2026 Q3 - tulosraportti
UUTTA
1 päivä sitten
‧28 min
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 883 | - | - | ||
| 2 869 | - | - | ||
| 2 870 | - | - | ||
| 883 | - | - | ||
| 5 785 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 4.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 23.10. | ||
2026 Q2 - tulosraportti 24.7. | ||
2026 Q1 - tulosraportti 29.4. | ||
2025 Q4 - tulosraportti 4.2. | ||
2025 Q3 - tulosraportti 23.10.2025 |
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
·9 t sittenHave updated my model on Stillfront after Q3. The case is still pretty simple: key franchises are growing, while the rest of the portfolio continues to drag the group down. At the same time, good cash is being generated, earnouts are nearing an end and debt can start coming down properly from 2027. My model sits at around 1.1 bn in annual FCF and gives a price target of approx. 8 kr, even with 14% WACC and only 2% growth. In the 5s I think the market is pricing in quite a bit of crap. What I like least is the development in Supremacy. I consider it one of their strongest brands, so -10% organic growth is not something I like to see. But as long as key franchises combined continue to grow and FCF stays around the billion level, I think risk/reward looks goodAbove is an intrinsic valuation. Also ran a peer valuation in R. The model estimates OLS, neural network and random forest, in addition to standard multiple pricing against peers. Overall it lands around 21 kr against 5.5 kr today. We are talking close to 300% upside. Of course I don't take 21 kr as gospel, but when several completely different methods point the same way it is an interesting data point. Looks cheap this here
·1 päivä sittenNow I've had time to read the report a bit better. (Who the f*ck can decipher this kind of thing at 7 in the morning?) Free cash flow has increased significantly to 256m, compared to 183m Q3 2025 Net debt continues to decrease Earn outs are estimated to be fully paid by mid-2027 Organic growth on key franchises, even though I would have wished it was a bit higher than 8.5% I am keeping Stillfront as my largest holding because I think it seems like 2027 will be a good year.
Agree, every report actually confirms the turnaround that SF has carried out. The company is significantly stronger operationally as well as financially nowadays than it has been the recent years, the valuation is not keeping up at all. Accounts for 37% of my portfolio.
·9.10.Barclays raises to 9.5 and short sellers rush into the stock to prevent overly positive reactions. But it has to be bought back sometime!!What do you mean? The shorts have after all covered from 8% to about 2.8% since the Q2 report was released, so they have certainly gotten a taste of it. Naturally, some profit-taking etc. happens when the stock is traded around 7.40-7.50 SEK and is up 15-20% for the year. Personally, I jumped on the buy button and managed to increase my holding by 30% at 7.17 SEK. Looking forward to Q3, share buyback programs, and hopefully some larger material divestment!
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
Dataa ei löytynyt
2026 Q3 - tulosraportti
UUTTA
1 päivä sitten
‧28 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.
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·9 t sittenHave updated my model on Stillfront after Q3. The case is still pretty simple: key franchises are growing, while the rest of the portfolio continues to drag the group down. At the same time, good cash is being generated, earnouts are nearing an end and debt can start coming down properly from 2027. My model sits at around 1.1 bn in annual FCF and gives a price target of approx. 8 kr, even with 14% WACC and only 2% growth. In the 5s I think the market is pricing in quite a bit of crap. What I like least is the development in Supremacy. I consider it one of their strongest brands, so -10% organic growth is not something I like to see. But as long as key franchises combined continue to grow and FCF stays around the billion level, I think risk/reward looks goodAbove is an intrinsic valuation. Also ran a peer valuation in R. The model estimates OLS, neural network and random forest, in addition to standard multiple pricing against peers. Overall it lands around 21 kr against 5.5 kr today. We are talking close to 300% upside. Of course I don't take 21 kr as gospel, but when several completely different methods point the same way it is an interesting data point. Looks cheap this here
- ·1 päivä sittenNow I've had time to read the report a bit better. (Who the f*ck can decipher this kind of thing at 7 in the morning?) Free cash flow has increased significantly to 256m, compared to 183m Q3 2025 Net debt continues to decrease Earn outs are estimated to be fully paid by mid-2027 Organic growth on key franchises, even though I would have wished it was a bit higher than 8.5% I am keeping Stillfront as my largest holding because I think it seems like 2027 will be a good year.Agree, every report actually confirms the turnaround that SF has carried out. The company is significantly stronger operationally as well as financially nowadays than it has been the recent years, the valuation is not keeping up at all. Accounts for 37% of my portfolio.
- ·9.10.Barclays raises to 9.5 and short sellers rush into the stock to prevent overly positive reactions. But it has to be bought back sometime!!What do you mean? The shorts have after all covered from 8% to about 2.8% since the Q2 report was released, so they have certainly gotten a taste of it. Naturally, some profit-taking etc. happens when the stock is traded around 7.40-7.50 SEK and is up 15-20% for the year. Personally, I jumped on the buy button and managed to increase my holding by 30% at 7.17 SEK. Looking forward to Q3, share buyback programs, and hopefully some larger material divestment!
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 |
|---|---|---|---|---|
| 883 | - | - | ||
| 2 869 | - | - | ||
| 2 870 | - | - | ||
| 883 | - | - | ||
| 5 785 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 4.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 23.10. | ||
2026 Q2 - tulosraportti 24.7. | ||
2026 Q1 - tulosraportti 29.4. | ||
2025 Q4 - tulosraportti 4.2. | ||
2025 Q3 - tulosraportti 23.10.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q3 - tulosraportti
UUTTA
1 päivä sitten
‧28 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 Q4 - tulosraportti 4.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 23.10. | ||
2026 Q2 - tulosraportti 24.7. | ||
2026 Q1 - tulosraportti 29.4. | ||
2025 Q4 - tulosraportti 4.2. | ||
2025 Q3 - tulosraportti 23.10.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·9 t sittenHave updated my model on Stillfront after Q3. The case is still pretty simple: key franchises are growing, while the rest of the portfolio continues to drag the group down. At the same time, good cash is being generated, earnouts are nearing an end and debt can start coming down properly from 2027. My model sits at around 1.1 bn in annual FCF and gives a price target of approx. 8 kr, even with 14% WACC and only 2% growth. In the 5s I think the market is pricing in quite a bit of crap. What I like least is the development in Supremacy. I consider it one of their strongest brands, so -10% organic growth is not something I like to see. But as long as key franchises combined continue to grow and FCF stays around the billion level, I think risk/reward looks goodAbove is an intrinsic valuation. Also ran a peer valuation in R. The model estimates OLS, neural network and random forest, in addition to standard multiple pricing against peers. Overall it lands around 21 kr against 5.5 kr today. We are talking close to 300% upside. Of course I don't take 21 kr as gospel, but when several completely different methods point the same way it is an interesting data point. Looks cheap this here
- ·1 päivä sittenNow I've had time to read the report a bit better. (Who the f*ck can decipher this kind of thing at 7 in the morning?) Free cash flow has increased significantly to 256m, compared to 183m Q3 2025 Net debt continues to decrease Earn outs are estimated to be fully paid by mid-2027 Organic growth on key franchises, even though I would have wished it was a bit higher than 8.5% I am keeping Stillfront as my largest holding because I think it seems like 2027 will be a good year.Agree, every report actually confirms the turnaround that SF has carried out. The company is significantly stronger operationally as well as financially nowadays than it has been the recent years, the valuation is not keeping up at all. Accounts for 37% of my portfolio.
- ·9.10.Barclays raises to 9.5 and short sellers rush into the stock to prevent overly positive reactions. But it has to be bought back sometime!!What do you mean? The shorts have after all covered from 8% to about 2.8% since the Q2 report was released, so they have certainly gotten a taste of it. Naturally, some profit-taking etc. happens when the stock is traded around 7.40-7.50 SEK and is up 15-20% for the year. Personally, I jumped on the buy button and managed to increase my holding by 30% at 7.17 SEK. Looking forward to Q3, share buyback programs, and hopefully some larger material divestment!
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 |
|---|---|---|---|---|
| 883 | - | - | ||
| 2 869 | - | - | ||
| 2 870 | - | - | ||
| 883 | - | - | ||
| 5 785 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt