2025 Q3 -tulosraportti
26 päivää sitten1 t 10 min
8,10 EUR/osake
Viimeisin osinko
0,55 %Tuotto/v
Tarjoustasot
Xetra
Määrä
Osto
0
Myynti
Määrä
0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
1 468,5VWAP
Alin
1 410VaihtoMäärä
392,5 272 918
VWAP
Ylin
1 468,5Alin
1 410VaihtoMäärä
392,5 272 918
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 11.3.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 6.11. | |
| 2025 Q3 -tulosraportti | 5.11. | |
| 2025 Q2 -tulosraportti | 7.8. | |
| 2025 Q1 -tulosraportti | 8.5. | |
| 2024 Q4 -tulosraportti | 12.3. |
Datan lähde: FactSet, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·6 t sitten · MuokattuThe price of European defense stocks is determined by the peace negotiations regarding Russia/Ukraine. If Russia implements their peace plan, e.g., a part of Ukraine, Ukraine outside NATO, G8 membership, a trade agreement, and being friends with Trump and the USA, then we will quickly reverse from rearmament.. European countries will not spend 4-5% of GDP on defense; the populations simply will not tolerate it. Orban and like-minded individuals will become the big stars. And in my opinion, the probability of a peace agreement is high, because Trump wants to do business with Russia.
·8 t sittenIt has probably never been so clear that Europe must prepare for an increasingly desperate Russian leadership which poses a real danger. At the same time, it seems unlikely that an agreement acceptable to both Ukraine and Russia will be found.
·7 t sittenLeif Davidsen in "Verdenssituationen med Clement" (DR): "Countries do not cede territory voluntarily. I don't know any country in the whole world that has ceded it voluntarily. They cede territory when one loses a war.... Ukraine has not lost the war yet and they are quite aware of that. Even though they are tired, there is no popular demand for this to stop now."
·2 t sittenOh yes, there are hundreds of examples of countries voluntarily ceding territory. Russia voluntarily sold Alaska to the USA. Denmark voluntarily sold its colonies to the USA. Sweden voluntarily allowed Norway to secede in 1905. Iceland seceded from Denmark, without Denmark protesting. The border between Norway and its neighboring countries has been adjusted several times, voluntarily. Norway voluntarily ceded maritime territory to Russia a few years ago, in order to arrive at a common border that both parties could agree upon. Germany voluntarily accepted that Königsberg was lost forever, in exchange for East and West Germany being allowed to reunite. Norway voluntarily accepted to give up parts of the Northwest Passage to Canada.
·11 t sittenIt is possible that all sorts of countries are queuing up to buy gunpowder and bullets. But there is an important point here. They are queuing. Reinmetal is simply not able to 3-4-5 double production within a reasonable time. The inflated stock prices indicate, in my opinion, a factually lacking understanding of a producer's side. Investment is needed in production capacity, know-how, employees etc. That takes time. So before the potential can be released, the more optimistic investors will lose interest, as they are not 3-5 years long-term. They pull out. Value investors are left looking at what RM is doing on the bottom line in 2026/2027… What price do they then calculate it home to at a reasonable P/E. If one sits down and calculates it, we might be looking at a 4-5 doubling of revenue in 2030. That corresponds to an optimistic price, based on previous profitability and P/E = 18-20, at a share price of 500-600. I have not been able to find a forecast on RM's ability to execute on this expansion. Has anyone come across anything factual? I got 'fear of heights' long ago and took profit, because hype drove it for the last many months, not business - in my view. But I am still interested, if I can see the value.·4 t sittenI probably have to accept that I can be wrong here. However, that doesn't change the fact that my timing selling at a price of 1600 earlier this year was good. I'm looking into the matters. If they can implement expansions in a cost-effective way and reach 50 billion in revenue by 2030, then I can see the potential.- ·12 t sitten · MuokattuBased on a DCF analysis, the current share price implies that Rheinmetall only achieves a profit of 5.5 billion EUR in 2030 (and it does not grow from there). Back in July, Rheinmetall's announcement was that they would reach almost 10 billion. Since then, they have upgraded the revenue estimate by approx 15% (but have not announced a new estimate regarding profit). Sales in 2025 were approx 12.5 billion, so we are looking at them expecting to grow to approx 4 times that in 5 years. But right now, the share price (1450 EUR) corresponds to sales only growing to double - i.e., based on a standard DCF with PV factor set to 8% and gradual increase in profit to 6 billion A quadrupled growth corresponds to 38% per year, which corresponds to 8% per quarter. Until now, they have maintained this growth curve Buy, you fools, buy! ;)
9 t sitten9 t sitten@VivaEuropa: You are right. RHM is now in discount. According to my own DCF calculation based to the guidance RHM´s CEO gave July the fair price of RHM is over 2600 EUR. I calculated it based to the 10Y DCF EBITDA EXIT method. Last July, RHM´s CEO said he believes that in year 2030 revenue will be between 40 to 50 billion euros, and EBIT over 18 %. I got fair value for RHM to be app 2683 €, by using 10Y DCF EBITDA EXIT method. I assumed revenue to be 45 billion and EBITDA to be 19 – 21 %, CapEx according to RHM guidance (5 % from revenue), Terminal EBITDA multiple to be 14. On RHM's Capital Market Day (Nov 18th), we heard that RHM is now forecasting that turnover in 2030 will be 50 billion and EBIT over 20%. Based on this information, I intend to update my Excel spreadsheet and recalculate the fair value using the following methods (10Y DCF EBITDA EXIT, REVENUE EXIT and Gordon´s growth models.) If I find time for that, I may publish my findings here. For sure these calculations will show fair value of RHM to be clearly higher than 2500 €. Please notice the following. RHM revenue in Y2024 was 9,7 billion and EBIT 1,47 bn. In the year 2030 numbers are expected to be 50 billion and 10 billion. I.e. revenue is expected to grow 31 % annually and EBIT 38 %. - ·13 t sittenEurope is screwed if there is a bad peace agreement. Which will mean massive rearmament. In the long run, there is more to be gained from RHM if this happens. But I don't want Europe to be screwed, so I naturally hope that it falls apart, or possibly a good peace agreement (which is almost unthinkable).
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 ja analyysit
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 Q3 -tulosraportti
26 päivää sitten1 t 10 min
8,10 EUR/osake
Viimeisin osinko
0,55 %Tuotto/v
Uutiset ja analyysit
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
- ·6 t sitten · MuokattuThe price of European defense stocks is determined by the peace negotiations regarding Russia/Ukraine. If Russia implements their peace plan, e.g., a part of Ukraine, Ukraine outside NATO, G8 membership, a trade agreement, and being friends with Trump and the USA, then we will quickly reverse from rearmament.. European countries will not spend 4-5% of GDP on defense; the populations simply will not tolerate it. Orban and like-minded individuals will become the big stars. And in my opinion, the probability of a peace agreement is high, because Trump wants to do business with Russia.
- ·8 t sittenIt has probably never been so clear that Europe must prepare for an increasingly desperate Russian leadership which poses a real danger. At the same time, it seems unlikely that an agreement acceptable to both Ukraine and Russia will be found.·7 t sittenLeif Davidsen in "Verdenssituationen med Clement" (DR): "Countries do not cede territory voluntarily. I don't know any country in the whole world that has ceded it voluntarily. They cede territory when one loses a war.... Ukraine has not lost the war yet and they are quite aware of that. Even though they are tired, there is no popular demand for this to stop now."·2 t sittenOh yes, there are hundreds of examples of countries voluntarily ceding territory. Russia voluntarily sold Alaska to the USA. Denmark voluntarily sold its colonies to the USA. Sweden voluntarily allowed Norway to secede in 1905. Iceland seceded from Denmark, without Denmark protesting. The border between Norway and its neighboring countries has been adjusted several times, voluntarily. Norway voluntarily ceded maritime territory to Russia a few years ago, in order to arrive at a common border that both parties could agree upon. Germany voluntarily accepted that Königsberg was lost forever, in exchange for East and West Germany being allowed to reunite. Norway voluntarily accepted to give up parts of the Northwest Passage to Canada.
- ·11 t sittenIt is possible that all sorts of countries are queuing up to buy gunpowder and bullets. But there is an important point here. They are queuing. Reinmetal is simply not able to 3-4-5 double production within a reasonable time. The inflated stock prices indicate, in my opinion, a factually lacking understanding of a producer's side. Investment is needed in production capacity, know-how, employees etc. That takes time. So before the potential can be released, the more optimistic investors will lose interest, as they are not 3-5 years long-term. They pull out. Value investors are left looking at what RM is doing on the bottom line in 2026/2027… What price do they then calculate it home to at a reasonable P/E. If one sits down and calculates it, we might be looking at a 4-5 doubling of revenue in 2030. That corresponds to an optimistic price, based on previous profitability and P/E = 18-20, at a share price of 500-600. I have not been able to find a forecast on RM's ability to execute on this expansion. Has anyone come across anything factual? I got 'fear of heights' long ago and took profit, because hype drove it for the last many months, not business - in my view. But I am still interested, if I can see the value.·4 t sittenI probably have to accept that I can be wrong here. However, that doesn't change the fact that my timing selling at a price of 1600 earlier this year was good. I'm looking into the matters. If they can implement expansions in a cost-effective way and reach 50 billion in revenue by 2030, then I can see the potential.
- ·12 t sitten · MuokattuBased on a DCF analysis, the current share price implies that Rheinmetall only achieves a profit of 5.5 billion EUR in 2030 (and it does not grow from there). Back in July, Rheinmetall's announcement was that they would reach almost 10 billion. Since then, they have upgraded the revenue estimate by approx 15% (but have not announced a new estimate regarding profit). Sales in 2025 were approx 12.5 billion, so we are looking at them expecting to grow to approx 4 times that in 5 years. But right now, the share price (1450 EUR) corresponds to sales only growing to double - i.e., based on a standard DCF with PV factor set to 8% and gradual increase in profit to 6 billion A quadrupled growth corresponds to 38% per year, which corresponds to 8% per quarter. Until now, they have maintained this growth curve Buy, you fools, buy! ;)9 t sitten9 t sitten@VivaEuropa: You are right. RHM is now in discount. According to my own DCF calculation based to the guidance RHM´s CEO gave July the fair price of RHM is over 2600 EUR. I calculated it based to the 10Y DCF EBITDA EXIT method. Last July, RHM´s CEO said he believes that in year 2030 revenue will be between 40 to 50 billion euros, and EBIT over 18 %. I got fair value for RHM to be app 2683 €, by using 10Y DCF EBITDA EXIT method. I assumed revenue to be 45 billion and EBITDA to be 19 – 21 %, CapEx according to RHM guidance (5 % from revenue), Terminal EBITDA multiple to be 14. On RHM's Capital Market Day (Nov 18th), we heard that RHM is now forecasting that turnover in 2030 will be 50 billion and EBIT over 20%. Based on this information, I intend to update my Excel spreadsheet and recalculate the fair value using the following methods (10Y DCF EBITDA EXIT, REVENUE EXIT and Gordon´s growth models.) If I find time for that, I may publish my findings here. For sure these calculations will show fair value of RHM to be clearly higher than 2500 €. Please notice the following. RHM revenue in Y2024 was 9,7 billion and EBIT 1,47 bn. In the year 2030 numbers are expected to be 50 billion and 10 billion. I.e. revenue is expected to grow 31 % annually and EBIT 38 %.
- ·13 t sittenEurope is screwed if there is a bad peace agreement. Which will mean massive rearmament. In the long run, there is more to be gained from RHM if this happens. But I don't want Europe to be screwed, so I naturally hope that it falls apart, or possibly a good peace agreement (which is almost unthinkable).
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
Xetra
Määrä
Osto
0
Myynti
Määrä
0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
1 468,5VWAP
Alin
1 410VaihtoMäärä
392,5 272 918
VWAP
Ylin
1 468,5Alin
1 410VaihtoMäärä
392,5 272 918
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 11.3.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 6.11. | |
| 2025 Q3 -tulosraportti | 5.11. | |
| 2025 Q2 -tulosraportti | 7.8. | |
| 2025 Q1 -tulosraportti | 8.5. | |
| 2024 Q4 -tulosraportti | 12.3. |
Datan lähde: FactSet, Quartr
2025 Q3 -tulosraportti
26 päivää sitten1 t 10 min
Uutiset ja analyysit
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
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 11.3.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 6.11. | |
| 2025 Q3 -tulosraportti | 5.11. | |
| 2025 Q2 -tulosraportti | 7.8. | |
| 2025 Q1 -tulosraportti | 8.5. | |
| 2024 Q4 -tulosraportti | 12.3. |
Datan lähde: FactSet, Quartr
8,10 EUR/osake
Viimeisin osinko
0,55 %Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·6 t sitten · MuokattuThe price of European defense stocks is determined by the peace negotiations regarding Russia/Ukraine. If Russia implements their peace plan, e.g., a part of Ukraine, Ukraine outside NATO, G8 membership, a trade agreement, and being friends with Trump and the USA, then we will quickly reverse from rearmament.. European countries will not spend 4-5% of GDP on defense; the populations simply will not tolerate it. Orban and like-minded individuals will become the big stars. And in my opinion, the probability of a peace agreement is high, because Trump wants to do business with Russia.
- ·8 t sittenIt has probably never been so clear that Europe must prepare for an increasingly desperate Russian leadership which poses a real danger. At the same time, it seems unlikely that an agreement acceptable to both Ukraine and Russia will be found.·7 t sittenLeif Davidsen in "Verdenssituationen med Clement" (DR): "Countries do not cede territory voluntarily. I don't know any country in the whole world that has ceded it voluntarily. They cede territory when one loses a war.... Ukraine has not lost the war yet and they are quite aware of that. Even though they are tired, there is no popular demand for this to stop now."·2 t sittenOh yes, there are hundreds of examples of countries voluntarily ceding territory. Russia voluntarily sold Alaska to the USA. Denmark voluntarily sold its colonies to the USA. Sweden voluntarily allowed Norway to secede in 1905. Iceland seceded from Denmark, without Denmark protesting. The border between Norway and its neighboring countries has been adjusted several times, voluntarily. Norway voluntarily ceded maritime territory to Russia a few years ago, in order to arrive at a common border that both parties could agree upon. Germany voluntarily accepted that Königsberg was lost forever, in exchange for East and West Germany being allowed to reunite. Norway voluntarily accepted to give up parts of the Northwest Passage to Canada.
- ·11 t sittenIt is possible that all sorts of countries are queuing up to buy gunpowder and bullets. But there is an important point here. They are queuing. Reinmetal is simply not able to 3-4-5 double production within a reasonable time. The inflated stock prices indicate, in my opinion, a factually lacking understanding of a producer's side. Investment is needed in production capacity, know-how, employees etc. That takes time. So before the potential can be released, the more optimistic investors will lose interest, as they are not 3-5 years long-term. They pull out. Value investors are left looking at what RM is doing on the bottom line in 2026/2027… What price do they then calculate it home to at a reasonable P/E. If one sits down and calculates it, we might be looking at a 4-5 doubling of revenue in 2030. That corresponds to an optimistic price, based on previous profitability and P/E = 18-20, at a share price of 500-600. I have not been able to find a forecast on RM's ability to execute on this expansion. Has anyone come across anything factual? I got 'fear of heights' long ago and took profit, because hype drove it for the last many months, not business - in my view. But I am still interested, if I can see the value.·4 t sittenI probably have to accept that I can be wrong here. However, that doesn't change the fact that my timing selling at a price of 1600 earlier this year was good. I'm looking into the matters. If they can implement expansions in a cost-effective way and reach 50 billion in revenue by 2030, then I can see the potential.
- ·12 t sitten · MuokattuBased on a DCF analysis, the current share price implies that Rheinmetall only achieves a profit of 5.5 billion EUR in 2030 (and it does not grow from there). Back in July, Rheinmetall's announcement was that they would reach almost 10 billion. Since then, they have upgraded the revenue estimate by approx 15% (but have not announced a new estimate regarding profit). Sales in 2025 were approx 12.5 billion, so we are looking at them expecting to grow to approx 4 times that in 5 years. But right now, the share price (1450 EUR) corresponds to sales only growing to double - i.e., based on a standard DCF with PV factor set to 8% and gradual increase in profit to 6 billion A quadrupled growth corresponds to 38% per year, which corresponds to 8% per quarter. Until now, they have maintained this growth curve Buy, you fools, buy! ;)9 t sitten9 t sitten@VivaEuropa: You are right. RHM is now in discount. According to my own DCF calculation based to the guidance RHM´s CEO gave July the fair price of RHM is over 2600 EUR. I calculated it based to the 10Y DCF EBITDA EXIT method. Last July, RHM´s CEO said he believes that in year 2030 revenue will be between 40 to 50 billion euros, and EBIT over 18 %. I got fair value for RHM to be app 2683 €, by using 10Y DCF EBITDA EXIT method. I assumed revenue to be 45 billion and EBITDA to be 19 – 21 %, CapEx according to RHM guidance (5 % from revenue), Terminal EBITDA multiple to be 14. On RHM's Capital Market Day (Nov 18th), we heard that RHM is now forecasting that turnover in 2030 will be 50 billion and EBIT over 20%. Based on this information, I intend to update my Excel spreadsheet and recalculate the fair value using the following methods (10Y DCF EBITDA EXIT, REVENUE EXIT and Gordon´s growth models.) If I find time for that, I may publish my findings here. For sure these calculations will show fair value of RHM to be clearly higher than 2500 €. Please notice the following. RHM revenue in Y2024 was 9,7 billion and EBIT 1,47 bn. In the year 2030 numbers are expected to be 50 billion and 10 billion. I.e. revenue is expected to grow 31 % annually and EBIT 38 %.
- ·13 t sittenEurope is screwed if there is a bad peace agreement. Which will mean massive rearmament. In the long run, there is more to be gained from RHM if this happens. But I don't want Europe to be screwed, so I naturally hope that it falls apart, or possibly a good peace agreement (which is almost unthinkable).
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
Xetra
Määrä
Osto
0
Myynti
Määrä
0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
1 468,5VWAP
Alin
1 410VaihtoMäärä
392,5 272 918
VWAP
Ylin
1 468,5Alin
1 410VaihtoMäärä
392,5 272 918
Välittäjätilasto
Dataa ei löytynyt