce again pump and dump today, it's getting a bit tiresome. 😒·3 päivää sittenI was probably not alone in believing that it would close above 160 +
- ·3 päivää sittenWith the fear of oil prices, I could well believe that alternative energy forms will rise in stock price. Just an observation.3 päivää sitten3 päivää sittenBruger udelukkende Claude.ai: Bottom line: Vestas is a structurally sound long-term holding with excellent market positioning, but 2026 is a transitional year with real execution risk in offshore ramp-up and genuine US policy uncertainty. At current prices, it’s a reasonable hold with selective accumulation on further weakness, rather than aggressive addition. A target entry zone below DKK 140–145 would offer a more attractive risk/reward ratio given the compressed near-term margin guidance. Strategic Strengths 1. Service moat is the structural anchor. Vestas’ recurring revenue model, centered on service contracts, provides a moat against commodity price swings and demand volatility, while Europe’s policy push ensures sustained wind farm development. A EUR 38.7 billion service backlog is a formidable, sticky asset. 2. Offshore technology leadership. The V236-15.0 MW offshore turbine — capable of powering 70,000 homes — positions Vestas ahead of Chinese rivals in technology terms. 3. US manufacturing hedge. Relocating production to the US (e.g., its Texas plant) has mitigated tariff risks and positioned Vestas for domestic projects. 4. European policy tailwinds. Policy support in key markets and global grid reforms are driving higher demand, expanding Vestas’ growth opportunities and top-line potential. 5. North Sea offshore expansion. A new European North Sea wind pact signed in early 2026 reinforces long-term offshore pipeline visibility, and Vestas commands a dominant share of that market.’ Key Risks 1. US policy risk — the most acute near-term threat. Analysts at Citi noted that the latest text of Trump’s “One Big Beautiful Bill” looked “incrementally negative for wind,” partly due to changes to tax credit rules and a potential new tax on wind developments with “material assistance” from foreign entities. This triggered a ~5.5% single-day drop in Vestas shares when the bill language emerged. 2. Offshore ramp-up cost drag. The offshore segment is still consuming capital and compressing margins. The aggressive rollout of new turbine models to match peer offerings has led to increased warranty provisions and higher repair costs. 3. Service segment underperformance. The Service business delivered EUR 626 million EBIT in 2025 — while meeting revised guidance, it fell short of longer-term performance targets. The service recovery plan is in its second year. 4. European policy fragmentation. Vestas CEO Henrik Andersen has issued stark warnings that the EU’s fragmented approach to industrial policy jeopardises Europe’s energy independence goals and competitive position. In some member states, permitting for a wind farm can take up to nine years. 5. APAC and NA market share erosion. Chinese competitors (Goldwind, MingYang) are expanding aggressively with lower-cost platforms, particularly in emerging markets. 6. Debt and capital intensity. Debt/equity stands at 95.86% — elevated for a capital-intensive company ramping offshore manufacturing.
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 |
|---|---|---|---|---|
| 2 | - | - | ||
| 641 | - | - | ||
| 4 137 | - | - | ||
| 532 | - | - | ||
| 1 470 | - | - |
Välittäjätilasto
Dataa ei löytynyt