2025 Q3 -tulosraportti
Vain PDF
56 päivää sitten
3,30 DKK/osake
Viimeisin osinko
3,15%Tuotto/v
Tarjoustasot
Nasdaq Copenhagen
Määrä
Osto
38
Myynti
Määrä
111
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 28 | - | - | ||
| 11 | - | - | ||
| 30 | - | - | ||
| 19 | - | - | ||
| 15 | - | - |
Ylin
390,5VWAP
Alin
386,5VaihtoMäärä
1,4 3 634
VWAP
Ylin
390,5Alin
386,5VaihtoMäärä
1,4 3 634
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 4 199 | 4 199 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 4 199 | 4 199 | 0 | 0 |
Yhtiötapahtumat
Datan lähde: Quartr, FactSet| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 27.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 24.11.2025 | |
| 2025 Q2 -tulosraportti | 21.8.2025 | |
| 2025 Q1 -tulosraportti | 21.5.2025 | |
| 2024 Q4 -tulosraportti | 28.2.2025 | |
| 2024 Q3 -tulosraportti | 19.11.2024 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·13.1.What do we see as the reason that UIE currently does not reflect the UP movements - I know we can't look into the funds...every day. MYR DKK a bit back, but I had expected a 400+ when we see UP at ATH ...almost. ? Or should we see the Discount increase significantly again .....not nervous just wondering :-)
·13.1.UP trades today at a well-justified premium vs. peers. The company is significantly more efficient - their yield/margins are around 2x peers, which justifies a higher multiple. That said, the share price has probably run a bit too fast recently. Palm oil prices have risen significantly, primarily driven by Indonesia's biodiesel quotas - but palm oil is still cheaper than alternative vegetable oils. The Indonesian government has communicated a desire to increase the biodiesel blend from B40 to B50, but the timeline is unclear - the ambition/communicated signal is that it could happen during 2026. However, if implementation is delayed, there is a risk of a significant decline in the palm oil price and thus also the UP share. In the longer term, I remain optimistic. The supply of palm oil is structurally limited by several factors, such as (i) stricter conservation policies, which limit new planting; (ii) an aging plantation base - c. 30% of global supply comes from trees older than 28 years, and the yield per plant falls drastically after 25 years. Replanting typically leads to a c. 5-7 year period before production again reaches meaningful levels. Plantations currently cannot afford not to earn money during this period; (iii) continued upward adjustment of biodiesel quotas - not only for palm oil, but also for competing oils (i.e., soy-based biodiesel in Brazil). UIE currently trades at a discount of 35%, so there is some margin of safety - i.e., "slippage" in palm oil - factored into the price. One could hope for even more pressure on buybacks in the coming period.
·12.1.ATH IV 607.96 DKK disc. 34.45% (probably also ATH) UIE price 398.5 and UP at 34.14 MYR.
·12.1.Thanks for these updates- how is it going with schorling and greenbridge in the assessment of IV?·12.1.Schøling is ok maybe a bit lowly priced, while Greenbridge is probably undervalued as the valuation is conservative. Possibly a listing of some of the companies will give a significant value increase of 50% or more according to my estimates, but the total significance for UIE is however limited, as UP is the overriding value driver!- ·11.1.Given that UIE's discount to NAV is now >30%, I have prepared the analysis below, which among others includes an in-depth analysis of UP and a "real-time" NAV overview. https://nordicedge.substack.com/p/united-international-enterprises?r=1jzsff·12.1.Hi, any chance to post the analysis - so one doesn't first have to sign up for membership of Nordicedge which looks interesting - but I would like to see the quality first :)·12.1.Yes, there should be a free trial if you go to the profile :-) otherwise, write to me privately in there.
- ·8.1.New ATH IV 582.17 disc. 32.15% at UIE at 395 and UP at Price 32.50 MYR (has been up to 32.7 MYR) UP has risen sharply in recent days; the reason for this is that forecasts indicate falling production and inventories in Malaysia. If this scenario plays out, UP will be in a strong position as, according to my estimates, they will continue to have increasing production. Palm oil has been under 4000 MYR/T in recent weeks, but is now just over 4035 MYR/t (March del.)
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 Q3 -tulosraportti
Vain PDF
56 päivää sitten
3,30 DKK/osake
Viimeisin osinko
3,15%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
- ·13.1.What do we see as the reason that UIE currently does not reflect the UP movements - I know we can't look into the funds...every day. MYR DKK a bit back, but I had expected a 400+ when we see UP at ATH ...almost. ? Or should we see the Discount increase significantly again .....not nervous just wondering :-)·13.1.UP trades today at a well-justified premium vs. peers. The company is significantly more efficient - their yield/margins are around 2x peers, which justifies a higher multiple. That said, the share price has probably run a bit too fast recently. Palm oil prices have risen significantly, primarily driven by Indonesia's biodiesel quotas - but palm oil is still cheaper than alternative vegetable oils. The Indonesian government has communicated a desire to increase the biodiesel blend from B40 to B50, but the timeline is unclear - the ambition/communicated signal is that it could happen during 2026. However, if implementation is delayed, there is a risk of a significant decline in the palm oil price and thus also the UP share. In the longer term, I remain optimistic. The supply of palm oil is structurally limited by several factors, such as (i) stricter conservation policies, which limit new planting; (ii) an aging plantation base - c. 30% of global supply comes from trees older than 28 years, and the yield per plant falls drastically after 25 years. Replanting typically leads to a c. 5-7 year period before production again reaches meaningful levels. Plantations currently cannot afford not to earn money during this period; (iii) continued upward adjustment of biodiesel quotas - not only for palm oil, but also for competing oils (i.e., soy-based biodiesel in Brazil). UIE currently trades at a discount of 35%, so there is some margin of safety - i.e., "slippage" in palm oil - factored into the price. One could hope for even more pressure on buybacks in the coming period.
- ·12.1.ATH IV 607.96 DKK disc. 34.45% (probably also ATH) UIE price 398.5 and UP at 34.14 MYR.·12.1.Thanks for these updates- how is it going with schorling and greenbridge in the assessment of IV?·12.1.Schøling is ok maybe a bit lowly priced, while Greenbridge is probably undervalued as the valuation is conservative. Possibly a listing of some of the companies will give a significant value increase of 50% or more according to my estimates, but the total significance for UIE is however limited, as UP is the overriding value driver!
- ·11.1.Given that UIE's discount to NAV is now >30%, I have prepared the analysis below, which among others includes an in-depth analysis of UP and a "real-time" NAV overview. https://nordicedge.substack.com/p/united-international-enterprises?r=1jzsff·12.1.Hi, any chance to post the analysis - so one doesn't first have to sign up for membership of Nordicedge which looks interesting - but I would like to see the quality first :)·12.1.Yes, there should be a free trial if you go to the profile :-) otherwise, write to me privately in there.
- ·8.1.New ATH IV 582.17 disc. 32.15% at UIE at 395 and UP at Price 32.50 MYR (has been up to 32.7 MYR) UP has risen sharply in recent days; the reason for this is that forecasts indicate falling production and inventories in Malaysia. If this scenario plays out, UP will be in a strong position as, according to my estimates, they will continue to have increasing production. Palm oil has been under 4000 MYR/T in recent weeks, but is now just over 4035 MYR/t (March del.)
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
38
Myynti
Määrä
111
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 28 | - | - | ||
| 11 | - | - | ||
| 30 | - | - | ||
| 19 | - | - | ||
| 15 | - | - |
Ylin
390,5VWAP
Alin
386,5VaihtoMäärä
1,4 3 634
VWAP
Ylin
390,5Alin
386,5VaihtoMäärä
1,4 3 634
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 4 199 | 4 199 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 4 199 | 4 199 | 0 | 0 |
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr, FactSet| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 27.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 24.11.2025 | |
| 2025 Q2 -tulosraportti | 21.8.2025 | |
| 2025 Q1 -tulosraportti | 21.5.2025 | |
| 2024 Q4 -tulosraportti | 28.2.2025 | |
| 2024 Q3 -tulosraportti | 19.11.2024 |
2025 Q3 -tulosraportti
Vain PDF
56 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: Quartr, FactSet| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 27.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 24.11.2025 | |
| 2025 Q2 -tulosraportti | 21.8.2025 | |
| 2025 Q1 -tulosraportti | 21.5.2025 | |
| 2024 Q4 -tulosraportti | 28.2.2025 | |
| 2024 Q3 -tulosraportti | 19.11.2024 |
3,30 DKK/osake
Viimeisin osinko
3,15%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·13.1.What do we see as the reason that UIE currently does not reflect the UP movements - I know we can't look into the funds...every day. MYR DKK a bit back, but I had expected a 400+ when we see UP at ATH ...almost. ? Or should we see the Discount increase significantly again .....not nervous just wondering :-)·13.1.UP trades today at a well-justified premium vs. peers. The company is significantly more efficient - their yield/margins are around 2x peers, which justifies a higher multiple. That said, the share price has probably run a bit too fast recently. Palm oil prices have risen significantly, primarily driven by Indonesia's biodiesel quotas - but palm oil is still cheaper than alternative vegetable oils. The Indonesian government has communicated a desire to increase the biodiesel blend from B40 to B50, but the timeline is unclear - the ambition/communicated signal is that it could happen during 2026. However, if implementation is delayed, there is a risk of a significant decline in the palm oil price and thus also the UP share. In the longer term, I remain optimistic. The supply of palm oil is structurally limited by several factors, such as (i) stricter conservation policies, which limit new planting; (ii) an aging plantation base - c. 30% of global supply comes from trees older than 28 years, and the yield per plant falls drastically after 25 years. Replanting typically leads to a c. 5-7 year period before production again reaches meaningful levels. Plantations currently cannot afford not to earn money during this period; (iii) continued upward adjustment of biodiesel quotas - not only for palm oil, but also for competing oils (i.e., soy-based biodiesel in Brazil). UIE currently trades at a discount of 35%, so there is some margin of safety - i.e., "slippage" in palm oil - factored into the price. One could hope for even more pressure on buybacks in the coming period.
- ·12.1.ATH IV 607.96 DKK disc. 34.45% (probably also ATH) UIE price 398.5 and UP at 34.14 MYR.·12.1.Thanks for these updates- how is it going with schorling and greenbridge in the assessment of IV?·12.1.Schøling is ok maybe a bit lowly priced, while Greenbridge is probably undervalued as the valuation is conservative. Possibly a listing of some of the companies will give a significant value increase of 50% or more according to my estimates, but the total significance for UIE is however limited, as UP is the overriding value driver!
- ·11.1.Given that UIE's discount to NAV is now >30%, I have prepared the analysis below, which among others includes an in-depth analysis of UP and a "real-time" NAV overview. https://nordicedge.substack.com/p/united-international-enterprises?r=1jzsff·12.1.Hi, any chance to post the analysis - so one doesn't first have to sign up for membership of Nordicedge which looks interesting - but I would like to see the quality first :)·12.1.Yes, there should be a free trial if you go to the profile :-) otherwise, write to me privately in there.
- ·8.1.New ATH IV 582.17 disc. 32.15% at UIE at 395 and UP at Price 32.50 MYR (has been up to 32.7 MYR) UP has risen sharply in recent days; the reason for this is that forecasts indicate falling production and inventories in Malaysia. If this scenario plays out, UP will be in a strong position as, according to my estimates, they will continue to have increasing production. Palm oil has been under 4000 MYR/T in recent weeks, but is now just over 4035 MYR/t (March del.)
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
38
Myynti
Määrä
111
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 28 | - | - | ||
| 11 | - | - | ||
| 30 | - | - | ||
| 19 | - | - | ||
| 15 | - | - |
Ylin
390,5VWAP
Alin
386,5VaihtoMäärä
1,4 3 634
VWAP
Ylin
390,5Alin
386,5VaihtoMäärä
1,4 3 634
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 4 199 | 4 199 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 4 199 | 4 199 | 0 | 0 |