2026 Q2 -tulosraportti
54 päivää sitten
‧41 min
0,70 NOK/osake
Viimeisin osinko
0,76%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 157 | - | - | ||
| 157 | - | - | ||
| 845 | - | - | ||
| 100 | - | - | ||
| 128 | - | - |
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 10.7. | ||
Vuosittainen yhtiökokous 2026 24.4. | ||
2026 Q1 -tulosraportti 24.4. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 23.10.2025 |
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
·1 t sitten · MuokattuBUY 125 KR - SB1 MARKETS 27.08.26 - In its 2Q26 report, Kitron wrote that they see “the deepest 2026-2028 opportunity pipeline in our history”. We see the same. Our proprietary tracker points to high single-digit growth excl. Defence and DeltaNordic (48% of revenues) in 2026 and double-digit into 1H27 and the three latest Defence order backlog conversion figures points towards ~125% growth in 2026 and +30% YoY growth in 1H27 (46% of revenues). Consequently, we are positioned above high-end of guidance in 2026 and above consensus in 2026-2028 (3-13% on EBIT). Therefore, without any major disruptions in the electronics supply chain (which is the case currently according to several of our market sources), we see an underlying customer demand that support a higher outlook. Coupled with i) some 1%/4.4%/6.7% positive EBIT revisions in 2026-2028 post 2Q26, ii) 15x/11x/9x EV/EBIT in the same period with iii) net cash, we see no reasons to deviate from our current recommendation. Thus, we reiterate our Buy recommendation and NOK125 target price and see the current weakness as a great buying opportunity. • Our proprietary tracker continue to support rebound excl. Defence and DeltaNordic. In its 2Q26 report, Kitron wrote that they see “the deepest 2026-2028 opportunity pipeline in our history”. We see the same. Our proprietary tracker points to high single-digit growth excl. Defence and DeltaNordic (48% of revenues) in 2026 and double-digit into 1H27 and the three latest Defence order backlog conversion figures points towards ~125% growth in 2026 and +30% YoY growth in 1H27 (46% of revenues). • 1-7% EBIT and 5-11% EPS changes post 2Q26. Following a solid 2Q26, we lift our estimates by 1-7% on EBIT and 5-11% on EPS. This is primarily related to Defence, driven by supportive development in backlog conversion, which points to ~125% YoY growth in 2026 and +30% YoY growth in 1H27. Consequently, we model with EPS of NOK4.2/5.4/6.8 in 2026-2028, which position us 3-13% above consensus on EBIT in 2026-2028 and 1-11% on EPS and above high-end of company guidance for the current year. • Reiterate our Buy recommendation and NOK125 target price. Kitron trades at a 2026-2028 EV/EBIT of 15x/11x/9x and a corresponding P/E multiple of 20x/16x/12x in the same period. However, at the same time, the company operate with a net cash position, which include ~50% of EPS in dividends in 2027 and 2028 on our estimates. This makes room for further M&A like BB Electronics and DeltaNordic, but that is not included in our estimates. Hence, the company accumulate a significant amount of cash supported by 75-80% cash conversion and a capital light business model (capex around 2-2.5% of sales).
·4 t sittenMartine Kverne talks about organic growth of 50-60% this year, as well as Kitron also going to work on data center development. Many believe that future upside is already priced in, I believe Kitron is still cheap. The profits and production are not yet fully started, when the facilities are completed, it will be a bonanza.
·16 t sittenListen to Finansavisen's Economic News! Analyst is impressed after seeing the new factory. Comes with a buy recommendation: https://tv.finansavisen.no/nb/watch/8327Agreed. And Aasulv Tveitreid obviously thinks so too. It has escaped my attention that he has 17-20. July bought back into Kitron. 600.000 shares https://www.finansavisen.no/bjellesauer?investors=Aasulv+Tveitereid&tickers=KIT
·22 t sitten
- ·1 päivä sittenHead of Analysis Petter Slyngstadli at Norne Securities, The recommended shares In early September, Slyngstadli makes two changes to the recommended portfolio, as he divests Scatec and Sparebanken Møre. Kitron and Sparebanken Norge are joining. – Kitron raises its guidance, delivers good figures and benefits well from the boom in defense spending, while Sparebanken Norge delivers very good return on equity, which more than justifies a relatively high price-to-book valuation, says Slyngstadli. The recommended portfolio of Norne Securities now consists of the following shares: Kitron, Mowi, Akva Group, Vår Energi, Sparebank 1 SMN and Sparebanken Norge.
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
54 päivää sitten
‧41 min
0,70 NOK/osake
Viimeisin osinko
0,76%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
- ·1 t sitten · MuokattuBUY 125 KR - SB1 MARKETS 27.08.26 - In its 2Q26 report, Kitron wrote that they see “the deepest 2026-2028 opportunity pipeline in our history”. We see the same. Our proprietary tracker points to high single-digit growth excl. Defence and DeltaNordic (48% of revenues) in 2026 and double-digit into 1H27 and the three latest Defence order backlog conversion figures points towards ~125% growth in 2026 and +30% YoY growth in 1H27 (46% of revenues). Consequently, we are positioned above high-end of guidance in 2026 and above consensus in 2026-2028 (3-13% on EBIT). Therefore, without any major disruptions in the electronics supply chain (which is the case currently according to several of our market sources), we see an underlying customer demand that support a higher outlook. Coupled with i) some 1%/4.4%/6.7% positive EBIT revisions in 2026-2028 post 2Q26, ii) 15x/11x/9x EV/EBIT in the same period with iii) net cash, we see no reasons to deviate from our current recommendation. Thus, we reiterate our Buy recommendation and NOK125 target price and see the current weakness as a great buying opportunity. • Our proprietary tracker continue to support rebound excl. Defence and DeltaNordic. In its 2Q26 report, Kitron wrote that they see “the deepest 2026-2028 opportunity pipeline in our history”. We see the same. Our proprietary tracker points to high single-digit growth excl. Defence and DeltaNordic (48% of revenues) in 2026 and double-digit into 1H27 and the three latest Defence order backlog conversion figures points towards ~125% growth in 2026 and +30% YoY growth in 1H27 (46% of revenues). • 1-7% EBIT and 5-11% EPS changes post 2Q26. Following a solid 2Q26, we lift our estimates by 1-7% on EBIT and 5-11% on EPS. This is primarily related to Defence, driven by supportive development in backlog conversion, which points to ~125% YoY growth in 2026 and +30% YoY growth in 1H27. Consequently, we model with EPS of NOK4.2/5.4/6.8 in 2026-2028, which position us 3-13% above consensus on EBIT in 2026-2028 and 1-11% on EPS and above high-end of company guidance for the current year. • Reiterate our Buy recommendation and NOK125 target price. Kitron trades at a 2026-2028 EV/EBIT of 15x/11x/9x and a corresponding P/E multiple of 20x/16x/12x in the same period. However, at the same time, the company operate with a net cash position, which include ~50% of EPS in dividends in 2027 and 2028 on our estimates. This makes room for further M&A like BB Electronics and DeltaNordic, but that is not included in our estimates. Hence, the company accumulate a significant amount of cash supported by 75-80% cash conversion and a capital light business model (capex around 2-2.5% of sales).
- ·4 t sittenMartine Kverne talks about organic growth of 50-60% this year, as well as Kitron also going to work on data center development. Many believe that future upside is already priced in, I believe Kitron is still cheap. The profits and production are not yet fully started, when the facilities are completed, it will be a bonanza.
- ·16 t sittenListen to Finansavisen's Economic News! Analyst is impressed after seeing the new factory. Comes with a buy recommendation: https://tv.finansavisen.no/nb/watch/8327Agreed. And Aasulv Tveitreid obviously thinks so too. It has escaped my attention that he has 17-20. July bought back into Kitron. 600.000 shares https://www.finansavisen.no/bjellesauer?investors=Aasulv+Tveitereid&tickers=KIT
- ·22 t sitten
- ·1 päivä sittenHead of Analysis Petter Slyngstadli at Norne Securities, The recommended shares In early September, Slyngstadli makes two changes to the recommended portfolio, as he divests Scatec and Sparebanken Møre. Kitron and Sparebanken Norge are joining. – Kitron raises its guidance, delivers good figures and benefits well from the boom in defense spending, while Sparebanken Norge delivers very good return on equity, which more than justifies a relatively high price-to-book valuation, says Slyngstadli. The recommended portfolio of Norne Securities now consists of the following shares: Kitron, Mowi, Akva Group, Vår Energi, Sparebank 1 SMN and Sparebanken Norge.
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 |
|---|---|---|---|---|
| 157 | - | - | ||
| 157 | - | - | ||
| 845 | - | - | ||
| 100 | - | - | ||
| 128 | - | - |
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 10.7. | ||
Vuosittainen yhtiökokous 2026 24.4. | ||
2026 Q1 -tulosraportti 24.4. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 23.10.2025 |
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 -tulosraportti
54 päivää sitten
‧41 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 10.7. | ||
Vuosittainen yhtiökokous 2026 24.4. | ||
2026 Q1 -tulosraportti 24.4. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 23.10.2025 |
0,70 NOK/osake
Viimeisin osinko
0,76%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·1 t sitten · MuokattuBUY 125 KR - SB1 MARKETS 27.08.26 - In its 2Q26 report, Kitron wrote that they see “the deepest 2026-2028 opportunity pipeline in our history”. We see the same. Our proprietary tracker points to high single-digit growth excl. Defence and DeltaNordic (48% of revenues) in 2026 and double-digit into 1H27 and the three latest Defence order backlog conversion figures points towards ~125% growth in 2026 and +30% YoY growth in 1H27 (46% of revenues). Consequently, we are positioned above high-end of guidance in 2026 and above consensus in 2026-2028 (3-13% on EBIT). Therefore, without any major disruptions in the electronics supply chain (which is the case currently according to several of our market sources), we see an underlying customer demand that support a higher outlook. Coupled with i) some 1%/4.4%/6.7% positive EBIT revisions in 2026-2028 post 2Q26, ii) 15x/11x/9x EV/EBIT in the same period with iii) net cash, we see no reasons to deviate from our current recommendation. Thus, we reiterate our Buy recommendation and NOK125 target price and see the current weakness as a great buying opportunity. • Our proprietary tracker continue to support rebound excl. Defence and DeltaNordic. In its 2Q26 report, Kitron wrote that they see “the deepest 2026-2028 opportunity pipeline in our history”. We see the same. Our proprietary tracker points to high single-digit growth excl. Defence and DeltaNordic (48% of revenues) in 2026 and double-digit into 1H27 and the three latest Defence order backlog conversion figures points towards ~125% growth in 2026 and +30% YoY growth in 1H27 (46% of revenues). • 1-7% EBIT and 5-11% EPS changes post 2Q26. Following a solid 2Q26, we lift our estimates by 1-7% on EBIT and 5-11% on EPS. This is primarily related to Defence, driven by supportive development in backlog conversion, which points to ~125% YoY growth in 2026 and +30% YoY growth in 1H27. Consequently, we model with EPS of NOK4.2/5.4/6.8 in 2026-2028, which position us 3-13% above consensus on EBIT in 2026-2028 and 1-11% on EPS and above high-end of company guidance for the current year. • Reiterate our Buy recommendation and NOK125 target price. Kitron trades at a 2026-2028 EV/EBIT of 15x/11x/9x and a corresponding P/E multiple of 20x/16x/12x in the same period. However, at the same time, the company operate with a net cash position, which include ~50% of EPS in dividends in 2027 and 2028 on our estimates. This makes room for further M&A like BB Electronics and DeltaNordic, but that is not included in our estimates. Hence, the company accumulate a significant amount of cash supported by 75-80% cash conversion and a capital light business model (capex around 2-2.5% of sales).
- ·4 t sittenMartine Kverne talks about organic growth of 50-60% this year, as well as Kitron also going to work on data center development. Many believe that future upside is already priced in, I believe Kitron is still cheap. The profits and production are not yet fully started, when the facilities are completed, it will be a bonanza.
- ·16 t sittenListen to Finansavisen's Economic News! Analyst is impressed after seeing the new factory. Comes with a buy recommendation: https://tv.finansavisen.no/nb/watch/8327Agreed. And Aasulv Tveitreid obviously thinks so too. It has escaped my attention that he has 17-20. July bought back into Kitron. 600.000 shares https://www.finansavisen.no/bjellesauer?investors=Aasulv+Tveitereid&tickers=KIT
- ·22 t sitten
- ·1 päivä sittenHead of Analysis Petter Slyngstadli at Norne Securities, The recommended shares In early September, Slyngstadli makes two changes to the recommended portfolio, as he divests Scatec and Sparebanken Møre. Kitron and Sparebanken Norge are joining. – Kitron raises its guidance, delivers good figures and benefits well from the boom in defense spending, while Sparebanken Norge delivers very good return on equity, which more than justifies a relatively high price-to-book valuation, says Slyngstadli. The recommended portfolio of Norne Securities now consists of the following shares: Kitron, Mowi, Akva Group, Vår Energi, Sparebank 1 SMN and Sparebanken Norge.
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 |
|---|---|---|---|---|
| 157 | - | - | ||
| 157 | - | - | ||
| 845 | - | - | ||
| 100 | - | - | ||
| 128 | - | - |
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