2026 Q1 -tulosraportti
46 päivää sitten
‧39 min
1,3532 SEK/osake
Viimeisin osinko
0,00%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 28.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 7.5. | ||
2025 Q4 -tulosraportti 29.1. | ||
2025 Q3 -tulosraportti 30.10.2025 | ||
2025 Q2 -tulosraportti 25.7.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
11 t sitten11 t sittenHow does the rights issue change Intrum’s intrinsic value? I just published my proforma analysis and calculation. It might work at the 2.45 SEK subscription price, but even then the margin of safety still feels thin to me personally. My calculation yields an intrinsic value of 2.74 SEK per share (ranging from 2.0-4.0 SEK depending on required rate of return). A sell-off when the newly-issued shares hit the market may provide a better entry point. Read the full breakdown here: https://thenorthside.substack.com/p/revisiting-intrum-and-its-rights
·6 t sittenB) B. Buying extra subscription rights Here I become more cautious. The article strengthens my previous opinion: I would be cautious about buying extra subscription rights at these levels. You would then increase the risk in an extremely indebted turnaround-case where there could be strong selling pressure after BTAs/new shares are issued. My summary conclusion The article makes me more cautious, not more positive. My opinion after reading it is: Question My assessment Will Intrum survive? Probably yes Are bondholders better protected now? Yes Is the stock automatically cheap at 3.50 kr? No Is 2.45 kr a more interesting level? Yes, but still risky Should one buy extra subscription rights? I would have been very cautious Risk of selling pressure after issue? Yes, high risk My practical conclusion to you is: If you strongly believe in Intrum in the long term, it might be reasonable to use your own subscription rights, but I would not aggressively buy extra subscription rights. If you don't want to take more risk in Intrum, the article is rather an argument to sell the subscription rights while they still have good value. At today's share price around 3.546 kr, I personally would not see Intrum as an “obvious buy”. I would rather see it as a high-risk case where a good buying level according to the article is closer to 2.45–2.75 kr than 3.50 kr.
·20 t sittenToday is the final response day on Nordnet regarding the subscription rights and also if you apply for extra shares.
·13 t sittenIt is now the 28,6 which is the last day
·10 t sitten · MuokattuThe ones you already have are the last today? The ones you buy this week are the last on 28.6? So you are both right !?- ·2 päivää sittenNow I plan to celebrate Midsummer (St Hans) but work first, weekly bookkeeping. Swedish stock portfolios still underperforming YTD and likely to be so for a while. Fortunately, my other investments are doing well. Total investments are in positive territory this year. Intrum is still my largest Swedish stock and accounts for approx 15% of my total investments (stocks funds etc. excl pensions) . Wishing all Intrum friends a really nice Midsummer! Now herring and a little one are coming........
·3 päivää sitten · MuokattuGot in again yesterday. But we must find a way to communicate here, without talking the share price up or down. I had a small position in Viaplay before the share issue (mostly to follow along) the share issue was set at 1 kr. But we were between 0.5 and 0.8 for a year before we started to come up again. And we must expect significant downward pressure, when so many shares at 2.45 kr will soon be released. What are your thoughts? I am long regardless, but my opinion of the management is not good!
·1 päivä sittenMore investments in NPL together with partners. This improves the cash flow. They themselves believe they will get between 1-2 billion in improvements. Chairman of the board must contribute significant sums. CEO with around 10 million. Previously, Intrum was valued at around 5 billion. A rights issue of 7.5 should at least have a market cap of at least 12 billion. The cost program seems to bite, is ahead of schedule. Growth will probably start with NPL also synergies over to servicing, The synergies above should yield a justified value of 25 billion in the not too distant future.
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
46 päivää sitten
‧39 min
1,3532 SEK/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
- 11 t sitten11 t sittenHow does the rights issue change Intrum’s intrinsic value? I just published my proforma analysis and calculation. It might work at the 2.45 SEK subscription price, but even then the margin of safety still feels thin to me personally. My calculation yields an intrinsic value of 2.74 SEK per share (ranging from 2.0-4.0 SEK depending on required rate of return). A sell-off when the newly-issued shares hit the market may provide a better entry point. Read the full breakdown here: https://thenorthside.substack.com/p/revisiting-intrum-and-its-rights·6 t sittenB) B. Buying extra subscription rights Here I become more cautious. The article strengthens my previous opinion: I would be cautious about buying extra subscription rights at these levels. You would then increase the risk in an extremely indebted turnaround-case where there could be strong selling pressure after BTAs/new shares are issued. My summary conclusion The article makes me more cautious, not more positive. My opinion after reading it is: Question My assessment Will Intrum survive? Probably yes Are bondholders better protected now? Yes Is the stock automatically cheap at 3.50 kr? No Is 2.45 kr a more interesting level? Yes, but still risky Should one buy extra subscription rights? I would have been very cautious Risk of selling pressure after issue? Yes, high risk My practical conclusion to you is: If you strongly believe in Intrum in the long term, it might be reasonable to use your own subscription rights, but I would not aggressively buy extra subscription rights. If you don't want to take more risk in Intrum, the article is rather an argument to sell the subscription rights while they still have good value. At today's share price around 3.546 kr, I personally would not see Intrum as an “obvious buy”. I would rather see it as a high-risk case where a good buying level according to the article is closer to 2.45–2.75 kr than 3.50 kr.
- ·20 t sittenToday is the final response day on Nordnet regarding the subscription rights and also if you apply for extra shares.·13 t sittenIt is now the 28,6 which is the last day·10 t sitten · MuokattuThe ones you already have are the last today? The ones you buy this week are the last on 28.6? So you are both right !?
- ·2 päivää sittenNow I plan to celebrate Midsummer (St Hans) but work first, weekly bookkeeping. Swedish stock portfolios still underperforming YTD and likely to be so for a while. Fortunately, my other investments are doing well. Total investments are in positive territory this year. Intrum is still my largest Swedish stock and accounts for approx 15% of my total investments (stocks funds etc. excl pensions) . Wishing all Intrum friends a really nice Midsummer! Now herring and a little one are coming........
- ·3 päivää sitten · MuokattuGot in again yesterday. But we must find a way to communicate here, without talking the share price up or down. I had a small position in Viaplay before the share issue (mostly to follow along) the share issue was set at 1 kr. But we were between 0.5 and 0.8 for a year before we started to come up again. And we must expect significant downward pressure, when so many shares at 2.45 kr will soon be released. What are your thoughts? I am long regardless, but my opinion of the management is not good!·1 päivä sittenMore investments in NPL together with partners. This improves the cash flow. They themselves believe they will get between 1-2 billion in improvements. Chairman of the board must contribute significant sums. CEO with around 10 million. Previously, Intrum was valued at around 5 billion. A rights issue of 7.5 should at least have a market cap of at least 12 billion. The cost program seems to bite, is ahead of schedule. Growth will probably start with NPL also synergies over to servicing, The synergies above should yield a justified value of 25 billion in the not too distant future.
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 |
|---|---|---|---|---|
| - | - | - | - |
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
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 28.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 7.5. | ||
2025 Q4 -tulosraportti 29.1. | ||
2025 Q3 -tulosraportti 30.10.2025 | ||
2025 Q2 -tulosraportti 25.7.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 |
2026 Q1 -tulosraportti
46 päivää sitten
‧39 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 28.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 7.5. | ||
2025 Q4 -tulosraportti 29.1. | ||
2025 Q3 -tulosraportti 30.10.2025 | ||
2025 Q2 -tulosraportti 25.7.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 |
1,3532 SEK/osake
Viimeisin osinko
0,00%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- 11 t sitten11 t sittenHow does the rights issue change Intrum’s intrinsic value? I just published my proforma analysis and calculation. It might work at the 2.45 SEK subscription price, but even then the margin of safety still feels thin to me personally. My calculation yields an intrinsic value of 2.74 SEK per share (ranging from 2.0-4.0 SEK depending on required rate of return). A sell-off when the newly-issued shares hit the market may provide a better entry point. Read the full breakdown here: https://thenorthside.substack.com/p/revisiting-intrum-and-its-rights·6 t sittenB) B. Buying extra subscription rights Here I become more cautious. The article strengthens my previous opinion: I would be cautious about buying extra subscription rights at these levels. You would then increase the risk in an extremely indebted turnaround-case where there could be strong selling pressure after BTAs/new shares are issued. My summary conclusion The article makes me more cautious, not more positive. My opinion after reading it is: Question My assessment Will Intrum survive? Probably yes Are bondholders better protected now? Yes Is the stock automatically cheap at 3.50 kr? No Is 2.45 kr a more interesting level? Yes, but still risky Should one buy extra subscription rights? I would have been very cautious Risk of selling pressure after issue? Yes, high risk My practical conclusion to you is: If you strongly believe in Intrum in the long term, it might be reasonable to use your own subscription rights, but I would not aggressively buy extra subscription rights. If you don't want to take more risk in Intrum, the article is rather an argument to sell the subscription rights while they still have good value. At today's share price around 3.546 kr, I personally would not see Intrum as an “obvious buy”. I would rather see it as a high-risk case where a good buying level according to the article is closer to 2.45–2.75 kr than 3.50 kr.
- ·20 t sittenToday is the final response day on Nordnet regarding the subscription rights and also if you apply for extra shares.·13 t sittenIt is now the 28,6 which is the last day·10 t sitten · MuokattuThe ones you already have are the last today? The ones you buy this week are the last on 28.6? So you are both right !?
- ·2 päivää sittenNow I plan to celebrate Midsummer (St Hans) but work first, weekly bookkeeping. Swedish stock portfolios still underperforming YTD and likely to be so for a while. Fortunately, my other investments are doing well. Total investments are in positive territory this year. Intrum is still my largest Swedish stock and accounts for approx 15% of my total investments (stocks funds etc. excl pensions) . Wishing all Intrum friends a really nice Midsummer! Now herring and a little one are coming........
- ·3 päivää sitten · MuokattuGot in again yesterday. But we must find a way to communicate here, without talking the share price up or down. I had a small position in Viaplay before the share issue (mostly to follow along) the share issue was set at 1 kr. But we were between 0.5 and 0.8 for a year before we started to come up again. And we must expect significant downward pressure, when so many shares at 2.45 kr will soon be released. What are your thoughts? I am long regardless, but my opinion of the management is not good!·1 päivä sittenMore investments in NPL together with partners. This improves the cash flow. They themselves believe they will get between 1-2 billion in improvements. Chairman of the board must contribute significant sums. CEO with around 10 million. Previously, Intrum was valued at around 5 billion. A rights issue of 7.5 should at least have a market cap of at least 12 billion. The cost program seems to bite, is ahead of schedule. Growth will probably start with NPL also synergies over to servicing, The synergies above should yield a justified value of 25 billion in the not too distant future.
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 |
|---|---|---|---|---|
| - | - | - | - |
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
Dataa ei löytynyt