2026 Q2 -tulosraportti
54 päivää sitten
‧28 min
3,6223 NOK/osake
Irtoamispäivä 13.11.
3,50%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 200 | - | - | ||
| 1 000 | - | - | ||
| 1 000 | - | - | ||
| 14 621 | - | - | ||
| 260 | - | - |
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
6 t sittenThree paths for Equinor, and only one of them is a soft landing The question is not simply whether Brent ends up in the $80s in 2027. The more important question is how oil gets there. $80 oil is not, in itself, a crisis price. In Q1, Equinor realized $78.6 per barrel and still delivered $9.77 billion in adjusted operating income. The company’s own framework for share buybacks from 2027, NOK 2–4 billion annually, assumes oil at $60–80 per barrel and gas at $7–11 per MMBtu. Equinor has therefore planned for this price environment. But the path back to $80 matters. 1. Hormuz reopens and the market normalizes Oil falls back toward $80 as production volumes gradually return and European industrial activity recovers. This is the soft landing. Equinor retains strong production volumes while European gas demand can recover. Refining margins normalize, but without a major collapse in demand. 2. Demand collapses Oil falls toward $80 because the buyers disappear. That would be a much less favorable scenario for Equinor. Lower oil and gas prices would arrive at the same time as weaker gas demand and European industrial activity. Refining margins would normalize from exceptionally high levels, while the trading business could lose some of the volatility it benefits from. There is also the interest-rate channel. Warsh’s signals at Jackson Hole contributed to a shift in market expectations for US monetary policy. For a cyclical stock trading at elevated levels, a higher discount rate combined with weaker demand is a challenging combination. 3. Hormuz remains constrained Oil could remain well above $80, but this is not necessarily an unambiguously positive outcome for Equinor. A prolonged energy crisis could destroy demand, pressure European industry and contribute to tighter monetary policy. High oil prices benefit producers, but a progressively weaker customer base pulls in the opposite direction. America cannot solve this alone. The IEA estimates that the Americas Quintet, the US, Canada, Brazil, Guyana and Argentina, accounts for around 1.4 million barrels per day of non-OPEC+ supply growth in 2026. That is significant, but small compared with the production volumes still offline in the Gulf region. I therefore struggle to see a scenario where America alone delivers a soft landing toward the $80s. The one scenario that is genuinely favorable for Equinor therefore depends not primarily on geology. It depends on diplomacy. Which of the three scenarios do you put the most weight on? Not investment advice. I do not currently own Equinor. Written with assistance of AI. Sources: https://www.globenewswire.com/news-release/2026/05/06/3288464/0/no/Equinors-resultater-for-f%C3%B8rste-kvartal-2026.html https://www.globenewswire.com/news-release/2026/06/16/3312355/0/no/Equinors-kapitalmarkedsdag-2026.html https://www.iea.org/reports/oil-market-report-september-2026 https://www.cnbc.com/2026/08/31/markets-see-warsh-endorsing-a-rate-hike-in-september-not-everyone-is-convinced.html
·13 t sittenVery anxious about how the week develops. If the Yanbu pipeline is closed/threatened and the Al Bab strait is closed, then in practice the Suez Canal is closed. If Suez and Hormuz are closed, then it is much worse than the scenarios I envisioned at the start of the war.
·1 päivä sittenDoes anyone have access to the full article and can share? https://www.finansavisen.no/finans/2026/09/12/8355719/disse-analytikerne-har-ifolge-robert-naess-mest-rett
– If you had bought shares every week for the past ten years with a price target lower than the current share price, you would collectively have lost money. My calculations show that an initial capital of 100,000 kroner would have shrunk to 40,000 kroner after ten years. This indicates that the companies Norwegian analysts designate as winners often perform weaker than the market otherwise, Robert Næss tells Kapital. – In Norway, you should listen to analysts when they are negative on a stock, whether the price target is low or the recommendation is cool. This suggests that analysts are skilled at identifying weak companies. However, they are largely unable to uncover the winners, as the stocks they predict will top the winner lists on the Oslo Stock Exchange often perform weaker than the broad market, says Næss.
·2 päivää sittenSignificant change: the risk has broadened from Hormuz to also Bab el-Mandeb/Red Sea. Reuters reports that the Houthis have now taken Perim Island and Dhubab, strategic positions at Bab el-Mandeb. This increases the risk that Saudi Arabia's and other producers' alternative export routes will also be affected, making a rapid normalization of oil and LNG flows less likely. At the same time, Brent has fallen from last night's close to 110 USD to approximately 104 USD/barrel, following reports that regional foreign ministers are trying to secure a temporary agreement with Iran regarding Hormuz traffic. However, there is still no verified agreement or actual normalization; Hormuz traffic was most recently at only 7 visible passages compared to approximately 125 per day before the war. The gas segment remains clearly positive for Equinor: TTF is around 79–81 €/MWh, and EU inventories are approximately 67.5 %, compared to about 80 % at the same time last year and a historical average of around 84.5 %. There is still no clear new shift in the winter forecast that justifies adjusting for a colder or milder winter. Valuation: I maintain approximately 445–500 NOK as a rough current fundamental range. The Houthis' advance strengthens the upper part of the range, while the first concrete diplomatic attempts around Hormuz increase the probability of a faster oil price normalization. I would therefore not raise the target range further now. An actual Hormuz agreement with clearly rising tanker/LNG traffic would, however, be a clear negative trigger for the Equinor case.- ·2 päivää sittenUgh. Regret that I bought this stock. Not exactly keen on selling it right now either😅 Almost like being stuck with a lame partner🤪
Too bad if you jumped in at the final sprint yesterday, people are securing profits due to fear of Trump's statements. It will be exciting to see if the pipeline in Saudi actually was hit last night, will probably get more information during the weekend. The share price should have been much higher for equinor if one follows the developments in the war, sold myself out at a loss of 14 000kr earlier today, as I bought in at a price of 422kr which I initially thought was low yesterday 🚑🤖 I don't want to take the chance that this falls before closing today and ✨️
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
54 päivää sitten
‧28 min
3,6223 NOK/osake
Irtoamispäivä 13.11.
3,50%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
- 6 t sittenThree paths for Equinor, and only one of them is a soft landing The question is not simply whether Brent ends up in the $80s in 2027. The more important question is how oil gets there. $80 oil is not, in itself, a crisis price. In Q1, Equinor realized $78.6 per barrel and still delivered $9.77 billion in adjusted operating income. The company’s own framework for share buybacks from 2027, NOK 2–4 billion annually, assumes oil at $60–80 per barrel and gas at $7–11 per MMBtu. Equinor has therefore planned for this price environment. But the path back to $80 matters. 1. Hormuz reopens and the market normalizes Oil falls back toward $80 as production volumes gradually return and European industrial activity recovers. This is the soft landing. Equinor retains strong production volumes while European gas demand can recover. Refining margins normalize, but without a major collapse in demand. 2. Demand collapses Oil falls toward $80 because the buyers disappear. That would be a much less favorable scenario for Equinor. Lower oil and gas prices would arrive at the same time as weaker gas demand and European industrial activity. Refining margins would normalize from exceptionally high levels, while the trading business could lose some of the volatility it benefits from. There is also the interest-rate channel. Warsh’s signals at Jackson Hole contributed to a shift in market expectations for US monetary policy. For a cyclical stock trading at elevated levels, a higher discount rate combined with weaker demand is a challenging combination. 3. Hormuz remains constrained Oil could remain well above $80, but this is not necessarily an unambiguously positive outcome for Equinor. A prolonged energy crisis could destroy demand, pressure European industry and contribute to tighter monetary policy. High oil prices benefit producers, but a progressively weaker customer base pulls in the opposite direction. America cannot solve this alone. The IEA estimates that the Americas Quintet, the US, Canada, Brazil, Guyana and Argentina, accounts for around 1.4 million barrels per day of non-OPEC+ supply growth in 2026. That is significant, but small compared with the production volumes still offline in the Gulf region. I therefore struggle to see a scenario where America alone delivers a soft landing toward the $80s. The one scenario that is genuinely favorable for Equinor therefore depends not primarily on geology. It depends on diplomacy. Which of the three scenarios do you put the most weight on? Not investment advice. I do not currently own Equinor. Written with assistance of AI. Sources: https://www.globenewswire.com/news-release/2026/05/06/3288464/0/no/Equinors-resultater-for-f%C3%B8rste-kvartal-2026.html https://www.globenewswire.com/news-release/2026/06/16/3312355/0/no/Equinors-kapitalmarkedsdag-2026.html https://www.iea.org/reports/oil-market-report-september-2026 https://www.cnbc.com/2026/08/31/markets-see-warsh-endorsing-a-rate-hike-in-september-not-everyone-is-convinced.html
- ·13 t sittenVery anxious about how the week develops. If the Yanbu pipeline is closed/threatened and the Al Bab strait is closed, then in practice the Suez Canal is closed. If Suez and Hormuz are closed, then it is much worse than the scenarios I envisioned at the start of the war.
- ·1 päivä sittenDoes anyone have access to the full article and can share? https://www.finansavisen.no/finans/2026/09/12/8355719/disse-analytikerne-har-ifolge-robert-naess-mest-rett– If you had bought shares every week for the past ten years with a price target lower than the current share price, you would collectively have lost money. My calculations show that an initial capital of 100,000 kroner would have shrunk to 40,000 kroner after ten years. This indicates that the companies Norwegian analysts designate as winners often perform weaker than the market otherwise, Robert Næss tells Kapital. – In Norway, you should listen to analysts when they are negative on a stock, whether the price target is low or the recommendation is cool. This suggests that analysts are skilled at identifying weak companies. However, they are largely unable to uncover the winners, as the stocks they predict will top the winner lists on the Oslo Stock Exchange often perform weaker than the broad market, says Næss.
- ·2 päivää sittenSignificant change: the risk has broadened from Hormuz to also Bab el-Mandeb/Red Sea. Reuters reports that the Houthis have now taken Perim Island and Dhubab, strategic positions at Bab el-Mandeb. This increases the risk that Saudi Arabia's and other producers' alternative export routes will also be affected, making a rapid normalization of oil and LNG flows less likely. At the same time, Brent has fallen from last night's close to 110 USD to approximately 104 USD/barrel, following reports that regional foreign ministers are trying to secure a temporary agreement with Iran regarding Hormuz traffic. However, there is still no verified agreement or actual normalization; Hormuz traffic was most recently at only 7 visible passages compared to approximately 125 per day before the war. The gas segment remains clearly positive for Equinor: TTF is around 79–81 €/MWh, and EU inventories are approximately 67.5 %, compared to about 80 % at the same time last year and a historical average of around 84.5 %. There is still no clear new shift in the winter forecast that justifies adjusting for a colder or milder winter. Valuation: I maintain approximately 445–500 NOK as a rough current fundamental range. The Houthis' advance strengthens the upper part of the range, while the first concrete diplomatic attempts around Hormuz increase the probability of a faster oil price normalization. I would therefore not raise the target range further now. An actual Hormuz agreement with clearly rising tanker/LNG traffic would, however, be a clear negative trigger for the Equinor case.
- ·2 päivää sittenUgh. Regret that I bought this stock. Not exactly keen on selling it right now either😅 Almost like being stuck with a lame partner🤪Too bad if you jumped in at the final sprint yesterday, people are securing profits due to fear of Trump's statements. It will be exciting to see if the pipeline in Saudi actually was hit last night, will probably get more information during the weekend. The share price should have been much higher for equinor if one follows the developments in the war, sold myself out at a loss of 14 000kr earlier today, as I bought in at a price of 422kr which I initially thought was low yesterday 🚑🤖 I don't want to take the chance that this falls before closing today and ✨️
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 |
|---|---|---|---|---|
| 200 | - | - | ||
| 1 000 | - | - | ||
| 1 000 | - | - | ||
| 14 621 | - | - | ||
| 260 | - | - |
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
54 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 |
3,6223 NOK/osake
Irtoamispäivä 13.11.
3,50%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- 6 t sittenThree paths for Equinor, and only one of them is a soft landing The question is not simply whether Brent ends up in the $80s in 2027. The more important question is how oil gets there. $80 oil is not, in itself, a crisis price. In Q1, Equinor realized $78.6 per barrel and still delivered $9.77 billion in adjusted operating income. The company’s own framework for share buybacks from 2027, NOK 2–4 billion annually, assumes oil at $60–80 per barrel and gas at $7–11 per MMBtu. Equinor has therefore planned for this price environment. But the path back to $80 matters. 1. Hormuz reopens and the market normalizes Oil falls back toward $80 as production volumes gradually return and European industrial activity recovers. This is the soft landing. Equinor retains strong production volumes while European gas demand can recover. Refining margins normalize, but without a major collapse in demand. 2. Demand collapses Oil falls toward $80 because the buyers disappear. That would be a much less favorable scenario for Equinor. Lower oil and gas prices would arrive at the same time as weaker gas demand and European industrial activity. Refining margins would normalize from exceptionally high levels, while the trading business could lose some of the volatility it benefits from. There is also the interest-rate channel. Warsh’s signals at Jackson Hole contributed to a shift in market expectations for US monetary policy. For a cyclical stock trading at elevated levels, a higher discount rate combined with weaker demand is a challenging combination. 3. Hormuz remains constrained Oil could remain well above $80, but this is not necessarily an unambiguously positive outcome for Equinor. A prolonged energy crisis could destroy demand, pressure European industry and contribute to tighter monetary policy. High oil prices benefit producers, but a progressively weaker customer base pulls in the opposite direction. America cannot solve this alone. The IEA estimates that the Americas Quintet, the US, Canada, Brazil, Guyana and Argentina, accounts for around 1.4 million barrels per day of non-OPEC+ supply growth in 2026. That is significant, but small compared with the production volumes still offline in the Gulf region. I therefore struggle to see a scenario where America alone delivers a soft landing toward the $80s. The one scenario that is genuinely favorable for Equinor therefore depends not primarily on geology. It depends on diplomacy. Which of the three scenarios do you put the most weight on? Not investment advice. I do not currently own Equinor. Written with assistance of AI. Sources: https://www.globenewswire.com/news-release/2026/05/06/3288464/0/no/Equinors-resultater-for-f%C3%B8rste-kvartal-2026.html https://www.globenewswire.com/news-release/2026/06/16/3312355/0/no/Equinors-kapitalmarkedsdag-2026.html https://www.iea.org/reports/oil-market-report-september-2026 https://www.cnbc.com/2026/08/31/markets-see-warsh-endorsing-a-rate-hike-in-september-not-everyone-is-convinced.html
- ·13 t sittenVery anxious about how the week develops. If the Yanbu pipeline is closed/threatened and the Al Bab strait is closed, then in practice the Suez Canal is closed. If Suez and Hormuz are closed, then it is much worse than the scenarios I envisioned at the start of the war.
- ·1 päivä sittenDoes anyone have access to the full article and can share? https://www.finansavisen.no/finans/2026/09/12/8355719/disse-analytikerne-har-ifolge-robert-naess-mest-rett– If you had bought shares every week for the past ten years with a price target lower than the current share price, you would collectively have lost money. My calculations show that an initial capital of 100,000 kroner would have shrunk to 40,000 kroner after ten years. This indicates that the companies Norwegian analysts designate as winners often perform weaker than the market otherwise, Robert Næss tells Kapital. – In Norway, you should listen to analysts when they are negative on a stock, whether the price target is low or the recommendation is cool. This suggests that analysts are skilled at identifying weak companies. However, they are largely unable to uncover the winners, as the stocks they predict will top the winner lists on the Oslo Stock Exchange often perform weaker than the broad market, says Næss.
- ·2 päivää sittenSignificant change: the risk has broadened from Hormuz to also Bab el-Mandeb/Red Sea. Reuters reports that the Houthis have now taken Perim Island and Dhubab, strategic positions at Bab el-Mandeb. This increases the risk that Saudi Arabia's and other producers' alternative export routes will also be affected, making a rapid normalization of oil and LNG flows less likely. At the same time, Brent has fallen from last night's close to 110 USD to approximately 104 USD/barrel, following reports that regional foreign ministers are trying to secure a temporary agreement with Iran regarding Hormuz traffic. However, there is still no verified agreement or actual normalization; Hormuz traffic was most recently at only 7 visible passages compared to approximately 125 per day before the war. The gas segment remains clearly positive for Equinor: TTF is around 79–81 €/MWh, and EU inventories are approximately 67.5 %, compared to about 80 % at the same time last year and a historical average of around 84.5 %. There is still no clear new shift in the winter forecast that justifies adjusting for a colder or milder winter. Valuation: I maintain approximately 445–500 NOK as a rough current fundamental range. The Houthis' advance strengthens the upper part of the range, while the first concrete diplomatic attempts around Hormuz increase the probability of a faster oil price normalization. I would therefore not raise the target range further now. An actual Hormuz agreement with clearly rising tanker/LNG traffic would, however, be a clear negative trigger for the Equinor case.
- ·2 päivää sittenUgh. Regret that I bought this stock. Not exactly keen on selling it right now either😅 Almost like being stuck with a lame partner🤪Too bad if you jumped in at the final sprint yesterday, people are securing profits due to fear of Trump's statements. It will be exciting to see if the pipeline in Saudi actually was hit last night, will probably get more information during the weekend. The share price should have been much higher for equinor if one follows the developments in the war, sold myself out at a loss of 14 000kr earlier today, as I bought in at a price of 422kr which I initially thought was low yesterday 🚑🤖 I don't want to take the chance that this falls before closing today and ✨️
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 |
|---|---|---|---|---|
| 200 | - | - | ||
| 1 000 | - | - | ||
| 1 000 | - | - | ||
| 14 621 | - | - | ||
| 260 | - | - |
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