2026 Q2 -tulosraportti
30 päivää sitten
‧1 t 3 min
2,1499 EUR/osake
Viimeisin osinko
4,37%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.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 12.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 4.8. | ||
Vuosittainen yhtiökokous 2026 27.5. | ||
2026 Q1 -tulosraportti 13.5. | ||
2025 Q4 -tulosraportti 5.3. | ||
2025 Q3 -tulosraportti 12.11.2025 |
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
Kirjaudu
·17 t sittenDoes anyone have an opinion on whether it's reasonable to expect a dividend every year for the next 5-8 years? Or, with rising interest rates, will it be likely that there will be years without a dividend? Thanks in advance for the input 🙏🏻
·2 päivää sittenSo bought at 48.36 for the first time - what does the panel think about the near future for this stock? Think interest rates will fall back a bit again 😊
1 päivä sittenThe German real estate sector always falls when the German 10-year bond yield rises. This again follows the US equivalent. But this has fallen ridiculously low. I myself bought far too early at 52 euros.
·13.8.Some smart people who can answer why such a large discount to NTA? I have looked a bit at LEG Immobilien and can see that the stock is trading around 0.37-0.38x EPRA NTA. I am trying to understand what the market is specifically pricing in. Is there anyone here who has a good idea why the discount is so large? Is it primarily expectations of higher interest rates for a longer time, risk of falling property values, LEG's high indebtedness – or something else? WHAT is the expectation for German interest rates over the next 2-3 years? It is high now, yes, but are there any forecasts for its further development? I am not trying to argue that LEG is cheap – I just really want to understand what must be wrong, since the market will only pay ~37 % of NTA.
The interest rate that burdens both this and several stocks currently. But LEG makes money both with today's and tomorrow's interest rates. Sitting calmly in the boat until summer 2028 and believe we will see 80-85 Euro price then. Possibly with a crash in the meantime which will affect LEG little,
·10.8.Immediately an exciting case - but? With an average interest rate of 1.82 % and an average maturity of 5.7 years, the interest expense will more than double in the coming years! So what will make this stock rise with the current interest rate expectations?There ARE also other triggers :D - Stabilization of property prices - Financial report with a target of approx €230 million FCF - Good execution of their divestment program for the sale of 5000 residential units - Buyback program... (dream on) But yes, the ECB will probably raise the interest rate to 2.5% on 10 Sep (90% probability currently) and that is the worst poison for Vonovia and LEG..
·4.8.I heard the Q2 2026 review today, I think it sounds like they have a handle on the business and there seems to be progress in earnings in H2 2026, as well as they maintain the 2026 budget, I myself added a bit extra at a price of 53 euroi agree that it would make good sense to do share buybacks at the current price, what i could perhaps hear a little between the lines was that they do not wish to cast doubt on the share dividend in the future, they perhaps think that it will create a risk that some investors become dissatisfied
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.
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 -tulosraportti
30 päivää sitten
‧1 t 3 min
2,1499 EUR/osake
Viimeisin osinko
4,37%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
Kirjaudu
- ·17 t sittenDoes anyone have an opinion on whether it's reasonable to expect a dividend every year for the next 5-8 years? Or, with rising interest rates, will it be likely that there will be years without a dividend? Thanks in advance for the input 🙏🏻
- ·2 päivää sittenSo bought at 48.36 for the first time - what does the panel think about the near future for this stock? Think interest rates will fall back a bit again 😊1 päivä sittenThe German real estate sector always falls when the German 10-year bond yield rises. This again follows the US equivalent. But this has fallen ridiculously low. I myself bought far too early at 52 euros.
- ·13.8.Some smart people who can answer why such a large discount to NTA? I have looked a bit at LEG Immobilien and can see that the stock is trading around 0.37-0.38x EPRA NTA. I am trying to understand what the market is specifically pricing in. Is there anyone here who has a good idea why the discount is so large? Is it primarily expectations of higher interest rates for a longer time, risk of falling property values, LEG's high indebtedness – or something else? WHAT is the expectation for German interest rates over the next 2-3 years? It is high now, yes, but are there any forecasts for its further development? I am not trying to argue that LEG is cheap – I just really want to understand what must be wrong, since the market will only pay ~37 % of NTA.The interest rate that burdens both this and several stocks currently. But LEG makes money both with today's and tomorrow's interest rates. Sitting calmly in the boat until summer 2028 and believe we will see 80-85 Euro price then. Possibly with a crash in the meantime which will affect LEG little,
- ·10.8.Immediately an exciting case - but? With an average interest rate of 1.82 % and an average maturity of 5.7 years, the interest expense will more than double in the coming years! So what will make this stock rise with the current interest rate expectations?There ARE also other triggers :D - Stabilization of property prices - Financial report with a target of approx €230 million FCF - Good execution of their divestment program for the sale of 5000 residential units - Buyback program... (dream on) But yes, the ECB will probably raise the interest rate to 2.5% on 10 Sep (90% probability currently) and that is the worst poison for Vonovia and LEG..
- ·4.8.I heard the Q2 2026 review today, I think it sounds like they have a handle on the business and there seems to be progress in earnings in H2 2026, as well as they maintain the 2026 budget, I myself added a bit extra at a price of 53 euroi agree that it would make good sense to do share buybacks at the current price, what i could perhaps hear a little between the lines was that they do not wish to cast doubt on the share dividend in the future, they perhaps think that it will create a risk that some investors become dissatisfied
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.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 12.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 4.8. | ||
Vuosittainen yhtiökokous 2026 27.5. | ||
2026 Q1 -tulosraportti 13.5. | ||
2025 Q4 -tulosraportti 5.3. | ||
2025 Q3 -tulosraportti 12.11.2025 |
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 -tulosraportti
30 päivää sitten
‧1 t 3 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 Q3 -tulosraportti 12.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 4.8. | ||
Vuosittainen yhtiökokous 2026 27.5. | ||
2026 Q1 -tulosraportti 13.5. | ||
2025 Q4 -tulosraportti 5.3. | ||
2025 Q3 -tulosraportti 12.11.2025 |
2,1499 EUR/osake
Viimeisin osinko
4,37%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·17 t sittenDoes anyone have an opinion on whether it's reasonable to expect a dividend every year for the next 5-8 years? Or, with rising interest rates, will it be likely that there will be years without a dividend? Thanks in advance for the input 🙏🏻
- ·2 päivää sittenSo bought at 48.36 for the first time - what does the panel think about the near future for this stock? Think interest rates will fall back a bit again 😊1 päivä sittenThe German real estate sector always falls when the German 10-year bond yield rises. This again follows the US equivalent. But this has fallen ridiculously low. I myself bought far too early at 52 euros.
- ·13.8.Some smart people who can answer why such a large discount to NTA? I have looked a bit at LEG Immobilien and can see that the stock is trading around 0.37-0.38x EPRA NTA. I am trying to understand what the market is specifically pricing in. Is there anyone here who has a good idea why the discount is so large? Is it primarily expectations of higher interest rates for a longer time, risk of falling property values, LEG's high indebtedness – or something else? WHAT is the expectation for German interest rates over the next 2-3 years? It is high now, yes, but are there any forecasts for its further development? I am not trying to argue that LEG is cheap – I just really want to understand what must be wrong, since the market will only pay ~37 % of NTA.The interest rate that burdens both this and several stocks currently. But LEG makes money both with today's and tomorrow's interest rates. Sitting calmly in the boat until summer 2028 and believe we will see 80-85 Euro price then. Possibly with a crash in the meantime which will affect LEG little,
- ·10.8.Immediately an exciting case - but? With an average interest rate of 1.82 % and an average maturity of 5.7 years, the interest expense will more than double in the coming years! So what will make this stock rise with the current interest rate expectations?There ARE also other triggers :D - Stabilization of property prices - Financial report with a target of approx €230 million FCF - Good execution of their divestment program for the sale of 5000 residential units - Buyback program... (dream on) But yes, the ECB will probably raise the interest rate to 2.5% on 10 Sep (90% probability currently) and that is the worst poison for Vonovia and LEG..
- ·4.8.I heard the Q2 2026 review today, I think it sounds like they have a handle on the business and there seems to be progress in earnings in H2 2026, as well as they maintain the 2026 budget, I myself added a bit extra at a price of 53 euroi agree that it would make good sense to do share buybacks at the current price, what i could perhaps hear a little between the lines was that they do not wish to cast doubt on the share dividend in the future, they perhaps think that it will create a risk that some investors become dissatisfied
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.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt