2026 Q2 - tulosraportti
85 päivää sitten
‧46 min
1,00 NOK/osake
Viimeisin osinko
3,15%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| 20 | ||
| 19 | ||
| 67 | ||
| 445 | ||
| 274 |
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 Q3 - tulosraportti 5.11. | 6 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 6.8. | ||
2026 Q1 - tulosraportti 21.5. | ||
2025 Q4 - tulosraportti 11.2. | ||
2025 Q3 - tulosraportti 6.11.2025 | ||
2025 Q2 - tulosraportti 7.8.2025 |
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
·1 päivä sittenSelvaag Bolig is an overlooked hidden gem on the Oslo Stock Exchange; those paying attention now are making a great bargain As a private developer in Bergen, one has their finger on the pulse and knows the realities of what has been a mildly put challenging housing market in recent years. Many have been scared off by high interest rates, tough financing requirements, and a general skepticism toward the real estate sector. But markets always overreact, and now we see a marked shift in pace that neither the stock market nor most retail investors have fully priced in yet. First, selling prices for new homes have finally been adjusted in line with the sharp rise in construction costs that we have left behind. Previously, margins were under pressure because contractor and material costs soared before the prices of finished homes managed to follow suit. That phase is over. Developers have now adapted to the new cost level, and the projects being put up for sale today have healthy and sustainable margins. Second, we see another very important dynamic in the market picture: It is now practically only the largest and most solid players who have the muscle to initiate new projects. Small and medium-sized developers struggle to get construction loans and dare not take the risk. This means that competition is sharpening, and giants like Selvaag Bolig manage to maintain good and stable activity in markets where others have to throw in the towel. Through my own projects and observations here in the region, I see that the demand for turnkey, modern homes is by no means gone; on the contrary, there is a structural shortage of homes in growth cities. Companies like Selvaag Bolig hit the nail on the head with their concepts, and the numbers also show that they maintain strong sales and solid operational performance amidst the headwinds. The share price has lagged behind on the Oslo Stock Exchange, weighed down by general macro anxiety. But when the market truly discovers that the major players have full control over costs, maintain high sales figures, and roll out profitable projects, the repricing will go fast. For the long-term investor, Selvaag Bolig now appears as one of the most interesting buying opportunities on the Stock Exchange.Completely agree that these are the challenges in the market, but it is precisely these conditions that underpin my point about Selvaag Bolig. We are heading towards a market with fewer developers, where it is mainly the large and well-capitalized players that remain. The smaller players are facing increasingly greater challenges regarding financing, risk, and capital requirements. This means less competition for companies like Selvaag Bolig, and I believe the market is underestimating the significance of that. It is the large players who have the capital and financial muscle to initiate projects in today's market. Sales on the drawing board are admittedly slower than before, but that does not mean the demand for housing is gone. My assessment is that many of the homes that are not sold during construction will be sold when they approach completion or are ready for occupancy. Just look at the secondary housing market, which is very strong in many places. An important reason for the difference is that people want to buy and sell housing in the same market. Very few dare to buy a home off the blueprint today, wait two years for completion, and only then sell their existing home. There is simply too much uncertainty linked to both interest rates and future selling prices. But the need for housing does not disappear for that reason. When it comes to construction costs, I do not think we should expect any significant decline either. Everything becomes more expensive over time, wages are going up, and steadily fewer people choose practical vocational trades. The supply of qualified craftsmen will thus be a challenge that will help keep construction costs high. This is a structural development, not just a temporary problem. The consequence is that new homes will hardly become significantly cheaper to produce in the future. At the same time, far too little is being built in relation to the long-term housing need. And it is precisely here that I believe the opportunity lies for Selvaag Bolig. They have the capital, organization, and execution capability to maintain activity while competitors have to sit on the fence. One must distinguish between a weak market for pre-sales and a weak underlying housing need. Those are two completely different things. I believe the large developers who manage to keep the wheels turning now will be the big winners when the market normalizes. And then today's share price may prove to have been very attractive.
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 Q2 - tulosraportti
85 päivää sitten
‧46 min
1,00 NOK/osake
Viimeisin osinko
3,15%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
- ·1 päivä sittenSelvaag Bolig is an overlooked hidden gem on the Oslo Stock Exchange; those paying attention now are making a great bargain As a private developer in Bergen, one has their finger on the pulse and knows the realities of what has been a mildly put challenging housing market in recent years. Many have been scared off by high interest rates, tough financing requirements, and a general skepticism toward the real estate sector. But markets always overreact, and now we see a marked shift in pace that neither the stock market nor most retail investors have fully priced in yet. First, selling prices for new homes have finally been adjusted in line with the sharp rise in construction costs that we have left behind. Previously, margins were under pressure because contractor and material costs soared before the prices of finished homes managed to follow suit. That phase is over. Developers have now adapted to the new cost level, and the projects being put up for sale today have healthy and sustainable margins. Second, we see another very important dynamic in the market picture: It is now practically only the largest and most solid players who have the muscle to initiate new projects. Small and medium-sized developers struggle to get construction loans and dare not take the risk. This means that competition is sharpening, and giants like Selvaag Bolig manage to maintain good and stable activity in markets where others have to throw in the towel. Through my own projects and observations here in the region, I see that the demand for turnkey, modern homes is by no means gone; on the contrary, there is a structural shortage of homes in growth cities. Companies like Selvaag Bolig hit the nail on the head with their concepts, and the numbers also show that they maintain strong sales and solid operational performance amidst the headwinds. The share price has lagged behind on the Oslo Stock Exchange, weighed down by general macro anxiety. But when the market truly discovers that the major players have full control over costs, maintain high sales figures, and roll out profitable projects, the repricing will go fast. For the long-term investor, Selvaag Bolig now appears as one of the most interesting buying opportunities on the Stock Exchange.Completely agree that these are the challenges in the market, but it is precisely these conditions that underpin my point about Selvaag Bolig. We are heading towards a market with fewer developers, where it is mainly the large and well-capitalized players that remain. The smaller players are facing increasingly greater challenges regarding financing, risk, and capital requirements. This means less competition for companies like Selvaag Bolig, and I believe the market is underestimating the significance of that. It is the large players who have the capital and financial muscle to initiate projects in today's market. Sales on the drawing board are admittedly slower than before, but that does not mean the demand for housing is gone. My assessment is that many of the homes that are not sold during construction will be sold when they approach completion or are ready for occupancy. Just look at the secondary housing market, which is very strong in many places. An important reason for the difference is that people want to buy and sell housing in the same market. Very few dare to buy a home off the blueprint today, wait two years for completion, and only then sell their existing home. There is simply too much uncertainty linked to both interest rates and future selling prices. But the need for housing does not disappear for that reason. When it comes to construction costs, I do not think we should expect any significant decline either. Everything becomes more expensive over time, wages are going up, and steadily fewer people choose practical vocational trades. The supply of qualified craftsmen will thus be a challenge that will help keep construction costs high. This is a structural development, not just a temporary problem. The consequence is that new homes will hardly become significantly cheaper to produce in the future. At the same time, far too little is being built in relation to the long-term housing need. And it is precisely here that I believe the opportunity lies for Selvaag Bolig. They have the capital, organization, and execution capability to maintain activity while competitors have to sit on the fence. One must distinguish between a weak market for pre-sales and a weak underlying housing need. Those are two completely different things. I believe the large developers who manage to keep the wheels turning now will be the big winners when the market normalizes. And then today's share price may prove to have been very attractive.
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 |
|---|---|---|
| 20 | ||
| 19 | ||
| 67 | ||
| 445 | ||
| 274 |
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 Q3 - tulosraportti 5.11. | 6 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 6.8. | ||
2026 Q1 - tulosraportti 21.5. | ||
2025 Q4 - tulosraportti 11.2. | ||
2025 Q3 - tulosraportti 6.11.2025 | ||
2025 Q2 - tulosraportti 7.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
85 päivää sitten
‧46 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 Q3 - tulosraportti 5.11. | 6 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 6.8. | ||
2026 Q1 - tulosraportti 21.5. | ||
2025 Q4 - tulosraportti 11.2. | ||
2025 Q3 - tulosraportti 6.11.2025 | ||
2025 Q2 - tulosraportti 7.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
1,00 NOK/osake
Viimeisin osinko
3,15%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·1 päivä sittenSelvaag Bolig is an overlooked hidden gem on the Oslo Stock Exchange; those paying attention now are making a great bargain As a private developer in Bergen, one has their finger on the pulse and knows the realities of what has been a mildly put challenging housing market in recent years. Many have been scared off by high interest rates, tough financing requirements, and a general skepticism toward the real estate sector. But markets always overreact, and now we see a marked shift in pace that neither the stock market nor most retail investors have fully priced in yet. First, selling prices for new homes have finally been adjusted in line with the sharp rise in construction costs that we have left behind. Previously, margins were under pressure because contractor and material costs soared before the prices of finished homes managed to follow suit. That phase is over. Developers have now adapted to the new cost level, and the projects being put up for sale today have healthy and sustainable margins. Second, we see another very important dynamic in the market picture: It is now practically only the largest and most solid players who have the muscle to initiate new projects. Small and medium-sized developers struggle to get construction loans and dare not take the risk. This means that competition is sharpening, and giants like Selvaag Bolig manage to maintain good and stable activity in markets where others have to throw in the towel. Through my own projects and observations here in the region, I see that the demand for turnkey, modern homes is by no means gone; on the contrary, there is a structural shortage of homes in growth cities. Companies like Selvaag Bolig hit the nail on the head with their concepts, and the numbers also show that they maintain strong sales and solid operational performance amidst the headwinds. The share price has lagged behind on the Oslo Stock Exchange, weighed down by general macro anxiety. But when the market truly discovers that the major players have full control over costs, maintain high sales figures, and roll out profitable projects, the repricing will go fast. For the long-term investor, Selvaag Bolig now appears as one of the most interesting buying opportunities on the Stock Exchange.Completely agree that these are the challenges in the market, but it is precisely these conditions that underpin my point about Selvaag Bolig. We are heading towards a market with fewer developers, where it is mainly the large and well-capitalized players that remain. The smaller players are facing increasingly greater challenges regarding financing, risk, and capital requirements. This means less competition for companies like Selvaag Bolig, and I believe the market is underestimating the significance of that. It is the large players who have the capital and financial muscle to initiate projects in today's market. Sales on the drawing board are admittedly slower than before, but that does not mean the demand for housing is gone. My assessment is that many of the homes that are not sold during construction will be sold when they approach completion or are ready for occupancy. Just look at the secondary housing market, which is very strong in many places. An important reason for the difference is that people want to buy and sell housing in the same market. Very few dare to buy a home off the blueprint today, wait two years for completion, and only then sell their existing home. There is simply too much uncertainty linked to both interest rates and future selling prices. But the need for housing does not disappear for that reason. When it comes to construction costs, I do not think we should expect any significant decline either. Everything becomes more expensive over time, wages are going up, and steadily fewer people choose practical vocational trades. The supply of qualified craftsmen will thus be a challenge that will help keep construction costs high. This is a structural development, not just a temporary problem. The consequence is that new homes will hardly become significantly cheaper to produce in the future. At the same time, far too little is being built in relation to the long-term housing need. And it is precisely here that I believe the opportunity lies for Selvaag Bolig. They have the capital, organization, and execution capability to maintain activity while competitors have to sit on the fence. One must distinguish between a weak market for pre-sales and a weak underlying housing need. Those are two completely different things. I believe the large developers who manage to keep the wheels turning now will be the big winners when the market normalizes. And then today's share price may prove to have been very attractive.
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 |
|---|---|---|
| 20 | ||
| 19 | ||
| 67 | ||
| 445 | ||
| 274 |
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