2026 Q2 - tulosraportti
89 päivää sitten
‧27 min
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 2 757 | - | - | ||
| 5 086 | - | - | ||
| 8 | - | - | ||
| 4 041 | - | - | ||
| 4 369 | - | - |
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
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 22.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 16.7. | ||
2026 Q1 - tulosraportti 30.4. | ||
2025 Q4 - tulosraportti 25.2. | ||
2025 Q3 - tulosraportti 5.11.2025 | ||
2025 Q2 - tulosraportti 12.8.2025 |
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
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·5 t sitten · MuokattuSitting here in Malaga reading the press release about the restructuring of the production line at the factory in France. Is this a profit warning for Q4 (7 million Euros) in unforeseen expenses. Reminds me a bit of these warranty provisions 🤯. Anyway, based on the company's own figures and cost reductions, we must count on a net profit of between 8 and 10 million Euros in Q3, which will provide the company with much-needed injected equity for new investments or dividends/share buybacks for 2026.
It is important to distinguish between a planned restructuring and an unforeseen cost. KOA already stated in the Q2 report that the consultation process for the business in France started in June 2026. The announcement on October 6 concerns the authorities' approval following this process and specifies the costs and expected savings. Thus, the measure did not come suddenly in October. The one-off cost is estimated at 7.5 million euros, of which 0.5 million has been recognized up to and including Q3 and the remaining 7 million is expected to be expensed in Q4. Against this, KOA expects savings of 4 million euros in 2027 and around 5 million annually thereafter, with a payback period of under two years. The cost will impact the Q4 results, but it must be viewed together with the permanent cost reduction. Guarantee provisions and a restructuring with calculated savings have different financial backgrounds. Furthermore, KOA had 90.4 million euros in cash and cash equivalents at the end of Q2, and a total liquidity reserve of 105.3 million euros. This does not mean that everything is freely available for distribution, but neither is the company dependent on a specific Q3 result to have cash for investments. The Cluses announcement describes an anticipated improvement measure with a specific one-off cost and expected return. This must also be seen in light of KOA's previous strategy for Driveline, which was defined as non-core business, while existing customers were still to be served. KOA now states that Cluses has had significant negative results over several years. The restructuring is therefore a measure to adjust the cost level and staffing to expected activity and improve profitability. It is a known challenge that the company is addressing, even though the specific cost estimate was only published now.
·1 päivä sittenIt is Sunday also in Rome, not entirely quiet here as we sit and enjoy a Club Sandwich, wine, and a beer as preparation for a better meal closer to evening. Suddenly something that catches my interest pops up on the phone, KOA related of course. Surely old news I think, but why not share anyway. Q3 is approaching and this is exciting 🥂 Extra exciting precisely this wording here, on the page where the link takes you: The result is scalable, safety‑critical steering solution tailored to customer requirements, ready for series production, and suitable for all SAE levels of autonomous driving. https://www.kongsbergautomotive.com/products-services/commercial-vehicles/steer-by-wire/road-wheel-actuator-5000/ Thinking it might get crowded in the doorway before long, and many who regret they let adrenaline drive the decision Still a good weekend 🤝
STOCKHOLM (Nyhetsbyrån Direkt) Truck group Traton, which includes Scania, increased its sales by 10 percent to 78,900 vehicles in the third quarter (71,400).- ·3 päivää sittenAnd suddenly it shows that there are now 19.987 shareholders in KOA 👍 Those who have frustratedly sold out the last three days this week are not included in that number. Monday was the last day over 20.... and closed with 20.002 shareholders. Have a good weekend to all fellow shareholders 🍻 🤝
·8.10. · MuokattuDoes KOA deserve to be removed from OSEBX? I think yes. The company is traded today at an EV/EBITDA of 3.2x. An EV/EBITDA of 3.2x is generally considered a company in a deep financial crisis/huge pressure on subcontractors on price/high debt ratio. This is definitely not KOA today, a leverage of 1.6x, 90M in pure cash buffer and bankruptcy risk is completely gone. Last three quarters: Q425: R 167.5M, EBIT 9.4M (5.6%), NCF +11.5M Q126: R 179.6M, EBIT 5.5M (3.1%), NCF -4.7M Q226: R 194M, EBIT 12M (6.2%), NCF +4.3M EBIT stays positive of a certain size and shot up in Q2, proving that cost cuts have a permanent effect. The China consolidation was completed and paid for in May. October marked the elimination of the last major operational risk in Europe. NIBD/EBITDA has fallen markedly down to a safe 1.6x. I think Fredly along with many other smaller shareholders is starting to get impatient. Not because of the fundamentals, but that KOA is still priced at crisis multiples and priced as if the company collapses tomorrow. That the largest owner with management is close to bringing about a sale of the entire company could be possible. Mature frustration has been created over silence among insiders and zero information/insider purchases after Q1. The inside information about Cluses I think is the reason. Last insider purchase was 4/05. In June, negotiations started in Cluses and likely already then the management held concrete figures on sums that are definitely considered price-sensitive information. On 24/09 the silence period arrived and management was so-called double-barred from information and purchases. This is just a theory and not any absolute truth. Restructuring is often the final phase within a company if an acquisition is realistic. Cluses I believe was the last piece. Fredly has today been a shareholder for over 2 years and with his network characterized by Private Equity funds an acquisition could become reality. He has brought in capable people and turned margins upside down, but the share price is toyed with on low volume. What we are experiencing in KOA right now is in my opinion a textbook example of an inefficient market. Retail investors and robots panic sell the share down towards the 1.90s because they stare blindly at the short-term restructuring costs in Q4, while professional buyout funds rub their hands over a rolling EV/EBITDA of 3.2x. PE funds live off buying up fully scrubbed companies at the bottom of the cycle before volumes truly flow in. The Cluses approval was the definitive starting gun. My claim is that those who know how cheap this company actually is have had a legal trade ban since June. When the muzzle is taken off after the Q3 report, I believe days below 2 kroner are officially history. *Owns shares in the company myself and these are solely personal thoughts and own analysis* Open to other thoughts:
Good input. Personally, I think there is at least one nice thing about the share price of KA remaining low, the wealth tax. But maybe the biggest fish don't think about things like that?- ·8.10.Can one hope for yet another panic sell and triggering of stoploss here then. Looks like it will crawl downwards and increase the pressure until the cork pops. Did not get in with all I wanted, so hope the panic takes many here soon. Think risk/reward is starting to look very nice
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.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
89 päivää sitten
‧27 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.
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·5 t sitten · MuokattuSitting here in Malaga reading the press release about the restructuring of the production line at the factory in France. Is this a profit warning for Q4 (7 million Euros) in unforeseen expenses. Reminds me a bit of these warranty provisions 🤯. Anyway, based on the company's own figures and cost reductions, we must count on a net profit of between 8 and 10 million Euros in Q3, which will provide the company with much-needed injected equity for new investments or dividends/share buybacks for 2026.It is important to distinguish between a planned restructuring and an unforeseen cost. KOA already stated in the Q2 report that the consultation process for the business in France started in June 2026. The announcement on October 6 concerns the authorities' approval following this process and specifies the costs and expected savings. Thus, the measure did not come suddenly in October. The one-off cost is estimated at 7.5 million euros, of which 0.5 million has been recognized up to and including Q3 and the remaining 7 million is expected to be expensed in Q4. Against this, KOA expects savings of 4 million euros in 2027 and around 5 million annually thereafter, with a payback period of under two years. The cost will impact the Q4 results, but it must be viewed together with the permanent cost reduction. Guarantee provisions and a restructuring with calculated savings have different financial backgrounds. Furthermore, KOA had 90.4 million euros in cash and cash equivalents at the end of Q2, and a total liquidity reserve of 105.3 million euros. This does not mean that everything is freely available for distribution, but neither is the company dependent on a specific Q3 result to have cash for investments. The Cluses announcement describes an anticipated improvement measure with a specific one-off cost and expected return. This must also be seen in light of KOA's previous strategy for Driveline, which was defined as non-core business, while existing customers were still to be served. KOA now states that Cluses has had significant negative results over several years. The restructuring is therefore a measure to adjust the cost level and staffing to expected activity and improve profitability. It is a known challenge that the company is addressing, even though the specific cost estimate was only published now.
- ·1 päivä sittenIt is Sunday also in Rome, not entirely quiet here as we sit and enjoy a Club Sandwich, wine, and a beer as preparation for a better meal closer to evening. Suddenly something that catches my interest pops up on the phone, KOA related of course. Surely old news I think, but why not share anyway. Q3 is approaching and this is exciting 🥂 Extra exciting precisely this wording here, on the page where the link takes you: The result is scalable, safety‑critical steering solution tailored to customer requirements, ready for series production, and suitable for all SAE levels of autonomous driving. https://www.kongsbergautomotive.com/products-services/commercial-vehicles/steer-by-wire/road-wheel-actuator-5000/ Thinking it might get crowded in the doorway before long, and many who regret they let adrenaline drive the decision Still a good weekend 🤝STOCKHOLM (Nyhetsbyrån Direkt) Truck group Traton, which includes Scania, increased its sales by 10 percent to 78,900 vehicles in the third quarter (71,400).
- ·3 päivää sittenAnd suddenly it shows that there are now 19.987 shareholders in KOA 👍 Those who have frustratedly sold out the last three days this week are not included in that number. Monday was the last day over 20.... and closed with 20.002 shareholders. Have a good weekend to all fellow shareholders 🍻 🤝
- ·8.10. · MuokattuDoes KOA deserve to be removed from OSEBX? I think yes. The company is traded today at an EV/EBITDA of 3.2x. An EV/EBITDA of 3.2x is generally considered a company in a deep financial crisis/huge pressure on subcontractors on price/high debt ratio. This is definitely not KOA today, a leverage of 1.6x, 90M in pure cash buffer and bankruptcy risk is completely gone. Last three quarters: Q425: R 167.5M, EBIT 9.4M (5.6%), NCF +11.5M Q126: R 179.6M, EBIT 5.5M (3.1%), NCF -4.7M Q226: R 194M, EBIT 12M (6.2%), NCF +4.3M EBIT stays positive of a certain size and shot up in Q2, proving that cost cuts have a permanent effect. The China consolidation was completed and paid for in May. October marked the elimination of the last major operational risk in Europe. NIBD/EBITDA has fallen markedly down to a safe 1.6x. I think Fredly along with many other smaller shareholders is starting to get impatient. Not because of the fundamentals, but that KOA is still priced at crisis multiples and priced as if the company collapses tomorrow. That the largest owner with management is close to bringing about a sale of the entire company could be possible. Mature frustration has been created over silence among insiders and zero information/insider purchases after Q1. The inside information about Cluses I think is the reason. Last insider purchase was 4/05. In June, negotiations started in Cluses and likely already then the management held concrete figures on sums that are definitely considered price-sensitive information. On 24/09 the silence period arrived and management was so-called double-barred from information and purchases. This is just a theory and not any absolute truth. Restructuring is often the final phase within a company if an acquisition is realistic. Cluses I believe was the last piece. Fredly has today been a shareholder for over 2 years and with his network characterized by Private Equity funds an acquisition could become reality. He has brought in capable people and turned margins upside down, but the share price is toyed with on low volume. What we are experiencing in KOA right now is in my opinion a textbook example of an inefficient market. Retail investors and robots panic sell the share down towards the 1.90s because they stare blindly at the short-term restructuring costs in Q4, while professional buyout funds rub their hands over a rolling EV/EBITDA of 3.2x. PE funds live off buying up fully scrubbed companies at the bottom of the cycle before volumes truly flow in. The Cluses approval was the definitive starting gun. My claim is that those who know how cheap this company actually is have had a legal trade ban since June. When the muzzle is taken off after the Q3 report, I believe days below 2 kroner are officially history. *Owns shares in the company myself and these are solely personal thoughts and own analysis* Open to other thoughts:Good input. Personally, I think there is at least one nice thing about the share price of KA remaining low, the wealth tax. But maybe the biggest fish don't think about things like that?
- ·8.10.Can one hope for yet another panic sell and triggering of stoploss here then. Looks like it will crawl downwards and increase the pressure until the cork pops. Did not get in with all I wanted, so hope the panic takes many here soon. Think risk/reward is starting to look very nice
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 |
|---|---|---|---|---|
| 2 757 | - | - | ||
| 5 086 | - | - | ||
| 8 | - | - | ||
| 4 041 | - | - | ||
| 4 369 | - | - |
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
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 22.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 16.7. | ||
2026 Q1 - tulosraportti 30.4. | ||
2025 Q4 - tulosraportti 25.2. | ||
2025 Q3 - tulosraportti 5.11.2025 | ||
2025 Q2 - tulosraportti 12.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
89 päivää sitten
‧27 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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 22.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 16.7. | ||
2026 Q1 - tulosraportti 30.4. | ||
2025 Q4 - tulosraportti 25.2. | ||
2025 Q3 - tulosraportti 5.11.2025 | ||
2025 Q2 - tulosraportti 12.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·5 t sitten · MuokattuSitting here in Malaga reading the press release about the restructuring of the production line at the factory in France. Is this a profit warning for Q4 (7 million Euros) in unforeseen expenses. Reminds me a bit of these warranty provisions 🤯. Anyway, based on the company's own figures and cost reductions, we must count on a net profit of between 8 and 10 million Euros in Q3, which will provide the company with much-needed injected equity for new investments or dividends/share buybacks for 2026.It is important to distinguish between a planned restructuring and an unforeseen cost. KOA already stated in the Q2 report that the consultation process for the business in France started in June 2026. The announcement on October 6 concerns the authorities' approval following this process and specifies the costs and expected savings. Thus, the measure did not come suddenly in October. The one-off cost is estimated at 7.5 million euros, of which 0.5 million has been recognized up to and including Q3 and the remaining 7 million is expected to be expensed in Q4. Against this, KOA expects savings of 4 million euros in 2027 and around 5 million annually thereafter, with a payback period of under two years. The cost will impact the Q4 results, but it must be viewed together with the permanent cost reduction. Guarantee provisions and a restructuring with calculated savings have different financial backgrounds. Furthermore, KOA had 90.4 million euros in cash and cash equivalents at the end of Q2, and a total liquidity reserve of 105.3 million euros. This does not mean that everything is freely available for distribution, but neither is the company dependent on a specific Q3 result to have cash for investments. The Cluses announcement describes an anticipated improvement measure with a specific one-off cost and expected return. This must also be seen in light of KOA's previous strategy for Driveline, which was defined as non-core business, while existing customers were still to be served. KOA now states that Cluses has had significant negative results over several years. The restructuring is therefore a measure to adjust the cost level and staffing to expected activity and improve profitability. It is a known challenge that the company is addressing, even though the specific cost estimate was only published now.
- ·1 päivä sittenIt is Sunday also in Rome, not entirely quiet here as we sit and enjoy a Club Sandwich, wine, and a beer as preparation for a better meal closer to evening. Suddenly something that catches my interest pops up on the phone, KOA related of course. Surely old news I think, but why not share anyway. Q3 is approaching and this is exciting 🥂 Extra exciting precisely this wording here, on the page where the link takes you: The result is scalable, safety‑critical steering solution tailored to customer requirements, ready for series production, and suitable for all SAE levels of autonomous driving. https://www.kongsbergautomotive.com/products-services/commercial-vehicles/steer-by-wire/road-wheel-actuator-5000/ Thinking it might get crowded in the doorway before long, and many who regret they let adrenaline drive the decision Still a good weekend 🤝STOCKHOLM (Nyhetsbyrån Direkt) Truck group Traton, which includes Scania, increased its sales by 10 percent to 78,900 vehicles in the third quarter (71,400).
- ·3 päivää sittenAnd suddenly it shows that there are now 19.987 shareholders in KOA 👍 Those who have frustratedly sold out the last three days this week are not included in that number. Monday was the last day over 20.... and closed with 20.002 shareholders. Have a good weekend to all fellow shareholders 🍻 🤝
- ·8.10. · MuokattuDoes KOA deserve to be removed from OSEBX? I think yes. The company is traded today at an EV/EBITDA of 3.2x. An EV/EBITDA of 3.2x is generally considered a company in a deep financial crisis/huge pressure on subcontractors on price/high debt ratio. This is definitely not KOA today, a leverage of 1.6x, 90M in pure cash buffer and bankruptcy risk is completely gone. Last three quarters: Q425: R 167.5M, EBIT 9.4M (5.6%), NCF +11.5M Q126: R 179.6M, EBIT 5.5M (3.1%), NCF -4.7M Q226: R 194M, EBIT 12M (6.2%), NCF +4.3M EBIT stays positive of a certain size and shot up in Q2, proving that cost cuts have a permanent effect. The China consolidation was completed and paid for in May. October marked the elimination of the last major operational risk in Europe. NIBD/EBITDA has fallen markedly down to a safe 1.6x. I think Fredly along with many other smaller shareholders is starting to get impatient. Not because of the fundamentals, but that KOA is still priced at crisis multiples and priced as if the company collapses tomorrow. That the largest owner with management is close to bringing about a sale of the entire company could be possible. Mature frustration has been created over silence among insiders and zero information/insider purchases after Q1. The inside information about Cluses I think is the reason. Last insider purchase was 4/05. In June, negotiations started in Cluses and likely already then the management held concrete figures on sums that are definitely considered price-sensitive information. On 24/09 the silence period arrived and management was so-called double-barred from information and purchases. This is just a theory and not any absolute truth. Restructuring is often the final phase within a company if an acquisition is realistic. Cluses I believe was the last piece. Fredly has today been a shareholder for over 2 years and with his network characterized by Private Equity funds an acquisition could become reality. He has brought in capable people and turned margins upside down, but the share price is toyed with on low volume. What we are experiencing in KOA right now is in my opinion a textbook example of an inefficient market. Retail investors and robots panic sell the share down towards the 1.90s because they stare blindly at the short-term restructuring costs in Q4, while professional buyout funds rub their hands over a rolling EV/EBITDA of 3.2x. PE funds live off buying up fully scrubbed companies at the bottom of the cycle before volumes truly flow in. The Cluses approval was the definitive starting gun. My claim is that those who know how cheap this company actually is have had a legal trade ban since June. When the muzzle is taken off after the Q3 report, I believe days below 2 kroner are officially history. *Owns shares in the company myself and these are solely personal thoughts and own analysis* Open to other thoughts:Good input. Personally, I think there is at least one nice thing about the share price of KA remaining low, the wealth tax. But maybe the biggest fish don't think about things like that?
- ·8.10.Can one hope for yet another panic sell and triggering of stoploss here then. Looks like it will crawl downwards and increase the pressure until the cork pops. Did not get in with all I wanted, so hope the panic takes many here soon. Think risk/reward is starting to look very nice
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 |
|---|---|---|---|---|
| 2 757 | - | - | ||
| 5 086 | - | - | ||
| 8 | - | - | ||
| 4 041 | - | - | ||
| 4 369 | - | - |
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
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt