2026 Q1 -tulosraportti
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6 päivää sitten
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2,42%Tuotto/v
Tarjoustasot
Nasdaq Copenhagen
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 5 | - | - | ||
| 213 | - | - | ||
| 48 | - | - | ||
| 33 | - | - | ||
| 89 | - | - |
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 |
|---|---|---|---|---|
| Anonyymi | 5 300 | 5 300 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 5 300 | 5 300 | 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
·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.- ·11.5. · MuokattuNorth Media reports tomorrow. I did some "reverse engineering" on the company's stock portfolio to find out how many shares NM owns in each company. The latest data is from their Q4 2025, so tomorrow's report might show that the portfolio looks different (which I personally hope for). This is what the ownership looked like on January 31, 2026 (some rounding is done): NVIDIA: 201 047 pcs. Microsoft: 34 977 pcs. Novo Nordisk: 300 000 pcs. Apple: 50 233 pcs. Teradyne: 59 751 pcs. Amazon: 40 167 pcs. Genmab: 19 782 pcs. Mercado Libre: 2 980 pcs. SEA Ltd: 20 690 pcs. NKT: 20 581 pcs. I will use these figures to compare the value of their portfolio tomorrow. This makes it easy to see what changes have been made to the portfolio. I exclude "Maj Invest, UCITS ETF Defence" because I don't know what currency it is traded in. But the value has decreased by about 10-15% since January. I assume the value is approximately 40 million DKK. The total value of the entire portfolio should be approximately 860-870 million DKK today. We'll see what the report shows. North Media has 20 million shares outstanding. They themselves own about 10% of these, so approximately 18 million shares remain. With 18 million shares and a price of approximately 50 DKK per share, the market capitalization becomes ~900 million DKK. If one considers that the stock portfolio should be valued at market prices, the company's stock portfolio is worth approximately as much as NM's market capitalization. One essentially pays nothing for North Media, a company that expects to generate 133-175 million DKK in EBITDA during 2026 (which leaves approximately 60-80 million in free cash flow). Regarding the operations, they have reduced losses in Dayli and Bekey, and they seem eager to continue these improvements. Hopefully, these segments can show breakeven during 2026. We'll see. They have made changes in management, which hopefully can lead to slightly different decisions regarding the stock portfolio. Last Mile continues to generate cash flows, even if it's at low levels compared to what the company did a few years ago. SDR has now had a couple of quarters with the automation implemented, so it will be interesting to see how profitability develops. Ahead of tomorrow's report, I will primarily look at three points: 1. What are they doing with the stock portfolio? They net-sold a bit last quarter. Hopefully, they continue with this. 2. How is the profitability in SDR? 3. Do losses continue to decrease in Bekey and Dayli? Ultimately, it's enough for North Media not to lose money on the bottom line. As long as they continue to generate at least some positive cash flow, the company is insanely undervalued.·11.5.Good post! Unfortunately, I believe that changes in management are irrelevant for decisions related to the stock portfolio. It is the board's responsibility, and they communicated at the AGM that they wish to maintain a large portfolio to enable acquisitions. In my opinion, the only real hope now is that many shareholders, both measured by the number of owners and the number of shares, support Idealkapital's shareholder revolt and the demand for change. https://www.idealkapital.no/north-media/ The board should not represent one shareholder. The board shall safeguard the company and the shareholder community as a whole. If a significant number of shareholders disagree with the largest owner, it can become very legally uncomfortable for the board to ignore this over time. I mostly believe that the foundation will buy out the entire company, just like the Olav Thon Foundation did
·2.5.BK's take on the general meeting etc. https://open.spotify.com/podcast-chapter/0339xnafGSqUAfBVWHqby2?si=EKoL-lm3RqCbgCjKfeU3gw
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
6 päivää sitten
1,25 DKK/osake
Viimeisin osinko
2,42%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
- ·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.
- ·11.5. · MuokattuNorth Media reports tomorrow. I did some "reverse engineering" on the company's stock portfolio to find out how many shares NM owns in each company. The latest data is from their Q4 2025, so tomorrow's report might show that the portfolio looks different (which I personally hope for). This is what the ownership looked like on January 31, 2026 (some rounding is done): NVIDIA: 201 047 pcs. Microsoft: 34 977 pcs. Novo Nordisk: 300 000 pcs. Apple: 50 233 pcs. Teradyne: 59 751 pcs. Amazon: 40 167 pcs. Genmab: 19 782 pcs. Mercado Libre: 2 980 pcs. SEA Ltd: 20 690 pcs. NKT: 20 581 pcs. I will use these figures to compare the value of their portfolio tomorrow. This makes it easy to see what changes have been made to the portfolio. I exclude "Maj Invest, UCITS ETF Defence" because I don't know what currency it is traded in. But the value has decreased by about 10-15% since January. I assume the value is approximately 40 million DKK. The total value of the entire portfolio should be approximately 860-870 million DKK today. We'll see what the report shows. North Media has 20 million shares outstanding. They themselves own about 10% of these, so approximately 18 million shares remain. With 18 million shares and a price of approximately 50 DKK per share, the market capitalization becomes ~900 million DKK. If one considers that the stock portfolio should be valued at market prices, the company's stock portfolio is worth approximately as much as NM's market capitalization. One essentially pays nothing for North Media, a company that expects to generate 133-175 million DKK in EBITDA during 2026 (which leaves approximately 60-80 million in free cash flow). Regarding the operations, they have reduced losses in Dayli and Bekey, and they seem eager to continue these improvements. Hopefully, these segments can show breakeven during 2026. We'll see. They have made changes in management, which hopefully can lead to slightly different decisions regarding the stock portfolio. Last Mile continues to generate cash flows, even if it's at low levels compared to what the company did a few years ago. SDR has now had a couple of quarters with the automation implemented, so it will be interesting to see how profitability develops. Ahead of tomorrow's report, I will primarily look at three points: 1. What are they doing with the stock portfolio? They net-sold a bit last quarter. Hopefully, they continue with this. 2. How is the profitability in SDR? 3. Do losses continue to decrease in Bekey and Dayli? Ultimately, it's enough for North Media not to lose money on the bottom line. As long as they continue to generate at least some positive cash flow, the company is insanely undervalued.·11.5.Good post! Unfortunately, I believe that changes in management are irrelevant for decisions related to the stock portfolio. It is the board's responsibility, and they communicated at the AGM that they wish to maintain a large portfolio to enable acquisitions. In my opinion, the only real hope now is that many shareholders, both measured by the number of owners and the number of shares, support Idealkapital's shareholder revolt and the demand for change. https://www.idealkapital.no/north-media/ The board should not represent one shareholder. The board shall safeguard the company and the shareholder community as a whole. If a significant number of shareholders disagree with the largest owner, it can become very legally uncomfortable for the board to ignore this over time. I mostly believe that the foundation will buy out the entire company, just like the Olav Thon Foundation did
- ·2.5.BK's take on the general meeting etc. https://open.spotify.com/podcast-chapter/0339xnafGSqUAfBVWHqby2?si=EKoL-lm3RqCbgCjKfeU3gw
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 | - | - | ||
| 213 | - | - | ||
| 48 | - | - | ||
| 33 | - | - | ||
| 89 | - | - |
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 |
|---|---|---|---|---|
| Anonyymi | 5 300 | 5 300 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 5 300 | 5 300 | 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
6 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
2,42%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·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.
- ·11.5. · MuokattuNorth Media reports tomorrow. I did some "reverse engineering" on the company's stock portfolio to find out how many shares NM owns in each company. The latest data is from their Q4 2025, so tomorrow's report might show that the portfolio looks different (which I personally hope for). This is what the ownership looked like on January 31, 2026 (some rounding is done): NVIDIA: 201 047 pcs. Microsoft: 34 977 pcs. Novo Nordisk: 300 000 pcs. Apple: 50 233 pcs. Teradyne: 59 751 pcs. Amazon: 40 167 pcs. Genmab: 19 782 pcs. Mercado Libre: 2 980 pcs. SEA Ltd: 20 690 pcs. NKT: 20 581 pcs. I will use these figures to compare the value of their portfolio tomorrow. This makes it easy to see what changes have been made to the portfolio. I exclude "Maj Invest, UCITS ETF Defence" because I don't know what currency it is traded in. But the value has decreased by about 10-15% since January. I assume the value is approximately 40 million DKK. The total value of the entire portfolio should be approximately 860-870 million DKK today. We'll see what the report shows. North Media has 20 million shares outstanding. They themselves own about 10% of these, so approximately 18 million shares remain. With 18 million shares and a price of approximately 50 DKK per share, the market capitalization becomes ~900 million DKK. If one considers that the stock portfolio should be valued at market prices, the company's stock portfolio is worth approximately as much as NM's market capitalization. One essentially pays nothing for North Media, a company that expects to generate 133-175 million DKK in EBITDA during 2026 (which leaves approximately 60-80 million in free cash flow). Regarding the operations, they have reduced losses in Dayli and Bekey, and they seem eager to continue these improvements. Hopefully, these segments can show breakeven during 2026. We'll see. They have made changes in management, which hopefully can lead to slightly different decisions regarding the stock portfolio. Last Mile continues to generate cash flows, even if it's at low levels compared to what the company did a few years ago. SDR has now had a couple of quarters with the automation implemented, so it will be interesting to see how profitability develops. Ahead of tomorrow's report, I will primarily look at three points: 1. What are they doing with the stock portfolio? They net-sold a bit last quarter. Hopefully, they continue with this. 2. How is the profitability in SDR? 3. Do losses continue to decrease in Bekey and Dayli? Ultimately, it's enough for North Media not to lose money on the bottom line. As long as they continue to generate at least some positive cash flow, the company is insanely undervalued.·11.5.Good post! Unfortunately, I believe that changes in management are irrelevant for decisions related to the stock portfolio. It is the board's responsibility, and they communicated at the AGM that they wish to maintain a large portfolio to enable acquisitions. In my opinion, the only real hope now is that many shareholders, both measured by the number of owners and the number of shares, support Idealkapital's shareholder revolt and the demand for change. https://www.idealkapital.no/north-media/ The board should not represent one shareholder. The board shall safeguard the company and the shareholder community as a whole. If a significant number of shareholders disagree with the largest owner, it can become very legally uncomfortable for the board to ignore this over time. I mostly believe that the foundation will buy out the entire company, just like the Olav Thon Foundation did
- ·2.5.BK's take on the general meeting etc. https://open.spotify.com/podcast-chapter/0339xnafGSqUAfBVWHqby2?si=EKoL-lm3RqCbgCjKfeU3gw
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 | - | - | ||
| 213 | - | - | ||
| 48 | - | - | ||
| 33 | - | - | ||
| 89 | - | - |
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 |
|---|---|---|---|---|
| Anonyymi | 5 300 | 5 300 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 5 300 | 5 300 | 0 | 0 |