2026 Q2 - tulosraportti
94 päivää sitten
1,51 EUR/osake
Viimeisin osinko
5,78%Tuotto/v
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
NimiOsuus
Evli Hannibal B2
2,69%Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 10.11. | 1 päivä |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 7.8. | ||
2026 Q1 - tulosraportti 13.5. | ||
2025 Q4 - tulosraportti 26.3. | ||
2025 Q3 - tulosraportti 11.11.2025 | ||
2025 Q2 - tulosraportti 13.8.2025 |
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
·29.10.Porsche 911, the actual company that produces the iconic cars, has gone from one of the world's most profitable producers to close to zero margin. Since Porsche SE, as rightly explained below, as a holding company has a large ownership stake in 911, they have fallen synchronously... along with VW, where margins are now also paper-thin. Porsche recently hired a former technical director from Ferrari as CEO. It is thought-provoking that F. is super profitable on a production that is a fraction of Porsche's production of nearly 300,000 cars. The strategy is set: Porsche must be super exclusive. Fewer cars. Higher prices. Their new sports model will be priced far above the 911. It has been well received in terms of design. This CAN become a stellar turnaround, IF the unions realize that this is an existential crisis. Finally: The EU should take a stand against Chinese-produced cars. They are state-subsidized and being dumped in... VW turns over roughly the same as Denmark... Germany will not survive a collapse in their automotive industry. Think the time is ripe... but it is make, up by factor 3-5, or break: bankruptcy.
I think their new initiative Mission S - which actually looks mega cool - is an expression of the new strategy. Exciting to see if it can bring in some cash?
·27.10.Chinese automotive industry is a bigger threat to VW, Audi and Skoda. Cannot see that the premium brand Porsche can in the long term be outcompeted by a Chinese brand. Here one should perhaps buy soon.PAH3's current medium-sized debt is primarily due to their acquisition of 25% of Porsche AG. If they get the debt under control, could this turn out to be a sensible investment?
·5.10.Soon about time to catch the falling value trap?- ·14.9.Hi, forum. I've looked a bit at this one. I was actually looking for a fund/company that has ownership stakes in Isar Aerospace, and then Porsche Automobil Holding SE came up (albeit with a very small stake). This appears to be a classic value investment, BUT I'm wondering if it could be a value-trap? Such large ownership stakes in companies that, at least in today's market, are struggling(?) A 30% discount relative to value is nice, but can one assume that dividends may/will decrease going forward and that the share price could then be even lower. This is not a post about timing for when I might enter the stock, rather about whether the market is overlooking a fantastic opportunity here? Or if, as mentioned earlier, it is a value-trap? Appreciate any input.
Soon it must be time to buy here. Porsche has announced a radically worse net income for the current year, but as far as I understand, that is due to a large goodwill write-down in the partly owned subsidiary Volkswagen. This write-down has no cash effect for VW and then it probably does not have that for Porsche either. The major underlying problems for the European automotive industry are well known, but soon EU will likely come with measures to limit the flow of cars from China (i.e. sell car freight) and eventually one will see the effect of cost-reducing measures (but that will probably take some time).
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 Q2 - tulosraportti
94 päivää sitten
1,51 EUR/osake
Viimeisin osinko
5,78%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
- ·29.10.Porsche 911, the actual company that produces the iconic cars, has gone from one of the world's most profitable producers to close to zero margin. Since Porsche SE, as rightly explained below, as a holding company has a large ownership stake in 911, they have fallen synchronously... along with VW, where margins are now also paper-thin. Porsche recently hired a former technical director from Ferrari as CEO. It is thought-provoking that F. is super profitable on a production that is a fraction of Porsche's production of nearly 300,000 cars. The strategy is set: Porsche must be super exclusive. Fewer cars. Higher prices. Their new sports model will be priced far above the 911. It has been well received in terms of design. This CAN become a stellar turnaround, IF the unions realize that this is an existential crisis. Finally: The EU should take a stand against Chinese-produced cars. They are state-subsidized and being dumped in... VW turns over roughly the same as Denmark... Germany will not survive a collapse in their automotive industry. Think the time is ripe... but it is make, up by factor 3-5, or break: bankruptcy.I think their new initiative Mission S - which actually looks mega cool - is an expression of the new strategy. Exciting to see if it can bring in some cash?
- ·27.10.Chinese automotive industry is a bigger threat to VW, Audi and Skoda. Cannot see that the premium brand Porsche can in the long term be outcompeted by a Chinese brand. Here one should perhaps buy soon.PAH3's current medium-sized debt is primarily due to their acquisition of 25% of Porsche AG. If they get the debt under control, could this turn out to be a sensible investment?
- ·5.10.Soon about time to catch the falling value trap?
- ·14.9.Hi, forum. I've looked a bit at this one. I was actually looking for a fund/company that has ownership stakes in Isar Aerospace, and then Porsche Automobil Holding SE came up (albeit with a very small stake). This appears to be a classic value investment, BUT I'm wondering if it could be a value-trap? Such large ownership stakes in companies that, at least in today's market, are struggling(?) A 30% discount relative to value is nice, but can one assume that dividends may/will decrease going forward and that the share price could then be even lower. This is not a post about timing for when I might enter the stock, rather about whether the market is overlooking a fantastic opportunity here? Or if, as mentioned earlier, it is a value-trap? Appreciate any input.Soon it must be time to buy here. Porsche has announced a radically worse net income for the current year, but as far as I understand, that is due to a large goodwill write-down in the partly owned subsidiary Volkswagen. This write-down has no cash effect for VW and then it probably does not have that for Porsche either. The major underlying problems for the European automotive industry are well known, but soon EU will likely come with measures to limit the flow of cars from China (i.e. sell car freight) and eventually one will see the effect of cost-reducing measures (but that will probably take some time).
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
NimiOsuus
Evli Hannibal B2
2,69%Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 10.11. | 1 päivä |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 7.8. | ||
2026 Q1 - tulosraportti 13.5. | ||
2025 Q4 - tulosraportti 26.3. | ||
2025 Q3 - tulosraportti 11.11.2025 | ||
2025 Q2 - tulosraportti 13.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
94 päivää sitten
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 10.11. | 1 päivä |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 7.8. | ||
2026 Q1 - tulosraportti 13.5. | ||
2025 Q4 - tulosraportti 26.3. | ||
2025 Q3 - tulosraportti 11.11.2025 | ||
2025 Q2 - tulosraportti 13.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
1,51 EUR/osake
Viimeisin osinko
5,78%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·29.10.Porsche 911, the actual company that produces the iconic cars, has gone from one of the world's most profitable producers to close to zero margin. Since Porsche SE, as rightly explained below, as a holding company has a large ownership stake in 911, they have fallen synchronously... along with VW, where margins are now also paper-thin. Porsche recently hired a former technical director from Ferrari as CEO. It is thought-provoking that F. is super profitable on a production that is a fraction of Porsche's production of nearly 300,000 cars. The strategy is set: Porsche must be super exclusive. Fewer cars. Higher prices. Their new sports model will be priced far above the 911. It has been well received in terms of design. This CAN become a stellar turnaround, IF the unions realize that this is an existential crisis. Finally: The EU should take a stand against Chinese-produced cars. They are state-subsidized and being dumped in... VW turns over roughly the same as Denmark... Germany will not survive a collapse in their automotive industry. Think the time is ripe... but it is make, up by factor 3-5, or break: bankruptcy.I think their new initiative Mission S - which actually looks mega cool - is an expression of the new strategy. Exciting to see if it can bring in some cash?
- ·27.10.Chinese automotive industry is a bigger threat to VW, Audi and Skoda. Cannot see that the premium brand Porsche can in the long term be outcompeted by a Chinese brand. Here one should perhaps buy soon.PAH3's current medium-sized debt is primarily due to their acquisition of 25% of Porsche AG. If they get the debt under control, could this turn out to be a sensible investment?
- ·5.10.Soon about time to catch the falling value trap?
- ·14.9.Hi, forum. I've looked a bit at this one. I was actually looking for a fund/company that has ownership stakes in Isar Aerospace, and then Porsche Automobil Holding SE came up (albeit with a very small stake). This appears to be a classic value investment, BUT I'm wondering if it could be a value-trap? Such large ownership stakes in companies that, at least in today's market, are struggling(?) A 30% discount relative to value is nice, but can one assume that dividends may/will decrease going forward and that the share price could then be even lower. This is not a post about timing for when I might enter the stock, rather about whether the market is overlooking a fantastic opportunity here? Or if, as mentioned earlier, it is a value-trap? Appreciate any input.Soon it must be time to buy here. Porsche has announced a radically worse net income for the current year, but as far as I understand, that is due to a large goodwill write-down in the partly owned subsidiary Volkswagen. This write-down has no cash effect for VW and then it probably does not have that for Porsche either. The major underlying problems for the European automotive industry are well known, but soon EU will likely come with measures to limit the flow of cars from China (i.e. sell car freight) and eventually one will see the effect of cost-reducing measures (but that will probably take some time).
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
NimiOsuus
Evli Hannibal B2
2,69%Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt