2025 Q4 -tulosraportti
UUTTA
Tänään
‧30 min
1,20 SEK/osake
Viimeisin osinko
0,00%Tuotto/v
Tarjoustasot
Nasdaq Stockholm
Määrä
Osto
3 419 852
Myynti
Määrä
3 813 969
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 102 | - | - | ||
| 200 | - | - | ||
| 5 | - | - | ||
| 70 | - | - | ||
| 1 285 | - | - |
Ylin
4,5VWAP
Alin
3,89VaihtoMäärä
182,3 44 729 827
VWAP
Ylin
4,5Alin
3,89VaihtoMäärä
182,3 44 729 827
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 44 729 827 | 44 729 827 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 44 729 827 | 44 729 827 | 0 | 0 |
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 23.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 25.2. | ||
2025 Q3 -tulosraportti 7.11.2025 | ||
2025 Q2 -tulosraportti 20.8.2025 | ||
2025 Q1 -tulosraportti 13.5.2025 | ||
2024 Q4 -tulosraportti 19.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·4 t sittenIt was clear the market did not expect new 4 billion in losses. It was however in line with estimates based on what the company announced in connection with the PPI transaction. My opinion is that this is the bottom and that one can now put extraordinary costs behind them. The entire case is built on page 13 of today's presentation. With 75 billion in real estate exposure corresponding to over 42 SEK per share per share, an inflation of 2 % will yield 20 % return on today's share price. In addition, NOI comes at SBB level. We know that the apartment market is regulated so that the increase in NOI from here will usually exceed inflation. If one looks at only the parent company, the dividend income from PPI and Nordiqus is 610m SEK. Administrative expenses are 80 M and interest expenses after this year's debt is paid with cash holdings of 360m SEK. This means that the company at parent level is now making 150-200m in profit, but nothing for hybrid yet. Then they go into deficit. 3 years from now, debt is 10 billion SEK, hybrid 8-9, and NAV calculated at 23, i.e. approx 13 per share. This must however be seen as a conservative estimate. Further value creation can occur related to the apartment segment, where SVEA can take over SBB residential. In addition, there is potential for other companies like Klarabo. 3 years from now, there might also be a distribution from SVEA, after all development and any consolidation is complete. People need a few days to digest this quarter, but actually I perceive this as the bottom, but one often has to see the numbers, digest them and then move on.
·4 t sittenOne can say what one wants, speculate etc. But the biggest job is done, and now it's ready for the company to increase its revenues and increase capital. Buying more going forward, the company is going in the right direction now or the work to save the situation. Not much more to say for my part
·7 t sittenHold on & hold out. I'm sitting calmly in the boat and have been for a good while now. They go up and they go down, they go around a bit and then it happens.... :) even though one has patiently waited a while (many years), it will be, but I believe and cross my fingers that 2026 and 2027 will be the year it turns around for the entire real estate market. The CEO who is steering the helm today I have great respect and admiration for - I think he is doing a very good job and I see no reason to get off the boat as, in my opinion, we are constantly taking steps forward and in the right direction.
·41 min sittenHere is another one who agrees with From the North. Sure, the family's portfolio is burdened by a loss-making purchase of SBB. But the entire portfolio is absolutely no loss, good vist, good interest. So Leiv Synes and his teem are doing an outstanding job. And as long as it's moving forward, there's nothing to complain about. But I must say this too, I have learned a lot from all the turns in SBB. And Leiv Synnes is my mentor and professor.
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
UUTTA
Tänään
‧30 min
1,20 SEK/osake
Viimeisin osinko
0,00%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
- ·4 t sittenIt was clear the market did not expect new 4 billion in losses. It was however in line with estimates based on what the company announced in connection with the PPI transaction. My opinion is that this is the bottom and that one can now put extraordinary costs behind them. The entire case is built on page 13 of today's presentation. With 75 billion in real estate exposure corresponding to over 42 SEK per share per share, an inflation of 2 % will yield 20 % return on today's share price. In addition, NOI comes at SBB level. We know that the apartment market is regulated so that the increase in NOI from here will usually exceed inflation. If one looks at only the parent company, the dividend income from PPI and Nordiqus is 610m SEK. Administrative expenses are 80 M and interest expenses after this year's debt is paid with cash holdings of 360m SEK. This means that the company at parent level is now making 150-200m in profit, but nothing for hybrid yet. Then they go into deficit. 3 years from now, debt is 10 billion SEK, hybrid 8-9, and NAV calculated at 23, i.e. approx 13 per share. This must however be seen as a conservative estimate. Further value creation can occur related to the apartment segment, where SVEA can take over SBB residential. In addition, there is potential for other companies like Klarabo. 3 years from now, there might also be a distribution from SVEA, after all development and any consolidation is complete. People need a few days to digest this quarter, but actually I perceive this as the bottom, but one often has to see the numbers, digest them and then move on.
- ·4 t sittenOne can say what one wants, speculate etc. But the biggest job is done, and now it's ready for the company to increase its revenues and increase capital. Buying more going forward, the company is going in the right direction now or the work to save the situation. Not much more to say for my part
- ·7 t sittenHold on & hold out. I'm sitting calmly in the boat and have been for a good while now. They go up and they go down, they go around a bit and then it happens.... :) even though one has patiently waited a while (many years), it will be, but I believe and cross my fingers that 2026 and 2027 will be the year it turns around for the entire real estate market. The CEO who is steering the helm today I have great respect and admiration for - I think he is doing a very good job and I see no reason to get off the boat as, in my opinion, we are constantly taking steps forward and in the right direction.·41 min sittenHere is another one who agrees with From the North. Sure, the family's portfolio is burdened by a loss-making purchase of SBB. But the entire portfolio is absolutely no loss, good vist, good interest. So Leiv Synes and his teem are doing an outstanding job. And as long as it's moving forward, there's nothing to complain about. But I must say this too, I have learned a lot from all the turns in SBB. And Leiv Synnes is my mentor and professor.
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
3 419 852
Myynti
Määrä
3 813 969
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 102 | - | - | ||
| 200 | - | - | ||
| 5 | - | - | ||
| 70 | - | - | ||
| 1 285 | - | - |
Ylin
4,5VWAP
Alin
3,89VaihtoMäärä
182,3 44 729 827
VWAP
Ylin
4,5Alin
3,89VaihtoMäärä
182,3 44 729 827
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 44 729 827 | 44 729 827 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 44 729 827 | 44 729 827 | 0 | 0 |
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 23.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 25.2. | ||
2025 Q3 -tulosraportti 7.11.2025 | ||
2025 Q2 -tulosraportti 20.8.2025 | ||
2025 Q1 -tulosraportti 13.5.2025 | ||
2024 Q4 -tulosraportti 19.2.2025 |
2025 Q4 -tulosraportti
UUTTA
Tänään
‧30 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 23.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 25.2. | ||
2025 Q3 -tulosraportti 7.11.2025 | ||
2025 Q2 -tulosraportti 20.8.2025 | ||
2025 Q1 -tulosraportti 13.5.2025 | ||
2024 Q4 -tulosraportti 19.2.2025 |
1,20 SEK/osake
Viimeisin osinko
0,00%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·4 t sittenIt was clear the market did not expect new 4 billion in losses. It was however in line with estimates based on what the company announced in connection with the PPI transaction. My opinion is that this is the bottom and that one can now put extraordinary costs behind them. The entire case is built on page 13 of today's presentation. With 75 billion in real estate exposure corresponding to over 42 SEK per share per share, an inflation of 2 % will yield 20 % return on today's share price. In addition, NOI comes at SBB level. We know that the apartment market is regulated so that the increase in NOI from here will usually exceed inflation. If one looks at only the parent company, the dividend income from PPI and Nordiqus is 610m SEK. Administrative expenses are 80 M and interest expenses after this year's debt is paid with cash holdings of 360m SEK. This means that the company at parent level is now making 150-200m in profit, but nothing for hybrid yet. Then they go into deficit. 3 years from now, debt is 10 billion SEK, hybrid 8-9, and NAV calculated at 23, i.e. approx 13 per share. This must however be seen as a conservative estimate. Further value creation can occur related to the apartment segment, where SVEA can take over SBB residential. In addition, there is potential for other companies like Klarabo. 3 years from now, there might also be a distribution from SVEA, after all development and any consolidation is complete. People need a few days to digest this quarter, but actually I perceive this as the bottom, but one often has to see the numbers, digest them and then move on.
- ·4 t sittenOne can say what one wants, speculate etc. But the biggest job is done, and now it's ready for the company to increase its revenues and increase capital. Buying more going forward, the company is going in the right direction now or the work to save the situation. Not much more to say for my part
- ·7 t sittenHold on & hold out. I'm sitting calmly in the boat and have been for a good while now. They go up and they go down, they go around a bit and then it happens.... :) even though one has patiently waited a while (many years), it will be, but I believe and cross my fingers that 2026 and 2027 will be the year it turns around for the entire real estate market. The CEO who is steering the helm today I have great respect and admiration for - I think he is doing a very good job and I see no reason to get off the boat as, in my opinion, we are constantly taking steps forward and in the right direction.·41 min sittenHere is another one who agrees with From the North. Sure, the family's portfolio is burdened by a loss-making purchase of SBB. But the entire portfolio is absolutely no loss, good vist, good interest. So Leiv Synes and his teem are doing an outstanding job. And as long as it's moving forward, there's nothing to complain about. But I must say this too, I have learned a lot from all the turns in SBB. And Leiv Synnes is my mentor and professor.
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
3 419 852
Myynti
Määrä
3 813 969
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 102 | - | - | ||
| 200 | - | - | ||
| 5 | - | - | ||
| 70 | - | - | ||
| 1 285 | - | - |
Ylin
4,5VWAP
Alin
3,89VaihtoMäärä
182,3 44 729 827
VWAP
Ylin
4,5Alin
3,89VaihtoMäärä
182,3 44 729 827
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 44 729 827 | 44 729 827 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 44 729 827 | 44 729 827 | 0 | 0 |