2026 Q2 -tulosraportti
9 päivää sitten
‧22 min
4,00 NOK/osake
Viimeisin osinko
4,20%Tuotto/v
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| 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 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 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·6 t sitten · MuokattuOrkla - investment analysis Orkla appears to be an interesting long-term investment case if the share price falls towards 80 kroner before the next quarterly report. The company is currently trading at around 14 in P/E, which is relatively low compared to several global companies within consumer staples. The low valuation can largely be explained by low growth expectations. In Q2, Orkla had around 0 percent organic growth, which shows that the underlying sales growth is weak. At the same time, the underlying operations were better than the organic growth alone suggests. The company still has strong brands and significant market shares. Orkla also has a strategy of acquisitions and portfolio development, which can contribute to future growth. A fall to 80 kroner will make the valuation significantly more attractive. If EPS is around 7 kroner, the P/E at 80 kroner will be approximately 11.4. This means that the market prices Orkla at approximately 11 to 12 times earnings. If the company later manages to achieve more normal growth and the market is again willing to pay around 15 to 16 times P/E, the valuation could become significantly higher. An important point in the analysis is that Norwegian consumption of Orkla-like products does not necessarily need to grow strongly for the company to achieve better results. If organic growth goes from today's around 0 percent to 2 to 3 percent, while margins stabilize, EPS growth can become significantly better. The macroeconomy can also be a positive factor. Lower inflation can give Norges Bank the opportunity to reduce the key policy rate. Lower interest rates can improve purchasing power and at the same time make shares more attractive relative to fixed-income investments. Risk The biggest risk is that the weak organic growth lasts longer than expected, or that margins are squeezed. Nevertheless, the probability of a significantly weaker result than today's level is considered relatively low. A more likely scenario is that the result will be approximately similar or somewhat better, especially if cost pressure subsides. Conclusion The analysis is not based on Orkla suddenly becoming a high-growth company. The case is rather that market expectations are already low, while the company still has strong brands, large market shares, stable operations, and opportunities for growth through portfolio development and acquisitions. At around 80 kroner, the risk/reward according to this analysis becomes significantly more attractive. If Orkla manages to go from approximately 0 percent to 2 to 3 percent organic growth, while EPS grows and P/E gradually normalizes towards 15 to 16, the share can have significant upside. The main thesis is therefore that 80 kroner can represent an attractive entry because one buys a quality and brand company at a low multiple, while growth expectations are already relatively low. Note: Artificial intelligence (AI) has been used as an aid for the formulation and structuring of this analysis. The investment assessments and assumptions themselves are based on own evaluations.
·1 päivä sittenThe pressure is building in this one now, take a seat if you have the opportunity.... 📈
·1 päivä sittenWhat do you think about the acquisition of the candy business? The purchase in the Netherlands was based on the need for more capacity of vegan candy.
Will probably be a good investment. Have you tasted BUBS? Absolutely superior candy. Is really taking off in the USA too.
·2 päivää sittenI was disappointed with the Q2 presentation and sold. Why a poor Q2 result in a "groomed" group that should have delivered better results? Is the answer that the "grooming" was nothing but fine words? Was it just "emptying the till" and even increased debt? It's not quite the solid, nice Orkla one had back in the day?
Many of us were probably disappointed, but still buy in the belief that a focus on costs and good management will lead to a good 2026 and further progress. Furthermore, a share is a lottery ticket in a possible sale of all or parts of the company and a huge profit! 🌞
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
9 päivää sitten
‧22 min
4,00 NOK/osake
Viimeisin osinko
4,20%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
- ·6 t sitten · MuokattuOrkla - investment analysis Orkla appears to be an interesting long-term investment case if the share price falls towards 80 kroner before the next quarterly report. The company is currently trading at around 14 in P/E, which is relatively low compared to several global companies within consumer staples. The low valuation can largely be explained by low growth expectations. In Q2, Orkla had around 0 percent organic growth, which shows that the underlying sales growth is weak. At the same time, the underlying operations were better than the organic growth alone suggests. The company still has strong brands and significant market shares. Orkla also has a strategy of acquisitions and portfolio development, which can contribute to future growth. A fall to 80 kroner will make the valuation significantly more attractive. If EPS is around 7 kroner, the P/E at 80 kroner will be approximately 11.4. This means that the market prices Orkla at approximately 11 to 12 times earnings. If the company later manages to achieve more normal growth and the market is again willing to pay around 15 to 16 times P/E, the valuation could become significantly higher. An important point in the analysis is that Norwegian consumption of Orkla-like products does not necessarily need to grow strongly for the company to achieve better results. If organic growth goes from today's around 0 percent to 2 to 3 percent, while margins stabilize, EPS growth can become significantly better. The macroeconomy can also be a positive factor. Lower inflation can give Norges Bank the opportunity to reduce the key policy rate. Lower interest rates can improve purchasing power and at the same time make shares more attractive relative to fixed-income investments. Risk The biggest risk is that the weak organic growth lasts longer than expected, or that margins are squeezed. Nevertheless, the probability of a significantly weaker result than today's level is considered relatively low. A more likely scenario is that the result will be approximately similar or somewhat better, especially if cost pressure subsides. Conclusion The analysis is not based on Orkla suddenly becoming a high-growth company. The case is rather that market expectations are already low, while the company still has strong brands, large market shares, stable operations, and opportunities for growth through portfolio development and acquisitions. At around 80 kroner, the risk/reward according to this analysis becomes significantly more attractive. If Orkla manages to go from approximately 0 percent to 2 to 3 percent organic growth, while EPS grows and P/E gradually normalizes towards 15 to 16, the share can have significant upside. The main thesis is therefore that 80 kroner can represent an attractive entry because one buys a quality and brand company at a low multiple, while growth expectations are already relatively low. Note: Artificial intelligence (AI) has been used as an aid for the formulation and structuring of this analysis. The investment assessments and assumptions themselves are based on own evaluations.
- ·1 päivä sittenThe pressure is building in this one now, take a seat if you have the opportunity.... 📈
- ·1 päivä sittenWhat do you think about the acquisition of the candy business? The purchase in the Netherlands was based on the need for more capacity of vegan candy.Will probably be a good investment. Have you tasted BUBS? Absolutely superior candy. Is really taking off in the USA too.
- ·2 päivää sittenI was disappointed with the Q2 presentation and sold. Why a poor Q2 result in a "groomed" group that should have delivered better results? Is the answer that the "grooming" was nothing but fine words? Was it just "emptying the till" and even increased debt? It's not quite the solid, nice Orkla one had back in the day?Many of us were probably disappointed, but still buy in the belief that a focus on costs and good management will lead to a good 2026 and further progress. Furthermore, a share is a lottery ticket in a possible sale of all or parts of the company and a huge profit! 🌞
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 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 |
2026 Q2 -tulosraportti
9 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
4,20%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·6 t sitten · MuokattuOrkla - investment analysis Orkla appears to be an interesting long-term investment case if the share price falls towards 80 kroner before the next quarterly report. The company is currently trading at around 14 in P/E, which is relatively low compared to several global companies within consumer staples. The low valuation can largely be explained by low growth expectations. In Q2, Orkla had around 0 percent organic growth, which shows that the underlying sales growth is weak. At the same time, the underlying operations were better than the organic growth alone suggests. The company still has strong brands and significant market shares. Orkla also has a strategy of acquisitions and portfolio development, which can contribute to future growth. A fall to 80 kroner will make the valuation significantly more attractive. If EPS is around 7 kroner, the P/E at 80 kroner will be approximately 11.4. This means that the market prices Orkla at approximately 11 to 12 times earnings. If the company later manages to achieve more normal growth and the market is again willing to pay around 15 to 16 times P/E, the valuation could become significantly higher. An important point in the analysis is that Norwegian consumption of Orkla-like products does not necessarily need to grow strongly for the company to achieve better results. If organic growth goes from today's around 0 percent to 2 to 3 percent, while margins stabilize, EPS growth can become significantly better. The macroeconomy can also be a positive factor. Lower inflation can give Norges Bank the opportunity to reduce the key policy rate. Lower interest rates can improve purchasing power and at the same time make shares more attractive relative to fixed-income investments. Risk The biggest risk is that the weak organic growth lasts longer than expected, or that margins are squeezed. Nevertheless, the probability of a significantly weaker result than today's level is considered relatively low. A more likely scenario is that the result will be approximately similar or somewhat better, especially if cost pressure subsides. Conclusion The analysis is not based on Orkla suddenly becoming a high-growth company. The case is rather that market expectations are already low, while the company still has strong brands, large market shares, stable operations, and opportunities for growth through portfolio development and acquisitions. At around 80 kroner, the risk/reward according to this analysis becomes significantly more attractive. If Orkla manages to go from approximately 0 percent to 2 to 3 percent organic growth, while EPS grows and P/E gradually normalizes towards 15 to 16, the share can have significant upside. The main thesis is therefore that 80 kroner can represent an attractive entry because one buys a quality and brand company at a low multiple, while growth expectations are already relatively low. Note: Artificial intelligence (AI) has been used as an aid for the formulation and structuring of this analysis. The investment assessments and assumptions themselves are based on own evaluations.
- ·1 päivä sittenThe pressure is building in this one now, take a seat if you have the opportunity.... 📈
- ·1 päivä sittenWhat do you think about the acquisition of the candy business? The purchase in the Netherlands was based on the need for more capacity of vegan candy.Will probably be a good investment. Have you tasted BUBS? Absolutely superior candy. Is really taking off in the USA too.
- ·2 päivää sittenI was disappointed with the Q2 presentation and sold. Why a poor Q2 result in a "groomed" group that should have delivered better results? Is the answer that the "grooming" was nothing but fine words? Was it just "emptying the till" and even increased debt? It's not quite the solid, nice Orkla one had back in the day?Many of us were probably disappointed, but still buy in the belief that a focus on costs and good management will lead to a good 2026 and further progress. Furthermore, a share is a lottery ticket in a possible sale of all or parts of the company and a huge profit! 🌞
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