2026 Q1 -tulosraportti
34 päivää sitten
‧1 t 40 min
11,50 EUR/osake
Viimeisin osinko
0,96%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
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
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 6.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 7.5. | ||
2025 Q4 -tulosraportti 11.3. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
·1 päivä sittentoday at 06:57 ∙ Finwire Rheinmetall The German defense company Rheinmetall is one of the main winners of Europe's rearmament, and the stock now appears worth buying after the valuation premium against sector peers has largely disappeared. Dagens industri writes this in an analysis under the heading "Stock of the Week". The newspaper highlights the company's strong position in ammunition, vehicles, air defense, missiles, and digital defense systems. The growing demand for artillery ammunition and air defense solutions is particularly pointed out as important growth drivers, while Rheinmetall has secured several major contracts and cooperation agreements. According to Di, it is possible that Rheinmetall will increase its revenue to approximately 50 billion euro by 2030, corresponding to a fivefold increase compared to 2025. With a higher operating margin, the operating profit could also more than quintuple during the period. Despite the stock being valued at over 20 times this year's expected operating profit, the newspaper believes that the high valuation is justified by the strong growth and the company's good cash flow generation. After a weaker share price performance over the past year, Di now sees an attractive entry point for the stock.
·5.6.Wait until NYSE opens, I think we might possibly see 5-6% upside. Tech stocks are in free fall, people will hoard defensive stocks again, maybe ?
·5.6.A green day!!!🤩
·4.6. · MuokattuIt puzzles me a bit that the latest Russian antics of sending drones into Europe (NATO countries, Romania yesterday), as "punishment" for supporting Ukraine, seem to have a negative effect on Rheinmetall's stock price. Should one invest in some Ukrainian anti-drone company to really get "skin in the game"? Rheinmetall also has anti-drone products, but do people not have confidence in them or what's going on?
·3.6.What impact does it have on Rheinmetal that the share price has almost halved?
14 t sitten14 t sittenAll the pricing is about speculation. It is sign of expectations but it has nothing to do with the reality. Stocks do not have any correct price it's about the valuation. So... markets are expecting more than just rearmament. The threat of Russia had been overpriced in the stock price.
·12 t sitten"Pricing" is probably what the market will pay and "valuation" is what the company is actually worth. The two things rarely meet over a glass of port like the one I'm enjoying right now, and RHM is no exception, I must say. The share price reflects high expectations, but they are not unfounded. No, they have an order book of 73 billion euro with 97% coverage of 2026-guidance...so it's not speculation, I believe it's visible future revenue. Or what? Forward P/E of 33 is still a premium (Lockheed trades at 18). Towards the end of 2027, P/E should be at a level that is reasonable for a defense giant - provided the share price remains roughly as it is now.... it's not what does it, it's the order books. So, the real question is not whether the orders are there. It is whether RHM can deliver them. Q1 missed by 300 million euro, free cash-flow was negative, and the production ramp-up is limited to 10 air defense systems this year. As everyone is probably aware, the order books are impressive - but as often said, factory capacity is probably what keeps management awake. But but.....patience is a virtue, but nothing is without risk, too much can delay deliveries.....so patience can be tested whether it's with RHM or the investor.....well, I'm out with 90% of my portfolio, but it's NOT because of RHM..... Fair winds, but it won't be AI that might capsize the boat, it's something completely different, which doesn't belong to be elaborated on in this chat dialogue here.
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.
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.
2026 Q1 -tulosraportti
34 päivää sitten
‧1 t 40 min
11,50 EUR/osake
Viimeisin osinko
0,96%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.
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·1 päivä sittentoday at 06:57 ∙ Finwire Rheinmetall The German defense company Rheinmetall is one of the main winners of Europe's rearmament, and the stock now appears worth buying after the valuation premium against sector peers has largely disappeared. Dagens industri writes this in an analysis under the heading "Stock of the Week". The newspaper highlights the company's strong position in ammunition, vehicles, air defense, missiles, and digital defense systems. The growing demand for artillery ammunition and air defense solutions is particularly pointed out as important growth drivers, while Rheinmetall has secured several major contracts and cooperation agreements. According to Di, it is possible that Rheinmetall will increase its revenue to approximately 50 billion euro by 2030, corresponding to a fivefold increase compared to 2025. With a higher operating margin, the operating profit could also more than quintuple during the period. Despite the stock being valued at over 20 times this year's expected operating profit, the newspaper believes that the high valuation is justified by the strong growth and the company's good cash flow generation. After a weaker share price performance over the past year, Di now sees an attractive entry point for the stock.
- ·5.6.Wait until NYSE opens, I think we might possibly see 5-6% upside. Tech stocks are in free fall, people will hoard defensive stocks again, maybe ?
- ·5.6.A green day!!!🤩
- ·4.6. · MuokattuIt puzzles me a bit that the latest Russian antics of sending drones into Europe (NATO countries, Romania yesterday), as "punishment" for supporting Ukraine, seem to have a negative effect on Rheinmetall's stock price. Should one invest in some Ukrainian anti-drone company to really get "skin in the game"? Rheinmetall also has anti-drone products, but do people not have confidence in them or what's going on?
- ·3.6.What impact does it have on Rheinmetal that the share price has almost halved?14 t sitten14 t sittenAll the pricing is about speculation. It is sign of expectations but it has nothing to do with the reality. Stocks do not have any correct price it's about the valuation. So... markets are expecting more than just rearmament. The threat of Russia had been overpriced in the stock price.·12 t sitten"Pricing" is probably what the market will pay and "valuation" is what the company is actually worth. The two things rarely meet over a glass of port like the one I'm enjoying right now, and RHM is no exception, I must say. The share price reflects high expectations, but they are not unfounded. No, they have an order book of 73 billion euro with 97% coverage of 2026-guidance...so it's not speculation, I believe it's visible future revenue. Or what? Forward P/E of 33 is still a premium (Lockheed trades at 18). Towards the end of 2027, P/E should be at a level that is reasonable for a defense giant - provided the share price remains roughly as it is now.... it's not what does it, it's the order books. So, the real question is not whether the orders are there. It is whether RHM can deliver them. Q1 missed by 300 million euro, free cash-flow was negative, and the production ramp-up is limited to 10 air defense systems this year. As everyone is probably aware, the order books are impressive - but as often said, factory capacity is probably what keeps management awake. But but.....patience is a virtue, but nothing is without risk, too much can delay deliveries.....so patience can be tested whether it's with RHM or the investor.....well, I'm out with 90% of my portfolio, but it's NOT because of RHM..... Fair winds, but it won't be AI that might capsize the boat, it's something completely different, which doesn't belong to be elaborated on in this chat dialogue here.
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 |
|---|---|---|---|---|
| - | - | - | - |
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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 6.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 7.5. | ||
2025 Q4 -tulosraportti 11.3. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 |
2026 Q1 -tulosraportti
34 päivää sitten
‧1 t 40 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 Q2 -tulosraportti 6.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 7.5. | ||
2025 Q4 -tulosraportti 11.3. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 |
11,50 EUR/osake
Viimeisin osinko
0,96%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·1 päivä sittentoday at 06:57 ∙ Finwire Rheinmetall The German defense company Rheinmetall is one of the main winners of Europe's rearmament, and the stock now appears worth buying after the valuation premium against sector peers has largely disappeared. Dagens industri writes this in an analysis under the heading "Stock of the Week". The newspaper highlights the company's strong position in ammunition, vehicles, air defense, missiles, and digital defense systems. The growing demand for artillery ammunition and air defense solutions is particularly pointed out as important growth drivers, while Rheinmetall has secured several major contracts and cooperation agreements. According to Di, it is possible that Rheinmetall will increase its revenue to approximately 50 billion euro by 2030, corresponding to a fivefold increase compared to 2025. With a higher operating margin, the operating profit could also more than quintuple during the period. Despite the stock being valued at over 20 times this year's expected operating profit, the newspaper believes that the high valuation is justified by the strong growth and the company's good cash flow generation. After a weaker share price performance over the past year, Di now sees an attractive entry point for the stock.
- ·5.6.Wait until NYSE opens, I think we might possibly see 5-6% upside. Tech stocks are in free fall, people will hoard defensive stocks again, maybe ?
- ·5.6.A green day!!!🤩
- ·4.6. · MuokattuIt puzzles me a bit that the latest Russian antics of sending drones into Europe (NATO countries, Romania yesterday), as "punishment" for supporting Ukraine, seem to have a negative effect on Rheinmetall's stock price. Should one invest in some Ukrainian anti-drone company to really get "skin in the game"? Rheinmetall also has anti-drone products, but do people not have confidence in them or what's going on?
- ·3.6.What impact does it have on Rheinmetal that the share price has almost halved?14 t sitten14 t sittenAll the pricing is about speculation. It is sign of expectations but it has nothing to do with the reality. Stocks do not have any correct price it's about the valuation. So... markets are expecting more than just rearmament. The threat of Russia had been overpriced in the stock price.·12 t sitten"Pricing" is probably what the market will pay and "valuation" is what the company is actually worth. The two things rarely meet over a glass of port like the one I'm enjoying right now, and RHM is no exception, I must say. The share price reflects high expectations, but they are not unfounded. No, they have an order book of 73 billion euro with 97% coverage of 2026-guidance...so it's not speculation, I believe it's visible future revenue. Or what? Forward P/E of 33 is still a premium (Lockheed trades at 18). Towards the end of 2027, P/E should be at a level that is reasonable for a defense giant - provided the share price remains roughly as it is now.... it's not what does it, it's the order books. So, the real question is not whether the orders are there. It is whether RHM can deliver them. Q1 missed by 300 million euro, free cash-flow was negative, and the production ramp-up is limited to 10 air defense systems this year. As everyone is probably aware, the order books are impressive - but as often said, factory capacity is probably what keeps management awake. But but.....patience is a virtue, but nothing is without risk, too much can delay deliveries.....so patience can be tested whether it's with RHM or the investor.....well, I'm out with 90% of my portfolio, but it's NOT because of RHM..... Fair winds, but it won't be AI that might capsize the boat, it's something completely different, which doesn't belong to be elaborated on in this chat dialogue here.
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 |
|---|---|---|---|---|
| - | - | - | - |
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