2026 Q2 - tulosraportti
95 päivää sitten
‧28 min
3,6396 NOK/osake
Irtoamispäivä 13.11.
3,21%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 11 | - | - | ||
| 18 | - | - | ||
| 2 | - | - | ||
| 58 | - | - | ||
| 40 | - | - |
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
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 28.10. | 3 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 22.7. | ||
Vuosittainen yhtiökokous 2026 12.5. | ||
2026 Q1 - tulosraportti 6.5. | ||
2025 Q4 - tulosraportti 4.2. | ||
2025 Q3 - tulosraportti 29.10.2025 |
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 t sittenFollow the molecule, not the message: reading oil in a contested information environment Iran claims seven tankers were struck. Washington claims Tehran is fabricating incidents to lift prices ahead of the midterms. Neither claim has been independently established. Yet Brent settled at $116.72 on Friday, its highest close since April 29. The market is not waiting for verification. It is pricing the probability that one side is right. Each party has a clear incentive to shape the narrative. Tehran benefits from projecting control over Hormuz and sustaining war-related pricing. Washington benefits from stable gasoline prices into November 3. Israeli sources told ABC News that joint strikes on Iran are being planned, and in their assessment will almost certainly follow the election, given the administration's reluctance to unsettle oil markets during the campaign. If that assessment holds, even the timing of escalation may be shaped by the oil price. For capital allocation, the more useful question is not who is telling the truth, but what it costs to move the barrel. By mid-October, shipping crude from the Gulf to Asia cost more than $37 per barrel, over five times prewar levels, according to the IEA. Freight is settled in cash and leaves a measurable footprint that official statements do not. Total Gulf exports have approached or exceeded prewar levels, but Kpler estimates flows through Hormuz itself at around 82%, and other trackers have reported lower figures. The barrels are reaching the market, but at materially higher cost and through longer, more fragile routes. The hard data has blind spots of its own. Tankers in the US-supported shuttle system frequently transit Hormuz with AIS transponders switched off, and UKMTO acknowledges that many attacked vessels never report. Curve structure deserves as much attention as flat price. A fear-driven spike typically lifts the prompt contract more than deferred months, whereas a sustained supply loss tends to appear in steeper backwardation, prompt spreads and refining margins. The curve also reflects inventories, demand and liquidity, so it is a signal rather than proof. The distinction between risk and loss is already observable. On October 21, debris from an intercepted drone killed two people near a processing plant at Aramco's Shaybah field, yet operations were not disrupted. That is a geopolitical premium at work, not missing supply. Our working framework is convergence. When freight, insurance, curve structure and an independently verified incident align, conviction should rise. When only one government's statement points in that direction, the information should be treated as unverified until corroborated. Post November 3, this premium will either compress or evolve into a genuine supply shock. Which indicator do you expect to confirm the direction first? #Oil #Brent #Energy #Iran #USA #Hormuz #Commodities #Geopolitics #Nordnet #Investing Disclosure: I have no oil-related financial interests. This post was created with AI assistance. Sources: https://gcaptain.com/iran-claims-more-ships-struck-near-hormuz-as-trump-accuses-tehran-of-faking-hits/ https://www.iea.org/commentaries/the-soaring-cost-of-shipping-is-lifting-the-price-of-oil-for-consumers https://al-monitor.com/originals/2026/10/gulf-oil-exports-surpass-prewar-levels-despite-escalating-tanker-attacks https://bernama.com/en/world/news.php?id=2613497 https://www.cnbc.com/2026/10/23/oil-price-brent-wti-iran-war-saudi-arabia.html https://abcnews.com/amp/Politics/us-israel-drawing-plans-resume-attacks-iran-post/story?id=137479897 https://shafaq.com/en/Middle-East/Two-killed-in-Saudi-oilfield-drone-attack
·1 päivä sittenFantastic day for oil, but what do you think happens if the AI bubble bursts in the US? It will probably drag down most things, but how will oil fare?
Oil will not fall dramatically unless you get a recession out of it. The reason is the extremely low oil inventories around and the possibility of filling them in a short time. Even usa, by far the world's largest exporter, now has 70 days of reserve. That is extreme. But a global recession, which has no direct link to an "ai bubble", will drag down oil because oil demand will fall globally. And that the ai bubble bursts does not necessarily have to drag down everything.. You can see how everything else is holding up now vs AI stocks that are down 40-60%… If the big companies, Google, Microsoft, Amazon etc blow up, then yes definitely it will drag down everything. It is a reflection of mechanical trade as everyone is in those stocks. That some small neocloud or semie companies crack, has little to say for the market. Then you have to see the big ones drop revenue significantly then it will automatically send a tidal wave through the world's markets.
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
95 päivää sitten
‧28 min
3,6396 NOK/osake
Irtoamispäivä 13.11.
3,21%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 t sittenFollow the molecule, not the message: reading oil in a contested information environment Iran claims seven tankers were struck. Washington claims Tehran is fabricating incidents to lift prices ahead of the midterms. Neither claim has been independently established. Yet Brent settled at $116.72 on Friday, its highest close since April 29. The market is not waiting for verification. It is pricing the probability that one side is right. Each party has a clear incentive to shape the narrative. Tehran benefits from projecting control over Hormuz and sustaining war-related pricing. Washington benefits from stable gasoline prices into November 3. Israeli sources told ABC News that joint strikes on Iran are being planned, and in their assessment will almost certainly follow the election, given the administration's reluctance to unsettle oil markets during the campaign. If that assessment holds, even the timing of escalation may be shaped by the oil price. For capital allocation, the more useful question is not who is telling the truth, but what it costs to move the barrel. By mid-October, shipping crude from the Gulf to Asia cost more than $37 per barrel, over five times prewar levels, according to the IEA. Freight is settled in cash and leaves a measurable footprint that official statements do not. Total Gulf exports have approached or exceeded prewar levels, but Kpler estimates flows through Hormuz itself at around 82%, and other trackers have reported lower figures. The barrels are reaching the market, but at materially higher cost and through longer, more fragile routes. The hard data has blind spots of its own. Tankers in the US-supported shuttle system frequently transit Hormuz with AIS transponders switched off, and UKMTO acknowledges that many attacked vessels never report. Curve structure deserves as much attention as flat price. A fear-driven spike typically lifts the prompt contract more than deferred months, whereas a sustained supply loss tends to appear in steeper backwardation, prompt spreads and refining margins. The curve also reflects inventories, demand and liquidity, so it is a signal rather than proof. The distinction between risk and loss is already observable. On October 21, debris from an intercepted drone killed two people near a processing plant at Aramco's Shaybah field, yet operations were not disrupted. That is a geopolitical premium at work, not missing supply. Our working framework is convergence. When freight, insurance, curve structure and an independently verified incident align, conviction should rise. When only one government's statement points in that direction, the information should be treated as unverified until corroborated. Post November 3, this premium will either compress or evolve into a genuine supply shock. Which indicator do you expect to confirm the direction first? #Oil #Brent #Energy #Iran #USA #Hormuz #Commodities #Geopolitics #Nordnet #Investing Disclosure: I have no oil-related financial interests. This post was created with AI assistance. Sources: https://gcaptain.com/iran-claims-more-ships-struck-near-hormuz-as-trump-accuses-tehran-of-faking-hits/ https://www.iea.org/commentaries/the-soaring-cost-of-shipping-is-lifting-the-price-of-oil-for-consumers https://al-monitor.com/originals/2026/10/gulf-oil-exports-surpass-prewar-levels-despite-escalating-tanker-attacks https://bernama.com/en/world/news.php?id=2613497 https://www.cnbc.com/2026/10/23/oil-price-brent-wti-iran-war-saudi-arabia.html https://abcnews.com/amp/Politics/us-israel-drawing-plans-resume-attacks-iran-post/story?id=137479897 https://shafaq.com/en/Middle-East/Two-killed-in-Saudi-oilfield-drone-attack
- ·1 päivä sittenFantastic day for oil, but what do you think happens if the AI bubble bursts in the US? It will probably drag down most things, but how will oil fare?Oil will not fall dramatically unless you get a recession out of it. The reason is the extremely low oil inventories around and the possibility of filling them in a short time. Even usa, by far the world's largest exporter, now has 70 days of reserve. That is extreme. But a global recession, which has no direct link to an "ai bubble", will drag down oil because oil demand will fall globally. And that the ai bubble bursts does not necessarily have to drag down everything.. You can see how everything else is holding up now vs AI stocks that are down 40-60%… If the big companies, Google, Microsoft, Amazon etc blow up, then yes definitely it will drag down everything. It is a reflection of mechanical trade as everyone is in those stocks. That some small neocloud or semie companies crack, has little to say for the market. Then you have to see the big ones drop revenue significantly then it will automatically send a tidal wave through the world's markets.
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 |
|---|---|---|---|---|
| 11 | - | - | ||
| 18 | - | - | ||
| 2 | - | - | ||
| 58 | - | - | ||
| 40 | - | - |
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
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 28.10. | 3 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 22.7. | ||
Vuosittainen yhtiökokous 2026 12.5. | ||
2026 Q1 - tulosraportti 6.5. | ||
2025 Q4 - tulosraportti 4.2. | ||
2025 Q3 - tulosraportti 29.10.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
95 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. | 3 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 22.7. | ||
Vuosittainen yhtiökokous 2026 12.5. | ||
2026 Q1 - tulosraportti 6.5. | ||
2025 Q4 - tulosraportti 4.2. | ||
2025 Q3 - tulosraportti 29.10.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
3,6396 NOK/osake
Irtoamispäivä 13.11.
3,21%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- 1 t sittenFollow the molecule, not the message: reading oil in a contested information environment Iran claims seven tankers were struck. Washington claims Tehran is fabricating incidents to lift prices ahead of the midterms. Neither claim has been independently established. Yet Brent settled at $116.72 on Friday, its highest close since April 29. The market is not waiting for verification. It is pricing the probability that one side is right. Each party has a clear incentive to shape the narrative. Tehran benefits from projecting control over Hormuz and sustaining war-related pricing. Washington benefits from stable gasoline prices into November 3. Israeli sources told ABC News that joint strikes on Iran are being planned, and in their assessment will almost certainly follow the election, given the administration's reluctance to unsettle oil markets during the campaign. If that assessment holds, even the timing of escalation may be shaped by the oil price. For capital allocation, the more useful question is not who is telling the truth, but what it costs to move the barrel. By mid-October, shipping crude from the Gulf to Asia cost more than $37 per barrel, over five times prewar levels, according to the IEA. Freight is settled in cash and leaves a measurable footprint that official statements do not. Total Gulf exports have approached or exceeded prewar levels, but Kpler estimates flows through Hormuz itself at around 82%, and other trackers have reported lower figures. The barrels are reaching the market, but at materially higher cost and through longer, more fragile routes. The hard data has blind spots of its own. Tankers in the US-supported shuttle system frequently transit Hormuz with AIS transponders switched off, and UKMTO acknowledges that many attacked vessels never report. Curve structure deserves as much attention as flat price. A fear-driven spike typically lifts the prompt contract more than deferred months, whereas a sustained supply loss tends to appear in steeper backwardation, prompt spreads and refining margins. The curve also reflects inventories, demand and liquidity, so it is a signal rather than proof. The distinction between risk and loss is already observable. On October 21, debris from an intercepted drone killed two people near a processing plant at Aramco's Shaybah field, yet operations were not disrupted. That is a geopolitical premium at work, not missing supply. Our working framework is convergence. When freight, insurance, curve structure and an independently verified incident align, conviction should rise. When only one government's statement points in that direction, the information should be treated as unverified until corroborated. Post November 3, this premium will either compress or evolve into a genuine supply shock. Which indicator do you expect to confirm the direction first? #Oil #Brent #Energy #Iran #USA #Hormuz #Commodities #Geopolitics #Nordnet #Investing Disclosure: I have no oil-related financial interests. This post was created with AI assistance. Sources: https://gcaptain.com/iran-claims-more-ships-struck-near-hormuz-as-trump-accuses-tehran-of-faking-hits/ https://www.iea.org/commentaries/the-soaring-cost-of-shipping-is-lifting-the-price-of-oil-for-consumers https://al-monitor.com/originals/2026/10/gulf-oil-exports-surpass-prewar-levels-despite-escalating-tanker-attacks https://bernama.com/en/world/news.php?id=2613497 https://www.cnbc.com/2026/10/23/oil-price-brent-wti-iran-war-saudi-arabia.html https://abcnews.com/amp/Politics/us-israel-drawing-plans-resume-attacks-iran-post/story?id=137479897 https://shafaq.com/en/Middle-East/Two-killed-in-Saudi-oilfield-drone-attack
- ·1 päivä sittenFantastic day for oil, but what do you think happens if the AI bubble bursts in the US? It will probably drag down most things, but how will oil fare?Oil will not fall dramatically unless you get a recession out of it. The reason is the extremely low oil inventories around and the possibility of filling them in a short time. Even usa, by far the world's largest exporter, now has 70 days of reserve. That is extreme. But a global recession, which has no direct link to an "ai bubble", will drag down oil because oil demand will fall globally. And that the ai bubble bursts does not necessarily have to drag down everything.. You can see how everything else is holding up now vs AI stocks that are down 40-60%… If the big companies, Google, Microsoft, Amazon etc blow up, then yes definitely it will drag down everything. It is a reflection of mechanical trade as everyone is in those stocks. That some small neocloud or semie companies crack, has little to say for the market. Then you have to see the big ones drop revenue significantly then it will automatically send a tidal wave through the world's markets.
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 |
|---|---|---|---|---|
| 11 | - | - | ||
| 18 | - | - | ||
| 2 | - | - | ||
| 58 | - | - | ||
| 40 | - | - |
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
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt