2025 Q4 -tulosraportti
55 päivää sitten
‧48 min
7,00 SEK/osake
Viimeisin osinko
3,95%Tuotto/v
Tarjoustasot
Nasdaq Stockholm
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 18 | - | - | ||
| 79 | - | - | ||
| 288 | - | - | ||
| 1 233 | - | - | ||
| 168 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 23.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 26.1. | ||
2025 Q3 -tulosraportti 16.10.2025 | ||
2025 Q2 -tulosraportti 14.7.2025 | ||
2025 Q1 -tulosraportti 24.4.2025 | ||
2024 Q4 -tulosraportti 27.1.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·2 päivää sittenNew acquisition today! - Supplier to the defense industry in the UK, again - Quite a large acquisition, adds almost 20% to revenue - Feels relatively expensive, PE 15-16. Should be a lower multiple going forward, due to order book - I believe Net Debt/EBITDA will land at approx 2.7 when the Q1 report comes, so there probably won't be more acquisitions for a while Q1 Outlook - Revenue: 930-960 mkr => Approx 10% lower than I expected - Time to shake up the sales department, time to bring in more customers and orders. - Sounds like Johannes is still confident about a bright future, but it's time to deliver now! Presentation of the acquisition at 13:00 today!·1 päivä sittenSeems like there will be a negative share price reaction to today's PM - The guidance for Q1 probably means the most - It could also be that the market thought the acquisition was a bit expensive - The concentration of Defense in Great Britain also stands out a bit...
·13.3.Friday Fight: NOTE vs HANZA – Who owns the EMS throne 2026? Read the full analysis here: https://sparainvestera.substack.com/p/fredagsfighten-note-vs-hanza The EMS sector is currently undergoing a historical transformation with defense rearmament and "reshoring" as powerful drivers. But which company is actually the best buy for 2026? On the one hand, we have NOTE, which under Johannes Lind-Widestam has become an operational profit machine with industry-leading margins of over 10 % despite a cautious market. On the other hand, we have HANZA, which with its cluster model and aggressive acquisition strategy aims for 14 billion SEK in revenue by 2028. I have taken a deep dive into the companies' business models, insider ownership, and valuation multiples to crown a winner. Is it NOTE's quality or HANZA's expansion that wins your portfolio?8 ääntä PäättynytLiity Sharevilleen nähdäksesi tuloksetHANZA13%NOTE88%
·5.3.What do people think about Note at this price? Is it nearing the top for now…- ·15.10.2025Interesting with tomorrow's report: - Easy comparison quarter - Want to see an indication soon that growth is picking up - The financial target of SEK 7,500 million in turnover until 2028 corresponds to about 23% annual growth. - Think they are holding the margin well - Would like info that factory relocations and expansion of production area are going according to plan - Maybe time for another acquisition, but it will probably not come until 2026 - Will listen to the report presentation, usually gives some·16.10.2025Listened to the report presentation and there wasn't really much new. Always sad when a company doesn't perform as expected, but I still think the outlook for 2026 looks good: - Note will start delivering to its largest customer in the UK again during Q4, maybe full volume from 2026 - It will probably take 2-3 years before full production in Torsby - The CEO sounds pretty confident that the move and expansion of production space will go ahead without any problems - I have a little difficulty seeing how they will reach SEK 7,500 million in turnover in 2028, but if they get close, that's totally OK too - Hope for more acquisitions in 2026, preferably the USA; BR has more room
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
55 päivää sitten
‧48 min
7,00 SEK/osake
Viimeisin osinko
3,95%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
- ·2 päivää sittenNew acquisition today! - Supplier to the defense industry in the UK, again - Quite a large acquisition, adds almost 20% to revenue - Feels relatively expensive, PE 15-16. Should be a lower multiple going forward, due to order book - I believe Net Debt/EBITDA will land at approx 2.7 when the Q1 report comes, so there probably won't be more acquisitions for a while Q1 Outlook - Revenue: 930-960 mkr => Approx 10% lower than I expected - Time to shake up the sales department, time to bring in more customers and orders. - Sounds like Johannes is still confident about a bright future, but it's time to deliver now! Presentation of the acquisition at 13:00 today!·1 päivä sittenSeems like there will be a negative share price reaction to today's PM - The guidance for Q1 probably means the most - It could also be that the market thought the acquisition was a bit expensive - The concentration of Defense in Great Britain also stands out a bit...
- ·13.3.Friday Fight: NOTE vs HANZA – Who owns the EMS throne 2026? Read the full analysis here: https://sparainvestera.substack.com/p/fredagsfighten-note-vs-hanza The EMS sector is currently undergoing a historical transformation with defense rearmament and "reshoring" as powerful drivers. But which company is actually the best buy for 2026? On the one hand, we have NOTE, which under Johannes Lind-Widestam has become an operational profit machine with industry-leading margins of over 10 % despite a cautious market. On the other hand, we have HANZA, which with its cluster model and aggressive acquisition strategy aims for 14 billion SEK in revenue by 2028. I have taken a deep dive into the companies' business models, insider ownership, and valuation multiples to crown a winner. Is it NOTE's quality or HANZA's expansion that wins your portfolio?8 ääntä PäättynytLiity Sharevilleen nähdäksesi tuloksetHANZA13%NOTE88%
- ·5.3.What do people think about Note at this price? Is it nearing the top for now…
- ·15.10.2025Interesting with tomorrow's report: - Easy comparison quarter - Want to see an indication soon that growth is picking up - The financial target of SEK 7,500 million in turnover until 2028 corresponds to about 23% annual growth. - Think they are holding the margin well - Would like info that factory relocations and expansion of production area are going according to plan - Maybe time for another acquisition, but it will probably not come until 2026 - Will listen to the report presentation, usually gives some·16.10.2025Listened to the report presentation and there wasn't really much new. Always sad when a company doesn't perform as expected, but I still think the outlook for 2026 looks good: - Note will start delivering to its largest customer in the UK again during Q4, maybe full volume from 2026 - It will probably take 2-3 years before full production in Torsby - The CEO sounds pretty confident that the move and expansion of production space will go ahead without any problems - I have a little difficulty seeing how they will reach SEK 7,500 million in turnover in 2028, but if they get close, that's totally OK too - Hope for more acquisitions in 2026, preferably the USA; BR has more room
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 |
|---|---|---|---|---|
| 18 | - | - | ||
| 79 | - | - | ||
| 288 | - | - | ||
| 1 233 | - | - | ||
| 168 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 23.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 26.1. | ||
2025 Q3 -tulosraportti 16.10.2025 | ||
2025 Q2 -tulosraportti 14.7.2025 | ||
2025 Q1 -tulosraportti 24.4.2025 | ||
2024 Q4 -tulosraportti 27.1.2025 |
2025 Q4 -tulosraportti
55 päivää sitten
‧48 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 23.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 26.1. | ||
2025 Q3 -tulosraportti 16.10.2025 | ||
2025 Q2 -tulosraportti 14.7.2025 | ||
2025 Q1 -tulosraportti 24.4.2025 | ||
2024 Q4 -tulosraportti 27.1.2025 |
7,00 SEK/osake
Viimeisin osinko
3,95%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·2 päivää sittenNew acquisition today! - Supplier to the defense industry in the UK, again - Quite a large acquisition, adds almost 20% to revenue - Feels relatively expensive, PE 15-16. Should be a lower multiple going forward, due to order book - I believe Net Debt/EBITDA will land at approx 2.7 when the Q1 report comes, so there probably won't be more acquisitions for a while Q1 Outlook - Revenue: 930-960 mkr => Approx 10% lower than I expected - Time to shake up the sales department, time to bring in more customers and orders. - Sounds like Johannes is still confident about a bright future, but it's time to deliver now! Presentation of the acquisition at 13:00 today!·1 päivä sittenSeems like there will be a negative share price reaction to today's PM - The guidance for Q1 probably means the most - It could also be that the market thought the acquisition was a bit expensive - The concentration of Defense in Great Britain also stands out a bit...
- ·13.3.Friday Fight: NOTE vs HANZA – Who owns the EMS throne 2026? Read the full analysis here: https://sparainvestera.substack.com/p/fredagsfighten-note-vs-hanza The EMS sector is currently undergoing a historical transformation with defense rearmament and "reshoring" as powerful drivers. But which company is actually the best buy for 2026? On the one hand, we have NOTE, which under Johannes Lind-Widestam has become an operational profit machine with industry-leading margins of over 10 % despite a cautious market. On the other hand, we have HANZA, which with its cluster model and aggressive acquisition strategy aims for 14 billion SEK in revenue by 2028. I have taken a deep dive into the companies' business models, insider ownership, and valuation multiples to crown a winner. Is it NOTE's quality or HANZA's expansion that wins your portfolio?8 ääntä PäättynytLiity Sharevilleen nähdäksesi tuloksetHANZA13%NOTE88%
- ·5.3.What do people think about Note at this price? Is it nearing the top for now…
- ·15.10.2025Interesting with tomorrow's report: - Easy comparison quarter - Want to see an indication soon that growth is picking up - The financial target of SEK 7,500 million in turnover until 2028 corresponds to about 23% annual growth. - Think they are holding the margin well - Would like info that factory relocations and expansion of production area are going according to plan - Maybe time for another acquisition, but it will probably not come until 2026 - Will listen to the report presentation, usually gives some·16.10.2025Listened to the report presentation and there wasn't really much new. Always sad when a company doesn't perform as expected, but I still think the outlook for 2026 looks good: - Note will start delivering to its largest customer in the UK again during Q4, maybe full volume from 2026 - It will probably take 2-3 years before full production in Torsby - The CEO sounds pretty confident that the move and expansion of production space will go ahead without any problems - I have a little difficulty seeing how they will reach SEK 7,500 million in turnover in 2028, but if they get close, that's totally OK too - Hope for more acquisitions in 2026, preferably the USA; BR has more room
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 |
|---|---|---|---|---|
| 18 | - | - | ||
| 79 | - | - | ||
| 288 | - | - | ||
| 1 233 | - | - | ||
| 168 | - | - |
Välittäjätilasto
Dataa ei löytynyt