2026 Q2 - tulosraportti
53 päivää sitten
‧1 t 1 min
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 22 | - | - | ||
| 20 | - | - | ||
| 20 | - | - | ||
| 2 | - | - | ||
| 31 | - | - |
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
·3 t sitten · Muokattu!2,46% of the shares are shorted,!!! according to today's short list. What a party it will be, for us shareholders, when those shares have to be delivered back to the owners. A good 6.7 mill. shares.
But those shares don't necessarily have to be returned the next couple of years 😞- ·1 päivä sittenNKT/BOFA: COVERAGE INITIATED WITH "BUY" NKT/BOFA: PRICE TARGET INITIATED AT 1100 KR.
·2 päivää sittenThe short position in NKT increased from 2.45% to 12.45% on Friday 2 October. But something must be wrong here because the volume the last week is not large enough to cover the short so this must be a faulty reporting. Found this comment on Zirium "Mirabella Financial Services LLP has on 2 October 2026 reported a short position of 10.00% in NKT. This is likely due to a misreporting, and a new report correcting the error will probably come soon".
I think this is a "fat finger error" and thus an erroneous reporting from Mirabella FS. It sounds quite risky to take a 10% short on a large cap OMX company. AI also says the following when asked about the probability of erroneous reporting :) Mirabella's typical net short positions generally range between 0.50% and 1.50% of a company's share capital, with rare exceptions reaching slightly over 2% (such as their position in SBB). A sudden leap to a massive 10.00% net short position is highly uncharacteristic for the firm's regular risk parameters.
·3 päivää 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.
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
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 26 070 | 26 070 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 26 070 | 26 070 | 0 | 0 |
2026 Q2 - tulosraportti
53 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
- ·3 t sitten · Muokattu!2,46% of the shares are shorted,!!! according to today's short list. What a party it will be, for us shareholders, when those shares have to be delivered back to the owners. A good 6.7 mill. shares.But those shares don't necessarily have to be returned the next couple of years 😞
- ·1 päivä sittenNKT/BOFA: COVERAGE INITIATED WITH "BUY" NKT/BOFA: PRICE TARGET INITIATED AT 1100 KR.
- ·2 päivää sittenThe short position in NKT increased from 2.45% to 12.45% on Friday 2 October. But something must be wrong here because the volume the last week is not large enough to cover the short so this must be a faulty reporting. Found this comment on Zirium "Mirabella Financial Services LLP has on 2 October 2026 reported a short position of 10.00% in NKT. This is likely due to a misreporting, and a new report correcting the error will probably come soon".I think this is a "fat finger error" and thus an erroneous reporting from Mirabella FS. It sounds quite risky to take a 10% short on a large cap OMX company. AI also says the following when asked about the probability of erroneous reporting :) Mirabella's typical net short positions generally range between 0.50% and 1.50% of a company's share capital, with rare exceptions reaching slightly over 2% (such as their position in SBB). A sudden leap to a massive 10.00% net short position is highly uncharacteristic for the firm's regular risk parameters.
- ·3 päivää 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.
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 |
|---|---|---|---|---|
| 22 | - | - | ||
| 20 | - | - | ||
| 20 | - | - | ||
| 2 | - | - | ||
| 31 | - | - |
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
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 26 070 | 26 070 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 26 070 | 26 070 | 0 | 0 |
2026 Q2 - tulosraportti
53 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
- ·3 t sitten · Muokattu!2,46% of the shares are shorted,!!! according to today's short list. What a party it will be, for us shareholders, when those shares have to be delivered back to the owners. A good 6.7 mill. shares.But those shares don't necessarily have to be returned the next couple of years 😞
- ·1 päivä sittenNKT/BOFA: COVERAGE INITIATED WITH "BUY" NKT/BOFA: PRICE TARGET INITIATED AT 1100 KR.
- ·2 päivää sittenThe short position in NKT increased from 2.45% to 12.45% on Friday 2 October. But something must be wrong here because the volume the last week is not large enough to cover the short so this must be a faulty reporting. Found this comment on Zirium "Mirabella Financial Services LLP has on 2 October 2026 reported a short position of 10.00% in NKT. This is likely due to a misreporting, and a new report correcting the error will probably come soon".I think this is a "fat finger error" and thus an erroneous reporting from Mirabella FS. It sounds quite risky to take a 10% short on a large cap OMX company. AI also says the following when asked about the probability of erroneous reporting :) Mirabella's typical net short positions generally range between 0.50% and 1.50% of a company's share capital, with rare exceptions reaching slightly over 2% (such as their position in SBB). A sudden leap to a massive 10.00% net short position is highly uncharacteristic for the firm's regular risk parameters.
- ·3 päivää 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.
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 |
|---|---|---|---|---|
| 22 | - | - | ||
| 20 | - | - | ||
| 20 | - | - | ||
| 2 | - | - | ||
| 31 | - | - |
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
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 26 070 | 26 070 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 26 070 | 26 070 | 0 | 0 |