2025 Q4 -tulosraportti
8 päivää sitten
‧45 min
11,25 NOK/osake
Irtoamispäivä 7.5.
4,72%Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
221
Myynti
Määrä
365
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
-VWAP
Alin
-Vaihto ()
VWAP
Ylin
-Alin
-Vaihto ()
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 7.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 | ||
2024 Q4 -tulosraportti 13.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·19 t sittenWhy is it that they have increased the dividend for May 20th? Does anyone know? I see that they have increased the dividend by a large margin a few years ago as well.
·13.2.I find it impressive how Veidekke has managed to navigate in recent years. Within housing construction, it's pretty dead right now (I am an architect myself in the Oslo area and notice how little is being designed). When they manage a 4,8 percent margin in a year characterized by cleanup, I wonder what this machine is capable of when interest rate cuts actually start to take effect beyond 2026. Management has steered the ship with an iron fist through the inflation crisis, and now that the order book is swelling with secure government maintenance contracts in Norway and a streamlined Swedish operation, this looks like a no-brainer for the long-term portfolio. What fascinates me most is that they would rather say no to billions in revenue than risk their margin. The question we must ask ourselves now is whether the upside has been priced in or if the "Sweden case" is the hidden trigger that can lift the stock further towards 2030, because if the Swedes manage to replicate Danish efficiency, we are talking about a repricing that the market is currently sleeping on. Remember that times are relatively lean now; if things turn around in the coming years, this could become very interesting.
·2 päivää sittenMost has been taken out for now after good growth recently and all time high, but it is self-reinforcing as it feels very safe to be a customer of Veidekke, it will be the best advertisement the company can get to win more. If one deals with other companies, one must account for bankruptcies. Companies that are gone are KF; Boligpartner, agder gruppen + 5000 more companies in the last 36 months.
·13.2.Impressive result from VEI in 2025 in a tough market, but the current share price is too high. In connection with the report, they guide for 2.5% growth beyond market growth, 5% margin and dividend of +70% of profit. I believe DNB is most accurate with their analysis and that the share price should go down towards 160-165.
·2 päivää sittenDNB has been shamefully wrong before about Veidekke and several other large dividend companies. Please correct me if I'm wrong. I can also ask AI about fundamental value and get the same numbers. P/E-based value: Today's P/E is approx. 18.5 (based on 2025 EPS). Forward P/E for 2026 is approx. 17.1. If we use an industry-typical P/E of 15–16 (from analysts), it gives a value of 166–177 NOK based on 2026 EPS. But if one looks ahead to increased activity, more good contracts being landed, more new hires in the projects, who the big real estate players turn to, where the other contractors are struggling, Veidekke is good. I can easily believe in an assumption where VEI passes 200 kr this year in addition to a dividend of 11.25 kr. Of course, it depends on macroeconomics, interest rates, and much else - it's a complex picture. Fortunately, it's not illegal to be wrong :) Just a bit expensive :P
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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.
2025 Q4 -tulosraportti
8 päivää sitten
‧45 min
11,25 NOK/osake
Irtoamispäivä 7.5.
4,72%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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·19 t sittenWhy is it that they have increased the dividend for May 20th? Does anyone know? I see that they have increased the dividend by a large margin a few years ago as well.
- ·13.2.I find it impressive how Veidekke has managed to navigate in recent years. Within housing construction, it's pretty dead right now (I am an architect myself in the Oslo area and notice how little is being designed). When they manage a 4,8 percent margin in a year characterized by cleanup, I wonder what this machine is capable of when interest rate cuts actually start to take effect beyond 2026. Management has steered the ship with an iron fist through the inflation crisis, and now that the order book is swelling with secure government maintenance contracts in Norway and a streamlined Swedish operation, this looks like a no-brainer for the long-term portfolio. What fascinates me most is that they would rather say no to billions in revenue than risk their margin. The question we must ask ourselves now is whether the upside has been priced in or if the "Sweden case" is the hidden trigger that can lift the stock further towards 2030, because if the Swedes manage to replicate Danish efficiency, we are talking about a repricing that the market is currently sleeping on. Remember that times are relatively lean now; if things turn around in the coming years, this could become very interesting.·2 päivää sittenMost has been taken out for now after good growth recently and all time high, but it is self-reinforcing as it feels very safe to be a customer of Veidekke, it will be the best advertisement the company can get to win more. If one deals with other companies, one must account for bankruptcies. Companies that are gone are KF; Boligpartner, agder gruppen + 5000 more companies in the last 36 months.
- ·13.2.Impressive result from VEI in 2025 in a tough market, but the current share price is too high. In connection with the report, they guide for 2.5% growth beyond market growth, 5% margin and dividend of +70% of profit. I believe DNB is most accurate with their analysis and that the share price should go down towards 160-165.·2 päivää sittenDNB has been shamefully wrong before about Veidekke and several other large dividend companies. Please correct me if I'm wrong. I can also ask AI about fundamental value and get the same numbers. P/E-based value: Today's P/E is approx. 18.5 (based on 2025 EPS). Forward P/E for 2026 is approx. 17.1. If we use an industry-typical P/E of 15–16 (from analysts), it gives a value of 166–177 NOK based on 2026 EPS. But if one looks ahead to increased activity, more good contracts being landed, more new hires in the projects, who the big real estate players turn to, where the other contractors are struggling, Veidekke is good. I can easily believe in an assumption where VEI passes 200 kr this year in addition to a dividend of 11.25 kr. Of course, it depends on macroeconomics, interest rates, and much else - it's a complex picture. Fortunately, it's not illegal to be wrong :) Just a bit expensive :P
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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
Oslo Børs
Määrä
Osto
221
Myynti
Määrä
365
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
-VWAP
Alin
-Vaihto ()
VWAP
Ylin
-Alin
-Vaihto ()
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 7.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 | ||
2024 Q4 -tulosraportti 13.2.2025 |
2025 Q4 -tulosraportti
8 päivää sitten
‧45 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 Q1 -tulosraportti 7.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 | ||
2024 Q4 -tulosraportti 13.2.2025 |
11,25 NOK/osake
Irtoamispäivä 7.5.
4,72%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·19 t sittenWhy is it that they have increased the dividend for May 20th? Does anyone know? I see that they have increased the dividend by a large margin a few years ago as well.
- ·13.2.I find it impressive how Veidekke has managed to navigate in recent years. Within housing construction, it's pretty dead right now (I am an architect myself in the Oslo area and notice how little is being designed). When they manage a 4,8 percent margin in a year characterized by cleanup, I wonder what this machine is capable of when interest rate cuts actually start to take effect beyond 2026. Management has steered the ship with an iron fist through the inflation crisis, and now that the order book is swelling with secure government maintenance contracts in Norway and a streamlined Swedish operation, this looks like a no-brainer for the long-term portfolio. What fascinates me most is that they would rather say no to billions in revenue than risk their margin. The question we must ask ourselves now is whether the upside has been priced in or if the "Sweden case" is the hidden trigger that can lift the stock further towards 2030, because if the Swedes manage to replicate Danish efficiency, we are talking about a repricing that the market is currently sleeping on. Remember that times are relatively lean now; if things turn around in the coming years, this could become very interesting.·2 päivää sittenMost has been taken out for now after good growth recently and all time high, but it is self-reinforcing as it feels very safe to be a customer of Veidekke, it will be the best advertisement the company can get to win more. If one deals with other companies, one must account for bankruptcies. Companies that are gone are KF; Boligpartner, agder gruppen + 5000 more companies in the last 36 months.
- ·13.2.Impressive result from VEI in 2025 in a tough market, but the current share price is too high. In connection with the report, they guide for 2.5% growth beyond market growth, 5% margin and dividend of +70% of profit. I believe DNB is most accurate with their analysis and that the share price should go down towards 160-165.·2 päivää sittenDNB has been shamefully wrong before about Veidekke and several other large dividend companies. Please correct me if I'm wrong. I can also ask AI about fundamental value and get the same numbers. P/E-based value: Today's P/E is approx. 18.5 (based on 2025 EPS). Forward P/E for 2026 is approx. 17.1. If we use an industry-typical P/E of 15–16 (from analysts), it gives a value of 166–177 NOK based on 2026 EPS. But if one looks ahead to increased activity, more good contracts being landed, more new hires in the projects, who the big real estate players turn to, where the other contractors are struggling, Veidekke is good. I can easily believe in an assumption where VEI passes 200 kr this year in addition to a dividend of 11.25 kr. Of course, it depends on macroeconomics, interest rates, and much else - it's a complex picture. Fortunately, it's not illegal to be wrong :) Just a bit expensive :P
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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
Oslo Børs
Määrä
Osto
221
Myynti
Määrä
365
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
-VWAP
Alin
-Vaihto ()
VWAP
Ylin
-Alin
-Vaihto ()
Välittäjätilasto
Dataa ei löytynyt