2026 Q1 -tulosraportti
Vain PDF
8 päivää sitten
1,25 DKK/osake
Viimeisin osinko
2,56%Tuotto/v
Tarjoustasot
Nasdaq Copenhagen
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 5 | - | - | ||
| 13 | - | - | ||
| 48 | - | - | ||
| 9 | - | - | ||
| 3 | - | - |
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
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Pareto Securities AS | 3 558 | 3 558 | 0 | 3 558 |
| Anonyymi | 20 785 | 20 785 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Pareto Securities AS | 3 558 | 3 558 | 0 | 3 558 |
| Anonyymi | 20 785 | 20 785 | 0 | 0 |
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 20.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 12.5. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 4.11.2025 | ||
2025 Q2 -tulosraportti 22.8.2025 | ||
2025 Q1 -tulosraportti 21.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·8 t sittenCalculating North Media's assets. In their latest Q1 report, the company stated that their portfolio of shares was valued at 855 million dkk. According to my calculations, it is a bit higher today, but we can proceed from this figure to keep it simple. Personally, I don't like their investment philosophy, even though I must admit that their investments so far have been successful. But consider this.. North Media expects an EBIT of 75–100 million dkk during 2026, to then have approximately 250 million dkk in a single company (NVIDIA) is incredibly risky. These are several years' profits that they have concentrated in a single company. Besides NVIDIA, the stock portfolio is definitely quite alright. Microsoft, Apple, Novo Nordisk and Amazon all have between 8–12% weighting in the portfolio. These are high-quality companies. Teradyne is 15% of the portfolio. I don't have a very good grasp of this company. So there are both positive and negative aspects to their portfolio. Personally, I believe that several of the companies are overvalued, or at least historically expensive. I'm not going to speculate in any stock market crash, but it may still be reasonable to make certain adjustments to the stock portfolio's value. For example, we can assume that the stock portfolio is only worth 70% of today's value. That becomes almost exactly 600 million dkk. Let's calculate the value of the company's net assets. NM has approximately 300 million in total liabilities. This includes all types of liabilities, bank debts of 92 million, but also leasing, accounts payable and everything else. De can pay off all their debts by selling shares, and then still have approximately 300 million in shares left (even when we assume a 30% decline in the portfolio's value). Okay, so now all debts are repaid. Remaining assets go directly to the shareholders. That is a total of approximately 710 million dkk. However, not all assets are worth as much, so I make some adjustments. - Goodwill and other intangible assets totaling 151 million. These are completely excluded. - Buildings that are booked at 250 million. According to themselves, the company has not received any statement from a third party about what the buildings would be worth on the market today. It would have been very interesting to know if anyone has any insights regarding the value of the buildings. But for now, I assume that the booked value is correct. - They have machinery booked at approximately 44 million and "operating equipment" of 19 million, so a total of approximately 63 million. These probably have a very low resale value, so I completely exclude these two items. - Various long-term investments worth 23 million. I assume a 50% value here, say 12 million. - Accounts receivable of 76 million. I assume 95% value here, where I make a 5% adjustment for doubtful accounts, so the total becomes 72 million. - Other receivables totaling 13 million. - Cash of 97 million. After these adjustments, the total becomes 300 (shares) + 250 (buildings) + 12 (investments) + 72 (accounts receivable) + 13 (receivables) + 97 (cash) = 744. So that is approximately 744 million in net assets, of which approximately half in shares and cash. One can therefore assume that the portfolio loses 30% of its value, exclude several of the company's assets, and still reach net assets that are very close to the company's market capitalization, which today is ~877 million. I would claim that one has a quite large margin of safety today. I don't know how big the upside is, but as Joel Greenblatt usually says: “If you don't lose money, most of the remaining alternatives are good ones”.
·2 päivää sittenHuge drop - on the back of no news?
·13 t sittenBusiness as usual for this stock. It will fall going forward, as long as they don't get this discount resolved.- ·12.5. · MuokattuNeutral report, I would say. SDR significantly worse than I had hoped for, but FK significantly boosted profitability, so there was still increased profitability on the bottom line for Last Mile. Bekey and Dayli reduced their losses, which is positive. No major changes in the stock portfolio (as expected). Their guidance for the year became narrower than before, now they expect 133–161 million dkk in EBITDA, compared to 133-175 previously. Since I personally almost always assume the lowest figure in the range, this is nothing that bothers me. Their segment 'Selected mail' within FK increased by 125%. It would have been interesting to know more about this segment, does anyone know what it's actually about?
·13.5.@ Robinia - AI suggests that Selected Mail is only delivered to selected households or postal codes based on the advertiser's criteria (demographics, previous purchases, customer groups), while regular flyer distributions are typically distributed broadly to all households in an area – in contrast to mass distribution of flyers. The customer at North Media typically gets more cost-effectively per response for targeted campaigns. 
·12.5.Updated portfolio as of 30.04.26 Total 854.9 DKKm NVIDIA — 254.9 Microsoft — 91.1 Novo — 81.7 Apple — 86.6 Teradyne — 131.6 Amazon — 67.6 Maj Invest UCITS ETF Defence — 43.6 Genmab — 33.8 MercadoLibre — 34.3 NKT — 18.8 Sea LtD — 10.9
·12.5.Status on report, anyone know?·12.5.Talk about the sun, and it shines.
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 Q1 -tulosraportti
Vain PDF
8 päivää sitten
1,25 DKK/osake
Viimeisin osinko
2,56%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 sittenCalculating North Media's assets. In their latest Q1 report, the company stated that their portfolio of shares was valued at 855 million dkk. According to my calculations, it is a bit higher today, but we can proceed from this figure to keep it simple. Personally, I don't like their investment philosophy, even though I must admit that their investments so far have been successful. But consider this.. North Media expects an EBIT of 75–100 million dkk during 2026, to then have approximately 250 million dkk in a single company (NVIDIA) is incredibly risky. These are several years' profits that they have concentrated in a single company. Besides NVIDIA, the stock portfolio is definitely quite alright. Microsoft, Apple, Novo Nordisk and Amazon all have between 8–12% weighting in the portfolio. These are high-quality companies. Teradyne is 15% of the portfolio. I don't have a very good grasp of this company. So there are both positive and negative aspects to their portfolio. Personally, I believe that several of the companies are overvalued, or at least historically expensive. I'm not going to speculate in any stock market crash, but it may still be reasonable to make certain adjustments to the stock portfolio's value. For example, we can assume that the stock portfolio is only worth 70% of today's value. That becomes almost exactly 600 million dkk. Let's calculate the value of the company's net assets. NM has approximately 300 million in total liabilities. This includes all types of liabilities, bank debts of 92 million, but also leasing, accounts payable and everything else. De can pay off all their debts by selling shares, and then still have approximately 300 million in shares left (even when we assume a 30% decline in the portfolio's value). Okay, so now all debts are repaid. Remaining assets go directly to the shareholders. That is a total of approximately 710 million dkk. However, not all assets are worth as much, so I make some adjustments. - Goodwill and other intangible assets totaling 151 million. These are completely excluded. - Buildings that are booked at 250 million. According to themselves, the company has not received any statement from a third party about what the buildings would be worth on the market today. It would have been very interesting to know if anyone has any insights regarding the value of the buildings. But for now, I assume that the booked value is correct. - They have machinery booked at approximately 44 million and "operating equipment" of 19 million, so a total of approximately 63 million. These probably have a very low resale value, so I completely exclude these two items. - Various long-term investments worth 23 million. I assume a 50% value here, say 12 million. - Accounts receivable of 76 million. I assume 95% value here, where I make a 5% adjustment for doubtful accounts, so the total becomes 72 million. - Other receivables totaling 13 million. - Cash of 97 million. After these adjustments, the total becomes 300 (shares) + 250 (buildings) + 12 (investments) + 72 (accounts receivable) + 13 (receivables) + 97 (cash) = 744. So that is approximately 744 million in net assets, of which approximately half in shares and cash. One can therefore assume that the portfolio loses 30% of its value, exclude several of the company's assets, and still reach net assets that are very close to the company's market capitalization, which today is ~877 million. I would claim that one has a quite large margin of safety today. I don't know how big the upside is, but as Joel Greenblatt usually says: “If you don't lose money, most of the remaining alternatives are good ones”.
- ·2 päivää sittenHuge drop - on the back of no news?·13 t sittenBusiness as usual for this stock. It will fall going forward, as long as they don't get this discount resolved.
- ·12.5. · MuokattuNeutral report, I would say. SDR significantly worse than I had hoped for, but FK significantly boosted profitability, so there was still increased profitability on the bottom line for Last Mile. Bekey and Dayli reduced their losses, which is positive. No major changes in the stock portfolio (as expected). Their guidance for the year became narrower than before, now they expect 133–161 million dkk in EBITDA, compared to 133-175 previously. Since I personally almost always assume the lowest figure in the range, this is nothing that bothers me. Their segment 'Selected mail' within FK increased by 125%. It would have been interesting to know more about this segment, does anyone know what it's actually about?·13.5.@ Robinia - AI suggests that Selected Mail is only delivered to selected households or postal codes based on the advertiser's criteria (demographics, previous purchases, customer groups), while regular flyer distributions are typically distributed broadly to all households in an area – in contrast to mass distribution of flyers. The customer at North Media typically gets more cost-effectively per response for targeted campaigns.
- ·12.5.Updated portfolio as of 30.04.26 Total 854.9 DKKm NVIDIA — 254.9 Microsoft — 91.1 Novo — 81.7 Apple — 86.6 Teradyne — 131.6 Amazon — 67.6 Maj Invest UCITS ETF Defence — 43.6 Genmab — 33.8 MercadoLibre — 34.3 NKT — 18.8 Sea LtD — 10.9
- ·12.5.Status on report, anyone know?·12.5.Talk about the sun, and it shines.
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
Nasdaq Copenhagen
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 5 | - | - | ||
| 13 | - | - | ||
| 48 | - | - | ||
| 9 | - | - | ||
| 3 | - | - |
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
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Pareto Securities AS | 3 558 | 3 558 | 0 | 3 558 |
| Anonyymi | 20 785 | 20 785 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Pareto Securities AS | 3 558 | 3 558 | 0 | 3 558 |
| Anonyymi | 20 785 | 20 785 | 0 | 0 |
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 20.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 12.5. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 4.11.2025 | ||
2025 Q2 -tulosraportti 22.8.2025 | ||
2025 Q1 -tulosraportti 21.5.2025 |
2026 Q1 -tulosraportti
Vain PDF
8 päivää sitten
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 Q2 -tulosraportti 20.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 12.5. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 4.11.2025 | ||
2025 Q2 -tulosraportti 22.8.2025 | ||
2025 Q1 -tulosraportti 21.5.2025 |
1,25 DKK/osake
Viimeisin osinko
2,56%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·8 t sittenCalculating North Media's assets. In their latest Q1 report, the company stated that their portfolio of shares was valued at 855 million dkk. According to my calculations, it is a bit higher today, but we can proceed from this figure to keep it simple. Personally, I don't like their investment philosophy, even though I must admit that their investments so far have been successful. But consider this.. North Media expects an EBIT of 75–100 million dkk during 2026, to then have approximately 250 million dkk in a single company (NVIDIA) is incredibly risky. These are several years' profits that they have concentrated in a single company. Besides NVIDIA, the stock portfolio is definitely quite alright. Microsoft, Apple, Novo Nordisk and Amazon all have between 8–12% weighting in the portfolio. These are high-quality companies. Teradyne is 15% of the portfolio. I don't have a very good grasp of this company. So there are both positive and negative aspects to their portfolio. Personally, I believe that several of the companies are overvalued, or at least historically expensive. I'm not going to speculate in any stock market crash, but it may still be reasonable to make certain adjustments to the stock portfolio's value. For example, we can assume that the stock portfolio is only worth 70% of today's value. That becomes almost exactly 600 million dkk. Let's calculate the value of the company's net assets. NM has approximately 300 million in total liabilities. This includes all types of liabilities, bank debts of 92 million, but also leasing, accounts payable and everything else. De can pay off all their debts by selling shares, and then still have approximately 300 million in shares left (even when we assume a 30% decline in the portfolio's value). Okay, so now all debts are repaid. Remaining assets go directly to the shareholders. That is a total of approximately 710 million dkk. However, not all assets are worth as much, so I make some adjustments. - Goodwill and other intangible assets totaling 151 million. These are completely excluded. - Buildings that are booked at 250 million. According to themselves, the company has not received any statement from a third party about what the buildings would be worth on the market today. It would have been very interesting to know if anyone has any insights regarding the value of the buildings. But for now, I assume that the booked value is correct. - They have machinery booked at approximately 44 million and "operating equipment" of 19 million, so a total of approximately 63 million. These probably have a very low resale value, so I completely exclude these two items. - Various long-term investments worth 23 million. I assume a 50% value here, say 12 million. - Accounts receivable of 76 million. I assume 95% value here, where I make a 5% adjustment for doubtful accounts, so the total becomes 72 million. - Other receivables totaling 13 million. - Cash of 97 million. After these adjustments, the total becomes 300 (shares) + 250 (buildings) + 12 (investments) + 72 (accounts receivable) + 13 (receivables) + 97 (cash) = 744. So that is approximately 744 million in net assets, of which approximately half in shares and cash. One can therefore assume that the portfolio loses 30% of its value, exclude several of the company's assets, and still reach net assets that are very close to the company's market capitalization, which today is ~877 million. I would claim that one has a quite large margin of safety today. I don't know how big the upside is, but as Joel Greenblatt usually says: “If you don't lose money, most of the remaining alternatives are good ones”.
- ·2 päivää sittenHuge drop - on the back of no news?·13 t sittenBusiness as usual for this stock. It will fall going forward, as long as they don't get this discount resolved.
- ·12.5. · MuokattuNeutral report, I would say. SDR significantly worse than I had hoped for, but FK significantly boosted profitability, so there was still increased profitability on the bottom line for Last Mile. Bekey and Dayli reduced their losses, which is positive. No major changes in the stock portfolio (as expected). Their guidance for the year became narrower than before, now they expect 133–161 million dkk in EBITDA, compared to 133-175 previously. Since I personally almost always assume the lowest figure in the range, this is nothing that bothers me. Their segment 'Selected mail' within FK increased by 125%. It would have been interesting to know more about this segment, does anyone know what it's actually about?·13.5.@ Robinia - AI suggests that Selected Mail is only delivered to selected households or postal codes based on the advertiser's criteria (demographics, previous purchases, customer groups), while regular flyer distributions are typically distributed broadly to all households in an area – in contrast to mass distribution of flyers. The customer at North Media typically gets more cost-effectively per response for targeted campaigns.
- ·12.5.Updated portfolio as of 30.04.26 Total 854.9 DKKm NVIDIA — 254.9 Microsoft — 91.1 Novo — 81.7 Apple — 86.6 Teradyne — 131.6 Amazon — 67.6 Maj Invest UCITS ETF Defence — 43.6 Genmab — 33.8 MercadoLibre — 34.3 NKT — 18.8 Sea LtD — 10.9
- ·12.5.Status on report, anyone know?·12.5.Talk about the sun, and it shines.
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
Nasdaq Copenhagen
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 5 | - | - | ||
| 13 | - | - | ||
| 48 | - | - | ||
| 9 | - | - | ||
| 3 | - | - |
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
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Pareto Securities AS | 3 558 | 3 558 | 0 | 3 558 |
| Anonyymi | 20 785 | 20 785 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Pareto Securities AS | 3 558 | 3 558 | 0 | 3 558 |
| Anonyymi | 20 785 | 20 785 | 0 | 0 |