2026 Q1 -tulosraportti
48 päivää sitten
‧32 min
4,75 NOK/osake
Viimeisin osinko
3,35%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 100 | - | - | ||
| 89 | - | - | ||
| 11 | - | - | ||
| 1 | - | - | ||
| 84 | - | - |
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 16.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 29.4. | ||
Vuosittainen yhtiökokous 2026 16.4. | ||
2025 Q4 -tulosraportti 4.2. | ||
2025 Q3 -tulosraportti 22.10.2025 | ||
2025 Q2 -tulosraportti 16.7.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
·1 päivä sittenhttps://www.finansavisen.no/finans/2026/06/15/8358547/disse-aksjene-bor-sta-seg-gjennom-borsuroen These shares should hold up through the market turmoil Storebrand portfolio manager Alf Inge Gjerde's favorites include a specialty chemicals producer, a pawn share, a contractor, and a rig owner. Share – It's not easy to navigate today's volatile market, with, among other things, war in the Middle East, constantly new Trump statements, and increased interest rates, states Gjerde, who is responsible for the management of the equity funds Storebrand Aksje Innland and Storebrand Verdi. – We therefore try to find companies that have a strong market position, acceptable valuation, and sufficient potential regardless of today's market turmoil. An example is Borregaard, which has seen a share price drop of around 30 percent since the new year. – The latest quarterly reports have been disappointing, largely due to lower demand for the agribusiness's core product, tougher competition from Chinese producers in the cellulose segment, and a stronger Norwegian currency, says Gjerde. – The company is now out of favor, but at today's share price level, the stock is reasonably priced, given the company's unique market position and strong track record. Has a competitive advantage The fourth in the favorite quartet is Odfjell Drilling, which, among other things, is expected to benefit from Norwegian oil companies' ambitions to maintain today's oil production also in 2035. – One of the company's rigs has been out of operation for a period, after they lost a blowout preventer, which has affected the share price in recent months, says Gjerde.
·12.6.Sat on the fence long enough. Then I'm in. I believe much of the negative is priced in, RSI is historically low if one is to use TA for anything. Solid company in temporary headwind is my conclusion. The long-term glasses are on.
·11.6.Bought at 164, 150, 140. Received some dividend along the way. Will buy more if it goes to 130. It's probably some employees who are now selling their shares that they received as a bonus.. as is done every year.. My strategy is to buy when others sell cheap (in my opinion).
·11.6. · MuokattuIf one is long-term, this is an interesting case at these levels. A forward P/E around 16–17 is quite reasonable for a quality company with strong market positions. A small short that is working now. :-) NUMERIC INVESTORS LLC 607 109 0,60% 09.06.2026. :-) https://ssr.finanstilsynet.no/Home/Details/NO0010657505 So a good strategy, I'm picking up little by little at these levels myself and we hope it finds 130 levels. ;-)
·10.6.Have followed this over time and think that Borregaard has a buying opportunity at 140 must be a good entry. As mentioned, it is 4 years since this was priced so low. Any opinions?
·11.6. · MuokattuAt the same time, it is a good sign that Borregaard did not downgrade its guidance in the first quarter. If the challenges are only temporary, today's share price may prove to be low. The company also has a lot of potential when production in the factories becomes more efficient in 2027/2028 and when the large investments are scheduled to cease from next year. This can provide a boost in both cash flow and profitability. The lithium-ion initiative is in an early commercial phase. Borregaard currently does not make money from this segment; instead, they are using resources on R&D and customer qualification. Ultimately, it all boils down to whether you trust that management can pivot the product mix quickly enough for the company to grow again and justify a higher valuation.
·9.6.The stock price at its lowest in nearly 4 years. Monitoring to increase here. There are limits to how much Alginor should affect the stock price,·9.6.It's not just alginor...·9.6.Weaker guidance going forward, largely due to the krone exchange rate, fuel costs, and increased cost pressure generally. In addition, the growth segment BioSolutions affected by a (hopefully) temporary delay in the value chain in Q1.
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
48 päivää sitten
‧32 min
4,75 NOK/osake
Viimeisin osinko
3,35%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
- ·1 päivä sittenhttps://www.finansavisen.no/finans/2026/06/15/8358547/disse-aksjene-bor-sta-seg-gjennom-borsuroen These shares should hold up through the market turmoil Storebrand portfolio manager Alf Inge Gjerde's favorites include a specialty chemicals producer, a pawn share, a contractor, and a rig owner. Share – It's not easy to navigate today's volatile market, with, among other things, war in the Middle East, constantly new Trump statements, and increased interest rates, states Gjerde, who is responsible for the management of the equity funds Storebrand Aksje Innland and Storebrand Verdi. – We therefore try to find companies that have a strong market position, acceptable valuation, and sufficient potential regardless of today's market turmoil. An example is Borregaard, which has seen a share price drop of around 30 percent since the new year. – The latest quarterly reports have been disappointing, largely due to lower demand for the agribusiness's core product, tougher competition from Chinese producers in the cellulose segment, and a stronger Norwegian currency, says Gjerde. – The company is now out of favor, but at today's share price level, the stock is reasonably priced, given the company's unique market position and strong track record. Has a competitive advantage The fourth in the favorite quartet is Odfjell Drilling, which, among other things, is expected to benefit from Norwegian oil companies' ambitions to maintain today's oil production also in 2035. – One of the company's rigs has been out of operation for a period, after they lost a blowout preventer, which has affected the share price in recent months, says Gjerde.
- ·12.6.Sat on the fence long enough. Then I'm in. I believe much of the negative is priced in, RSI is historically low if one is to use TA for anything. Solid company in temporary headwind is my conclusion. The long-term glasses are on.
- ·11.6.Bought at 164, 150, 140. Received some dividend along the way. Will buy more if it goes to 130. It's probably some employees who are now selling their shares that they received as a bonus.. as is done every year.. My strategy is to buy when others sell cheap (in my opinion).·11.6. · MuokattuIf one is long-term, this is an interesting case at these levels. A forward P/E around 16–17 is quite reasonable for a quality company with strong market positions. A small short that is working now. :-) NUMERIC INVESTORS LLC 607 109 0,60% 09.06.2026. :-) https://ssr.finanstilsynet.no/Home/Details/NO0010657505 So a good strategy, I'm picking up little by little at these levels myself and we hope it finds 130 levels. ;-)
- ·10.6.Have followed this over time and think that Borregaard has a buying opportunity at 140 must be a good entry. As mentioned, it is 4 years since this was priced so low. Any opinions?·11.6. · MuokattuAt the same time, it is a good sign that Borregaard did not downgrade its guidance in the first quarter. If the challenges are only temporary, today's share price may prove to be low. The company also has a lot of potential when production in the factories becomes more efficient in 2027/2028 and when the large investments are scheduled to cease from next year. This can provide a boost in both cash flow and profitability. The lithium-ion initiative is in an early commercial phase. Borregaard currently does not make money from this segment; instead, they are using resources on R&D and customer qualification. Ultimately, it all boils down to whether you trust that management can pivot the product mix quickly enough for the company to grow again and justify a higher valuation.
- ·9.6.The stock price at its lowest in nearly 4 years. Monitoring to increase here. There are limits to how much Alginor should affect the stock price,·9.6.It's not just alginor...·9.6.Weaker guidance going forward, largely due to the krone exchange rate, fuel costs, and increased cost pressure generally. In addition, the growth segment BioSolutions affected by a (hopefully) temporary delay in the value chain in Q1.
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 |
|---|---|---|---|---|
| 100 | - | - | ||
| 89 | - | - | ||
| 11 | - | - | ||
| 1 | - | - | ||
| 84 | - | - |
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 16.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 29.4. | ||
Vuosittainen yhtiökokous 2026 16.4. | ||
2025 Q4 -tulosraportti 4.2. | ||
2025 Q3 -tulosraportti 22.10.2025 | ||
2025 Q2 -tulosraportti 16.7.2025 |
2026 Q1 -tulosraportti
48 päivää sitten
‧32 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 16.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 29.4. | ||
Vuosittainen yhtiökokous 2026 16.4. | ||
2025 Q4 -tulosraportti 4.2. | ||
2025 Q3 -tulosraportti 22.10.2025 | ||
2025 Q2 -tulosraportti 16.7.2025 |
4,75 NOK/osake
Viimeisin osinko
3,35%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·1 päivä sittenhttps://www.finansavisen.no/finans/2026/06/15/8358547/disse-aksjene-bor-sta-seg-gjennom-borsuroen These shares should hold up through the market turmoil Storebrand portfolio manager Alf Inge Gjerde's favorites include a specialty chemicals producer, a pawn share, a contractor, and a rig owner. Share – It's not easy to navigate today's volatile market, with, among other things, war in the Middle East, constantly new Trump statements, and increased interest rates, states Gjerde, who is responsible for the management of the equity funds Storebrand Aksje Innland and Storebrand Verdi. – We therefore try to find companies that have a strong market position, acceptable valuation, and sufficient potential regardless of today's market turmoil. An example is Borregaard, which has seen a share price drop of around 30 percent since the new year. – The latest quarterly reports have been disappointing, largely due to lower demand for the agribusiness's core product, tougher competition from Chinese producers in the cellulose segment, and a stronger Norwegian currency, says Gjerde. – The company is now out of favor, but at today's share price level, the stock is reasonably priced, given the company's unique market position and strong track record. Has a competitive advantage The fourth in the favorite quartet is Odfjell Drilling, which, among other things, is expected to benefit from Norwegian oil companies' ambitions to maintain today's oil production also in 2035. – One of the company's rigs has been out of operation for a period, after they lost a blowout preventer, which has affected the share price in recent months, says Gjerde.
- ·12.6.Sat on the fence long enough. Then I'm in. I believe much of the negative is priced in, RSI is historically low if one is to use TA for anything. Solid company in temporary headwind is my conclusion. The long-term glasses are on.
- ·11.6.Bought at 164, 150, 140. Received some dividend along the way. Will buy more if it goes to 130. It's probably some employees who are now selling their shares that they received as a bonus.. as is done every year.. My strategy is to buy when others sell cheap (in my opinion).·11.6. · MuokattuIf one is long-term, this is an interesting case at these levels. A forward P/E around 16–17 is quite reasonable for a quality company with strong market positions. A small short that is working now. :-) NUMERIC INVESTORS LLC 607 109 0,60% 09.06.2026. :-) https://ssr.finanstilsynet.no/Home/Details/NO0010657505 So a good strategy, I'm picking up little by little at these levels myself and we hope it finds 130 levels. ;-)
- ·10.6.Have followed this over time and think that Borregaard has a buying opportunity at 140 must be a good entry. As mentioned, it is 4 years since this was priced so low. Any opinions?·11.6. · MuokattuAt the same time, it is a good sign that Borregaard did not downgrade its guidance in the first quarter. If the challenges are only temporary, today's share price may prove to be low. The company also has a lot of potential when production in the factories becomes more efficient in 2027/2028 and when the large investments are scheduled to cease from next year. This can provide a boost in both cash flow and profitability. The lithium-ion initiative is in an early commercial phase. Borregaard currently does not make money from this segment; instead, they are using resources on R&D and customer qualification. Ultimately, it all boils down to whether you trust that management can pivot the product mix quickly enough for the company to grow again and justify a higher valuation.
- ·9.6.The stock price at its lowest in nearly 4 years. Monitoring to increase here. There are limits to how much Alginor should affect the stock price,·9.6.It's not just alginor...·9.6.Weaker guidance going forward, largely due to the krone exchange rate, fuel costs, and increased cost pressure generally. In addition, the growth segment BioSolutions affected by a (hopefully) temporary delay in the value chain in Q1.
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 |
|---|---|---|---|---|
| 100 | - | - | ||
| 89 | - | - | ||
| 11 | - | - | ||
| 1 | - | - | ||
| 84 | - | - |
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