2026 Q1 -tulosraportti
8 päivää sitten
‧48 min
3,2424 DKK/osake
Viimeisin osinko
0,00%Tuotto/v
Tarjoustasot
Nasdaq Copenhagen
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 79 | - | - | ||
| 360 | - | - | ||
| 6 | - | - | ||
| 25 | - | - | ||
| 37 | - | - |
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 | 130 988 | 130 988 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 130 988 | 130 988 | 0 | 0 |
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 14.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 13.5. | ||
2025 Q4 -tulosraportti 25.2. | ||
2025 Q3 -tulosraportti 19.11.2025 | ||
2025 Q2 -tulosraportti 15.8.2025 | ||
2025 Q1 -tulosraportti 9.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·4 t sittenNKT – Updated target price after Q1 2026 As promised, I have now reviewed Q1 2026 and updated my estimates. The financial report does not change the structural case – but it shifts the reference point. My updated levels: Fair Value (DCF): approx. 1,050 Based on updated cash flow expectations, 16% EBITDA margin and continued backlog conversion. Consensus target price: approx. 1,080–1,100 The market has raised expectations after the financial report. Base case: 1,127 EPS 5.4 and target P/E 28x. Stable execution without further rerating. Bull case: 1,386 EPS 6.0 and P/E 31x. Stronger execution, improved cash conversion and continued institutional rerating. Bear case: 840 EPS 4.9 and P/E 23x. Margin pressure, lower cash conversion and multiple contraction. At a price around 1,050–1,080, we are trading close to fair value and slightly below my base scenario. The upside still exists and the margin of safety is smaller than before. Now it is execution, cash conversion and capital discipline that must drive the next leg – not just the narrative of electrification. The trend is strong. But the price requires delivery.
·1 t sittenThanks, as always. It's great to have your thoughts to bounce ideas off of. Personally, I'm surprised that there hasn't been a (real) dip in the segment, where Prysmian and Nexans have indeed fallen a bit from the top after the earnings reports, but not significantly. I think it will come. Not as a correction, but noticeably. In the longer term, the segment will undoubtedly rise.
·1 päivä sittenWhat an order intake NKT presented a record-breaking order intake of 13.5 billion euro, corresponding to a little over 100 billion DKK. At the start of the quarter, the order backlog was 10.2 billion euro or 76. billion DKK. NKT is facing this power adventure, where many cables will be needed. And what's good in the portfolio is that a lot is earned from selling those cables, and my expectation that many orders will come in. Neither a buy nor a sell recommendation.- ·3 päivää sittenFrom Nordnet: NKT (+7,3% 1056) has received a significant uplift in its price target from American Jefferies, which sets the highest price target of all among the brokerage houses that report to Bloomberg News. The price target has been raised to 1305 kr. from 1008 kr., and at the same time, Jefferies' buy recommendation is reiterated, according to a note. - A better start to the year, in our opinion, entails an upside risk to the expectations for 2026, as the decline in the transmission segment is less than feared and is expected to improve in the second half of the year, while the distribution segment does not yet benefit significantly from the new capacity, but will likely experience an acceleration in the second half of the year, writes Jefferies. Last Wednesday, the NKT share made a significant jump to a record high after strong first-quarter results.
- ·16.5. · MuokattuNKT – Week 21 Evaluation of week 20 The earnings week delivered. On May 13th, the numbers came – and the market reacted immediately. The stock opened at 995, traded up to 1.070 intraday and closed at 1.056 (+7.26 %) on very high volume. This means: • Clear break above 1.000 • New 52-week high at 1.070 • Earnings reaction was strong – not "sell the news" It was scenario 1: Beat and positive reception. The breakout is now both technically and fundamentally anchored. Next week I will review the earnings report, so I have an idea of Fair Value, Base case and Bull case targets. The technical picture now RSI is around 78 → overbought. ADX around 30 → trend strength intact. MA20 is around 955–960 and rising sharply. MA50 around 880–890. We have now had: • 770 → 960 • Correction to 900 • Acceleration towards 1.000 • Earnings breakout to 1.070 Key areas in week 21 Support: • 1.000 (new psychological main level) • 960–970 • 935–940 (MA20-zone) Resistance: • 1.070 (new high-zone) • 1.100 • 1.150 (projection) As long as 1.000 holds on a closing basis, the earnings breakout is intact. A fall back below 960 will indicate quick profit-taking. What does the earnings report mean structurally? The earnings report doesn't just change the price – it changes the reference point. 1.000 is now no longer resistance. It is potential support. The market has accepted a higher valuation level. This also means that pullbacks will probably be bought – but the pace may slow down after a +7 % day. My approach in week 21 I am holding. The most likely short-term course: • Consolidation above 1.000 • Possibly a throwback towards 1.000–970 • Subsequently, assessment of a new leg up towards 1150 The trend is strong – now it must prove that 1.000 can hold as a new foundation. 😎
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
8 päivää sitten
‧48 min
3,2424 DKK/osake
Viimeisin osinko
0,00%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
- ·4 t sittenNKT – Updated target price after Q1 2026 As promised, I have now reviewed Q1 2026 and updated my estimates. The financial report does not change the structural case – but it shifts the reference point. My updated levels: Fair Value (DCF): approx. 1,050 Based on updated cash flow expectations, 16% EBITDA margin and continued backlog conversion. Consensus target price: approx. 1,080–1,100 The market has raised expectations after the financial report. Base case: 1,127 EPS 5.4 and target P/E 28x. Stable execution without further rerating. Bull case: 1,386 EPS 6.0 and P/E 31x. Stronger execution, improved cash conversion and continued institutional rerating. Bear case: 840 EPS 4.9 and P/E 23x. Margin pressure, lower cash conversion and multiple contraction. At a price around 1,050–1,080, we are trading close to fair value and slightly below my base scenario. The upside still exists and the margin of safety is smaller than before. Now it is execution, cash conversion and capital discipline that must drive the next leg – not just the narrative of electrification. The trend is strong. But the price requires delivery.·1 t sittenThanks, as always. It's great to have your thoughts to bounce ideas off of. Personally, I'm surprised that there hasn't been a (real) dip in the segment, where Prysmian and Nexans have indeed fallen a bit from the top after the earnings reports, but not significantly. I think it will come. Not as a correction, but noticeably. In the longer term, the segment will undoubtedly rise.
- ·1 päivä sittenWhat an order intake NKT presented a record-breaking order intake of 13.5 billion euro, corresponding to a little over 100 billion DKK. At the start of the quarter, the order backlog was 10.2 billion euro or 76. billion DKK. NKT is facing this power adventure, where many cables will be needed. And what's good in the portfolio is that a lot is earned from selling those cables, and my expectation that many orders will come in. Neither a buy nor a sell recommendation.
- ·3 päivää sittenFrom Nordnet: NKT (+7,3% 1056) has received a significant uplift in its price target from American Jefferies, which sets the highest price target of all among the brokerage houses that report to Bloomberg News. The price target has been raised to 1305 kr. from 1008 kr., and at the same time, Jefferies' buy recommendation is reiterated, according to a note. - A better start to the year, in our opinion, entails an upside risk to the expectations for 2026, as the decline in the transmission segment is less than feared and is expected to improve in the second half of the year, while the distribution segment does not yet benefit significantly from the new capacity, but will likely experience an acceleration in the second half of the year, writes Jefferies. Last Wednesday, the NKT share made a significant jump to a record high after strong first-quarter results.
- ·16.5. · MuokattuNKT – Week 21 Evaluation of week 20 The earnings week delivered. On May 13th, the numbers came – and the market reacted immediately. The stock opened at 995, traded up to 1.070 intraday and closed at 1.056 (+7.26 %) on very high volume. This means: • Clear break above 1.000 • New 52-week high at 1.070 • Earnings reaction was strong – not "sell the news" It was scenario 1: Beat and positive reception. The breakout is now both technically and fundamentally anchored. Next week I will review the earnings report, so I have an idea of Fair Value, Base case and Bull case targets. The technical picture now RSI is around 78 → overbought. ADX around 30 → trend strength intact. MA20 is around 955–960 and rising sharply. MA50 around 880–890. We have now had: • 770 → 960 • Correction to 900 • Acceleration towards 1.000 • Earnings breakout to 1.070 Key areas in week 21 Support: • 1.000 (new psychological main level) • 960–970 • 935–940 (MA20-zone) Resistance: • 1.070 (new high-zone) • 1.100 • 1.150 (projection) As long as 1.000 holds on a closing basis, the earnings breakout is intact. A fall back below 960 will indicate quick profit-taking. What does the earnings report mean structurally? The earnings report doesn't just change the price – it changes the reference point. 1.000 is now no longer resistance. It is potential support. The market has accepted a higher valuation level. This also means that pullbacks will probably be bought – but the pace may slow down after a +7 % day. My approach in week 21 I am holding. The most likely short-term course: • Consolidation above 1.000 • Possibly a throwback towards 1.000–970 • Subsequently, assessment of a new leg up towards 1150 The trend is strong – now it must prove that 1.000 can hold as a new foundation. 😎
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 |
|---|---|---|---|---|
| 79 | - | - | ||
| 360 | - | - | ||
| 6 | - | - | ||
| 25 | - | - | ||
| 37 | - | - |
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 | 130 988 | 130 988 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 130 988 | 130 988 | 0 | 0 |
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 14.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 13.5. | ||
2025 Q4 -tulosraportti 25.2. | ||
2025 Q3 -tulosraportti 19.11.2025 | ||
2025 Q2 -tulosraportti 15.8.2025 | ||
2025 Q1 -tulosraportti 9.5.2025 |
2026 Q1 -tulosraportti
8 päivää sitten
‧48 min
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 14.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 13.5. | ||
2025 Q4 -tulosraportti 25.2. | ||
2025 Q3 -tulosraportti 19.11.2025 | ||
2025 Q2 -tulosraportti 15.8.2025 | ||
2025 Q1 -tulosraportti 9.5.2025 |
3,2424 DKK/osake
Viimeisin osinko
0,00%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·4 t sittenNKT – Updated target price after Q1 2026 As promised, I have now reviewed Q1 2026 and updated my estimates. The financial report does not change the structural case – but it shifts the reference point. My updated levels: Fair Value (DCF): approx. 1,050 Based on updated cash flow expectations, 16% EBITDA margin and continued backlog conversion. Consensus target price: approx. 1,080–1,100 The market has raised expectations after the financial report. Base case: 1,127 EPS 5.4 and target P/E 28x. Stable execution without further rerating. Bull case: 1,386 EPS 6.0 and P/E 31x. Stronger execution, improved cash conversion and continued institutional rerating. Bear case: 840 EPS 4.9 and P/E 23x. Margin pressure, lower cash conversion and multiple contraction. At a price around 1,050–1,080, we are trading close to fair value and slightly below my base scenario. The upside still exists and the margin of safety is smaller than before. Now it is execution, cash conversion and capital discipline that must drive the next leg – not just the narrative of electrification. The trend is strong. But the price requires delivery.·1 t sittenThanks, as always. It's great to have your thoughts to bounce ideas off of. Personally, I'm surprised that there hasn't been a (real) dip in the segment, where Prysmian and Nexans have indeed fallen a bit from the top after the earnings reports, but not significantly. I think it will come. Not as a correction, but noticeably. In the longer term, the segment will undoubtedly rise.
- ·1 päivä sittenWhat an order intake NKT presented a record-breaking order intake of 13.5 billion euro, corresponding to a little over 100 billion DKK. At the start of the quarter, the order backlog was 10.2 billion euro or 76. billion DKK. NKT is facing this power adventure, where many cables will be needed. And what's good in the portfolio is that a lot is earned from selling those cables, and my expectation that many orders will come in. Neither a buy nor a sell recommendation.
- ·3 päivää sittenFrom Nordnet: NKT (+7,3% 1056) has received a significant uplift in its price target from American Jefferies, which sets the highest price target of all among the brokerage houses that report to Bloomberg News. The price target has been raised to 1305 kr. from 1008 kr., and at the same time, Jefferies' buy recommendation is reiterated, according to a note. - A better start to the year, in our opinion, entails an upside risk to the expectations for 2026, as the decline in the transmission segment is less than feared and is expected to improve in the second half of the year, while the distribution segment does not yet benefit significantly from the new capacity, but will likely experience an acceleration in the second half of the year, writes Jefferies. Last Wednesday, the NKT share made a significant jump to a record high after strong first-quarter results.
- ·16.5. · MuokattuNKT – Week 21 Evaluation of week 20 The earnings week delivered. On May 13th, the numbers came – and the market reacted immediately. The stock opened at 995, traded up to 1.070 intraday and closed at 1.056 (+7.26 %) on very high volume. This means: • Clear break above 1.000 • New 52-week high at 1.070 • Earnings reaction was strong – not "sell the news" It was scenario 1: Beat and positive reception. The breakout is now both technically and fundamentally anchored. Next week I will review the earnings report, so I have an idea of Fair Value, Base case and Bull case targets. The technical picture now RSI is around 78 → overbought. ADX around 30 → trend strength intact. MA20 is around 955–960 and rising sharply. MA50 around 880–890. We have now had: • 770 → 960 • Correction to 900 • Acceleration towards 1.000 • Earnings breakout to 1.070 Key areas in week 21 Support: • 1.000 (new psychological main level) • 960–970 • 935–940 (MA20-zone) Resistance: • 1.070 (new high-zone) • 1.100 • 1.150 (projection) As long as 1.000 holds on a closing basis, the earnings breakout is intact. A fall back below 960 will indicate quick profit-taking. What does the earnings report mean structurally? The earnings report doesn't just change the price – it changes the reference point. 1.000 is now no longer resistance. It is potential support. The market has accepted a higher valuation level. This also means that pullbacks will probably be bought – but the pace may slow down after a +7 % day. My approach in week 21 I am holding. The most likely short-term course: • Consolidation above 1.000 • Possibly a throwback towards 1.000–970 • Subsequently, assessment of a new leg up towards 1150 The trend is strong – now it must prove that 1.000 can hold as a new foundation. 😎
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 |
|---|---|---|---|---|
| 79 | - | - | ||
| 360 | - | - | ||
| 6 | - | - | ||
| 25 | - | - | ||
| 37 | - | - |
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 | 130 988 | 130 988 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 130 988 | 130 988 | 0 | 0 |