2026 Q2 -tulosraportti
27 päivää sitten
‧38 min
1,20 SEK/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 Q3 -tulosraportti 4.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 16.7. | ||
2026 Q1 -tulosraportti 6.5. | ||
2025 Q4 -tulosraportti 25.2. | ||
2025 Q3 -tulosraportti 7.11.2025 | ||
2025 Q2 -tulosraportti 20.8.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·8 t sitten · MuokattuSBB increases holding in Svea through Klarabo and also increases in Arlandastad collectively by approx. 75 mill sek.? and divests Studentbostäder for 127 mill. Cash approx. 50 mill. A bit uncertain who they are selling to. But within the group? Booked + 100 mill. so the net asset value increases on paper. Sells at price 1,25 which was the issue price in Studentbostäder last year. Is this the new offensive strategy we are talking about with a new CEO in SBB? Is the strategy to gain liquidity and retain attractive holdings in the group? One can then wonder where Arlandastad fits into that idea, but they usually pay dividends.
They sold 101.82 million shares in Studentbostader for 1.25 per share totaling 127.3m and bought 2.795 million shares in Klarabo for 35.3m and 950 000 Arlandstad for 39.4m. This results in a net cash inflow of 52.5 m SEK. The underlying valuation in Studentbostader was 3.65 per share, so a loss of 244m if one had booked NAV, which one does not do in Studentbostader. One does, however, do so in Klarabo and Arlandstad. This leads to gains of respectively 64.5m and 47.4m, a total of 112m is realized upon purchase as the difference between purchase value and NAV. This is, however, only accounting technical. One has actually realized a loss of 132m SEK in relation to selling at a discount versus buying at a discount. When the discount can be realized based on share-based control, one gets an immediate accounting gain even if one has realized a loss. Dislike the missing explanations one has to search for to understand, and the boasting without substance.
·8 t sittenExciting, now it seems short sellers are reducing. If 3.60-65 is broken, it's really on its way finally. Oil doesn't seem to affect anymore, i.e., the interest rate is less worrying. The CEO change has shifted focus from balance sheet problems to the company being able to develop. Now it's important to stay invested because the upside is considerable if it's the right assumption. The Board's decision shows that they no longer need to clean up the balance sheet.
·1 päivä sittenI own many SBB shares, have waited a long time for a real rise, but unfortunately this share is a playground for a lot of tricksters / short sellers Hope that many hold and buy until it shows its real value, +++++
7 t sittenChanging the CEO does absolutely nothing to the fundamentals. This may be just another trick by the board to divert attention away from the fundamentals. What SBB needs to do is to continue to sell assets to reduce the balance sheet risk.
·1 päivä sittenWhat do you think of the new CEO! Can he recover Sbb!
I believe the market is overinterpreting the CEO change. Leiv Synnes was brought in to save the balance sheet, and the board is practically saying that job is now done. That they are now hiring an entrepreneur type and value developer who built up KlaraBo, fits well with SBB moving from restructuring to capital allocation and value creation. The board explicitly states that the focus going forward will be active ownership, long-term value creation, and shareholder values. If anything, I interpret this as a sign that SBB is entering a new phase, where the goal is to realize more of the values in the portfolio rather than engaging in continuous crisis management. That many immediately conclude with a share issue and something negative, I find a bit too simplistic. Even if there were to be a share issue in connection with Svea and Klarabo, it is not necessarily value-destructive if it contributes to building a stronger company and creating higher shareholder values over time. The NAV discount is still enormous, and that is where I believe the market's focus should be.
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 Q2 -tulosraportti
27 päivää sitten
‧38 min
1,20 SEK/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
- ·8 t sitten · MuokattuSBB increases holding in Svea through Klarabo and also increases in Arlandastad collectively by approx. 75 mill sek.? and divests Studentbostäder for 127 mill. Cash approx. 50 mill. A bit uncertain who they are selling to. But within the group? Booked + 100 mill. so the net asset value increases on paper. Sells at price 1,25 which was the issue price in Studentbostäder last year. Is this the new offensive strategy we are talking about with a new CEO in SBB? Is the strategy to gain liquidity and retain attractive holdings in the group? One can then wonder where Arlandastad fits into that idea, but they usually pay dividends.They sold 101.82 million shares in Studentbostader for 1.25 per share totaling 127.3m and bought 2.795 million shares in Klarabo for 35.3m and 950 000 Arlandstad for 39.4m. This results in a net cash inflow of 52.5 m SEK. The underlying valuation in Studentbostader was 3.65 per share, so a loss of 244m if one had booked NAV, which one does not do in Studentbostader. One does, however, do so in Klarabo and Arlandstad. This leads to gains of respectively 64.5m and 47.4m, a total of 112m is realized upon purchase as the difference between purchase value and NAV. This is, however, only accounting technical. One has actually realized a loss of 132m SEK in relation to selling at a discount versus buying at a discount. When the discount can be realized based on share-based control, one gets an immediate accounting gain even if one has realized a loss. Dislike the missing explanations one has to search for to understand, and the boasting without substance.
- ·8 t sittenExciting, now it seems short sellers are reducing. If 3.60-65 is broken, it's really on its way finally. Oil doesn't seem to affect anymore, i.e., the interest rate is less worrying. The CEO change has shifted focus from balance sheet problems to the company being able to develop. Now it's important to stay invested because the upside is considerable if it's the right assumption. The Board's decision shows that they no longer need to clean up the balance sheet.
- ·1 päivä sittenI own many SBB shares, have waited a long time for a real rise, but unfortunately this share is a playground for a lot of tricksters / short sellers Hope that many hold and buy until it shows its real value, +++++7 t sittenChanging the CEO does absolutely nothing to the fundamentals. This may be just another trick by the board to divert attention away from the fundamentals. What SBB needs to do is to continue to sell assets to reduce the balance sheet risk.
- ·1 päivä sittenWhat do you think of the new CEO! Can he recover Sbb!I believe the market is overinterpreting the CEO change. Leiv Synnes was brought in to save the balance sheet, and the board is practically saying that job is now done. That they are now hiring an entrepreneur type and value developer who built up KlaraBo, fits well with SBB moving from restructuring to capital allocation and value creation. The board explicitly states that the focus going forward will be active ownership, long-term value creation, and shareholder values. If anything, I interpret this as a sign that SBB is entering a new phase, where the goal is to realize more of the values in the portfolio rather than engaging in continuous crisis management. That many immediately conclude with a share issue and something negative, I find a bit too simplistic. Even if there were to be a share issue in connection with Svea and Klarabo, it is not necessarily value-destructive if it contributes to building a stronger company and creating higher shareholder values over time. The NAV discount is still enormous, and that is where I believe the market's focus should be.
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 Q3 -tulosraportti 4.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 16.7. | ||
2026 Q1 -tulosraportti 6.5. | ||
2025 Q4 -tulosraportti 25.2. | ||
2025 Q3 -tulosraportti 7.11.2025 | ||
2025 Q2 -tulosraportti 20.8.2025 |
2026 Q2 -tulosraportti
27 päivää sitten
‧38 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 Q3 -tulosraportti 4.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 16.7. | ||
2026 Q1 -tulosraportti 6.5. | ||
2025 Q4 -tulosraportti 25.2. | ||
2025 Q3 -tulosraportti 7.11.2025 | ||
2025 Q2 -tulosraportti 20.8.2025 |
1,20 SEK/osake
Viimeisin osinko
0,00%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·8 t sitten · MuokattuSBB increases holding in Svea through Klarabo and also increases in Arlandastad collectively by approx. 75 mill sek.? and divests Studentbostäder for 127 mill. Cash approx. 50 mill. A bit uncertain who they are selling to. But within the group? Booked + 100 mill. so the net asset value increases on paper. Sells at price 1,25 which was the issue price in Studentbostäder last year. Is this the new offensive strategy we are talking about with a new CEO in SBB? Is the strategy to gain liquidity and retain attractive holdings in the group? One can then wonder where Arlandastad fits into that idea, but they usually pay dividends.They sold 101.82 million shares in Studentbostader for 1.25 per share totaling 127.3m and bought 2.795 million shares in Klarabo for 35.3m and 950 000 Arlandstad for 39.4m. This results in a net cash inflow of 52.5 m SEK. The underlying valuation in Studentbostader was 3.65 per share, so a loss of 244m if one had booked NAV, which one does not do in Studentbostader. One does, however, do so in Klarabo and Arlandstad. This leads to gains of respectively 64.5m and 47.4m, a total of 112m is realized upon purchase as the difference between purchase value and NAV. This is, however, only accounting technical. One has actually realized a loss of 132m SEK in relation to selling at a discount versus buying at a discount. When the discount can be realized based on share-based control, one gets an immediate accounting gain even if one has realized a loss. Dislike the missing explanations one has to search for to understand, and the boasting without substance.
- ·8 t sittenExciting, now it seems short sellers are reducing. If 3.60-65 is broken, it's really on its way finally. Oil doesn't seem to affect anymore, i.e., the interest rate is less worrying. The CEO change has shifted focus from balance sheet problems to the company being able to develop. Now it's important to stay invested because the upside is considerable if it's the right assumption. The Board's decision shows that they no longer need to clean up the balance sheet.
- ·1 päivä sittenI own many SBB shares, have waited a long time for a real rise, but unfortunately this share is a playground for a lot of tricksters / short sellers Hope that many hold and buy until it shows its real value, +++++7 t sittenChanging the CEO does absolutely nothing to the fundamentals. This may be just another trick by the board to divert attention away from the fundamentals. What SBB needs to do is to continue to sell assets to reduce the balance sheet risk.
- ·1 päivä sittenWhat do you think of the new CEO! Can he recover Sbb!I believe the market is overinterpreting the CEO change. Leiv Synnes was brought in to save the balance sheet, and the board is practically saying that job is now done. That they are now hiring an entrepreneur type and value developer who built up KlaraBo, fits well with SBB moving from restructuring to capital allocation and value creation. The board explicitly states that the focus going forward will be active ownership, long-term value creation, and shareholder values. If anything, I interpret this as a sign that SBB is entering a new phase, where the goal is to realize more of the values in the portfolio rather than engaging in continuous crisis management. That many immediately conclude with a share issue and something negative, I find a bit too simplistic. Even if there were to be a share issue in connection with Svea and Klarabo, it is not necessarily value-destructive if it contributes to building a stronger company and creating higher shareholder values over time. The NAV discount is still enormous, and that is where I believe the market's focus should be.
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