2025 Q4 -tulosraportti
10 päivää sitten
‧31 min
2,00 DKK/osake
Irtoamispäivä 12.3.
3,01%Tuotto/v
Tarjoustasot
Nasdaq Copenhagen
Määrä
Osto
17 165
Myynti
Määrä
16 110
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 20 | - | - | ||
| 73 | - | - | ||
| 186 | - | - | ||
| 54 | - | - | ||
| 313 | - | - |
Ylin
271,4VWAP
Alin
262VaihtoMäärä
15,8 58 983
VWAP
Ylin
271,4Alin
262VaihtoMäärä
15,8 58 983
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 6.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 4.2. | ||
2025 Q3 -tulosraportti 30.10.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 1.5.2025 | ||
2024 Q4 -tulosraportti 6.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·5.2.DS Norden revenues are falling, profit is falling. The CEO says that 2026 will come with lower profit than 2025 due to the market. If a cockroach appears, typically more follow... I have sold off my shares in the company and am looking towards other winners instead. I might be wrong...
·5.2.D/S Norden is notoriously difficult to interpret because their asset-light business model is not always straightforward (read: simple to understand) to read. I agree that the new guidance is not impressive. But as they say on the stock exchange, under-promise over-deliver... There is probably no doubt that the guidance is on the conservative side, if one knows DSN's circumstances. But again, the numbers are the numbers. Regarding the future, 2026 is marked by volatility (year of the fire horse in China). We are also early in the year and it is difficult to look far ahead. Concerning the share price and what is "fair value" today, can one perhaps look at it in a couple of quick ways? without this in any way being seen as a definitive answer, but merely my quick thoughts! DSN has in the q4-25 presentation itself set an estimated net asset value at 379 DKK. If one is to be conservative and adjust for the new guidance, one could say, approximately minus 30-35%, then you get 0,65 x379 DKK = price approx. 246 DKK (maybe minus 25% is more fair. impossible to determine, as the fleet cannot be realized quickly). Anyway! Should one look at earnings per share/EPS and P/E, then one could perhaps use half of EPS (which today is approx. 27 DKK, if I don't remember forketr. Then we get approx. 14 DKK, multiplied by a new forward P/E of maybe 15 as of today. Then we get approx. price 210 (14*15). The price, seen as a fair value consideration, is, in my view, probably somewhere in between. I.e. måskie at the level of 246+210/2 = +/-228 DKK. (if you only take minus 25% on NAV 379, then the average price is approx. 247 DKK). But the guidance was a bit of a shock if one saw the kursreaktioen, and there is perhaps more uncertainty that needs to be priced into the stock eler there is more upside?, which is overshadowed by guidance for 2026? Difficult to determine as always. Every day is a new day in shipping. Judge for yourself how you see D/S Norden and its reasonable price and future. I am long in the stock, but not in this depot.
·4.2. · MuokattuWhat a Q4. It almost fails on everything it can fail on. EBIT-margin of 2,74% and 5,05% for the year. 2 in EPS. 9,8 in net profit !?!?!? ROIC over 12 months of 8,9%. Guidance 30-100 mUSD in net profit gives a median of 70. Mathematically, that's a forward EPS of 15,47. At P/E 9 (we are currently at approximately 9,19) then price 139,23. The dividend for the entire year (8 kroner) has given me a return of 2,62% The new buyback in the period 5 February - 30 April will at this market value theoretically give 2,22% in return. But that doesn't change the fact that net profit based on the median of 70 is 41% less than this year's net profit. I have learned a lot from being an investor in the Nordics over the last couple of years. A lot has happened. But I'm out now. I don't have the patience for this anymore and feel money can grow faster elsewhere. Good luck to those of you who stick with it. Maybe the return will have turned positive in a few years.
·5.2.Completely agree that the guidance is completely hopeless even, but sales of 20 mill included. These days one should know that if one guides so broadly and down, then the stock gets a beating.- ·4.2.Net profit for the year 120 mUSD. Dividend of 2 kr. and buybacks as expected. For 2026, guidance is 30-100 mUSD (incl. expected sale of ships up 20mUSD). So less growth is guided… So it will probably be a flat/negative year we are facing again.
- ·3.2.What are your expectations for the fiscal year tomorrow. My own thought is that more money has been earned as rates generally have been higher in 2025 than 2024. In Q3, the financial outlook was upgraded and I hope it can continue.
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
10 päivää sitten
‧31 min
2,00 DKK/osake
Irtoamispäivä 12.3.
3,01%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
- ·5.2.DS Norden revenues are falling, profit is falling. The CEO says that 2026 will come with lower profit than 2025 due to the market. If a cockroach appears, typically more follow... I have sold off my shares in the company and am looking towards other winners instead. I might be wrong...
- ·5.2.D/S Norden is notoriously difficult to interpret because their asset-light business model is not always straightforward (read: simple to understand) to read. I agree that the new guidance is not impressive. But as they say on the stock exchange, under-promise over-deliver... There is probably no doubt that the guidance is on the conservative side, if one knows DSN's circumstances. But again, the numbers are the numbers. Regarding the future, 2026 is marked by volatility (year of the fire horse in China). We are also early in the year and it is difficult to look far ahead. Concerning the share price and what is "fair value" today, can one perhaps look at it in a couple of quick ways? without this in any way being seen as a definitive answer, but merely my quick thoughts! DSN has in the q4-25 presentation itself set an estimated net asset value at 379 DKK. If one is to be conservative and adjust for the new guidance, one could say, approximately minus 30-35%, then you get 0,65 x379 DKK = price approx. 246 DKK (maybe minus 25% is more fair. impossible to determine, as the fleet cannot be realized quickly). Anyway! Should one look at earnings per share/EPS and P/E, then one could perhaps use half of EPS (which today is approx. 27 DKK, if I don't remember forketr. Then we get approx. 14 DKK, multiplied by a new forward P/E of maybe 15 as of today. Then we get approx. price 210 (14*15). The price, seen as a fair value consideration, is, in my view, probably somewhere in between. I.e. måskie at the level of 246+210/2 = +/-228 DKK. (if you only take minus 25% on NAV 379, then the average price is approx. 247 DKK). But the guidance was a bit of a shock if one saw the kursreaktioen, and there is perhaps more uncertainty that needs to be priced into the stock eler there is more upside?, which is overshadowed by guidance for 2026? Difficult to determine as always. Every day is a new day in shipping. Judge for yourself how you see D/S Norden and its reasonable price and future. I am long in the stock, but not in this depot.
- ·4.2. · MuokattuWhat a Q4. It almost fails on everything it can fail on. EBIT-margin of 2,74% and 5,05% for the year. 2 in EPS. 9,8 in net profit !?!?!? ROIC over 12 months of 8,9%. Guidance 30-100 mUSD in net profit gives a median of 70. Mathematically, that's a forward EPS of 15,47. At P/E 9 (we are currently at approximately 9,19) then price 139,23. The dividend for the entire year (8 kroner) has given me a return of 2,62% The new buyback in the period 5 February - 30 April will at this market value theoretically give 2,22% in return. But that doesn't change the fact that net profit based on the median of 70 is 41% less than this year's net profit. I have learned a lot from being an investor in the Nordics over the last couple of years. A lot has happened. But I'm out now. I don't have the patience for this anymore and feel money can grow faster elsewhere. Good luck to those of you who stick with it. Maybe the return will have turned positive in a few years.·5.2.Completely agree that the guidance is completely hopeless even, but sales of 20 mill included. These days one should know that if one guides so broadly and down, then the stock gets a beating.
- ·4.2.Net profit for the year 120 mUSD. Dividend of 2 kr. and buybacks as expected. For 2026, guidance is 30-100 mUSD (incl. expected sale of ships up 20mUSD). So less growth is guided… So it will probably be a flat/negative year we are facing again.
- ·3.2.What are your expectations for the fiscal year tomorrow. My own thought is that more money has been earned as rates generally have been higher in 2025 than 2024. In Q3, the financial outlook was upgraded and I hope it can continue.
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
17 165
Myynti
Määrä
16 110
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 20 | - | - | ||
| 73 | - | - | ||
| 186 | - | - | ||
| 54 | - | - | ||
| 313 | - | - |
Ylin
271,4VWAP
Alin
262VaihtoMäärä
15,8 58 983
VWAP
Ylin
271,4Alin
262VaihtoMäärä
15,8 58 983
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 6.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 4.2. | ||
2025 Q3 -tulosraportti 30.10.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 1.5.2025 | ||
2024 Q4 -tulosraportti 6.2.2025 |
2025 Q4 -tulosraportti
10 päivää sitten
‧31 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 4.2. | ||
2025 Q3 -tulosraportti 30.10.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 1.5.2025 | ||
2024 Q4 -tulosraportti 6.2.2025 |
2,00 DKK/osake
Irtoamispäivä 12.3.
3,01%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·5.2.DS Norden revenues are falling, profit is falling. The CEO says that 2026 will come with lower profit than 2025 due to the market. If a cockroach appears, typically more follow... I have sold off my shares in the company and am looking towards other winners instead. I might be wrong...
- ·5.2.D/S Norden is notoriously difficult to interpret because their asset-light business model is not always straightforward (read: simple to understand) to read. I agree that the new guidance is not impressive. But as they say on the stock exchange, under-promise over-deliver... There is probably no doubt that the guidance is on the conservative side, if one knows DSN's circumstances. But again, the numbers are the numbers. Regarding the future, 2026 is marked by volatility (year of the fire horse in China). We are also early in the year and it is difficult to look far ahead. Concerning the share price and what is "fair value" today, can one perhaps look at it in a couple of quick ways? without this in any way being seen as a definitive answer, but merely my quick thoughts! DSN has in the q4-25 presentation itself set an estimated net asset value at 379 DKK. If one is to be conservative and adjust for the new guidance, one could say, approximately minus 30-35%, then you get 0,65 x379 DKK = price approx. 246 DKK (maybe minus 25% is more fair. impossible to determine, as the fleet cannot be realized quickly). Anyway! Should one look at earnings per share/EPS and P/E, then one could perhaps use half of EPS (which today is approx. 27 DKK, if I don't remember forketr. Then we get approx. 14 DKK, multiplied by a new forward P/E of maybe 15 as of today. Then we get approx. price 210 (14*15). The price, seen as a fair value consideration, is, in my view, probably somewhere in between. I.e. måskie at the level of 246+210/2 = +/-228 DKK. (if you only take minus 25% on NAV 379, then the average price is approx. 247 DKK). But the guidance was a bit of a shock if one saw the kursreaktioen, and there is perhaps more uncertainty that needs to be priced into the stock eler there is more upside?, which is overshadowed by guidance for 2026? Difficult to determine as always. Every day is a new day in shipping. Judge for yourself how you see D/S Norden and its reasonable price and future. I am long in the stock, but not in this depot.
- ·4.2. · MuokattuWhat a Q4. It almost fails on everything it can fail on. EBIT-margin of 2,74% and 5,05% for the year. 2 in EPS. 9,8 in net profit !?!?!? ROIC over 12 months of 8,9%. Guidance 30-100 mUSD in net profit gives a median of 70. Mathematically, that's a forward EPS of 15,47. At P/E 9 (we are currently at approximately 9,19) then price 139,23. The dividend for the entire year (8 kroner) has given me a return of 2,62% The new buyback in the period 5 February - 30 April will at this market value theoretically give 2,22% in return. But that doesn't change the fact that net profit based on the median of 70 is 41% less than this year's net profit. I have learned a lot from being an investor in the Nordics over the last couple of years. A lot has happened. But I'm out now. I don't have the patience for this anymore and feel money can grow faster elsewhere. Good luck to those of you who stick with it. Maybe the return will have turned positive in a few years.·5.2.Completely agree that the guidance is completely hopeless even, but sales of 20 mill included. These days one should know that if one guides so broadly and down, then the stock gets a beating.
- ·4.2.Net profit for the year 120 mUSD. Dividend of 2 kr. and buybacks as expected. For 2026, guidance is 30-100 mUSD (incl. expected sale of ships up 20mUSD). So less growth is guided… So it will probably be a flat/negative year we are facing again.
- ·3.2.What are your expectations for the fiscal year tomorrow. My own thought is that more money has been earned as rates generally have been higher in 2025 than 2024. In Q3, the financial outlook was upgraded and I hope it can continue.
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
17 165
Myynti
Määrä
16 110
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 20 | - | - | ||
| 73 | - | - | ||
| 186 | - | - | ||
| 54 | - | - | ||
| 313 | - | - |
Ylin
271,4VWAP
Alin
262VaihtoMäärä
15,8 58 983
VWAP
Ylin
271,4Alin
262VaihtoMäärä
15,8 58 983
Välittäjätilasto
Dataa ei löytynyt