2025 Q3 -tulosraportti
97 päivää sitten41 min
Tarjoustasot
Oslo Børs
Määrä
Osto
50 000
Myynti
Määrä
14 101
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 3 268 | - | - | ||
| 2 827 | - | - | ||
| 45 | - | - | ||
| 3 465 | - | - | ||
| 3 783 | - | - |
Ylin
2,155VWAP
Alin
2,1VaihtoMäärä
3,8 1 771 590
VWAP
Ylin
2,155Alin
2,1VaihtoMäärä
3,8 1 771 590
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 25.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 5.11.2025 | |
| 2025 Q2 -tulosraportti | 12.8.2025 | |
| 2025 Q1 -tulosraportti | 7.5.2025 | |
| 2024 Q4 -tulosraportti | 25.2.2025 | |
| 2024 Q3 -tulosraportti | 5.11.2024 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·14 t sitten · MuokattuQ4 - positive catalyst for KOA? KOA has spent the last year turning around profitability after prolonged market stress: • Strategic turnaround: Cost reductions and efficiency programs have been implemented over several quarters, with the aim of adjusting the cost base to today's market. • CMD in December: Long-term targets were presented, including an EBIT target of ~6.5% and major improvement programs to support margins going forward. • Positive EBIT and cash flow in Q3: In a weak market, KOA delivered positive EBIT (~4.9 MEUR) and strong cash flow (~6.6 MEUR), while also incurring tariff costs. This is completely in line with what management says: the bottom has been reached and profitability is robust. These are not just numbers in a book, but structural changes taking effect. **If Q4 delivers something close to this: • Revenue in Q4: ~180–190 mill • EBIT margin: approx. 4–4.5% • Positive cash flow and good guidance into 2026 : then we will have confirmation that the CMD plan actually works in practice and not just on presentation paper. It will be a clear shift from “wait and see” to “confirmed improvement”. If the figures show that: • Cost cuts yield results • EBIT is repeatable, not accidental • Measures work even in a weak market • Guidance points towards improvement in 2026 - then the market will change how it prices KOA. This is about quality of earnings, not just volume. ** Today, KOA is priced as if the improvements are not certain. Q4 is the opportunity for the market to re-evaluate the risk:
·1 päivä sittenA share is an ownership stake in a company. It's easy to get impatient when the share price doesn't react more after the capital markets day. And yes, it's boring to wait three months between each report. But the last three presentations show that things are moving in the right direction. When you cut costs and improve operations, it's slow at first. The costs come first. The results come afterwards. When this fully kicks in from Q3, as was stated, we will get a completely different quality in earnings. The most important thing from CMD is that KOA makes money even when the market is down. One of the strongest bull signals is what people with actual insight do with their own money. Chairman Volldal has made several insider purchases, and the last one at approximately today's price. That speaks volumes. Benjamin Graham, the man behind The Intelligent Investor, says that one should invest as an owner, not speculate as a gambler. Price = what you pay. Value = what you get. Graham says that some of the most attractive upside is often found in undervalued or unpopular companies, because one can profit from the market's mispricing. A classic mistake Graham warns against: do not sell ownership stakes in a company that is improving, because the market has not “discovered” it fast enough.
·5.2.The company is now purely short-term in a small downward trend channel. This will however clearly break out at the presentation if the company delivers min 50% of what they have signaled at CMD. Then the 2.30 level will most likely be broken and it opens for an upside towards 3.0 kr. Exciting last weeks leading up to the report now.
·5.2.Volvo Car - K −25,61%·5.2.Volvo Cars is a car manufacturer that takes on the entire risk regarding volume, discounts, inventory, currency, and tariffs. When demand is weak and the cost base is high, it hits margins extremely hard – something we see clearly in their Q4 figures. KOA is in a completely different position. They deliver critical components on multi-year contracts, have already implemented cost cuts, and at CMD, they were clear that the figures presented are the floor, adapted to a bottom market. The CEO also explicitly stated that they expect good profitability almost regardless of market conditions. It is also worth noting that several large suppliers (like Autoliv) just reported their best quarter ever – despite the same macro picture, tariffs, and inflation. This shows that suppliers with the right positioning can perform significantly better than OEMs in this climate. Q4 for KOA is therefore less about "what the OEMs feel," and more about whether KOA delivers on what they themselves have guided after CMD. If they do, the contrast against the OEM reports can actually become a plus – not a minus.
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 Q3 -tulosraportti
97 päivää sitten41 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
- ·14 t sitten · MuokattuQ4 - positive catalyst for KOA? KOA has spent the last year turning around profitability after prolonged market stress: • Strategic turnaround: Cost reductions and efficiency programs have been implemented over several quarters, with the aim of adjusting the cost base to today's market. • CMD in December: Long-term targets were presented, including an EBIT target of ~6.5% and major improvement programs to support margins going forward. • Positive EBIT and cash flow in Q3: In a weak market, KOA delivered positive EBIT (~4.9 MEUR) and strong cash flow (~6.6 MEUR), while also incurring tariff costs. This is completely in line with what management says: the bottom has been reached and profitability is robust. These are not just numbers in a book, but structural changes taking effect. **If Q4 delivers something close to this: • Revenue in Q4: ~180–190 mill • EBIT margin: approx. 4–4.5% • Positive cash flow and good guidance into 2026 : then we will have confirmation that the CMD plan actually works in practice and not just on presentation paper. It will be a clear shift from “wait and see” to “confirmed improvement”. If the figures show that: • Cost cuts yield results • EBIT is repeatable, not accidental • Measures work even in a weak market • Guidance points towards improvement in 2026 - then the market will change how it prices KOA. This is about quality of earnings, not just volume. ** Today, KOA is priced as if the improvements are not certain. Q4 is the opportunity for the market to re-evaluate the risk:
- ·1 päivä sittenA share is an ownership stake in a company. It's easy to get impatient when the share price doesn't react more after the capital markets day. And yes, it's boring to wait three months between each report. But the last three presentations show that things are moving in the right direction. When you cut costs and improve operations, it's slow at first. The costs come first. The results come afterwards. When this fully kicks in from Q3, as was stated, we will get a completely different quality in earnings. The most important thing from CMD is that KOA makes money even when the market is down. One of the strongest bull signals is what people with actual insight do with their own money. Chairman Volldal has made several insider purchases, and the last one at approximately today's price. That speaks volumes. Benjamin Graham, the man behind The Intelligent Investor, says that one should invest as an owner, not speculate as a gambler. Price = what you pay. Value = what you get. Graham says that some of the most attractive upside is often found in undervalued or unpopular companies, because one can profit from the market's mispricing. A classic mistake Graham warns against: do not sell ownership stakes in a company that is improving, because the market has not “discovered” it fast enough.
- ·5.2.The company is now purely short-term in a small downward trend channel. This will however clearly break out at the presentation if the company delivers min 50% of what they have signaled at CMD. Then the 2.30 level will most likely be broken and it opens for an upside towards 3.0 kr. Exciting last weeks leading up to the report now.
- ·5.2.Volvo Car - K −25,61%·5.2.Volvo Cars is a car manufacturer that takes on the entire risk regarding volume, discounts, inventory, currency, and tariffs. When demand is weak and the cost base is high, it hits margins extremely hard – something we see clearly in their Q4 figures. KOA is in a completely different position. They deliver critical components on multi-year contracts, have already implemented cost cuts, and at CMD, they were clear that the figures presented are the floor, adapted to a bottom market. The CEO also explicitly stated that they expect good profitability almost regardless of market conditions. It is also worth noting that several large suppliers (like Autoliv) just reported their best quarter ever – despite the same macro picture, tariffs, and inflation. This shows that suppliers with the right positioning can perform significantly better than OEMs in this climate. Q4 for KOA is therefore less about "what the OEMs feel," and more about whether KOA delivers on what they themselves have guided after CMD. If they do, the contrast against the OEM reports can actually become a plus – not a minus.
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
50 000
Myynti
Määrä
14 101
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 3 268 | - | - | ||
| 2 827 | - | - | ||
| 45 | - | - | ||
| 3 465 | - | - | ||
| 3 783 | - | - |
Ylin
2,155VWAP
Alin
2,1VaihtoMäärä
3,8 1 771 590
VWAP
Ylin
2,155Alin
2,1VaihtoMäärä
3,8 1 771 590
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 25.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 5.11.2025 | |
| 2025 Q2 -tulosraportti | 12.8.2025 | |
| 2025 Q1 -tulosraportti | 7.5.2025 | |
| 2024 Q4 -tulosraportti | 25.2.2025 | |
| 2024 Q3 -tulosraportti | 5.11.2024 |
2025 Q3 -tulosraportti
97 päivää sitten41 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 | |
|---|---|
| 2025 Q4 -tulosraportti | 25.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 5.11.2025 | |
| 2025 Q2 -tulosraportti | 12.8.2025 | |
| 2025 Q1 -tulosraportti | 7.5.2025 | |
| 2024 Q4 -tulosraportti | 25.2.2025 | |
| 2024 Q3 -tulosraportti | 5.11.2024 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·14 t sitten · MuokattuQ4 - positive catalyst for KOA? KOA has spent the last year turning around profitability after prolonged market stress: • Strategic turnaround: Cost reductions and efficiency programs have been implemented over several quarters, with the aim of adjusting the cost base to today's market. • CMD in December: Long-term targets were presented, including an EBIT target of ~6.5% and major improvement programs to support margins going forward. • Positive EBIT and cash flow in Q3: In a weak market, KOA delivered positive EBIT (~4.9 MEUR) and strong cash flow (~6.6 MEUR), while also incurring tariff costs. This is completely in line with what management says: the bottom has been reached and profitability is robust. These are not just numbers in a book, but structural changes taking effect. **If Q4 delivers something close to this: • Revenue in Q4: ~180–190 mill • EBIT margin: approx. 4–4.5% • Positive cash flow and good guidance into 2026 : then we will have confirmation that the CMD plan actually works in practice and not just on presentation paper. It will be a clear shift from “wait and see” to “confirmed improvement”. If the figures show that: • Cost cuts yield results • EBIT is repeatable, not accidental • Measures work even in a weak market • Guidance points towards improvement in 2026 - then the market will change how it prices KOA. This is about quality of earnings, not just volume. ** Today, KOA is priced as if the improvements are not certain. Q4 is the opportunity for the market to re-evaluate the risk:
- ·1 päivä sittenA share is an ownership stake in a company. It's easy to get impatient when the share price doesn't react more after the capital markets day. And yes, it's boring to wait three months between each report. But the last three presentations show that things are moving in the right direction. When you cut costs and improve operations, it's slow at first. The costs come first. The results come afterwards. When this fully kicks in from Q3, as was stated, we will get a completely different quality in earnings. The most important thing from CMD is that KOA makes money even when the market is down. One of the strongest bull signals is what people with actual insight do with their own money. Chairman Volldal has made several insider purchases, and the last one at approximately today's price. That speaks volumes. Benjamin Graham, the man behind The Intelligent Investor, says that one should invest as an owner, not speculate as a gambler. Price = what you pay. Value = what you get. Graham says that some of the most attractive upside is often found in undervalued or unpopular companies, because one can profit from the market's mispricing. A classic mistake Graham warns against: do not sell ownership stakes in a company that is improving, because the market has not “discovered” it fast enough.
- ·5.2.The company is now purely short-term in a small downward trend channel. This will however clearly break out at the presentation if the company delivers min 50% of what they have signaled at CMD. Then the 2.30 level will most likely be broken and it opens for an upside towards 3.0 kr. Exciting last weeks leading up to the report now.
- ·5.2.Volvo Car - K −25,61%·5.2.Volvo Cars is a car manufacturer that takes on the entire risk regarding volume, discounts, inventory, currency, and tariffs. When demand is weak and the cost base is high, it hits margins extremely hard – something we see clearly in their Q4 figures. KOA is in a completely different position. They deliver critical components on multi-year contracts, have already implemented cost cuts, and at CMD, they were clear that the figures presented are the floor, adapted to a bottom market. The CEO also explicitly stated that they expect good profitability almost regardless of market conditions. It is also worth noting that several large suppliers (like Autoliv) just reported their best quarter ever – despite the same macro picture, tariffs, and inflation. This shows that suppliers with the right positioning can perform significantly better than OEMs in this climate. Q4 for KOA is therefore less about "what the OEMs feel," and more about whether KOA delivers on what they themselves have guided after CMD. If they do, the contrast against the OEM reports can actually become a plus – not a minus.
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
50 000
Myynti
Määrä
14 101
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 3 268 | - | - | ||
| 2 827 | - | - | ||
| 45 | - | - | ||
| 3 465 | - | - | ||
| 3 783 | - | - |
Ylin
2,155VWAP
Alin
2,1VaihtoMäärä
3,8 1 771 590
VWAP
Ylin
2,155Alin
2,1VaihtoMäärä
3,8 1 771 590
Välittäjätilasto
Dataa ei löytynyt