2026 Q3 - tulosraportti
UUTTA
2 päivää sitten
‧1 t 55 min
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 5.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 29.10. | ||
2026 Q2 - tulosraportti 30.7. | ||
Vuosittainen yhtiökokous 2026 8.6. | ||
2026 Q1 - tulosraportti 5.5. | ||
2025 Q4 - tulosraportti 5.2. |
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
·2 t sittenBitcoin has once again been pushed down below $77,000, and fear is very visible everywhere. However, I do not see this week's price drop as proof that the long-term Bitcoin thesis is broken. Far from it - if you are scared, stop for a moment and think about whether you will get fomo if the price rises 40% again. A good video can be seen here: https://youtu.be/1DbK8j7ZHn4?is=K95qOCK4i5kdysSG We have had an unfortunate combination of weakness in US tech stocks, concerns around AI valuations, a continued tight monetary policy situation, and now a massive security breach at Binance. This creates precisely the type of environment where investors reduce risk, liquidations amplify the movements, and Bitcoin is sold alongside other risk assets. However, it is important to distinguish between a short-term liquidity problem and a long-term change in Bitcoin's fundamental value. Strategy – the numbers are far more interesting than today's stock price. Strategy published its latest quarterly report on Thursday. They now own 848,517 BTC with an average acquisition price of $75,446. In 2026 alone, they have bought Bitcoin for $14.33 billion and raised $21.23 billion in capital. However, there is an important change in the capital strategy: In the period October 19-25, Strategy bought no Bitcoin and issued no new MSTR shares through their ATM program. Instead, they repurchased 2.07 million STRC shares for approximately $204.9 million. In total, they have repurchased STRC for about $2.04 billion in 2026, at an average price of $97.39. When STRC trades below $100, Strategy can reduce its future dividend obligations by repurchasing the shares at a discount. This can strengthen the capital structure and potentially make future financing more attractive. Their USD reserve is now $4.83 billion, and with an additional $242 million in liquidity, the company reports a total coverage of dividend and interest obligations of approximately 3.4 years. STRC's annual dividend rate remains at 12%, and starting in November, it transitions to daily dividend accrual. This tells me that management is currently prioritizing stabilizing their funding instruments rather than maximizing Bitcoin acquisitions at any cost. But there is also a number we must take seriously. Strategy's BTC Yield is negative by 3.7% year-to-date. This means that their Bitcoin holdings per diluted share have actually fallen according to the company's own calculation method. Therefore, it is not sufficient that the total BTC holdings grow. Going forward, capital raising must once again create positive development per share, and this is precisely where STRC becomes decisive. If the buybacks stabilize STRC around par, and the market once again becomes willing to finance new issuances on attractive terms, Strategy can potentially resume larger BTC acquisitions without a corresponding direct dilution of MSTR - That is the scenario I am watching. Why am I still extremely bullish for 2028-2029? Because I expect the next big move to be driven by global liquidity and institutional capital allocation rather than the halving alone. If global M2 accelerates, real interest rates fall, the dollar weakens, and the ISM PMI turns positive, Bitcoin could receive a significantly stronger demand impulse. At the same time, new issuance drops to around 225 BTC daily after the 2028 halving. If institutional investors at that time accumulate just 500,000 BTC net annually, demand exceeds annual new issuance by more than six times. The rest must come from existing holders. Power Law and the potential acceleration in institutional adoption support, in my opinion, an aggressive long-term bull scenario, even though neither model can guarantee price development. I continue to work with $400,000–500,000 BTC as a possible bull scenario moving towards 2028-2029. My conclusion: Short-term the market is weak, and we could easily see further drops. But I think it is remarkable that Strategy, in the middle of this turmoil, has over $5 billion in USD assets and is actively working to strengthen the capital structure. The next crucial signal will be whether STRC stabilizes, whether BTC per share starts growing again, and whether ETF flows turn positive. I still see enormous potential in Bitcoin and Strategy moving towards 2028-2029. The market focuses on who is selling today. I focus on who will potentially need to buy over the next three years.
·17 t sitten4 largest drop in nasdaq100 in 2 years, largest spike in VIX this year and 3 largest spike in 2 years. Pretty violent day today, the economy probably doesn't have it too well. Good thing there is a midterm election right about now, so chaos might be limited a bit.14 t sittenWas about time for this to happen and ill gladly take a correction instead of a full blown market crash
·18 t sittenHave naturally bought a bit extra. Adding more next time at 1.0 mNAV.
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 Q3 - tulosraportti
UUTTA
2 päivää sitten
‧1 t 55 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.
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·2 t sittenBitcoin has once again been pushed down below $77,000, and fear is very visible everywhere. However, I do not see this week's price drop as proof that the long-term Bitcoin thesis is broken. Far from it - if you are scared, stop for a moment and think about whether you will get fomo if the price rises 40% again. A good video can be seen here: https://youtu.be/1DbK8j7ZHn4?is=K95qOCK4i5kdysSG We have had an unfortunate combination of weakness in US tech stocks, concerns around AI valuations, a continued tight monetary policy situation, and now a massive security breach at Binance. This creates precisely the type of environment where investors reduce risk, liquidations amplify the movements, and Bitcoin is sold alongside other risk assets. However, it is important to distinguish between a short-term liquidity problem and a long-term change in Bitcoin's fundamental value. Strategy – the numbers are far more interesting than today's stock price. Strategy published its latest quarterly report on Thursday. They now own 848,517 BTC with an average acquisition price of $75,446. In 2026 alone, they have bought Bitcoin for $14.33 billion and raised $21.23 billion in capital. However, there is an important change in the capital strategy: In the period October 19-25, Strategy bought no Bitcoin and issued no new MSTR shares through their ATM program. Instead, they repurchased 2.07 million STRC shares for approximately $204.9 million. In total, they have repurchased STRC for about $2.04 billion in 2026, at an average price of $97.39. When STRC trades below $100, Strategy can reduce its future dividend obligations by repurchasing the shares at a discount. This can strengthen the capital structure and potentially make future financing more attractive. Their USD reserve is now $4.83 billion, and with an additional $242 million in liquidity, the company reports a total coverage of dividend and interest obligations of approximately 3.4 years. STRC's annual dividend rate remains at 12%, and starting in November, it transitions to daily dividend accrual. This tells me that management is currently prioritizing stabilizing their funding instruments rather than maximizing Bitcoin acquisitions at any cost. But there is also a number we must take seriously. Strategy's BTC Yield is negative by 3.7% year-to-date. This means that their Bitcoin holdings per diluted share have actually fallen according to the company's own calculation method. Therefore, it is not sufficient that the total BTC holdings grow. Going forward, capital raising must once again create positive development per share, and this is precisely where STRC becomes decisive. If the buybacks stabilize STRC around par, and the market once again becomes willing to finance new issuances on attractive terms, Strategy can potentially resume larger BTC acquisitions without a corresponding direct dilution of MSTR - That is the scenario I am watching. Why am I still extremely bullish for 2028-2029? Because I expect the next big move to be driven by global liquidity and institutional capital allocation rather than the halving alone. If global M2 accelerates, real interest rates fall, the dollar weakens, and the ISM PMI turns positive, Bitcoin could receive a significantly stronger demand impulse. At the same time, new issuance drops to around 225 BTC daily after the 2028 halving. If institutional investors at that time accumulate just 500,000 BTC net annually, demand exceeds annual new issuance by more than six times. The rest must come from existing holders. Power Law and the potential acceleration in institutional adoption support, in my opinion, an aggressive long-term bull scenario, even though neither model can guarantee price development. I continue to work with $400,000–500,000 BTC as a possible bull scenario moving towards 2028-2029. My conclusion: Short-term the market is weak, and we could easily see further drops. But I think it is remarkable that Strategy, in the middle of this turmoil, has over $5 billion in USD assets and is actively working to strengthen the capital structure. The next crucial signal will be whether STRC stabilizes, whether BTC per share starts growing again, and whether ETF flows turn positive. I still see enormous potential in Bitcoin and Strategy moving towards 2028-2029. The market focuses on who is selling today. I focus on who will potentially need to buy over the next three years.
- ·17 t sitten4 largest drop in nasdaq100 in 2 years, largest spike in VIX this year and 3 largest spike in 2 years. Pretty violent day today, the economy probably doesn't have it too well. Good thing there is a midterm election right about now, so chaos might be limited a bit.14 t sittenWas about time for this to happen and ill gladly take a correction instead of a full blown market crash
- ·18 t sittenHave naturally bought a bit extra. Adding more next time at 1.0 mNAV.
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 |
|---|---|---|
| - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 5.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 29.10. | ||
2026 Q2 - tulosraportti 30.7. | ||
Vuosittainen yhtiökokous 2026 8.6. | ||
2026 Q1 - tulosraportti 5.5. | ||
2025 Q4 - tulosraportti 5.2. |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q3 - tulosraportti
UUTTA
2 päivää sitten
‧1 t 55 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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 5.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 29.10. | ||
2026 Q2 - tulosraportti 30.7. | ||
Vuosittainen yhtiökokous 2026 8.6. | ||
2026 Q1 - tulosraportti 5.5. | ||
2025 Q4 - tulosraportti 5.2. |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·2 t sittenBitcoin has once again been pushed down below $77,000, and fear is very visible everywhere. However, I do not see this week's price drop as proof that the long-term Bitcoin thesis is broken. Far from it - if you are scared, stop for a moment and think about whether you will get fomo if the price rises 40% again. A good video can be seen here: https://youtu.be/1DbK8j7ZHn4?is=K95qOCK4i5kdysSG We have had an unfortunate combination of weakness in US tech stocks, concerns around AI valuations, a continued tight monetary policy situation, and now a massive security breach at Binance. This creates precisely the type of environment where investors reduce risk, liquidations amplify the movements, and Bitcoin is sold alongside other risk assets. However, it is important to distinguish between a short-term liquidity problem and a long-term change in Bitcoin's fundamental value. Strategy – the numbers are far more interesting than today's stock price. Strategy published its latest quarterly report on Thursday. They now own 848,517 BTC with an average acquisition price of $75,446. In 2026 alone, they have bought Bitcoin for $14.33 billion and raised $21.23 billion in capital. However, there is an important change in the capital strategy: In the period October 19-25, Strategy bought no Bitcoin and issued no new MSTR shares through their ATM program. Instead, they repurchased 2.07 million STRC shares for approximately $204.9 million. In total, they have repurchased STRC for about $2.04 billion in 2026, at an average price of $97.39. When STRC trades below $100, Strategy can reduce its future dividend obligations by repurchasing the shares at a discount. This can strengthen the capital structure and potentially make future financing more attractive. Their USD reserve is now $4.83 billion, and with an additional $242 million in liquidity, the company reports a total coverage of dividend and interest obligations of approximately 3.4 years. STRC's annual dividend rate remains at 12%, and starting in November, it transitions to daily dividend accrual. This tells me that management is currently prioritizing stabilizing their funding instruments rather than maximizing Bitcoin acquisitions at any cost. But there is also a number we must take seriously. Strategy's BTC Yield is negative by 3.7% year-to-date. This means that their Bitcoin holdings per diluted share have actually fallen according to the company's own calculation method. Therefore, it is not sufficient that the total BTC holdings grow. Going forward, capital raising must once again create positive development per share, and this is precisely where STRC becomes decisive. If the buybacks stabilize STRC around par, and the market once again becomes willing to finance new issuances on attractive terms, Strategy can potentially resume larger BTC acquisitions without a corresponding direct dilution of MSTR - That is the scenario I am watching. Why am I still extremely bullish for 2028-2029? Because I expect the next big move to be driven by global liquidity and institutional capital allocation rather than the halving alone. If global M2 accelerates, real interest rates fall, the dollar weakens, and the ISM PMI turns positive, Bitcoin could receive a significantly stronger demand impulse. At the same time, new issuance drops to around 225 BTC daily after the 2028 halving. If institutional investors at that time accumulate just 500,000 BTC net annually, demand exceeds annual new issuance by more than six times. The rest must come from existing holders. Power Law and the potential acceleration in institutional adoption support, in my opinion, an aggressive long-term bull scenario, even though neither model can guarantee price development. I continue to work with $400,000–500,000 BTC as a possible bull scenario moving towards 2028-2029. My conclusion: Short-term the market is weak, and we could easily see further drops. But I think it is remarkable that Strategy, in the middle of this turmoil, has over $5 billion in USD assets and is actively working to strengthen the capital structure. The next crucial signal will be whether STRC stabilizes, whether BTC per share starts growing again, and whether ETF flows turn positive. I still see enormous potential in Bitcoin and Strategy moving towards 2028-2029. The market focuses on who is selling today. I focus on who will potentially need to buy over the next three years.
- ·17 t sitten4 largest drop in nasdaq100 in 2 years, largest spike in VIX this year and 3 largest spike in 2 years. Pretty violent day today, the economy probably doesn't have it too well. Good thing there is a midterm election right about now, so chaos might be limited a bit.14 t sittenWas about time for this to happen and ill gladly take a correction instead of a full blown market crash
- ·18 t sittenHave naturally bought a bit extra. Adding more next time at 1.0 mNAV.
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 |
|---|---|---|
| - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt