2026 Q3 - tulosraportti
8 päivää sitten
‧39 min
1,3532 SEK/osake
Viimeisin osinko
0,00%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| 259 609 | ||
| 750 | ||
| 62 161 | ||
| 200 | ||
| 550 000 |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 28.1.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 23.10. | ||
2026 Q2 - tulosraportti 28.8. | ||
2026 Q1 - tulosraportti 7.5. | ||
2025 Q4 - tulosraportti 29.1. | ||
2025 Q3 - tulosraportti 30.10.2025 |
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
·4 t sitten · MuokattuI can debunk the myth that Christen Sveaas is the only one behind the support, he is not. But even better than that, Point72 Asset Management which operates as a multi-strategy hedge fund is also behind it, they are exploiting the short sellers to their own advantage or are in cahoots with them, buying like never before.....Now has 5.22% in Intrum a good second after Christen.... ;-) long nose to rödeorm and many others..... have a continued pleasant weekend now the panic for the short sellers continues on Monday ... -185495732 shares are to be bought back.
·8 t sittenWeekly and monthly bookkeeping done. Always nice to be in control. I have two Swedish portfolios (Avanza and Nordnet) full of turnaround cases, where Intrum is my largest holding. One portfolio with foreign equities, a couple with funds, endowment insurance (kapitalförsäkring) and premium pension. In total I am up YTD. But the turnaround cases are in the red YTD. This worries me very little since the investment horizon is 3 - 4 years. Wishing all Intrum friends a great weekend!
·9 t sittenAsked AI how the tech downturn could affect Intrum Could the drop in AI stocks actually turn out to be positive for Intrum? The recent days sharp price drops in US AI and tech stocks have created uncertainty in the stock markets. But I actually believe that the development in the long run could prove to be positive for companies like Intrum. This naturally depends on whether we see a normal correction in tech stocks or the beginning of a broader economic crisis. 1. Capital can shift from technology to European value stocks In recent years, enormous amounts of capital have been concentrated around US tech companies and AI. Many of these companies trade at high valuations, based on expectations of significant future growth. If investors begin to reduce their exposure to AI, the capital must be placed elsewhere. Here, European companies with more traditional business models can become interesting. Intrum is naturally not without risk, but the companys valuation already reflects significant uncertainty regarding debt, earnings, and refinancing. If the market starts to focus more on companies with the potential for operational improvements rather than high growth expectations, Intrum could potentially attract more attention. 2. Lower interest rates can become a major advantage One of the most interesting results of falling tech stocks is that investors often seek out government bonds. This can push long-term market interest rates down. For a company like Intrum, which is working to reduce and refinance a significant debt, this can be extremely interesting. If European market interest rates fall while the credit market remains stable, Intrum could in the long run get the opportunity to refinance debt on more attractive terms. Even relatively small improvements in financing costs can matter for a company with debt. 3. Intrum is already actively working with its debt It is worth noting that Intrum has just announced an offer to buy back bonds for up to 100 million euros. This comes after previous buybacks and shows that management continues the work of handling debt maturities. If Intrum can combine bond repurchases, better operating earnings, and a more favorable interest rate market, the companys financial situation can gradually improve. In my opinion, this is far more important for the long-term stock price than the daily price fluctuations. 4. Intrum is not dependent on the AI boom Intrums core business is debt collection, credit management, and investment in distressed debt portfolios. Demand for these services does not directly depend on whether Nvidia, Microsoft, or other tech companies live up to the markets AI expectations. On the contrary, a more challenging economy can increase the need for professional debt recovery and create opportunities to buy new debt portfolios at attractive prices. This does not mean that a recession is automatically positive. More defaults can also make it more difficult to recover the money. But Intrum operates in an industry that still has a function even when investors lose interest in the most popular growth stocks. 5. The possibility of a revaluation of Intrum I believe the market is currently focusing a lot on Intrums problems and relatively little on the opportunities for a gradual recovery. We have a company with a significant European market position, ongoing efficiency improvements, active debt management, and new significant financial players surrounding the company. If management manages to improve Servicing earnings, reduce debt, and complete refinancing on acceptable terms, investors may in time begin to value Intrum differently. My conclusion I do not necessarily see the drop in AI stocks as a threat to Intrum. On the contrary, it can create some interesting opportunities: Capital rotation from highly valued tech stocks to other sectors. Lower European market interest rates. Better refinancing opportunities if credit spreads remain stable. Greater investor interest in companies with potential for economic recovery. Of course, a genuine global financial crisis could also hit Intrum. Therefore, it is crucial that the turmoil does not spread to the credit market. But if we merely experience the AI bubble losing some air without the broader economy being seriously affected, the development could actually become an advantage for Intrum. For me, what is crucial is not where the Intrum stock trades next week, but whether the company stands with lower debt, better earnings, and a stronger capital structure in 3–4 years.
What strikes me is all the "ifs". That is probably what the crux of the matter is, we know nothing about the future. But Intrum as a horror scenario, or conversely a golden egg next week, we can forget. //TokJohan
·22 t sitten · MuokattuPoint 72's first investment in Sweden! They have discovered an undervalued company with potential, why else would they buy over 5 % of the company, and invest the equivalent of 320 million, it sounds logical but could there be a battle for the shares in the company, a simple calculation shows that intrum is worth, servicing over 30 billion and npl over 20 billion and the loans at around 37 billion, the clever part is that the bond loans can be bought back for say 90 %, at least 15 billion in surplus value in such a calculation, or 4.70 per share, a buyer who can also inject capital to lower interest rates further. We will see what happens in the near future, if they increase significantly further then there could be big things in the works.@Security Point72, does not automatically have to be something positive. We do not know their motive for the purchase. But of course we hope that Point 72 has invested in a long position. As usual, time will tell cause and effect. 🤓 //TokJohan- ·1 päivä sitten2 SEK flat right now today. Probably goes below two crowns next week which could be BLOOD-RED on the stock exchange.
A quick tip, check the flow before you post. You might have a point that we could be facing a bad stock market week considering how the index will perform, but definitely not down for Intrum. AFTER CLOSING came the news that one of the world's most successful hedge funds has taken a bullish bet on Intrum and grabbed five percent of the pie. Honestly, this is turning into a total nightmare for those who shorted, and I have zero empathy when things go south for short position holders. In just over a day, shares equivalent to just under the total short interest have disappeared from the free float. So no chance Intrum is going down next week, this player could sell some of their football players and buy out Intrum from the stock exchange. Very nice news - and I am not the least bit surprised. And thanks once again Tommy for your cawing last Friday, without you I would never have gotten in this cheap.
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.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q3 - tulosraportti
8 päivää sitten
‧39 min
1,3532 SEK/osake
Viimeisin osinko
0,00%Tuotto/v
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
- ·4 t sitten · MuokattuI can debunk the myth that Christen Sveaas is the only one behind the support, he is not. But even better than that, Point72 Asset Management which operates as a multi-strategy hedge fund is also behind it, they are exploiting the short sellers to their own advantage or are in cahoots with them, buying like never before.....Now has 5.22% in Intrum a good second after Christen.... ;-) long nose to rödeorm and many others..... have a continued pleasant weekend now the panic for the short sellers continues on Monday ... -185495732 shares are to be bought back.
- ·8 t sittenWeekly and monthly bookkeeping done. Always nice to be in control. I have two Swedish portfolios (Avanza and Nordnet) full of turnaround cases, where Intrum is my largest holding. One portfolio with foreign equities, a couple with funds, endowment insurance (kapitalförsäkring) and premium pension. In total I am up YTD. But the turnaround cases are in the red YTD. This worries me very little since the investment horizon is 3 - 4 years. Wishing all Intrum friends a great weekend!
- ·9 t sittenAsked AI how the tech downturn could affect Intrum Could the drop in AI stocks actually turn out to be positive for Intrum? The recent days sharp price drops in US AI and tech stocks have created uncertainty in the stock markets. But I actually believe that the development in the long run could prove to be positive for companies like Intrum. This naturally depends on whether we see a normal correction in tech stocks or the beginning of a broader economic crisis. 1. Capital can shift from technology to European value stocks In recent years, enormous amounts of capital have been concentrated around US tech companies and AI. Many of these companies trade at high valuations, based on expectations of significant future growth. If investors begin to reduce their exposure to AI, the capital must be placed elsewhere. Here, European companies with more traditional business models can become interesting. Intrum is naturally not without risk, but the companys valuation already reflects significant uncertainty regarding debt, earnings, and refinancing. If the market starts to focus more on companies with the potential for operational improvements rather than high growth expectations, Intrum could potentially attract more attention. 2. Lower interest rates can become a major advantage One of the most interesting results of falling tech stocks is that investors often seek out government bonds. This can push long-term market interest rates down. For a company like Intrum, which is working to reduce and refinance a significant debt, this can be extremely interesting. If European market interest rates fall while the credit market remains stable, Intrum could in the long run get the opportunity to refinance debt on more attractive terms. Even relatively small improvements in financing costs can matter for a company with debt. 3. Intrum is already actively working with its debt It is worth noting that Intrum has just announced an offer to buy back bonds for up to 100 million euros. This comes after previous buybacks and shows that management continues the work of handling debt maturities. If Intrum can combine bond repurchases, better operating earnings, and a more favorable interest rate market, the companys financial situation can gradually improve. In my opinion, this is far more important for the long-term stock price than the daily price fluctuations. 4. Intrum is not dependent on the AI boom Intrums core business is debt collection, credit management, and investment in distressed debt portfolios. Demand for these services does not directly depend on whether Nvidia, Microsoft, or other tech companies live up to the markets AI expectations. On the contrary, a more challenging economy can increase the need for professional debt recovery and create opportunities to buy new debt portfolios at attractive prices. This does not mean that a recession is automatically positive. More defaults can also make it more difficult to recover the money. But Intrum operates in an industry that still has a function even when investors lose interest in the most popular growth stocks. 5. The possibility of a revaluation of Intrum I believe the market is currently focusing a lot on Intrums problems and relatively little on the opportunities for a gradual recovery. We have a company with a significant European market position, ongoing efficiency improvements, active debt management, and new significant financial players surrounding the company. If management manages to improve Servicing earnings, reduce debt, and complete refinancing on acceptable terms, investors may in time begin to value Intrum differently. My conclusion I do not necessarily see the drop in AI stocks as a threat to Intrum. On the contrary, it can create some interesting opportunities: Capital rotation from highly valued tech stocks to other sectors. Lower European market interest rates. Better refinancing opportunities if credit spreads remain stable. Greater investor interest in companies with potential for economic recovery. Of course, a genuine global financial crisis could also hit Intrum. Therefore, it is crucial that the turmoil does not spread to the credit market. But if we merely experience the AI bubble losing some air without the broader economy being seriously affected, the development could actually become an advantage for Intrum. For me, what is crucial is not where the Intrum stock trades next week, but whether the company stands with lower debt, better earnings, and a stronger capital structure in 3–4 years.What strikes me is all the "ifs". That is probably what the crux of the matter is, we know nothing about the future. But Intrum as a horror scenario, or conversely a golden egg next week, we can forget. //TokJohan
- ·22 t sitten · MuokattuPoint 72's first investment in Sweden! They have discovered an undervalued company with potential, why else would they buy over 5 % of the company, and invest the equivalent of 320 million, it sounds logical but could there be a battle for the shares in the company, a simple calculation shows that intrum is worth, servicing over 30 billion and npl over 20 billion and the loans at around 37 billion, the clever part is that the bond loans can be bought back for say 90 %, at least 15 billion in surplus value in such a calculation, or 4.70 per share, a buyer who can also inject capital to lower interest rates further. We will see what happens in the near future, if they increase significantly further then there could be big things in the works.@Security Point72, does not automatically have to be something positive. We do not know their motive for the purchase. But of course we hope that Point 72 has invested in a long position. As usual, time will tell cause and effect. 🤓 //TokJohan
- ·1 päivä sitten2 SEK flat right now today. Probably goes below two crowns next week which could be BLOOD-RED on the stock exchange.A quick tip, check the flow before you post. You might have a point that we could be facing a bad stock market week considering how the index will perform, but definitely not down for Intrum. AFTER CLOSING came the news that one of the world's most successful hedge funds has taken a bullish bet on Intrum and grabbed five percent of the pie. Honestly, this is turning into a total nightmare for those who shorted, and I have zero empathy when things go south for short position holders. In just over a day, shares equivalent to just under the total short interest have disappeared from the free float. So no chance Intrum is going down next week, this player could sell some of their football players and buy out Intrum from the stock exchange. Very nice news - and I am not the least bit surprised. And thanks once again Tommy for your cawing last Friday, without you I would never have gotten in this cheap.
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 |
|---|---|---|
| 259 609 | ||
| 750 | ||
| 62 161 | ||
| 200 | ||
| 550 000 |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 28.1.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 23.10. | ||
2026 Q2 - tulosraportti 28.8. | ||
2026 Q1 - tulosraportti 7.5. | ||
2025 Q4 - tulosraportti 29.1. | ||
2025 Q3 - tulosraportti 30.10.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q3 - tulosraportti
8 päivää sitten
‧39 min
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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 28.1.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 23.10. | ||
2026 Q2 - tulosraportti 28.8. | ||
2026 Q1 - tulosraportti 7.5. | ||
2025 Q4 - tulosraportti 29.1. | ||
2025 Q3 - tulosraportti 30.10.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
1,3532 SEK/osake
Viimeisin osinko
0,00%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·4 t sitten · MuokattuI can debunk the myth that Christen Sveaas is the only one behind the support, he is not. But even better than that, Point72 Asset Management which operates as a multi-strategy hedge fund is also behind it, they are exploiting the short sellers to their own advantage or are in cahoots with them, buying like never before.....Now has 5.22% in Intrum a good second after Christen.... ;-) long nose to rödeorm and many others..... have a continued pleasant weekend now the panic for the short sellers continues on Monday ... -185495732 shares are to be bought back.
- ·8 t sittenWeekly and monthly bookkeeping done. Always nice to be in control. I have two Swedish portfolios (Avanza and Nordnet) full of turnaround cases, where Intrum is my largest holding. One portfolio with foreign equities, a couple with funds, endowment insurance (kapitalförsäkring) and premium pension. In total I am up YTD. But the turnaround cases are in the red YTD. This worries me very little since the investment horizon is 3 - 4 years. Wishing all Intrum friends a great weekend!
- ·9 t sittenAsked AI how the tech downturn could affect Intrum Could the drop in AI stocks actually turn out to be positive for Intrum? The recent days sharp price drops in US AI and tech stocks have created uncertainty in the stock markets. But I actually believe that the development in the long run could prove to be positive for companies like Intrum. This naturally depends on whether we see a normal correction in tech stocks or the beginning of a broader economic crisis. 1. Capital can shift from technology to European value stocks In recent years, enormous amounts of capital have been concentrated around US tech companies and AI. Many of these companies trade at high valuations, based on expectations of significant future growth. If investors begin to reduce their exposure to AI, the capital must be placed elsewhere. Here, European companies with more traditional business models can become interesting. Intrum is naturally not without risk, but the companys valuation already reflects significant uncertainty regarding debt, earnings, and refinancing. If the market starts to focus more on companies with the potential for operational improvements rather than high growth expectations, Intrum could potentially attract more attention. 2. Lower interest rates can become a major advantage One of the most interesting results of falling tech stocks is that investors often seek out government bonds. This can push long-term market interest rates down. For a company like Intrum, which is working to reduce and refinance a significant debt, this can be extremely interesting. If European market interest rates fall while the credit market remains stable, Intrum could in the long run get the opportunity to refinance debt on more attractive terms. Even relatively small improvements in financing costs can matter for a company with debt. 3. Intrum is already actively working with its debt It is worth noting that Intrum has just announced an offer to buy back bonds for up to 100 million euros. This comes after previous buybacks and shows that management continues the work of handling debt maturities. If Intrum can combine bond repurchases, better operating earnings, and a more favorable interest rate market, the companys financial situation can gradually improve. In my opinion, this is far more important for the long-term stock price than the daily price fluctuations. 4. Intrum is not dependent on the AI boom Intrums core business is debt collection, credit management, and investment in distressed debt portfolios. Demand for these services does not directly depend on whether Nvidia, Microsoft, or other tech companies live up to the markets AI expectations. On the contrary, a more challenging economy can increase the need for professional debt recovery and create opportunities to buy new debt portfolios at attractive prices. This does not mean that a recession is automatically positive. More defaults can also make it more difficult to recover the money. But Intrum operates in an industry that still has a function even when investors lose interest in the most popular growth stocks. 5. The possibility of a revaluation of Intrum I believe the market is currently focusing a lot on Intrums problems and relatively little on the opportunities for a gradual recovery. We have a company with a significant European market position, ongoing efficiency improvements, active debt management, and new significant financial players surrounding the company. If management manages to improve Servicing earnings, reduce debt, and complete refinancing on acceptable terms, investors may in time begin to value Intrum differently. My conclusion I do not necessarily see the drop in AI stocks as a threat to Intrum. On the contrary, it can create some interesting opportunities: Capital rotation from highly valued tech stocks to other sectors. Lower European market interest rates. Better refinancing opportunities if credit spreads remain stable. Greater investor interest in companies with potential for economic recovery. Of course, a genuine global financial crisis could also hit Intrum. Therefore, it is crucial that the turmoil does not spread to the credit market. But if we merely experience the AI bubble losing some air without the broader economy being seriously affected, the development could actually become an advantage for Intrum. For me, what is crucial is not where the Intrum stock trades next week, but whether the company stands with lower debt, better earnings, and a stronger capital structure in 3–4 years.What strikes me is all the "ifs". That is probably what the crux of the matter is, we know nothing about the future. But Intrum as a horror scenario, or conversely a golden egg next week, we can forget. //TokJohan
- ·22 t sitten · MuokattuPoint 72's first investment in Sweden! They have discovered an undervalued company with potential, why else would they buy over 5 % of the company, and invest the equivalent of 320 million, it sounds logical but could there be a battle for the shares in the company, a simple calculation shows that intrum is worth, servicing over 30 billion and npl over 20 billion and the loans at around 37 billion, the clever part is that the bond loans can be bought back for say 90 %, at least 15 billion in surplus value in such a calculation, or 4.70 per share, a buyer who can also inject capital to lower interest rates further. We will see what happens in the near future, if they increase significantly further then there could be big things in the works.@Security Point72, does not automatically have to be something positive. We do not know their motive for the purchase. But of course we hope that Point 72 has invested in a long position. As usual, time will tell cause and effect. 🤓 //TokJohan
- ·1 päivä sitten2 SEK flat right now today. Probably goes below two crowns next week which could be BLOOD-RED on the stock exchange.A quick tip, check the flow before you post. You might have a point that we could be facing a bad stock market week considering how the index will perform, but definitely not down for Intrum. AFTER CLOSING came the news that one of the world's most successful hedge funds has taken a bullish bet on Intrum and grabbed five percent of the pie. Honestly, this is turning into a total nightmare for those who shorted, and I have zero empathy when things go south for short position holders. In just over a day, shares equivalent to just under the total short interest have disappeared from the free float. So no chance Intrum is going down next week, this player could sell some of their football players and buy out Intrum from the stock exchange. Very nice news - and I am not the least bit surprised. And thanks once again Tommy for your cawing last Friday, without you I would never have gotten in this cheap.
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 |
|---|---|---|
| 259 609 | ||
| 750 | ||
| 62 161 | ||
| 200 | ||
| 550 000 |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt