2026 Q2 - tulosraportti
51 päivää sitten
‧1 t 1 min
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 117 | - | - | ||
| 100 | - | - | ||
| 45 | - | - | ||
| 46 | - | - | ||
| 194 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 19.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 14.8. | ||
2026 Q1 - tulosraportti 13.5. | ||
2025 Q4 - tulosraportti 25.2. | ||
2025 Q3 - tulosraportti 19.11.2025 | ||
2025 Q2 - tulosraportti 15.8.2025 |
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
·22 t sittenNKT – Investor Day 2026 Investor Day in Karlskrona on 29 September. To me, the interesting thing was whether the day changed the long-term investment case. The short answer is: Not fundamentally – but it made the next phase of the case clearer. NKT maintained both the strategic direction in Charging Forward, the medium-term financial ambitions and the expectations for 2026. At the same time, the company announced that the expansion of the high-voltage cable factory in Karlskrona is now expected to start commercial operation in Q2 2027, slightly earlier than originally planned. From investment to cash flow The most interesting thing for me was capital allocation. NKT expects cash flow generation to improve in the coming years as the large order book is executed and major investments are completed. At the same time, management outlined four priorities: a robust balance sheet with net interest-bearing debt/operational EBITDA below 0x, value-adding organic investments and potential acquisitions, an annual dividend of at least 20% of adjusted net income, as well as the possibility of share buybacks or extraordinary dividends in case of excess capital. I think that is important. In recent years, the story has primarily been: Demand → Backlog → Investment → Capacity expansion. The next phase must be: Execution → EBITDA → Free Cash Flow → RoCE → Capital returned to shareholders. What does this change for my analysis? After Q2, I had a DCF around 1,084 kr., with Base Case around 1,054 kr. At the same time, my analysis pointed to negative FCF and execution around Karlskrona as some of the key risks. I am not raising my Fair Value solely on the basis of Investor Day. But I think the day made it clearer what needs to prove my valuation. Karlskrona must be delivered and ramped up. The backlog must be converted into earnings. Free cash flow must improve, and RoCE must show that the large investments are actually creating value. Therefore, it is no longer enough for me to simply state that Europe needs more cables. Now NKT must show how much value they can create on them. Investor Day therefore did not change my long-term story about NKT. It made the next phase clearer.- ·22 t sittenNKT – Week 41 Evaluation of week 40 Week 40 became yet another weak week for NKT. After closing at 918 the week before, the selling pressure continued. Monday the stock closed at 895, Tuesday at 875,5, and Thursday 868 was reached. Friday, however, saw a decent countermove of 2,9 %, so the week ended at 893. Thus we also got an answer to last week's central question: The 900–920 area did not hold, and MA200 was once again put under pressure. This means: • 900 was broken. • MA20 and MA50 are once again above the price. • MA200 is directly in play. • Friday's rebound was positive – but not yet a reversal signal. In short: The bottom scenario is once again under pressure. The technical picture NKT closed Friday at 893. RSI(14) is around 45, MACD is negative, while ADX has risen to around 38. The latter is worth noting because trend strength is once again increasing concurrently with the falling price. MA20: approx. 914 MA50: approx. 918 MA100: approx. 953 MA200: approx. 895 We have therefore gone from: Bottom attempt → Rebound → Rejection → New test of MA200 Friday's +2,9 % was much needed, but one good day does not change the short trend. Key areas in week 41 Support • 885–895 / MA200 • 868–875 • 850 • 864,5 – former bottom Resistance • 900 • 913–920 (MA20/MA50) • 950–960 (MA100) • 1.000 The first small step is a reclaim of 900. After that, 913–920 becomes far more important. Before the price once again establishes itself above this area, I see no reason to call the movement a trend reversal. A new break below 868–875, on the other hand, will put the bottom scenario under further pressure. My approach in week 41 I am making no changes. My latest purchase around 886 was fundamental and should therefore not subsequently be defended with technical arguments. My two perspectives remain different: Fundamental: I still assess the price level as attractive relative to my long-term valuation. Technical: The market still lacks proof that a new uptrend has begun. NKT simultaneously held a capital markets day this week. I will review that in a separate thread, because in my opinion there is enough new material that it deserves its own fundamental analysis. Week 41 is therefore about one thing Can MA200 and the 868–895 area once again stop the sellers? A reclaim of 900 will be the first small improvement. Above 913–920 the picture becomes more interesting. But only above 950–960 do I seriously begin talking about a possible trend reversal. Until then, I must state: The trend and I are still not quite on speaking terms. 😎⚡
·1 päivä sittenHope and think it is a mistake that NKT has been shorted by 10 % today, do not quite understand the arrows if it is a swap as the arrow neither points down nor up see the pictures
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
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2026 Q2 - tulosraportti
51 päivää sitten
‧1 t 1 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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·22 t sittenNKT – Investor Day 2026 Investor Day in Karlskrona on 29 September. To me, the interesting thing was whether the day changed the long-term investment case. The short answer is: Not fundamentally – but it made the next phase of the case clearer. NKT maintained both the strategic direction in Charging Forward, the medium-term financial ambitions and the expectations for 2026. At the same time, the company announced that the expansion of the high-voltage cable factory in Karlskrona is now expected to start commercial operation in Q2 2027, slightly earlier than originally planned. From investment to cash flow The most interesting thing for me was capital allocation. NKT expects cash flow generation to improve in the coming years as the large order book is executed and major investments are completed. At the same time, management outlined four priorities: a robust balance sheet with net interest-bearing debt/operational EBITDA below 0x, value-adding organic investments and potential acquisitions, an annual dividend of at least 20% of adjusted net income, as well as the possibility of share buybacks or extraordinary dividends in case of excess capital. I think that is important. In recent years, the story has primarily been: Demand → Backlog → Investment → Capacity expansion. The next phase must be: Execution → EBITDA → Free Cash Flow → RoCE → Capital returned to shareholders. What does this change for my analysis? After Q2, I had a DCF around 1,084 kr., with Base Case around 1,054 kr. At the same time, my analysis pointed to negative FCF and execution around Karlskrona as some of the key risks. I am not raising my Fair Value solely on the basis of Investor Day. But I think the day made it clearer what needs to prove my valuation. Karlskrona must be delivered and ramped up. The backlog must be converted into earnings. Free cash flow must improve, and RoCE must show that the large investments are actually creating value. Therefore, it is no longer enough for me to simply state that Europe needs more cables. Now NKT must show how much value they can create on them. Investor Day therefore did not change my long-term story about NKT. It made the next phase clearer.
- ·22 t sittenNKT – Week 41 Evaluation of week 40 Week 40 became yet another weak week for NKT. After closing at 918 the week before, the selling pressure continued. Monday the stock closed at 895, Tuesday at 875,5, and Thursday 868 was reached. Friday, however, saw a decent countermove of 2,9 %, so the week ended at 893. Thus we also got an answer to last week's central question: The 900–920 area did not hold, and MA200 was once again put under pressure. This means: • 900 was broken. • MA20 and MA50 are once again above the price. • MA200 is directly in play. • Friday's rebound was positive – but not yet a reversal signal. In short: The bottom scenario is once again under pressure. The technical picture NKT closed Friday at 893. RSI(14) is around 45, MACD is negative, while ADX has risen to around 38. The latter is worth noting because trend strength is once again increasing concurrently with the falling price. MA20: approx. 914 MA50: approx. 918 MA100: approx. 953 MA200: approx. 895 We have therefore gone from: Bottom attempt → Rebound → Rejection → New test of MA200 Friday's +2,9 % was much needed, but one good day does not change the short trend. Key areas in week 41 Support • 885–895 / MA200 • 868–875 • 850 • 864,5 – former bottom Resistance • 900 • 913–920 (MA20/MA50) • 950–960 (MA100) • 1.000 The first small step is a reclaim of 900. After that, 913–920 becomes far more important. Before the price once again establishes itself above this area, I see no reason to call the movement a trend reversal. A new break below 868–875, on the other hand, will put the bottom scenario under further pressure. My approach in week 41 I am making no changes. My latest purchase around 886 was fundamental and should therefore not subsequently be defended with technical arguments. My two perspectives remain different: Fundamental: I still assess the price level as attractive relative to my long-term valuation. Technical: The market still lacks proof that a new uptrend has begun. NKT simultaneously held a capital markets day this week. I will review that in a separate thread, because in my opinion there is enough new material that it deserves its own fundamental analysis. Week 41 is therefore about one thing Can MA200 and the 868–895 area once again stop the sellers? A reclaim of 900 will be the first small improvement. Above 913–920 the picture becomes more interesting. But only above 950–960 do I seriously begin talking about a possible trend reversal. Until then, I must state: The trend and I are still not quite on speaking terms. 😎⚡
- ·1 päivä sittenHope and think it is a mistake that NKT has been shorted by 10 % today, do not quite understand the arrows if it is a swap as the arrow neither points down nor up see the pictures
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 | Ostaja | Myyjä |
|---|---|---|---|---|
| 117 | - | - | ||
| 100 | - | - | ||
| 45 | - | - | ||
| 46 | - | - | ||
| 194 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 19.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 14.8. | ||
2026 Q1 - tulosraportti 13.5. | ||
2025 Q4 - tulosraportti 25.2. | ||
2025 Q3 - tulosraportti 19.11.2025 | ||
2025 Q2 - tulosraportti 15.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
51 päivää sitten
‧1 t 1 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 Q3 - tulosraportti 19.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 14.8. | ||
2026 Q1 - tulosraportti 13.5. | ||
2025 Q4 - tulosraportti 25.2. | ||
2025 Q3 - tulosraportti 19.11.2025 | ||
2025 Q2 - tulosraportti 15.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·22 t sittenNKT – Investor Day 2026 Investor Day in Karlskrona on 29 September. To me, the interesting thing was whether the day changed the long-term investment case. The short answer is: Not fundamentally – but it made the next phase of the case clearer. NKT maintained both the strategic direction in Charging Forward, the medium-term financial ambitions and the expectations for 2026. At the same time, the company announced that the expansion of the high-voltage cable factory in Karlskrona is now expected to start commercial operation in Q2 2027, slightly earlier than originally planned. From investment to cash flow The most interesting thing for me was capital allocation. NKT expects cash flow generation to improve in the coming years as the large order book is executed and major investments are completed. At the same time, management outlined four priorities: a robust balance sheet with net interest-bearing debt/operational EBITDA below 0x, value-adding organic investments and potential acquisitions, an annual dividend of at least 20% of adjusted net income, as well as the possibility of share buybacks or extraordinary dividends in case of excess capital. I think that is important. In recent years, the story has primarily been: Demand → Backlog → Investment → Capacity expansion. The next phase must be: Execution → EBITDA → Free Cash Flow → RoCE → Capital returned to shareholders. What does this change for my analysis? After Q2, I had a DCF around 1,084 kr., with Base Case around 1,054 kr. At the same time, my analysis pointed to negative FCF and execution around Karlskrona as some of the key risks. I am not raising my Fair Value solely on the basis of Investor Day. But I think the day made it clearer what needs to prove my valuation. Karlskrona must be delivered and ramped up. The backlog must be converted into earnings. Free cash flow must improve, and RoCE must show that the large investments are actually creating value. Therefore, it is no longer enough for me to simply state that Europe needs more cables. Now NKT must show how much value they can create on them. Investor Day therefore did not change my long-term story about NKT. It made the next phase clearer.
- ·22 t sittenNKT – Week 41 Evaluation of week 40 Week 40 became yet another weak week for NKT. After closing at 918 the week before, the selling pressure continued. Monday the stock closed at 895, Tuesday at 875,5, and Thursday 868 was reached. Friday, however, saw a decent countermove of 2,9 %, so the week ended at 893. Thus we also got an answer to last week's central question: The 900–920 area did not hold, and MA200 was once again put under pressure. This means: • 900 was broken. • MA20 and MA50 are once again above the price. • MA200 is directly in play. • Friday's rebound was positive – but not yet a reversal signal. In short: The bottom scenario is once again under pressure. The technical picture NKT closed Friday at 893. RSI(14) is around 45, MACD is negative, while ADX has risen to around 38. The latter is worth noting because trend strength is once again increasing concurrently with the falling price. MA20: approx. 914 MA50: approx. 918 MA100: approx. 953 MA200: approx. 895 We have therefore gone from: Bottom attempt → Rebound → Rejection → New test of MA200 Friday's +2,9 % was much needed, but one good day does not change the short trend. Key areas in week 41 Support • 885–895 / MA200 • 868–875 • 850 • 864,5 – former bottom Resistance • 900 • 913–920 (MA20/MA50) • 950–960 (MA100) • 1.000 The first small step is a reclaim of 900. After that, 913–920 becomes far more important. Before the price once again establishes itself above this area, I see no reason to call the movement a trend reversal. A new break below 868–875, on the other hand, will put the bottom scenario under further pressure. My approach in week 41 I am making no changes. My latest purchase around 886 was fundamental and should therefore not subsequently be defended with technical arguments. My two perspectives remain different: Fundamental: I still assess the price level as attractive relative to my long-term valuation. Technical: The market still lacks proof that a new uptrend has begun. NKT simultaneously held a capital markets day this week. I will review that in a separate thread, because in my opinion there is enough new material that it deserves its own fundamental analysis. Week 41 is therefore about one thing Can MA200 and the 868–895 area once again stop the sellers? A reclaim of 900 will be the first small improvement. Above 913–920 the picture becomes more interesting. But only above 950–960 do I seriously begin talking about a possible trend reversal. Until then, I must state: The trend and I are still not quite on speaking terms. 😎⚡
- ·1 päivä sittenHope and think it is a mistake that NKT has been shorted by 10 % today, do not quite understand the arrows if it is a swap as the arrow neither points down nor up see the pictures
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 | Ostaja | Myyjä |
|---|---|---|---|---|
| 117 | - | - | ||
| 100 | - | - | ||
| 45 | - | - | ||
| 46 | - | - | ||
| 194 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt