2026 Q1 -tulosraportti
89 päivää sitten
‧31 min
1,94 NOK/osake
Viimeisin osinko
0,00%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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 21.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 6.5. | ||
2025 Q4 -tulosraportti 30.1. | ||
2025 Q3 -tulosraportti 30.10.2025 | ||
2025 Q2 -tulosraportti 19.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·11 t sittenNot entirely comparable yet, but still; Scatec buys project in Romania for 2,18 Eur/W. Totalenergies sells 50 percent of project to KKR for 3 Eur/W. So then it probably wasn't such a bad price Scatec paid after all in today's market. Will be a good addition for cashflow going forward. I think this will be good in the long run.
AI's check believes KKR only paid 1.5 Eur/W: TotalEnergies has entered into an agreement with an insurance account managed by KKR for the sale of 50 % in a 1.2 GW portfolio of onshore solar and wind in Europe. The portfolio's enterprise value is EUR 1.8 billion. The portfolio consists of assets in Germany, Spain, France, and Poland. The calculation: EUR 1.8 billion / 1.2 GW = ~EUR 1.5/W – not 3. The EUR 1.8 billion is the EV for the entire portfolio (100 %), not the price for the 50 % share. The error that gives 3 EUR/W is to read 1.8 billion as the consideration for half, and then multiply up: 3.6 billion / 1.2 GW = 3.0. That's almost certainly where the number comes from. Two further clarifications: (i) it is a portfolio across four countries, not one project; (ii) KKR is not paying EUR 1.8 billion in cash – they are buying 50 % of the equity, i.e., 50 % × (EV − net project debt). With typical 60–70 % gearing, the actual cash consideration is probably in the order of EUR 250–350m. Neither of these details is disclosed, so it's my calculation, not fact. Why this is relevant for Scatec – and it is: This is a fresh, hard data point that the European divestment market is liquid right now. TotalEnergies itself describes it as confirmation of the ability to execute partial farm-downs year after year, and the buyer is insurance capital – the most price-sensitive, return-driven type of capital available. That KKR insurance bids on German/Spanish/French/Polish solar and wind in August 2026, despite interest rates, directly supports the rationale I outlined for Urleasca: EU assets are the liquid currency in the recycling machine. But be precise about the limits of the interpretation. This says something about the appetite for European assets. Scatec's portfolio is located in Egypt, South Africa, the Philippines, and Brazil – where the buyer base is thinner and return requirements are higher. A liquid EU transaction does not prove that Scatec can divest in Egypt at a good price. It supports the European leg (Romania), not the core. And then the uncomfortable comparison: Total sells developed/operating European solar+wind at ~EUR 1.5/W EV. Scatec buys an undeveloped Romanian wind project for EUR 168m / 77 MW = ~EUR 2.2/W. At first glance, it looks bad. But it's not apples to apples, and I don't want to overinterpret: solar typically costs EUR 0.6–0.9/W, onshore wind EUR 1.3–1.8/W, so a mixed portfolio heavy on solar naturally lands lower per watt than a pure wind project. Without Total's mix distribution, the comparison cannot be decided. What remains, however: EUR 2.2/W is high even for pure onshore wind in Europe, and the difference against normal construction cost (~1.4–1.6) is the developer premium Scatec paid OX2. Whether that premium was reasonable is determined by equity IRR – which is still not disclosed.
·12 t sittenThe Buy Recommendations In early August, Pareto Securities makes one change to the portfolio by divesting Norbit. The rest of the shares are retained. The Pareto portfolio now consists of the following shares: Aker BP, Bakkafrost, CMB.TECH, Constellation Oil Services, DNB, Envipco, Kongsberg Gruppen, Nordic Semiconductor, Scatec, Sentia.
·30.7.Could get a bit scary. Reading that Egypt is drawn into the Iran war. I'm therefore holding off a bit.I see that among the bellwethers in Finansavisen, all transactions have been buys since 20 juli. That should bode well.
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.
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
89 päivää sitten
‧31 min
1,94 NOK/osake
Viimeisin osinko
0,00%Tuotto/v
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
- ·11 t sittenNot entirely comparable yet, but still; Scatec buys project in Romania for 2,18 Eur/W. Totalenergies sells 50 percent of project to KKR for 3 Eur/W. So then it probably wasn't such a bad price Scatec paid after all in today's market. Will be a good addition for cashflow going forward. I think this will be good in the long run.AI's check believes KKR only paid 1.5 Eur/W: TotalEnergies has entered into an agreement with an insurance account managed by KKR for the sale of 50 % in a 1.2 GW portfolio of onshore solar and wind in Europe. The portfolio's enterprise value is EUR 1.8 billion. The portfolio consists of assets in Germany, Spain, France, and Poland. The calculation: EUR 1.8 billion / 1.2 GW = ~EUR 1.5/W – not 3. The EUR 1.8 billion is the EV for the entire portfolio (100 %), not the price for the 50 % share. The error that gives 3 EUR/W is to read 1.8 billion as the consideration for half, and then multiply up: 3.6 billion / 1.2 GW = 3.0. That's almost certainly where the number comes from. Two further clarifications: (i) it is a portfolio across four countries, not one project; (ii) KKR is not paying EUR 1.8 billion in cash – they are buying 50 % of the equity, i.e., 50 % × (EV − net project debt). With typical 60–70 % gearing, the actual cash consideration is probably in the order of EUR 250–350m. Neither of these details is disclosed, so it's my calculation, not fact. Why this is relevant for Scatec – and it is: This is a fresh, hard data point that the European divestment market is liquid right now. TotalEnergies itself describes it as confirmation of the ability to execute partial farm-downs year after year, and the buyer is insurance capital – the most price-sensitive, return-driven type of capital available. That KKR insurance bids on German/Spanish/French/Polish solar and wind in August 2026, despite interest rates, directly supports the rationale I outlined for Urleasca: EU assets are the liquid currency in the recycling machine. But be precise about the limits of the interpretation. This says something about the appetite for European assets. Scatec's portfolio is located in Egypt, South Africa, the Philippines, and Brazil – where the buyer base is thinner and return requirements are higher. A liquid EU transaction does not prove that Scatec can divest in Egypt at a good price. It supports the European leg (Romania), not the core. And then the uncomfortable comparison: Total sells developed/operating European solar+wind at ~EUR 1.5/W EV. Scatec buys an undeveloped Romanian wind project for EUR 168m / 77 MW = ~EUR 2.2/W. At first glance, it looks bad. But it's not apples to apples, and I don't want to overinterpret: solar typically costs EUR 0.6–0.9/W, onshore wind EUR 1.3–1.8/W, so a mixed portfolio heavy on solar naturally lands lower per watt than a pure wind project. Without Total's mix distribution, the comparison cannot be decided. What remains, however: EUR 2.2/W is high even for pure onshore wind in Europe, and the difference against normal construction cost (~1.4–1.6) is the developer premium Scatec paid OX2. Whether that premium was reasonable is determined by equity IRR – which is still not disclosed.
- ·12 t sittenThe Buy Recommendations In early August, Pareto Securities makes one change to the portfolio by divesting Norbit. The rest of the shares are retained. The Pareto portfolio now consists of the following shares: Aker BP, Bakkafrost, CMB.TECH, Constellation Oil Services, DNB, Envipco, Kongsberg Gruppen, Nordic Semiconductor, Scatec, Sentia.
- ·30.7.Could get a bit scary. Reading that Egypt is drawn into the Iran war. I'm therefore holding off a bit.I see that among the bellwethers in Finansavisen, all transactions have been buys since 20 juli. That should bode well.
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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 21.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 6.5. | ||
2025 Q4 -tulosraportti 30.1. | ||
2025 Q3 -tulosraportti 30.10.2025 | ||
2025 Q2 -tulosraportti 19.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 |
2026 Q1 -tulosraportti
89 päivää sitten
‧31 min
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 Q2 -tulosraportti 21.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 6.5. | ||
2025 Q4 -tulosraportti 30.1. | ||
2025 Q3 -tulosraportti 30.10.2025 | ||
2025 Q2 -tulosraportti 19.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 |
1,94 NOK/osake
Viimeisin osinko
0,00%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·11 t sittenNot entirely comparable yet, but still; Scatec buys project in Romania for 2,18 Eur/W. Totalenergies sells 50 percent of project to KKR for 3 Eur/W. So then it probably wasn't such a bad price Scatec paid after all in today's market. Will be a good addition for cashflow going forward. I think this will be good in the long run.AI's check believes KKR only paid 1.5 Eur/W: TotalEnergies has entered into an agreement with an insurance account managed by KKR for the sale of 50 % in a 1.2 GW portfolio of onshore solar and wind in Europe. The portfolio's enterprise value is EUR 1.8 billion. The portfolio consists of assets in Germany, Spain, France, and Poland. The calculation: EUR 1.8 billion / 1.2 GW = ~EUR 1.5/W – not 3. The EUR 1.8 billion is the EV for the entire portfolio (100 %), not the price for the 50 % share. The error that gives 3 EUR/W is to read 1.8 billion as the consideration for half, and then multiply up: 3.6 billion / 1.2 GW = 3.0. That's almost certainly where the number comes from. Two further clarifications: (i) it is a portfolio across four countries, not one project; (ii) KKR is not paying EUR 1.8 billion in cash – they are buying 50 % of the equity, i.e., 50 % × (EV − net project debt). With typical 60–70 % gearing, the actual cash consideration is probably in the order of EUR 250–350m. Neither of these details is disclosed, so it's my calculation, not fact. Why this is relevant for Scatec – and it is: This is a fresh, hard data point that the European divestment market is liquid right now. TotalEnergies itself describes it as confirmation of the ability to execute partial farm-downs year after year, and the buyer is insurance capital – the most price-sensitive, return-driven type of capital available. That KKR insurance bids on German/Spanish/French/Polish solar and wind in August 2026, despite interest rates, directly supports the rationale I outlined for Urleasca: EU assets are the liquid currency in the recycling machine. But be precise about the limits of the interpretation. This says something about the appetite for European assets. Scatec's portfolio is located in Egypt, South Africa, the Philippines, and Brazil – where the buyer base is thinner and return requirements are higher. A liquid EU transaction does not prove that Scatec can divest in Egypt at a good price. It supports the European leg (Romania), not the core. And then the uncomfortable comparison: Total sells developed/operating European solar+wind at ~EUR 1.5/W EV. Scatec buys an undeveloped Romanian wind project for EUR 168m / 77 MW = ~EUR 2.2/W. At first glance, it looks bad. But it's not apples to apples, and I don't want to overinterpret: solar typically costs EUR 0.6–0.9/W, onshore wind EUR 1.3–1.8/W, so a mixed portfolio heavy on solar naturally lands lower per watt than a pure wind project. Without Total's mix distribution, the comparison cannot be decided. What remains, however: EUR 2.2/W is high even for pure onshore wind in Europe, and the difference against normal construction cost (~1.4–1.6) is the developer premium Scatec paid OX2. Whether that premium was reasonable is determined by equity IRR – which is still not disclosed.
- ·12 t sittenThe Buy Recommendations In early August, Pareto Securities makes one change to the portfolio by divesting Norbit. The rest of the shares are retained. The Pareto portfolio now consists of the following shares: Aker BP, Bakkafrost, CMB.TECH, Constellation Oil Services, DNB, Envipco, Kongsberg Gruppen, Nordic Semiconductor, Scatec, Sentia.
- ·30.7.Could get a bit scary. Reading that Egypt is drawn into the Iran war. I'm therefore holding off a bit.I see that among the bellwethers in Finansavisen, all transactions have been buys since 20 juli. That should bode well.
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