2026 Q2 -tulosraportti
23 päivää sitten
‧22 min
4,00 NOK/osake
Viimeisin osinko
4,39%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 000 | - | - | ||
| 1 000 | - | - | ||
| 4 464 | - | - | ||
| 50 | - | - | ||
| 5 | - | - |
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
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 6.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 20.8. | ||
2026 Q1 -tulosraportti 20.5. | ||
Vuosittainen yhtiökokous 2026 23.4. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 14.11.2025 |
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
Kirjaudu
·7 t sittenMcDonald's stock and Orkla have very similar development this year. Both have year high around February 27th and are now down around -19% this year. Are these two companies really so similar?
Interesting observation, Berkley 🙂 I still believe that similar share price development this year is more correlation than Orkla and McDonald's actually being particularly similar companies. They do have some commonalities; strong brands, relatively defensive business models, and both are affected by raw material costs, inflation, and how much price increases consumers can tolerate. But the economics of the companies are quite different. McDonald's is largely a franchise and real estate-driven restaurant model with very strong global scale, while Orkla is a portfolio of branded consumer goods companies, in addition to its significant ownership stake in Jotun. Fundamentally, the reasons for the weakness are also somewhat different. In Q2, McDonald's still had 1.3 % global comparable sales growth, 4 % revenue growth, and 6 % EPS growth, but the USA disappointed with only 0.8 % comp growth and weaker customer traffic than desired. Orkla, on the other hand, had flat underlying revenue development, weaker volume/mix, and reported revenue down 5.4 %, while underlying EBIT still increased 2.5 % and EPS 2.6 %. Jotun was a clear bright spot with a 17 % higher earnings contribution. So I agree with the comment above that cost pressure is part of the Orkla case, but I would be a bit cautious about concluding that the bottom has necessarily been reached. Technically, it's interesting that both have corrected at roughly the same time from their peaks, but that in itself says little about fundamental value. For Orkla, I believe the market will primarily want to see better volume/mix, organic growth, and that margins can withstand higher input costs before sentiment truly turns. McDonald's, for its part, primarily needs to boost traffic and execution in the USA. Therefore; quite a similar chart right now, but in my opinion, two rather different fundamental stories. 🙂👍
·11 t sittenHow far down can we see Orkla? 75? 70? I believe the market has become bearish and that it is not temporary. Orkla's debt of around 20 billion will become increasingly burdensome in a falling market where interest rates are rising. High international government debt that is now losing trust is a small catastrophe for practically everyone with high debt. The situation in the Persian Gulf is almost completely deadlocked. In Western media, there has been too strong a belief in the ability to clean up, but it is gradually dawning on more and more people that the ability is not there and that Iran has the will to filter ship traffic so that only ships with their acceptance can sail through. Thus, there will be no solution for a long time, and in my opinion, it is too optimistic to believe that it will resolve by spring - as some market participants believe. The problem is that the Americans have lost trust. Agreements are no longer worth anything, and everything boils down to a power play that Iran, with its allies, practically also Russia and China, has a grip on. Thus, high oil prices are likely for a long time and rising interest rates because of that too. To turn away from strong brands in Lilleborg, goods that always have stable sales, to go into candy, I struggle to see that it was a good strategic move, and I think it will not hold up in tough times, which I believe are coming. Orkla is hardly rigged for tough times, that is a problem, and I believe the market will punish it going forward.
Understand, thanks for the thorough answer. You're thinking macro perspective. I basically agree, but I think it's smart to hold Orkla then. Jotun, which is 50% of the company, might take a dip, but foods etc will historically do well since people need food.
·1 päivä sittenNah 🤡 I am not disappointed with Harto and Linkøkken's analyses and recommendations, clever guysAmateurish? Not at all, Harto and Linkøkken are skilled, experts in TA and a safe haven to follow analyses and recommendations from these guys, just look at Orkla/Norbit/Magnora..
·1 päivä sittenAny explanation for why this one is performing so poorly?
21 t sittenCompany is based in Norway, not allowed to go up in our market until sold abroad
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.
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 -tulosraportti
23 päivää sitten
‧22 min
4,00 NOK/osake
Viimeisin osinko
4,39%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
Kirjaudu
- ·7 t sittenMcDonald's stock and Orkla have very similar development this year. Both have year high around February 27th and are now down around -19% this year. Are these two companies really so similar?Interesting observation, Berkley 🙂 I still believe that similar share price development this year is more correlation than Orkla and McDonald's actually being particularly similar companies. They do have some commonalities; strong brands, relatively defensive business models, and both are affected by raw material costs, inflation, and how much price increases consumers can tolerate. But the economics of the companies are quite different. McDonald's is largely a franchise and real estate-driven restaurant model with very strong global scale, while Orkla is a portfolio of branded consumer goods companies, in addition to its significant ownership stake in Jotun. Fundamentally, the reasons for the weakness are also somewhat different. In Q2, McDonald's still had 1.3 % global comparable sales growth, 4 % revenue growth, and 6 % EPS growth, but the USA disappointed with only 0.8 % comp growth and weaker customer traffic than desired. Orkla, on the other hand, had flat underlying revenue development, weaker volume/mix, and reported revenue down 5.4 %, while underlying EBIT still increased 2.5 % and EPS 2.6 %. Jotun was a clear bright spot with a 17 % higher earnings contribution. So I agree with the comment above that cost pressure is part of the Orkla case, but I would be a bit cautious about concluding that the bottom has necessarily been reached. Technically, it's interesting that both have corrected at roughly the same time from their peaks, but that in itself says little about fundamental value. For Orkla, I believe the market will primarily want to see better volume/mix, organic growth, and that margins can withstand higher input costs before sentiment truly turns. McDonald's, for its part, primarily needs to boost traffic and execution in the USA. Therefore; quite a similar chart right now, but in my opinion, two rather different fundamental stories. 🙂👍
- ·11 t sittenHow far down can we see Orkla? 75? 70? I believe the market has become bearish and that it is not temporary. Orkla's debt of around 20 billion will become increasingly burdensome in a falling market where interest rates are rising. High international government debt that is now losing trust is a small catastrophe for practically everyone with high debt. The situation in the Persian Gulf is almost completely deadlocked. In Western media, there has been too strong a belief in the ability to clean up, but it is gradually dawning on more and more people that the ability is not there and that Iran has the will to filter ship traffic so that only ships with their acceptance can sail through. Thus, there will be no solution for a long time, and in my opinion, it is too optimistic to believe that it will resolve by spring - as some market participants believe. The problem is that the Americans have lost trust. Agreements are no longer worth anything, and everything boils down to a power play that Iran, with its allies, practically also Russia and China, has a grip on. Thus, high oil prices are likely for a long time and rising interest rates because of that too. To turn away from strong brands in Lilleborg, goods that always have stable sales, to go into candy, I struggle to see that it was a good strategic move, and I think it will not hold up in tough times, which I believe are coming. Orkla is hardly rigged for tough times, that is a problem, and I believe the market will punish it going forward.Understand, thanks for the thorough answer. You're thinking macro perspective. I basically agree, but I think it's smart to hold Orkla then. Jotun, which is 50% of the company, might take a dip, but foods etc will historically do well since people need food.
- ·1 päivä sittenNah 🤡 I am not disappointed with Harto and Linkøkken's analyses and recommendations, clever guysAmateurish? Not at all, Harto and Linkøkken are skilled, experts in TA and a safe haven to follow analyses and recommendations from these guys, just look at Orkla/Norbit/Magnora..
- ·1 päivä sittenAny explanation for why this one is performing so poorly?21 t sittenCompany is based in Norway, not allowed to go up in our market until sold abroad
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 |
|---|---|---|---|---|
| 1 000 | - | - | ||
| 1 000 | - | - | ||
| 4 464 | - | - | ||
| 50 | - | - | ||
| 5 | - | - |
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
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 6.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 20.8. | ||
2026 Q1 -tulosraportti 20.5. | ||
Vuosittainen yhtiökokous 2026 23.4. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 14.11.2025 |
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 -tulosraportti
23 päivää sitten
‧22 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 6.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 20.8. | ||
2026 Q1 -tulosraportti 20.5. | ||
Vuosittainen yhtiökokous 2026 23.4. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 14.11.2025 |
4,00 NOK/osake
Viimeisin osinko
4,39%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·7 t sittenMcDonald's stock and Orkla have very similar development this year. Both have year high around February 27th and are now down around -19% this year. Are these two companies really so similar?Interesting observation, Berkley 🙂 I still believe that similar share price development this year is more correlation than Orkla and McDonald's actually being particularly similar companies. They do have some commonalities; strong brands, relatively defensive business models, and both are affected by raw material costs, inflation, and how much price increases consumers can tolerate. But the economics of the companies are quite different. McDonald's is largely a franchise and real estate-driven restaurant model with very strong global scale, while Orkla is a portfolio of branded consumer goods companies, in addition to its significant ownership stake in Jotun. Fundamentally, the reasons for the weakness are also somewhat different. In Q2, McDonald's still had 1.3 % global comparable sales growth, 4 % revenue growth, and 6 % EPS growth, but the USA disappointed with only 0.8 % comp growth and weaker customer traffic than desired. Orkla, on the other hand, had flat underlying revenue development, weaker volume/mix, and reported revenue down 5.4 %, while underlying EBIT still increased 2.5 % and EPS 2.6 %. Jotun was a clear bright spot with a 17 % higher earnings contribution. So I agree with the comment above that cost pressure is part of the Orkla case, but I would be a bit cautious about concluding that the bottom has necessarily been reached. Technically, it's interesting that both have corrected at roughly the same time from their peaks, but that in itself says little about fundamental value. For Orkla, I believe the market will primarily want to see better volume/mix, organic growth, and that margins can withstand higher input costs before sentiment truly turns. McDonald's, for its part, primarily needs to boost traffic and execution in the USA. Therefore; quite a similar chart right now, but in my opinion, two rather different fundamental stories. 🙂👍
- ·11 t sittenHow far down can we see Orkla? 75? 70? I believe the market has become bearish and that it is not temporary. Orkla's debt of around 20 billion will become increasingly burdensome in a falling market where interest rates are rising. High international government debt that is now losing trust is a small catastrophe for practically everyone with high debt. The situation in the Persian Gulf is almost completely deadlocked. In Western media, there has been too strong a belief in the ability to clean up, but it is gradually dawning on more and more people that the ability is not there and that Iran has the will to filter ship traffic so that only ships with their acceptance can sail through. Thus, there will be no solution for a long time, and in my opinion, it is too optimistic to believe that it will resolve by spring - as some market participants believe. The problem is that the Americans have lost trust. Agreements are no longer worth anything, and everything boils down to a power play that Iran, with its allies, practically also Russia and China, has a grip on. Thus, high oil prices are likely for a long time and rising interest rates because of that too. To turn away from strong brands in Lilleborg, goods that always have stable sales, to go into candy, I struggle to see that it was a good strategic move, and I think it will not hold up in tough times, which I believe are coming. Orkla is hardly rigged for tough times, that is a problem, and I believe the market will punish it going forward.Understand, thanks for the thorough answer. You're thinking macro perspective. I basically agree, but I think it's smart to hold Orkla then. Jotun, which is 50% of the company, might take a dip, but foods etc will historically do well since people need food.
- ·1 päivä sittenNah 🤡 I am not disappointed with Harto and Linkøkken's analyses and recommendations, clever guysAmateurish? Not at all, Harto and Linkøkken are skilled, experts in TA and a safe haven to follow analyses and recommendations from these guys, just look at Orkla/Norbit/Magnora..
- ·1 päivä sittenAny explanation for why this one is performing so poorly?21 t sittenCompany is based in Norway, not allowed to go up in our market until sold abroad
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 |
|---|---|---|---|---|
| 1 000 | - | - | ||
| 1 000 | - | - | ||
| 4 464 | - | - | ||
| 50 | - | - | ||
| 5 | - | - |
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
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt