2026 Q1 -tulosraportti
59 päivää sitten
‧28 min
0,2858 NOK/osake
Viimeisin osinko
14,53%Tuotto/v
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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 26.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 29.5. | ||
2025 Q4 -tulosraportti 24.2. | ||
2025 Q3 -tulosraportti 26.11.2025 | ||
2025 Q2 -tulosraportti 27.8.2025 | ||
2025 Q1 -tulosraportti 28.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·8 t sittenWhy is there no info about the dividend for q1? sed energy is seriously slow.
·3 päivää sittenE24 today (24.7.): SED Enery Holdings is number 12 on the list showing the 50 stocks with the greatest upside to analysts' average price target. Only companies with at least five analysts are included. https://e24.no/boers-og-finans/i/WvJqak/aksjene-med-stoerst-oppside-paa-oslo-boers
·23.7.Dated 22.07, Arrowstreet has reached 1% short. 6.2 million shares which they at some point must cover. I wonder when they will do that? When new contracts are rolled over at probably much better rates? Perhaps when the oil price reaches 120$? Could be interesting.I'm observing that Arrowstreet has held a 1.00% short position in Energy Holdings (6,234,809 shares). Sure, I know it's a quant fund that probably has this as a pure sector hedge against oil/rig or an algorithmic version of a pair trade, but the game is costly: 14% dividend out of their own pocket: With the transition to quarterly dividends, they have to shell out several million directly to the lender every single round the ex-date passes. That's a rather hefty "negative carry" to hold over time. Debt-free balance sheet: This is not a rotten rig company with a knife to its throat and a refinancing ghost in the closet. The balance sheet is solid, debt is low, and cash flow goes straight out to the owners. The 2026/2027 contracts: If the rigs that are going on new rates going forward are reported at decent levels, it will take extremely little for this stock to move. Having to cover over 6.2 million shares in a stock with such moderate daily volume can quickly become stressful.- ·23.7.Trading is picking up. Over 1 mill shares traded in the first hour.I've spent some time analyzing the setup in SED Energy Holdings (ENH) lately. The stock is currently trading around 8 kroner, and I think the fundamental picture and risk/reward profile here stand out positively within the oil service sector. As I see it, the investment thesis here is built on three central pillars: 1. Asymmetric risk/return (Yield as a buffer) With a current dividend yield of around 14 % and a very low debt ratio (NIBD/EBITDA of approx. 0,3x), the downside is fundamentally well protected. You are well compensated in the form of quarterly dividends for waiting for a repricing, while the low leverage means the company can withstand fluctuations in commodity prices much better than debt-heavy competitors. 2. Right market at the right time (Southeast Asia & Tender-drilling) The exposure to tender-assisted drilling in countries like Thailand, Malaysia and Indonesia appears strategically very opportune right now. These are markets characterized by stable production drilling, long contract structures and national oil companies (NOCs) with solid investment budgets. This provides good visibility on future cash flow. 3. Acquisition and consolidation theory The company is in a size range (market capitalization around 5–6 billion) that makes them a suitable object for further industry consolidation. In a sector where acquisitions and mergers have been the preferred way to achieve scale, ENH appears as a "turnkey" package: They have pre-contracted capacity in Asia, strong cash flow and no debt burden that needs to be sorted out. Larger players (whether companies like Shelf Drilling, Borr or international rig owners) will be able to extract significant synergies here. Conclusion: Brokerage houses have price targets in the range of 10,00–12,50 kr. As I assess the theory behind this setup, one has a "Total Return" candidate where a double-digit dividend yield is combined with a potential share price appreciation of 25–50 % – either by the market eventually pricing up the underlying cash flow, or by a structural agreement/acquisition with a premium occurring. Other viewpoints are welcome.
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 Q1 -tulosraportti
59 päivää sitten
‧28 min
0,2858 NOK/osake
Viimeisin osinko
14,53%Tuotto/v
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
- ·8 t sittenWhy is there no info about the dividend for q1? sed energy is seriously slow.
- ·3 päivää sittenE24 today (24.7.): SED Enery Holdings is number 12 on the list showing the 50 stocks with the greatest upside to analysts' average price target. Only companies with at least five analysts are included. https://e24.no/boers-og-finans/i/WvJqak/aksjene-med-stoerst-oppside-paa-oslo-boers
- ·23.7.Dated 22.07, Arrowstreet has reached 1% short. 6.2 million shares which they at some point must cover. I wonder when they will do that? When new contracts are rolled over at probably much better rates? Perhaps when the oil price reaches 120$? Could be interesting.I'm observing that Arrowstreet has held a 1.00% short position in Energy Holdings (6,234,809 shares). Sure, I know it's a quant fund that probably has this as a pure sector hedge against oil/rig or an algorithmic version of a pair trade, but the game is costly: 14% dividend out of their own pocket: With the transition to quarterly dividends, they have to shell out several million directly to the lender every single round the ex-date passes. That's a rather hefty "negative carry" to hold over time. Debt-free balance sheet: This is not a rotten rig company with a knife to its throat and a refinancing ghost in the closet. The balance sheet is solid, debt is low, and cash flow goes straight out to the owners. The 2026/2027 contracts: If the rigs that are going on new rates going forward are reported at decent levels, it will take extremely little for this stock to move. Having to cover over 6.2 million shares in a stock with such moderate daily volume can quickly become stressful.
- ·23.7.Trading is picking up. Over 1 mill shares traded in the first hour.I've spent some time analyzing the setup in SED Energy Holdings (ENH) lately. The stock is currently trading around 8 kroner, and I think the fundamental picture and risk/reward profile here stand out positively within the oil service sector. As I see it, the investment thesis here is built on three central pillars: 1. Asymmetric risk/return (Yield as a buffer) With a current dividend yield of around 14 % and a very low debt ratio (NIBD/EBITDA of approx. 0,3x), the downside is fundamentally well protected. You are well compensated in the form of quarterly dividends for waiting for a repricing, while the low leverage means the company can withstand fluctuations in commodity prices much better than debt-heavy competitors. 2. Right market at the right time (Southeast Asia & Tender-drilling) The exposure to tender-assisted drilling in countries like Thailand, Malaysia and Indonesia appears strategically very opportune right now. These are markets characterized by stable production drilling, long contract structures and national oil companies (NOCs) with solid investment budgets. This provides good visibility on future cash flow. 3. Acquisition and consolidation theory The company is in a size range (market capitalization around 5–6 billion) that makes them a suitable object for further industry consolidation. In a sector where acquisitions and mergers have been the preferred way to achieve scale, ENH appears as a "turnkey" package: They have pre-contracted capacity in Asia, strong cash flow and no debt burden that needs to be sorted out. Larger players (whether companies like Shelf Drilling, Borr or international rig owners) will be able to extract significant synergies here. Conclusion: Brokerage houses have price targets in the range of 10,00–12,50 kr. As I assess the theory behind this setup, one has a "Total Return" candidate where a double-digit dividend yield is combined with a potential share price appreciation of 25–50 % – either by the market eventually pricing up the underlying cash flow, or by a structural agreement/acquisition with a premium occurring. Other viewpoints are welcome.
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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 26.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 29.5. | ||
2025 Q4 -tulosraportti 24.2. | ||
2025 Q3 -tulosraportti 26.11.2025 | ||
2025 Q2 -tulosraportti 27.8.2025 | ||
2025 Q1 -tulosraportti 28.5.2025 |
2026 Q1 -tulosraportti
59 päivää sitten
‧28 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 26.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 29.5. | ||
2025 Q4 -tulosraportti 24.2. | ||
2025 Q3 -tulosraportti 26.11.2025 | ||
2025 Q2 -tulosraportti 27.8.2025 | ||
2025 Q1 -tulosraportti 28.5.2025 |
0,2858 NOK/osake
Viimeisin osinko
14,53%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·8 t sittenWhy is there no info about the dividend for q1? sed energy is seriously slow.
- ·3 päivää sittenE24 today (24.7.): SED Enery Holdings is number 12 on the list showing the 50 stocks with the greatest upside to analysts' average price target. Only companies with at least five analysts are included. https://e24.no/boers-og-finans/i/WvJqak/aksjene-med-stoerst-oppside-paa-oslo-boers
- ·23.7.Dated 22.07, Arrowstreet has reached 1% short. 6.2 million shares which they at some point must cover. I wonder when they will do that? When new contracts are rolled over at probably much better rates? Perhaps when the oil price reaches 120$? Could be interesting.I'm observing that Arrowstreet has held a 1.00% short position in Energy Holdings (6,234,809 shares). Sure, I know it's a quant fund that probably has this as a pure sector hedge against oil/rig or an algorithmic version of a pair trade, but the game is costly: 14% dividend out of their own pocket: With the transition to quarterly dividends, they have to shell out several million directly to the lender every single round the ex-date passes. That's a rather hefty "negative carry" to hold over time. Debt-free balance sheet: This is not a rotten rig company with a knife to its throat and a refinancing ghost in the closet. The balance sheet is solid, debt is low, and cash flow goes straight out to the owners. The 2026/2027 contracts: If the rigs that are going on new rates going forward are reported at decent levels, it will take extremely little for this stock to move. Having to cover over 6.2 million shares in a stock with such moderate daily volume can quickly become stressful.
- ·23.7.Trading is picking up. Over 1 mill shares traded in the first hour.I've spent some time analyzing the setup in SED Energy Holdings (ENH) lately. The stock is currently trading around 8 kroner, and I think the fundamental picture and risk/reward profile here stand out positively within the oil service sector. As I see it, the investment thesis here is built on three central pillars: 1. Asymmetric risk/return (Yield as a buffer) With a current dividend yield of around 14 % and a very low debt ratio (NIBD/EBITDA of approx. 0,3x), the downside is fundamentally well protected. You are well compensated in the form of quarterly dividends for waiting for a repricing, while the low leverage means the company can withstand fluctuations in commodity prices much better than debt-heavy competitors. 2. Right market at the right time (Southeast Asia & Tender-drilling) The exposure to tender-assisted drilling in countries like Thailand, Malaysia and Indonesia appears strategically very opportune right now. These are markets characterized by stable production drilling, long contract structures and national oil companies (NOCs) with solid investment budgets. This provides good visibility on future cash flow. 3. Acquisition and consolidation theory The company is in a size range (market capitalization around 5–6 billion) that makes them a suitable object for further industry consolidation. In a sector where acquisitions and mergers have been the preferred way to achieve scale, ENH appears as a "turnkey" package: They have pre-contracted capacity in Asia, strong cash flow and no debt burden that needs to be sorted out. Larger players (whether companies like Shelf Drilling, Borr or international rig owners) will be able to extract significant synergies here. Conclusion: Brokerage houses have price targets in the range of 10,00–12,50 kr. As I assess the theory behind this setup, one has a "Total Return" candidate where a double-digit dividend yield is combined with a potential share price appreciation of 25–50 % – either by the market eventually pricing up the underlying cash flow, or by a structural agreement/acquisition with a premium occurring. Other viewpoints are welcome.
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