2026 Q2 -tulosraportti
42 päivää sitten
‧28 min
3,6349 NOK/osake
Irtoamispäivä 13.11.
3,64%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 227 | - | - | ||
| 230 | - | - | ||
| 37 | - | - | ||
| 137 | - | - | ||
| 1 | - | - |
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
·2 t sittenSignificant change: yesterday's signal of a possible quick normalization of Hormuz looks significantly weaker. Kpler's fresh vessel data shows that only four commodity vessels passed Hormuz on Tuesday, September 1, compared to approximately 13 per day on a ten-day average. It is also a sharp drop from Monday's approximately ten visible passages. Reuters emphasizes that AIS data underestimates some dark traffic, but this picture does not align well with the claim that flows would already have normalized around 17 mb/d. The LNG market also shows clear signs that Hormuz is still not functioning normally. Reuters reports today that Qatari and Emirati LNG cargoes have had to be reloaded ship-to-ship outside the strait, which is unusual for LNG and explicitly used to circumvent the disrupted shipping. Asian spot-LNG is simultaneously around $23.20/MMBtu, more than double the level before the conflict. Brent has continued up to approximately $95.5–95.7/barrel on the morning of September 2. It is not a new $100-break, but the price movement confirms that the market is not buying a quick normalization scenario. Europe's inventory picture is simultaneously still weak but approximately unchanged: 65.44% fill rate on August 31, with only +0.34 percentage points in the last 24 hours; Germany is at only 53.3% and the Netherlands 47.3%. I see no new robust shift in the winter forecasts that justifies a separate change there. This practically removes the small downward adjustment I made at the last check. I am reverting the rough Equinor valuation from approximately 495–600 to 500–615 NOK. Equinor closed yesterday at 405.40 NOK, +1.5%, so the range roughly corresponds to an additional +23–52% from the latest close. The key now is that actual oil and LNG flows remain severely disrupted despite claims of high hidden traffic. If Brent breaks $100 while Kpler/other tracking data continues to show low passage, the next upward adjustment will likely be significantly larger.
·2 t sittenFlying start!
Ugh, now we must stop cheering for the share price. We are in the middle of a share repurchase program. It is in our common interest that the share price remains low 😅- ·19 t sittenSignificant change since the last check: the oil price has continued to rise and the market is starting to price in the renewed Hormuz risk more clearly. Brent is now trading around $92.1/barrel, +1.8 % today, compared to approximately $91.7 at the last check and about $89–90 before the weekend's new escalation. Reuters notes that the price has now recovered most of last week's decline. More importantly, the picture of Hormuz has rather deteriorated than stabilized: the Qatar/Oman mediation has still not yielded a reopening agreement, only about five visible commodity vessels passed on Monday against a ten-day average of approximately 14, and none of them was a loaded oil tanker or LNG tanker. Reuters quotes Commerzbank as assessing that last week's hopes for an imminent reopening have now suffered a "severe blow". However, I see no corresponding new fundamental change in TTF, storage fill level, or the winter forecast since the check just over an hour ago. The latest seasonal signal for Europe is still predominantly mild; ECMWF and NMME both lean towards temperatures above normal during December–February. I therefore make no new major valuation revision, but move the rough Equinor assessment from 460–560 to approximately 465–565 NOK. The reason is primarily that the probability of rapid Hormuz normalization has decreased while Brent is actually continuing to rise. The next really big breaking point is still approximately $95–100 Brent or verified further loss of Gulf exports; there the valuation range would need to be moved significantly more than five kronor.
1 päivä sittenAnyone else considering to sell? We're close to the peak price again.
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
42 päivää sitten
‧28 min
3,6349 NOK/osake
Irtoamispäivä 13.11.
3,64%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
- ·2 t sittenSignificant change: yesterday's signal of a possible quick normalization of Hormuz looks significantly weaker. Kpler's fresh vessel data shows that only four commodity vessels passed Hormuz on Tuesday, September 1, compared to approximately 13 per day on a ten-day average. It is also a sharp drop from Monday's approximately ten visible passages. Reuters emphasizes that AIS data underestimates some dark traffic, but this picture does not align well with the claim that flows would already have normalized around 17 mb/d. The LNG market also shows clear signs that Hormuz is still not functioning normally. Reuters reports today that Qatari and Emirati LNG cargoes have had to be reloaded ship-to-ship outside the strait, which is unusual for LNG and explicitly used to circumvent the disrupted shipping. Asian spot-LNG is simultaneously around $23.20/MMBtu, more than double the level before the conflict. Brent has continued up to approximately $95.5–95.7/barrel on the morning of September 2. It is not a new $100-break, but the price movement confirms that the market is not buying a quick normalization scenario. Europe's inventory picture is simultaneously still weak but approximately unchanged: 65.44% fill rate on August 31, with only +0.34 percentage points in the last 24 hours; Germany is at only 53.3% and the Netherlands 47.3%. I see no new robust shift in the winter forecasts that justifies a separate change there. This practically removes the small downward adjustment I made at the last check. I am reverting the rough Equinor valuation from approximately 495–600 to 500–615 NOK. Equinor closed yesterday at 405.40 NOK, +1.5%, so the range roughly corresponds to an additional +23–52% from the latest close. The key now is that actual oil and LNG flows remain severely disrupted despite claims of high hidden traffic. If Brent breaks $100 while Kpler/other tracking data continues to show low passage, the next upward adjustment will likely be significantly larger.
- ·2 t sittenFlying start!Ugh, now we must stop cheering for the share price. We are in the middle of a share repurchase program. It is in our common interest that the share price remains low 😅
- ·19 t sittenSignificant change since the last check: the oil price has continued to rise and the market is starting to price in the renewed Hormuz risk more clearly. Brent is now trading around $92.1/barrel, +1.8 % today, compared to approximately $91.7 at the last check and about $89–90 before the weekend's new escalation. Reuters notes that the price has now recovered most of last week's decline. More importantly, the picture of Hormuz has rather deteriorated than stabilized: the Qatar/Oman mediation has still not yielded a reopening agreement, only about five visible commodity vessels passed on Monday against a ten-day average of approximately 14, and none of them was a loaded oil tanker or LNG tanker. Reuters quotes Commerzbank as assessing that last week's hopes for an imminent reopening have now suffered a "severe blow". However, I see no corresponding new fundamental change in TTF, storage fill level, or the winter forecast since the check just over an hour ago. The latest seasonal signal for Europe is still predominantly mild; ECMWF and NMME both lean towards temperatures above normal during December–February. I therefore make no new major valuation revision, but move the rough Equinor assessment from 460–560 to approximately 465–565 NOK. The reason is primarily that the probability of rapid Hormuz normalization has decreased while Brent is actually continuing to rise. The next really big breaking point is still approximately $95–100 Brent or verified further loss of Gulf exports; there the valuation range would need to be moved significantly more than five kronor.
- 1 päivä sittenAnyone else considering to sell? We're close to the peak price again.
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 |
|---|---|---|---|---|
| 227 | - | - | ||
| 230 | - | - | ||
| 37 | - | - | ||
| 137 | - | - | ||
| 1 | - | - |
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
42 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 |
3,6349 NOK/osake
Irtoamispäivä 13.11.
3,64%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·2 t sittenSignificant change: yesterday's signal of a possible quick normalization of Hormuz looks significantly weaker. Kpler's fresh vessel data shows that only four commodity vessels passed Hormuz on Tuesday, September 1, compared to approximately 13 per day on a ten-day average. It is also a sharp drop from Monday's approximately ten visible passages. Reuters emphasizes that AIS data underestimates some dark traffic, but this picture does not align well with the claim that flows would already have normalized around 17 mb/d. The LNG market also shows clear signs that Hormuz is still not functioning normally. Reuters reports today that Qatari and Emirati LNG cargoes have had to be reloaded ship-to-ship outside the strait, which is unusual for LNG and explicitly used to circumvent the disrupted shipping. Asian spot-LNG is simultaneously around $23.20/MMBtu, more than double the level before the conflict. Brent has continued up to approximately $95.5–95.7/barrel on the morning of September 2. It is not a new $100-break, but the price movement confirms that the market is not buying a quick normalization scenario. Europe's inventory picture is simultaneously still weak but approximately unchanged: 65.44% fill rate on August 31, with only +0.34 percentage points in the last 24 hours; Germany is at only 53.3% and the Netherlands 47.3%. I see no new robust shift in the winter forecasts that justifies a separate change there. This practically removes the small downward adjustment I made at the last check. I am reverting the rough Equinor valuation from approximately 495–600 to 500–615 NOK. Equinor closed yesterday at 405.40 NOK, +1.5%, so the range roughly corresponds to an additional +23–52% from the latest close. The key now is that actual oil and LNG flows remain severely disrupted despite claims of high hidden traffic. If Brent breaks $100 while Kpler/other tracking data continues to show low passage, the next upward adjustment will likely be significantly larger.
- ·2 t sittenFlying start!Ugh, now we must stop cheering for the share price. We are in the middle of a share repurchase program. It is in our common interest that the share price remains low 😅
- ·19 t sittenSignificant change since the last check: the oil price has continued to rise and the market is starting to price in the renewed Hormuz risk more clearly. Brent is now trading around $92.1/barrel, +1.8 % today, compared to approximately $91.7 at the last check and about $89–90 before the weekend's new escalation. Reuters notes that the price has now recovered most of last week's decline. More importantly, the picture of Hormuz has rather deteriorated than stabilized: the Qatar/Oman mediation has still not yielded a reopening agreement, only about five visible commodity vessels passed on Monday against a ten-day average of approximately 14, and none of them was a loaded oil tanker or LNG tanker. Reuters quotes Commerzbank as assessing that last week's hopes for an imminent reopening have now suffered a "severe blow". However, I see no corresponding new fundamental change in TTF, storage fill level, or the winter forecast since the check just over an hour ago. The latest seasonal signal for Europe is still predominantly mild; ECMWF and NMME both lean towards temperatures above normal during December–February. I therefore make no new major valuation revision, but move the rough Equinor assessment from 460–560 to approximately 465–565 NOK. The reason is primarily that the probability of rapid Hormuz normalization has decreased while Brent is actually continuing to rise. The next really big breaking point is still approximately $95–100 Brent or verified further loss of Gulf exports; there the valuation range would need to be moved significantly more than five kronor.
- 1 päivä sittenAnyone else considering to sell? We're close to the peak price again.
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 |
|---|---|---|---|---|
| 227 | - | - | ||
| 230 | - | - | ||
| 37 | - | - | ||
| 137 | - | - | ||
| 1 | - | - |
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