2026 Q1 -tulosraportti
72 päivää sitten
‧33 min
0,39 USD/osake
Irtoamispäivä 13.8.
4,20%Tuotto/v
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 22.7. | 5 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 6.5. | ||
2025 Q4 -tulosraportti 4.2. | ||
2025 Q3 -tulosraportti 29.10.2025 | ||
2025 Q2 -tulosraportti 23.7.2025 | ||
2025 Q1 -tulosraportti 30.4.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·2 t sitten · MuokattuStore in usa - Huthine 250 mill. is probably the minimum….? Iran, a last ace up the sleeve? The pipeline that goes to Yanbu. The transport must pass the Houthis. Could it be that we see this route shut down? Then the oil price goes up to 150-200. See picture (save) https://geopolitika.no/iran-truer-med-a-stenge-rodehavet/
·2 t sittenThe world is crazy and inventories are depleted.
- ·4 t sitten · MuokattuIEA fears global energy crisis within a few weeks They often exaggerate. But now they are talking about weeks, previously months. I think this is related to the fact that inventories in the USA are starting to become very low. The inventories will probably last a little longer than that, but there is absolutely reason to fear that we are facing a similar situation as in the 80s, also called the tanker war. Hardly any new MoU, what good would that do? It will either be a deal including handling of Iran's uranium or not. https://www.nettavisen.no/nyheter/iea-frykter-global-energikrise-innen-fa-uker/s/5-95-3152418
IEA are totally unpredictable, less than a month ago they said that there was a large surplus of oil in Q3-Q4, in the last 15 years, not 1 single year have they hit correctly in their pronogses, I myself am very surprised, as I started to delve into it 2-3 months ago. My view is that EIA are significantly sharper. 
·5 t sittenBrent Crude: Hormuz escalation sends oil price up – and OPEC+ meets August 2 with the wrong map in hand Brent crude has had an intense week. After trading around 72 dollars early in July, when the situation in the Strait of Hormuz seemed to calm down, the price is now back over 84-85 dollars a barrel – with a single-day jump of almost 10 % mid-week. It is worth pausing to look at what is driving the movement, because the technical signals diverge sharply depending on the time horizon, and fundamentally we are in a situation that can develop quickly in both directions. Technical: short-term strength, medium-term break Investtech's medium-term analysis shows that the rising trend channel that was intact from last autumn is now broken, with sales targets down towards 71.50 / 66 / 60 if the war premium disappears again. At the same time, short-term momentum indicators (hour/day) show a clear "Strong Buy" picture, because they capture this week's vertical movement. It is not really a contradiction – it is two different time windows measuring two different things. Medium-term structure is weakened after the fall from the April peak, while short-term price action reflects that the market is currently pricing in war in real-time. Fundamental: The Hormuz crisis is far from over 2026 Hormuz crisis has been ongoing since February 28, but the last week has been the most intense phase in a long time. The USA has carried out several rounds of attacks against Iranian military targets along the coast and near the strait, after Iran shot at a ship and declared the strait closed. Wednesday was the fifth consecutive night of American attacks, aimed at Iran's ability to threaten shipping in the strait, and Iran simultaneously claims to have disabled two tankers. One single day this week saw Brent rise almost 10 % on fears of a real blockade. EIA also reported that US crude oil inventories fell by 1.7 million barrels last week, which provides some extra support in addition to the war premium. OPEC+ meets August 2 – with an outdated premise What makes this extra interesting: OPEC+ decided on July 5 a production increase of 188,000 barrels/day from August, and the justification was explicitly that exports through Hormuz seemed to be improving and that the war premium was decreasing. That decision was thus made on a premise that has been completely turned on its head in the last ten days. The next ordinary meeting is August 2, and it will be an important crossroads: does the group continue the gradual ramp-up as planned (they still have about 379,000 barrels/day left to reverse of the old cuts), or do they slow down given that the assumption of a calmer situation in the strait no longer holds? An OPEC+ that increases supply into an escalating Hormuz crisis will be a reminder of how quickly fundamental narratives can become outdated in this market. Connection to the precious metals framework This is exactly the type of shock that moves through the chain geopolitics → oil → inflation expectations → Fed → real interest rates → silver/gold that I have followed through the spring. The question now is whether a sustained oil spike translates into renewed inflationary pressure (headwind for precious metals via an already hawkish Fed under Warsh), or if geopolitical risk triggers enough safe haven demand to offset it – the same dynamic that affected silver prices earlier this year. Sources: - https://www.bloomberg.com/news/articles/2026-07-15/us-launches-fresh-strikes-on-iran-as-peril-in-strait-deepens - https://www.cnbc.com/2026/07/14/us-iran-hormuz-strikes-oil-toll.html - https://tradingeconomics.com/commodity/brent-crude-oil - https://www.rigzone.com/news/opec_decides_to_boost_production_further_in_august-06-jul-2026-184064-article/ - https://en.wikipedia.org/wiki/2026_Strait_of_Hormuz_crisis For discussion: Do you think OPEC+ dares to stick to the ramp-up plan on August 2 amidst an escalating crisis, or will they signal a pause? And how much of today's oil price is actually a war premium that can disappear as quickly as it came? Disclaimer: This is not investment advice, only my own observations about the market. Always make your own assessments before trading.- 19 t sittenIran’s Proxy Strategy Pushes Oil Into a Geopolitical Risk Regime Geopolitical risk is again setting the tone in the oil market as the United States continues airstrikes on Iranian-linked targets, and Iran responds by engaging the Houthi movement in Yemen to prepare potential disruption of the Bab el-Mandeb strait. Together with ongoing tension in the Strait of Hormuz, this places two of the world’s most critical oil corridors at risk, representing roughly 7% of global energy flows. The market is pricing in a clear risk premium, driven not by actual supply losses but by the rising probability of logistical disruption. At the same time, macroeconomic conditions work in the opposite direction: central banks remain restrictive, with the Bank of Korea raising rates and the ECB signaling a possible hike in September, while the Federal Reserve’s Beige Book points to weak-to-moderate growth and persistent inflation pressures. This combination keeps Brent in a tug-of-war between geopolitical upside and macro downside. Base case remains a stable range around 82–88 USD as long as shipping lanes stay open, while any material disruption in either Hormuz or Bab el-Mandeb could push prices toward 95–100 USD. Sources: Reuters – US strikes and Iran–Houthi coordination: https://www.reuters.com Bloomberg – Strait of Hormuz and Bab el-Mandeb risk assessment: https://www.bloomberg.com Federal Reserve Beige Book – US economic conditions: https://www.federalreserve.gov/monetarypolicy/beigebookdefault.htm ECB rate expectations – Financial Times: https://www.ft.com
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.
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.
2026 Q1 -tulosraportti
72 päivää sitten
‧33 min
0,39 USD/osake
Irtoamispäivä 13.8.
4,20%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 sitten · MuokattuStore in usa - Huthine 250 mill. is probably the minimum….? Iran, a last ace up the sleeve? The pipeline that goes to Yanbu. The transport must pass the Houthis. Could it be that we see this route shut down? Then the oil price goes up to 150-200. See picture (save) https://geopolitika.no/iran-truer-med-a-stenge-rodehavet/
- ·2 t sittenThe world is crazy and inventories are depleted.
- ·4 t sitten · MuokattuIEA fears global energy crisis within a few weeks They often exaggerate. But now they are talking about weeks, previously months. I think this is related to the fact that inventories in the USA are starting to become very low. The inventories will probably last a little longer than that, but there is absolutely reason to fear that we are facing a similar situation as in the 80s, also called the tanker war. Hardly any new MoU, what good would that do? It will either be a deal including handling of Iran's uranium or not. https://www.nettavisen.no/nyheter/iea-frykter-global-energikrise-innen-fa-uker/s/5-95-3152418IEA are totally unpredictable, less than a month ago they said that there was a large surplus of oil in Q3-Q4, in the last 15 years, not 1 single year have they hit correctly in their pronogses, I myself am very surprised, as I started to delve into it 2-3 months ago. My view is that EIA are significantly sharper.
- ·5 t sittenBrent Crude: Hormuz escalation sends oil price up – and OPEC+ meets August 2 with the wrong map in hand Brent crude has had an intense week. After trading around 72 dollars early in July, when the situation in the Strait of Hormuz seemed to calm down, the price is now back over 84-85 dollars a barrel – with a single-day jump of almost 10 % mid-week. It is worth pausing to look at what is driving the movement, because the technical signals diverge sharply depending on the time horizon, and fundamentally we are in a situation that can develop quickly in both directions. Technical: short-term strength, medium-term break Investtech's medium-term analysis shows that the rising trend channel that was intact from last autumn is now broken, with sales targets down towards 71.50 / 66 / 60 if the war premium disappears again. At the same time, short-term momentum indicators (hour/day) show a clear "Strong Buy" picture, because they capture this week's vertical movement. It is not really a contradiction – it is two different time windows measuring two different things. Medium-term structure is weakened after the fall from the April peak, while short-term price action reflects that the market is currently pricing in war in real-time. Fundamental: The Hormuz crisis is far from over 2026 Hormuz crisis has been ongoing since February 28, but the last week has been the most intense phase in a long time. The USA has carried out several rounds of attacks against Iranian military targets along the coast and near the strait, after Iran shot at a ship and declared the strait closed. Wednesday was the fifth consecutive night of American attacks, aimed at Iran's ability to threaten shipping in the strait, and Iran simultaneously claims to have disabled two tankers. One single day this week saw Brent rise almost 10 % on fears of a real blockade. EIA also reported that US crude oil inventories fell by 1.7 million barrels last week, which provides some extra support in addition to the war premium. OPEC+ meets August 2 – with an outdated premise What makes this extra interesting: OPEC+ decided on July 5 a production increase of 188,000 barrels/day from August, and the justification was explicitly that exports through Hormuz seemed to be improving and that the war premium was decreasing. That decision was thus made on a premise that has been completely turned on its head in the last ten days. The next ordinary meeting is August 2, and it will be an important crossroads: does the group continue the gradual ramp-up as planned (they still have about 379,000 barrels/day left to reverse of the old cuts), or do they slow down given that the assumption of a calmer situation in the strait no longer holds? An OPEC+ that increases supply into an escalating Hormuz crisis will be a reminder of how quickly fundamental narratives can become outdated in this market. Connection to the precious metals framework This is exactly the type of shock that moves through the chain geopolitics → oil → inflation expectations → Fed → real interest rates → silver/gold that I have followed through the spring. The question now is whether a sustained oil spike translates into renewed inflationary pressure (headwind for precious metals via an already hawkish Fed under Warsh), or if geopolitical risk triggers enough safe haven demand to offset it – the same dynamic that affected silver prices earlier this year. Sources: - https://www.bloomberg.com/news/articles/2026-07-15/us-launches-fresh-strikes-on-iran-as-peril-in-strait-deepens - https://www.cnbc.com/2026/07/14/us-iran-hormuz-strikes-oil-toll.html - https://tradingeconomics.com/commodity/brent-crude-oil - https://www.rigzone.com/news/opec_decides_to_boost_production_further_in_august-06-jul-2026-184064-article/ - https://en.wikipedia.org/wiki/2026_Strait_of_Hormuz_crisis For discussion: Do you think OPEC+ dares to stick to the ramp-up plan on August 2 amidst an escalating crisis, or will they signal a pause? And how much of today's oil price is actually a war premium that can disappear as quickly as it came? Disclaimer: This is not investment advice, only my own observations about the market. Always make your own assessments before trading.
- 19 t sittenIran’s Proxy Strategy Pushes Oil Into a Geopolitical Risk Regime Geopolitical risk is again setting the tone in the oil market as the United States continues airstrikes on Iranian-linked targets, and Iran responds by engaging the Houthi movement in Yemen to prepare potential disruption of the Bab el-Mandeb strait. Together with ongoing tension in the Strait of Hormuz, this places two of the world’s most critical oil corridors at risk, representing roughly 7% of global energy flows. The market is pricing in a clear risk premium, driven not by actual supply losses but by the rising probability of logistical disruption. At the same time, macroeconomic conditions work in the opposite direction: central banks remain restrictive, with the Bank of Korea raising rates and the ECB signaling a possible hike in September, while the Federal Reserve’s Beige Book points to weak-to-moderate growth and persistent inflation pressures. This combination keeps Brent in a tug-of-war between geopolitical upside and macro downside. Base case remains a stable range around 82–88 USD as long as shipping lanes stay open, while any material disruption in either Hormuz or Bab el-Mandeb could push prices toward 95–100 USD. Sources: Reuters – US strikes and Iran–Houthi coordination: https://www.reuters.com Bloomberg – Strait of Hormuz and Bab el-Mandeb risk assessment: https://www.bloomberg.com Federal Reserve Beige Book – US economic conditions: https://www.federalreserve.gov/monetarypolicy/beigebookdefault.htm ECB rate expectations – Financial Times: https://www.ft.com
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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 22.7. | 5 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 6.5. | ||
2025 Q4 -tulosraportti 4.2. | ||
2025 Q3 -tulosraportti 29.10.2025 | ||
2025 Q2 -tulosraportti 23.7.2025 | ||
2025 Q1 -tulosraportti 30.4.2025 |
2026 Q1 -tulosraportti
72 päivää sitten
‧33 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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 22.7. | 5 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 6.5. | ||
2025 Q4 -tulosraportti 4.2. | ||
2025 Q3 -tulosraportti 29.10.2025 | ||
2025 Q2 -tulosraportti 23.7.2025 | ||
2025 Q1 -tulosraportti 30.4.2025 |
0,39 USD/osake
Irtoamispäivä 13.8.
4,20%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·2 t sitten · MuokattuStore in usa - Huthine 250 mill. is probably the minimum….? Iran, a last ace up the sleeve? The pipeline that goes to Yanbu. The transport must pass the Houthis. Could it be that we see this route shut down? Then the oil price goes up to 150-200. See picture (save) https://geopolitika.no/iran-truer-med-a-stenge-rodehavet/
- ·2 t sittenThe world is crazy and inventories are depleted.
- ·4 t sitten · MuokattuIEA fears global energy crisis within a few weeks They often exaggerate. But now they are talking about weeks, previously months. I think this is related to the fact that inventories in the USA are starting to become very low. The inventories will probably last a little longer than that, but there is absolutely reason to fear that we are facing a similar situation as in the 80s, also called the tanker war. Hardly any new MoU, what good would that do? It will either be a deal including handling of Iran's uranium or not. https://www.nettavisen.no/nyheter/iea-frykter-global-energikrise-innen-fa-uker/s/5-95-3152418IEA are totally unpredictable, less than a month ago they said that there was a large surplus of oil in Q3-Q4, in the last 15 years, not 1 single year have they hit correctly in their pronogses, I myself am very surprised, as I started to delve into it 2-3 months ago. My view is that EIA are significantly sharper.
- ·5 t sittenBrent Crude: Hormuz escalation sends oil price up – and OPEC+ meets August 2 with the wrong map in hand Brent crude has had an intense week. After trading around 72 dollars early in July, when the situation in the Strait of Hormuz seemed to calm down, the price is now back over 84-85 dollars a barrel – with a single-day jump of almost 10 % mid-week. It is worth pausing to look at what is driving the movement, because the technical signals diverge sharply depending on the time horizon, and fundamentally we are in a situation that can develop quickly in both directions. Technical: short-term strength, medium-term break Investtech's medium-term analysis shows that the rising trend channel that was intact from last autumn is now broken, with sales targets down towards 71.50 / 66 / 60 if the war premium disappears again. At the same time, short-term momentum indicators (hour/day) show a clear "Strong Buy" picture, because they capture this week's vertical movement. It is not really a contradiction – it is two different time windows measuring two different things. Medium-term structure is weakened after the fall from the April peak, while short-term price action reflects that the market is currently pricing in war in real-time. Fundamental: The Hormuz crisis is far from over 2026 Hormuz crisis has been ongoing since February 28, but the last week has been the most intense phase in a long time. The USA has carried out several rounds of attacks against Iranian military targets along the coast and near the strait, after Iran shot at a ship and declared the strait closed. Wednesday was the fifth consecutive night of American attacks, aimed at Iran's ability to threaten shipping in the strait, and Iran simultaneously claims to have disabled two tankers. One single day this week saw Brent rise almost 10 % on fears of a real blockade. EIA also reported that US crude oil inventories fell by 1.7 million barrels last week, which provides some extra support in addition to the war premium. OPEC+ meets August 2 – with an outdated premise What makes this extra interesting: OPEC+ decided on July 5 a production increase of 188,000 barrels/day from August, and the justification was explicitly that exports through Hormuz seemed to be improving and that the war premium was decreasing. That decision was thus made on a premise that has been completely turned on its head in the last ten days. The next ordinary meeting is August 2, and it will be an important crossroads: does the group continue the gradual ramp-up as planned (they still have about 379,000 barrels/day left to reverse of the old cuts), or do they slow down given that the assumption of a calmer situation in the strait no longer holds? An OPEC+ that increases supply into an escalating Hormuz crisis will be a reminder of how quickly fundamental narratives can become outdated in this market. Connection to the precious metals framework This is exactly the type of shock that moves through the chain geopolitics → oil → inflation expectations → Fed → real interest rates → silver/gold that I have followed through the spring. The question now is whether a sustained oil spike translates into renewed inflationary pressure (headwind for precious metals via an already hawkish Fed under Warsh), or if geopolitical risk triggers enough safe haven demand to offset it – the same dynamic that affected silver prices earlier this year. Sources: - https://www.bloomberg.com/news/articles/2026-07-15/us-launches-fresh-strikes-on-iran-as-peril-in-strait-deepens - https://www.cnbc.com/2026/07/14/us-iran-hormuz-strikes-oil-toll.html - https://tradingeconomics.com/commodity/brent-crude-oil - https://www.rigzone.com/news/opec_decides_to_boost_production_further_in_august-06-jul-2026-184064-article/ - https://en.wikipedia.org/wiki/2026_Strait_of_Hormuz_crisis For discussion: Do you think OPEC+ dares to stick to the ramp-up plan on August 2 amidst an escalating crisis, or will they signal a pause? And how much of today's oil price is actually a war premium that can disappear as quickly as it came? Disclaimer: This is not investment advice, only my own observations about the market. Always make your own assessments before trading.
- 19 t sittenIran’s Proxy Strategy Pushes Oil Into a Geopolitical Risk Regime Geopolitical risk is again setting the tone in the oil market as the United States continues airstrikes on Iranian-linked targets, and Iran responds by engaging the Houthi movement in Yemen to prepare potential disruption of the Bab el-Mandeb strait. Together with ongoing tension in the Strait of Hormuz, this places two of the world’s most critical oil corridors at risk, representing roughly 7% of global energy flows. The market is pricing in a clear risk premium, driven not by actual supply losses but by the rising probability of logistical disruption. At the same time, macroeconomic conditions work in the opposite direction: central banks remain restrictive, with the Bank of Korea raising rates and the ECB signaling a possible hike in September, while the Federal Reserve’s Beige Book points to weak-to-moderate growth and persistent inflation pressures. This combination keeps Brent in a tug-of-war between geopolitical upside and macro downside. Base case remains a stable range around 82–88 USD as long as shipping lanes stay open, while any material disruption in either Hormuz or Bab el-Mandeb could push prices toward 95–100 USD. Sources: Reuters – US strikes and Iran–Houthi coordination: https://www.reuters.com Bloomberg – Strait of Hormuz and Bab el-Mandeb risk assessment: https://www.bloomberg.com Federal Reserve Beige Book – US economic conditions: https://www.federalreserve.gov/monetarypolicy/beigebookdefault.htm ECB rate expectations – Financial Times: https://www.ft.com
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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt