2026 Q1 -tulosraportti
70 päivää sitten
‧1 t 5 min
22,00 NOK/osake
Viimeisin osinko
5,20%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 17.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 24.4. | ||
2025 Q4 -tulosraportti 11.2. | ||
2025 Q3 -tulosraportti 17.10.2025 | ||
2025 Q2 -tulosraportti 18.7.2025 | ||
2025 Q1 -tulosraportti 25.4.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·41 min sitten · MuokattuOslo (Infront TDN Direkt): Norne Securities changes to buy and upgrades its recommendation on Yara to buy from hold and reiterates the price target of 590 kroner per share. Norne Securities upgraded its recommendation on Yara from hold to buy on Thursday, July 2, with a reiterated price target of 590 kroner per share. With the stock currently around 424-425 kroner, after Friday's closing at 423.10, this implies an implicit upside of over 38 percent. The interesting thing is the reasoning the brokerage itself provides. After a positive price development until April, Yara has undergone a sharp correction; the stock has fallen from around 540 kroner in early April to today's level. The decline was triggered by China issuing new export quotas for urea, which weakens one of the arguments that has supported international urea prices, and reinforced by the US and Iran signing a memorandum of understanding in 14 points on June 18, which calmed market fears of supply disruptions via the Strait of Hormuz. Norne is honest that the upgrade is largely price-driven rather than a signal of a fundamentally stronger market. They themselves point out that market conditions are not ideal: inventory sales are still ongoing in the Middle East, the EU and USA are in the low season for fertilizer purchases, and China may introduce further export quotas during the year. In other words, this is a valuation based on the price drop having gone further than the fundamental outlook suggests, not a recommendation driven by an improved market picture. This provides an interesting comparison point to the consensus otherwise. The average 12-month price target from other analysts is significantly lower, around 480-500 kroner according to several compilations, with some estimates as low as 390 kroner. Norne thus clearly stands out on the optimistic side of the spectrum. It is also worth mentioning in this context that Yara recently announced the purchase of an ammonia plant in the USA for 12.8 billion kroner, with an expected capacity of 1.3 million tonnes annually and full production by the end of 2026. This is a long-term structural investment that comes on top of the short-term valuation Norne is now making. The question is whether the price drop has actually been an overreaction, as Norne argues, or whether the weaker fundamental conditions, continued inventory reduction, seasonally weak demand, and risk of new Chinese export quotas, mean that the market has priced in information Norne underestimates. What do you others think about the timing here? If Yara stays above the bottom of the trend channel, it is worth a closer look. This is not investment advice, only my own analysis and assessment. Always do your own research before investment decisions. Sources: - TDN Finans/Infront TDN Direkt, July 2, 2026 (Norne upgrade) - Investing.com, Yara stock price: https://www.investing.com/equities/yara-internat - E24, Yara ammonia plant: https://e24.no/bors/nyheter - VG, USA-Iran memorandum of understanding: https://www.vg.no/nyheter/i/RjOe6r/usa-og-iran-er-enige-om-intensjonsavtale
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
70 päivää sitten
‧1 t 5 min
22,00 NOK/osake
Viimeisin osinko
5,20%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
Kirjaudu
- ·41 min sitten · MuokattuOslo (Infront TDN Direkt): Norne Securities changes to buy and upgrades its recommendation on Yara to buy from hold and reiterates the price target of 590 kroner per share. Norne Securities upgraded its recommendation on Yara from hold to buy on Thursday, July 2, with a reiterated price target of 590 kroner per share. With the stock currently around 424-425 kroner, after Friday's closing at 423.10, this implies an implicit upside of over 38 percent. The interesting thing is the reasoning the brokerage itself provides. After a positive price development until April, Yara has undergone a sharp correction; the stock has fallen from around 540 kroner in early April to today's level. The decline was triggered by China issuing new export quotas for urea, which weakens one of the arguments that has supported international urea prices, and reinforced by the US and Iran signing a memorandum of understanding in 14 points on June 18, which calmed market fears of supply disruptions via the Strait of Hormuz. Norne is honest that the upgrade is largely price-driven rather than a signal of a fundamentally stronger market. They themselves point out that market conditions are not ideal: inventory sales are still ongoing in the Middle East, the EU and USA are in the low season for fertilizer purchases, and China may introduce further export quotas during the year. In other words, this is a valuation based on the price drop having gone further than the fundamental outlook suggests, not a recommendation driven by an improved market picture. This provides an interesting comparison point to the consensus otherwise. The average 12-month price target from other analysts is significantly lower, around 480-500 kroner according to several compilations, with some estimates as low as 390 kroner. Norne thus clearly stands out on the optimistic side of the spectrum. It is also worth mentioning in this context that Yara recently announced the purchase of an ammonia plant in the USA for 12.8 billion kroner, with an expected capacity of 1.3 million tonnes annually and full production by the end of 2026. This is a long-term structural investment that comes on top of the short-term valuation Norne is now making. The question is whether the price drop has actually been an overreaction, as Norne argues, or whether the weaker fundamental conditions, continued inventory reduction, seasonally weak demand, and risk of new Chinese export quotas, mean that the market has priced in information Norne underestimates. What do you others think about the timing here? If Yara stays above the bottom of the trend channel, it is worth a closer look. This is not investment advice, only my own analysis and assessment. Always do your own research before investment decisions. Sources: - TDN Finans/Infront TDN Direkt, July 2, 2026 (Norne upgrade) - Investing.com, Yara stock price: https://www.investing.com/equities/yara-internat - E24, Yara ammonia plant: https://e24.no/bors/nyheter - VG, USA-Iran memorandum of understanding: https://www.vg.no/nyheter/i/RjOe6r/usa-og-iran-er-enige-om-intensjonsavtale
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 17.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 24.4. | ||
2025 Q4 -tulosraportti 11.2. | ||
2025 Q3 -tulosraportti 17.10.2025 | ||
2025 Q2 -tulosraportti 18.7.2025 | ||
2025 Q1 -tulosraportti 25.4.2025 |
2026 Q1 -tulosraportti
70 päivää sitten
‧1 t 5 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 17.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 24.4. | ||
2025 Q4 -tulosraportti 11.2. | ||
2025 Q3 -tulosraportti 17.10.2025 | ||
2025 Q2 -tulosraportti 18.7.2025 | ||
2025 Q1 -tulosraportti 25.4.2025 |
22,00 NOK/osake
Viimeisin osinko
5,20%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·41 min sitten · MuokattuOslo (Infront TDN Direkt): Norne Securities changes to buy and upgrades its recommendation on Yara to buy from hold and reiterates the price target of 590 kroner per share. Norne Securities upgraded its recommendation on Yara from hold to buy on Thursday, July 2, with a reiterated price target of 590 kroner per share. With the stock currently around 424-425 kroner, after Friday's closing at 423.10, this implies an implicit upside of over 38 percent. The interesting thing is the reasoning the brokerage itself provides. After a positive price development until April, Yara has undergone a sharp correction; the stock has fallen from around 540 kroner in early April to today's level. The decline was triggered by China issuing new export quotas for urea, which weakens one of the arguments that has supported international urea prices, and reinforced by the US and Iran signing a memorandum of understanding in 14 points on June 18, which calmed market fears of supply disruptions via the Strait of Hormuz. Norne is honest that the upgrade is largely price-driven rather than a signal of a fundamentally stronger market. They themselves point out that market conditions are not ideal: inventory sales are still ongoing in the Middle East, the EU and USA are in the low season for fertilizer purchases, and China may introduce further export quotas during the year. In other words, this is a valuation based on the price drop having gone further than the fundamental outlook suggests, not a recommendation driven by an improved market picture. This provides an interesting comparison point to the consensus otherwise. The average 12-month price target from other analysts is significantly lower, around 480-500 kroner according to several compilations, with some estimates as low as 390 kroner. Norne thus clearly stands out on the optimistic side of the spectrum. It is also worth mentioning in this context that Yara recently announced the purchase of an ammonia plant in the USA for 12.8 billion kroner, with an expected capacity of 1.3 million tonnes annually and full production by the end of 2026. This is a long-term structural investment that comes on top of the short-term valuation Norne is now making. The question is whether the price drop has actually been an overreaction, as Norne argues, or whether the weaker fundamental conditions, continued inventory reduction, seasonally weak demand, and risk of new Chinese export quotas, mean that the market has priced in information Norne underestimates. What do you others think about the timing here? If Yara stays above the bottom of the trend channel, it is worth a closer look. This is not investment advice, only my own analysis and assessment. Always do your own research before investment decisions. Sources: - TDN Finans/Infront TDN Direkt, July 2, 2026 (Norne upgrade) - Investing.com, Yara stock price: https://www.investing.com/equities/yara-internat - E24, Yara ammonia plant: https://e24.no/bors/nyheter - VG, USA-Iran memorandum of understanding: https://www.vg.no/nyheter/i/RjOe6r/usa-og-iran-er-enige-om-intensjonsavtale
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