2026 Q2 -tulosraportti
15 päivää sitten
‧39 min
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 9 004 | - | - | ||
| 3 466 | - | - | ||
| 10 000 | - | - | ||
| 12 792 | - | - | ||
| 4 738 | - | - |
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 18.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 19.8. | ||
2026 Q1 -tulosraportti 20.5. | ||
2025 Q4 -tulosraportti 25.2. | ||
2025 Q3 -tulosraportti 19.11.2025 | ||
2025 Q2 -tulosraportti 28.8.2025 |
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
Kirjaudu
·14 t sittenHave looked a bit more at the competitors of VOW/Scanship, and it actually looks quite good. Scanship still seems to have around 65–70 % market share on the larger cruise ships, approximately the same level as historically. Find nothing to suggest they are losing position. So far this year, they have reported contracts for 7 new cruise ships for EUR 40.6 mill., and I find no similar volume from Evac or Hamworthy, who are the main competitors. What I find most interesting is actually that Scanship seems to retain its enormous market share while the old bad contracts disappear. In Q2, 71 % of Maritime revenue came from new contracts with better terms, and the margin was suddenly 20.4 %. So they don't really need to gain market share – it's enough to retain what they have and actually make a proper profit on the contracts. MSC/Meyer will be an exciting test. There are potentially 4 ships + 2 options for a completely new ship platform. If Scanship wins that one too, I think it's quite strong proof that the ~70 % position also holds for the next generation of cruise ships.
It will be exciting to see what industrials aftersale will contribute, these are systems that are run 24/7- ·18 t sittenI believe VOW will get a rather tidy refinancing with DNB in Q3. Most likely a new 3–4 year term with a term loan + overdraft/trade finance, more realistic covenants, and no equity issue. The strongest signal is that DNB already in February removed the extra 3 % PIK interest that was added on top of NIBOR + 3.4 % – meaning they reduced the risk premium before Q2 showed a strong improvement in results. Now VOW is back in positive operation, and the temporary extra liquidity facility has been terminated. I believe this will be a normalization of the banking relationship.
·23 t sittenGive it a month or two. None of the new major shareholders have made a move after the acquisition. Alpine capital is probably short-term, but will likely not sell before they have 10-20% profit. The other two are long-term. Real cornerstone giants. These will not sell for a long time before a new mega-large partner for industrials or similar has been found. By the way, I did some searching on scanship/VOW's competitors. Such as Evac group etc. None have announced any contracts in the last half year. It is therefore clear, as Gunnar said at q2, that it is the calm before the storm. And that they have not lost any market shares. At least there is nothing to indicate that for now (even though it has been quiet for brand new contracts last quarter). Regarding covenants, they also reported nothing about this for Q3 at the q2 presentation. That makes me reasonably sure that they have control. In recent quarters, they have been extremely meticulous in solving such problems very early, and both at the q4 and q1 presentations, such problems for the upcoming quarter were already solved and sorted out with DnB. The fact that we heard nothing now at q2 about new information regarding covenants going forward, together with Audley's acquisition, makes me rock-solid sure that they have covenants under control for Q3. And further going forward. What the stock will do in the coming days, nobody knows. But if you ask me, anything under 2,5 is a super buying opportunity for the slightly more long-term investor.This has to be one of the dumbest things I've ever heard. But good luck👍
·1 päivä sittenWhy is Vow falling today?How it goes from day to day is pure speculation. Even from week to week. We can talk again in a month. If it's still down then I will explain.
·2 päivää sittenKristofer Solvang is behind the company that has bought 2 000 000 shares. Alpine Capital AS is a Norwegian public limited company based in Oslo that engages in investments in shares, securities and real estate, as well as consulting activities. The company was established in 2005 and is registered under organization number 989 120 360.Company informationAddress: Østre Holmensvingen 3, 0774 OsloChairman of the Board: Lars Harald BrinchmannCore business: Investments and participation in other businesses
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
15 päivää sitten
‧39 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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·14 t sittenHave looked a bit more at the competitors of VOW/Scanship, and it actually looks quite good. Scanship still seems to have around 65–70 % market share on the larger cruise ships, approximately the same level as historically. Find nothing to suggest they are losing position. So far this year, they have reported contracts for 7 new cruise ships for EUR 40.6 mill., and I find no similar volume from Evac or Hamworthy, who are the main competitors. What I find most interesting is actually that Scanship seems to retain its enormous market share while the old bad contracts disappear. In Q2, 71 % of Maritime revenue came from new contracts with better terms, and the margin was suddenly 20.4 %. So they don't really need to gain market share – it's enough to retain what they have and actually make a proper profit on the contracts. MSC/Meyer will be an exciting test. There are potentially 4 ships + 2 options for a completely new ship platform. If Scanship wins that one too, I think it's quite strong proof that the ~70 % position also holds for the next generation of cruise ships.It will be exciting to see what industrials aftersale will contribute, these are systems that are run 24/7
- ·18 t sittenI believe VOW will get a rather tidy refinancing with DNB in Q3. Most likely a new 3–4 year term with a term loan + overdraft/trade finance, more realistic covenants, and no equity issue. The strongest signal is that DNB already in February removed the extra 3 % PIK interest that was added on top of NIBOR + 3.4 % – meaning they reduced the risk premium before Q2 showed a strong improvement in results. Now VOW is back in positive operation, and the temporary extra liquidity facility has been terminated. I believe this will be a normalization of the banking relationship.
- ·23 t sittenGive it a month or two. None of the new major shareholders have made a move after the acquisition. Alpine capital is probably short-term, but will likely not sell before they have 10-20% profit. The other two are long-term. Real cornerstone giants. These will not sell for a long time before a new mega-large partner for industrials or similar has been found. By the way, I did some searching on scanship/VOW's competitors. Such as Evac group etc. None have announced any contracts in the last half year. It is therefore clear, as Gunnar said at q2, that it is the calm before the storm. And that they have not lost any market shares. At least there is nothing to indicate that for now (even though it has been quiet for brand new contracts last quarter). Regarding covenants, they also reported nothing about this for Q3 at the q2 presentation. That makes me reasonably sure that they have control. In recent quarters, they have been extremely meticulous in solving such problems very early, and both at the q4 and q1 presentations, such problems for the upcoming quarter were already solved and sorted out with DnB. The fact that we heard nothing now at q2 about new information regarding covenants going forward, together with Audley's acquisition, makes me rock-solid sure that they have covenants under control for Q3. And further going forward. What the stock will do in the coming days, nobody knows. But if you ask me, anything under 2,5 is a super buying opportunity for the slightly more long-term investor.This has to be one of the dumbest things I've ever heard. But good luck👍
- ·1 päivä sittenWhy is Vow falling today?How it goes from day to day is pure speculation. Even from week to week. We can talk again in a month. If it's still down then I will explain.
- ·2 päivää sittenKristofer Solvang is behind the company that has bought 2 000 000 shares. Alpine Capital AS is a Norwegian public limited company based in Oslo that engages in investments in shares, securities and real estate, as well as consulting activities. The company was established in 2005 and is registered under organization number 989 120 360.Company informationAddress: Østre Holmensvingen 3, 0774 OsloChairman of the Board: Lars Harald BrinchmannCore business: Investments and participation in other businesses
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 |
|---|---|---|---|---|
| 9 004 | - | - | ||
| 3 466 | - | - | ||
| 10 000 | - | - | ||
| 12 792 | - | - | ||
| 4 738 | - | - |
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 18.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 19.8. | ||
2026 Q1 -tulosraportti 20.5. | ||
2025 Q4 -tulosraportti 25.2. | ||
2025 Q3 -tulosraportti 19.11.2025 | ||
2025 Q2 -tulosraportti 28.8.2025 |
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 -tulosraportti
15 päivää sitten
‧39 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 18.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 19.8. | ||
2026 Q1 -tulosraportti 20.5. | ||
2025 Q4 -tulosraportti 25.2. | ||
2025 Q3 -tulosraportti 19.11.2025 | ||
2025 Q2 -tulosraportti 28.8.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·14 t sittenHave looked a bit more at the competitors of VOW/Scanship, and it actually looks quite good. Scanship still seems to have around 65–70 % market share on the larger cruise ships, approximately the same level as historically. Find nothing to suggest they are losing position. So far this year, they have reported contracts for 7 new cruise ships for EUR 40.6 mill., and I find no similar volume from Evac or Hamworthy, who are the main competitors. What I find most interesting is actually that Scanship seems to retain its enormous market share while the old bad contracts disappear. In Q2, 71 % of Maritime revenue came from new contracts with better terms, and the margin was suddenly 20.4 %. So they don't really need to gain market share – it's enough to retain what they have and actually make a proper profit on the contracts. MSC/Meyer will be an exciting test. There are potentially 4 ships + 2 options for a completely new ship platform. If Scanship wins that one too, I think it's quite strong proof that the ~70 % position also holds for the next generation of cruise ships.It will be exciting to see what industrials aftersale will contribute, these are systems that are run 24/7
- ·18 t sittenI believe VOW will get a rather tidy refinancing with DNB in Q3. Most likely a new 3–4 year term with a term loan + overdraft/trade finance, more realistic covenants, and no equity issue. The strongest signal is that DNB already in February removed the extra 3 % PIK interest that was added on top of NIBOR + 3.4 % – meaning they reduced the risk premium before Q2 showed a strong improvement in results. Now VOW is back in positive operation, and the temporary extra liquidity facility has been terminated. I believe this will be a normalization of the banking relationship.
- ·23 t sittenGive it a month or two. None of the new major shareholders have made a move after the acquisition. Alpine capital is probably short-term, but will likely not sell before they have 10-20% profit. The other two are long-term. Real cornerstone giants. These will not sell for a long time before a new mega-large partner for industrials or similar has been found. By the way, I did some searching on scanship/VOW's competitors. Such as Evac group etc. None have announced any contracts in the last half year. It is therefore clear, as Gunnar said at q2, that it is the calm before the storm. And that they have not lost any market shares. At least there is nothing to indicate that for now (even though it has been quiet for brand new contracts last quarter). Regarding covenants, they also reported nothing about this for Q3 at the q2 presentation. That makes me reasonably sure that they have control. In recent quarters, they have been extremely meticulous in solving such problems very early, and both at the q4 and q1 presentations, such problems for the upcoming quarter were already solved and sorted out with DnB. The fact that we heard nothing now at q2 about new information regarding covenants going forward, together with Audley's acquisition, makes me rock-solid sure that they have covenants under control for Q3. And further going forward. What the stock will do in the coming days, nobody knows. But if you ask me, anything under 2,5 is a super buying opportunity for the slightly more long-term investor.This has to be one of the dumbest things I've ever heard. But good luck👍
- ·1 päivä sittenWhy is Vow falling today?How it goes from day to day is pure speculation. Even from week to week. We can talk again in a month. If it's still down then I will explain.
- ·2 päivää sittenKristofer Solvang is behind the company that has bought 2 000 000 shares. Alpine Capital AS is a Norwegian public limited company based in Oslo that engages in investments in shares, securities and real estate, as well as consulting activities. The company was established in 2005 and is registered under organization number 989 120 360.Company informationAddress: Østre Holmensvingen 3, 0774 OsloChairman of the Board: Lars Harald BrinchmannCore business: Investments and participation in other businesses
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 |
|---|---|---|---|---|
| 9 004 | - | - | ||
| 3 466 | - | - | ||
| 10 000 | - | - | ||
| 12 792 | - | - | ||
| 4 738 | - | - |
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