Q2-osavuosiraportti
65 päivää sitten‧43 min
7,00 SEK/osake
Viimeisin osinko
3,68 %
Tuotto/v
Tarjoustasot
Nasdaq Stockholm
Määrä
Osto
3 861
Myynti
Määrä
5 915
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 7 | - | - | ||
| 43 | - | - | ||
| 3 | - | - | ||
| 87 | - | - | ||
| 73 | - | - |
Ylin
192,7VWAP
Alin
189,4VaihtoMäärä
3,1 16 444
VWAP
Ylin
192,7Alin
189,4VaihtoMäärä
3,1 16 444
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q3-osavuosiraportti | 16.10. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 14.7. | |
| 2025 Q1-osavuosiraportti | 24.4. | |
| 2024 Yhtiökokous | 24.4. | |
| 2024 Q4-osavuosiraportti | 27.1. | |
| 2024 Q3-osavuosiraportti | 14.10.2024 |
Datan lähde: Millistream, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
14.8.·Note, a holding that found its way into the portfolio in 2018 and has been there with greater or lesser weight since. Not only has it developed positively over time but also invited some opportunities for swing trading along the way. Before Note, I also visited Kitron. When I found Note in 2018, it was compared to, among others, Kitron, which was in my portfolio at the time. Note was included and Kitron was excluded. With today's unrest around the world, I thought it might be time for a new check of the companies. And if Kitron will now perhaps take over the baton? So out in a duel: Note vs Kitron The period 2018 -2024/25 From 2018, both Note and Kitron have increased their turnover significantly. Note has generally had solid growth during this period, but Kitron has had a stronger development in recent times. One of the most crucial differences lies in how they have positioned themselves in the market. - Revenue and Profitability: Both companies have had a positive development in revenue. However, Kitron has recently shown stronger profitability, which is reflected in improved margins. This is often a result of better cost control and more lucrative contracts. - Order book: One of Kitron's greatest strengths has been the significant growth in the order book. This provides a strong indication of future revenue flow and stability, which is very attractive to investors. Noten also has a solid order book, but Kitron's has been more impressive recently. Kitron's recent strength/takeover on the stock exchange, driven by several factors: - Focus on the Defense and Aerospace Industry: Kitron has a stronger position in the defense and aerospace market, especially in Europe and the US. This is a segment that is experiencing significant growth due to increased geopolitical tensions and higher defense budgets. This market trend provides Kitron with a stable and growing source of income that investors value. - Strategic Restructuring and Efficiency: The company has successfully completed restructuring and improved operational efficiency. This has resulted in improved profitability, despite challenging market conditions in certain segments. Investors are positive about companies that are able to adapt and improve margins. - Organic growth and M&A: In addition to organic growth, Kitron also has an aggressive approach to mergers and acquisitions (M&A). This signals an ambition to expand and strengthen its market position, which can drive further growth and create value for shareholders. - Future Outlook: The impressive order book, which continues to grow, gives investors confidence that the company will be able to deliver solid results in the future. Kitron has also raised its financial targets for the current year, which contributes to a positive mood on the stock exchange. The information is not a buy/sell recommendation and anyone who wants to invest in a stock is advised to make their own assessment based on their own assumptions. Good trading, guys :-)27.8.·From what I have read in the news and reports, the proportion of defense-related orders for Note is increasing. Whether this is due to the company investing in the area, or whether it is due to generally higher activity in the sector, I unfortunately cannot answer at this time.
4.8.·Bringing production closer to the market is a trend that is ongoing and will continue. A new interest rate cut is likely in September and the economy will gradually pick up speed. Note has invested in machinery for increased production and margin increases. Customers have low inventories and must start building inventory in anticipation of better demand in order not to lose sales, the will provides leverage for Note and EMS companies. The situation is good for continued growth and the stock will outperform the stock market, I think.
15.7.·What can you use price recommendations from various sources for???? - the answer is NOT A BIT. Yesterday at 9 am Pareto recommended buying and raised the price from 178 to 187. SEB also recommended buying from 178 to 200 at 3 pm yesterday. It must have been the good financial results that gave that recommendation. But already in the evening of the same day Pareto now comes with a new recommendation on hold. However, they now assessed from 187 to 210. SEB has this morning come with a new recommendation that goes from 178 to now 196. It is so identical to the one they made yesterday at 3 pm. Why make a new one at all?? Personally, I never look at these buy or sell recommendations because it is quite obvious that other interests often drive them than the market. Are there large institutional forces behind that want to get in and who would like to have a hold recommendation so that the price does not run away. If you, as a large institution, have just bought 10% but before this is announced to a stock exchange, a buy recommendation will come and the price will skyrocket. So no, stay away from all these invisible mechanisms that we amateurs do not have or can not gain insight into.
17.7.·So I don't see anything strange in what you mention. Let's take SEB as an example: As soon as they receive the financial statements, they quickly come up with a new recommendation based on a quick review of the financial statements. Here they assess that 187 is their best bet for a price target and since the price at that time is 174, this gives rise to a buy recommendation. They then have more time to read the financial statements closely, listen to the company's announcements and test their assumptions against what other financial houses see, which gives rise to raising the price target to 210. At that time, however, the price has risen to 197.6. This means that they assess that you can now only earn 6% in a year by being invested in NOTE and that falls into their "hold" category, so they change their recommendation to that. According to them, when they first announced the potential return was 7%, so it's not a huge difference, but somewhere there has to be a line between their two recommendations.- 14.7.·A quite reasonable financial statement Note this morning has presented. I note that there has actually been positive progress in order intake - which must be said to be very positive under the Trump tariff assumptions. Earnings per share have also increased, which is also very positive. - Earnings per share amounted to 2.65 kronor (2.34), which is an increase of 13.2 percent compared to the previous year. The result after tax was 76 million kronor (68), an increase of 11.8 percent compared to the previous year. In my world, this financial statement should be rewarded with green, but because of Trump, it is unlikely to happen.
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 ja analyysit
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.
Q2-osavuosiraportti
65 päivää sitten‧43 min
7,00 SEK/osake
Viimeisin osinko
3,68 %
Tuotto/v
Uutiset ja analyysit
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
- 14.8.·Note, a holding that found its way into the portfolio in 2018 and has been there with greater or lesser weight since. Not only has it developed positively over time but also invited some opportunities for swing trading along the way. Before Note, I also visited Kitron. When I found Note in 2018, it was compared to, among others, Kitron, which was in my portfolio at the time. Note was included and Kitron was excluded. With today's unrest around the world, I thought it might be time for a new check of the companies. And if Kitron will now perhaps take over the baton? So out in a duel: Note vs Kitron The period 2018 -2024/25 From 2018, both Note and Kitron have increased their turnover significantly. Note has generally had solid growth during this period, but Kitron has had a stronger development in recent times. One of the most crucial differences lies in how they have positioned themselves in the market. - Revenue and Profitability: Both companies have had a positive development in revenue. However, Kitron has recently shown stronger profitability, which is reflected in improved margins. This is often a result of better cost control and more lucrative contracts. - Order book: One of Kitron's greatest strengths has been the significant growth in the order book. This provides a strong indication of future revenue flow and stability, which is very attractive to investors. Noten also has a solid order book, but Kitron's has been more impressive recently. Kitron's recent strength/takeover on the stock exchange, driven by several factors: - Focus on the Defense and Aerospace Industry: Kitron has a stronger position in the defense and aerospace market, especially in Europe and the US. This is a segment that is experiencing significant growth due to increased geopolitical tensions and higher defense budgets. This market trend provides Kitron with a stable and growing source of income that investors value. - Strategic Restructuring and Efficiency: The company has successfully completed restructuring and improved operational efficiency. This has resulted in improved profitability, despite challenging market conditions in certain segments. Investors are positive about companies that are able to adapt and improve margins. - Organic growth and M&A: In addition to organic growth, Kitron also has an aggressive approach to mergers and acquisitions (M&A). This signals an ambition to expand and strengthen its market position, which can drive further growth and create value for shareholders. - Future Outlook: The impressive order book, which continues to grow, gives investors confidence that the company will be able to deliver solid results in the future. Kitron has also raised its financial targets for the current year, which contributes to a positive mood on the stock exchange. The information is not a buy/sell recommendation and anyone who wants to invest in a stock is advised to make their own assessment based on their own assumptions. Good trading, guys :-)27.8.·From what I have read in the news and reports, the proportion of defense-related orders for Note is increasing. Whether this is due to the company investing in the area, or whether it is due to generally higher activity in the sector, I unfortunately cannot answer at this time.
- 4.8.·Bringing production closer to the market is a trend that is ongoing and will continue. A new interest rate cut is likely in September and the economy will gradually pick up speed. Note has invested in machinery for increased production and margin increases. Customers have low inventories and must start building inventory in anticipation of better demand in order not to lose sales, the will provides leverage for Note and EMS companies. The situation is good for continued growth and the stock will outperform the stock market, I think.
- 15.7.·What can you use price recommendations from various sources for???? - the answer is NOT A BIT. Yesterday at 9 am Pareto recommended buying and raised the price from 178 to 187. SEB also recommended buying from 178 to 200 at 3 pm yesterday. It must have been the good financial results that gave that recommendation. But already in the evening of the same day Pareto now comes with a new recommendation on hold. However, they now assessed from 187 to 210. SEB has this morning come with a new recommendation that goes from 178 to now 196. It is so identical to the one they made yesterday at 3 pm. Why make a new one at all?? Personally, I never look at these buy or sell recommendations because it is quite obvious that other interests often drive them than the market. Are there large institutional forces behind that want to get in and who would like to have a hold recommendation so that the price does not run away. If you, as a large institution, have just bought 10% but before this is announced to a stock exchange, a buy recommendation will come and the price will skyrocket. So no, stay away from all these invisible mechanisms that we amateurs do not have or can not gain insight into.17.7.·So I don't see anything strange in what you mention. Let's take SEB as an example: As soon as they receive the financial statements, they quickly come up with a new recommendation based on a quick review of the financial statements. Here they assess that 187 is their best bet for a price target and since the price at that time is 174, this gives rise to a buy recommendation. They then have more time to read the financial statements closely, listen to the company's announcements and test their assumptions against what other financial houses see, which gives rise to raising the price target to 210. At that time, however, the price has risen to 197.6. This means that they assess that you can now only earn 6% in a year by being invested in NOTE and that falls into their "hold" category, so they change their recommendation to that. According to them, when they first announced the potential return was 7%, so it's not a huge difference, but somewhere there has to be a line between their two recommendations.
- 14.7.·A quite reasonable financial statement Note this morning has presented. I note that there has actually been positive progress in order intake - which must be said to be very positive under the Trump tariff assumptions. Earnings per share have also increased, which is also very positive. - Earnings per share amounted to 2.65 kronor (2.34), which is an increase of 13.2 percent compared to the previous year. The result after tax was 76 million kronor (68), an increase of 11.8 percent compared to the previous year. In my world, this financial statement should be rewarded with green, but because of Trump, it is unlikely to happen.
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
3 861
Myynti
Määrä
5 915
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 7 | - | - | ||
| 43 | - | - | ||
| 3 | - | - | ||
| 87 | - | - | ||
| 73 | - | - |
Ylin
192,7VWAP
Alin
189,4VaihtoMäärä
3,1 16 444
VWAP
Ylin
192,7Alin
189,4VaihtoMäärä
3,1 16 444
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q3-osavuosiraportti | 16.10. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 14.7. | |
| 2025 Q1-osavuosiraportti | 24.4. | |
| 2024 Yhtiökokous | 24.4. | |
| 2024 Q4-osavuosiraportti | 27.1. | |
| 2024 Q3-osavuosiraportti | 14.10.2024 |
Datan lähde: Millistream, Quartr
Q2-osavuosiraportti
65 päivää sitten‧43 min
Uutiset ja analyysit
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 Q3-osavuosiraportti | 16.10. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 14.7. | |
| 2025 Q1-osavuosiraportti | 24.4. | |
| 2024 Yhtiökokous | 24.4. | |
| 2024 Q4-osavuosiraportti | 27.1. | |
| 2024 Q3-osavuosiraportti | 14.10.2024 |
Datan lähde: Millistream, Quartr
7,00 SEK/osake
Viimeisin osinko
3,68 %
Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 14.8.·Note, a holding that found its way into the portfolio in 2018 and has been there with greater or lesser weight since. Not only has it developed positively over time but also invited some opportunities for swing trading along the way. Before Note, I also visited Kitron. When I found Note in 2018, it was compared to, among others, Kitron, which was in my portfolio at the time. Note was included and Kitron was excluded. With today's unrest around the world, I thought it might be time for a new check of the companies. And if Kitron will now perhaps take over the baton? So out in a duel: Note vs Kitron The period 2018 -2024/25 From 2018, both Note and Kitron have increased their turnover significantly. Note has generally had solid growth during this period, but Kitron has had a stronger development in recent times. One of the most crucial differences lies in how they have positioned themselves in the market. - Revenue and Profitability: Both companies have had a positive development in revenue. However, Kitron has recently shown stronger profitability, which is reflected in improved margins. This is often a result of better cost control and more lucrative contracts. - Order book: One of Kitron's greatest strengths has been the significant growth in the order book. This provides a strong indication of future revenue flow and stability, which is very attractive to investors. Noten also has a solid order book, but Kitron's has been more impressive recently. Kitron's recent strength/takeover on the stock exchange, driven by several factors: - Focus on the Defense and Aerospace Industry: Kitron has a stronger position in the defense and aerospace market, especially in Europe and the US. This is a segment that is experiencing significant growth due to increased geopolitical tensions and higher defense budgets. This market trend provides Kitron with a stable and growing source of income that investors value. - Strategic Restructuring and Efficiency: The company has successfully completed restructuring and improved operational efficiency. This has resulted in improved profitability, despite challenging market conditions in certain segments. Investors are positive about companies that are able to adapt and improve margins. - Organic growth and M&A: In addition to organic growth, Kitron also has an aggressive approach to mergers and acquisitions (M&A). This signals an ambition to expand and strengthen its market position, which can drive further growth and create value for shareholders. - Future Outlook: The impressive order book, which continues to grow, gives investors confidence that the company will be able to deliver solid results in the future. Kitron has also raised its financial targets for the current year, which contributes to a positive mood on the stock exchange. The information is not a buy/sell recommendation and anyone who wants to invest in a stock is advised to make their own assessment based on their own assumptions. Good trading, guys :-)27.8.·From what I have read in the news and reports, the proportion of defense-related orders for Note is increasing. Whether this is due to the company investing in the area, or whether it is due to generally higher activity in the sector, I unfortunately cannot answer at this time.
- 4.8.·Bringing production closer to the market is a trend that is ongoing and will continue. A new interest rate cut is likely in September and the economy will gradually pick up speed. Note has invested in machinery for increased production and margin increases. Customers have low inventories and must start building inventory in anticipation of better demand in order not to lose sales, the will provides leverage for Note and EMS companies. The situation is good for continued growth and the stock will outperform the stock market, I think.
- 15.7.·What can you use price recommendations from various sources for???? - the answer is NOT A BIT. Yesterday at 9 am Pareto recommended buying and raised the price from 178 to 187. SEB also recommended buying from 178 to 200 at 3 pm yesterday. It must have been the good financial results that gave that recommendation. But already in the evening of the same day Pareto now comes with a new recommendation on hold. However, they now assessed from 187 to 210. SEB has this morning come with a new recommendation that goes from 178 to now 196. It is so identical to the one they made yesterday at 3 pm. Why make a new one at all?? Personally, I never look at these buy or sell recommendations because it is quite obvious that other interests often drive them than the market. Are there large institutional forces behind that want to get in and who would like to have a hold recommendation so that the price does not run away. If you, as a large institution, have just bought 10% but before this is announced to a stock exchange, a buy recommendation will come and the price will skyrocket. So no, stay away from all these invisible mechanisms that we amateurs do not have or can not gain insight into.17.7.·So I don't see anything strange in what you mention. Let's take SEB as an example: As soon as they receive the financial statements, they quickly come up with a new recommendation based on a quick review of the financial statements. Here they assess that 187 is their best bet for a price target and since the price at that time is 174, this gives rise to a buy recommendation. They then have more time to read the financial statements closely, listen to the company's announcements and test their assumptions against what other financial houses see, which gives rise to raising the price target to 210. At that time, however, the price has risen to 197.6. This means that they assess that you can now only earn 6% in a year by being invested in NOTE and that falls into their "hold" category, so they change their recommendation to that. According to them, when they first announced the potential return was 7%, so it's not a huge difference, but somewhere there has to be a line between their two recommendations.
- 14.7.·A quite reasonable financial statement Note this morning has presented. I note that there has actually been positive progress in order intake - which must be said to be very positive under the Trump tariff assumptions. Earnings per share have also increased, which is also very positive. - Earnings per share amounted to 2.65 kronor (2.34), which is an increase of 13.2 percent compared to the previous year. The result after tax was 76 million kronor (68), an increase of 11.8 percent compared to the previous year. In my world, this financial statement should be rewarded with green, but because of Trump, it is unlikely to happen.
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
3 861
Myynti
Määrä
5 915
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 7 | - | - | ||
| 43 | - | - | ||
| 3 | - | - | ||
| 87 | - | - | ||
| 73 | - | - |
Ylin
192,7VWAP
Alin
189,4VaihtoMäärä
3,1 16 444
VWAP
Ylin
192,7Alin
189,4VaihtoMäärä
3,1 16 444
Välittäjätilasto
Dataa ei löytynyt