2026 Q2 -tulosraportti
47 päivää sitten
‧56 min
1,49 NOK/osake
Viimeisin osinko
4,39%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
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.
Rahastot ja ETF:t, joilla on osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 22.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 23.7. | ||
2026 Q1 -tulosraportti 30.4. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 23.10.2025 | ||
2025 Q2 -tulosraportti 17.7.2025 |
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
·15 min sittenI find TGS an exciting case after the merger with PGS. One now has a global market leader in seismic and energy data, with significant exposure to continued investment in oil and gas. What I like: • Global market leader with high barriers to entry • Strong cash flow and potential for solid dividends • Synergies and cost savings after the PGS merger • Large data bank that can be sold multiple times with very good margins • Exposure to both oil/gas and new energy markets • Significant upside if offshore investments remain strong The truly interesting thing is operational gearing. When capacity utilization and multi-client sales are good, much of the revenue growth can flow straight through to cash flow. If TGS delivers on the synergies while energy investments remain strong, I believe today's valuation could prove attractive.
·3 päivää sittenClip from FA Goldman Sachs expects increased oil exploration: Points to Norwegian stock Falling oil and gas reserves could lead to a wave of exploration activity and more acquisitions, according to Goldman Sachs, which also highlights a Norwegian stock that could benefit from this. Category icon Energy Logo UKOILUSD=F · 93,47 -0,97% Logo TGS · 135,60 -0,07% Published 13:13 | Updated 13:37 Add to MyFa Article lead OIL RESERVES FALLING: Goldman Sachs expects increased exploration activity. PHOTO: Thomas Sola/Equinor Frank Helge Njøsen Journalist Tip me On Thursday, Finansavisen wrote that analysts at SEB foresee increased exploration activity as a result of rapidly falling oil reserves. The brokerage firm believes that the seismic company TGS could be one of the winners in such a cycle. In a recent report, Goldman Sachs is on the same track. Falling oil reserves increase the need for new discoveries, and could lay the groundwork for a new cycle of more exploration, but also more acquisitions among oil companies, concludes Goldman. The investment bank believes that seismic and artificial intelligence will be important tools to make exploration more efficient, and points to TGS as one of the preferred seismic stocks to gain exposure to the development. Goldman has a buy recommendation on the TGS stock, which is also on the investment bank's list of stocks it has most faith in. "We highlight TGS and Viridien as the most important names in seismic to own," writes Goldman in the report. According to an analysis from August, the price target for TGS is set at 180 kroner – 33 percent above today's price.
·31.8.In today's Stock Exchange interview in Finansavisen, analyst Erik Aspen Fosså at SB1 Markets has a very good analysis of the oil/offshore sector. He has great faith in Moreld, while TGS receives a clear sell recommendation. The reason is that there are few signs of a change in attitude among the oil companies, and SB1 Markets is therefore afraid that the market is overestimating how much and how quickly exploration activity can turn around, explains Fosså. – Therefore, one should sell TGS, where our estimates for cash-EBITDA in 2027–2028 are 10–15 percent lower than consensus and free cash flow yield is only around seven percent based on our estimates.
Up 5.7% on a sell recommendation is completely in line with TGS. Down on good news, up on bad news😂
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
47 päivää sitten
‧56 min
1,49 NOK/osake
Viimeisin osinko
4,39%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
- ·15 min sittenI find TGS an exciting case after the merger with PGS. One now has a global market leader in seismic and energy data, with significant exposure to continued investment in oil and gas. What I like: • Global market leader with high barriers to entry • Strong cash flow and potential for solid dividends • Synergies and cost savings after the PGS merger • Large data bank that can be sold multiple times with very good margins • Exposure to both oil/gas and new energy markets • Significant upside if offshore investments remain strong The truly interesting thing is operational gearing. When capacity utilization and multi-client sales are good, much of the revenue growth can flow straight through to cash flow. If TGS delivers on the synergies while energy investments remain strong, I believe today's valuation could prove attractive.
- ·3 päivää sittenClip from FA Goldman Sachs expects increased oil exploration: Points to Norwegian stock Falling oil and gas reserves could lead to a wave of exploration activity and more acquisitions, according to Goldman Sachs, which also highlights a Norwegian stock that could benefit from this. Category icon Energy Logo UKOILUSD=F · 93,47 -0,97% Logo TGS · 135,60 -0,07% Published 13:13 | Updated 13:37 Add to MyFa Article lead OIL RESERVES FALLING: Goldman Sachs expects increased exploration activity. PHOTO: Thomas Sola/Equinor Frank Helge Njøsen Journalist Tip me On Thursday, Finansavisen wrote that analysts at SEB foresee increased exploration activity as a result of rapidly falling oil reserves. The brokerage firm believes that the seismic company TGS could be one of the winners in such a cycle. In a recent report, Goldman Sachs is on the same track. Falling oil reserves increase the need for new discoveries, and could lay the groundwork for a new cycle of more exploration, but also more acquisitions among oil companies, concludes Goldman. The investment bank believes that seismic and artificial intelligence will be important tools to make exploration more efficient, and points to TGS as one of the preferred seismic stocks to gain exposure to the development. Goldman has a buy recommendation on the TGS stock, which is also on the investment bank's list of stocks it has most faith in. "We highlight TGS and Viridien as the most important names in seismic to own," writes Goldman in the report. According to an analysis from August, the price target for TGS is set at 180 kroner – 33 percent above today's price.
- ·31.8.In today's Stock Exchange interview in Finansavisen, analyst Erik Aspen Fosså at SB1 Markets has a very good analysis of the oil/offshore sector. He has great faith in Moreld, while TGS receives a clear sell recommendation. The reason is that there are few signs of a change in attitude among the oil companies, and SB1 Markets is therefore afraid that the market is overestimating how much and how quickly exploration activity can turn around, explains Fosså. – Therefore, one should sell TGS, where our estimates for cash-EBITDA in 2027–2028 are 10–15 percent lower than consensus and free cash flow yield is only around seven percent based on our estimates.Up 5.7% on a sell recommendation is completely in line with TGS. Down on good news, up on bad news😂
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 |
|---|---|---|---|---|
| - | - | - | - |
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 22.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 23.7. | ||
2026 Q1 -tulosraportti 30.4. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 23.10.2025 | ||
2025 Q2 -tulosraportti 17.7.2025 |
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 -tulosraportti
47 päivää sitten
‧56 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 22.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 23.7. | ||
2026 Q1 -tulosraportti 30.4. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 23.10.2025 | ||
2025 Q2 -tulosraportti 17.7.2025 |
1,49 NOK/osake
Viimeisin osinko
4,39%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·15 min sittenI find TGS an exciting case after the merger with PGS. One now has a global market leader in seismic and energy data, with significant exposure to continued investment in oil and gas. What I like: • Global market leader with high barriers to entry • Strong cash flow and potential for solid dividends • Synergies and cost savings after the PGS merger • Large data bank that can be sold multiple times with very good margins • Exposure to both oil/gas and new energy markets • Significant upside if offshore investments remain strong The truly interesting thing is operational gearing. When capacity utilization and multi-client sales are good, much of the revenue growth can flow straight through to cash flow. If TGS delivers on the synergies while energy investments remain strong, I believe today's valuation could prove attractive.
- ·3 päivää sittenClip from FA Goldman Sachs expects increased oil exploration: Points to Norwegian stock Falling oil and gas reserves could lead to a wave of exploration activity and more acquisitions, according to Goldman Sachs, which also highlights a Norwegian stock that could benefit from this. Category icon Energy Logo UKOILUSD=F · 93,47 -0,97% Logo TGS · 135,60 -0,07% Published 13:13 | Updated 13:37 Add to MyFa Article lead OIL RESERVES FALLING: Goldman Sachs expects increased exploration activity. PHOTO: Thomas Sola/Equinor Frank Helge Njøsen Journalist Tip me On Thursday, Finansavisen wrote that analysts at SEB foresee increased exploration activity as a result of rapidly falling oil reserves. The brokerage firm believes that the seismic company TGS could be one of the winners in such a cycle. In a recent report, Goldman Sachs is on the same track. Falling oil reserves increase the need for new discoveries, and could lay the groundwork for a new cycle of more exploration, but also more acquisitions among oil companies, concludes Goldman. The investment bank believes that seismic and artificial intelligence will be important tools to make exploration more efficient, and points to TGS as one of the preferred seismic stocks to gain exposure to the development. Goldman has a buy recommendation on the TGS stock, which is also on the investment bank's list of stocks it has most faith in. "We highlight TGS and Viridien as the most important names in seismic to own," writes Goldman in the report. According to an analysis from August, the price target for TGS is set at 180 kroner – 33 percent above today's price.
- ·31.8.In today's Stock Exchange interview in Finansavisen, analyst Erik Aspen Fosså at SB1 Markets has a very good analysis of the oil/offshore sector. He has great faith in Moreld, while TGS receives a clear sell recommendation. The reason is that there are few signs of a change in attitude among the oil companies, and SB1 Markets is therefore afraid that the market is overestimating how much and how quickly exploration activity can turn around, explains Fosså. – Therefore, one should sell TGS, where our estimates for cash-EBITDA in 2027–2028 are 10–15 percent lower than consensus and free cash flow yield is only around seven percent based on our estimates.Up 5.7% on a sell recommendation is completely in line with TGS. Down on good news, up on bad news😂
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 |
|---|---|---|---|---|
| - | - | - | - |
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