2026 Q1 -tulosraportti
40 päivää sitten
‧33 min
0,39 USD/osake
Irtoamispäivä 13.8.
4,20%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 126 | - | - | ||
| 831 | - | - | ||
| 427 | - | - | ||
| 209 | - | - | ||
| 79 | - | - |
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
·3 t sittenA 5 percent drop is ridiculous in the new reality that now applies. The price must go below 300 in the short term. It seems that the market needs time to absorb realities at the moment. We saw the same in the first three months of the year, which created outstanding opportunities for investors who saw this.
·4 t sitten · MuokattuForget the war, but look at the profit. JPMorgan might be right. While everyone stares at Hormuz and what deal Trump and Iran land on this week, it's worth lifting your gaze to the one analysis that consistently sees past the noise: JPMorgan. The bank maintains a structurally bearish baseline with Brent around 60 dollars on average for all of 2026 and 60–65 dollars for 2027 , and even warns of a possible "reset" towards the 30s in 2027 if OPEC+ does not manage the returning surplus.  With Brent around 82 dollars now, there is a striking discrepancy against today's price – and against the more war-focused houses. Their argument is simple and hard to dismiss: prolonged Hormuz disruptions are diplomatically and economically unsustainable for all parties, and the underlying fundamentals – strong supply growth outside OPEC, OPEC+ phasing out cuts, and moderate demand – will eventually break through.  The war premium is, in other words, borrowed time. This contrasts with Goldman, which holds Q4 2026 at 90 and cut the 2027 average to 80 , and EIA which sees 79 dollars on average for 2027 . Both are just above the floor I have outlined; JPMorgan is clearly below. And here's the point I want to emphasize: even if JPMorgan is right, it's not necessarily bearish for Equinor. With a full-field breakeven around 15 dollars on Johan Sverdrup  and an average breakeven around 35 dollars on new projects , the company still generates solid cash flow at 60-dollar-oil. The difference between a 75- and a 60-scenario is more about dividend capacity and multiple than whether the case holds. What I take away is that the real tailwind is not in the oil price itself, but in the chain below: lower oil → lower inflation → room for interest rate cuts → falling real interest rates. It is that movement that matters for real assets and silver. JPMorgan's scenario is actually more bullish for that thesis than a sustained oil spike would have been. The question I am left with: if JPMorgan is right and Brent slides towards 60 in 2027, does Equinor then become a weaker case – or precisely more interesting because the market misprices the cash flow on a pessimistic oil assumption? Sources: • https://tradingeconomics.com/commodity/brent-crude-oil • https://j2t.com/solutions/blogview/oil-price-prediction/ • https://naga.com/eu/news-and-analysis/articles/oil-price-prediction • https://pulse2.com/goldman-sachs-lowers-2027-brent-oil-forecast-to-80-amid-supply-growth-and-demand-risks/ • https://cdn.equinor.com/files/h61q9gi9/global/8ea5addf8c0d1129734939503b9e6afd311182f3.pdf Not investment advice – own analysis. Do your own research.
·5 t sittenWhat happened in August 2022 when the oil price was sky-high and we saw Equinor at 400kr per share? It fell like hell for several years. Now the oil price flew up again for a period due to the Strait of Hormuz, we saw Equinor at approx 400kr. So the question now is, what happens next? Is anyone long on Equinor now, and if so, what is driving it up?
·2 t sittenSitting and waiting for this one to come down further, before possibly loading up more. Average cost price (GAV) at approx. 260 so I'm not stressed, will enjoy the steady dividend that's coming in the future.
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
40 päivää sitten
‧33 min
0,39 USD/osake
Irtoamispäivä 13.8.
4,20%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
- ·3 t sittenA 5 percent drop is ridiculous in the new reality that now applies. The price must go below 300 in the short term. It seems that the market needs time to absorb realities at the moment. We saw the same in the first three months of the year, which created outstanding opportunities for investors who saw this.
- ·4 t sitten · MuokattuForget the war, but look at the profit. JPMorgan might be right. While everyone stares at Hormuz and what deal Trump and Iran land on this week, it's worth lifting your gaze to the one analysis that consistently sees past the noise: JPMorgan. The bank maintains a structurally bearish baseline with Brent around 60 dollars on average for all of 2026 and 60–65 dollars for 2027 , and even warns of a possible "reset" towards the 30s in 2027 if OPEC+ does not manage the returning surplus.  With Brent around 82 dollars now, there is a striking discrepancy against today's price – and against the more war-focused houses. Their argument is simple and hard to dismiss: prolonged Hormuz disruptions are diplomatically and economically unsustainable for all parties, and the underlying fundamentals – strong supply growth outside OPEC, OPEC+ phasing out cuts, and moderate demand – will eventually break through.  The war premium is, in other words, borrowed time. This contrasts with Goldman, which holds Q4 2026 at 90 and cut the 2027 average to 80 , and EIA which sees 79 dollars on average for 2027 . Both are just above the floor I have outlined; JPMorgan is clearly below. And here's the point I want to emphasize: even if JPMorgan is right, it's not necessarily bearish for Equinor. With a full-field breakeven around 15 dollars on Johan Sverdrup  and an average breakeven around 35 dollars on new projects , the company still generates solid cash flow at 60-dollar-oil. The difference between a 75- and a 60-scenario is more about dividend capacity and multiple than whether the case holds. What I take away is that the real tailwind is not in the oil price itself, but in the chain below: lower oil → lower inflation → room for interest rate cuts → falling real interest rates. It is that movement that matters for real assets and silver. JPMorgan's scenario is actually more bullish for that thesis than a sustained oil spike would have been. The question I am left with: if JPMorgan is right and Brent slides towards 60 in 2027, does Equinor then become a weaker case – or precisely more interesting because the market misprices the cash flow on a pessimistic oil assumption? Sources: • https://tradingeconomics.com/commodity/brent-crude-oil • https://j2t.com/solutions/blogview/oil-price-prediction/ • https://naga.com/eu/news-and-analysis/articles/oil-price-prediction • https://pulse2.com/goldman-sachs-lowers-2027-brent-oil-forecast-to-80-amid-supply-growth-and-demand-risks/ • https://cdn.equinor.com/files/h61q9gi9/global/8ea5addf8c0d1129734939503b9e6afd311182f3.pdf Not investment advice – own analysis. Do your own research.
- ·5 t sittenWhat happened in August 2022 when the oil price was sky-high and we saw Equinor at 400kr per share? It fell like hell for several years. Now the oil price flew up again for a period due to the Strait of Hormuz, we saw Equinor at approx 400kr. So the question now is, what happens next? Is anyone long on Equinor now, and if so, what is driving it up?·2 t sittenSitting and waiting for this one to come down further, before possibly loading up more. Average cost price (GAV) at approx. 260 so I'm not stressed, will enjoy the steady dividend that's coming in the future.
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 |
|---|---|---|---|---|
| 126 | - | - | ||
| 831 | - | - | ||
| 427 | - | - | ||
| 209 | - | - | ||
| 79 | - | - |
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
40 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.
4,20%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·3 t sittenA 5 percent drop is ridiculous in the new reality that now applies. The price must go below 300 in the short term. It seems that the market needs time to absorb realities at the moment. We saw the same in the first three months of the year, which created outstanding opportunities for investors who saw this.
- ·4 t sitten · MuokattuForget the war, but look at the profit. JPMorgan might be right. While everyone stares at Hormuz and what deal Trump and Iran land on this week, it's worth lifting your gaze to the one analysis that consistently sees past the noise: JPMorgan. The bank maintains a structurally bearish baseline with Brent around 60 dollars on average for all of 2026 and 60–65 dollars for 2027 , and even warns of a possible "reset" towards the 30s in 2027 if OPEC+ does not manage the returning surplus.  With Brent around 82 dollars now, there is a striking discrepancy against today's price – and against the more war-focused houses. Their argument is simple and hard to dismiss: prolonged Hormuz disruptions are diplomatically and economically unsustainable for all parties, and the underlying fundamentals – strong supply growth outside OPEC, OPEC+ phasing out cuts, and moderate demand – will eventually break through.  The war premium is, in other words, borrowed time. This contrasts with Goldman, which holds Q4 2026 at 90 and cut the 2027 average to 80 , and EIA which sees 79 dollars on average for 2027 . Both are just above the floor I have outlined; JPMorgan is clearly below. And here's the point I want to emphasize: even if JPMorgan is right, it's not necessarily bearish for Equinor. With a full-field breakeven around 15 dollars on Johan Sverdrup  and an average breakeven around 35 dollars on new projects , the company still generates solid cash flow at 60-dollar-oil. The difference between a 75- and a 60-scenario is more about dividend capacity and multiple than whether the case holds. What I take away is that the real tailwind is not in the oil price itself, but in the chain below: lower oil → lower inflation → room for interest rate cuts → falling real interest rates. It is that movement that matters for real assets and silver. JPMorgan's scenario is actually more bullish for that thesis than a sustained oil spike would have been. The question I am left with: if JPMorgan is right and Brent slides towards 60 in 2027, does Equinor then become a weaker case – or precisely more interesting because the market misprices the cash flow on a pessimistic oil assumption? Sources: • https://tradingeconomics.com/commodity/brent-crude-oil • https://j2t.com/solutions/blogview/oil-price-prediction/ • https://naga.com/eu/news-and-analysis/articles/oil-price-prediction • https://pulse2.com/goldman-sachs-lowers-2027-brent-oil-forecast-to-80-amid-supply-growth-and-demand-risks/ • https://cdn.equinor.com/files/h61q9gi9/global/8ea5addf8c0d1129734939503b9e6afd311182f3.pdf Not investment advice – own analysis. Do your own research.
- ·5 t sittenWhat happened in August 2022 when the oil price was sky-high and we saw Equinor at 400kr per share? It fell like hell for several years. Now the oil price flew up again for a period due to the Strait of Hormuz, we saw Equinor at approx 400kr. So the question now is, what happens next? Is anyone long on Equinor now, and if so, what is driving it up?·2 t sittenSitting and waiting for this one to come down further, before possibly loading up more. Average cost price (GAV) at approx. 260 so I'm not stressed, will enjoy the steady dividend that's coming in the future.
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 |
|---|---|---|---|---|
| 126 | - | - | ||
| 831 | - | - | ||
| 427 | - | - | ||
| 209 | - | - | ||
| 79 | - | - |
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