2026 Q3 - tulosraportti
23 päivää sitten
‧1 t 7 min
7,00 DKK/osake
Viimeisin osinko
0,49%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| 41 | ||
| 18 | ||
| 21 | ||
| 2 | ||
| 29 |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 2.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 21.10. | ||
2026 Q2 - tulosraportti 22.7. | ||
2026 Q1 - tulosraportti 29.4. | ||
Vuosittainen yhtiökokous 2026 19.3. | ||
2025 Q4 - tulosraportti 4.2. |
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
·2 päivää sittenCan anyone briefly explain why DSV does not react positively to falling oil prices?, it must surely be a significant financial advantage that this expense decreases.Ah yes, thanks Kaj... Of course DSV has the container - all the haulage companies settle petrol and diesel
·3 päivää sitten · MuokattuIn my opinion, DSV looks very interesting from here – especially if you look at what is happening with the Schenker integration. DSV has just maintained its expectation of approx. 9 billion DKK in annual synergies once the integration is fully phased in. In Q3, realized synergies increased further by approx. 300 million DKK, and the overall integration is proceeding according to plan. The interesting part is that a large part of the value creation will only truly materialize in 2027. The remaining synergies from Road and group functions are admittedly delayed, but are still expected to be realized. This means the market can begin to price in future earnings already now. At the same time, in Q3 DSV delivered an EBIT before special items of 6.606 billion DKK, corresponding to an increase of 19.5 % year-on-year. Adjusted EPS rose by as much as 11.5 % to 56.1 DKK. Air & Sea and Contract Logistics are developing strongly, helped among other things by the synergies from Schenker. And then DSV has initiated a share buyback of 1.5 billion DKK, running until no later than February 1, 2027. This is yet another potential support for the share price and simultaneously shows that management sees an opportunity to create additional value through capital allocation. My point is therefore - DSV does not necessarily need a drastically better market for the share to rise. If Road continues its normalization, the integration concludes as planned, and the approximately 9 billion DKK in annual synergies begin to fully take effect, earnings can lift significantly. In my opinion, this is precisely the part the market should begin to focus more on: DSV is not done reaping the benefits from Schenker – the major part of the synergy potential still lies ahead of us. Therefore, I personally see significant potential for the stock if 2027 becomes the year when the synergies truly materialize.I actually think you have some good points regarding the macroeconomic risk, but I think you overestimate how directly it necessarily affects DSV. If we get a recession, it is of course negative for transport and logistics, because lower consumption and industrial production mean less cargo. But DSV is not a classic consumer stock where the whole case depends on whether people buy new electronics or a new car. They have a huge and diversified customer base across industries and geographies, and a large part of the business is precisely about optimizing customers' supply chains. And if we talk about DSV specifically, I also think one should distinguish between lower economic activity and a permanent deterioration of the business. A recession can pressure revenue and margins in the short term, but it does not necessarily mean that the long-term earnings capacity is destroyed. On the other hand, I agree that the AI part of the market may be overestimated. But even if one believes that AI stocks are in a bubble, it does not automatically follow that the rest of the market is artificially inflated, or that DSV is therefore high-risk. In fact, one can argue for the opposite: If you expect a recession, it is even more important to look at earnings, cash flow, debt, competitive advantages, and the company's ability to gain market shares rather than just looking at the general economy. So I am entirely on board with the fact that recession is a risk for DSV. I just don't agree that it in itself makes DSV a high-risk stock. It depends on how deep and long the recession becomes, and how DSV gets through it.
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.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 26 344 | 26 344 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 26 344 | 26 344 | 0 | 0 |
2026 Q3 - tulosraportti
23 päivää sitten
‧1 t 7 min
7,00 DKK/osake
Viimeisin osinko
0,49%Tuotto/v
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
- ·2 päivää sittenCan anyone briefly explain why DSV does not react positively to falling oil prices?, it must surely be a significant financial advantage that this expense decreases.Ah yes, thanks Kaj... Of course DSV has the container - all the haulage companies settle petrol and diesel
- ·3 päivää sitten · MuokattuIn my opinion, DSV looks very interesting from here – especially if you look at what is happening with the Schenker integration. DSV has just maintained its expectation of approx. 9 billion DKK in annual synergies once the integration is fully phased in. In Q3, realized synergies increased further by approx. 300 million DKK, and the overall integration is proceeding according to plan. The interesting part is that a large part of the value creation will only truly materialize in 2027. The remaining synergies from Road and group functions are admittedly delayed, but are still expected to be realized. This means the market can begin to price in future earnings already now. At the same time, in Q3 DSV delivered an EBIT before special items of 6.606 billion DKK, corresponding to an increase of 19.5 % year-on-year. Adjusted EPS rose by as much as 11.5 % to 56.1 DKK. Air & Sea and Contract Logistics are developing strongly, helped among other things by the synergies from Schenker. And then DSV has initiated a share buyback of 1.5 billion DKK, running until no later than February 1, 2027. This is yet another potential support for the share price and simultaneously shows that management sees an opportunity to create additional value through capital allocation. My point is therefore - DSV does not necessarily need a drastically better market for the share to rise. If Road continues its normalization, the integration concludes as planned, and the approximately 9 billion DKK in annual synergies begin to fully take effect, earnings can lift significantly. In my opinion, this is precisely the part the market should begin to focus more on: DSV is not done reaping the benefits from Schenker – the major part of the synergy potential still lies ahead of us. Therefore, I personally see significant potential for the stock if 2027 becomes the year when the synergies truly materialize.I actually think you have some good points regarding the macroeconomic risk, but I think you overestimate how directly it necessarily affects DSV. If we get a recession, it is of course negative for transport and logistics, because lower consumption and industrial production mean less cargo. But DSV is not a classic consumer stock where the whole case depends on whether people buy new electronics or a new car. They have a huge and diversified customer base across industries and geographies, and a large part of the business is precisely about optimizing customers' supply chains. And if we talk about DSV specifically, I also think one should distinguish between lower economic activity and a permanent deterioration of the business. A recession can pressure revenue and margins in the short term, but it does not necessarily mean that the long-term earnings capacity is destroyed. On the other hand, I agree that the AI part of the market may be overestimated. But even if one believes that AI stocks are in a bubble, it does not automatically follow that the rest of the market is artificially inflated, or that DSV is therefore high-risk. In fact, one can argue for the opposite: If you expect a recession, it is even more important to look at earnings, cash flow, debt, competitive advantages, and the company's ability to gain market shares rather than just looking at the general economy. So I am entirely on board with the fact that recession is a risk for DSV. I just don't agree that it in itself makes DSV a high-risk stock. It depends on how deep and long the recession becomes, and how DSV gets through it.
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| 41 | ||
| 18 | ||
| 21 | ||
| 2 | ||
| 29 |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 2.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 21.10. | ||
2026 Q2 - tulosraportti 22.7. | ||
2026 Q1 - tulosraportti 29.4. | ||
Vuosittainen yhtiökokous 2026 19.3. | ||
2025 Q4 - tulosraportti 4.2. |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 26 344 | 26 344 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 26 344 | 26 344 | 0 | 0 |
2026 Q3 - tulosraportti
23 päivää sitten
‧1 t 7 min
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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 2.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 21.10. | ||
2026 Q2 - tulosraportti 22.7. | ||
2026 Q1 - tulosraportti 29.4. | ||
Vuosittainen yhtiökokous 2026 19.3. | ||
2025 Q4 - tulosraportti 4.2. |
Tuotteita joiden kohde-etuutena tämä arvopaperi
7,00 DKK/osake
Viimeisin osinko
0,49%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·2 päivää sittenCan anyone briefly explain why DSV does not react positively to falling oil prices?, it must surely be a significant financial advantage that this expense decreases.Ah yes, thanks Kaj... Of course DSV has the container - all the haulage companies settle petrol and diesel
- ·3 päivää sitten · MuokattuIn my opinion, DSV looks very interesting from here – especially if you look at what is happening with the Schenker integration. DSV has just maintained its expectation of approx. 9 billion DKK in annual synergies once the integration is fully phased in. In Q3, realized synergies increased further by approx. 300 million DKK, and the overall integration is proceeding according to plan. The interesting part is that a large part of the value creation will only truly materialize in 2027. The remaining synergies from Road and group functions are admittedly delayed, but are still expected to be realized. This means the market can begin to price in future earnings already now. At the same time, in Q3 DSV delivered an EBIT before special items of 6.606 billion DKK, corresponding to an increase of 19.5 % year-on-year. Adjusted EPS rose by as much as 11.5 % to 56.1 DKK. Air & Sea and Contract Logistics are developing strongly, helped among other things by the synergies from Schenker. And then DSV has initiated a share buyback of 1.5 billion DKK, running until no later than February 1, 2027. This is yet another potential support for the share price and simultaneously shows that management sees an opportunity to create additional value through capital allocation. My point is therefore - DSV does not necessarily need a drastically better market for the share to rise. If Road continues its normalization, the integration concludes as planned, and the approximately 9 billion DKK in annual synergies begin to fully take effect, earnings can lift significantly. In my opinion, this is precisely the part the market should begin to focus more on: DSV is not done reaping the benefits from Schenker – the major part of the synergy potential still lies ahead of us. Therefore, I personally see significant potential for the stock if 2027 becomes the year when the synergies truly materialize.I actually think you have some good points regarding the macroeconomic risk, but I think you overestimate how directly it necessarily affects DSV. If we get a recession, it is of course negative for transport and logistics, because lower consumption and industrial production mean less cargo. But DSV is not a classic consumer stock where the whole case depends on whether people buy new electronics or a new car. They have a huge and diversified customer base across industries and geographies, and a large part of the business is precisely about optimizing customers' supply chains. And if we talk about DSV specifically, I also think one should distinguish between lower economic activity and a permanent deterioration of the business. A recession can pressure revenue and margins in the short term, but it does not necessarily mean that the long-term earnings capacity is destroyed. On the other hand, I agree that the AI part of the market may be overestimated. But even if one believes that AI stocks are in a bubble, it does not automatically follow that the rest of the market is artificially inflated, or that DSV is therefore high-risk. In fact, one can argue for the opposite: If you expect a recession, it is even more important to look at earnings, cash flow, debt, competitive advantages, and the company's ability to gain market shares rather than just looking at the general economy. So I am entirely on board with the fact that recession is a risk for DSV. I just don't agree that it in itself makes DSV a high-risk stock. It depends on how deep and long the recession becomes, and how DSV gets through it.
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| 41 | ||
| 18 | ||
| 21 | ||
| 2 | ||
| 29 |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Asiakkaat katsoivat myös
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 26 344 | 26 344 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 26 344 | 26 344 | 0 | 0 |