2026 Q2 -tulosraportti
13 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
·7 t sittenOslo (Infront TDN Direkt): Statistics from European Automobile Manufacturers Association (Acea) show an increase in newly registered trucks in the EU of 9.8 percent to 171,933 units in the first half of 2026, compared to the same period the previous year. Acea reports this on Wednesday. For heavy trucks, registrations rose by 11.1 percent during the period, and medium-sized trucks showed an increase of 2.8 percent. For buses, new registrations increased by 22.7 percent to 22,590 units. Acea stands for The European Automobile Manufacturers Association and represents the 15 major European car, van, truck, and bus manufacturers.
·1 päivä sittenThe trend picture seems to be turning; if one looks at the medium term, it has higher lows and highs. This could result in a deserved rise and repricing. Since the selling pressure is there from people who have held for a long time, it might require a lot of volume. One cannot blame them for that because it has been a desert walk for many years now, but the accounts and quarterly reports say that it will turn around. Fundamentally always wins, but here it probably requires some tailwind in the form of TA etc.
Completely agree, but for now mostly too little volume to move the price significantly up versus small transactions to close, moving down… :/ But completely agree, this is coming 📈
·2 päivää sittenHas anyone thought about the scenario "war with NATO" and how the stock market and KOA will be affected by it? My spouse wants me to exit KOA due to risk of war, but I am uncertain and am currently Long in KOA and have been in since 2020 through everything that has happened during this period ☺️
I bet we are much closer to a peace agreement between Ukraine/Russia and Iran/USA than any "war with NATO". And much closer to agreements with Steer by Wire. https://www.kongsbergautomotive.com/innovation/steer-by-wire-innovation/
·2 päivää sitten · MuokattuHas anyone seen figures or calculated how much KOA saves by centralizing production in China? They are going from 3 factories and consolidating everything into 1 factory. This became possible after they bought out the partners in the China joint venture. "The consolidation is expected to reduce complexity, improve efficiency, and support future profitability and cash generation."There are probably no direct figures from management yet, but here is an answer about this from AI: The short answer is that management has not provided a separate isolated figure for the China consolidation alone, but we clearly see the effect in the overall figures. The consolidation from three facilities (Shanghai and Shiyan) to the main facility in Wuxi was planned to be completed in May/June. This measure is a central driving force in KOA's overall savings initiatives, where the goal has been to extract 15 million euros (~175 mill. NOK) in annual overhead cuts. That it works in practice we saw in the Q2 report, where the company reported that they have already extracted 9,8 million euros in lower overhead costs for the first half compared to the previous year. The savings from China are primarily about three things: • Cuts in duplicate administration: By closing Shanghai/Shiyan and deleting the KAMS unit, they cut duplicate management salaries, rental costs, IT, and accounting layers. • Capacity utilization: Operating one factory at 80–90 % capacity provides drastically lower unit costs per part than having three factories at half capacity. • Less logistics and inventory: A single receiving address (Wuxi) for raw materials reduces internal freight and tied-up capital. So even if we don't have an exact "China figure" to the penny, this consolidation is the engine that makes the Drive Control segment in Asia significantly boost its margins again.
·24.7. · MuokattuSurprised that more people aren't noticing what's happening in KOA! Or am I completely off base? It seems the market is totally risk-averse due to old history (still very little volume in the stock)3.61% in the green in 2026. If one looks past the flat stock price for 2026 and reads the Q2 report, the groundwork is about to be finished: The debt ratio has plummeted KOA is practically as debt-free as an industrial company should be, and the cash flow is solidly in the black. The Zürich office has been closed, the waste is gone, and the factories in France/China are about to be fully rigged in separate divisions. The warranty "ghost" will, by all accounts, finally be closed within the next 6-10 months. To me, it seems quite obvious that management is cleaning up to remove the conglomerate discount, and to split the company in two before the bond loan matures in 2028. If these two are sold separately to industrial players in 2028/2029, the sum of the parts is worth far more than today. I believe we could soon see news about strategic processes or acquisitions already in 2027. A very fragmented ownership structure in KOA makes a sale very likely. I will at least hold my KOA position over the next 2-3 years, unless something special happens. What do the rest of you think?
You have many good thoughts, but personally I also struggle to see where the split and sale come from? It's a bit until 28-29 so much can happen, but personally I would think you are very wrong, but I will be positively surprised. Considering how I perceive you, I would actually believe you are among the 4 - 10,000 shareholders who I think will drop out by then. You write "fragmented structure" and I must admit you are right I that, but AF, whom you are clearly skeptical of regarding seriousness and long-term commitment; do you know anything about his votes at the General Meeting and ballots since he joined? Now there are not many shareholders with significant influence in KOA. 220 shareholders collectively own 63 %, 444 own 73 %, 1050 own over 85 % of the company. Fragmented, clearly, but the votes for the majority are strong and with nearly 19,000 shareholders owning under 15 % of the company, it will probably be a difficult path for division and sale. KOA's creditworthiness is also continuously improving, so I am not particularly concerned about the debt that might exist I 2028. Management has also expressed full control over it, as far as I have understood. Anyway, good post and exciting brainstorming you've got going 🤝
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.
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
13 päivää sitten
‧27 min
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
- ·7 t sittenOslo (Infront TDN Direkt): Statistics from European Automobile Manufacturers Association (Acea) show an increase in newly registered trucks in the EU of 9.8 percent to 171,933 units in the first half of 2026, compared to the same period the previous year. Acea reports this on Wednesday. For heavy trucks, registrations rose by 11.1 percent during the period, and medium-sized trucks showed an increase of 2.8 percent. For buses, new registrations increased by 22.7 percent to 22,590 units. Acea stands for The European Automobile Manufacturers Association and represents the 15 major European car, van, truck, and bus manufacturers.
- ·1 päivä sittenThe trend picture seems to be turning; if one looks at the medium term, it has higher lows and highs. This could result in a deserved rise and repricing. Since the selling pressure is there from people who have held for a long time, it might require a lot of volume. One cannot blame them for that because it has been a desert walk for many years now, but the accounts and quarterly reports say that it will turn around. Fundamentally always wins, but here it probably requires some tailwind in the form of TA etc.Completely agree, but for now mostly too little volume to move the price significantly up versus small transactions to close, moving down… :/ But completely agree, this is coming 📈
- ·2 päivää sittenHas anyone thought about the scenario "war with NATO" and how the stock market and KOA will be affected by it? My spouse wants me to exit KOA due to risk of war, but I am uncertain and am currently Long in KOA and have been in since 2020 through everything that has happened during this period ☺️I bet we are much closer to a peace agreement between Ukraine/Russia and Iran/USA than any "war with NATO". And much closer to agreements with Steer by Wire. https://www.kongsbergautomotive.com/innovation/steer-by-wire-innovation/
- ·2 päivää sitten · MuokattuHas anyone seen figures or calculated how much KOA saves by centralizing production in China? They are going from 3 factories and consolidating everything into 1 factory. This became possible after they bought out the partners in the China joint venture. "The consolidation is expected to reduce complexity, improve efficiency, and support future profitability and cash generation."There are probably no direct figures from management yet, but here is an answer about this from AI: The short answer is that management has not provided a separate isolated figure for the China consolidation alone, but we clearly see the effect in the overall figures. The consolidation from three facilities (Shanghai and Shiyan) to the main facility in Wuxi was planned to be completed in May/June. This measure is a central driving force in KOA's overall savings initiatives, where the goal has been to extract 15 million euros (~175 mill. NOK) in annual overhead cuts. That it works in practice we saw in the Q2 report, where the company reported that they have already extracted 9,8 million euros in lower overhead costs for the first half compared to the previous year. The savings from China are primarily about three things: • Cuts in duplicate administration: By closing Shanghai/Shiyan and deleting the KAMS unit, they cut duplicate management salaries, rental costs, IT, and accounting layers. • Capacity utilization: Operating one factory at 80–90 % capacity provides drastically lower unit costs per part than having three factories at half capacity. • Less logistics and inventory: A single receiving address (Wuxi) for raw materials reduces internal freight and tied-up capital. So even if we don't have an exact "China figure" to the penny, this consolidation is the engine that makes the Drive Control segment in Asia significantly boost its margins again.
- ·24.7. · MuokattuSurprised that more people aren't noticing what's happening in KOA! Or am I completely off base? It seems the market is totally risk-averse due to old history (still very little volume in the stock)3.61% in the green in 2026. If one looks past the flat stock price for 2026 and reads the Q2 report, the groundwork is about to be finished: The debt ratio has plummeted KOA is practically as debt-free as an industrial company should be, and the cash flow is solidly in the black. The Zürich office has been closed, the waste is gone, and the factories in France/China are about to be fully rigged in separate divisions. The warranty "ghost" will, by all accounts, finally be closed within the next 6-10 months. To me, it seems quite obvious that management is cleaning up to remove the conglomerate discount, and to split the company in two before the bond loan matures in 2028. If these two are sold separately to industrial players in 2028/2029, the sum of the parts is worth far more than today. I believe we could soon see news about strategic processes or acquisitions already in 2027. A very fragmented ownership structure in KOA makes a sale very likely. I will at least hold my KOA position over the next 2-3 years, unless something special happens. What do the rest of you think?You have many good thoughts, but personally I also struggle to see where the split and sale come from? It's a bit until 28-29 so much can happen, but personally I would think you are very wrong, but I will be positively surprised. Considering how I perceive you, I would actually believe you are among the 4 - 10,000 shareholders who I think will drop out by then. You write "fragmented structure" and I must admit you are right I that, but AF, whom you are clearly skeptical of regarding seriousness and long-term commitment; do you know anything about his votes at the General Meeting and ballots since he joined? Now there are not many shareholders with significant influence in KOA. 220 shareholders collectively own 63 %, 444 own 73 %, 1050 own over 85 % of the company. Fragmented, clearly, but the votes for the majority are strong and with nearly 19,000 shareholders owning under 15 % of the company, it will probably be a difficult path for division and sale. KOA's creditworthiness is also continuously improving, so I am not particularly concerned about the debt that might exist I 2028. Management has also expressed full control over it, as far as I have understood. Anyway, good post and exciting brainstorming you've got going 🤝
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
13 päivää sitten
‧27 min
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
- ·7 t sittenOslo (Infront TDN Direkt): Statistics from European Automobile Manufacturers Association (Acea) show an increase in newly registered trucks in the EU of 9.8 percent to 171,933 units in the first half of 2026, compared to the same period the previous year. Acea reports this on Wednesday. For heavy trucks, registrations rose by 11.1 percent during the period, and medium-sized trucks showed an increase of 2.8 percent. For buses, new registrations increased by 22.7 percent to 22,590 units. Acea stands for The European Automobile Manufacturers Association and represents the 15 major European car, van, truck, and bus manufacturers.
- ·1 päivä sittenThe trend picture seems to be turning; if one looks at the medium term, it has higher lows and highs. This could result in a deserved rise and repricing. Since the selling pressure is there from people who have held for a long time, it might require a lot of volume. One cannot blame them for that because it has been a desert walk for many years now, but the accounts and quarterly reports say that it will turn around. Fundamentally always wins, but here it probably requires some tailwind in the form of TA etc.Completely agree, but for now mostly too little volume to move the price significantly up versus small transactions to close, moving down… :/ But completely agree, this is coming 📈
- ·2 päivää sittenHas anyone thought about the scenario "war with NATO" and how the stock market and KOA will be affected by it? My spouse wants me to exit KOA due to risk of war, but I am uncertain and am currently Long in KOA and have been in since 2020 through everything that has happened during this period ☺️I bet we are much closer to a peace agreement between Ukraine/Russia and Iran/USA than any "war with NATO". And much closer to agreements with Steer by Wire. https://www.kongsbergautomotive.com/innovation/steer-by-wire-innovation/
- ·2 päivää sitten · MuokattuHas anyone seen figures or calculated how much KOA saves by centralizing production in China? They are going from 3 factories and consolidating everything into 1 factory. This became possible after they bought out the partners in the China joint venture. "The consolidation is expected to reduce complexity, improve efficiency, and support future profitability and cash generation."There are probably no direct figures from management yet, but here is an answer about this from AI: The short answer is that management has not provided a separate isolated figure for the China consolidation alone, but we clearly see the effect in the overall figures. The consolidation from three facilities (Shanghai and Shiyan) to the main facility in Wuxi was planned to be completed in May/June. This measure is a central driving force in KOA's overall savings initiatives, where the goal has been to extract 15 million euros (~175 mill. NOK) in annual overhead cuts. That it works in practice we saw in the Q2 report, where the company reported that they have already extracted 9,8 million euros in lower overhead costs for the first half compared to the previous year. The savings from China are primarily about three things: • Cuts in duplicate administration: By closing Shanghai/Shiyan and deleting the KAMS unit, they cut duplicate management salaries, rental costs, IT, and accounting layers. • Capacity utilization: Operating one factory at 80–90 % capacity provides drastically lower unit costs per part than having three factories at half capacity. • Less logistics and inventory: A single receiving address (Wuxi) for raw materials reduces internal freight and tied-up capital. So even if we don't have an exact "China figure" to the penny, this consolidation is the engine that makes the Drive Control segment in Asia significantly boost its margins again.
- ·24.7. · MuokattuSurprised that more people aren't noticing what's happening in KOA! Or am I completely off base? It seems the market is totally risk-averse due to old history (still very little volume in the stock)3.61% in the green in 2026. If one looks past the flat stock price for 2026 and reads the Q2 report, the groundwork is about to be finished: The debt ratio has plummeted KOA is practically as debt-free as an industrial company should be, and the cash flow is solidly in the black. The Zürich office has been closed, the waste is gone, and the factories in France/China are about to be fully rigged in separate divisions. The warranty "ghost" will, by all accounts, finally be closed within the next 6-10 months. To me, it seems quite obvious that management is cleaning up to remove the conglomerate discount, and to split the company in two before the bond loan matures in 2028. If these two are sold separately to industrial players in 2028/2029, the sum of the parts is worth far more than today. I believe we could soon see news about strategic processes or acquisitions already in 2027. A very fragmented ownership structure in KOA makes a sale very likely. I will at least hold my KOA position over the next 2-3 years, unless something special happens. What do the rest of you think?You have many good thoughts, but personally I also struggle to see where the split and sale come from? It's a bit until 28-29 so much can happen, but personally I would think you are very wrong, but I will be positively surprised. Considering how I perceive you, I would actually believe you are among the 4 - 10,000 shareholders who I think will drop out by then. You write "fragmented structure" and I must admit you are right I that, but AF, whom you are clearly skeptical of regarding seriousness and long-term commitment; do you know anything about his votes at the General Meeting and ballots since he joined? Now there are not many shareholders with significant influence in KOA. 220 shareholders collectively own 63 %, 444 own 73 %, 1050 own over 85 % of the company. Fragmented, clearly, but the votes for the majority are strong and with nearly 19,000 shareholders owning under 15 % of the company, it will probably be a difficult path for division and sale. KOA's creditworthiness is also continuously improving, so I am not particularly concerned about the debt that might exist I 2028. Management has also expressed full control over it, as far as I have understood. Anyway, good post and exciting brainstorming you've got going 🤝
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