2026 Q2 - tulosraportti
58 päivää sitten
‧28 min
3,646 NOK/osake
Irtoamispäivä 13.11.
3,45%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 48 | - | - | ||
| 20 | - | - | ||
| 213 | - | - | ||
| 37 | - | - | ||
| 27 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 28.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 22.7. | ||
2026 Q1 - tulosraportti 6.5. | ||
2025 Q4 - tulosraportti 4.2. | ||
2025 Q3 - tulosraportti 29.10.2025 | ||
2025 Q2 - tulosraportti 23.7.2025 |
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
Kirjaudu
·1 t sittenPhysical prompt deliveries (Dated Brent) are said to be approximately 20 - 30 dollars above the futures contracts which are the prices normally referred to. Now, Dated Brent for loading in the coming days is expected to be at 120-130 dollars. Gas relative to oil is at 150-165 dollars. This generates money that can be used for good causes and some drops to shareholders. With no peace in sight and soon empty oil inventories, it's hard to see anything other than prices continuing northward after this small break we've had for a few days.
·1 t sittenSignificant change on the gas side – and it makes the winter case for Equinor somewhat stronger again. Fresh Reuters data on September 17 shows that Europe's inventories are around 69%, against a five-year average of 85% at the same time. JPMorgan now expects Europe to enter winter with around 70%, which would then be the lowest level recorded. TTF simultaneously remains around €81/MWh, +150% in one year, and Morgan Stanley sees around €100/MWh as possible depending on the winter weather. The most important new thing is the LNG horizon. Morgan Stanley now estimates that Qatari LNG flows will not normalize until Q1 2027, and even that timing is uncertain. Qatar's global deliveries are expected to fall more than 60% this year to around 44 bcm due to Hormuz. This means that the demand destruction in Asia that I highlighted in the previous check helps Europe, but does not eliminate the structural winter risk. The weather forecast is still the big counterweight: Super-El-Niño points towards a milder and windier Europe. But JPMorgan finds no statistically significant link between strong El Niño and a mild European winter. A cold winter would, according to the EU Commission's estimate, increase European demand by around 30 bcm. With entry inventories around 70%, the weather therefore becomes asymmetrical: a mild winter is manageable, while a normal-cold or cold winter can quickly become very bullish for TTF. On the oil side, however, developments have been somewhat bearish since the last check. Brent closed on September 17 at 104.82 USD, down another approximately 1%, as Saudi Arabia's transshipments outside Oman are working well enough to alleviate the scarcity. At the same time, East–West is still shut down and three pumping stations are reported to be damaged. Hormuz is definitely not normalized: only three observable commercial vessels passed on Wednesday, compared to 12 the day before and a ten-day average of around 17; however, dark AIS passages mean that actual traffic is greater. For Equinor, the oil and gas changes partly cancel each other out. I would therefore only marginally adjust yesterday's 530–565 NOK to approximately 535–570 NOK as the main scenario and maintain around 495–585 NOK as a broader range. The truly interesting scenario has now become a cold winter + continued Qatari LNG shortfall: then TTF above €100 could become realistic and the Equinor valuation could again start to be pushed towards 580–600+ NOK, even without Brent at 120.
·2 päivää sitten
I partially agree, and I imagine that oil-related stocks will provide good returns in the coming 2-3 years, but are the stock prices as written in the article realistic? We saw and are used to the market and stock prices being severely punished as soon as there are rumors of peace. What if there is peace and the oil price plummets? With an oil price of 75, I imagine that Equinor is at 350 +/- and starts to fall gradually.- ·3 päivää sittenSignificant deterioration on the Saudi/Red Sea side: The Houthis have now taken Perim Island at Bab el-Mandeb and are reported to have effective control over almost the entire west coast of Yemen. At the same time, they have intensified missile and drone attacks against Saudi Arabia, while Saudi/Yemeni aircraft respond with increased bombings. The USA has so far refrained from the direct military intervention Saudi Arabia has requested. This is relevant for the Equinor case because Saudi Arabia's alternative export route is now exposed to risk at both ends: Hormuz is still practically blocked, the East–West pipeline remains completely out of operation without a specified restart date, and the Red Sea/Bab el-Mandeb – where the pipeline leads – has become significantly more militarily insecure. Reuters continues to estimate that a prolonged pipeline outage could make up to approximately 4 % of global oil production unavailable. Brent has simultaneously risen again to approximately 107 USD/barrel after Monday's settlement at 105.68. This is not in itself a new price regime shift, but the market is starting to price in the deteriorated logistics. I therefore do not raise the valuation range itself from approx. 495–570 NOK, but again shift the probability mass upwards: approximately 530–555 NOK now appears as a more reasonable main area if the situation persists. The bull scenario of 570+ NOK has become more likely, as a functioning East–West pipeline would no longer automatically solve Saudi Arabia's export problems if Bab el-Mandeb simultaneously remains threatened. TTF, European inventories, and winter forecasts, however, show no sufficiently large new change since the previous check to warrant further adjustment.
I think it's better to drop buybacks and rather distribute the money to the owners so we can buy more or invest as desired. Who in management benefits from and possibly gets / has options and bonuses from a price increase?? Better with a lower price and a larger dividend to the owners..
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.
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
58 päivää sitten
‧28 min
3,646 NOK/osake
Irtoamispäivä 13.11.
3,45%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
Kirjaudu
- ·1 t sittenPhysical prompt deliveries (Dated Brent) are said to be approximately 20 - 30 dollars above the futures contracts which are the prices normally referred to. Now, Dated Brent for loading in the coming days is expected to be at 120-130 dollars. Gas relative to oil is at 150-165 dollars. This generates money that can be used for good causes and some drops to shareholders. With no peace in sight and soon empty oil inventories, it's hard to see anything other than prices continuing northward after this small break we've had for a few days.
- ·1 t sittenSignificant change on the gas side – and it makes the winter case for Equinor somewhat stronger again. Fresh Reuters data on September 17 shows that Europe's inventories are around 69%, against a five-year average of 85% at the same time. JPMorgan now expects Europe to enter winter with around 70%, which would then be the lowest level recorded. TTF simultaneously remains around €81/MWh, +150% in one year, and Morgan Stanley sees around €100/MWh as possible depending on the winter weather. The most important new thing is the LNG horizon. Morgan Stanley now estimates that Qatari LNG flows will not normalize until Q1 2027, and even that timing is uncertain. Qatar's global deliveries are expected to fall more than 60% this year to around 44 bcm due to Hormuz. This means that the demand destruction in Asia that I highlighted in the previous check helps Europe, but does not eliminate the structural winter risk. The weather forecast is still the big counterweight: Super-El-Niño points towards a milder and windier Europe. But JPMorgan finds no statistically significant link between strong El Niño and a mild European winter. A cold winter would, according to the EU Commission's estimate, increase European demand by around 30 bcm. With entry inventories around 70%, the weather therefore becomes asymmetrical: a mild winter is manageable, while a normal-cold or cold winter can quickly become very bullish for TTF. On the oil side, however, developments have been somewhat bearish since the last check. Brent closed on September 17 at 104.82 USD, down another approximately 1%, as Saudi Arabia's transshipments outside Oman are working well enough to alleviate the scarcity. At the same time, East–West is still shut down and three pumping stations are reported to be damaged. Hormuz is definitely not normalized: only three observable commercial vessels passed on Wednesday, compared to 12 the day before and a ten-day average of around 17; however, dark AIS passages mean that actual traffic is greater. For Equinor, the oil and gas changes partly cancel each other out. I would therefore only marginally adjust yesterday's 530–565 NOK to approximately 535–570 NOK as the main scenario and maintain around 495–585 NOK as a broader range. The truly interesting scenario has now become a cold winter + continued Qatari LNG shortfall: then TTF above €100 could become realistic and the Equinor valuation could again start to be pushed towards 580–600+ NOK, even without Brent at 120.
- ·2 päivää sittenI partially agree, and I imagine that oil-related stocks will provide good returns in the coming 2-3 years, but are the stock prices as written in the article realistic? We saw and are used to the market and stock prices being severely punished as soon as there are rumors of peace. What if there is peace and the oil price plummets? With an oil price of 75, I imagine that Equinor is at 350 +/- and starts to fall gradually.
- ·3 päivää sittenSignificant deterioration on the Saudi/Red Sea side: The Houthis have now taken Perim Island at Bab el-Mandeb and are reported to have effective control over almost the entire west coast of Yemen. At the same time, they have intensified missile and drone attacks against Saudi Arabia, while Saudi/Yemeni aircraft respond with increased bombings. The USA has so far refrained from the direct military intervention Saudi Arabia has requested. This is relevant for the Equinor case because Saudi Arabia's alternative export route is now exposed to risk at both ends: Hormuz is still practically blocked, the East–West pipeline remains completely out of operation without a specified restart date, and the Red Sea/Bab el-Mandeb – where the pipeline leads – has become significantly more militarily insecure. Reuters continues to estimate that a prolonged pipeline outage could make up to approximately 4 % of global oil production unavailable. Brent has simultaneously risen again to approximately 107 USD/barrel after Monday's settlement at 105.68. This is not in itself a new price regime shift, but the market is starting to price in the deteriorated logistics. I therefore do not raise the valuation range itself from approx. 495–570 NOK, but again shift the probability mass upwards: approximately 530–555 NOK now appears as a more reasonable main area if the situation persists. The bull scenario of 570+ NOK has become more likely, as a functioning East–West pipeline would no longer automatically solve Saudi Arabia's export problems if Bab el-Mandeb simultaneously remains threatened. TTF, European inventories, and winter forecasts, however, show no sufficiently large new change since the previous check to warrant further adjustment.I think it's better to drop buybacks and rather distribute the money to the owners so we can buy more or invest as desired. Who in management benefits from and possibly gets / has options and bonuses from a price increase?? Better with a lower price and a larger dividend to the owners..
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 |
|---|---|---|---|---|
| 48 | - | - | ||
| 20 | - | - | ||
| 213 | - | - | ||
| 37 | - | - | ||
| 27 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 28.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 22.7. | ||
2026 Q1 - tulosraportti 6.5. | ||
2025 Q4 - tulosraportti 4.2. | ||
2025 Q3 - tulosraportti 29.10.2025 | ||
2025 Q2 - tulosraportti 23.7.2025 |
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
58 päivää sitten
‧28 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 28.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 22.7. | ||
2026 Q1 - tulosraportti 6.5. | ||
2025 Q4 - tulosraportti 4.2. | ||
2025 Q3 - tulosraportti 29.10.2025 | ||
2025 Q2 - tulosraportti 23.7.2025 |
3,646 NOK/osake
Irtoamispäivä 13.11.
3,45%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·1 t sittenPhysical prompt deliveries (Dated Brent) are said to be approximately 20 - 30 dollars above the futures contracts which are the prices normally referred to. Now, Dated Brent for loading in the coming days is expected to be at 120-130 dollars. Gas relative to oil is at 150-165 dollars. This generates money that can be used for good causes and some drops to shareholders. With no peace in sight and soon empty oil inventories, it's hard to see anything other than prices continuing northward after this small break we've had for a few days.
- ·1 t sittenSignificant change on the gas side – and it makes the winter case for Equinor somewhat stronger again. Fresh Reuters data on September 17 shows that Europe's inventories are around 69%, against a five-year average of 85% at the same time. JPMorgan now expects Europe to enter winter with around 70%, which would then be the lowest level recorded. TTF simultaneously remains around €81/MWh, +150% in one year, and Morgan Stanley sees around €100/MWh as possible depending on the winter weather. The most important new thing is the LNG horizon. Morgan Stanley now estimates that Qatari LNG flows will not normalize until Q1 2027, and even that timing is uncertain. Qatar's global deliveries are expected to fall more than 60% this year to around 44 bcm due to Hormuz. This means that the demand destruction in Asia that I highlighted in the previous check helps Europe, but does not eliminate the structural winter risk. The weather forecast is still the big counterweight: Super-El-Niño points towards a milder and windier Europe. But JPMorgan finds no statistically significant link between strong El Niño and a mild European winter. A cold winter would, according to the EU Commission's estimate, increase European demand by around 30 bcm. With entry inventories around 70%, the weather therefore becomes asymmetrical: a mild winter is manageable, while a normal-cold or cold winter can quickly become very bullish for TTF. On the oil side, however, developments have been somewhat bearish since the last check. Brent closed on September 17 at 104.82 USD, down another approximately 1%, as Saudi Arabia's transshipments outside Oman are working well enough to alleviate the scarcity. At the same time, East–West is still shut down and three pumping stations are reported to be damaged. Hormuz is definitely not normalized: only three observable commercial vessels passed on Wednesday, compared to 12 the day before and a ten-day average of around 17; however, dark AIS passages mean that actual traffic is greater. For Equinor, the oil and gas changes partly cancel each other out. I would therefore only marginally adjust yesterday's 530–565 NOK to approximately 535–570 NOK as the main scenario and maintain around 495–585 NOK as a broader range. The truly interesting scenario has now become a cold winter + continued Qatari LNG shortfall: then TTF above €100 could become realistic and the Equinor valuation could again start to be pushed towards 580–600+ NOK, even without Brent at 120.
- ·2 päivää sittenI partially agree, and I imagine that oil-related stocks will provide good returns in the coming 2-3 years, but are the stock prices as written in the article realistic? We saw and are used to the market and stock prices being severely punished as soon as there are rumors of peace. What if there is peace and the oil price plummets? With an oil price of 75, I imagine that Equinor is at 350 +/- and starts to fall gradually.
- ·3 päivää sittenSignificant deterioration on the Saudi/Red Sea side: The Houthis have now taken Perim Island at Bab el-Mandeb and are reported to have effective control over almost the entire west coast of Yemen. At the same time, they have intensified missile and drone attacks against Saudi Arabia, while Saudi/Yemeni aircraft respond with increased bombings. The USA has so far refrained from the direct military intervention Saudi Arabia has requested. This is relevant for the Equinor case because Saudi Arabia's alternative export route is now exposed to risk at both ends: Hormuz is still practically blocked, the East–West pipeline remains completely out of operation without a specified restart date, and the Red Sea/Bab el-Mandeb – where the pipeline leads – has become significantly more militarily insecure. Reuters continues to estimate that a prolonged pipeline outage could make up to approximately 4 % of global oil production unavailable. Brent has simultaneously risen again to approximately 107 USD/barrel after Monday's settlement at 105.68. This is not in itself a new price regime shift, but the market is starting to price in the deteriorated logistics. I therefore do not raise the valuation range itself from approx. 495–570 NOK, but again shift the probability mass upwards: approximately 530–555 NOK now appears as a more reasonable main area if the situation persists. The bull scenario of 570+ NOK has become more likely, as a functioning East–West pipeline would no longer automatically solve Saudi Arabia's export problems if Bab el-Mandeb simultaneously remains threatened. TTF, European inventories, and winter forecasts, however, show no sufficiently large new change since the previous check to warrant further adjustment.I think it's better to drop buybacks and rather distribute the money to the owners so we can buy more or invest as desired. Who in management benefits from and possibly gets / has options and bonuses from a price increase?? Better with a lower price and a larger dividend to the owners..
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 |
|---|---|---|---|---|
| 48 | - | - | ||
| 20 | - | - | ||
| 213 | - | - | ||
| 37 | - | - | ||
| 27 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt