Q3-osavuosiraportti
16 päivää sitten‧9 min
Tarjoustasot
Nasdaq Stockholm
Määrä
Osto
16 675
Myynti
Määrä
15 870
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 195 | - | - | ||
| 13 | - | - | ||
| 25 | - | - | ||
| 23 | - | - | ||
| 12 | - | - |
Ylin
18,4VWAP
Alin
17,86VaihtoMäärä
6,2 340 881
VWAP
Ylin
18,4Alin
17,86VaihtoMäärä
6,2 340 881
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4-osavuosiraportti | 12.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 22.10. | |
| 2025 Q2-osavuosiraportti | 9.7. | |
| 2025 Q1-osavuosiraportti | 24.4. | |
| 2024 Yhtiökokous | 24.4. | |
| 2024 Q4-osavuosiraportti | 12.2. |
Datan lähde: Millistream, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·1 päivä sittenThe stock stands at 18 kr while the net asset value is 45.78 kr.. almost 60 % discount to equity. That's pretty crazy for a pure residential company with stable cash flows and record-low vacancy. Operating profit is growing nicely, +7 % in the quarter and over +30 % year-to-date, despite them having sold properties. The vacancy rate is down to 6.9 %, the lowest since the company started, and they are even showing small positive value changes in the portfolio again. What stands out most to me is the buyback program of 50 Mkr. That corresponds to approximately 2.7 million shares, i.e., around 1.8–2 % of the entire company. That's not small change, and it quite clearly shows what management thinks about the valuation. You don't buy back shares in a residential company in this climate unless you think the price is far too low. Right now, it feels like no one cares about Neobo, it's quietly under the radar while they deliver quarter after quarter. But the day the market wakes up, people will realize how absurdly low the valuation is. I think this one can move quickly when it happens.. typically such a case that looks boring.. until it explodes. Risk/Reward feels very palatable, I would say.. how do you feel?
·23.10.In short; a very good report. Loss turned into profit... finally.
24.10.24.10.Second quarterly call with no analysts present. This is very good. When nobody gives a **** its the best time to buy. I hope the stock takes one more dive towards the 15-16 range so that i can finalize my position.
·22.10.Good report. Share buybacks should take the share to 24-26 SEK, a valuation equivalent to other housing companies. The value of the properties is at a yield of over 5%, there are many takers at that level if you want to sell. The net asset value per share will increase due to the buybacks, now at 45.78.
·10.10.What's happening with movements today? Has any information leaked into the market before the quarterly press?- ·3.10.What a good deal for both buyers and sellers, shows the value that exists. Big upside for shareholders if they start buying back shares now. Will be interesting to see how the board acts.. • Sold portfolio: 6,380 sq m for 130 MSEK • Total stock: approx. 700,000 sq m • Reduction in area: ~0.9% • Market capitalization: approx. 2.4–2.5 billion SEK • Number of shares: ~145.4 million • Share price: ~16.45 SEK • Repurchase potential: o 130 MSEK is enough for approx. 7.9 million shares o Corresponds to approx. 5.4% of the shares o Net asset value increases from 45.40 to 47.10 per share The stock decreases marginally (~0.9%) but the cash can be used to buy back a significant portion of the company (~5%). Strong value creation. Also two payments of 19.5 million SEK for the building right and 9 million SEK for Karlskoga. Ylva with the Neobo team is delivering well now. In the interview Ylva says that there are more deals in the pipeline in my eyes the share is very cheap. If the value is on par with Klarabo, Trianon etc. it should be in the range of 24-28 SEK. Neobo has a better portfolio in stronger locations should also be an advantage.
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.
Q3-osavuosiraportti
16 päivää sitten‧9 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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 päivä sittenThe stock stands at 18 kr while the net asset value is 45.78 kr.. almost 60 % discount to equity. That's pretty crazy for a pure residential company with stable cash flows and record-low vacancy. Operating profit is growing nicely, +7 % in the quarter and over +30 % year-to-date, despite them having sold properties. The vacancy rate is down to 6.9 %, the lowest since the company started, and they are even showing small positive value changes in the portfolio again. What stands out most to me is the buyback program of 50 Mkr. That corresponds to approximately 2.7 million shares, i.e., around 1.8–2 % of the entire company. That's not small change, and it quite clearly shows what management thinks about the valuation. You don't buy back shares in a residential company in this climate unless you think the price is far too low. Right now, it feels like no one cares about Neobo, it's quietly under the radar while they deliver quarter after quarter. But the day the market wakes up, people will realize how absurdly low the valuation is. I think this one can move quickly when it happens.. typically such a case that looks boring.. until it explodes. Risk/Reward feels very palatable, I would say.. how do you feel?
- ·23.10.In short; a very good report. Loss turned into profit... finally.24.10.24.10.Second quarterly call with no analysts present. This is very good. When nobody gives a **** its the best time to buy. I hope the stock takes one more dive towards the 15-16 range so that i can finalize my position.
- ·22.10.Good report. Share buybacks should take the share to 24-26 SEK, a valuation equivalent to other housing companies. The value of the properties is at a yield of over 5%, there are many takers at that level if you want to sell. The net asset value per share will increase due to the buybacks, now at 45.78.
- ·10.10.What's happening with movements today? Has any information leaked into the market before the quarterly press?
- ·3.10.What a good deal for both buyers and sellers, shows the value that exists. Big upside for shareholders if they start buying back shares now. Will be interesting to see how the board acts.. • Sold portfolio: 6,380 sq m for 130 MSEK • Total stock: approx. 700,000 sq m • Reduction in area: ~0.9% • Market capitalization: approx. 2.4–2.5 billion SEK • Number of shares: ~145.4 million • Share price: ~16.45 SEK • Repurchase potential: o 130 MSEK is enough for approx. 7.9 million shares o Corresponds to approx. 5.4% of the shares o Net asset value increases from 45.40 to 47.10 per share The stock decreases marginally (~0.9%) but the cash can be used to buy back a significant portion of the company (~5%). Strong value creation. Also two payments of 19.5 million SEK for the building right and 9 million SEK for Karlskoga. Ylva with the Neobo team is delivering well now. In the interview Ylva says that there are more deals in the pipeline in my eyes the share is very cheap. If the value is on par with Klarabo, Trianon etc. it should be in the range of 24-28 SEK. Neobo has a better portfolio in stronger locations should also be an advantage.
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
Nasdaq Stockholm
Määrä
Osto
16 675
Myynti
Määrä
15 870
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 195 | - | - | ||
| 13 | - | - | ||
| 25 | - | - | ||
| 23 | - | - | ||
| 12 | - | - |
Ylin
18,4VWAP
Alin
17,86VaihtoMäärä
6,2 340 881
VWAP
Ylin
18,4Alin
17,86VaihtoMäärä
6,2 340 881
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4-osavuosiraportti | 12.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 22.10. | |
| 2025 Q2-osavuosiraportti | 9.7. | |
| 2025 Q1-osavuosiraportti | 24.4. | |
| 2024 Yhtiökokous | 24.4. | |
| 2024 Q4-osavuosiraportti | 12.2. |
Datan lähde: Millistream, Quartr
Q3-osavuosiraportti
16 päivää sitten‧9 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-osavuosiraportti | 12.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 22.10. | |
| 2025 Q2-osavuosiraportti | 9.7. | |
| 2025 Q1-osavuosiraportti | 24.4. | |
| 2024 Yhtiökokous | 24.4. | |
| 2024 Q4-osavuosiraportti | 12.2. |
Datan lähde: Millistream, Quartr
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 päivä sittenThe stock stands at 18 kr while the net asset value is 45.78 kr.. almost 60 % discount to equity. That's pretty crazy for a pure residential company with stable cash flows and record-low vacancy. Operating profit is growing nicely, +7 % in the quarter and over +30 % year-to-date, despite them having sold properties. The vacancy rate is down to 6.9 %, the lowest since the company started, and they are even showing small positive value changes in the portfolio again. What stands out most to me is the buyback program of 50 Mkr. That corresponds to approximately 2.7 million shares, i.e., around 1.8–2 % of the entire company. That's not small change, and it quite clearly shows what management thinks about the valuation. You don't buy back shares in a residential company in this climate unless you think the price is far too low. Right now, it feels like no one cares about Neobo, it's quietly under the radar while they deliver quarter after quarter. But the day the market wakes up, people will realize how absurdly low the valuation is. I think this one can move quickly when it happens.. typically such a case that looks boring.. until it explodes. Risk/Reward feels very palatable, I would say.. how do you feel?
- ·23.10.In short; a very good report. Loss turned into profit... finally.24.10.24.10.Second quarterly call with no analysts present. This is very good. When nobody gives a **** its the best time to buy. I hope the stock takes one more dive towards the 15-16 range so that i can finalize my position.
- ·22.10.Good report. Share buybacks should take the share to 24-26 SEK, a valuation equivalent to other housing companies. The value of the properties is at a yield of over 5%, there are many takers at that level if you want to sell. The net asset value per share will increase due to the buybacks, now at 45.78.
- ·10.10.What's happening with movements today? Has any information leaked into the market before the quarterly press?
- ·3.10.What a good deal for both buyers and sellers, shows the value that exists. Big upside for shareholders if they start buying back shares now. Will be interesting to see how the board acts.. • Sold portfolio: 6,380 sq m for 130 MSEK • Total stock: approx. 700,000 sq m • Reduction in area: ~0.9% • Market capitalization: approx. 2.4–2.5 billion SEK • Number of shares: ~145.4 million • Share price: ~16.45 SEK • Repurchase potential: o 130 MSEK is enough for approx. 7.9 million shares o Corresponds to approx. 5.4% of the shares o Net asset value increases from 45.40 to 47.10 per share The stock decreases marginally (~0.9%) but the cash can be used to buy back a significant portion of the company (~5%). Strong value creation. Also two payments of 19.5 million SEK for the building right and 9 million SEK for Karlskoga. Ylva with the Neobo team is delivering well now. In the interview Ylva says that there are more deals in the pipeline in my eyes the share is very cheap. If the value is on par with Klarabo, Trianon etc. it should be in the range of 24-28 SEK. Neobo has a better portfolio in stronger locations should also be an advantage.
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
Nasdaq Stockholm
Määrä
Osto
16 675
Myynti
Määrä
15 870
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 195 | - | - | ||
| 13 | - | - | ||
| 25 | - | - | ||
| 23 | - | - | ||
| 12 | - | - |
Ylin
18,4VWAP
Alin
17,86VaihtoMäärä
6,2 340 881
VWAP
Ylin
18,4Alin
17,86VaihtoMäärä
6,2 340 881
Välittäjätilasto
Dataa ei löytynyt