4,25 DKK/osake
Irtoamispäivä 20.3.
1,68%Tuotto/v
Tarjoustasot
Nasdaq Copenhagen
Määrä
Osto
99
Myynti
Määrä
302
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 33 | - | - | ||
| 49 | - | - | ||
| 1 | - | - | ||
| 188 | - | - | ||
| 7 | - | - |
Ylin
376,7VWAP
Alin
366,7VaihtoMäärä
119,7 322 992
VWAP
Ylin
376,7Alin
366,7VaihtoMäärä
119,7 322 992
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Nordea Bank Abp | 2 700 | 2 700 | 0 | 2 700 |
| Anonyymi | 334 571 | 334 571 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Nordea Bank Abp | 2 700 | 2 700 | 0 | 2 700 |
| Anonyymi | 334 571 | 334 571 | 0 | 0 |
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
Sijoittajakalenteri ei ole saatavilla | ||
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·4 t sittenThe new price targets from the analysts are actually quite decent. However, I don't know how Nordea and Jyske can be so optimistic about a target price of 515. It seems a bit of a stretch for it to come close to that in 2026.
·19 t sittenIt has gone a bit up and down, but is in the same place as 5 years ago. Shit what a boring stock
·1 päivä sittenSeveral key figures disappoint in Q4: Revenue: €996,6m (expected €1.064,9m) EBITDA: €364,6m (expected €374,6m) EBITDA margin: 36,6 % (in line) Organic growth for 2025 ends at 7 %, but Q4 was weak – especially due to 0 % growth in Energy & Tech. Exit from Russia/Belarus pulls approx. 1 percentage point out of growth. 2026 guidance: 5–7 % organic growth (consensus 6,5 %) EBITDA margin 37–38 % Food & Health and emerging markets drive growth, and cash flow is solid (>€770m). Dividend is proposed at 4,25 kr. The stock trades around 380 kr. with high valuation (TTM P/E ~48). The case requires continued stable growth and delivered synergies to defend the multiple. It was not a bad report, but they never surprise positively and constantly show signs of weakness in the top line.
·22 t sittenTTM p/e is not the best metric right here, as the last fiscal year was a clear EPS outlier. Furthermore, it is perhaps fairer to assess growth when it is completely cleansed of effects from exit, merger, etc. 6-7% growth with inelastic demand, a solid moat and good margins also justifies a certain premium. Otherwise, I do agree with what you so nicely write, and one must hope for somewhat more streamlined times going forward.
·1 päivä sittenI have great respet for Mr. Friss in Millionærklubben. Always great to listen to and very inspiring. However, I strongly disagree with his long-term assessment of the potential of Danish enzyme manufacturing. The manufacturing of proteases, lipases, cellulases and more no longer requires much know-how. Any Chinese and Indian company can can do that. Whether a bacterial strain yields 20 percent more or not, it doesn't matter much in the grand scheme of things. My point is that in the medium and long term, NN will probably see the price of enzymes fall relatively significantly. Personally, I think it's a new Novo story in the longer term.
·1 päivä sittenThe former Chr. Hansen (now: Food & Health biosolutions) constitutes 45% of sales in Novonesis. Why one has not been able to create +10% growth here - and find rationalization gains to increase earnings - is incomprehensible to me, and an expression of weak management.
·2 t sittenThe synergies have materialized, but new biotech products take time to get through on such a large scale that it causes significant swings in the financial statements. Especially the regulatory landscape is the big bottleneck and as such difficult for the company to influence. It's a political thing. Management is doing a good job, there is growth, of course, and plenty of emerging markets. But of course, that's rarely enough for short-term investors.
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.
4,25 DKK/osake
Irtoamispäivä 20.3.
1,68%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
- ·4 t sittenThe new price targets from the analysts are actually quite decent. However, I don't know how Nordea and Jyske can be so optimistic about a target price of 515. It seems a bit of a stretch for it to come close to that in 2026.
- ·19 t sittenIt has gone a bit up and down, but is in the same place as 5 years ago. Shit what a boring stock
- ·1 päivä sittenSeveral key figures disappoint in Q4: Revenue: €996,6m (expected €1.064,9m) EBITDA: €364,6m (expected €374,6m) EBITDA margin: 36,6 % (in line) Organic growth for 2025 ends at 7 %, but Q4 was weak – especially due to 0 % growth in Energy & Tech. Exit from Russia/Belarus pulls approx. 1 percentage point out of growth. 2026 guidance: 5–7 % organic growth (consensus 6,5 %) EBITDA margin 37–38 % Food & Health and emerging markets drive growth, and cash flow is solid (>€770m). Dividend is proposed at 4,25 kr. The stock trades around 380 kr. with high valuation (TTM P/E ~48). The case requires continued stable growth and delivered synergies to defend the multiple. It was not a bad report, but they never surprise positively and constantly show signs of weakness in the top line.·22 t sittenTTM p/e is not the best metric right here, as the last fiscal year was a clear EPS outlier. Furthermore, it is perhaps fairer to assess growth when it is completely cleansed of effects from exit, merger, etc. 6-7% growth with inelastic demand, a solid moat and good margins also justifies a certain premium. Otherwise, I do agree with what you so nicely write, and one must hope for somewhat more streamlined times going forward.
- ·1 päivä sittenI have great respet for Mr. Friss in Millionærklubben. Always great to listen to and very inspiring. However, I strongly disagree with his long-term assessment of the potential of Danish enzyme manufacturing. The manufacturing of proteases, lipases, cellulases and more no longer requires much know-how. Any Chinese and Indian company can can do that. Whether a bacterial strain yields 20 percent more or not, it doesn't matter much in the grand scheme of things. My point is that in the medium and long term, NN will probably see the price of enzymes fall relatively significantly. Personally, I think it's a new Novo story in the longer term.·1 päivä sittenThe former Chr. Hansen (now: Food & Health biosolutions) constitutes 45% of sales in Novonesis. Why one has not been able to create +10% growth here - and find rationalization gains to increase earnings - is incomprehensible to me, and an expression of weak management.·2 t sittenThe synergies have materialized, but new biotech products take time to get through on such a large scale that it causes significant swings in the financial statements. Especially the regulatory landscape is the big bottleneck and as such difficult for the company to influence. It's a political thing. Management is doing a good job, there is growth, of course, and plenty of emerging markets. But of course, that's rarely enough for short-term investors.
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
99
Myynti
Määrä
302
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 33 | - | - | ||
| 49 | - | - | ||
| 1 | - | - | ||
| 188 | - | - | ||
| 7 | - | - |
Ylin
376,7VWAP
Alin
366,7VaihtoMäärä
119,7 322 992
VWAP
Ylin
376,7Alin
366,7VaihtoMäärä
119,7 322 992
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Nordea Bank Abp | 2 700 | 2 700 | 0 | 2 700 |
| Anonyymi | 334 571 | 334 571 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Nordea Bank Abp | 2 700 | 2 700 | 0 | 2 700 |
| Anonyymi | 334 571 | 334 571 | 0 | 0 |
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
Sijoittajakalenteri ei ole saatavilla | ||
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
| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
Sijoittajakalenteri ei ole saatavilla | ||
4,25 DKK/osake
Irtoamispäivä 20.3.
1,68%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·4 t sittenThe new price targets from the analysts are actually quite decent. However, I don't know how Nordea and Jyske can be so optimistic about a target price of 515. It seems a bit of a stretch for it to come close to that in 2026.
- ·19 t sittenIt has gone a bit up and down, but is in the same place as 5 years ago. Shit what a boring stock
- ·1 päivä sittenSeveral key figures disappoint in Q4: Revenue: €996,6m (expected €1.064,9m) EBITDA: €364,6m (expected €374,6m) EBITDA margin: 36,6 % (in line) Organic growth for 2025 ends at 7 %, but Q4 was weak – especially due to 0 % growth in Energy & Tech. Exit from Russia/Belarus pulls approx. 1 percentage point out of growth. 2026 guidance: 5–7 % organic growth (consensus 6,5 %) EBITDA margin 37–38 % Food & Health and emerging markets drive growth, and cash flow is solid (>€770m). Dividend is proposed at 4,25 kr. The stock trades around 380 kr. with high valuation (TTM P/E ~48). The case requires continued stable growth and delivered synergies to defend the multiple. It was not a bad report, but they never surprise positively and constantly show signs of weakness in the top line.·22 t sittenTTM p/e is not the best metric right here, as the last fiscal year was a clear EPS outlier. Furthermore, it is perhaps fairer to assess growth when it is completely cleansed of effects from exit, merger, etc. 6-7% growth with inelastic demand, a solid moat and good margins also justifies a certain premium. Otherwise, I do agree with what you so nicely write, and one must hope for somewhat more streamlined times going forward.
- ·1 päivä sittenI have great respet for Mr. Friss in Millionærklubben. Always great to listen to and very inspiring. However, I strongly disagree with his long-term assessment of the potential of Danish enzyme manufacturing. The manufacturing of proteases, lipases, cellulases and more no longer requires much know-how. Any Chinese and Indian company can can do that. Whether a bacterial strain yields 20 percent more or not, it doesn't matter much in the grand scheme of things. My point is that in the medium and long term, NN will probably see the price of enzymes fall relatively significantly. Personally, I think it's a new Novo story in the longer term.·1 päivä sittenThe former Chr. Hansen (now: Food & Health biosolutions) constitutes 45% of sales in Novonesis. Why one has not been able to create +10% growth here - and find rationalization gains to increase earnings - is incomprehensible to me, and an expression of weak management.·2 t sittenThe synergies have materialized, but new biotech products take time to get through on such a large scale that it causes significant swings in the financial statements. Especially the regulatory landscape is the big bottleneck and as such difficult for the company to influence. It's a political thing. Management is doing a good job, there is growth, of course, and plenty of emerging markets. But of course, that's rarely enough for short-term investors.
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
99
Myynti
Määrä
302
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 33 | - | - | ||
| 49 | - | - | ||
| 1 | - | - | ||
| 188 | - | - | ||
| 7 | - | - |
Ylin
376,7VWAP
Alin
366,7VaihtoMäärä
119,7 322 992
VWAP
Ylin
376,7Alin
366,7VaihtoMäärä
119,7 322 992
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Nordea Bank Abp | 2 700 | 2 700 | 0 | 2 700 |
| Anonyymi | 334 571 | 334 571 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Nordea Bank Abp | 2 700 | 2 700 | 0 | 2 700 |
| Anonyymi | 334 571 | 334 571 | 0 | 0 |