2026 Q2 -tulosraportti
34 päivää sitten
‧27 min
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: 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 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·4 t sitten · MuokattuKOA changed practice regarding new contracts and info at the end of 2025. Before, they reported almost all slightly larger contracts. Whereas now, nothing comes between the Q reports, unless it is something strongly price-driving and must be stock exchange reported: Ongoing contracts are summarized quarterly: Regular awards and minor extensions are collected and reported collectively in the quarterly reports (as "New Business Win"). Separate reporting obligation (Strategic contracts): A contract only triggers a separate stock exchange announcement if it is classified as «strategic» according to specific criteria (e.g., annual revenue of 5% of the total group's turnover, accumulated lifetime value of 15 %, or that the board considers it significantly market-changing/insider information under the MAR regulation). Companies often choose this strategy to appear more «mature» and avoid the stock becoming a so-called «noise stock» that jumps 3–4 % every time a standard contract worth a few million euros is renewed. This perhaps provides a certain calm, but I believe these constant trickles of good news about agreements and contracts helped keep interest a bit more alive. At least among ' small shareholders '. I was initially in agreement that this could be good for 'stabilizing' the share price, against reacting to every reported contract, -but I'm perhaps a bit more uncertain now.... Any thoughts?
Completely agree! If KOA is to be listed, more should be reported. As it is now, "KOA on the stock exchange" is not the least bit shareholder-friendly. Get new blood on the board who think a bit more 2026. Completely agree that news should be "moderate" and the company somewhat "staid", but the way it's done now has the opposite effect. The stock is indeed volatile. What do you need communications people for? Capital Markets Day - staid stuff for a few existing major shareholders! #Firebrand. Change chairman of the board - he is too old-fashioned.
·7 t sittenIt's incredible how easy it is to push down KOA's share price even with low volume, making one more uncertain if it will manage to reach the old price that was between 2021-2023.
From KOA` shareholder policy: Meetings and communication with investors and analysts are conducted via annual reports......and quarterly reports.......A more detailed account of how the company/IR has handled this after Q1 and Q 2 would at least have been interesting to know....... Daily communication with the financial market is handled by KA’s Head of Investor Relations and/or CFO and CEO. The dialogue with the market takes place primarily through annual reports, quarterly reports, meetings with investors and analysts, participation in important financial industry conferences, and capital markets events organized by KA, and through the company's website.- ·1 päivä sitten · MuokattuGeely with Zeekr is now launching models with Steer-by-Wire, also for sale in Norway. I had some hope that Geely, with its Volvo Cars, Polestar, and then Zeekr, could become a relevant partner for Chassis Autonomy here. The link was Sweden and that KOA used Polestar as a test platform for its version of Steer-by-Wire. Then the possible collaboration is probably over....? I presented this to AI. Here's the answer: It is fully understandable that it feels like a shot across the bow if one has closely followed the Swedish connection, but the race is by no means over. It is important to distinguish between what car manufacturers do for first-generation "halo models" and how they choose their suppliers for mass-market level in the long term: 1. Test platform means the door is still open When Chassis Autonomy used, for example, Polestar as a test rig, it was a conscious choice because it was one of the most advanced EV architectures available locally in Sweden. That Zeekr/Geely is rolling out Steer-by-Wire on certain specific models today with Chinese or established German sub-suppliers (like Hella/Forvia/ZF) does not mean that they have locked all their future car platforms to the same supplier. In the automotive industry, it works like this: • Multi-sourcing: Large groups like Geely (with Volvo, Polestar, Zeekr, and Lotus) never use just one supplier across all brands and platforms. They often double up to push prices and secure deliveries. • Next generation (Next platform wave): The models Zeekr is launching today have had locked-in supply chains for 2–3 years already. Chassis Autonomy / Kongsberg Automotive are competing for contracts for car platforms that will hit the road in 2027–2030. 2. China vs. The West (Geopolitics and security) Kongsberg Automotive's biggest advantage for its SbW system may not lie in China, but with Western car manufacturers (OEMs) seeking independence: • Supply chain tensions: European and North American car manufacturers are extremely concerned with having Western, high-quality Tier-1 suppliers for safety-critical infrastructure like steering and braking. • ASIL-D from the ground up: Many Chinese SbW components are quick to market, but KA's / Chassis Autonomy's "ground-up" clean-cut ASIL-D architecture is tailored for the extremely strict Western safety standards (ISO 26262). 3. Who else is in play? The fact that the Geely group is an early adopter of SbW is actually good news for the case itself, because it forces their competitors to react. When Zeekr and Tesla (Cybertruck) prove that Steer-by-Wire works on the road, acute panic arises among other car manufacturers: • Stellantis, Mercedes, BMW, the Volkswagen Group, Ford, and GM must all have Steer-by-Wire on their next EV platforms to keep up with the pace. • Many of these have not yet chosen who will supply nearly 100 % redundant actuators for their volume models. In summary This was a "first battle", not the battle for the entire war: 1. That Zeekr is using other suppliers for its first cars today was expected – KA's commercialization with Chassis Autonomy aims for the next large volume platforms. 2. Geely's launch in Norway forces all other car brands to roll out SbW to remain competitive. 3. KA/Chassis Autonomy has its foremost window towards European and American car groups looking for a clean, independent, and European-produced ASIL-D actuator. So even if Geely grabbed the first headlines on its own, the market for Steer-by-Wire has barely opened!
·1 päivä sittenBoring stock
Stocks and stock price are boring - that's normal (some call it a sign of quality). Playing poker is possibly less boring, or caring about the company one is a co-owner in - that's interesting. The trick is to occupy what you have between your ears (your biggest enemy) - called diversion. PS The question is whether KOA needs co-owners who find the stock boring?- ·1 päivä sitten · MuokattuEven though many shareholders are positive about the company, it doesn't move the price up as long as they/we hold and have finished buying. The dubious froth on top, -the small turnover of 1-2 million shares that is influenced by traders, algorithms and various factors, doesn't bring out the value here. A catalyst, something triggering, is needed to raise interest and test the value in KOA. I put this to AI to reason a bit further about this, and got this: You put your finger on the most frustrating dynamic for long-term value investors in companies like KOA: the ownership structure and the liquidity trap. When shareholders who believe in the case have finished buying and are holding their shares ("strong hands"), a vacuum arises in the order book. Why small volumes control the price • Micro-support and ripple: When the turnover in the share falls to a couple of million shares a day, hardly any capital is required to move the price a couple of øre up or down. • Algorithms and day traders: In such a vacuum, it is short-term noise, algorithm-driven trading and day traders that set the daily quote. They don't care about KAs turnaround, production efficiency improvement or Steer-by-Wire – they trade on technical micro-patterns and øre-fluctuations. • Lack of institutional liquidity: Large funds simply cannot enter KOA at today's trading volume without pushing their own entry price too much – or risking getting stuck if they want to exit again. Why earnings improvements haven't been enough alone The turnaround shows real progress – in Q2 2026 the company delivered a turnaround where the EBIT result turned to a profit of 12 million euro (up from a loss of -2.9 million euro last year), with good cash flow. But even though the operating figures point in the right direction, the market still treats KOA as a "boring, low-margin automotive supplier" until something forces the players to wake up. The Catalyst: What it takes to break the vacuum For the value in KOA to be properly tested, an event is needed that creates a volume shock and forces institutional capital into the stock. Typical examples of such catalysts include: 1. The confirmed OEM contract (e.g., for Steer-by-Wire): This is the obvious "trigger". News with a named car manufacturer and billions in contract value immediately breaks the drought in turnover. 2. Strategic acquisitions/structural moves (M&A): That a larger industrial player or a private equity fund either bids for the company or takes a significant strategic ownership stake. 3. Aggressive buybacks / Share cancellation: If the company's strong cash flow is used to buy out and cancel the shares circulating in the day trader loop, the supply side becomes permanently tighter. Conclusion: You are absolutely right that "quiet sitting shareholders" alone do not drive a share price up. The price only moves when the news flow attracts new buyers with deep pockets who have to bid over each other in the order book to get in. Until that catalyst occurs, the price unfortunately remains stuck in the ripple sea.
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 Q2 -tulosraportti
34 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
Kirjaudu
- ·4 t sitten · MuokattuKOA changed practice regarding new contracts and info at the end of 2025. Before, they reported almost all slightly larger contracts. Whereas now, nothing comes between the Q reports, unless it is something strongly price-driving and must be stock exchange reported: Ongoing contracts are summarized quarterly: Regular awards and minor extensions are collected and reported collectively in the quarterly reports (as "New Business Win"). Separate reporting obligation (Strategic contracts): A contract only triggers a separate stock exchange announcement if it is classified as «strategic» according to specific criteria (e.g., annual revenue of 5% of the total group's turnover, accumulated lifetime value of 15 %, or that the board considers it significantly market-changing/insider information under the MAR regulation). Companies often choose this strategy to appear more «mature» and avoid the stock becoming a so-called «noise stock» that jumps 3–4 % every time a standard contract worth a few million euros is renewed. This perhaps provides a certain calm, but I believe these constant trickles of good news about agreements and contracts helped keep interest a bit more alive. At least among ' small shareholders '. I was initially in agreement that this could be good for 'stabilizing' the share price, against reacting to every reported contract, -but I'm perhaps a bit more uncertain now.... Any thoughts?Completely agree! If KOA is to be listed, more should be reported. As it is now, "KOA on the stock exchange" is not the least bit shareholder-friendly. Get new blood on the board who think a bit more 2026. Completely agree that news should be "moderate" and the company somewhat "staid", but the way it's done now has the opposite effect. The stock is indeed volatile. What do you need communications people for? Capital Markets Day - staid stuff for a few existing major shareholders! #Firebrand. Change chairman of the board - he is too old-fashioned.
- ·7 t sittenIt's incredible how easy it is to push down KOA's share price even with low volume, making one more uncertain if it will manage to reach the old price that was between 2021-2023.From KOA` shareholder policy: Meetings and communication with investors and analysts are conducted via annual reports......and quarterly reports.......A more detailed account of how the company/IR has handled this after Q1 and Q 2 would at least have been interesting to know....... Daily communication with the financial market is handled by KA’s Head of Investor Relations and/or CFO and CEO. The dialogue with the market takes place primarily through annual reports, quarterly reports, meetings with investors and analysts, participation in important financial industry conferences, and capital markets events organized by KA, and through the company's website.
- ·1 päivä sitten · MuokattuGeely with Zeekr is now launching models with Steer-by-Wire, also for sale in Norway. I had some hope that Geely, with its Volvo Cars, Polestar, and then Zeekr, could become a relevant partner for Chassis Autonomy here. The link was Sweden and that KOA used Polestar as a test platform for its version of Steer-by-Wire. Then the possible collaboration is probably over....? I presented this to AI. Here's the answer: It is fully understandable that it feels like a shot across the bow if one has closely followed the Swedish connection, but the race is by no means over. It is important to distinguish between what car manufacturers do for first-generation "halo models" and how they choose their suppliers for mass-market level in the long term: 1. Test platform means the door is still open When Chassis Autonomy used, for example, Polestar as a test rig, it was a conscious choice because it was one of the most advanced EV architectures available locally in Sweden. That Zeekr/Geely is rolling out Steer-by-Wire on certain specific models today with Chinese or established German sub-suppliers (like Hella/Forvia/ZF) does not mean that they have locked all their future car platforms to the same supplier. In the automotive industry, it works like this: • Multi-sourcing: Large groups like Geely (with Volvo, Polestar, Zeekr, and Lotus) never use just one supplier across all brands and platforms. They often double up to push prices and secure deliveries. • Next generation (Next platform wave): The models Zeekr is launching today have had locked-in supply chains for 2–3 years already. Chassis Autonomy / Kongsberg Automotive are competing for contracts for car platforms that will hit the road in 2027–2030. 2. China vs. The West (Geopolitics and security) Kongsberg Automotive's biggest advantage for its SbW system may not lie in China, but with Western car manufacturers (OEMs) seeking independence: • Supply chain tensions: European and North American car manufacturers are extremely concerned with having Western, high-quality Tier-1 suppliers for safety-critical infrastructure like steering and braking. • ASIL-D from the ground up: Many Chinese SbW components are quick to market, but KA's / Chassis Autonomy's "ground-up" clean-cut ASIL-D architecture is tailored for the extremely strict Western safety standards (ISO 26262). 3. Who else is in play? The fact that the Geely group is an early adopter of SbW is actually good news for the case itself, because it forces their competitors to react. When Zeekr and Tesla (Cybertruck) prove that Steer-by-Wire works on the road, acute panic arises among other car manufacturers: • Stellantis, Mercedes, BMW, the Volkswagen Group, Ford, and GM must all have Steer-by-Wire on their next EV platforms to keep up with the pace. • Many of these have not yet chosen who will supply nearly 100 % redundant actuators for their volume models. In summary This was a "first battle", not the battle for the entire war: 1. That Zeekr is using other suppliers for its first cars today was expected – KA's commercialization with Chassis Autonomy aims for the next large volume platforms. 2. Geely's launch in Norway forces all other car brands to roll out SbW to remain competitive. 3. KA/Chassis Autonomy has its foremost window towards European and American car groups looking for a clean, independent, and European-produced ASIL-D actuator. So even if Geely grabbed the first headlines on its own, the market for Steer-by-Wire has barely opened!
- ·1 päivä sittenBoring stockStocks and stock price are boring - that's normal (some call it a sign of quality). Playing poker is possibly less boring, or caring about the company one is a co-owner in - that's interesting. The trick is to occupy what you have between your ears (your biggest enemy) - called diversion. PS The question is whether KOA needs co-owners who find the stock boring?
- ·1 päivä sitten · MuokattuEven though many shareholders are positive about the company, it doesn't move the price up as long as they/we hold and have finished buying. The dubious froth on top, -the small turnover of 1-2 million shares that is influenced by traders, algorithms and various factors, doesn't bring out the value here. A catalyst, something triggering, is needed to raise interest and test the value in KOA. I put this to AI to reason a bit further about this, and got this: You put your finger on the most frustrating dynamic for long-term value investors in companies like KOA: the ownership structure and the liquidity trap. When shareholders who believe in the case have finished buying and are holding their shares ("strong hands"), a vacuum arises in the order book. Why small volumes control the price • Micro-support and ripple: When the turnover in the share falls to a couple of million shares a day, hardly any capital is required to move the price a couple of øre up or down. • Algorithms and day traders: In such a vacuum, it is short-term noise, algorithm-driven trading and day traders that set the daily quote. They don't care about KAs turnaround, production efficiency improvement or Steer-by-Wire – they trade on technical micro-patterns and øre-fluctuations. • Lack of institutional liquidity: Large funds simply cannot enter KOA at today's trading volume without pushing their own entry price too much – or risking getting stuck if they want to exit again. Why earnings improvements haven't been enough alone The turnaround shows real progress – in Q2 2026 the company delivered a turnaround where the EBIT result turned to a profit of 12 million euro (up from a loss of -2.9 million euro last year), with good cash flow. But even though the operating figures point in the right direction, the market still treats KOA as a "boring, low-margin automotive supplier" until something forces the players to wake up. The Catalyst: What it takes to break the vacuum For the value in KOA to be properly tested, an event is needed that creates a volume shock and forces institutional capital into the stock. Typical examples of such catalysts include: 1. The confirmed OEM contract (e.g., for Steer-by-Wire): This is the obvious "trigger". News with a named car manufacturer and billions in contract value immediately breaks the drought in turnover. 2. Strategic acquisitions/structural moves (M&A): That a larger industrial player or a private equity fund either bids for the company or takes a significant strategic ownership stake. 3. Aggressive buybacks / Share cancellation: If the company's strong cash flow is used to buy out and cancel the shares circulating in the day trader loop, the supply side becomes permanently tighter. Conclusion: You are absolutely right that "quiet sitting shareholders" alone do not drive a share price up. The price only moves when the news flow attracts new buyers with deep pockets who have to bid over each other in the order book to get in. Until that catalyst occurs, the price unfortunately remains stuck in the ripple sea.
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: 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 |
2026 Q2 -tulosraportti
34 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 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·4 t sitten · MuokattuKOA changed practice regarding new contracts and info at the end of 2025. Before, they reported almost all slightly larger contracts. Whereas now, nothing comes between the Q reports, unless it is something strongly price-driving and must be stock exchange reported: Ongoing contracts are summarized quarterly: Regular awards and minor extensions are collected and reported collectively in the quarterly reports (as "New Business Win"). Separate reporting obligation (Strategic contracts): A contract only triggers a separate stock exchange announcement if it is classified as «strategic» according to specific criteria (e.g., annual revenue of 5% of the total group's turnover, accumulated lifetime value of 15 %, or that the board considers it significantly market-changing/insider information under the MAR regulation). Companies often choose this strategy to appear more «mature» and avoid the stock becoming a so-called «noise stock» that jumps 3–4 % every time a standard contract worth a few million euros is renewed. This perhaps provides a certain calm, but I believe these constant trickles of good news about agreements and contracts helped keep interest a bit more alive. At least among ' small shareholders '. I was initially in agreement that this could be good for 'stabilizing' the share price, against reacting to every reported contract, -but I'm perhaps a bit more uncertain now.... Any thoughts?Completely agree! If KOA is to be listed, more should be reported. As it is now, "KOA on the stock exchange" is not the least bit shareholder-friendly. Get new blood on the board who think a bit more 2026. Completely agree that news should be "moderate" and the company somewhat "staid", but the way it's done now has the opposite effect. The stock is indeed volatile. What do you need communications people for? Capital Markets Day - staid stuff for a few existing major shareholders! #Firebrand. Change chairman of the board - he is too old-fashioned.
- ·7 t sittenIt's incredible how easy it is to push down KOA's share price even with low volume, making one more uncertain if it will manage to reach the old price that was between 2021-2023.From KOA` shareholder policy: Meetings and communication with investors and analysts are conducted via annual reports......and quarterly reports.......A more detailed account of how the company/IR has handled this after Q1 and Q 2 would at least have been interesting to know....... Daily communication with the financial market is handled by KA’s Head of Investor Relations and/or CFO and CEO. The dialogue with the market takes place primarily through annual reports, quarterly reports, meetings with investors and analysts, participation in important financial industry conferences, and capital markets events organized by KA, and through the company's website.
- ·1 päivä sitten · MuokattuGeely with Zeekr is now launching models with Steer-by-Wire, also for sale in Norway. I had some hope that Geely, with its Volvo Cars, Polestar, and then Zeekr, could become a relevant partner for Chassis Autonomy here. The link was Sweden and that KOA used Polestar as a test platform for its version of Steer-by-Wire. Then the possible collaboration is probably over....? I presented this to AI. Here's the answer: It is fully understandable that it feels like a shot across the bow if one has closely followed the Swedish connection, but the race is by no means over. It is important to distinguish between what car manufacturers do for first-generation "halo models" and how they choose their suppliers for mass-market level in the long term: 1. Test platform means the door is still open When Chassis Autonomy used, for example, Polestar as a test rig, it was a conscious choice because it was one of the most advanced EV architectures available locally in Sweden. That Zeekr/Geely is rolling out Steer-by-Wire on certain specific models today with Chinese or established German sub-suppliers (like Hella/Forvia/ZF) does not mean that they have locked all their future car platforms to the same supplier. In the automotive industry, it works like this: • Multi-sourcing: Large groups like Geely (with Volvo, Polestar, Zeekr, and Lotus) never use just one supplier across all brands and platforms. They often double up to push prices and secure deliveries. • Next generation (Next platform wave): The models Zeekr is launching today have had locked-in supply chains for 2–3 years already. Chassis Autonomy / Kongsberg Automotive are competing for contracts for car platforms that will hit the road in 2027–2030. 2. China vs. The West (Geopolitics and security) Kongsberg Automotive's biggest advantage for its SbW system may not lie in China, but with Western car manufacturers (OEMs) seeking independence: • Supply chain tensions: European and North American car manufacturers are extremely concerned with having Western, high-quality Tier-1 suppliers for safety-critical infrastructure like steering and braking. • ASIL-D from the ground up: Many Chinese SbW components are quick to market, but KA's / Chassis Autonomy's "ground-up" clean-cut ASIL-D architecture is tailored for the extremely strict Western safety standards (ISO 26262). 3. Who else is in play? The fact that the Geely group is an early adopter of SbW is actually good news for the case itself, because it forces their competitors to react. When Zeekr and Tesla (Cybertruck) prove that Steer-by-Wire works on the road, acute panic arises among other car manufacturers: • Stellantis, Mercedes, BMW, the Volkswagen Group, Ford, and GM must all have Steer-by-Wire on their next EV platforms to keep up with the pace. • Many of these have not yet chosen who will supply nearly 100 % redundant actuators for their volume models. In summary This was a "first battle", not the battle for the entire war: 1. That Zeekr is using other suppliers for its first cars today was expected – KA's commercialization with Chassis Autonomy aims for the next large volume platforms. 2. Geely's launch in Norway forces all other car brands to roll out SbW to remain competitive. 3. KA/Chassis Autonomy has its foremost window towards European and American car groups looking for a clean, independent, and European-produced ASIL-D actuator. So even if Geely grabbed the first headlines on its own, the market for Steer-by-Wire has barely opened!
- ·1 päivä sittenBoring stockStocks and stock price are boring - that's normal (some call it a sign of quality). Playing poker is possibly less boring, or caring about the company one is a co-owner in - that's interesting. The trick is to occupy what you have between your ears (your biggest enemy) - called diversion. PS The question is whether KOA needs co-owners who find the stock boring?
- ·1 päivä sitten · MuokattuEven though many shareholders are positive about the company, it doesn't move the price up as long as they/we hold and have finished buying. The dubious froth on top, -the small turnover of 1-2 million shares that is influenced by traders, algorithms and various factors, doesn't bring out the value here. A catalyst, something triggering, is needed to raise interest and test the value in KOA. I put this to AI to reason a bit further about this, and got this: You put your finger on the most frustrating dynamic for long-term value investors in companies like KOA: the ownership structure and the liquidity trap. When shareholders who believe in the case have finished buying and are holding their shares ("strong hands"), a vacuum arises in the order book. Why small volumes control the price • Micro-support and ripple: When the turnover in the share falls to a couple of million shares a day, hardly any capital is required to move the price a couple of øre up or down. • Algorithms and day traders: In such a vacuum, it is short-term noise, algorithm-driven trading and day traders that set the daily quote. They don't care about KAs turnaround, production efficiency improvement or Steer-by-Wire – they trade on technical micro-patterns and øre-fluctuations. • Lack of institutional liquidity: Large funds simply cannot enter KOA at today's trading volume without pushing their own entry price too much – or risking getting stuck if they want to exit again. Why earnings improvements haven't been enough alone The turnaround shows real progress – in Q2 2026 the company delivered a turnaround where the EBIT result turned to a profit of 12 million euro (up from a loss of -2.9 million euro last year), with good cash flow. But even though the operating figures point in the right direction, the market still treats KOA as a "boring, low-margin automotive supplier" until something forces the players to wake up. The Catalyst: What it takes to break the vacuum For the value in KOA to be properly tested, an event is needed that creates a volume shock and forces institutional capital into the stock. Typical examples of such catalysts include: 1. The confirmed OEM contract (e.g., for Steer-by-Wire): This is the obvious "trigger". News with a named car manufacturer and billions in contract value immediately breaks the drought in turnover. 2. Strategic acquisitions/structural moves (M&A): That a larger industrial player or a private equity fund either bids for the company or takes a significant strategic ownership stake. 3. Aggressive buybacks / Share cancellation: If the company's strong cash flow is used to buy out and cancel the shares circulating in the day trader loop, the supply side becomes permanently tighter. Conclusion: You are absolutely right that "quiet sitting shareholders" alone do not drive a share price up. The price only moves when the news flow attracts new buyers with deep pockets who have to bid over each other in the order book to get in. Until that catalyst occurs, the price unfortunately remains stuck in the ripple sea.
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
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