2026 Q2 - tulosraportti
90 päivää sitten
‧28 min
3,6796 NOK/osake
Irtoamispäivä 13.11.
3,36%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 247 | - | - | ||
| 640 | - | - | ||
| 4 | - | - | ||
| 120 | - | - | ||
| 250 | - | - |
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. | ||
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
3 t sittenPeace Hopes in Oslo, Gas Crisis in the Gulf: What Does It Mean for Equinor? Today the US, Ukraine and Europe meet in Oslo to draft a peace proposal for Russia, with Zelenskyy, Støre, the E4 countries, the EU and NATO at the table. Afterwards, Witkoff plans to travel on to Russia to meet Putin, according to Axios. The key question for Equinor is whether the market starts pricing in lower European gas prices before any deal is actually in place. Gas trades on expectations, and peace signals have moved prices quickly before. During last November's peace push, Wood Mackenzie flagged heavy downside pressure on European gas, and TTF soon fell below €30/MWh, largely on hopes of a deal. In February 2025, JPMorgan estimated that Equinor sells 70 percent of its gas volumes on a daily basis and that a 10 percent drop in TTF cuts earnings per share by about 5 percent. That is a historical estimate rather than today's exact sensitivity, but the principle holds. Today's crisis is a different one. TTF traded at €88.41 on October 19, more than triple its January level. The Iran war has knocked out part of Qatar's LNG capacity and choked tanker traffic through Hormuz, and EU storage was 74.3 percent full on October 18 against a seasonal norm of around 86 percent. A peace deal in Ukraine solves none of this. Nor will Russian gas simply return. The EU has legislated a ban on Russian LNG imports by the end of 2026 and on pipeline gas under long-term contracts by September 30, 2027, and a peace deal does not overturn that. Over a longer horizon, a lasting peace could lower the geopolitical risk premium and reshape trade flows, and the market may discount that possibility well before it materializes. The road ahead is long, though. In early October Rubio described the situation as a strategic stalemate, and the Kremlin said there was no basis for a settlement. Washington has also pressed Kyiv to stop striking Russian refineries, so oil is part of the negotiations as well. Equinor enters this from a position of strength. The stock closed at NOK 435 on Monday, up 83.5 percent this year, and Nordea raised its target the same day from NOK 400 to NOK 480 with a Buy rating. Bank of America expects gas prices to rise roughly another 15 percent in the fourth quarter and sees Equinor as particularly well placed. Yet the consensus target among 25 analysts sits about 12.5 percent below the share price, with Hold as the average rating. After such a rally, upbeat headlines from Oslo or Moscow could easily trigger profit-taking. Equinor is also more than European gas, as oil prices, production volumes and capital discipline drive value too. Third-quarter results are due October 28. My view is that Oslo is mainly a short-term headline risk. An expectation-driven peace discount is not the same as a physical gas surplus in Europe. As long as the Gulf crisis lasts, storage stays low and the EU phases out Russian gas, peace hopes alone are unlikely to push gas prices durably lower. What matters is whether concrete signs of a deal also change the actual supply outlook. What do you think? Will the market start pricing in a peace discount on European gas now, or will the Gulf supply crisis keep dominating the outlook for Equinor? Not investment advice. I hold no position in Equinor. This post was written with the help of Claude, ChatGPT and Copilot. Sources: https://www.axios.com/2026/10/20/russia-ukraine-peace-talks-trump-witkoff-oslo https://www.axios.com/2026/10/19/zelensky-blumenthal-tillis-ukraine-russia-war-intelligence https://www.dagbladet.no/nyheter/varsler-forhandlinger-i-norge/85309529 https://kalkine.com.au/news/economic-news/ttf-gas-price-2026-up-214-this-year-at-88-europe-faces-winter-with-storage-far-below-normal https://www.eeas.europa.eu/delegations/norway/permanent-stopp-import-av-russisk-gass-i-eu_nb https://naturalgasintel.com/news/ukraine-peace-push-crushes-ttf-as-war-risk-premium-fades-lng-recap/ https://www.capitaleconomics.com/publications/commodities-weekly/fall-eu-natural-gas-prices-has-further-run https://www.finansavisen.no/energi/2025/02/20/8243765/jpmorgan-kjop-equinor-lavere-gasspriser-er-allerede-priset-inn https://ch.marketscreener.com/boerse-nachrichten/nordea-hebt-kursziel-fuer-equinor-auf-480-norwegische-kronen-400-an-bestaetigt-kaufempfehlung-ce785cdad08df42d https://ch.marketscreener.com/boerse-nachrichten/bank-of-america-bevorzugt-equinor-bei-steigenden-gaspreisen-ce785cdadb8bf52c https://meduza.io/en/news/2026/10/09/witkoff-and-kushner-have-new-ideas-to-end-russia-s-war-in-ukraine-and-plan-to-visit-moscow-this-month-axios-reports- ·1 päivä sittenGood news for anyone who doesn't want tinnitus. "At the same time, the company states that they will now introduce a new type of hearing protection that actively dampens noise, also on the alternative helicopter. This comes after a recommendation from a working group where both the unions, the safety service, and the employer are represented, says Eek." https://www.vg.no/nyheter/i/mKe2eq/equinor-satte-omstridt-helikopter-paa-bakken-alternativet-gir-ogsaa-hoerselsplager
·1 päivä sittenThe stock did fantastically in NY Friday afternoon. Over 440 equivalent Oslo Børs. Can we expect closer to 450 tomorrow?
There were severe attacks on Russian oil this weekend. It remains to be seen if the effect of sanctions relief disappears during the week.
·3 päivää sittenOil shot up to 109$ - without any news yet. Something has happened - we will have to wait and see - but it is quite possible that an escalation has just taken place.
3 päivää sittenPaper money has been low on purpose, but the physical price of oil has been way higher for longer. Paper money cant keep living its own life forever.
·3 päivää sittenInteresting post. However, it seems Sveen is operating with the financial futures price of 104, and not "dated brent" which is what Equinor has actually been paid. The latter has been up to 30 dollars more. If his analysis is not based on dated brent, it is pretty much worthless. https://www.finansavisen.no/energi/2026/10/15/8387916/analytiker-teodor-sveen-nilsen-advarer-equinor-investorer-priser-inn-1-5-ar-med-superprofittIs that possible? And he is an analyst. He will probably be blown away when Q3 arrives.
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
90 päivää sitten
‧28 min
3,6796 NOK/osake
Irtoamispäivä 13.11.
3,36%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
- 3 t sittenPeace Hopes in Oslo, Gas Crisis in the Gulf: What Does It Mean for Equinor? Today the US, Ukraine and Europe meet in Oslo to draft a peace proposal for Russia, with Zelenskyy, Støre, the E4 countries, the EU and NATO at the table. Afterwards, Witkoff plans to travel on to Russia to meet Putin, according to Axios. The key question for Equinor is whether the market starts pricing in lower European gas prices before any deal is actually in place. Gas trades on expectations, and peace signals have moved prices quickly before. During last November's peace push, Wood Mackenzie flagged heavy downside pressure on European gas, and TTF soon fell below €30/MWh, largely on hopes of a deal. In February 2025, JPMorgan estimated that Equinor sells 70 percent of its gas volumes on a daily basis and that a 10 percent drop in TTF cuts earnings per share by about 5 percent. That is a historical estimate rather than today's exact sensitivity, but the principle holds. Today's crisis is a different one. TTF traded at €88.41 on October 19, more than triple its January level. The Iran war has knocked out part of Qatar's LNG capacity and choked tanker traffic through Hormuz, and EU storage was 74.3 percent full on October 18 against a seasonal norm of around 86 percent. A peace deal in Ukraine solves none of this. Nor will Russian gas simply return. The EU has legislated a ban on Russian LNG imports by the end of 2026 and on pipeline gas under long-term contracts by September 30, 2027, and a peace deal does not overturn that. Over a longer horizon, a lasting peace could lower the geopolitical risk premium and reshape trade flows, and the market may discount that possibility well before it materializes. The road ahead is long, though. In early October Rubio described the situation as a strategic stalemate, and the Kremlin said there was no basis for a settlement. Washington has also pressed Kyiv to stop striking Russian refineries, so oil is part of the negotiations as well. Equinor enters this from a position of strength. The stock closed at NOK 435 on Monday, up 83.5 percent this year, and Nordea raised its target the same day from NOK 400 to NOK 480 with a Buy rating. Bank of America expects gas prices to rise roughly another 15 percent in the fourth quarter and sees Equinor as particularly well placed. Yet the consensus target among 25 analysts sits about 12.5 percent below the share price, with Hold as the average rating. After such a rally, upbeat headlines from Oslo or Moscow could easily trigger profit-taking. Equinor is also more than European gas, as oil prices, production volumes and capital discipline drive value too. Third-quarter results are due October 28. My view is that Oslo is mainly a short-term headline risk. An expectation-driven peace discount is not the same as a physical gas surplus in Europe. As long as the Gulf crisis lasts, storage stays low and the EU phases out Russian gas, peace hopes alone are unlikely to push gas prices durably lower. What matters is whether concrete signs of a deal also change the actual supply outlook. What do you think? Will the market start pricing in a peace discount on European gas now, or will the Gulf supply crisis keep dominating the outlook for Equinor? Not investment advice. I hold no position in Equinor. This post was written with the help of Claude, ChatGPT and Copilot. Sources: https://www.axios.com/2026/10/20/russia-ukraine-peace-talks-trump-witkoff-oslo https://www.axios.com/2026/10/19/zelensky-blumenthal-tillis-ukraine-russia-war-intelligence https://www.dagbladet.no/nyheter/varsler-forhandlinger-i-norge/85309529 https://kalkine.com.au/news/economic-news/ttf-gas-price-2026-up-214-this-year-at-88-europe-faces-winter-with-storage-far-below-normal https://www.eeas.europa.eu/delegations/norway/permanent-stopp-import-av-russisk-gass-i-eu_nb https://naturalgasintel.com/news/ukraine-peace-push-crushes-ttf-as-war-risk-premium-fades-lng-recap/ https://www.capitaleconomics.com/publications/commodities-weekly/fall-eu-natural-gas-prices-has-further-run https://www.finansavisen.no/energi/2025/02/20/8243765/jpmorgan-kjop-equinor-lavere-gasspriser-er-allerede-priset-inn https://ch.marketscreener.com/boerse-nachrichten/nordea-hebt-kursziel-fuer-equinor-auf-480-norwegische-kronen-400-an-bestaetigt-kaufempfehlung-ce785cdad08df42d https://ch.marketscreener.com/boerse-nachrichten/bank-of-america-bevorzugt-equinor-bei-steigenden-gaspreisen-ce785cdadb8bf52c https://meduza.io/en/news/2026/10/09/witkoff-and-kushner-have-new-ideas-to-end-russia-s-war-in-ukraine-and-plan-to-visit-moscow-this-month-axios-reports
- ·1 päivä sittenGood news for anyone who doesn't want tinnitus. "At the same time, the company states that they will now introduce a new type of hearing protection that actively dampens noise, also on the alternative helicopter. This comes after a recommendation from a working group where both the unions, the safety service, and the employer are represented, says Eek." https://www.vg.no/nyheter/i/mKe2eq/equinor-satte-omstridt-helikopter-paa-bakken-alternativet-gir-ogsaa-hoerselsplager
- ·1 päivä sittenThe stock did fantastically in NY Friday afternoon. Over 440 equivalent Oslo Børs. Can we expect closer to 450 tomorrow?There were severe attacks on Russian oil this weekend. It remains to be seen if the effect of sanctions relief disappears during the week.
- ·3 päivää sittenOil shot up to 109$ - without any news yet. Something has happened - we will have to wait and see - but it is quite possible that an escalation has just taken place.3 päivää sittenPaper money has been low on purpose, but the physical price of oil has been way higher for longer. Paper money cant keep living its own life forever.
- ·3 päivää sittenInteresting post. However, it seems Sveen is operating with the financial futures price of 104, and not "dated brent" which is what Equinor has actually been paid. The latter has been up to 30 dollars more. If his analysis is not based on dated brent, it is pretty much worthless. https://www.finansavisen.no/energi/2026/10/15/8387916/analytiker-teodor-sveen-nilsen-advarer-equinor-investorer-priser-inn-1-5-ar-med-superprofittIs that possible? And he is an analyst. He will probably be blown away when Q3 arrives.
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 |
|---|---|---|---|---|
| 247 | - | - | ||
| 640 | - | - | ||
| 4 | - | - | ||
| 120 | - | - | ||
| 250 | - | - |
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. | ||
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
90 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. | ||
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
3,6796 NOK/osake
Irtoamispäivä 13.11.
3,36%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- 3 t sittenPeace Hopes in Oslo, Gas Crisis in the Gulf: What Does It Mean for Equinor? Today the US, Ukraine and Europe meet in Oslo to draft a peace proposal for Russia, with Zelenskyy, Støre, the E4 countries, the EU and NATO at the table. Afterwards, Witkoff plans to travel on to Russia to meet Putin, according to Axios. The key question for Equinor is whether the market starts pricing in lower European gas prices before any deal is actually in place. Gas trades on expectations, and peace signals have moved prices quickly before. During last November's peace push, Wood Mackenzie flagged heavy downside pressure on European gas, and TTF soon fell below €30/MWh, largely on hopes of a deal. In February 2025, JPMorgan estimated that Equinor sells 70 percent of its gas volumes on a daily basis and that a 10 percent drop in TTF cuts earnings per share by about 5 percent. That is a historical estimate rather than today's exact sensitivity, but the principle holds. Today's crisis is a different one. TTF traded at €88.41 on October 19, more than triple its January level. The Iran war has knocked out part of Qatar's LNG capacity and choked tanker traffic through Hormuz, and EU storage was 74.3 percent full on October 18 against a seasonal norm of around 86 percent. A peace deal in Ukraine solves none of this. Nor will Russian gas simply return. The EU has legislated a ban on Russian LNG imports by the end of 2026 and on pipeline gas under long-term contracts by September 30, 2027, and a peace deal does not overturn that. Over a longer horizon, a lasting peace could lower the geopolitical risk premium and reshape trade flows, and the market may discount that possibility well before it materializes. The road ahead is long, though. In early October Rubio described the situation as a strategic stalemate, and the Kremlin said there was no basis for a settlement. Washington has also pressed Kyiv to stop striking Russian refineries, so oil is part of the negotiations as well. Equinor enters this from a position of strength. The stock closed at NOK 435 on Monday, up 83.5 percent this year, and Nordea raised its target the same day from NOK 400 to NOK 480 with a Buy rating. Bank of America expects gas prices to rise roughly another 15 percent in the fourth quarter and sees Equinor as particularly well placed. Yet the consensus target among 25 analysts sits about 12.5 percent below the share price, with Hold as the average rating. After such a rally, upbeat headlines from Oslo or Moscow could easily trigger profit-taking. Equinor is also more than European gas, as oil prices, production volumes and capital discipline drive value too. Third-quarter results are due October 28. My view is that Oslo is mainly a short-term headline risk. An expectation-driven peace discount is not the same as a physical gas surplus in Europe. As long as the Gulf crisis lasts, storage stays low and the EU phases out Russian gas, peace hopes alone are unlikely to push gas prices durably lower. What matters is whether concrete signs of a deal also change the actual supply outlook. What do you think? Will the market start pricing in a peace discount on European gas now, or will the Gulf supply crisis keep dominating the outlook for Equinor? Not investment advice. I hold no position in Equinor. This post was written with the help of Claude, ChatGPT and Copilot. Sources: https://www.axios.com/2026/10/20/russia-ukraine-peace-talks-trump-witkoff-oslo https://www.axios.com/2026/10/19/zelensky-blumenthal-tillis-ukraine-russia-war-intelligence https://www.dagbladet.no/nyheter/varsler-forhandlinger-i-norge/85309529 https://kalkine.com.au/news/economic-news/ttf-gas-price-2026-up-214-this-year-at-88-europe-faces-winter-with-storage-far-below-normal https://www.eeas.europa.eu/delegations/norway/permanent-stopp-import-av-russisk-gass-i-eu_nb https://naturalgasintel.com/news/ukraine-peace-push-crushes-ttf-as-war-risk-premium-fades-lng-recap/ https://www.capitaleconomics.com/publications/commodities-weekly/fall-eu-natural-gas-prices-has-further-run https://www.finansavisen.no/energi/2025/02/20/8243765/jpmorgan-kjop-equinor-lavere-gasspriser-er-allerede-priset-inn https://ch.marketscreener.com/boerse-nachrichten/nordea-hebt-kursziel-fuer-equinor-auf-480-norwegische-kronen-400-an-bestaetigt-kaufempfehlung-ce785cdad08df42d https://ch.marketscreener.com/boerse-nachrichten/bank-of-america-bevorzugt-equinor-bei-steigenden-gaspreisen-ce785cdadb8bf52c https://meduza.io/en/news/2026/10/09/witkoff-and-kushner-have-new-ideas-to-end-russia-s-war-in-ukraine-and-plan-to-visit-moscow-this-month-axios-reports
- ·1 päivä sittenGood news for anyone who doesn't want tinnitus. "At the same time, the company states that they will now introduce a new type of hearing protection that actively dampens noise, also on the alternative helicopter. This comes after a recommendation from a working group where both the unions, the safety service, and the employer are represented, says Eek." https://www.vg.no/nyheter/i/mKe2eq/equinor-satte-omstridt-helikopter-paa-bakken-alternativet-gir-ogsaa-hoerselsplager
- ·1 päivä sittenThe stock did fantastically in NY Friday afternoon. Over 440 equivalent Oslo Børs. Can we expect closer to 450 tomorrow?There were severe attacks on Russian oil this weekend. It remains to be seen if the effect of sanctions relief disappears during the week.
- ·3 päivää sittenOil shot up to 109$ - without any news yet. Something has happened - we will have to wait and see - but it is quite possible that an escalation has just taken place.3 päivää sittenPaper money has been low on purpose, but the physical price of oil has been way higher for longer. Paper money cant keep living its own life forever.
- ·3 päivää sittenInteresting post. However, it seems Sveen is operating with the financial futures price of 104, and not "dated brent" which is what Equinor has actually been paid. The latter has been up to 30 dollars more. If his analysis is not based on dated brent, it is pretty much worthless. https://www.finansavisen.no/energi/2026/10/15/8387916/analytiker-teodor-sveen-nilsen-advarer-equinor-investorer-priser-inn-1-5-ar-med-superprofittIs that possible? And he is an analyst. He will probably be blown away when Q3 arrives.
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 |
|---|---|---|---|---|
| 247 | - | - | ||
| 640 | - | - | ||
| 4 | - | - | ||
| 120 | - | - | ||
| 250 | - | - |
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