2025 Q4 -tulosraportti
41 päivää sitten
‧46 min
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 | - | - | ||
| 3 005 | - | - | ||
| 3 211 | - | - | ||
| 4 686 | - | - | ||
| 2 481 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 30.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 25.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 12.8.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 | ||
2024 Q4 -tulosraportti 25.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·5 t sittenStill ticking downwards along with the rest of the industry. I have been heavily invested in this for almost 4 years, consistently with negative returns. But for the first time, I don't know if I dare to hold through the quarterly report, I think it could get ugly, what do you think?
·4 t sitten · MuokattuStock exchange announcement from Volvo today. North America, which has been a somewhat sluggish Market in 2025 -North American orders for heavy-duty trucks (Class 8) provisionally reached 37,200 units in March, representing a 126% year-over-year increase. Despite record orders of 46,200 units from February, analysts consider March's Class 8 order intake solid and slightly above market expectations. It depends on the time horizon, whether one intends to hold the stock until summer or 2 -5 years into the future, then this is probably just a small speed bump on the way.
·11 t sittenSATS is a textbook example of what a real turnaround can be: The share price was between 6–9 kroner. Little interest. Low confidence. On forums, they were concerned about the cost of people showering after training. It was a boring investment. The share price improved in 2023: The fourth largest owner, Ferd, first sells half at a price of 10.45, and the rest a few months later. One thinks: “Ferd is smart money. They know something.” Ferd had totally dumped 8.8 million shares, so one is also afraid that the price might fall back. That didn't happen: The price went to 20. Then 30. Then 40. Today the price is around 43–44. Even Ferd must feel a bit about that exit. The story of SATS is about psychology and patience in turnaround companies. Many were probably influenced by Ferd CEO Morten Borge (who sits on the board of Folketrygdfondet) selling out completely. The pattern is almost always the same. One owns a share that has performed poorly for several years: Bad figures. Trust disappears. Shareholders get tired. Then the right changes start: new management, cost cuts, better structure, several positive presentations in a row. But the market doesn't believe it yet: The price goes sideways. Volume is low. No interest. Nobody cares. The pain threshold is underestimated. People think: “I have waited for 3–4 years. Now I have to move on.” One is mentally done. It's like being stuck in an eternal desert wandering. So people give up. And then comes the repricing. Once it takes off, it goes fast.
·5 t sittenFerd also sold its Scatec shares on 15 April 2023. Looking at the price chart, one might start to wonder what they were thinking. If one is to follow bellwethers, one should at least follow the sheep that are good, i.e., Peter Hermanrud, Fredly etc. Not Spetalen or Johan Andresen.
·3 päivää sitten · MuokattuA very pleasant article, and an uplifting end to Q1, Especially pleasant for KOA, which has reduced its exposure to passenger cars, and has heavily increased focus and exposure towards customers in heavy transport. Class 8 orders end the first quarter with a 96 % increase year-to-date Fourth consecutive month with 20 % year-over-year improvement shows a market on a 'very solid foundation' as the seasonal ordering season concludes. https://www.truckpartsandservice.com/trucks-trailers/class-7-8/article/15821314/class-8-truck-orders-surge-130-yearoveryear-in-march-2026
·2.4.·3 päivää sitten"The one who's missing out" apparently hasn't realized that KOA has moved from the small car and over to the truck segment and has specialized in heavy transport, which is experiencing strong growth. Apparently doesn't understand that the FA article is about passenger cars and not about trucks. Class 8 orders end the first quarter with a 96 % increase year-to-date. Fourth consecutive month with 20 % year-over-year improvement shows a market on a 'very solid foundation' as the seasonal ordering season concludes.
·31.3.It may seem that some on this forum are of the opinion that this is a rocket stock, it definitely is not. If the first quarter had been good, insider buying would have abounded, in my opinion this is still a stock to put in the drawer for 3 to .5 years. The communication to us owners is, to say the least, a total fiasco, they could have informed about contracts and not least informed that the entire eventual profit in 2026 will be paid out as a dividend, they have cash flow good enough for that. After having worked 30 years in this industry, my opinion is that they should soon have adults at home, good top management but unsure if the rest are good enough for the first team.
·1.4.Read this again: Posting this from @carrlo - so everyone sees: KOA has been in a truly extraordinary situation where a hedge fund almost succeeded in taking KOA private. The cost structure was, to put it mildly, out of balance; 26% of salary costs went to administration in an industrial company. It goes without saying that this was not a sustainable situation. It paints a skewed picture to use this period as a reference for “normal” value creation. What is more relevant to look at is what has actually happened since we got the good old management back: KOA has long-term relationships with leading OEMs, and the company itself has stated that they have not lost a single contract through a very demanding period. That in itself is a quality stamp. KOA has delivered the best cash flow in four years, despite lower revenue. In other words, better operational control. In addition, parts of the cash flow are still not visible, due to expenses related to customs duties that will be reimbursed. Operations are positive, and liquidity is under control, which was far from a given a few years ago. KOA has increased its focus on motion control, electrification, and energy-efficient technology. This is technology that is directly exposed to the vehicles of the future. A concrete example is that Volvo now has a demo car with steer-by-wire from Chassis Autonomy. Not everything is “solved” – but there is actually a real turnaround underway. Regarding the alternative of sale/structural changes: yes, it is always a possibility, and the board should, of course, continuously consider this. But a sale at today's level could also mean realizing values before the improvements in operations and technology portfolio actually materialize in the market. Perhaps it's better to let the turnaround have time to impact margins and valuation. KOA today is something completely different from what it was just a few years ago.
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
41 päivää sitten
‧46 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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·5 t sittenStill ticking downwards along with the rest of the industry. I have been heavily invested in this for almost 4 years, consistently with negative returns. But for the first time, I don't know if I dare to hold through the quarterly report, I think it could get ugly, what do you think?·4 t sitten · MuokattuStock exchange announcement from Volvo today. North America, which has been a somewhat sluggish Market in 2025 -North American orders for heavy-duty trucks (Class 8) provisionally reached 37,200 units in March, representing a 126% year-over-year increase. Despite record orders of 46,200 units from February, analysts consider March's Class 8 order intake solid and slightly above market expectations. It depends on the time horizon, whether one intends to hold the stock until summer or 2 -5 years into the future, then this is probably just a small speed bump on the way.
- ·11 t sittenSATS is a textbook example of what a real turnaround can be: The share price was between 6–9 kroner. Little interest. Low confidence. On forums, they were concerned about the cost of people showering after training. It was a boring investment. The share price improved in 2023: The fourth largest owner, Ferd, first sells half at a price of 10.45, and the rest a few months later. One thinks: “Ferd is smart money. They know something.” Ferd had totally dumped 8.8 million shares, so one is also afraid that the price might fall back. That didn't happen: The price went to 20. Then 30. Then 40. Today the price is around 43–44. Even Ferd must feel a bit about that exit. The story of SATS is about psychology and patience in turnaround companies. Many were probably influenced by Ferd CEO Morten Borge (who sits on the board of Folketrygdfondet) selling out completely. The pattern is almost always the same. One owns a share that has performed poorly for several years: Bad figures. Trust disappears. Shareholders get tired. Then the right changes start: new management, cost cuts, better structure, several positive presentations in a row. But the market doesn't believe it yet: The price goes sideways. Volume is low. No interest. Nobody cares. The pain threshold is underestimated. People think: “I have waited for 3–4 years. Now I have to move on.” One is mentally done. It's like being stuck in an eternal desert wandering. So people give up. And then comes the repricing. Once it takes off, it goes fast.·5 t sittenFerd also sold its Scatec shares on 15 April 2023. Looking at the price chart, one might start to wonder what they were thinking. If one is to follow bellwethers, one should at least follow the sheep that are good, i.e., Peter Hermanrud, Fredly etc. Not Spetalen or Johan Andresen.
- ·3 päivää sitten · MuokattuA very pleasant article, and an uplifting end to Q1, Especially pleasant for KOA, which has reduced its exposure to passenger cars, and has heavily increased focus and exposure towards customers in heavy transport. Class 8 orders end the first quarter with a 96 % increase year-to-date Fourth consecutive month with 20 % year-over-year improvement shows a market on a 'very solid foundation' as the seasonal ordering season concludes. https://www.truckpartsandservice.com/trucks-trailers/class-7-8/article/15821314/class-8-truck-orders-surge-130-yearoveryear-in-march-2026
- ·2.4.·3 päivää sitten"The one who's missing out" apparently hasn't realized that KOA has moved from the small car and over to the truck segment and has specialized in heavy transport, which is experiencing strong growth. Apparently doesn't understand that the FA article is about passenger cars and not about trucks. Class 8 orders end the first quarter with a 96 % increase year-to-date. Fourth consecutive month with 20 % year-over-year improvement shows a market on a 'very solid foundation' as the seasonal ordering season concludes.
- ·31.3.It may seem that some on this forum are of the opinion that this is a rocket stock, it definitely is not. If the first quarter had been good, insider buying would have abounded, in my opinion this is still a stock to put in the drawer for 3 to .5 years. The communication to us owners is, to say the least, a total fiasco, they could have informed about contracts and not least informed that the entire eventual profit in 2026 will be paid out as a dividend, they have cash flow good enough for that. After having worked 30 years in this industry, my opinion is that they should soon have adults at home, good top management but unsure if the rest are good enough for the first team.·1.4.Read this again: Posting this from @carrlo - so everyone sees: KOA has been in a truly extraordinary situation where a hedge fund almost succeeded in taking KOA private. The cost structure was, to put it mildly, out of balance; 26% of salary costs went to administration in an industrial company. It goes without saying that this was not a sustainable situation. It paints a skewed picture to use this period as a reference for “normal” value creation. What is more relevant to look at is what has actually happened since we got the good old management back: KOA has long-term relationships with leading OEMs, and the company itself has stated that they have not lost a single contract through a very demanding period. That in itself is a quality stamp. KOA has delivered the best cash flow in four years, despite lower revenue. In other words, better operational control. In addition, parts of the cash flow are still not visible, due to expenses related to customs duties that will be reimbursed. Operations are positive, and liquidity is under control, which was far from a given a few years ago. KOA has increased its focus on motion control, electrification, and energy-efficient technology. This is technology that is directly exposed to the vehicles of the future. A concrete example is that Volvo now has a demo car with steer-by-wire from Chassis Autonomy. Not everything is “solved” – but there is actually a real turnaround underway. Regarding the alternative of sale/structural changes: yes, it is always a possibility, and the board should, of course, continuously consider this. But a sale at today's level could also mean realizing values before the improvements in operations and technology portfolio actually materialize in the market. Perhaps it's better to let the turnaround have time to impact margins and valuation. KOA today is something completely different from what it was just a few years ago.
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 |
|---|---|---|---|---|
| 1 | - | - | ||
| 3 005 | - | - | ||
| 3 211 | - | - | ||
| 4 686 | - | - | ||
| 2 481 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 30.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 25.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 12.8.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 | ||
2024 Q4 -tulosraportti 25.2.2025 |
2025 Q4 -tulosraportti
41 päivää sitten
‧46 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 30.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 25.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 12.8.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 | ||
2024 Q4 -tulosraportti 25.2.2025 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·5 t sittenStill ticking downwards along with the rest of the industry. I have been heavily invested in this for almost 4 years, consistently with negative returns. But for the first time, I don't know if I dare to hold through the quarterly report, I think it could get ugly, what do you think?·4 t sitten · MuokattuStock exchange announcement from Volvo today. North America, which has been a somewhat sluggish Market in 2025 -North American orders for heavy-duty trucks (Class 8) provisionally reached 37,200 units in March, representing a 126% year-over-year increase. Despite record orders of 46,200 units from February, analysts consider March's Class 8 order intake solid and slightly above market expectations. It depends on the time horizon, whether one intends to hold the stock until summer or 2 -5 years into the future, then this is probably just a small speed bump on the way.
- ·11 t sittenSATS is a textbook example of what a real turnaround can be: The share price was between 6–9 kroner. Little interest. Low confidence. On forums, they were concerned about the cost of people showering after training. It was a boring investment. The share price improved in 2023: The fourth largest owner, Ferd, first sells half at a price of 10.45, and the rest a few months later. One thinks: “Ferd is smart money. They know something.” Ferd had totally dumped 8.8 million shares, so one is also afraid that the price might fall back. That didn't happen: The price went to 20. Then 30. Then 40. Today the price is around 43–44. Even Ferd must feel a bit about that exit. The story of SATS is about psychology and patience in turnaround companies. Many were probably influenced by Ferd CEO Morten Borge (who sits on the board of Folketrygdfondet) selling out completely. The pattern is almost always the same. One owns a share that has performed poorly for several years: Bad figures. Trust disappears. Shareholders get tired. Then the right changes start: new management, cost cuts, better structure, several positive presentations in a row. But the market doesn't believe it yet: The price goes sideways. Volume is low. No interest. Nobody cares. The pain threshold is underestimated. People think: “I have waited for 3–4 years. Now I have to move on.” One is mentally done. It's like being stuck in an eternal desert wandering. So people give up. And then comes the repricing. Once it takes off, it goes fast.·5 t sittenFerd also sold its Scatec shares on 15 April 2023. Looking at the price chart, one might start to wonder what they were thinking. If one is to follow bellwethers, one should at least follow the sheep that are good, i.e., Peter Hermanrud, Fredly etc. Not Spetalen or Johan Andresen.
- ·3 päivää sitten · MuokattuA very pleasant article, and an uplifting end to Q1, Especially pleasant for KOA, which has reduced its exposure to passenger cars, and has heavily increased focus and exposure towards customers in heavy transport. Class 8 orders end the first quarter with a 96 % increase year-to-date Fourth consecutive month with 20 % year-over-year improvement shows a market on a 'very solid foundation' as the seasonal ordering season concludes. https://www.truckpartsandservice.com/trucks-trailers/class-7-8/article/15821314/class-8-truck-orders-surge-130-yearoveryear-in-march-2026
- ·2.4.·3 päivää sitten"The one who's missing out" apparently hasn't realized that KOA has moved from the small car and over to the truck segment and has specialized in heavy transport, which is experiencing strong growth. Apparently doesn't understand that the FA article is about passenger cars and not about trucks. Class 8 orders end the first quarter with a 96 % increase year-to-date. Fourth consecutive month with 20 % year-over-year improvement shows a market on a 'very solid foundation' as the seasonal ordering season concludes.
- ·31.3.It may seem that some on this forum are of the opinion that this is a rocket stock, it definitely is not. If the first quarter had been good, insider buying would have abounded, in my opinion this is still a stock to put in the drawer for 3 to .5 years. The communication to us owners is, to say the least, a total fiasco, they could have informed about contracts and not least informed that the entire eventual profit in 2026 will be paid out as a dividend, they have cash flow good enough for that. After having worked 30 years in this industry, my opinion is that they should soon have adults at home, good top management but unsure if the rest are good enough for the first team.·1.4.Read this again: Posting this from @carrlo - so everyone sees: KOA has been in a truly extraordinary situation where a hedge fund almost succeeded in taking KOA private. The cost structure was, to put it mildly, out of balance; 26% of salary costs went to administration in an industrial company. It goes without saying that this was not a sustainable situation. It paints a skewed picture to use this period as a reference for “normal” value creation. What is more relevant to look at is what has actually happened since we got the good old management back: KOA has long-term relationships with leading OEMs, and the company itself has stated that they have not lost a single contract through a very demanding period. That in itself is a quality stamp. KOA has delivered the best cash flow in four years, despite lower revenue. In other words, better operational control. In addition, parts of the cash flow are still not visible, due to expenses related to customs duties that will be reimbursed. Operations are positive, and liquidity is under control, which was far from a given a few years ago. KOA has increased its focus on motion control, electrification, and energy-efficient technology. This is technology that is directly exposed to the vehicles of the future. A concrete example is that Volvo now has a demo car with steer-by-wire from Chassis Autonomy. Not everything is “solved” – but there is actually a real turnaround underway. Regarding the alternative of sale/structural changes: yes, it is always a possibility, and the board should, of course, continuously consider this. But a sale at today's level could also mean realizing values before the improvements in operations and technology portfolio actually materialize in the market. Perhaps it's better to let the turnaround have time to impact margins and valuation. KOA today is something completely different from what it was just a few years ago.
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 |
|---|---|---|---|---|
| 1 | - | - | ||
| 3 005 | - | - | ||
| 3 211 | - | - | ||
| 4 686 | - | - | ||
| 2 481 | - | - |
Välittäjätilasto
Dataa ei löytynyt