2026 Q1 -tulosraportti
59 päivää sitten
‧1 t 2 min
7,95 DKK/osake
Viimeisin osinko
3,52%Tuotto/v
Tarjoustasot
Ei dataa
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 5.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 6.5. | ||
Vuosittainen yhtiökokous 2026 26.3. | ||
2025 Q4 -tulosraportti 4.2. | ||
Ylimääräinen yhtiökokous 2025 14.11.2025 | ||
2025 Q3 -tulosraportti 5.11.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·5 t sittenNew analysis, taking into account both technical and fundamental factors: After a thorough multifactor analysis, I have now updated my model for Novo. I have combined discounted cash flow DCF with comparable company multiples EV EBITDA and P E forward as well as technical overlay via Fibonacci retracement levels Ichimoku Cloud and MACD histogram divergence fundamental highlights include Ozempic and Wegovy which continue with hyperbolic sales growth driven by GLP 1 pipeline expansion and label expansions into new indications NASH Alzheimer OSA while gross margin expansion is over 200 bps annually due to capacity ramp up in Kalundborg and new production facilities with strong free cash flow conversion and ROIC over 45 percent the company is a real economic moat monster with patent cliff hedging via next gen oral semaglutide and CagriSema technically the stock has broken out of an 18-month ascending triangle with increasing volume profile RSI shows bullish divergence on weekly timeframe and 200-day EMA acts as strong dynamic support while Bollinger Band squeeze indicates impending upward volatility expansion my proprietary hybrid model which weighs both quantitative sentiment analysis from earnings calls and order flow toxicity now points to a fair value of 646 kr by the end of 2027 this corresponds to a CAGR of 18 to 22 percent from current levels including dividend reinvestment and share buyback accretion bull case if CagriSema becomes a blockbuster can go towards 820 to 950 kr while bear case still lies comfortably above 500 kr I have therefore increased my position further with a collar strategy to protect downside while retaining upside what do you think are you still bullish on Novo or do you see peak GLP 1 hype already priced in. Well, now the nurse is coming with my medicine, so now I don't have time to write more
The best model for valuation is insider knowledge, i.e., the management! If one trusts it, then buy/sell based on its announcements, if not, then sell! I am long in Novo🤗
·5 t sittenDo we think E Lilly will have a a downturn for the first time? They can't talk their way out of this one.. what do you others think, that must be a huge plus for Novo Nordisk
LLY misses out with Foundayo, don't they have anything in pill form ready at all! Novo's SNACK technology makes NN winners👍👍 That has been evident from Mike's big smile for a long time😊👏 But also spare a thought for Lars Fruergaard, he also said it between the lines and has a large part of the credit when it happens👍
·7 t sittenChat GPT is strongly biased for LLY, which is not surprising, as it operates with consensus. One finds all the optimistic and likewise pessimistic arguments for the two companies. But if you press it for numbers and ask it to relate to them, the message is suddenly different!? Try to see what it writes here: To calculate the percentage difference (how much larger the capital inflow is compared to the outflow), we take the difference between the two figures and measure it against the outflow.The calculation result shows an extremely significant difference, which in black and white confirms your thesis about the massive accumulation in Novo Nordisk:Novo Nordisk (NVO): The inflow is 75.60 % greater than the outflow.Eli Lilly (LLY): The inflow is merely 4.57 % greater than the outflow.What the numbers tell about trading activityWhen we compare the two percentages, the institutional behavior becomes very clear:Aggressive accumulation in Novo Nordisk: For every dollar withdrawn from the Novo stock, almost 1.76 dollars flow into it. Funds aggressively absorb the available shares in the market, which is the classic sign of an intensified accumulation phase, while the price is low.Close to equilibrium (Distribution) in Eli Lilly: Although the total volumes in Lilly are enormous, the balance between buying and selling is almost 1:1 (only 4.57 % difference). This means that an enormous volume of trading (churn) is taking place, where large positions change hands rapidly. Institutional investors are effectively just covering each other's trades and distributing large blocks of shares to new buyers, while the price is at its peak.Actually, the conclusion on Novo I have mentioned before, the difference between short-term and long-term investor approach.
·9 t sittenA significant part of the mentioned problems is also seen with Rybelsus, which is the Danish version of the Wegovy pill. See promedicin.dk/Rybelsus
I think the side effect profile is significantly different.. when one takes a pill daily versus injecting oneself weekly- ·10 t sitten · MuokattuI guess Foundayo will soon be taken off the market due to serious side effects (which Lilly strongly warns against on the website, pop-up warning on the front page) and the lack of sales. That must simply damage Lilly's reputation too much and the scandals on could be on the way. Novo back at price 500-650Yes, that is indeed a warning that cannot be ignored, and Wegovy doesn't have those, so yes, interesting if they have to wait for their next pill 👌😬
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
59 päivää sitten
‧1 t 2 min
7,95 DKK/osake
Viimeisin osinko
3,52%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
- ·5 t sittenNew analysis, taking into account both technical and fundamental factors: After a thorough multifactor analysis, I have now updated my model for Novo. I have combined discounted cash flow DCF with comparable company multiples EV EBITDA and P E forward as well as technical overlay via Fibonacci retracement levels Ichimoku Cloud and MACD histogram divergence fundamental highlights include Ozempic and Wegovy which continue with hyperbolic sales growth driven by GLP 1 pipeline expansion and label expansions into new indications NASH Alzheimer OSA while gross margin expansion is over 200 bps annually due to capacity ramp up in Kalundborg and new production facilities with strong free cash flow conversion and ROIC over 45 percent the company is a real economic moat monster with patent cliff hedging via next gen oral semaglutide and CagriSema technically the stock has broken out of an 18-month ascending triangle with increasing volume profile RSI shows bullish divergence on weekly timeframe and 200-day EMA acts as strong dynamic support while Bollinger Band squeeze indicates impending upward volatility expansion my proprietary hybrid model which weighs both quantitative sentiment analysis from earnings calls and order flow toxicity now points to a fair value of 646 kr by the end of 2027 this corresponds to a CAGR of 18 to 22 percent from current levels including dividend reinvestment and share buyback accretion bull case if CagriSema becomes a blockbuster can go towards 820 to 950 kr while bear case still lies comfortably above 500 kr I have therefore increased my position further with a collar strategy to protect downside while retaining upside what do you think are you still bullish on Novo or do you see peak GLP 1 hype already priced in. Well, now the nurse is coming with my medicine, so now I don't have time to write moreThe best model for valuation is insider knowledge, i.e., the management! If one trusts it, then buy/sell based on its announcements, if not, then sell! I am long in Novo🤗
- ·5 t sittenDo we think E Lilly will have a a downturn for the first time? They can't talk their way out of this one.. what do you others think, that must be a huge plus for Novo NordiskLLY misses out with Foundayo, don't they have anything in pill form ready at all! Novo's SNACK technology makes NN winners👍👍 That has been evident from Mike's big smile for a long time😊👏 But also spare a thought for Lars Fruergaard, he also said it between the lines and has a large part of the credit when it happens👍
- ·7 t sittenChat GPT is strongly biased for LLY, which is not surprising, as it operates with consensus. One finds all the optimistic and likewise pessimistic arguments for the two companies. But if you press it for numbers and ask it to relate to them, the message is suddenly different!? Try to see what it writes here: To calculate the percentage difference (how much larger the capital inflow is compared to the outflow), we take the difference between the two figures and measure it against the outflow.The calculation result shows an extremely significant difference, which in black and white confirms your thesis about the massive accumulation in Novo Nordisk:Novo Nordisk (NVO): The inflow is 75.60 % greater than the outflow.Eli Lilly (LLY): The inflow is merely 4.57 % greater than the outflow.What the numbers tell about trading activityWhen we compare the two percentages, the institutional behavior becomes very clear:Aggressive accumulation in Novo Nordisk: For every dollar withdrawn from the Novo stock, almost 1.76 dollars flow into it. Funds aggressively absorb the available shares in the market, which is the classic sign of an intensified accumulation phase, while the price is low.Close to equilibrium (Distribution) in Eli Lilly: Although the total volumes in Lilly are enormous, the balance between buying and selling is almost 1:1 (only 4.57 % difference). This means that an enormous volume of trading (churn) is taking place, where large positions change hands rapidly. Institutional investors are effectively just covering each other's trades and distributing large blocks of shares to new buyers, while the price is at its peak.Actually, the conclusion on Novo I have mentioned before, the difference between short-term and long-term investor approach.
- ·9 t sittenA significant part of the mentioned problems is also seen with Rybelsus, which is the Danish version of the Wegovy pill. See promedicin.dk/RybelsusI think the side effect profile is significantly different.. when one takes a pill daily versus injecting oneself weekly
- ·10 t sitten · MuokattuI guess Foundayo will soon be taken off the market due to serious side effects (which Lilly strongly warns against on the website, pop-up warning on the front page) and the lack of sales. That must simply damage Lilly's reputation too much and the scandals on could be on the way. Novo back at price 500-650Yes, that is indeed a warning that cannot be ignored, and Wegovy doesn't have those, so yes, interesting if they have to wait for their next pill 👌😬
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
Ei dataa
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 5.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 6.5. | ||
Vuosittainen yhtiökokous 2026 26.3. | ||
2025 Q4 -tulosraportti 4.2. | ||
Ylimääräinen yhtiökokous 2025 14.11.2025 | ||
2025 Q3 -tulosraportti 5.11.2025 |
2026 Q1 -tulosraportti
59 päivää sitten
‧1 t 2 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 5.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 6.5. | ||
Vuosittainen yhtiökokous 2026 26.3. | ||
2025 Q4 -tulosraportti 4.2. | ||
Ylimääräinen yhtiökokous 2025 14.11.2025 | ||
2025 Q3 -tulosraportti 5.11.2025 |
7,95 DKK/osake
Viimeisin osinko
3,52%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·5 t sittenNew analysis, taking into account both technical and fundamental factors: After a thorough multifactor analysis, I have now updated my model for Novo. I have combined discounted cash flow DCF with comparable company multiples EV EBITDA and P E forward as well as technical overlay via Fibonacci retracement levels Ichimoku Cloud and MACD histogram divergence fundamental highlights include Ozempic and Wegovy which continue with hyperbolic sales growth driven by GLP 1 pipeline expansion and label expansions into new indications NASH Alzheimer OSA while gross margin expansion is over 200 bps annually due to capacity ramp up in Kalundborg and new production facilities with strong free cash flow conversion and ROIC over 45 percent the company is a real economic moat monster with patent cliff hedging via next gen oral semaglutide and CagriSema technically the stock has broken out of an 18-month ascending triangle with increasing volume profile RSI shows bullish divergence on weekly timeframe and 200-day EMA acts as strong dynamic support while Bollinger Band squeeze indicates impending upward volatility expansion my proprietary hybrid model which weighs both quantitative sentiment analysis from earnings calls and order flow toxicity now points to a fair value of 646 kr by the end of 2027 this corresponds to a CAGR of 18 to 22 percent from current levels including dividend reinvestment and share buyback accretion bull case if CagriSema becomes a blockbuster can go towards 820 to 950 kr while bear case still lies comfortably above 500 kr I have therefore increased my position further with a collar strategy to protect downside while retaining upside what do you think are you still bullish on Novo or do you see peak GLP 1 hype already priced in. Well, now the nurse is coming with my medicine, so now I don't have time to write moreThe best model for valuation is insider knowledge, i.e., the management! If one trusts it, then buy/sell based on its announcements, if not, then sell! I am long in Novo🤗
- ·5 t sittenDo we think E Lilly will have a a downturn for the first time? They can't talk their way out of this one.. what do you others think, that must be a huge plus for Novo NordiskLLY misses out with Foundayo, don't they have anything in pill form ready at all! Novo's SNACK technology makes NN winners👍👍 That has been evident from Mike's big smile for a long time😊👏 But also spare a thought for Lars Fruergaard, he also said it between the lines and has a large part of the credit when it happens👍
- ·7 t sittenChat GPT is strongly biased for LLY, which is not surprising, as it operates with consensus. One finds all the optimistic and likewise pessimistic arguments for the two companies. But if you press it for numbers and ask it to relate to them, the message is suddenly different!? Try to see what it writes here: To calculate the percentage difference (how much larger the capital inflow is compared to the outflow), we take the difference between the two figures and measure it against the outflow.The calculation result shows an extremely significant difference, which in black and white confirms your thesis about the massive accumulation in Novo Nordisk:Novo Nordisk (NVO): The inflow is 75.60 % greater than the outflow.Eli Lilly (LLY): The inflow is merely 4.57 % greater than the outflow.What the numbers tell about trading activityWhen we compare the two percentages, the institutional behavior becomes very clear:Aggressive accumulation in Novo Nordisk: For every dollar withdrawn from the Novo stock, almost 1.76 dollars flow into it. Funds aggressively absorb the available shares in the market, which is the classic sign of an intensified accumulation phase, while the price is low.Close to equilibrium (Distribution) in Eli Lilly: Although the total volumes in Lilly are enormous, the balance between buying and selling is almost 1:1 (only 4.57 % difference). This means that an enormous volume of trading (churn) is taking place, where large positions change hands rapidly. Institutional investors are effectively just covering each other's trades and distributing large blocks of shares to new buyers, while the price is at its peak.Actually, the conclusion on Novo I have mentioned before, the difference between short-term and long-term investor approach.
- ·9 t sittenA significant part of the mentioned problems is also seen with Rybelsus, which is the Danish version of the Wegovy pill. See promedicin.dk/RybelsusI think the side effect profile is significantly different.. when one takes a pill daily versus injecting oneself weekly
- ·10 t sitten · MuokattuI guess Foundayo will soon be taken off the market due to serious side effects (which Lilly strongly warns against on the website, pop-up warning on the front page) and the lack of sales. That must simply damage Lilly's reputation too much and the scandals on could be on the way. Novo back at price 500-650Yes, that is indeed a warning that cannot be ignored, and Wegovy doesn't have those, so yes, interesting if they have to wait for their next pill 👌😬
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
Ei dataa
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