2025 Q4 -tulosraportti
34 päivää sitten
‧45 min
Tarjoustasot
Nasdaq Stockholm
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 717 | - | - | ||
| 3 142 | - | - | ||
| 4 253 | - | - | ||
| 459 | - | - | ||
| 990 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 8.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 6.2. | ||
2025 Q3 -tulosraportti 28.10.2025 | ||
2025 Q2 -tulosraportti 15.7.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 | ||
2024 Q4 -tulosraportti 7.2.2025 |
Asiakkaat katsoivat myös
Shareville
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Kirjaudu
·2 päivää sittenSurely there will be interest rate hikes?
·27.2.Balder after Selin and Castellum's "Back to Basics" – Who wins 2026? The thaw in the real estate sector is here, but the playing field has been fundamentally redrawn. While we see the Riksbank stabilizing the interest rate at 1.75 %, the sector's two giants face their biggest crossroads in decades. Link to the analysis: https://sparainvestera.substack.com/p/fredagsfighten-balder-vs-castellum In Balder, Erik Selin's step down from the CEO position marks the end of an era. Can Sharam Rahi manage the legacy while the company spins off Norion Bank and introduces D-shares? At the same time, Castellum is undertaking a brutal "Back to Basics" journey under Pål Ahlsén and Roger Akelius – where sales of public properties are exchanged for aggressive share buybacks at a 27 % discount. Are the office vacancies in Kista a drag for Castellum, or are their logistics portfolio and sustainability leadership the ace up their sleeve? I have taken a deep dive into "Fredagsfighten" where I pit the companies' balance sheets, ownership structures, and future prospects against each other.
·2.3.If you want logistics, I suggest Logistea, so you avoid unprofitable offices. Akelius is not entirely positive, runs its own race for its own benefit. Pål didn't deliver anything special before he was replaced by Rolf at Akelius is probably more of a puppet for Roger Akelius. Buy Balder
·19.2.
·21.2.What does he say? I don't have a subscription.·23.2.Carnegie fund manager Jonas Andersson points out that Nordic real estate stocks are still cheap, even though the sector's framework conditions have become much better. – Since late October last year, rising long-term interest rates have created headwinds for listed real estate stocks, notes Jonas Andersson, the manager of Carnegie Fastighetsfond Norden. – Since the end of January, the ten-year Swedish interest rate has, however, fallen almost 30 basis points, which would normally have given a good rise for real estate stocks. This time the effect has been more modest, but Andersson still sees good opportunities for a rebound in the sector. – Several European real estate stocks have already made a strong comeback, valuations in the Nordics are low, and the real estate companies' financing situation is favorable, he explains. THE OUTLOOK IS IMPROVING: Carnegie Fastighetsfond Norden's largest position is Balder, which has a diversified real estate portfolio with both residential and commercial buildings. Weak office segment Andersson is, however, a realist, and he also sees some negative aspects of the current situation. – A downside is that demand from tenants is still quite weak, especially in the office segment, he says. – My perception is indeed that we have reached the bottom in this trend, and that the demand for premises will slowly increase, in line with a general economic recovery. Given this backdrop, the manager believes that almost all Nordic real estate stocks are attractive now. The fund's largest position is Balder, which has a diversified real estate portfolio with both residential and commercial buildings as well as low pricing in relation to cash flow and net asset value. Likes Swedish hotel owner – Another favorite is hotel investor Pandox, which recently made an outstanding and large acquisition of Irish hotels, Andersson continues. – Generally, I also like companies with logistics, warehouse, and light industrial exposure, which typically provide high returns and good growth opportunities. In the latter category, the fund owns Sagax, Catena, Swedish Logistic Property, Logistea, NP3, and Emilshus. – Recently, however, I have reduced my position in the office company Fabege, as office is the weakest segment right now, Andersson states. – In the last year, the Fabege share price has also performed somewhat better than the average. The manager adds that the new major shareholder, the Fredriksen company Npro, is unlikely to bid for Fabege anytime soon. Valuations are still low – For S&P 500, Shiller's P/E is now near a record high. Does this entail risk for Nordic real estate stocks? – Many stock indices are also now near record highs, even in the Nordics, but in the real estate sector, both share prices and valuations are far from any "all-time high", Andersson replies. – In Sweden, share prices must double for real estate companies to reach a new record. The manager believes, however, that a sharp stock market decline in the USA will also create headwinds for Nordic real estate stocks. The effect is, however, expected to be smaller than for almost all other sectors. Recommendations Balder Pandox Sagax Catena Swedish Logistic Property Logistea
·13.2.I have bought 2500 shares Balder, as I don't quite understand the current pricing; 1. Dividends of SEK 5.3 are expected 2. Organic growth around 7% 3. Equity per share is 79 SEK 4. Long-term NAV is 94 SEK 5. Strong positioning in a Nordic market which is somewhat shielded from tariff threats and what have you. 6. Inflation is falling in the EU. Growth in SE is on the rise. The stock took a big hit when interest rates rose in 2022, and partially recovered. It was during this upturn that I gained my first experience with this company. I took the profit, but am now back and have acquired 2500 shares. Time will tell if the above is sufficient to give the stock tailwind for the next 12 months. Who knows.
·18.2.Do you have any sources for point 1 - dividend?
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 Q4 -tulosraportti
34 päivää sitten
‧45 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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·2 päivää sittenSurely there will be interest rate hikes?
- ·27.2.Balder after Selin and Castellum's "Back to Basics" – Who wins 2026? The thaw in the real estate sector is here, but the playing field has been fundamentally redrawn. While we see the Riksbank stabilizing the interest rate at 1.75 %, the sector's two giants face their biggest crossroads in decades. Link to the analysis: https://sparainvestera.substack.com/p/fredagsfighten-balder-vs-castellum In Balder, Erik Selin's step down from the CEO position marks the end of an era. Can Sharam Rahi manage the legacy while the company spins off Norion Bank and introduces D-shares? At the same time, Castellum is undertaking a brutal "Back to Basics" journey under Pål Ahlsén and Roger Akelius – where sales of public properties are exchanged for aggressive share buybacks at a 27 % discount. Are the office vacancies in Kista a drag for Castellum, or are their logistics portfolio and sustainability leadership the ace up their sleeve? I have taken a deep dive into "Fredagsfighten" where I pit the companies' balance sheets, ownership structures, and future prospects against each other.·2.3.If you want logistics, I suggest Logistea, so you avoid unprofitable offices. Akelius is not entirely positive, runs its own race for its own benefit. Pål didn't deliver anything special before he was replaced by Rolf at Akelius is probably more of a puppet for Roger Akelius. Buy Balder
- ·19.2.·21.2.What does he say? I don't have a subscription.·23.2.Carnegie fund manager Jonas Andersson points out that Nordic real estate stocks are still cheap, even though the sector's framework conditions have become much better. – Since late October last year, rising long-term interest rates have created headwinds for listed real estate stocks, notes Jonas Andersson, the manager of Carnegie Fastighetsfond Norden. – Since the end of January, the ten-year Swedish interest rate has, however, fallen almost 30 basis points, which would normally have given a good rise for real estate stocks. This time the effect has been more modest, but Andersson still sees good opportunities for a rebound in the sector. – Several European real estate stocks have already made a strong comeback, valuations in the Nordics are low, and the real estate companies' financing situation is favorable, he explains. THE OUTLOOK IS IMPROVING: Carnegie Fastighetsfond Norden's largest position is Balder, which has a diversified real estate portfolio with both residential and commercial buildings. Weak office segment Andersson is, however, a realist, and he also sees some negative aspects of the current situation. – A downside is that demand from tenants is still quite weak, especially in the office segment, he says. – My perception is indeed that we have reached the bottom in this trend, and that the demand for premises will slowly increase, in line with a general economic recovery. Given this backdrop, the manager believes that almost all Nordic real estate stocks are attractive now. The fund's largest position is Balder, which has a diversified real estate portfolio with both residential and commercial buildings as well as low pricing in relation to cash flow and net asset value. Likes Swedish hotel owner – Another favorite is hotel investor Pandox, which recently made an outstanding and large acquisition of Irish hotels, Andersson continues. – Generally, I also like companies with logistics, warehouse, and light industrial exposure, which typically provide high returns and good growth opportunities. In the latter category, the fund owns Sagax, Catena, Swedish Logistic Property, Logistea, NP3, and Emilshus. – Recently, however, I have reduced my position in the office company Fabege, as office is the weakest segment right now, Andersson states. – In the last year, the Fabege share price has also performed somewhat better than the average. The manager adds that the new major shareholder, the Fredriksen company Npro, is unlikely to bid for Fabege anytime soon. Valuations are still low – For S&P 500, Shiller's P/E is now near a record high. Does this entail risk for Nordic real estate stocks? – Many stock indices are also now near record highs, even in the Nordics, but in the real estate sector, both share prices and valuations are far from any "all-time high", Andersson replies. – In Sweden, share prices must double for real estate companies to reach a new record. The manager believes, however, that a sharp stock market decline in the USA will also create headwinds for Nordic real estate stocks. The effect is, however, expected to be smaller than for almost all other sectors. Recommendations Balder Pandox Sagax Catena Swedish Logistic Property Logistea
- ·13.2.I have bought 2500 shares Balder, as I don't quite understand the current pricing; 1. Dividends of SEK 5.3 are expected 2. Organic growth around 7% 3. Equity per share is 79 SEK 4. Long-term NAV is 94 SEK 5. Strong positioning in a Nordic market which is somewhat shielded from tariff threats and what have you. 6. Inflation is falling in the EU. Growth in SE is on the rise. The stock took a big hit when interest rates rose in 2022, and partially recovered. It was during this upturn that I gained my first experience with this company. I took the profit, but am now back and have acquired 2500 shares. Time will tell if the above is sufficient to give the stock tailwind for the next 12 months. Who knows.·18.2.Do you have any sources for point 1 - dividend?
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
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 717 | - | - | ||
| 3 142 | - | - | ||
| 4 253 | - | - | ||
| 459 | - | - | ||
| 990 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 8.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 6.2. | ||
2025 Q3 -tulosraportti 28.10.2025 | ||
2025 Q2 -tulosraportti 15.7.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 | ||
2024 Q4 -tulosraportti 7.2.2025 |
2025 Q4 -tulosraportti
34 päivää sitten
‧45 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 Q1 -tulosraportti 8.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 6.2. | ||
2025 Q3 -tulosraportti 28.10.2025 | ||
2025 Q2 -tulosraportti 15.7.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 | ||
2024 Q4 -tulosraportti 7.2.2025 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·2 päivää sittenSurely there will be interest rate hikes?
- ·27.2.Balder after Selin and Castellum's "Back to Basics" – Who wins 2026? The thaw in the real estate sector is here, but the playing field has been fundamentally redrawn. While we see the Riksbank stabilizing the interest rate at 1.75 %, the sector's two giants face their biggest crossroads in decades. Link to the analysis: https://sparainvestera.substack.com/p/fredagsfighten-balder-vs-castellum In Balder, Erik Selin's step down from the CEO position marks the end of an era. Can Sharam Rahi manage the legacy while the company spins off Norion Bank and introduces D-shares? At the same time, Castellum is undertaking a brutal "Back to Basics" journey under Pål Ahlsén and Roger Akelius – where sales of public properties are exchanged for aggressive share buybacks at a 27 % discount. Are the office vacancies in Kista a drag for Castellum, or are their logistics portfolio and sustainability leadership the ace up their sleeve? I have taken a deep dive into "Fredagsfighten" where I pit the companies' balance sheets, ownership structures, and future prospects against each other.·2.3.If you want logistics, I suggest Logistea, so you avoid unprofitable offices. Akelius is not entirely positive, runs its own race for its own benefit. Pål didn't deliver anything special before he was replaced by Rolf at Akelius is probably more of a puppet for Roger Akelius. Buy Balder
- ·19.2.·21.2.What does he say? I don't have a subscription.·23.2.Carnegie fund manager Jonas Andersson points out that Nordic real estate stocks are still cheap, even though the sector's framework conditions have become much better. – Since late October last year, rising long-term interest rates have created headwinds for listed real estate stocks, notes Jonas Andersson, the manager of Carnegie Fastighetsfond Norden. – Since the end of January, the ten-year Swedish interest rate has, however, fallen almost 30 basis points, which would normally have given a good rise for real estate stocks. This time the effect has been more modest, but Andersson still sees good opportunities for a rebound in the sector. – Several European real estate stocks have already made a strong comeback, valuations in the Nordics are low, and the real estate companies' financing situation is favorable, he explains. THE OUTLOOK IS IMPROVING: Carnegie Fastighetsfond Norden's largest position is Balder, which has a diversified real estate portfolio with both residential and commercial buildings. Weak office segment Andersson is, however, a realist, and he also sees some negative aspects of the current situation. – A downside is that demand from tenants is still quite weak, especially in the office segment, he says. – My perception is indeed that we have reached the bottom in this trend, and that the demand for premises will slowly increase, in line with a general economic recovery. Given this backdrop, the manager believes that almost all Nordic real estate stocks are attractive now. The fund's largest position is Balder, which has a diversified real estate portfolio with both residential and commercial buildings as well as low pricing in relation to cash flow and net asset value. Likes Swedish hotel owner – Another favorite is hotel investor Pandox, which recently made an outstanding and large acquisition of Irish hotels, Andersson continues. – Generally, I also like companies with logistics, warehouse, and light industrial exposure, which typically provide high returns and good growth opportunities. In the latter category, the fund owns Sagax, Catena, Swedish Logistic Property, Logistea, NP3, and Emilshus. – Recently, however, I have reduced my position in the office company Fabege, as office is the weakest segment right now, Andersson states. – In the last year, the Fabege share price has also performed somewhat better than the average. The manager adds that the new major shareholder, the Fredriksen company Npro, is unlikely to bid for Fabege anytime soon. Valuations are still low – For S&P 500, Shiller's P/E is now near a record high. Does this entail risk for Nordic real estate stocks? – Many stock indices are also now near record highs, even in the Nordics, but in the real estate sector, both share prices and valuations are far from any "all-time high", Andersson replies. – In Sweden, share prices must double for real estate companies to reach a new record. The manager believes, however, that a sharp stock market decline in the USA will also create headwinds for Nordic real estate stocks. The effect is, however, expected to be smaller than for almost all other sectors. Recommendations Balder Pandox Sagax Catena Swedish Logistic Property Logistea
- ·13.2.I have bought 2500 shares Balder, as I don't quite understand the current pricing; 1. Dividends of SEK 5.3 are expected 2. Organic growth around 7% 3. Equity per share is 79 SEK 4. Long-term NAV is 94 SEK 5. Strong positioning in a Nordic market which is somewhat shielded from tariff threats and what have you. 6. Inflation is falling in the EU. Growth in SE is on the rise. The stock took a big hit when interest rates rose in 2022, and partially recovered. It was during this upturn that I gained my first experience with this company. I took the profit, but am now back and have acquired 2500 shares. Time will tell if the above is sufficient to give the stock tailwind for the next 12 months. Who knows.·18.2.Do you have any sources for point 1 - dividend?
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
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 717 | - | - | ||
| 3 142 | - | - | ||
| 4 253 | - | - | ||
| 459 | - | - | ||
| 990 | - | - |
Välittäjätilasto
Dataa ei löytynyt