2025 Q4 -tulosraportti
14 päivää sitten
‧35 min
1,50 SEK/osake
Irtoamispäivä 13.5.
0,50%Tuotto/v
Tarjoustasot
Nasdaq Stockholm
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 107 | - | - | ||
| 334 | - | - | ||
| 308 | - | - | ||
| 300 | - | - | ||
| 26 | - | - |
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Pareto Securities AS | 581 000 | 581 000 | 0 | 581 000 |
| Anonyymi | 652 610 | 652 610 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Pareto Securities AS | 581 000 | 581 000 | 0 | 581 000 |
| Anonyymi | 652 610 | 652 610 | 0 | 0 |
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 5.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 24.2. | ||
2025 Q3 -tulosraportti 28.10.2025 | ||
2025 Q2 -tulosraportti 22.7.2025 | ||
2025 Q1 -tulosraportti 6.5.2025 | ||
2024 Q4 -tulosraportti 11.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·11 t sittenHanza 2028: 14md in net sales and 9% margin corresponds to an annual growth of 12% and an increased margin by 1 percentage point. Many large acquisitions have been completed, in the near term I expect increased organic growth through synergies and integration of BMK and other acquisitions. I have a good feeling!
4.3.4.3.Any experts or experienced investor here- What will be the effect of ongoing war on this stock and in general in the market?
·4.3.Was a bit lazy and let AI provide a summary. Deems the arguments reasonable. “The conflict in the Middle East, as well as broader geopolitical unrest, can benefit the Swedish contract manufacturer Hanza AB primarily through increased demand within the defense industry and an accelerated trend of "nearshoring" (local production) in Europe. Here are the main reasons why the conflict can positively affect Hanza: Increased demand in the defense segment (LYNX program): As the global security situation deteriorates, including in the Middle East, countries' defense budgets increase. Hanza has actively invested in the defense industry through its LYNX program, which focuses on delivering mechanics, electronics, and cabling to defense customers. Through acquisitions like Milectria, they have strengthened their capacity in electrical systems for the defense industry. Nearshoring and "friend-shoring": Conflicts and shipping problems (e.g., in the Red Sea) show the vulnerability of global supply chains. This drives the need to move production closer to the end customer (nearshoring). Hanza has a business model based on regional manufacturing clusters in Europe, making them an attractive partner when companies want to reduce their dependence on Asian production. Strengthened position in Germany: Hanza has acquired the German BMK Group, making them one of the largest EMS players (Electronics Manufacturing Services) in Europe. Germany is a rapidly growing defense market, and this presence positions Hanza well to participate in increased defense orders in Central Europe. Investments in local production: Hanza has inaugurated new factories in the Nordics (e.g., Årjäng) to meet the increased demand from the defense and security industry, which supports their ability to handle increased order flows from an uncertain world. In summary, Hanza benefits from geopolitical uncertainty increasing the need for local, reliable contract manufacturing (especially in defense) instead of long and uncertain global logistics chains. It is worth noting, however, that a widespread conflict can also lead to increased shipping costs and general disruptions in the global economy, which can affect supply chains even for European companies.”
·27.2.With new targets for 2028: Revenue: 13 Mdkr EBITA margin: 9% Which I think is conservative given the latest report and presentation by the CEO. So a reasonable valuation at EV/EBITA of 14x is 271 SEK in share price. That is strong and should lead to a good share price increase. If we also consider that the CEO tends to be cautious and always achieves targets, there should be more upside. With both more defense industry (higher margins) and new acquisitions.
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
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.
2025 Q4 -tulosraportti
14 päivää sitten
‧35 min
1,50 SEK/osake
Irtoamispäivä 13.5.
0,50%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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·11 t sittenHanza 2028: 14md in net sales and 9% margin corresponds to an annual growth of 12% and an increased margin by 1 percentage point. Many large acquisitions have been completed, in the near term I expect increased organic growth through synergies and integration of BMK and other acquisitions. I have a good feeling!
- 4.3.4.3.Any experts or experienced investor here- What will be the effect of ongoing war on this stock and in general in the market?·4.3.Was a bit lazy and let AI provide a summary. Deems the arguments reasonable. “The conflict in the Middle East, as well as broader geopolitical unrest, can benefit the Swedish contract manufacturer Hanza AB primarily through increased demand within the defense industry and an accelerated trend of "nearshoring" (local production) in Europe. Here are the main reasons why the conflict can positively affect Hanza: Increased demand in the defense segment (LYNX program): As the global security situation deteriorates, including in the Middle East, countries' defense budgets increase. Hanza has actively invested in the defense industry through its LYNX program, which focuses on delivering mechanics, electronics, and cabling to defense customers. Through acquisitions like Milectria, they have strengthened their capacity in electrical systems for the defense industry. Nearshoring and "friend-shoring": Conflicts and shipping problems (e.g., in the Red Sea) show the vulnerability of global supply chains. This drives the need to move production closer to the end customer (nearshoring). Hanza has a business model based on regional manufacturing clusters in Europe, making them an attractive partner when companies want to reduce their dependence on Asian production. Strengthened position in Germany: Hanza has acquired the German BMK Group, making them one of the largest EMS players (Electronics Manufacturing Services) in Europe. Germany is a rapidly growing defense market, and this presence positions Hanza well to participate in increased defense orders in Central Europe. Investments in local production: Hanza has inaugurated new factories in the Nordics (e.g., Årjäng) to meet the increased demand from the defense and security industry, which supports their ability to handle increased order flows from an uncertain world. In summary, Hanza benefits from geopolitical uncertainty increasing the need for local, reliable contract manufacturing (especially in defense) instead of long and uncertain global logistics chains. It is worth noting, however, that a widespread conflict can also lead to increased shipping costs and general disruptions in the global economy, which can affect supply chains even for European companies.”
- ·27.2.With new targets for 2028: Revenue: 13 Mdkr EBITA margin: 9% Which I think is conservative given the latest report and presentation by the CEO. So a reasonable valuation at EV/EBITA of 14x is 271 SEK in share price. That is strong and should lead to a good share price increase. If we also consider that the CEO tends to be cautious and always achieves targets, there should be more upside. With both more defense industry (higher margins) and new acquisitions.
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 Stockholm
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 107 | - | - | ||
| 334 | - | - | ||
| 308 | - | - | ||
| 300 | - | - | ||
| 26 | - | - |
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Pareto Securities AS | 581 000 | 581 000 | 0 | 581 000 |
| Anonyymi | 652 610 | 652 610 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Pareto Securities AS | 581 000 | 581 000 | 0 | 581 000 |
| Anonyymi | 652 610 | 652 610 | 0 | 0 |
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 5.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 24.2. | ||
2025 Q3 -tulosraportti 28.10.2025 | ||
2025 Q2 -tulosraportti 22.7.2025 | ||
2025 Q1 -tulosraportti 6.5.2025 | ||
2024 Q4 -tulosraportti 11.2.2025 |
2025 Q4 -tulosraportti
14 päivää sitten
‧35 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 Q1 -tulosraportti 5.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 24.2. | ||
2025 Q3 -tulosraportti 28.10.2025 | ||
2025 Q2 -tulosraportti 22.7.2025 | ||
2025 Q1 -tulosraportti 6.5.2025 | ||
2024 Q4 -tulosraportti 11.2.2025 |
1,50 SEK/osake
Irtoamispäivä 13.5.
0,50%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·11 t sittenHanza 2028: 14md in net sales and 9% margin corresponds to an annual growth of 12% and an increased margin by 1 percentage point. Many large acquisitions have been completed, in the near term I expect increased organic growth through synergies and integration of BMK and other acquisitions. I have a good feeling!
- 4.3.4.3.Any experts or experienced investor here- What will be the effect of ongoing war on this stock and in general in the market?·4.3.Was a bit lazy and let AI provide a summary. Deems the arguments reasonable. “The conflict in the Middle East, as well as broader geopolitical unrest, can benefit the Swedish contract manufacturer Hanza AB primarily through increased demand within the defense industry and an accelerated trend of "nearshoring" (local production) in Europe. Here are the main reasons why the conflict can positively affect Hanza: Increased demand in the defense segment (LYNX program): As the global security situation deteriorates, including in the Middle East, countries' defense budgets increase. Hanza has actively invested in the defense industry through its LYNX program, which focuses on delivering mechanics, electronics, and cabling to defense customers. Through acquisitions like Milectria, they have strengthened their capacity in electrical systems for the defense industry. Nearshoring and "friend-shoring": Conflicts and shipping problems (e.g., in the Red Sea) show the vulnerability of global supply chains. This drives the need to move production closer to the end customer (nearshoring). Hanza has a business model based on regional manufacturing clusters in Europe, making them an attractive partner when companies want to reduce their dependence on Asian production. Strengthened position in Germany: Hanza has acquired the German BMK Group, making them one of the largest EMS players (Electronics Manufacturing Services) in Europe. Germany is a rapidly growing defense market, and this presence positions Hanza well to participate in increased defense orders in Central Europe. Investments in local production: Hanza has inaugurated new factories in the Nordics (e.g., Årjäng) to meet the increased demand from the defense and security industry, which supports their ability to handle increased order flows from an uncertain world. In summary, Hanza benefits from geopolitical uncertainty increasing the need for local, reliable contract manufacturing (especially in defense) instead of long and uncertain global logistics chains. It is worth noting, however, that a widespread conflict can also lead to increased shipping costs and general disruptions in the global economy, which can affect supply chains even for European companies.”
- ·27.2.With new targets for 2028: Revenue: 13 Mdkr EBITA margin: 9% Which I think is conservative given the latest report and presentation by the CEO. So a reasonable valuation at EV/EBITA of 14x is 271 SEK in share price. That is strong and should lead to a good share price increase. If we also consider that the CEO tends to be cautious and always achieves targets, there should be more upside. With both more defense industry (higher margins) and new acquisitions.
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 Stockholm
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 107 | - | - | ||
| 334 | - | - | ||
| 308 | - | - | ||
| 300 | - | - | ||
| 26 | - | - |
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Pareto Securities AS | 581 000 | 581 000 | 0 | 581 000 |
| Anonyymi | 652 610 | 652 610 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Pareto Securities AS | 581 000 | 581 000 | 0 | 581 000 |
| Anonyymi | 652 610 | 652 610 | 0 | 0 |