2025 Q3 -tulosraportti
45 päivää sitten34 min
0,40 USD/osake
Viimeisin osinko
6,54 %Tuotto/v
Tarjoustasot
Määrä
Osto
0
Myynti
Määrä
0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
24,75VWAP
Alin
24,38VaihtoMäärä
278 11 339 562
VWAP
Ylin
24,75Alin
24,38VaihtoMäärä
278 11 339 562
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 18.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 29.10. | |
| 2025 Q2 -tulosraportti | 30.7. | |
| Vuosittainen yhtiökokous 2025 | 8.5. | |
| 2025 Q1 -tulosraportti | 29.4. | |
| 2024 Q4 -tulosraportti | 12.2. |
Datan lähde: FactSet, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
3 päivää sitten · Muokattu3 päivää sitten · MuokattuDiscounted cash flow analysis at current price and 11% discount yield gives us a fair value of about 32$. That gives us about 25% margin of safety if you believe in such things. The food inflation in America has been sticky and forced consumers to downgrade more to store brands. Ozempic has and will make people buy less food. This is counteracted by population growth. This stock right now reminds me of Altria in 2010 and ever since. The market won't allow a stable divident yield of 8% to exist for long, so I assume that KHC can dip to 20$ in 2026, but if and when the divident remains stable it can't go lower outside total market collapse. For me, I am compensated for the downsides by the margin of safety and I look forward to collecting a 5% real cash flow after taxes in perpetuity. And whaddya know? Something positive might even happen at some point and then the market will adjust upwards. Right now the market does not expect a single positive thing to ever again happen to this stock. If the market is right in this then we are still not overpaying for it. I think the stock split is irrelevant. Edit: And as always, I might be wrong here. Bought more still.
·2 päivää sittenI agree that the DCF points to a fair value around 32 USD, and that the margin of safety at current levels is attractive. The dividend yield largely compensates for the waiting time, and the market prices KHC as if no positively driven catalyst will ever arise again — which historically rarely proves correct for large FMCG-brands. That being said, I believe that several of the arguments underestimate the structural risks and overestimate KHC’s pricing power and growth potential. Volume pressure, private label substitution, and slow innovation speed are real challenges. The split in 2026 does not automatically not increase value and innovation, but is rather an attempt to improve governance and capital allocation. And then 3G Capital has an interest in reducing its exposure after the split.
·10.9.I see the split as an opportunity, the valuation is interesting at these levels, many have a negative view of the company, which suggests that most of it is priced into the share price, but it could probably come down more despite this, I'm running a contrarian and value play on this company, just my own thoughts.
25.9.25.9.Recession is visible in the hotel, tourism and restaurant sector. Las Vegas has declining visitors and many food chains like MacDonalds are reporting bad results. Personally I don't see that home made mac'n cheese could go terribly wrong. People eat out less and more at home.
10.9.10.9.Picked some of this up for a medium haul of 1-2 years. I have had only good experiences from splits.
·10.9.What do you think will happen when they play?10.9.10.9.I have longer belief in the Global Taste Elevation. I also like the ketchup and the mayonnaise ;)
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 ja analyysit
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 Q3 -tulosraportti
45 päivää sitten34 min
0,40 USD/osake
Viimeisin osinko
6,54 %Tuotto/v
Uutiset ja analyysit
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
- 3 päivää sitten · Muokattu3 päivää sitten · MuokattuDiscounted cash flow analysis at current price and 11% discount yield gives us a fair value of about 32$. That gives us about 25% margin of safety if you believe in such things. The food inflation in America has been sticky and forced consumers to downgrade more to store brands. Ozempic has and will make people buy less food. This is counteracted by population growth. This stock right now reminds me of Altria in 2010 and ever since. The market won't allow a stable divident yield of 8% to exist for long, so I assume that KHC can dip to 20$ in 2026, but if and when the divident remains stable it can't go lower outside total market collapse. For me, I am compensated for the downsides by the margin of safety and I look forward to collecting a 5% real cash flow after taxes in perpetuity. And whaddya know? Something positive might even happen at some point and then the market will adjust upwards. Right now the market does not expect a single positive thing to ever again happen to this stock. If the market is right in this then we are still not overpaying for it. I think the stock split is irrelevant. Edit: And as always, I might be wrong here. Bought more still.·2 päivää sittenI agree that the DCF points to a fair value around 32 USD, and that the margin of safety at current levels is attractive. The dividend yield largely compensates for the waiting time, and the market prices KHC as if no positively driven catalyst will ever arise again — which historically rarely proves correct for large FMCG-brands. That being said, I believe that several of the arguments underestimate the structural risks and overestimate KHC’s pricing power and growth potential. Volume pressure, private label substitution, and slow innovation speed are real challenges. The split in 2026 does not automatically not increase value and innovation, but is rather an attempt to improve governance and capital allocation. And then 3G Capital has an interest in reducing its exposure after the split.
- ·10.9.I see the split as an opportunity, the valuation is interesting at these levels, many have a negative view of the company, which suggests that most of it is priced into the share price, but it could probably come down more despite this, I'm running a contrarian and value play on this company, just my own thoughts.25.9.25.9.Recession is visible in the hotel, tourism and restaurant sector. Las Vegas has declining visitors and many food chains like MacDonalds are reporting bad results. Personally I don't see that home made mac'n cheese could go terribly wrong. People eat out less and more at home.
- 10.9.10.9.Picked some of this up for a medium haul of 1-2 years. I have had only good experiences from splits.·10.9.What do you think will happen when they play?10.9.10.9.I have longer belief in the Global Taste Elevation. I also like the ketchup and the mayonnaise ;)
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
Määrä
Osto
0
Myynti
Määrä
0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
24,75VWAP
Alin
24,38VaihtoMäärä
278 11 339 562
VWAP
Ylin
24,75Alin
24,38VaihtoMäärä
278 11 339 562
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 18.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 29.10. | |
| 2025 Q2 -tulosraportti | 30.7. | |
| Vuosittainen yhtiökokous 2025 | 8.5. | |
| 2025 Q1 -tulosraportti | 29.4. | |
| 2024 Q4 -tulosraportti | 12.2. |
Datan lähde: FactSet, Quartr
2025 Q3 -tulosraportti
45 päivää sitten34 min
Uutiset ja analyysit
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
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 18.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 29.10. | |
| 2025 Q2 -tulosraportti | 30.7. | |
| Vuosittainen yhtiökokous 2025 | 8.5. | |
| 2025 Q1 -tulosraportti | 29.4. | |
| 2024 Q4 -tulosraportti | 12.2. |
Datan lähde: FactSet, Quartr
0,40 USD/osake
Viimeisin osinko
6,54 %Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 3 päivää sitten · Muokattu3 päivää sitten · MuokattuDiscounted cash flow analysis at current price and 11% discount yield gives us a fair value of about 32$. That gives us about 25% margin of safety if you believe in such things. The food inflation in America has been sticky and forced consumers to downgrade more to store brands. Ozempic has and will make people buy less food. This is counteracted by population growth. This stock right now reminds me of Altria in 2010 and ever since. The market won't allow a stable divident yield of 8% to exist for long, so I assume that KHC can dip to 20$ in 2026, but if and when the divident remains stable it can't go lower outside total market collapse. For me, I am compensated for the downsides by the margin of safety and I look forward to collecting a 5% real cash flow after taxes in perpetuity. And whaddya know? Something positive might even happen at some point and then the market will adjust upwards. Right now the market does not expect a single positive thing to ever again happen to this stock. If the market is right in this then we are still not overpaying for it. I think the stock split is irrelevant. Edit: And as always, I might be wrong here. Bought more still.·2 päivää sittenI agree that the DCF points to a fair value around 32 USD, and that the margin of safety at current levels is attractive. The dividend yield largely compensates for the waiting time, and the market prices KHC as if no positively driven catalyst will ever arise again — which historically rarely proves correct for large FMCG-brands. That being said, I believe that several of the arguments underestimate the structural risks and overestimate KHC’s pricing power and growth potential. Volume pressure, private label substitution, and slow innovation speed are real challenges. The split in 2026 does not automatically not increase value and innovation, but is rather an attempt to improve governance and capital allocation. And then 3G Capital has an interest in reducing its exposure after the split.
- ·10.9.I see the split as an opportunity, the valuation is interesting at these levels, many have a negative view of the company, which suggests that most of it is priced into the share price, but it could probably come down more despite this, I'm running a contrarian and value play on this company, just my own thoughts.25.9.25.9.Recession is visible in the hotel, tourism and restaurant sector. Las Vegas has declining visitors and many food chains like MacDonalds are reporting bad results. Personally I don't see that home made mac'n cheese could go terribly wrong. People eat out less and more at home.
- 10.9.10.9.Picked some of this up for a medium haul of 1-2 years. I have had only good experiences from splits.·10.9.What do you think will happen when they play?10.9.10.9.I have longer belief in the Global Taste Elevation. I also like the ketchup and the mayonnaise ;)
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
Määrä
Osto
0
Myynti
Määrä
0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
24,75VWAP
Alin
24,38VaihtoMäärä
278 11 339 562
VWAP
Ylin
24,75Alin
24,38VaihtoMäärä
278 11 339 562
Välittäjätilasto
Dataa ei löytynyt