2025 Q3 -tulosraportti
80 päivää sitten1,00 SEK/osake
Viimeisin osinko
0,29 %Tuotto/v
Tarjoustasot
Nasdaq Stockholm
Määrä
Osto
705 532
Myynti
Määrä
713 579
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 519 | - | - | ||
| 892 | - | - | ||
| 36 | - | - | ||
| 100 | - | - | ||
| 200 | - | - |
Ylin
704,7VWAP
Alin
685,3VaihtoMäärä
4 018,5 5 772 917
VWAP
Ylin
704,7Alin
685,3VaihtoMäärä
4 018,5 5 772 917
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Nordea Bank Abp | 84 000 | 84 000 | 0 | 84 000 |
| Anonyymi | 5 677 417 | 5 677 417 | 0 | 0 |
| Skandinaviska Enskilda Banken AB | 11 500 | 11 500 | 0 | 11 500 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Nordea Bank Abp | 84 000 | 84 000 | 0 | 84 000 |
| Anonyymi | 5 677 417 | 5 677 417 | 0 | 0 |
| Skandinaviska Enskilda Banken AB | 11 500 | 11 500 | 0 | 11 500 |
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 5.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 24.10.2025 | |
| 2025 Q2 -tulosraportti | 18.7.2025 | |
| 2025 Q1 -tulosraportti | 25.4.2025 | |
| Vuosittainen yhtiökokous 2025 | 10.4.2025 | |
| 2024 Q4 -tulosraportti | 7.2.2025 |
Datan lähde: Quartr, FactSet
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·4 t sittenSorry, I've slipped up a bit here and maybe I'll slip up again. If there is 20% EBIT growth annually based on the full year 2024, then the company is priced at 700, at P/E 2035 of 12,14 and EBIT for the year 2035 must land at approx. 39,7 Billion SEK, compared to EBIT of approx. 5,4 Billion for 2024. If they are to be able to land on these figures, then in 2035 they must have annual sales/revenue equivalent to more than double their entire current total order backlog?? Around 10x EBIT 2035, approx. 397 Billion. What must the total order backlog be then, 3x that again? So maybe they manage to improve the margins somewhat, which makes the calculation look a bit better, but anyway, like. The point is probably that it's completely wild pricing as said at 700 and very unrealistic that they will manage to grow so much that it justifies today's pricing or higher. I'm a bit muddled here, just thinking aloud, please correct me and throw some numbers on the table or other perspectives, I want to understand what I don't get here. I understand hype and unrest in the world move the stock, but I cannot understand that it is worth so much. To me it looks like faith and hope before the bubble bursts. When it is to be priced on fundamentals sometime, it must go down sharply in my opinion.
·2 t sittenThinking in relation to their revenues the last couple of years, one should just continue, especially also with all the war there is. But then when the war is over, people would still be worried and have armed their forces, so I guess we end up higher than now.
·1 t sittenI understand your thinking, and it's a common line of reasoning. One looks at the increased turnover in recent years, sees the massive rearmament underway, and concludes that it's just going to continue, especially with everything happening in the world. The reasoning also relies on the idea that even when a war is over, the unrest will remain, and defense levels will be higher than before. What is often forgotten is how extremely abnormally the stock market behaves when a war actually breaks out. During the Second World War, the stock exchange honestly became so dysfunctional that it practically ceased to function as a market. Trading was frozen periodically, in some cases completely, while information was heavily censored. Prices did not reflect the companies' value but political decisions, rumors, and pure panic. The market was no longer a tool for pricing, but an uncertain and politically controlled system. The defense industry was no exception. Companies could have full order books and still not create any meaningful shareholder value, because the state controlled production, prices, and profits. In practice, you could own shares that could not be sold, could not be valued correctly, and which for long periods were completely decoupled from both real demand and future prospects. The point is that the stock market during a real major war does not behave as an investment at all. The logic we use in peacetime – turnover, growth, multiples, and future demand – completely breaks down when uncertainty becomes total and the state takes control. Therefore, I would, quite honestly for your own sake, recommend that you read up on what actually happened to stock exchanges during the Second World War. Even if the market looks different today, human psychology is the same, and history usually makes investors significantly more cautious about investing in the hope of war rather than in the hope of long-term stability.- ·7 t sittenAm I thinking correctly when I roughly estimate that Saab will be left with approximately 10% EBIT of the entire order backlog as of today? Spread out over several years in relation to sales/revenue per year? Then approximately 21% tax comes on top. The company value has increased by almost 136 Billion SEK from a share price of 450, earnings for 2024 after tax were approximately 4.2 Billion SEK. Isn't there an incredible decoupling for the share price development in relation to what one can expect the company to earn in the future? The company is valued at 20% annual EBIT growth until 2035, with a P/E then in 2035 of 15.5 if they were to achieve it. I can never imagine they will achieve an EBIT of 31 Billion SEK in 2035. Obvious short/sell here? What do you who are buying the company at 700 now think, what is the logic? Orders orders? Or am I completely wrong about the numbers.
- 7 t sitten7 t sittenTämä julkaisu on poistettu.
·7 t sittenSounds reasonable... I'm holding my shorts...
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
80 päivää sitten1,00 SEK/osake
Viimeisin osinko
0,29 %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 sittenSorry, I've slipped up a bit here and maybe I'll slip up again. If there is 20% EBIT growth annually based on the full year 2024, then the company is priced at 700, at P/E 2035 of 12,14 and EBIT for the year 2035 must land at approx. 39,7 Billion SEK, compared to EBIT of approx. 5,4 Billion for 2024. If they are to be able to land on these figures, then in 2035 they must have annual sales/revenue equivalent to more than double their entire current total order backlog?? Around 10x EBIT 2035, approx. 397 Billion. What must the total order backlog be then, 3x that again? So maybe they manage to improve the margins somewhat, which makes the calculation look a bit better, but anyway, like. The point is probably that it's completely wild pricing as said at 700 and very unrealistic that they will manage to grow so much that it justifies today's pricing or higher. I'm a bit muddled here, just thinking aloud, please correct me and throw some numbers on the table or other perspectives, I want to understand what I don't get here. I understand hype and unrest in the world move the stock, but I cannot understand that it is worth so much. To me it looks like faith and hope before the bubble bursts. When it is to be priced on fundamentals sometime, it must go down sharply in my opinion.·2 t sittenThinking in relation to their revenues the last couple of years, one should just continue, especially also with all the war there is. But then when the war is over, people would still be worried and have armed their forces, so I guess we end up higher than now.·1 t sittenI understand your thinking, and it's a common line of reasoning. One looks at the increased turnover in recent years, sees the massive rearmament underway, and concludes that it's just going to continue, especially with everything happening in the world. The reasoning also relies on the idea that even when a war is over, the unrest will remain, and defense levels will be higher than before. What is often forgotten is how extremely abnormally the stock market behaves when a war actually breaks out. During the Second World War, the stock exchange honestly became so dysfunctional that it practically ceased to function as a market. Trading was frozen periodically, in some cases completely, while information was heavily censored. Prices did not reflect the companies' value but political decisions, rumors, and pure panic. The market was no longer a tool for pricing, but an uncertain and politically controlled system. The defense industry was no exception. Companies could have full order books and still not create any meaningful shareholder value, because the state controlled production, prices, and profits. In practice, you could own shares that could not be sold, could not be valued correctly, and which for long periods were completely decoupled from both real demand and future prospects. The point is that the stock market during a real major war does not behave as an investment at all. The logic we use in peacetime – turnover, growth, multiples, and future demand – completely breaks down when uncertainty becomes total and the state takes control. Therefore, I would, quite honestly for your own sake, recommend that you read up on what actually happened to stock exchanges during the Second World War. Even if the market looks different today, human psychology is the same, and history usually makes investors significantly more cautious about investing in the hope of war rather than in the hope of long-term stability.
- ·7 t sittenAm I thinking correctly when I roughly estimate that Saab will be left with approximately 10% EBIT of the entire order backlog as of today? Spread out over several years in relation to sales/revenue per year? Then approximately 21% tax comes on top. The company value has increased by almost 136 Billion SEK from a share price of 450, earnings for 2024 after tax were approximately 4.2 Billion SEK. Isn't there an incredible decoupling for the share price development in relation to what one can expect the company to earn in the future? The company is valued at 20% annual EBIT growth until 2035, with a P/E then in 2035 of 15.5 if they were to achieve it. I can never imagine they will achieve an EBIT of 31 Billion SEK in 2035. Obvious short/sell here? What do you who are buying the company at 700 now think, what is the logic? Orders orders? Or am I completely wrong about the numbers.
- 7 t sitten7 t sittenTämä julkaisu on poistettu.·7 t sittenSounds reasonable... I'm holding my shorts...
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 Stockholm
Määrä
Osto
705 532
Myynti
Määrä
713 579
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 519 | - | - | ||
| 892 | - | - | ||
| 36 | - | - | ||
| 100 | - | - | ||
| 200 | - | - |
Ylin
704,7VWAP
Alin
685,3VaihtoMäärä
4 018,5 5 772 917
VWAP
Ylin
704,7Alin
685,3VaihtoMäärä
4 018,5 5 772 917
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Nordea Bank Abp | 84 000 | 84 000 | 0 | 84 000 |
| Anonyymi | 5 677 417 | 5 677 417 | 0 | 0 |
| Skandinaviska Enskilda Banken AB | 11 500 | 11 500 | 0 | 11 500 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Nordea Bank Abp | 84 000 | 84 000 | 0 | 84 000 |
| Anonyymi | 5 677 417 | 5 677 417 | 0 | 0 |
| Skandinaviska Enskilda Banken AB | 11 500 | 11 500 | 0 | 11 500 |
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 5.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 24.10.2025 | |
| 2025 Q2 -tulosraportti | 18.7.2025 | |
| 2025 Q1 -tulosraportti | 25.4.2025 | |
| Vuosittainen yhtiökokous 2025 | 10.4.2025 | |
| 2024 Q4 -tulosraportti | 7.2.2025 |
Datan lähde: Quartr, FactSet
2025 Q3 -tulosraportti
80 päivää sittenUutiset
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 | |
|---|---|
| 2025 Q4 -tulosraportti | 5.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 24.10.2025 | |
| 2025 Q2 -tulosraportti | 18.7.2025 | |
| 2025 Q1 -tulosraportti | 25.4.2025 | |
| Vuosittainen yhtiökokous 2025 | 10.4.2025 | |
| 2024 Q4 -tulosraportti | 7.2.2025 |
Datan lähde: Quartr, FactSet
1,00 SEK/osake
Viimeisin osinko
0,29 %Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·4 t sittenSorry, I've slipped up a bit here and maybe I'll slip up again. If there is 20% EBIT growth annually based on the full year 2024, then the company is priced at 700, at P/E 2035 of 12,14 and EBIT for the year 2035 must land at approx. 39,7 Billion SEK, compared to EBIT of approx. 5,4 Billion for 2024. If they are to be able to land on these figures, then in 2035 they must have annual sales/revenue equivalent to more than double their entire current total order backlog?? Around 10x EBIT 2035, approx. 397 Billion. What must the total order backlog be then, 3x that again? So maybe they manage to improve the margins somewhat, which makes the calculation look a bit better, but anyway, like. The point is probably that it's completely wild pricing as said at 700 and very unrealistic that they will manage to grow so much that it justifies today's pricing or higher. I'm a bit muddled here, just thinking aloud, please correct me and throw some numbers on the table or other perspectives, I want to understand what I don't get here. I understand hype and unrest in the world move the stock, but I cannot understand that it is worth so much. To me it looks like faith and hope before the bubble bursts. When it is to be priced on fundamentals sometime, it must go down sharply in my opinion.·2 t sittenThinking in relation to their revenues the last couple of years, one should just continue, especially also with all the war there is. But then when the war is over, people would still be worried and have armed their forces, so I guess we end up higher than now.·1 t sittenI understand your thinking, and it's a common line of reasoning. One looks at the increased turnover in recent years, sees the massive rearmament underway, and concludes that it's just going to continue, especially with everything happening in the world. The reasoning also relies on the idea that even when a war is over, the unrest will remain, and defense levels will be higher than before. What is often forgotten is how extremely abnormally the stock market behaves when a war actually breaks out. During the Second World War, the stock exchange honestly became so dysfunctional that it practically ceased to function as a market. Trading was frozen periodically, in some cases completely, while information was heavily censored. Prices did not reflect the companies' value but political decisions, rumors, and pure panic. The market was no longer a tool for pricing, but an uncertain and politically controlled system. The defense industry was no exception. Companies could have full order books and still not create any meaningful shareholder value, because the state controlled production, prices, and profits. In practice, you could own shares that could not be sold, could not be valued correctly, and which for long periods were completely decoupled from both real demand and future prospects. The point is that the stock market during a real major war does not behave as an investment at all. The logic we use in peacetime – turnover, growth, multiples, and future demand – completely breaks down when uncertainty becomes total and the state takes control. Therefore, I would, quite honestly for your own sake, recommend that you read up on what actually happened to stock exchanges during the Second World War. Even if the market looks different today, human psychology is the same, and history usually makes investors significantly more cautious about investing in the hope of war rather than in the hope of long-term stability.
- ·7 t sittenAm I thinking correctly when I roughly estimate that Saab will be left with approximately 10% EBIT of the entire order backlog as of today? Spread out over several years in relation to sales/revenue per year? Then approximately 21% tax comes on top. The company value has increased by almost 136 Billion SEK from a share price of 450, earnings for 2024 after tax were approximately 4.2 Billion SEK. Isn't there an incredible decoupling for the share price development in relation to what one can expect the company to earn in the future? The company is valued at 20% annual EBIT growth until 2035, with a P/E then in 2035 of 15.5 if they were to achieve it. I can never imagine they will achieve an EBIT of 31 Billion SEK in 2035. Obvious short/sell here? What do you who are buying the company at 700 now think, what is the logic? Orders orders? Or am I completely wrong about the numbers.
- 7 t sitten7 t sittenTämä julkaisu on poistettu.·7 t sittenSounds reasonable... I'm holding my shorts...
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 Stockholm
Määrä
Osto
705 532
Myynti
Määrä
713 579
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 519 | - | - | ||
| 892 | - | - | ||
| 36 | - | - | ||
| 100 | - | - | ||
| 200 | - | - |
Ylin
704,7VWAP
Alin
685,3VaihtoMäärä
4 018,5 5 772 917
VWAP
Ylin
704,7Alin
685,3VaihtoMäärä
4 018,5 5 772 917
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Nordea Bank Abp | 84 000 | 84 000 | 0 | 84 000 |
| Anonyymi | 5 677 417 | 5 677 417 | 0 | 0 |
| Skandinaviska Enskilda Banken AB | 11 500 | 11 500 | 0 | 11 500 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Nordea Bank Abp | 84 000 | 84 000 | 0 | 84 000 |
| Anonyymi | 5 677 417 | 5 677 417 | 0 | 0 |
| Skandinaviska Enskilda Banken AB | 11 500 | 11 500 | 0 | 11 500 |