Q2-osavuosiraportti
87 päivää sitten‧53 min
3,75 DKK/osake
Viimeisin osinko
3,61 %
Tuotto/v
Tarjoustasot
Nasdaq Copenhagen
Määrä
Osto
3 228 281
Myynti
Määrä
3 220 654
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 7 | - | - | ||
| 100 | - | - | ||
| 400 | - | - | ||
| 300 | - | - | ||
| 100 | - | - |
Ylin
323,75VWAP
Alin
312,5VaihtoMäärä
3 121,5 9 842 732
VWAP
Ylin
323,75Alin
312,5VaihtoMäärä
3 121,5 9 842 732
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q3-osavuosiraportti | 5.11. 3 päivää |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 7.8. | |
| 2025 Q2-osavuosiraportti | 6.8. | |
| 2025 Q1-osavuosiraportti | 7.5. | |
| 2024 Yhtiökokous | 27.3. | |
| 2024 Q4-osavuosiraportti | 5.2. |
Datan lähde: Millistream, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
18 min sitten·How are there 315,000 on Nordnet for Novo Nordisk, it just shows how blinded many are by "Danish stocks"🥀
1 t sitten·Do you think we should go even further down, if so why?
22 min sitten·I think the financial statements could take a dive unless they come up with very convincing future prospects.
3 t sitten3 t sittenTämä julkaisu on poistettu.
13 t sitten · Muokattu·My thoughts Last night I went through Novo's presentation from Q2 once again. Overall, the impression is that the company is still the market leader globally, and has actually achieved good performance in H1 with 18% growth. Unfortunately, what overshadows the downgrade and expectations for the next two quarters of growth. Now the estimate has not come yet, but several Danish analysts predict that the expectations will be lowered slightly within the interval, and what I can sniff out is an estimate for 2025 growth of 8%. This is certainly for a company that is in one of the biggest crises. The management was surprised by the copycat medicine and the authorities' reluctance towards the illegal sales from May, which actually violate patent rights for the pharmaceutical industry. In reality, a pretty serious problem for research and investments. Both management and the board are currently using all tools and thinking outside the box. Some things will work, others will not. But what stands out is that they do not want to act passively, but future-proof the company for products through acquisitions, etc. At the same time, news will soon be coming regarding the decision of the latest acquisitions, the Alzheimer's study with low probability, Medicaid price negotiations, Trump's most favored nation, Pill approval for oral wegovy and Novo first on the market and Cagrisema (which disappointed the market in 2024), head to head against zepbound for best weight loss, here Cagrisema is still warm. Several of them can also give high single-double digit increases if successful. The prices have already been lowered by analysts and predict between 150-200 dollars, while speculation about Novo potentially negotiating expansion of their weight loss drug coverage in the public sector, or direct negotiation with the government for a lower price with a crackdown on generic drugs? The Alzheimer's study will probably fall to the ground, but the uncertainty and negativity are very much priced in. I speculate that the international market will continue to provide solid growth as in H1, albeit less in volume than the US and with more markets to enter, it could help Novo here and now. If Novo can positively surprise, and just continue to be in the direction of the midpoint of guidance, or some good news in the back pocket with the financial statements, it could potentially increase by double digits with so much negative pricing in. Eliy delivers a great financial statement, but it is also priced relatively for that. I will consider in the next few days whether I should double my position to 10% of the portfolio in Novo or have money ready on the seat line for the opening with a positive financial statement, if the narrative changes a little, it could potentially break the negative step and increase steadily, Novo should reach a real fair value based on DCF analyses of 450-550 kr with current estimates towards 2030. From about 2027, Novo will be able to buy 5% of the shares via share buybacks of the cash flow annually. So in the long term, even if sales stall, they will be able to create value for their shareholders, which is what the active major shareholder will probably focus on.
14 t sitten · Muokattu·The PE ratio is now lower than it was when Novo Nordisk did not have obesity medicine, that is, before the entire growth segment for weight loss/metabolism drugs existed. For example: at the end of 2016, Novo Nordisk had a P/E of approx. 13.5. Now the P/E ratio is around 12.93! I would recommend using this opportunity well, and enduring the volatility for a period.
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.
Q2-osavuosiraportti
87 päivää sitten‧53 min
3,75 DKK/osake
Viimeisin osinko
3,61 %
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
- 18 min sitten·How are there 315,000 on Nordnet for Novo Nordisk, it just shows how blinded many are by "Danish stocks"🥀
- 1 t sitten·Do you think we should go even further down, if so why?22 min sitten·I think the financial statements could take a dive unless they come up with very convincing future prospects.
- 3 t sitten3 t sittenTämä julkaisu on poistettu.
- 13 t sitten · Muokattu·My thoughts Last night I went through Novo's presentation from Q2 once again. Overall, the impression is that the company is still the market leader globally, and has actually achieved good performance in H1 with 18% growth. Unfortunately, what overshadows the downgrade and expectations for the next two quarters of growth. Now the estimate has not come yet, but several Danish analysts predict that the expectations will be lowered slightly within the interval, and what I can sniff out is an estimate for 2025 growth of 8%. This is certainly for a company that is in one of the biggest crises. The management was surprised by the copycat medicine and the authorities' reluctance towards the illegal sales from May, which actually violate patent rights for the pharmaceutical industry. In reality, a pretty serious problem for research and investments. Both management and the board are currently using all tools and thinking outside the box. Some things will work, others will not. But what stands out is that they do not want to act passively, but future-proof the company for products through acquisitions, etc. At the same time, news will soon be coming regarding the decision of the latest acquisitions, the Alzheimer's study with low probability, Medicaid price negotiations, Trump's most favored nation, Pill approval for oral wegovy and Novo first on the market and Cagrisema (which disappointed the market in 2024), head to head against zepbound for best weight loss, here Cagrisema is still warm. Several of them can also give high single-double digit increases if successful. The prices have already been lowered by analysts and predict between 150-200 dollars, while speculation about Novo potentially negotiating expansion of their weight loss drug coverage in the public sector, or direct negotiation with the government for a lower price with a crackdown on generic drugs? The Alzheimer's study will probably fall to the ground, but the uncertainty and negativity are very much priced in. I speculate that the international market will continue to provide solid growth as in H1, albeit less in volume than the US and with more markets to enter, it could help Novo here and now. If Novo can positively surprise, and just continue to be in the direction of the midpoint of guidance, or some good news in the back pocket with the financial statements, it could potentially increase by double digits with so much negative pricing in. Eliy delivers a great financial statement, but it is also priced relatively for that. I will consider in the next few days whether I should double my position to 10% of the portfolio in Novo or have money ready on the seat line for the opening with a positive financial statement, if the narrative changes a little, it could potentially break the negative step and increase steadily, Novo should reach a real fair value based on DCF analyses of 450-550 kr with current estimates towards 2030. From about 2027, Novo will be able to buy 5% of the shares via share buybacks of the cash flow annually. So in the long term, even if sales stall, they will be able to create value for their shareholders, which is what the active major shareholder will probably focus on.
- 14 t sitten · Muokattu·The PE ratio is now lower than it was when Novo Nordisk did not have obesity medicine, that is, before the entire growth segment for weight loss/metabolism drugs existed. For example: at the end of 2016, Novo Nordisk had a P/E of approx. 13.5. Now the P/E ratio is around 12.93! I would recommend using this opportunity well, and enduring the volatility for a period.
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 Copenhagen
Määrä
Osto
3 228 281
Myynti
Määrä
3 220 654
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 7 | - | - | ||
| 100 | - | - | ||
| 400 | - | - | ||
| 300 | - | - | ||
| 100 | - | - |
Ylin
323,75VWAP
Alin
312,5VaihtoMäärä
3 121,5 9 842 732
VWAP
Ylin
323,75Alin
312,5VaihtoMäärä
3 121,5 9 842 732
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q3-osavuosiraportti | 5.11. 3 päivää |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 7.8. | |
| 2025 Q2-osavuosiraportti | 6.8. | |
| 2025 Q1-osavuosiraportti | 7.5. | |
| 2024 Yhtiökokous | 27.3. | |
| 2024 Q4-osavuosiraportti | 5.2. |
Datan lähde: Millistream, Quartr
Q2-osavuosiraportti
87 päivää sitten‧53 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 Q3-osavuosiraportti | 5.11. 3 päivää |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 7.8. | |
| 2025 Q2-osavuosiraportti | 6.8. | |
| 2025 Q1-osavuosiraportti | 7.5. | |
| 2024 Yhtiökokous | 27.3. | |
| 2024 Q4-osavuosiraportti | 5.2. |
Datan lähde: Millistream, Quartr
3,75 DKK/osake
Viimeisin osinko
3,61 %
Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 18 min sitten·How are there 315,000 on Nordnet for Novo Nordisk, it just shows how blinded many are by "Danish stocks"🥀
- 1 t sitten·Do you think we should go even further down, if so why?22 min sitten·I think the financial statements could take a dive unless they come up with very convincing future prospects.
- 3 t sitten3 t sittenTämä julkaisu on poistettu.
- 13 t sitten · Muokattu·My thoughts Last night I went through Novo's presentation from Q2 once again. Overall, the impression is that the company is still the market leader globally, and has actually achieved good performance in H1 with 18% growth. Unfortunately, what overshadows the downgrade and expectations for the next two quarters of growth. Now the estimate has not come yet, but several Danish analysts predict that the expectations will be lowered slightly within the interval, and what I can sniff out is an estimate for 2025 growth of 8%. This is certainly for a company that is in one of the biggest crises. The management was surprised by the copycat medicine and the authorities' reluctance towards the illegal sales from May, which actually violate patent rights for the pharmaceutical industry. In reality, a pretty serious problem for research and investments. Both management and the board are currently using all tools and thinking outside the box. Some things will work, others will not. But what stands out is that they do not want to act passively, but future-proof the company for products through acquisitions, etc. At the same time, news will soon be coming regarding the decision of the latest acquisitions, the Alzheimer's study with low probability, Medicaid price negotiations, Trump's most favored nation, Pill approval for oral wegovy and Novo first on the market and Cagrisema (which disappointed the market in 2024), head to head against zepbound for best weight loss, here Cagrisema is still warm. Several of them can also give high single-double digit increases if successful. The prices have already been lowered by analysts and predict between 150-200 dollars, while speculation about Novo potentially negotiating expansion of their weight loss drug coverage in the public sector, or direct negotiation with the government for a lower price with a crackdown on generic drugs? The Alzheimer's study will probably fall to the ground, but the uncertainty and negativity are very much priced in. I speculate that the international market will continue to provide solid growth as in H1, albeit less in volume than the US and with more markets to enter, it could help Novo here and now. If Novo can positively surprise, and just continue to be in the direction of the midpoint of guidance, or some good news in the back pocket with the financial statements, it could potentially increase by double digits with so much negative pricing in. Eliy delivers a great financial statement, but it is also priced relatively for that. I will consider in the next few days whether I should double my position to 10% of the portfolio in Novo or have money ready on the seat line for the opening with a positive financial statement, if the narrative changes a little, it could potentially break the negative step and increase steadily, Novo should reach a real fair value based on DCF analyses of 450-550 kr with current estimates towards 2030. From about 2027, Novo will be able to buy 5% of the shares via share buybacks of the cash flow annually. So in the long term, even if sales stall, they will be able to create value for their shareholders, which is what the active major shareholder will probably focus on.
- 14 t sitten · Muokattu·The PE ratio is now lower than it was when Novo Nordisk did not have obesity medicine, that is, before the entire growth segment for weight loss/metabolism drugs existed. For example: at the end of 2016, Novo Nordisk had a P/E of approx. 13.5. Now the P/E ratio is around 12.93! I would recommend using this opportunity well, and enduring the volatility for a period.
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 Copenhagen
Määrä
Osto
3 228 281
Myynti
Määrä
3 220 654
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 7 | - | - | ||
| 100 | - | - | ||
| 400 | - | - | ||
| 300 | - | - | ||
| 100 | - | - |
Ylin
323,75VWAP
Alin
312,5VaihtoMäärä
3 121,5 9 842 732
VWAP
Ylin
323,75Alin
312,5VaihtoMäärä
3 121,5 9 842 732
Välittäjätilasto
Dataa ei löytynyt