2026 Q2 - tulosraportti
84 päivää sitten
‧38 min
1,20 SEK/osake
Viimeisin osinko
0,00%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 6 886 | - | - | ||
| 100 | - | - | ||
| 50 | - | - | ||
| 215 | - | - | ||
| 473 | - | - |
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 24.11. |
| 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 |
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
·1 t sittenWhy should one own SBB?. The simple answer is an enormous real estate exposure per share. Directly and indirectly one is exposed to 78 billion in real estate which corresponds to 44,- per share. The equity is 14 billion which simply stated implies 64 billion in debt directly and indirectly including hybrids. Taking away the hybrid there is 55 billion left and of this 25 billion is direct. If these 77 billion generate cash flow of 3 billion directly and indirectly there is 3 billion in cash flow for interest on debt which corresponds to 4.6 % interest on average. The interest running now is less than this. The whole case is based on inflation which if 3 % increases the value by 2.3 billion on today's market value of 4.5 billion which just on inflation gives a 50 % return. It must however be sorted out regarding the debt. 5 billion is fine. It is natural to ask what should be sold of the big three. Nordiqus which is not listed would have yielded 9 billion sold at NAV. All real estate companies are priced at a discount to NAV, and part of the reason SBB is collapsing is that real estate is sold with settlement in shares, shares that have large discounts. Many thought, including me, that the real estate sales were supposed to generate more cash. Instead SVEA and PPI are increased in weight, and less real estate remains that can generate cash. After the latest mergers and proposed sales SBB will own approximately 420 million PPI and 180 million SVEA shares. One of the problems is that PPI's market value is 9.5 lower and SVEA 50,- lower per share than in SBB's accounts. Simply stated the market value of PPI and SVEA is respectively 4 and 9 billion, totally 13 billion, lower than booked equity. If this is pulled out there is only 1 billion left in equity in SBB. If the proposal for the buyback of the D shares goes through the last billion also disappears. Many D shareholders feel they are getting a bad offer, and it is hard to know what one should think about this type of lack of understanding.. What one is buying becomes thus a pure option on Røkke's ability to restructure. The question then becomes whether Røkke favors remaining shareholders to participate. Many are now waiting for the fact that after D is gone, there will be a massive rights issue in B. That can happen, but is not certain.
With an increase in property values of 2300 mill per year, Nav wants to increase by 1.5 kr. per year per share + this year's profit of perhaps 0.75 kr. per share. At that speed you quickly get a good Nav compared to the share price. But if the value is 0 or 1 kr. per share it might make you wonder with large insider trades and an evt. one would also wonder. But a turnaround in the property sector will provide large value increases. Now one must remember there are trades to Nav in the market. If you calculate that in on Svea, SBB can always sell properties in Svea and make a dividend. Probably future market sales from Arlandastad will provide large liquidity and probably be above Nav.
·2 päivää sittenWhy is stock a up 20% this week even though b is down 20%!Here we are driving value creation I see. CEO is doing a fantastic job. Improved after the firing of Leiv.- ·2 päivää sittenOne can indeed wonder what the new major shareholder sees in SBB that the market doesn't see right now. But it can turn around quickly if we are lucky. If the buybacks of the D share go through, it is indeed a share buyback at approx. 8,6%
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.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 1 780 881 | 1 780 881 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 1 780 881 | 1 780 881 | 0 | 0 |
2026 Q2 - tulosraportti
84 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
- ·1 t sittenWhy should one own SBB?. The simple answer is an enormous real estate exposure per share. Directly and indirectly one is exposed to 78 billion in real estate which corresponds to 44,- per share. The equity is 14 billion which simply stated implies 64 billion in debt directly and indirectly including hybrids. Taking away the hybrid there is 55 billion left and of this 25 billion is direct. If these 77 billion generate cash flow of 3 billion directly and indirectly there is 3 billion in cash flow for interest on debt which corresponds to 4.6 % interest on average. The interest running now is less than this. The whole case is based on inflation which if 3 % increases the value by 2.3 billion on today's market value of 4.5 billion which just on inflation gives a 50 % return. It must however be sorted out regarding the debt. 5 billion is fine. It is natural to ask what should be sold of the big three. Nordiqus which is not listed would have yielded 9 billion sold at NAV. All real estate companies are priced at a discount to NAV, and part of the reason SBB is collapsing is that real estate is sold with settlement in shares, shares that have large discounts. Many thought, including me, that the real estate sales were supposed to generate more cash. Instead SVEA and PPI are increased in weight, and less real estate remains that can generate cash. After the latest mergers and proposed sales SBB will own approximately 420 million PPI and 180 million SVEA shares. One of the problems is that PPI's market value is 9.5 lower and SVEA 50,- lower per share than in SBB's accounts. Simply stated the market value of PPI and SVEA is respectively 4 and 9 billion, totally 13 billion, lower than booked equity. If this is pulled out there is only 1 billion left in equity in SBB. If the proposal for the buyback of the D shares goes through the last billion also disappears. Many D shareholders feel they are getting a bad offer, and it is hard to know what one should think about this type of lack of understanding.. What one is buying becomes thus a pure option on Røkke's ability to restructure. The question then becomes whether Røkke favors remaining shareholders to participate. Many are now waiting for the fact that after D is gone, there will be a massive rights issue in B. That can happen, but is not certain.With an increase in property values of 2300 mill per year, Nav wants to increase by 1.5 kr. per year per share + this year's profit of perhaps 0.75 kr. per share. At that speed you quickly get a good Nav compared to the share price. But if the value is 0 or 1 kr. per share it might make you wonder with large insider trades and an evt. one would also wonder. But a turnaround in the property sector will provide large value increases. Now one must remember there are trades to Nav in the market. If you calculate that in on Svea, SBB can always sell properties in Svea and make a dividend. Probably future market sales from Arlandastad will provide large liquidity and probably be above Nav.
- ·2 päivää sittenWhy is stock a up 20% this week even though b is down 20%!Here we are driving value creation I see. CEO is doing a fantastic job. Improved after the firing of Leiv.
- ·2 päivää sittenOne can indeed wonder what the new major shareholder sees in SBB that the market doesn't see right now. But it can turn around quickly if we are lucky. If the buybacks of the D share go through, it is indeed a share buyback at approx. 8,6%
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 |
|---|---|---|---|---|
| 6 886 | - | - | ||
| 100 | - | - | ||
| 50 | - | - | ||
| 215 | - | - | ||
| 473 | - | - |
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 24.11. |
| 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 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 1 780 881 | 1 780 881 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 1 780 881 | 1 780 881 | 0 | 0 |
2026 Q2 - tulosraportti
84 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 24.11. |
| 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 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
1,20 SEK/osake
Viimeisin osinko
0,00%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·1 t sittenWhy should one own SBB?. The simple answer is an enormous real estate exposure per share. Directly and indirectly one is exposed to 78 billion in real estate which corresponds to 44,- per share. The equity is 14 billion which simply stated implies 64 billion in debt directly and indirectly including hybrids. Taking away the hybrid there is 55 billion left and of this 25 billion is direct. If these 77 billion generate cash flow of 3 billion directly and indirectly there is 3 billion in cash flow for interest on debt which corresponds to 4.6 % interest on average. The interest running now is less than this. The whole case is based on inflation which if 3 % increases the value by 2.3 billion on today's market value of 4.5 billion which just on inflation gives a 50 % return. It must however be sorted out regarding the debt. 5 billion is fine. It is natural to ask what should be sold of the big three. Nordiqus which is not listed would have yielded 9 billion sold at NAV. All real estate companies are priced at a discount to NAV, and part of the reason SBB is collapsing is that real estate is sold with settlement in shares, shares that have large discounts. Many thought, including me, that the real estate sales were supposed to generate more cash. Instead SVEA and PPI are increased in weight, and less real estate remains that can generate cash. After the latest mergers and proposed sales SBB will own approximately 420 million PPI and 180 million SVEA shares. One of the problems is that PPI's market value is 9.5 lower and SVEA 50,- lower per share than in SBB's accounts. Simply stated the market value of PPI and SVEA is respectively 4 and 9 billion, totally 13 billion, lower than booked equity. If this is pulled out there is only 1 billion left in equity in SBB. If the proposal for the buyback of the D shares goes through the last billion also disappears. Many D shareholders feel they are getting a bad offer, and it is hard to know what one should think about this type of lack of understanding.. What one is buying becomes thus a pure option on Røkke's ability to restructure. The question then becomes whether Røkke favors remaining shareholders to participate. Many are now waiting for the fact that after D is gone, there will be a massive rights issue in B. That can happen, but is not certain.With an increase in property values of 2300 mill per year, Nav wants to increase by 1.5 kr. per year per share + this year's profit of perhaps 0.75 kr. per share. At that speed you quickly get a good Nav compared to the share price. But if the value is 0 or 1 kr. per share it might make you wonder with large insider trades and an evt. one would also wonder. But a turnaround in the property sector will provide large value increases. Now one must remember there are trades to Nav in the market. If you calculate that in on Svea, SBB can always sell properties in Svea and make a dividend. Probably future market sales from Arlandastad will provide large liquidity and probably be above Nav.
- ·2 päivää sittenWhy is stock a up 20% this week even though b is down 20%!Here we are driving value creation I see. CEO is doing a fantastic job. Improved after the firing of Leiv.
- ·2 päivää sittenOne can indeed wonder what the new major shareholder sees in SBB that the market doesn't see right now. But it can turn around quickly if we are lucky. If the buybacks of the D share go through, it is indeed a share buyback at approx. 8,6%
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 |
|---|---|---|---|---|
| 6 886 | - | - | ||
| 100 | - | - | ||
| 50 | - | - | ||
| 215 | - | - | ||
| 473 | - | - |
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
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 1 780 881 | 1 780 881 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 1 780 881 | 1 780 881 | 0 | 0 |