2026 Q2 -tulosraportti
44 päivää sitten
‧28 min
3,6281 NOK/osake
Irtoamispäivä 13.11.
3,59%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 93 | - | - | ||
| 1 871 | - | - | ||
| 21 | - | - | ||
| 800 | - | - | ||
| 68 | - | - |
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
3 t sitten · MuokattuCold Winter, Continued Hormuz Disruption: Gas Is the Trade, Crude Is the Backdrop Cold winter plus continued Gulf disruption is a clean bull case for European gas. For crude, it is mostly backdrop. TTF is above €70/MWh, the highest since early 2023, with Gulf LNG, including Qatar, constrained by the Hormuz disruption. Europe entered autumn with relatively low storage, and inventories typically bottom at winter's end. A cold December through February can drain storage faster, leaving February and March most exposed, precisely when refilling for the following winter becomes urgent. Goldman flags December TTF potentially above €100 if Middle East supply normalises only gradually; Morningstar sees €90 to €120 in a cold-winter scenario. Brent is global. The Hormuz premium outweighs European weather, and the EIA sees Brent around $85 in Q3 before easing toward $69 in 2027 as supply normalises. Cold weather is a second-order factor for crude itself. The trade also only works if the disruption holds: a durable ceasefire and reopening of Hormuz could drain the premium quickly, and equities may only partially capitalise a premium viewed as temporary. For positioning, the distinction is clear. Equinor is the sharp instrument: gas-weighted, with Norwegian pipeline gas becoming more valuable precisely when Gulf LNG is constrained, offset by Norway's petroleum tax and potential NOK strength. BGF World Energy is the blunt one, more oil-weighted, so a TTF spike reaches the portfolio in diluted form. Shell and TotalEnergies bring meaningful LNG exposure, while Valero and Marathon Petroleum are primarily crack-spread plays rather than direct bets on the crude price. The key question: is late winter 2027 underpriced as an energy catalyst, or is it already embedded in the forward curve? Written with assistance of AI. Sources: https://www.euronews.com/business/2026/08/31/european-natural-gas-price-tops-70-for-first-time-since-january-2023 https://www.cnbc.com/2026/08/27/europe-gas-storage-prices-winter-lng.html https://www.eia.gov/outlooks/steo/ https://www.iea.org/reports/oil-market-report-august-2026 https://tradingeconomics.com/commodity/eu-natural-gas/news/523929
·3 t sittenSignificant deterioration in the storage part of the gas case: the latest picture now suggests that Germany is unlikely to reach its national storage target before November 1. German storage is around 53%, and industry assessments describe the target of around 70–71% as practically very difficult or impossible to reach without stronger measures. The Netherlands is also very low, around 47%. The EU total is only about 65.9% full, which is exceptionally low for the beginning of September. This is primarily an increased winter risk, not an acute gas shortage. The EU Commission still maintains that supply preparedness is sufficient, and the milder-winter scenario linked to the strong El Niño forecast acts as a counterweight. Furthermore, TTF has actually fallen back to around €72/MWh in morning trading, from €74–75 earlier in the week. Hormuz has not normalized at the same time. Only four visible commodity vessels passed on Thursday, against a ten-day average of 15, and Rystad now expects continued low traffic through November. This is a relevant signal that the disruption could be long-lasting. Brent, however, remains around $95.5/barrel, so no new $100-breakout. Net, I therefore do not significantly raise the midpoint, but reintroduce some of the upside risk in the gas leg: roughly 505–625 NOK for Equinor, from approximately 505–620 NOK. The most important new development is that the probability of a very tight European gas balance during a cold period this winter has increased, even if the base scenario is still not physical shortage.
·7 t sittenNorges miljøvernforbund has reported a drone operator on Equinor's Njord platform to the police for animal cruelty. Read the case on Norges miljøvernforbund's websites, here: https://www.nmf.no/nmf-anmelder-ukjent-rov-pilot-breiflabb-mishandlet-ved-njord-plattforme/
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
44 päivää sitten
‧28 min
3,6281 NOK/osake
Irtoamispäivä 13.11.
3,59%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
- 3 t sitten · MuokattuCold Winter, Continued Hormuz Disruption: Gas Is the Trade, Crude Is the Backdrop Cold winter plus continued Gulf disruption is a clean bull case for European gas. For crude, it is mostly backdrop. TTF is above €70/MWh, the highest since early 2023, with Gulf LNG, including Qatar, constrained by the Hormuz disruption. Europe entered autumn with relatively low storage, and inventories typically bottom at winter's end. A cold December through February can drain storage faster, leaving February and March most exposed, precisely when refilling for the following winter becomes urgent. Goldman flags December TTF potentially above €100 if Middle East supply normalises only gradually; Morningstar sees €90 to €120 in a cold-winter scenario. Brent is global. The Hormuz premium outweighs European weather, and the EIA sees Brent around $85 in Q3 before easing toward $69 in 2027 as supply normalises. Cold weather is a second-order factor for crude itself. The trade also only works if the disruption holds: a durable ceasefire and reopening of Hormuz could drain the premium quickly, and equities may only partially capitalise a premium viewed as temporary. For positioning, the distinction is clear. Equinor is the sharp instrument: gas-weighted, with Norwegian pipeline gas becoming more valuable precisely when Gulf LNG is constrained, offset by Norway's petroleum tax and potential NOK strength. BGF World Energy is the blunt one, more oil-weighted, so a TTF spike reaches the portfolio in diluted form. Shell and TotalEnergies bring meaningful LNG exposure, while Valero and Marathon Petroleum are primarily crack-spread plays rather than direct bets on the crude price. The key question: is late winter 2027 underpriced as an energy catalyst, or is it already embedded in the forward curve? Written with assistance of AI. Sources: https://www.euronews.com/business/2026/08/31/european-natural-gas-price-tops-70-for-first-time-since-january-2023 https://www.cnbc.com/2026/08/27/europe-gas-storage-prices-winter-lng.html https://www.eia.gov/outlooks/steo/ https://www.iea.org/reports/oil-market-report-august-2026 https://tradingeconomics.com/commodity/eu-natural-gas/news/523929
- ·3 t sittenSignificant deterioration in the storage part of the gas case: the latest picture now suggests that Germany is unlikely to reach its national storage target before November 1. German storage is around 53%, and industry assessments describe the target of around 70–71% as practically very difficult or impossible to reach without stronger measures. The Netherlands is also very low, around 47%. The EU total is only about 65.9% full, which is exceptionally low for the beginning of September. This is primarily an increased winter risk, not an acute gas shortage. The EU Commission still maintains that supply preparedness is sufficient, and the milder-winter scenario linked to the strong El Niño forecast acts as a counterweight. Furthermore, TTF has actually fallen back to around €72/MWh in morning trading, from €74–75 earlier in the week. Hormuz has not normalized at the same time. Only four visible commodity vessels passed on Thursday, against a ten-day average of 15, and Rystad now expects continued low traffic through November. This is a relevant signal that the disruption could be long-lasting. Brent, however, remains around $95.5/barrel, so no new $100-breakout. Net, I therefore do not significantly raise the midpoint, but reintroduce some of the upside risk in the gas leg: roughly 505–625 NOK for Equinor, from approximately 505–620 NOK. The most important new development is that the probability of a very tight European gas balance during a cold period this winter has increased, even if the base scenario is still not physical shortage.
- ·7 t sittenNorges miljøvernforbund has reported a drone operator on Equinor's Njord platform to the police for animal cruelty. Read the case on Norges miljøvernforbund's websites, here: https://www.nmf.no/nmf-anmelder-ukjent-rov-pilot-breiflabb-mishandlet-ved-njord-plattforme/
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 |
|---|---|---|---|---|
| 93 | - | - | ||
| 1 871 | - | - | ||
| 21 | - | - | ||
| 800 | - | - | ||
| 68 | - | - |
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
44 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 |
3,6281 NOK/osake
Irtoamispäivä 13.11.
3,59%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- 3 t sitten · MuokattuCold Winter, Continued Hormuz Disruption: Gas Is the Trade, Crude Is the Backdrop Cold winter plus continued Gulf disruption is a clean bull case for European gas. For crude, it is mostly backdrop. TTF is above €70/MWh, the highest since early 2023, with Gulf LNG, including Qatar, constrained by the Hormuz disruption. Europe entered autumn with relatively low storage, and inventories typically bottom at winter's end. A cold December through February can drain storage faster, leaving February and March most exposed, precisely when refilling for the following winter becomes urgent. Goldman flags December TTF potentially above €100 if Middle East supply normalises only gradually; Morningstar sees €90 to €120 in a cold-winter scenario. Brent is global. The Hormuz premium outweighs European weather, and the EIA sees Brent around $85 in Q3 before easing toward $69 in 2027 as supply normalises. Cold weather is a second-order factor for crude itself. The trade also only works if the disruption holds: a durable ceasefire and reopening of Hormuz could drain the premium quickly, and equities may only partially capitalise a premium viewed as temporary. For positioning, the distinction is clear. Equinor is the sharp instrument: gas-weighted, with Norwegian pipeline gas becoming more valuable precisely when Gulf LNG is constrained, offset by Norway's petroleum tax and potential NOK strength. BGF World Energy is the blunt one, more oil-weighted, so a TTF spike reaches the portfolio in diluted form. Shell and TotalEnergies bring meaningful LNG exposure, while Valero and Marathon Petroleum are primarily crack-spread plays rather than direct bets on the crude price. The key question: is late winter 2027 underpriced as an energy catalyst, or is it already embedded in the forward curve? Written with assistance of AI. Sources: https://www.euronews.com/business/2026/08/31/european-natural-gas-price-tops-70-for-first-time-since-january-2023 https://www.cnbc.com/2026/08/27/europe-gas-storage-prices-winter-lng.html https://www.eia.gov/outlooks/steo/ https://www.iea.org/reports/oil-market-report-august-2026 https://tradingeconomics.com/commodity/eu-natural-gas/news/523929
- ·3 t sittenSignificant deterioration in the storage part of the gas case: the latest picture now suggests that Germany is unlikely to reach its national storage target before November 1. German storage is around 53%, and industry assessments describe the target of around 70–71% as practically very difficult or impossible to reach without stronger measures. The Netherlands is also very low, around 47%. The EU total is only about 65.9% full, which is exceptionally low for the beginning of September. This is primarily an increased winter risk, not an acute gas shortage. The EU Commission still maintains that supply preparedness is sufficient, and the milder-winter scenario linked to the strong El Niño forecast acts as a counterweight. Furthermore, TTF has actually fallen back to around €72/MWh in morning trading, from €74–75 earlier in the week. Hormuz has not normalized at the same time. Only four visible commodity vessels passed on Thursday, against a ten-day average of 15, and Rystad now expects continued low traffic through November. This is a relevant signal that the disruption could be long-lasting. Brent, however, remains around $95.5/barrel, so no new $100-breakout. Net, I therefore do not significantly raise the midpoint, but reintroduce some of the upside risk in the gas leg: roughly 505–625 NOK for Equinor, from approximately 505–620 NOK. The most important new development is that the probability of a very tight European gas balance during a cold period this winter has increased, even if the base scenario is still not physical shortage.
- ·7 t sittenNorges miljøvernforbund has reported a drone operator on Equinor's Njord platform to the police for animal cruelty. Read the case on Norges miljøvernforbund's websites, here: https://www.nmf.no/nmf-anmelder-ukjent-rov-pilot-breiflabb-mishandlet-ved-njord-plattforme/
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 |
|---|---|---|---|---|
| 93 | - | - | ||
| 1 871 | - | - | ||
| 21 | - | - | ||
| 800 | - | - | ||
| 68 | - | - |
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