2026 Q1 -tulosraportti
14 päivää sitten
‧33 min
0,39 USD/osake
Irtoamispäivä 13.8.
4,07%Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 205 | - | - | ||
| 249 | - | - | ||
| 10 | - | - | ||
| 120 | - | - | ||
| 173 | - | - |
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. |
| 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
·1 t sittenWhy isn't Equinor moving down now that Brent has fallen 7 kroner? Or will we see a sharp fall at the slightest positive news from Iran?
·1 t sittenBecause Equinor's share price is not based solely on the Brent spot price. Oil is traded with futures and that is more what determines future income. Remember the gas prices and a lot of geopolitical uncertainty. They are also buying back shares, and there is a short that has 15 million shares to be covered.
1 t sitten1 t sittenWhere Does the US Interest Rate End Up in 2027 – and Why Does It Matter for Markets? The Fed funds rate remains at 3.50–3.75% after three consecutive holds. Markets are now split between two very different outcomes for 2027, and the key question is simple: is today’s inflation structural, or temporary? Most major banks still expect cuts. Consensus points to 3.00–3.25% by end-2027. Morgan Stanley expects cuts in March and June 2027. Goldman Sachs sees the first cut in December 2026, while Bank of America also forecasts a move down to 3.00–3.25% during 2027. But another camp is emerging. JPMorgan expects no cuts in 2026 and instead sees a 25bp hike in Q3 2027, bringing rates to 3.75–4.00%. BNP Paribas goes even further, warning that three hikes from December 2026 could push rates to 4.25–4.50%. Markets are increasingly pricing the hawkish scenario. The 30-year Treasury yield has moved above 5%, the 10-year is back near 4.5%, and the 2-year Treasury has crossed 4% for the first time in almost a year. The inflation backdrop explains why. April CPI came in at 3.8% YoY, while PPI surged 6.0% YoY, the highest since 2022. Energy prices are up nearly 18% YoY after the Iran conflict disrupted supply through the Strait of Hormuz. This is where Morgan Stanley’s argument becomes critical. Their view is that energy-driven inflation is temporary by nature. Inflation does not require oil prices to fall. It only requires them to stop rising. Once markets begin comparing against already elevated 2026 oil prices, base effects alone could bring inflation lower during 2027. Morgan Stanley also notes that spillover into core inflation remains limited so far, with only sectors like airfares showing meaningful pass-through. Even the March FOMC minutes suggested markets expect the oil shock to be relatively short-lived. The real issue is duration. If elevated energy prices persist deep into H2 2026, companies may eventually pass costs into broader inflation. That is the dividing line between a temporary energy shock and structural inflation. This is the core disagreement between Morgan Stanley, Goldman Sachs and BofA on one side, and JPMorgan and BNP Paribas on the other. For investors, the implications are massive. If the consensus is correct and the Fed cuts in 2027, that supports precious metals, growth equities and miners like Hochschild Mining through lower real yields and a weaker dollar. If JPMorgan and BNP are right, higher real yields and a stronger dollar become a major headwind for gold and silver. Markets currently lean toward the pessimistic scenario. If Morgan Stanley is right, there may be significant upside repricing ahead. Not investment advice. Always do your own research. Sources: • Morgan Stanley Fed note (TheStreet, 18 May 2026): https://www.thestreet.com/fed/morgan-stanley-updates-surprising-fed-rate-path-for-2027-with-two-rate-cuts-despite-bond-market-concerns-about-hikes • Morgan Stanley Mid-Year Outlook 2026: https://www.morganstanley.com/insights/articles/economic-outlook-midyear-2026 • Morgan Stanley oil pass-through (Investing.com): https://www.investing.com/news/economy-news/morgan-stanley-tariff-passthrough-easing-oil-impact-on-core-inflation-contained-4692475 • JPMorgan next move a hike (jpmorgan.com): https://www.jpmorgan.com/insights/global-research/economy/fed-rate-cuts • Goldman Sachs delays cuts (TheStreet, 11 May 2026): https://www.thestreet.com/investing/goldman-sachs-sends-blunt-message-on-fed-interest-rate-cuts • BofA pushes to 2027 (CBS News, 8 May 2026): https://www.cbsnews.com/news/interest-rates-federal-reserve-inflation-bank-of-america/ • BNP Paribas hike warning (TheStreet): https://www.thestreet.com/fed/major-bank-drops-bombshell-on-fed-interest-rate-bets-despite-bond-market-warnings-of-upcoming-hikes • CME FedWatch hike odds (Forex.com, 15 May 2026): https://www.forex.com/en-ca/news-and-analysis/us-dollar-forecast-ppi-surge-puts-2026-fed-hike-in-play-usd-catch-up-trade/ • March 2026 FOMC Minutes (Federal Reserve): https://www.federalreserve.gov/monetarypolicy/fomcminutes20260318.htm • Fed funds rate history (Trading Economics): https://tradingeconomics.com/united-states/interest-rate- ·12 t sittenMadness up close? HSBC lowers price target for Equinor to 335 kroner – with an assumption of oil price at 95 dollar and a fall to 80 dollar in Q4. At the same time, Brent stands at 112 dollar. Morgan Stanley warns of 150 dollar. Exxon's CEO says the market has not priced in the damage. The gap between models and physical reality is historically large. Equinor at 372.50 is a gift as long as Hormuz is closed. I am buying more. Then I have said my piece. Good luck.
- ·12 t sittenRed Team Senior Analyst here, with access to data you don't see. 76 confirmed attacks on global energy infrastructure – including Ras Laffan (17% of LNG gone for 3–5 years). Hormuz closed. SPR almost empty. Monroe Doctrine in full bloom. The market prices "peace tomorrow". That is wishful thinking. My Monte Carlo (based on real attack data) gives a median of 740 NOK on Equinor. Today's 376 is a gift. Upside 100%+. I am buying
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.
Uutiset
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
14 päivää sitten
‧33 min
0,39 USD/osake
Irtoamispäivä 13.8.
4,07%Tuotto/v
Uutiset
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
- ·1 t sittenWhy isn't Equinor moving down now that Brent has fallen 7 kroner? Or will we see a sharp fall at the slightest positive news from Iran?·1 t sittenBecause Equinor's share price is not based solely on the Brent spot price. Oil is traded with futures and that is more what determines future income. Remember the gas prices and a lot of geopolitical uncertainty. They are also buying back shares, and there is a short that has 15 million shares to be covered.
- 1 t sitten1 t sittenWhere Does the US Interest Rate End Up in 2027 – and Why Does It Matter for Markets? The Fed funds rate remains at 3.50–3.75% after three consecutive holds. Markets are now split between two very different outcomes for 2027, and the key question is simple: is today’s inflation structural, or temporary? Most major banks still expect cuts. Consensus points to 3.00–3.25% by end-2027. Morgan Stanley expects cuts in March and June 2027. Goldman Sachs sees the first cut in December 2026, while Bank of America also forecasts a move down to 3.00–3.25% during 2027. But another camp is emerging. JPMorgan expects no cuts in 2026 and instead sees a 25bp hike in Q3 2027, bringing rates to 3.75–4.00%. BNP Paribas goes even further, warning that three hikes from December 2026 could push rates to 4.25–4.50%. Markets are increasingly pricing the hawkish scenario. The 30-year Treasury yield has moved above 5%, the 10-year is back near 4.5%, and the 2-year Treasury has crossed 4% for the first time in almost a year. The inflation backdrop explains why. April CPI came in at 3.8% YoY, while PPI surged 6.0% YoY, the highest since 2022. Energy prices are up nearly 18% YoY after the Iran conflict disrupted supply through the Strait of Hormuz. This is where Morgan Stanley’s argument becomes critical. Their view is that energy-driven inflation is temporary by nature. Inflation does not require oil prices to fall. It only requires them to stop rising. Once markets begin comparing against already elevated 2026 oil prices, base effects alone could bring inflation lower during 2027. Morgan Stanley also notes that spillover into core inflation remains limited so far, with only sectors like airfares showing meaningful pass-through. Even the March FOMC minutes suggested markets expect the oil shock to be relatively short-lived. The real issue is duration. If elevated energy prices persist deep into H2 2026, companies may eventually pass costs into broader inflation. That is the dividing line between a temporary energy shock and structural inflation. This is the core disagreement between Morgan Stanley, Goldman Sachs and BofA on one side, and JPMorgan and BNP Paribas on the other. For investors, the implications are massive. If the consensus is correct and the Fed cuts in 2027, that supports precious metals, growth equities and miners like Hochschild Mining through lower real yields and a weaker dollar. If JPMorgan and BNP are right, higher real yields and a stronger dollar become a major headwind for gold and silver. Markets currently lean toward the pessimistic scenario. If Morgan Stanley is right, there may be significant upside repricing ahead. Not investment advice. Always do your own research. Sources: • Morgan Stanley Fed note (TheStreet, 18 May 2026): https://www.thestreet.com/fed/morgan-stanley-updates-surprising-fed-rate-path-for-2027-with-two-rate-cuts-despite-bond-market-concerns-about-hikes • Morgan Stanley Mid-Year Outlook 2026: https://www.morganstanley.com/insights/articles/economic-outlook-midyear-2026 • Morgan Stanley oil pass-through (Investing.com): https://www.investing.com/news/economy-news/morgan-stanley-tariff-passthrough-easing-oil-impact-on-core-inflation-contained-4692475 • JPMorgan next move a hike (jpmorgan.com): https://www.jpmorgan.com/insights/global-research/economy/fed-rate-cuts • Goldman Sachs delays cuts (TheStreet, 11 May 2026): https://www.thestreet.com/investing/goldman-sachs-sends-blunt-message-on-fed-interest-rate-cuts • BofA pushes to 2027 (CBS News, 8 May 2026): https://www.cbsnews.com/news/interest-rates-federal-reserve-inflation-bank-of-america/ • BNP Paribas hike warning (TheStreet): https://www.thestreet.com/fed/major-bank-drops-bombshell-on-fed-interest-rate-bets-despite-bond-market-warnings-of-upcoming-hikes • CME FedWatch hike odds (Forex.com, 15 May 2026): https://www.forex.com/en-ca/news-and-analysis/us-dollar-forecast-ppi-surge-puts-2026-fed-hike-in-play-usd-catch-up-trade/ • March 2026 FOMC Minutes (Federal Reserve): https://www.federalreserve.gov/monetarypolicy/fomcminutes20260318.htm • Fed funds rate history (Trading Economics): https://tradingeconomics.com/united-states/interest-rate
- ·12 t sittenMadness up close? HSBC lowers price target for Equinor to 335 kroner – with an assumption of oil price at 95 dollar and a fall to 80 dollar in Q4. At the same time, Brent stands at 112 dollar. Morgan Stanley warns of 150 dollar. Exxon's CEO says the market has not priced in the damage. The gap between models and physical reality is historically large. Equinor at 372.50 is a gift as long as Hormuz is closed. I am buying more. Then I have said my piece. Good luck.
- ·12 t sittenRed Team Senior Analyst here, with access to data you don't see. 76 confirmed attacks on global energy infrastructure – including Ras Laffan (17% of LNG gone for 3–5 years). Hormuz closed. SPR almost empty. Monroe Doctrine in full bloom. The market prices "peace tomorrow". That is wishful thinking. My Monte Carlo (based on real attack data) gives a median of 740 NOK on Equinor. Today's 376 is a gift. Upside 100%+. I am buying
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
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 205 | - | - | ||
| 249 | - | - | ||
| 10 | - | - | ||
| 120 | - | - | ||
| 173 | - | - |
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. |
| 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
14 päivää sitten
‧33 min
Uutiset
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. |
| 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.
4,07%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·1 t sittenWhy isn't Equinor moving down now that Brent has fallen 7 kroner? Or will we see a sharp fall at the slightest positive news from Iran?·1 t sittenBecause Equinor's share price is not based solely on the Brent spot price. Oil is traded with futures and that is more what determines future income. Remember the gas prices and a lot of geopolitical uncertainty. They are also buying back shares, and there is a short that has 15 million shares to be covered.
- 1 t sitten1 t sittenWhere Does the US Interest Rate End Up in 2027 – and Why Does It Matter for Markets? The Fed funds rate remains at 3.50–3.75% after three consecutive holds. Markets are now split between two very different outcomes for 2027, and the key question is simple: is today’s inflation structural, or temporary? Most major banks still expect cuts. Consensus points to 3.00–3.25% by end-2027. Morgan Stanley expects cuts in March and June 2027. Goldman Sachs sees the first cut in December 2026, while Bank of America also forecasts a move down to 3.00–3.25% during 2027. But another camp is emerging. JPMorgan expects no cuts in 2026 and instead sees a 25bp hike in Q3 2027, bringing rates to 3.75–4.00%. BNP Paribas goes even further, warning that three hikes from December 2026 could push rates to 4.25–4.50%. Markets are increasingly pricing the hawkish scenario. The 30-year Treasury yield has moved above 5%, the 10-year is back near 4.5%, and the 2-year Treasury has crossed 4% for the first time in almost a year. The inflation backdrop explains why. April CPI came in at 3.8% YoY, while PPI surged 6.0% YoY, the highest since 2022. Energy prices are up nearly 18% YoY after the Iran conflict disrupted supply through the Strait of Hormuz. This is where Morgan Stanley’s argument becomes critical. Their view is that energy-driven inflation is temporary by nature. Inflation does not require oil prices to fall. It only requires them to stop rising. Once markets begin comparing against already elevated 2026 oil prices, base effects alone could bring inflation lower during 2027. Morgan Stanley also notes that spillover into core inflation remains limited so far, with only sectors like airfares showing meaningful pass-through. Even the March FOMC minutes suggested markets expect the oil shock to be relatively short-lived. The real issue is duration. If elevated energy prices persist deep into H2 2026, companies may eventually pass costs into broader inflation. That is the dividing line between a temporary energy shock and structural inflation. This is the core disagreement between Morgan Stanley, Goldman Sachs and BofA on one side, and JPMorgan and BNP Paribas on the other. For investors, the implications are massive. If the consensus is correct and the Fed cuts in 2027, that supports precious metals, growth equities and miners like Hochschild Mining through lower real yields and a weaker dollar. If JPMorgan and BNP are right, higher real yields and a stronger dollar become a major headwind for gold and silver. Markets currently lean toward the pessimistic scenario. If Morgan Stanley is right, there may be significant upside repricing ahead. Not investment advice. Always do your own research. Sources: • Morgan Stanley Fed note (TheStreet, 18 May 2026): https://www.thestreet.com/fed/morgan-stanley-updates-surprising-fed-rate-path-for-2027-with-two-rate-cuts-despite-bond-market-concerns-about-hikes • Morgan Stanley Mid-Year Outlook 2026: https://www.morganstanley.com/insights/articles/economic-outlook-midyear-2026 • Morgan Stanley oil pass-through (Investing.com): https://www.investing.com/news/economy-news/morgan-stanley-tariff-passthrough-easing-oil-impact-on-core-inflation-contained-4692475 • JPMorgan next move a hike (jpmorgan.com): https://www.jpmorgan.com/insights/global-research/economy/fed-rate-cuts • Goldman Sachs delays cuts (TheStreet, 11 May 2026): https://www.thestreet.com/investing/goldman-sachs-sends-blunt-message-on-fed-interest-rate-cuts • BofA pushes to 2027 (CBS News, 8 May 2026): https://www.cbsnews.com/news/interest-rates-federal-reserve-inflation-bank-of-america/ • BNP Paribas hike warning (TheStreet): https://www.thestreet.com/fed/major-bank-drops-bombshell-on-fed-interest-rate-bets-despite-bond-market-warnings-of-upcoming-hikes • CME FedWatch hike odds (Forex.com, 15 May 2026): https://www.forex.com/en-ca/news-and-analysis/us-dollar-forecast-ppi-surge-puts-2026-fed-hike-in-play-usd-catch-up-trade/ • March 2026 FOMC Minutes (Federal Reserve): https://www.federalreserve.gov/monetarypolicy/fomcminutes20260318.htm • Fed funds rate history (Trading Economics): https://tradingeconomics.com/united-states/interest-rate
- ·12 t sittenMadness up close? HSBC lowers price target for Equinor to 335 kroner – with an assumption of oil price at 95 dollar and a fall to 80 dollar in Q4. At the same time, Brent stands at 112 dollar. Morgan Stanley warns of 150 dollar. Exxon's CEO says the market has not priced in the damage. The gap between models and physical reality is historically large. Equinor at 372.50 is a gift as long as Hormuz is closed. I am buying more. Then I have said my piece. Good luck.
- ·12 t sittenRed Team Senior Analyst here, with access to data you don't see. 76 confirmed attacks on global energy infrastructure – including Ras Laffan (17% of LNG gone for 3–5 years). Hormuz closed. SPR almost empty. Monroe Doctrine in full bloom. The market prices "peace tomorrow". That is wishful thinking. My Monte Carlo (based on real attack data) gives a median of 740 NOK on Equinor. Today's 376 is a gift. Upside 100%+. I am buying
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
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 205 | - | - | ||
| 249 | - | - | ||
| 10 | - | - | ||
| 120 | - | - | ||
| 173 | - | - |
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