Q2-osavuosiraportti
70 päivää sitten‧22 min
0,3553 DKK/osake
Viimeisin osinko
5,11 %
Tuotto/v
Tarjoustasot
Nasdaq Copenhagen
Määrä
Osto
192 397
Myynti
Määrä
45 575
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 4 127 | - | - | ||
| 1 124 | - | - | ||
| 6 857 | - | - | ||
| 162 | - | - | ||
| 4 601 | - | - |
Ylin
7,15VWAP
Alin
6,95VaihtoMäärä
14,7 2 088 391
VWAP
Ylin
7,15Alin
6,95VaihtoMäärä
14,7 2 088 391
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 2 088 391 | 2 088 391 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 2 088 391 | 2 088 391 | 0 | 0 |
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q3-osavuosiraportti | 25.11. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 28.8. | |
| 2025 Q2-osavuosiraportti | 26.8. | |
| 2025 Q1-osavuosiraportti | 20.5. | |
| 2024 Yhtiökokous | 13.3. | |
| 2024 Q4-osavuosiraportti | 6.2. |
Datan lähde: Millistream, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·2 päivää sittenShould one buy in? Or wait until the merger is complete
·3 päivää sittenSince the merger between Sydbank, Arbejdernes Landsbank and Vestjysk Bank last Monday, there has been a pronounced sentiment of FOMO. Among shareholders, there has been a clear attempt to get positioned in the next candidate for takeover. Lån & Spar Bank has risen over 17.5% in one week, Danske Andelskassers Bank, 10.1% and Fynske Bank 9.1%. All these increases have been without company-specific news. But my take is that the feeling of FOMO is even more widespread on some of the executive floors in the banks than it is among us shareholders. The fact is that the number of obvious acquisition targets is rapidly diminishing. If the focus is solely on listed banks, then Monday's merger really hurt. Although Sydbank announces that it is hardly the last merger AL Sydbank will participate in, the bank is removed from the 'suspects' in the short term. Vestjysk Bank is completely gone. In the simplified division of Danish banks into large, medium-sized and smaller banks, there is an inherent logic: The smaller banks are too small to be interesting for the large banks. Unless the shares in the 'selling' bank are being sold off cheaply, why enter into an acquisition process where the volume might only expand the business scope by 10%? If the logic is accepted, it leaves an extreme focus on the medium-sized banks, as they are the only ones that can be both prey and hunter in the consolidation wave, which everyone – large and small – agrees is in full swing. Who then remains in this group of medium-sized banks? With Sydbank and Vestjysk Bank out of the game, among the listed banks with equity over DKK 5 billion, there are only the following: Nordea (approx. DKK 240 billion), Danske Bank (DKK 177 billion), Jyske Bank (DKK 47 billion) and Ringkjøbing Landbobank (DKK 11.3 billion). Both Jyske Bank and Ringkjøbing Landbobank would probably decline to be titled as medium-sized banks. But the fact is that compared to Nordea and Danske Bank, they are quite small. Both latter banks have indicated interest in participating in the consolidation – but Danske Bank, in particular, has mentioned that the most obvious focus is probably on our neighboring countries to the north. With the acquisition of Nordjyske Bank in 2018, Ringkjøbing Landbobank has shown that it can manage a merger and continue to be an extremely efficiently run bank. This fact, together with the bank's size, makes Landbobanken the most obvious 'buyer' of one of the 'large smaller banks'. In this group, among others, the following banks are found (which are even on the same data center): SJF Bank (DKK 4.6 billion), Skjern Bank (DKK 1.9 billion), Djurslands Bank (DKK 1.8 billion) and Kreditbanken (DKK 1.2 billion). Further down in the size hierarchy, I cannot help but notice that SJF Bank already has ownership stakes in both Lollands Bank and Møns Bank… And SJF Bank has recently shown its interest in acquiring Nordfyns Bank. Furthermore, Sydbank, Jyske Bank and Nykredit all have ownership stakes in SJF Bank. In my view, this makes SJF the most likely participant in a merger, when both the role of 'hunter' and 'prey' are taken into consideration. In the circle of large smaller banks, Lån & Spar Bank (DKK 3.4 billion) and Danske Andelskassers Bank (DKK 2.9 billion) are also found. The latter is a saga in itself with the siege from Spar Nord and Jyske Bank's continued acquisitions. The financial reporting of recent quarters has generally confirmed a trend where large banks no longer have growth in costs, whereas smaller banks clearly have a much harder time keeping costs stable. It is precisely this effect that makes everyone agree that the consolidation wave will continue – even if no one is of the opinion that they themselves will be an acquired bank… But we should also not be blind to the possibility of horizontal mergers, where equal or nearly equal banks can join forces in the hope of finding synergy effects. Fynske Bank's unsuccessful attempt to acquire Nordfyns Bank was presented as a roughly equal merger. It did not succeed for various reasons – but Nordfyns Bank's management's justification for giving up independence was precisely that they were afraid of 'being left on the platform'. And here we are back with the feeling of FOMO. The best defense against takeover is to run the business efficiently – but small banks have no real possibilities to relatively compete with the large ones on IT (AI?) and compliance. And this development is only expected to accelerate. Therefore, the negotiating power of small banks will not improve down the road. I have great sympathy for the desire for continued independence, but there is a risk, like another Korsbæk Bank, of forgetting to face the new competitive situation. Nordfyns Bank's management made the mistake of believing that, due to the inherent voting right restrictions, they could control the course of events. Whether one likes it or not, capitalism's modus operandi is to stay on one's toes – especially when the number of other potential prey on the savannah is significantly reduced.
·2 päivää sittenThanks for sharing your reflections, Anders. Do you then see it as an argument for personally investing in SJF, or do you exclusively focus on the fundamentals of each individual bank, without assessing the potential upside in the share price upon an acquisition?- 30.10.30.10.Hey guys, does it make sense to buy this considering there is a merger up ahead?
·28.10.How long does it usually take from approval to share exchange in these situations? Provided, of course, that it is approved at the AGM on 2, 3 and 4 December.
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 ja analyysit
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.
Q2-osavuosiraportti
70 päivää sitten‧22 min
0,3553 DKK/osake
Viimeisin osinko
5,11 %
Tuotto/v
Uutiset ja analyysit
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
- ·2 päivää sittenShould one buy in? Or wait until the merger is complete
- ·3 päivää sittenSince the merger between Sydbank, Arbejdernes Landsbank and Vestjysk Bank last Monday, there has been a pronounced sentiment of FOMO. Among shareholders, there has been a clear attempt to get positioned in the next candidate for takeover. Lån & Spar Bank has risen over 17.5% in one week, Danske Andelskassers Bank, 10.1% and Fynske Bank 9.1%. All these increases have been without company-specific news. But my take is that the feeling of FOMO is even more widespread on some of the executive floors in the banks than it is among us shareholders. The fact is that the number of obvious acquisition targets is rapidly diminishing. If the focus is solely on listed banks, then Monday's merger really hurt. Although Sydbank announces that it is hardly the last merger AL Sydbank will participate in, the bank is removed from the 'suspects' in the short term. Vestjysk Bank is completely gone. In the simplified division of Danish banks into large, medium-sized and smaller banks, there is an inherent logic: The smaller banks are too small to be interesting for the large banks. Unless the shares in the 'selling' bank are being sold off cheaply, why enter into an acquisition process where the volume might only expand the business scope by 10%? If the logic is accepted, it leaves an extreme focus on the medium-sized banks, as they are the only ones that can be both prey and hunter in the consolidation wave, which everyone – large and small – agrees is in full swing. Who then remains in this group of medium-sized banks? With Sydbank and Vestjysk Bank out of the game, among the listed banks with equity over DKK 5 billion, there are only the following: Nordea (approx. DKK 240 billion), Danske Bank (DKK 177 billion), Jyske Bank (DKK 47 billion) and Ringkjøbing Landbobank (DKK 11.3 billion). Both Jyske Bank and Ringkjøbing Landbobank would probably decline to be titled as medium-sized banks. But the fact is that compared to Nordea and Danske Bank, they are quite small. Both latter banks have indicated interest in participating in the consolidation – but Danske Bank, in particular, has mentioned that the most obvious focus is probably on our neighboring countries to the north. With the acquisition of Nordjyske Bank in 2018, Ringkjøbing Landbobank has shown that it can manage a merger and continue to be an extremely efficiently run bank. This fact, together with the bank's size, makes Landbobanken the most obvious 'buyer' of one of the 'large smaller banks'. In this group, among others, the following banks are found (which are even on the same data center): SJF Bank (DKK 4.6 billion), Skjern Bank (DKK 1.9 billion), Djurslands Bank (DKK 1.8 billion) and Kreditbanken (DKK 1.2 billion). Further down in the size hierarchy, I cannot help but notice that SJF Bank already has ownership stakes in both Lollands Bank and Møns Bank… And SJF Bank has recently shown its interest in acquiring Nordfyns Bank. Furthermore, Sydbank, Jyske Bank and Nykredit all have ownership stakes in SJF Bank. In my view, this makes SJF the most likely participant in a merger, when both the role of 'hunter' and 'prey' are taken into consideration. In the circle of large smaller banks, Lån & Spar Bank (DKK 3.4 billion) and Danske Andelskassers Bank (DKK 2.9 billion) are also found. The latter is a saga in itself with the siege from Spar Nord and Jyske Bank's continued acquisitions. The financial reporting of recent quarters has generally confirmed a trend where large banks no longer have growth in costs, whereas smaller banks clearly have a much harder time keeping costs stable. It is precisely this effect that makes everyone agree that the consolidation wave will continue – even if no one is of the opinion that they themselves will be an acquired bank… But we should also not be blind to the possibility of horizontal mergers, where equal or nearly equal banks can join forces in the hope of finding synergy effects. Fynske Bank's unsuccessful attempt to acquire Nordfyns Bank was presented as a roughly equal merger. It did not succeed for various reasons – but Nordfyns Bank's management's justification for giving up independence was precisely that they were afraid of 'being left on the platform'. And here we are back with the feeling of FOMO. The best defense against takeover is to run the business efficiently – but small banks have no real possibilities to relatively compete with the large ones on IT (AI?) and compliance. And this development is only expected to accelerate. Therefore, the negotiating power of small banks will not improve down the road. I have great sympathy for the desire for continued independence, but there is a risk, like another Korsbæk Bank, of forgetting to face the new competitive situation. Nordfyns Bank's management made the mistake of believing that, due to the inherent voting right restrictions, they could control the course of events. Whether one likes it or not, capitalism's modus operandi is to stay on one's toes – especially when the number of other potential prey on the savannah is significantly reduced.·2 päivää sittenThanks for sharing your reflections, Anders. Do you then see it as an argument for personally investing in SJF, or do you exclusively focus on the fundamentals of each individual bank, without assessing the potential upside in the share price upon an acquisition?
- 30.10.30.10.Hey guys, does it make sense to buy this considering there is a merger up ahead?
- ·28.10.How long does it usually take from approval to share exchange in these situations? Provided, of course, that it is approved at the AGM on 2, 3 and 4 December.
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
192 397
Myynti
Määrä
45 575
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 4 127 | - | - | ||
| 1 124 | - | - | ||
| 6 857 | - | - | ||
| 162 | - | - | ||
| 4 601 | - | - |
Ylin
7,15VWAP
Alin
6,95VaihtoMäärä
14,7 2 088 391
VWAP
Ylin
7,15Alin
6,95VaihtoMäärä
14,7 2 088 391
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 2 088 391 | 2 088 391 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 2 088 391 | 2 088 391 | 0 | 0 |
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q3-osavuosiraportti | 25.11. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 28.8. | |
| 2025 Q2-osavuosiraportti | 26.8. | |
| 2025 Q1-osavuosiraportti | 20.5. | |
| 2024 Yhtiökokous | 13.3. | |
| 2024 Q4-osavuosiraportti | 6.2. |
Datan lähde: Millistream, Quartr
Q2-osavuosiraportti
70 päivää sitten‧22 min
Uutiset ja analyysit
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
| Seuraava tapahtuma | |
|---|---|
| 2025 Q3-osavuosiraportti | 25.11. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 28.8. | |
| 2025 Q2-osavuosiraportti | 26.8. | |
| 2025 Q1-osavuosiraportti | 20.5. | |
| 2024 Yhtiökokous | 13.3. | |
| 2024 Q4-osavuosiraportti | 6.2. |
Datan lähde: Millistream, Quartr
0,3553 DKK/osake
Viimeisin osinko
5,11 %
Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·2 päivää sittenShould one buy in? Or wait until the merger is complete
- ·3 päivää sittenSince the merger between Sydbank, Arbejdernes Landsbank and Vestjysk Bank last Monday, there has been a pronounced sentiment of FOMO. Among shareholders, there has been a clear attempt to get positioned in the next candidate for takeover. Lån & Spar Bank has risen over 17.5% in one week, Danske Andelskassers Bank, 10.1% and Fynske Bank 9.1%. All these increases have been without company-specific news. But my take is that the feeling of FOMO is even more widespread on some of the executive floors in the banks than it is among us shareholders. The fact is that the number of obvious acquisition targets is rapidly diminishing. If the focus is solely on listed banks, then Monday's merger really hurt. Although Sydbank announces that it is hardly the last merger AL Sydbank will participate in, the bank is removed from the 'suspects' in the short term. Vestjysk Bank is completely gone. In the simplified division of Danish banks into large, medium-sized and smaller banks, there is an inherent logic: The smaller banks are too small to be interesting for the large banks. Unless the shares in the 'selling' bank are being sold off cheaply, why enter into an acquisition process where the volume might only expand the business scope by 10%? If the logic is accepted, it leaves an extreme focus on the medium-sized banks, as they are the only ones that can be both prey and hunter in the consolidation wave, which everyone – large and small – agrees is in full swing. Who then remains in this group of medium-sized banks? With Sydbank and Vestjysk Bank out of the game, among the listed banks with equity over DKK 5 billion, there are only the following: Nordea (approx. DKK 240 billion), Danske Bank (DKK 177 billion), Jyske Bank (DKK 47 billion) and Ringkjøbing Landbobank (DKK 11.3 billion). Both Jyske Bank and Ringkjøbing Landbobank would probably decline to be titled as medium-sized banks. But the fact is that compared to Nordea and Danske Bank, they are quite small. Both latter banks have indicated interest in participating in the consolidation – but Danske Bank, in particular, has mentioned that the most obvious focus is probably on our neighboring countries to the north. With the acquisition of Nordjyske Bank in 2018, Ringkjøbing Landbobank has shown that it can manage a merger and continue to be an extremely efficiently run bank. This fact, together with the bank's size, makes Landbobanken the most obvious 'buyer' of one of the 'large smaller banks'. In this group, among others, the following banks are found (which are even on the same data center): SJF Bank (DKK 4.6 billion), Skjern Bank (DKK 1.9 billion), Djurslands Bank (DKK 1.8 billion) and Kreditbanken (DKK 1.2 billion). Further down in the size hierarchy, I cannot help but notice that SJF Bank already has ownership stakes in both Lollands Bank and Møns Bank… And SJF Bank has recently shown its interest in acquiring Nordfyns Bank. Furthermore, Sydbank, Jyske Bank and Nykredit all have ownership stakes in SJF Bank. In my view, this makes SJF the most likely participant in a merger, when both the role of 'hunter' and 'prey' are taken into consideration. In the circle of large smaller banks, Lån & Spar Bank (DKK 3.4 billion) and Danske Andelskassers Bank (DKK 2.9 billion) are also found. The latter is a saga in itself with the siege from Spar Nord and Jyske Bank's continued acquisitions. The financial reporting of recent quarters has generally confirmed a trend where large banks no longer have growth in costs, whereas smaller banks clearly have a much harder time keeping costs stable. It is precisely this effect that makes everyone agree that the consolidation wave will continue – even if no one is of the opinion that they themselves will be an acquired bank… But we should also not be blind to the possibility of horizontal mergers, where equal or nearly equal banks can join forces in the hope of finding synergy effects. Fynske Bank's unsuccessful attempt to acquire Nordfyns Bank was presented as a roughly equal merger. It did not succeed for various reasons – but Nordfyns Bank's management's justification for giving up independence was precisely that they were afraid of 'being left on the platform'. And here we are back with the feeling of FOMO. The best defense against takeover is to run the business efficiently – but small banks have no real possibilities to relatively compete with the large ones on IT (AI?) and compliance. And this development is only expected to accelerate. Therefore, the negotiating power of small banks will not improve down the road. I have great sympathy for the desire for continued independence, but there is a risk, like another Korsbæk Bank, of forgetting to face the new competitive situation. Nordfyns Bank's management made the mistake of believing that, due to the inherent voting right restrictions, they could control the course of events. Whether one likes it or not, capitalism's modus operandi is to stay on one's toes – especially when the number of other potential prey on the savannah is significantly reduced.·2 päivää sittenThanks for sharing your reflections, Anders. Do you then see it as an argument for personally investing in SJF, or do you exclusively focus on the fundamentals of each individual bank, without assessing the potential upside in the share price upon an acquisition?
- 30.10.30.10.Hey guys, does it make sense to buy this considering there is a merger up ahead?
- ·28.10.How long does it usually take from approval to share exchange in these situations? Provided, of course, that it is approved at the AGM on 2, 3 and 4 December.
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
192 397
Myynti
Määrä
45 575
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 4 127 | - | - | ||
| 1 124 | - | - | ||
| 6 857 | - | - | ||
| 162 | - | - | ||
| 4 601 | - | - |
Ylin
7,15VWAP
Alin
6,95VaihtoMäärä
14,7 2 088 391
VWAP
Ylin
7,15Alin
6,95VaihtoMäärä
14,7 2 088 391
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 2 088 391 | 2 088 391 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 2 088 391 | 2 088 391 | 0 | 0 |