2026 Q1 -tulosraportti
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69 päivää sitten
6,46 DKK/osake
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Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 19.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 19.5. | ||
2025 Q4 -tulosraportti 27.2. | ||
2025 Q3 -tulosraportti 24.11.2025 | ||
2025 Q2 -tulosraportti 21.8.2025 | ||
2025 Q1 -tulosraportti 21.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·1 päivä sittenUnited Plantations (UP), which is UIE's clearly largest holding, has recently expanded its land bank through an acquisition: The company acquired North Arcadia Estate, an established ("brownfield") plantation of almost 600 hectares in Malaysia. Completion date: 1 January 2026 Purchase price: RM 76.8 million Location: approximately 30 km from United Plantations' head office in Perak Type of land: Existing plantation land from 1912 – no new rainforest is cleared. The Malaysian land bank increased from 44,424 hectares to 45,024 hectares, an increase of approximately 1.4 %. Why did they buy this particular land? There are several reasons:........... Located near existing plantations, which provides lower transport costs and more efficient operations. Economies of scale by using existing mills, personnel, and logistics. The land will be replanted with United Plantations' own high-yielding oil palms, which is expected to gradually improve returns over the next 5–6 years. ---> Management emphasizes that they want to: buy existing plantations rather than exploit new land, maintain a very strong balance sheet & only make acquisitions that provide clear operational synergies. Pragmatic and smart.... The most important observation is that the operational situation in UIE's portfolio continues to look strong, while the reported value changes have primarily been driven by the market's valuation of listed and unlisted holdings, not by deteriorated operations. For an investor, this means that the underlying earning capacity looks more robust than what the quarterly result alone suggests. United Plantations continues to function as a stable cash flow machine and still forms the basis for the valuation. Schörling continues to look very strong. The negative effect on UIE came primarily from the market's valuations – not from deteriorated companies. Most companies are doing well and growing pragmatically. Greenbridge likely has better operational development than what the valuation shows. Palm oil price on top.. United Plantations' results...nothing to complain about..Some companies have a period of recovery from acquisitions and are likely to strike for new acquisitions when it suits. Assa just did one. ...........As a + 15-year owner, UIE looks robust, quarterly reports are very temporary. I listen but a pinch of salt is good.
·2 päivää sitten · MuokattuEst. UIE 2q mm. UIE 2q est. Res. f.skat 2q 2026. UP share +23.7 MUSD MSAB Adjustment compared to 1Q +16.6mUSD Greenbridge 0 MUSD ( there is a possibility for upward adjustment of values) Other income + 2.5 MUSD Res.f.skat 42.8 MUSD One thing is the result versus actual value as of 30/6 which according to my calculations was: UIE share price 352.5 NAV 570 (thus a drop from 608 compared to 1q) Disc. 38.15% USD 6.424 MYR 1.618 SEK 0.6892 UP 30.08 MYR My statement as of 23/7-2026 NAV 618.83 (thus a nice increase compared to my calculation as of 30/6)* UIE share price 369.5 Disc.40.39% UP 33.42 USD 6.5708 MYR 1.6062 SEK 0.6762 * UP is the largest contributor compared to 30/6+10.4% ex. dividend MSAB value has increased by approx. 1MUSD compared to 30/6. Note that Palm oil compared to UP`s avg.salgs pris for palm oil 2q 2026 has increased by approx. 600 MYR/t corresponding to approx. 14%, this will boost UP`s result in the second half of 2026, as I have previously commented.- ·22.7.UP Q2 results: 194.4 MMYR compared to 161.7 in Q1 +20.8% after tax, but before tax the increase was 26.9% Somewhat below my expectations, in the 30% range, but most of it is due to, as can be seen from before tax and after tax in the percentage increase. In addition, the costs for fertilizer were lower, but Windfall tax was 58% higher! And results from Unitata and joint venture FujiOlie are still lagging due to general pressure on margins, which was also seen in AAK last week, which meant a fall of approx. 20% in the share price. I will probably downgrade my expectations for UP`s annual result by 5-6%, primarily due to Unitata and Fujiolie. I still expect a result that is satisfactory and better than in 2025 (830 MMYR).
Twtia, I am not worried. Own some thousands UIE. have had Århus Olie also. Good companies.
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
69 päivää sitten
6,46 DKK/osake
Viimeisin osinko
3,53%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
- ·1 päivä sittenUnited Plantations (UP), which is UIE's clearly largest holding, has recently expanded its land bank through an acquisition: The company acquired North Arcadia Estate, an established ("brownfield") plantation of almost 600 hectares in Malaysia. Completion date: 1 January 2026 Purchase price: RM 76.8 million Location: approximately 30 km from United Plantations' head office in Perak Type of land: Existing plantation land from 1912 – no new rainforest is cleared. The Malaysian land bank increased from 44,424 hectares to 45,024 hectares, an increase of approximately 1.4 %. Why did they buy this particular land? There are several reasons:........... Located near existing plantations, which provides lower transport costs and more efficient operations. Economies of scale by using existing mills, personnel, and logistics. The land will be replanted with United Plantations' own high-yielding oil palms, which is expected to gradually improve returns over the next 5–6 years. ---> Management emphasizes that they want to: buy existing plantations rather than exploit new land, maintain a very strong balance sheet & only make acquisitions that provide clear operational synergies. Pragmatic and smart.... The most important observation is that the operational situation in UIE's portfolio continues to look strong, while the reported value changes have primarily been driven by the market's valuation of listed and unlisted holdings, not by deteriorated operations. For an investor, this means that the underlying earning capacity looks more robust than what the quarterly result alone suggests. United Plantations continues to function as a stable cash flow machine and still forms the basis for the valuation. Schörling continues to look very strong. The negative effect on UIE came primarily from the market's valuations – not from deteriorated companies. Most companies are doing well and growing pragmatically. Greenbridge likely has better operational development than what the valuation shows. Palm oil price on top.. United Plantations' results...nothing to complain about..Some companies have a period of recovery from acquisitions and are likely to strike for new acquisitions when it suits. Assa just did one. ...........As a + 15-year owner, UIE looks robust, quarterly reports are very temporary. I listen but a pinch of salt is good.
- ·2 päivää sitten · MuokattuEst. UIE 2q mm. UIE 2q est. Res. f.skat 2q 2026. UP share +23.7 MUSD MSAB Adjustment compared to 1Q +16.6mUSD Greenbridge 0 MUSD ( there is a possibility for upward adjustment of values) Other income + 2.5 MUSD Res.f.skat 42.8 MUSD One thing is the result versus actual value as of 30/6 which according to my calculations was: UIE share price 352.5 NAV 570 (thus a drop from 608 compared to 1q) Disc. 38.15% USD 6.424 MYR 1.618 SEK 0.6892 UP 30.08 MYR My statement as of 23/7-2026 NAV 618.83 (thus a nice increase compared to my calculation as of 30/6)* UIE share price 369.5 Disc.40.39% UP 33.42 USD 6.5708 MYR 1.6062 SEK 0.6762 * UP is the largest contributor compared to 30/6+10.4% ex. dividend MSAB value has increased by approx. 1MUSD compared to 30/6. Note that Palm oil compared to UP`s avg.salgs pris for palm oil 2q 2026 has increased by approx. 600 MYR/t corresponding to approx. 14%, this will boost UP`s result in the second half of 2026, as I have previously commented.
- ·22.7.UP Q2 results: 194.4 MMYR compared to 161.7 in Q1 +20.8% after tax, but before tax the increase was 26.9% Somewhat below my expectations, in the 30% range, but most of it is due to, as can be seen from before tax and after tax in the percentage increase. In addition, the costs for fertilizer were lower, but Windfall tax was 58% higher! And results from Unitata and joint venture FujiOlie are still lagging due to general pressure on margins, which was also seen in AAK last week, which meant a fall of approx. 20% in the share price. I will probably downgrade my expectations for UP`s annual result by 5-6%, primarily due to Unitata and Fujiolie. I still expect a result that is satisfactory and better than in 2025 (830 MMYR).Twtia, I am not worried. Own some thousands UIE. have had Århus Olie also. Good companies.
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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 19.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 19.5. | ||
2025 Q4 -tulosraportti 27.2. | ||
2025 Q3 -tulosraportti 24.11.2025 | ||
2025 Q2 -tulosraportti 21.8.2025 | ||
2025 Q1 -tulosraportti 21.5.2025 |
2026 Q1 -tulosraportti
Vain PDF
69 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 19.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 19.5. | ||
2025 Q4 -tulosraportti 27.2. | ||
2025 Q3 -tulosraportti 24.11.2025 | ||
2025 Q2 -tulosraportti 21.8.2025 | ||
2025 Q1 -tulosraportti 21.5.2025 |
6,46 DKK/osake
Viimeisin osinko
3,53%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·1 päivä sittenUnited Plantations (UP), which is UIE's clearly largest holding, has recently expanded its land bank through an acquisition: The company acquired North Arcadia Estate, an established ("brownfield") plantation of almost 600 hectares in Malaysia. Completion date: 1 January 2026 Purchase price: RM 76.8 million Location: approximately 30 km from United Plantations' head office in Perak Type of land: Existing plantation land from 1912 – no new rainforest is cleared. The Malaysian land bank increased from 44,424 hectares to 45,024 hectares, an increase of approximately 1.4 %. Why did they buy this particular land? There are several reasons:........... Located near existing plantations, which provides lower transport costs and more efficient operations. Economies of scale by using existing mills, personnel, and logistics. The land will be replanted with United Plantations' own high-yielding oil palms, which is expected to gradually improve returns over the next 5–6 years. ---> Management emphasizes that they want to: buy existing plantations rather than exploit new land, maintain a very strong balance sheet & only make acquisitions that provide clear operational synergies. Pragmatic and smart.... The most important observation is that the operational situation in UIE's portfolio continues to look strong, while the reported value changes have primarily been driven by the market's valuation of listed and unlisted holdings, not by deteriorated operations. For an investor, this means that the underlying earning capacity looks more robust than what the quarterly result alone suggests. United Plantations continues to function as a stable cash flow machine and still forms the basis for the valuation. Schörling continues to look very strong. The negative effect on UIE came primarily from the market's valuations – not from deteriorated companies. Most companies are doing well and growing pragmatically. Greenbridge likely has better operational development than what the valuation shows. Palm oil price on top.. United Plantations' results...nothing to complain about..Some companies have a period of recovery from acquisitions and are likely to strike for new acquisitions when it suits. Assa just did one. ...........As a + 15-year owner, UIE looks robust, quarterly reports are very temporary. I listen but a pinch of salt is good.
- ·2 päivää sitten · MuokattuEst. UIE 2q mm. UIE 2q est. Res. f.skat 2q 2026. UP share +23.7 MUSD MSAB Adjustment compared to 1Q +16.6mUSD Greenbridge 0 MUSD ( there is a possibility for upward adjustment of values) Other income + 2.5 MUSD Res.f.skat 42.8 MUSD One thing is the result versus actual value as of 30/6 which according to my calculations was: UIE share price 352.5 NAV 570 (thus a drop from 608 compared to 1q) Disc. 38.15% USD 6.424 MYR 1.618 SEK 0.6892 UP 30.08 MYR My statement as of 23/7-2026 NAV 618.83 (thus a nice increase compared to my calculation as of 30/6)* UIE share price 369.5 Disc.40.39% UP 33.42 USD 6.5708 MYR 1.6062 SEK 0.6762 * UP is the largest contributor compared to 30/6+10.4% ex. dividend MSAB value has increased by approx. 1MUSD compared to 30/6. Note that Palm oil compared to UP`s avg.salgs pris for palm oil 2q 2026 has increased by approx. 600 MYR/t corresponding to approx. 14%, this will boost UP`s result in the second half of 2026, as I have previously commented.
- ·22.7.UP Q2 results: 194.4 MMYR compared to 161.7 in Q1 +20.8% after tax, but before tax the increase was 26.9% Somewhat below my expectations, in the 30% range, but most of it is due to, as can be seen from before tax and after tax in the percentage increase. In addition, the costs for fertilizer were lower, but Windfall tax was 58% higher! And results from Unitata and joint venture FujiOlie are still lagging due to general pressure on margins, which was also seen in AAK last week, which meant a fall of approx. 20% in the share price. I will probably downgrade my expectations for UP`s annual result by 5-6%, primarily due to Unitata and Fujiolie. I still expect a result that is satisfactory and better than in 2025 (830 MMYR).Twtia, I am not worried. Own some thousands UIE. have had Århus Olie also. Good companies.
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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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
Dataa ei löytynyt