2025 Q4 -tulosraportti
39 päivää sitten
‧58 min
22,00 NOK/osake
Irtoamispäivä 13.5.
0,97%Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 395 | - | - | ||
| 486 | - | - | ||
| 978 | - | - | ||
| 3 088 | - | - | ||
| 2 618 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 24.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 11.2. | ||
2025 Q3 -tulosraportti 17.10.2025 | ||
2025 Q2 -tulosraportti 18.7.2025 | ||
2025 Q1 -tulosraportti 25.4.2025 | ||
2024 Q4 -tulosraportti 7.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
3 t sitten3 t sittenWill Yara go back to 350 kr ?
·1 päivä sitten · MuokattuYara (YAR): The fertilizer crisis is not a “free lunch” The closure of the Strait of Hormuz is now sending shockwaves into a market many investors overlook: fertilizer. According to E24, Felleskjøpet Agri has sold about ten percent of its normal annual volume in just one week, while prices are already up 40–50 percent in some markets. The analysis firm CRU estimates that the urea price could rise over 60 percent from pre-conflict levels. Intuitively, this should be bullish for Yara — but the market signals something far more nuanced. Yara closed at 516.40 kroner on Friday, down 5.59 percent on a single trading day. This comes after a rise of over 40 percent in the last six months and a technical picture that was clearly overbought with RSI over 70. The break upwards through the trend channel in March now appears more like a “blow-off top” than the start of a new stable uptrend. This is classic Yara: a deeply cyclical stock that moves in powerful commodity cycles, not a linear compounder — something the long-term price chart from 100 kroner in 2004 to peaks over 500 kroner and back down towards 300 illustrates with all clarity. What makes this crisis particularly challenging to analyze for Yara is that the company is not just a producer — it is also a major buyer. Significant parts of Yara’s blending operations in Europe and Asia depend on imported urea from the Middle East, precisely the flow that is now physically blocked by the Hormuz closure. Yara is thus a winner on the price side and a loser on the input cost side in one and the same crisis. The outcome depends on how long the conflict lasts, how quickly contracts can be renegotiated, and whether alternative supply lines can be established in time. Furthermore, from January 1, 2026, the EU’s Carbon Border Adjustment Mechanism, CBAM, came into force — a mechanism that affects imported fertilizer into Europe and gives Yara double exposure to cost pressure precisely when the raw material situation is most challenging. Historically, the urea price has been the strongest single driver for the Yara stock, but the return does not always fully reflect the commodity price. In the previous major fertilizer cycle from 2020 to 2022, Yara delivered around 31 percent return, while more pure-play actors like K+S in Frankfurt delivered far higher percentage returns on the same market signal. Yara is simply not a “pure play” on fertilizer prices, and it is important to keep this in mind when interpreting the ongoing price development. Friday’s fall of nearly six percent can be read in two ways. Either it is a healthy correction after an overbought period, or it is the start of a repricing where the market begins to price in the cost risk on the input side. The market usually moves before the narrative is fully formulated, and Friday’s movement may be the first sign that investors are beginning to distinguish between companies that profit from higher prices and companies that simultaneously incur higher costs. Yara falls into the latter category — at least partially. Yara is a quality company with a strong industrial position and solid dividend history. But in today’s market, the case is more complex than it appears at first glance. This is not a pure winner of the fertilizer crisis, but a balancing act where the question is whether earnings will actually meet expectations — or whether the market is already ahead of the fundamentals. Do you have a position in Yara? Is Friday’s fall a healthy correction, or the start of something bigger? This is not financial advice. Always make your own assessments before investment decisions. Sources: E24 — Fertilizer prices soar: «An explosive sale» (21.03.2026) https://e24.no/naeringsliv/i/Wv0Jzd/gjoedselprisene-fyker-i-vaeret-et-eksplosivt-salg Financial Content / MarketMinute — Fertilizer Prices Surge as Strait of Hormuz Disruption Threatens 2026 Planting Season (18.03.2026) https://markets.financialcontent.com/stocks/article/marketminute-2026-3-18-fertilizer-prices-surge-as-strait-of-hormuz-disruption-threatens-2026-planting-season Financial Content / MarketMinute — Global Food Security at Risk as Strait of Hormuz Blockade Chokes World Fertilizer Supply (19.03.2026) https://markets.financialcontent.com/stocks/article/marketminute-2026-3-19-global-food-security-at-risk-as-strait-of-hormuz-blockade-chokes-world-fertilizer-supply
·1 päivä sitten
2 päivää sitten2 päivää sitten«China restricts fertiliser exports, further tightening global supply amid Iran war China is curtailing fertiliser exports to protect its domestic market, industry sources have told the Reuters news agency, placing additional strain on global markets already grappling with shortages caused by the US-Israeli war on Iran. In mid-March, Beijing banned exports of nitrogen-potassium fertiliser blends and certain phosphate varieties, sources told Reuters. According to the news agency, along with existing bans and export quotas for urea, only a handful of fertilisers – notably ammonium sulphate – can be exported from China, which would mean between half and three quarters of what China exported last year is now restricted, potentially up to 40 million metric tonnes, according to a Reuters estimate. China is among the world’s largest fertiliser exporters – shipping more than $13bn worth of it last year. Reports of the ban come as shipments of fertiliser through the Strait of Hormuz are stalled. Shipments through the waterway account for roughly one-third of the sea-borne supply. “This pattern is consistent: China restricts supplies rather than coming to the rescue during global tightness,” Matthew Biggin, a senior commodities analyst at BMI, told Reuters. “They’re prioritising food security and insulating their domestic market from price shocks,” Biggin said.»
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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.
2025 Q4 -tulosraportti
39 päivää sitten
‧58 min
22,00 NOK/osake
Irtoamispäivä 13.5.
0,97%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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 3 t sitten3 t sittenWill Yara go back to 350 kr ?
- ·1 päivä sitten · MuokattuYara (YAR): The fertilizer crisis is not a “free lunch” The closure of the Strait of Hormuz is now sending shockwaves into a market many investors overlook: fertilizer. According to E24, Felleskjøpet Agri has sold about ten percent of its normal annual volume in just one week, while prices are already up 40–50 percent in some markets. The analysis firm CRU estimates that the urea price could rise over 60 percent from pre-conflict levels. Intuitively, this should be bullish for Yara — but the market signals something far more nuanced. Yara closed at 516.40 kroner on Friday, down 5.59 percent on a single trading day. This comes after a rise of over 40 percent in the last six months and a technical picture that was clearly overbought with RSI over 70. The break upwards through the trend channel in March now appears more like a “blow-off top” than the start of a new stable uptrend. This is classic Yara: a deeply cyclical stock that moves in powerful commodity cycles, not a linear compounder — something the long-term price chart from 100 kroner in 2004 to peaks over 500 kroner and back down towards 300 illustrates with all clarity. What makes this crisis particularly challenging to analyze for Yara is that the company is not just a producer — it is also a major buyer. Significant parts of Yara’s blending operations in Europe and Asia depend on imported urea from the Middle East, precisely the flow that is now physically blocked by the Hormuz closure. Yara is thus a winner on the price side and a loser on the input cost side in one and the same crisis. The outcome depends on how long the conflict lasts, how quickly contracts can be renegotiated, and whether alternative supply lines can be established in time. Furthermore, from January 1, 2026, the EU’s Carbon Border Adjustment Mechanism, CBAM, came into force — a mechanism that affects imported fertilizer into Europe and gives Yara double exposure to cost pressure precisely when the raw material situation is most challenging. Historically, the urea price has been the strongest single driver for the Yara stock, but the return does not always fully reflect the commodity price. In the previous major fertilizer cycle from 2020 to 2022, Yara delivered around 31 percent return, while more pure-play actors like K+S in Frankfurt delivered far higher percentage returns on the same market signal. Yara is simply not a “pure play” on fertilizer prices, and it is important to keep this in mind when interpreting the ongoing price development. Friday’s fall of nearly six percent can be read in two ways. Either it is a healthy correction after an overbought period, or it is the start of a repricing where the market begins to price in the cost risk on the input side. The market usually moves before the narrative is fully formulated, and Friday’s movement may be the first sign that investors are beginning to distinguish between companies that profit from higher prices and companies that simultaneously incur higher costs. Yara falls into the latter category — at least partially. Yara is a quality company with a strong industrial position and solid dividend history. But in today’s market, the case is more complex than it appears at first glance. This is not a pure winner of the fertilizer crisis, but a balancing act where the question is whether earnings will actually meet expectations — or whether the market is already ahead of the fundamentals. Do you have a position in Yara? Is Friday’s fall a healthy correction, or the start of something bigger? This is not financial advice. Always make your own assessments before investment decisions. Sources: E24 — Fertilizer prices soar: «An explosive sale» (21.03.2026) https://e24.no/naeringsliv/i/Wv0Jzd/gjoedselprisene-fyker-i-vaeret-et-eksplosivt-salg Financial Content / MarketMinute — Fertilizer Prices Surge as Strait of Hormuz Disruption Threatens 2026 Planting Season (18.03.2026) https://markets.financialcontent.com/stocks/article/marketminute-2026-3-18-fertilizer-prices-surge-as-strait-of-hormuz-disruption-threatens-2026-planting-season Financial Content / MarketMinute — Global Food Security at Risk as Strait of Hormuz Blockade Chokes World Fertilizer Supply (19.03.2026) https://markets.financialcontent.com/stocks/article/marketminute-2026-3-19-global-food-security-at-risk-as-strait-of-hormuz-blockade-chokes-world-fertilizer-supply
- ·1 päivä sitten
- 2 päivää sitten2 päivää sitten«China restricts fertiliser exports, further tightening global supply amid Iran war China is curtailing fertiliser exports to protect its domestic market, industry sources have told the Reuters news agency, placing additional strain on global markets already grappling with shortages caused by the US-Israeli war on Iran. In mid-March, Beijing banned exports of nitrogen-potassium fertiliser blends and certain phosphate varieties, sources told Reuters. According to the news agency, along with existing bans and export quotas for urea, only a handful of fertilisers – notably ammonium sulphate – can be exported from China, which would mean between half and three quarters of what China exported last year is now restricted, potentially up to 40 million metric tonnes, according to a Reuters estimate. China is among the world’s largest fertiliser exporters – shipping more than $13bn worth of it last year. Reports of the ban come as shipments of fertiliser through the Strait of Hormuz are stalled. Shipments through the waterway account for roughly one-third of the sea-borne supply. “This pattern is consistent: China restricts supplies rather than coming to the rescue during global tightness,” Matthew Biggin, a senior commodities analyst at BMI, told Reuters. “They’re prioritising food security and insulating their domestic market from price shocks,” Biggin said.»
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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 |
|---|---|---|---|---|
| 395 | - | - | ||
| 486 | - | - | ||
| 978 | - | - | ||
| 3 088 | - | - | ||
| 2 618 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 24.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 11.2. | ||
2025 Q3 -tulosraportti 17.10.2025 | ||
2025 Q2 -tulosraportti 18.7.2025 | ||
2025 Q1 -tulosraportti 25.4.2025 | ||
2024 Q4 -tulosraportti 7.2.2025 |
2025 Q4 -tulosraportti
39 päivää sitten
‧58 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 Q1 -tulosraportti 24.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 11.2. | ||
2025 Q3 -tulosraportti 17.10.2025 | ||
2025 Q2 -tulosraportti 18.7.2025 | ||
2025 Q1 -tulosraportti 25.4.2025 | ||
2024 Q4 -tulosraportti 7.2.2025 |
22,00 NOK/osake
Irtoamispäivä 13.5.
0,97%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 3 t sitten3 t sittenWill Yara go back to 350 kr ?
- ·1 päivä sitten · MuokattuYara (YAR): The fertilizer crisis is not a “free lunch” The closure of the Strait of Hormuz is now sending shockwaves into a market many investors overlook: fertilizer. According to E24, Felleskjøpet Agri has sold about ten percent of its normal annual volume in just one week, while prices are already up 40–50 percent in some markets. The analysis firm CRU estimates that the urea price could rise over 60 percent from pre-conflict levels. Intuitively, this should be bullish for Yara — but the market signals something far more nuanced. Yara closed at 516.40 kroner on Friday, down 5.59 percent on a single trading day. This comes after a rise of over 40 percent in the last six months and a technical picture that was clearly overbought with RSI over 70. The break upwards through the trend channel in March now appears more like a “blow-off top” than the start of a new stable uptrend. This is classic Yara: a deeply cyclical stock that moves in powerful commodity cycles, not a linear compounder — something the long-term price chart from 100 kroner in 2004 to peaks over 500 kroner and back down towards 300 illustrates with all clarity. What makes this crisis particularly challenging to analyze for Yara is that the company is not just a producer — it is also a major buyer. Significant parts of Yara’s blending operations in Europe and Asia depend on imported urea from the Middle East, precisely the flow that is now physically blocked by the Hormuz closure. Yara is thus a winner on the price side and a loser on the input cost side in one and the same crisis. The outcome depends on how long the conflict lasts, how quickly contracts can be renegotiated, and whether alternative supply lines can be established in time. Furthermore, from January 1, 2026, the EU’s Carbon Border Adjustment Mechanism, CBAM, came into force — a mechanism that affects imported fertilizer into Europe and gives Yara double exposure to cost pressure precisely when the raw material situation is most challenging. Historically, the urea price has been the strongest single driver for the Yara stock, but the return does not always fully reflect the commodity price. In the previous major fertilizer cycle from 2020 to 2022, Yara delivered around 31 percent return, while more pure-play actors like K+S in Frankfurt delivered far higher percentage returns on the same market signal. Yara is simply not a “pure play” on fertilizer prices, and it is important to keep this in mind when interpreting the ongoing price development. Friday’s fall of nearly six percent can be read in two ways. Either it is a healthy correction after an overbought period, or it is the start of a repricing where the market begins to price in the cost risk on the input side. The market usually moves before the narrative is fully formulated, and Friday’s movement may be the first sign that investors are beginning to distinguish between companies that profit from higher prices and companies that simultaneously incur higher costs. Yara falls into the latter category — at least partially. Yara is a quality company with a strong industrial position and solid dividend history. But in today’s market, the case is more complex than it appears at first glance. This is not a pure winner of the fertilizer crisis, but a balancing act where the question is whether earnings will actually meet expectations — or whether the market is already ahead of the fundamentals. Do you have a position in Yara? Is Friday’s fall a healthy correction, or the start of something bigger? This is not financial advice. Always make your own assessments before investment decisions. Sources: E24 — Fertilizer prices soar: «An explosive sale» (21.03.2026) https://e24.no/naeringsliv/i/Wv0Jzd/gjoedselprisene-fyker-i-vaeret-et-eksplosivt-salg Financial Content / MarketMinute — Fertilizer Prices Surge as Strait of Hormuz Disruption Threatens 2026 Planting Season (18.03.2026) https://markets.financialcontent.com/stocks/article/marketminute-2026-3-18-fertilizer-prices-surge-as-strait-of-hormuz-disruption-threatens-2026-planting-season Financial Content / MarketMinute — Global Food Security at Risk as Strait of Hormuz Blockade Chokes World Fertilizer Supply (19.03.2026) https://markets.financialcontent.com/stocks/article/marketminute-2026-3-19-global-food-security-at-risk-as-strait-of-hormuz-blockade-chokes-world-fertilizer-supply
- ·1 päivä sitten
- 2 päivää sitten2 päivää sitten«China restricts fertiliser exports, further tightening global supply amid Iran war China is curtailing fertiliser exports to protect its domestic market, industry sources have told the Reuters news agency, placing additional strain on global markets already grappling with shortages caused by the US-Israeli war on Iran. In mid-March, Beijing banned exports of nitrogen-potassium fertiliser blends and certain phosphate varieties, sources told Reuters. According to the news agency, along with existing bans and export quotas for urea, only a handful of fertilisers – notably ammonium sulphate – can be exported from China, which would mean between half and three quarters of what China exported last year is now restricted, potentially up to 40 million metric tonnes, according to a Reuters estimate. China is among the world’s largest fertiliser exporters – shipping more than $13bn worth of it last year. Reports of the ban come as shipments of fertiliser through the Strait of Hormuz are stalled. Shipments through the waterway account for roughly one-third of the sea-borne supply. “This pattern is consistent: China restricts supplies rather than coming to the rescue during global tightness,” Matthew Biggin, a senior commodities analyst at BMI, told Reuters. “They’re prioritising food security and insulating their domestic market from price shocks,” Biggin said.»
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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 |
|---|---|---|---|---|
| 395 | - | - | ||
| 486 | - | - | ||
| 978 | - | - | ||
| 3 088 | - | - | ||
| 2 618 | - | - |
Välittäjätilasto
Dataa ei löytynyt