2026 Q2 - tulosraportti
76 päivää sitten
‧47 min
3,00 NOK/osake
Viimeisin osinko
3,70%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 443 | - | - | ||
| 3 939 | - | - | ||
| 10 554 | - | - | ||
| 1 883 | - | - | ||
| 3 647 | - | - |
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
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 23.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 22.7. | ||
2026 Q1 - tulosraportti 29.4. | ||
2025 Q4 - tulosraportti 13.2. | ||
2025 Q3 - tulosraportti 24.10.2025 | ||
2025 Q2 - tulosraportti 22.7.2025 |
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
·21 t sitten🏭 NEW ANNOUNCEMENT REGARDING ALUNORTE 🏭 Hydro reports that Alunorte still has not been able to contract gas and therefore must purchase gas in the spot market. The Q3 impact of USD 75–100 mill. was already known. The new development is that Hydro estimates an additional USD 90–110 mill. in cost impact in Q4. At the same time, they do not expect new production interruptions, and are working on a long-term solution. The announcement will likely be negative in the short term, but nothing that changes the entire NHY case in my opinion. Now it will be exciting to see how the market prices this in leading up to Q3. Not financial advice - just own assessments and thoughts.
·1 päivä sittenSeems like a "tall tale" that Nhy has to go out to spot Europe for gas purchases. Had oil heating not too long ago https://www.hydro.com/en/global/media/news/2024/alunorte-starts-alumina-production-using-natural-gas/
·1 päivä sitten · MuokattuHydro shareholders have seen enormous values evaporate in a short time. Danske Bank analyst Elliott Jones-Myklebust points to two factors that explain the sharp price drop. Danske Bank analysts point to two main reasons for the Hydro fall: Higher costs in Brazil (Alunorte) Alunorte must buy natural gas at high European spot prices. This could result in 1–1.3 billion kroner higher energy costs and sharply weaken results in the coming quarters. Risk of increased aluminum supply If the Strait of Hormuz remains open, production in the Middle East that has been reduced could return. At the same time, new capacity is being built. This could lead to a larger global supply and lower aluminum prices. I have a small position here, so I guess I choose to hold this position for a long time. I bought based on technical analysis, but it plummeted right after purchase 😂. Technical analysis is not always of much help. FA October 4 https://www.finansavisen.no/industri/2026/10/04/8384885/hydro-har-stupt-fra-rekordniva-dette-skremmer-analytikerneYes, that was a miss, but had a small position. Putting the money into something else that gives a better return.
·2.10.I don't understand why the share price of NHY is so low, so I am considering stepping in and buying more at these levels. With these considerations in mind: The green shift and increased demand for aluminum Low-carbon aluminum: Hydro is strongly positioning itself with the brands Circal (recycled aluminum) and Reduxa (low-carbon aluminum produced with renewable energy). European industry is increasingly paying a premium for metals with a low carbon footprint. Electric vehicles and infrastructure: Aluminum is critical for weight reduction in electric vehicles and for the development of renewable energy (solar panels and power grids). This ensures long-term structural growth in demand. Improvement in global markets and a tight supply side. Geopolitical unrest and capacity shortages: Conflicts and production challenges in regions such as the Middle East have led to a tighter global aluminum market. When supply falls globally, prices are pushed up, which directly impacts Hydro's bottom line. Chinese production cap: China, the world's largest producer, has set a cap on its smelting capacity for environmental reasons. This limits the risk of the market being flooded with cheap metal. Strong balance sheet and cost control. Restructuring and streamlining: Hydro has implemented extensive cost cuts and efficiency measures in recent years (including the optimization of extrusion plants in Europe). This enables them to maintain strong margins even in periods of weaker markets. Solid cash flow: The company has demonstrated the ability to deliver solid free cash flow (such as 4 billion kroner in the second quarter of 2026), which ensures further investment capacity and defends good dividend payouts. Valuation and analysts' expectations. Undervalued on multiples: Several value analyses point out that Hydro trades at a discount measured against underlying values. Personally, I have a price target of 110 kr Time will tell whether it takes a short or long time.
No major producers who care about low co2 materials now. All that stuff was pre Trump.
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
76 päivää sitten
‧47 min
3,00 NOK/osake
Viimeisin osinko
3,70%Tuotto/v
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
- ·21 t sitten🏭 NEW ANNOUNCEMENT REGARDING ALUNORTE 🏭 Hydro reports that Alunorte still has not been able to contract gas and therefore must purchase gas in the spot market. The Q3 impact of USD 75–100 mill. was already known. The new development is that Hydro estimates an additional USD 90–110 mill. in cost impact in Q4. At the same time, they do not expect new production interruptions, and are working on a long-term solution. The announcement will likely be negative in the short term, but nothing that changes the entire NHY case in my opinion. Now it will be exciting to see how the market prices this in leading up to Q3. Not financial advice - just own assessments and thoughts.
- ·1 päivä sittenSeems like a "tall tale" that Nhy has to go out to spot Europe for gas purchases. Had oil heating not too long ago https://www.hydro.com/en/global/media/news/2024/alunorte-starts-alumina-production-using-natural-gas/
- ·1 päivä sitten · MuokattuHydro shareholders have seen enormous values evaporate in a short time. Danske Bank analyst Elliott Jones-Myklebust points to two factors that explain the sharp price drop. Danske Bank analysts point to two main reasons for the Hydro fall: Higher costs in Brazil (Alunorte) Alunorte must buy natural gas at high European spot prices. This could result in 1–1.3 billion kroner higher energy costs and sharply weaken results in the coming quarters. Risk of increased aluminum supply If the Strait of Hormuz remains open, production in the Middle East that has been reduced could return. At the same time, new capacity is being built. This could lead to a larger global supply and lower aluminum prices. I have a small position here, so I guess I choose to hold this position for a long time. I bought based on technical analysis, but it plummeted right after purchase 😂. Technical analysis is not always of much help. FA October 4 https://www.finansavisen.no/industri/2026/10/04/8384885/hydro-har-stupt-fra-rekordniva-dette-skremmer-analytikerneYes, that was a miss, but had a small position. Putting the money into something else that gives a better return.
- ·2.10.I don't understand why the share price of NHY is so low, so I am considering stepping in and buying more at these levels. With these considerations in mind: The green shift and increased demand for aluminum Low-carbon aluminum: Hydro is strongly positioning itself with the brands Circal (recycled aluminum) and Reduxa (low-carbon aluminum produced with renewable energy). European industry is increasingly paying a premium for metals with a low carbon footprint. Electric vehicles and infrastructure: Aluminum is critical for weight reduction in electric vehicles and for the development of renewable energy (solar panels and power grids). This ensures long-term structural growth in demand. Improvement in global markets and a tight supply side. Geopolitical unrest and capacity shortages: Conflicts and production challenges in regions such as the Middle East have led to a tighter global aluminum market. When supply falls globally, prices are pushed up, which directly impacts Hydro's bottom line. Chinese production cap: China, the world's largest producer, has set a cap on its smelting capacity for environmental reasons. This limits the risk of the market being flooded with cheap metal. Strong balance sheet and cost control. Restructuring and streamlining: Hydro has implemented extensive cost cuts and efficiency measures in recent years (including the optimization of extrusion plants in Europe). This enables them to maintain strong margins even in periods of weaker markets. Solid cash flow: The company has demonstrated the ability to deliver solid free cash flow (such as 4 billion kroner in the second quarter of 2026), which ensures further investment capacity and defends good dividend payouts. Valuation and analysts' expectations. Undervalued on multiples: Several value analyses point out that Hydro trades at a discount measured against underlying values. Personally, I have a price target of 110 kr Time will tell whether it takes a short or long time.No major producers who care about low co2 materials now. All that stuff was pre Trump.
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 |
|---|---|---|---|---|
| 443 | - | - | ||
| 3 939 | - | - | ||
| 10 554 | - | - | ||
| 1 883 | - | - | ||
| 3 647 | - | - |
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
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 23.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 22.7. | ||
2026 Q1 - tulosraportti 29.4. | ||
2025 Q4 - tulosraportti 13.2. | ||
2025 Q3 - tulosraportti 24.10.2025 | ||
2025 Q2 - tulosraportti 22.7.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
76 päivää sitten
‧47 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 23.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 22.7. | ||
2026 Q1 - tulosraportti 29.4. | ||
2025 Q4 - tulosraportti 13.2. | ||
2025 Q3 - tulosraportti 24.10.2025 | ||
2025 Q2 - tulosraportti 22.7.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
3,00 NOK/osake
Viimeisin osinko
3,70%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·21 t sitten🏭 NEW ANNOUNCEMENT REGARDING ALUNORTE 🏭 Hydro reports that Alunorte still has not been able to contract gas and therefore must purchase gas in the spot market. The Q3 impact of USD 75–100 mill. was already known. The new development is that Hydro estimates an additional USD 90–110 mill. in cost impact in Q4. At the same time, they do not expect new production interruptions, and are working on a long-term solution. The announcement will likely be negative in the short term, but nothing that changes the entire NHY case in my opinion. Now it will be exciting to see how the market prices this in leading up to Q3. Not financial advice - just own assessments and thoughts.
- ·1 päivä sittenSeems like a "tall tale" that Nhy has to go out to spot Europe for gas purchases. Had oil heating not too long ago https://www.hydro.com/en/global/media/news/2024/alunorte-starts-alumina-production-using-natural-gas/
- ·1 päivä sitten · MuokattuHydro shareholders have seen enormous values evaporate in a short time. Danske Bank analyst Elliott Jones-Myklebust points to two factors that explain the sharp price drop. Danske Bank analysts point to two main reasons for the Hydro fall: Higher costs in Brazil (Alunorte) Alunorte must buy natural gas at high European spot prices. This could result in 1–1.3 billion kroner higher energy costs and sharply weaken results in the coming quarters. Risk of increased aluminum supply If the Strait of Hormuz remains open, production in the Middle East that has been reduced could return. At the same time, new capacity is being built. This could lead to a larger global supply and lower aluminum prices. I have a small position here, so I guess I choose to hold this position for a long time. I bought based on technical analysis, but it plummeted right after purchase 😂. Technical analysis is not always of much help. FA October 4 https://www.finansavisen.no/industri/2026/10/04/8384885/hydro-har-stupt-fra-rekordniva-dette-skremmer-analytikerneYes, that was a miss, but had a small position. Putting the money into something else that gives a better return.
- ·2.10.I don't understand why the share price of NHY is so low, so I am considering stepping in and buying more at these levels. With these considerations in mind: The green shift and increased demand for aluminum Low-carbon aluminum: Hydro is strongly positioning itself with the brands Circal (recycled aluminum) and Reduxa (low-carbon aluminum produced with renewable energy). European industry is increasingly paying a premium for metals with a low carbon footprint. Electric vehicles and infrastructure: Aluminum is critical for weight reduction in electric vehicles and for the development of renewable energy (solar panels and power grids). This ensures long-term structural growth in demand. Improvement in global markets and a tight supply side. Geopolitical unrest and capacity shortages: Conflicts and production challenges in regions such as the Middle East have led to a tighter global aluminum market. When supply falls globally, prices are pushed up, which directly impacts Hydro's bottom line. Chinese production cap: China, the world's largest producer, has set a cap on its smelting capacity for environmental reasons. This limits the risk of the market being flooded with cheap metal. Strong balance sheet and cost control. Restructuring and streamlining: Hydro has implemented extensive cost cuts and efficiency measures in recent years (including the optimization of extrusion plants in Europe). This enables them to maintain strong margins even in periods of weaker markets. Solid cash flow: The company has demonstrated the ability to deliver solid free cash flow (such as 4 billion kroner in the second quarter of 2026), which ensures further investment capacity and defends good dividend payouts. Valuation and analysts' expectations. Undervalued on multiples: Several value analyses point out that Hydro trades at a discount measured against underlying values. Personally, I have a price target of 110 kr Time will tell whether it takes a short or long time.No major producers who care about low co2 materials now. All that stuff was pre Trump.
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 |
|---|---|---|---|---|
| 443 | - | - | ||
| 3 939 | - | - | ||
| 10 554 | - | - | ||
| 1 883 | - | - | ||
| 3 647 | - | - |
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
Välittäjätilasto
Dataa ei löytynyt