2025 Q3 -tulosraportti
94 päivää sitten
‧37 min
8,50 DKK/osake
Viimeisin osinko
8,48%Tuotto/v
Tarjoustasot
Nasdaq Copenhagen
Määrä
Osto
19 395
Myynti
Määrä
14 723
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 42 | - | - | ||
| 246 | - | - | ||
| 360 | - | - | ||
| 59 | - | - | ||
| 41 | - | - |
Ylin
101VWAP
Alin
100VaihtoMäärä
6,5 64 786
VWAP
Ylin
101Alin
100VaihtoMäärä
6,5 64 786
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2025 Q4 -tulosraportti 4.3. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q3 -tulosraportti 12.11.2025 | ||
2025 Q2 -tulosraportti 28.8.2025 | ||
2025 Q1 -tulosraportti 21.5.2025 | ||
Vuosittainen yhtiökokous 2025 9.4.2025 | ||
2024 Q4 -tulosraportti 7.3.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·30.1.So I got rid of the last STG shares. A significant double-digit million amount that I have cautiously divested over almost a year. The company is dominated by two foundations, Den Obelske Familiefond and Augustinus fonden. Both employ a lot of people, but the return on their billions is, to say the least, pathetic. They do not respond to inquiries. Arrogance probably covers incompetence and nepotism. The other major shareholders are probably investment funds etc., probably mostly in the USA, which also have Phillip Morris and British Tobacco in their portfolio. The only potential in STG is a takeover bid from one of the leading global players. Should the shareholders' interests be met, the management would curry favor to obtain a takeover bid. The foundations do not have a majority, but the management is, of course, in their pockets. STG is weak on next generation products (nicotine pouches etc.) and is unlikely to truly enter this growth market. When expectations are announced, it is always without "special items". This could be integration costs for necessary acquisitions that can maintain revenue in a declining market or optimization of IT systems. So not "special items", but real ongoing expenses that reduce annual profits. So be careful when you read about expectations from the company. Shareholders have been misled by large and increasing dividends over the years, but the money has been raised through increased borrowing and rising interest burdens rather than real earnings development. Now a "new" strategy has been implemented where the dividend level is reduced. The last bastion disappears. This stock will decline in value as organic revenue falls. The last bad news is the steadily falling $ exchange rate. The company's earnings are highly exposed to the USA.
·7.2.Good post, a rare case on Nordnet forum. I myself exited at 96. Unfortunately not in the same holding class as you. Even though the strategy suggests this will work well going forward, I am skeptical that in the long run it will yield any significant return to shareholders. Dividend is reduced and it will hurt in the long run with the dormant share price.
·28.1.I wonder why we don't see a small drop here, considering the dollar development.
·12.12.2025Presentation from STG a couple of weeks ago: https://youtu.be/S_8oOsA4a1U·19.1.Given today's situation, this became a bit too high risk for me. The outlook for further dividends was not promising. So I decided to sell my assets. I got into STG at a low level, so 15% return is fine.
2.12.20252.12.2025I think their five year plan sounds reasonable and more than achievable. I was playing around with the numbers a little bit and I'm guessing they cut the dividend to 7 DKK and that the margin will grow back to 20-21% during 2026.(Missing their own target of 22%) If they can grow revenue by 1-2% FY2026 as compared to FY2025 I think that is a pretty good investment case at these prices. IMO the stock is priced ridiculous and if management even comes close to their own goals over the next five years the stock price is going to increase. I'm targeting 110-120 DKK. Probably by the end of 2026 provided that they use the money they save from the dividend cut to de-leverage and get the margins back on track. Thoughts?
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 Q3 -tulosraportti
94 päivää sitten
‧37 min
8,50 DKK/osake
Viimeisin osinko
8,48%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
- ·30.1.So I got rid of the last STG shares. A significant double-digit million amount that I have cautiously divested over almost a year. The company is dominated by two foundations, Den Obelske Familiefond and Augustinus fonden. Both employ a lot of people, but the return on their billions is, to say the least, pathetic. They do not respond to inquiries. Arrogance probably covers incompetence and nepotism. The other major shareholders are probably investment funds etc., probably mostly in the USA, which also have Phillip Morris and British Tobacco in their portfolio. The only potential in STG is a takeover bid from one of the leading global players. Should the shareholders' interests be met, the management would curry favor to obtain a takeover bid. The foundations do not have a majority, but the management is, of course, in their pockets. STG is weak on next generation products (nicotine pouches etc.) and is unlikely to truly enter this growth market. When expectations are announced, it is always without "special items". This could be integration costs for necessary acquisitions that can maintain revenue in a declining market or optimization of IT systems. So not "special items", but real ongoing expenses that reduce annual profits. So be careful when you read about expectations from the company. Shareholders have been misled by large and increasing dividends over the years, but the money has been raised through increased borrowing and rising interest burdens rather than real earnings development. Now a "new" strategy has been implemented where the dividend level is reduced. The last bastion disappears. This stock will decline in value as organic revenue falls. The last bad news is the steadily falling $ exchange rate. The company's earnings are highly exposed to the USA.·7.2.Good post, a rare case on Nordnet forum. I myself exited at 96. Unfortunately not in the same holding class as you. Even though the strategy suggests this will work well going forward, I am skeptical that in the long run it will yield any significant return to shareholders. Dividend is reduced and it will hurt in the long run with the dormant share price.
- ·28.1.I wonder why we don't see a small drop here, considering the dollar development.
- ·12.12.2025Presentation from STG a couple of weeks ago: https://youtu.be/S_8oOsA4a1U·19.1.Given today's situation, this became a bit too high risk for me. The outlook for further dividends was not promising. So I decided to sell my assets. I got into STG at a low level, so 15% return is fine.
- 2.12.20252.12.2025I think their five year plan sounds reasonable and more than achievable. I was playing around with the numbers a little bit and I'm guessing they cut the dividend to 7 DKK and that the margin will grow back to 20-21% during 2026.(Missing their own target of 22%) If they can grow revenue by 1-2% FY2026 as compared to FY2025 I think that is a pretty good investment case at these prices. IMO the stock is priced ridiculous and if management even comes close to their own goals over the next five years the stock price is going to increase. I'm targeting 110-120 DKK. Probably by the end of 2026 provided that they use the money they save from the dividend cut to de-leverage and get the margins back on track. Thoughts?
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 Copenhagen
Määrä
Osto
19 395
Myynti
Määrä
14 723
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 42 | - | - | ||
| 246 | - | - | ||
| 360 | - | - | ||
| 59 | - | - | ||
| 41 | - | - |
Ylin
101VWAP
Alin
100VaihtoMäärä
6,5 64 786
VWAP
Ylin
101Alin
100VaihtoMäärä
6,5 64 786
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2025 Q4 -tulosraportti 4.3. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q3 -tulosraportti 12.11.2025 | ||
2025 Q2 -tulosraportti 28.8.2025 | ||
2025 Q1 -tulosraportti 21.5.2025 | ||
Vuosittainen yhtiökokous 2025 9.4.2025 | ||
2024 Q4 -tulosraportti 7.3.2025 |
2025 Q3 -tulosraportti
94 päivää sitten
‧37 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 | |
|---|---|
2025 Q4 -tulosraportti 4.3. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q3 -tulosraportti 12.11.2025 | ||
2025 Q2 -tulosraportti 28.8.2025 | ||
2025 Q1 -tulosraportti 21.5.2025 | ||
Vuosittainen yhtiökokous 2025 9.4.2025 | ||
2024 Q4 -tulosraportti 7.3.2025 |
8,50 DKK/osake
Viimeisin osinko
8,48%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·30.1.So I got rid of the last STG shares. A significant double-digit million amount that I have cautiously divested over almost a year. The company is dominated by two foundations, Den Obelske Familiefond and Augustinus fonden. Both employ a lot of people, but the return on their billions is, to say the least, pathetic. They do not respond to inquiries. Arrogance probably covers incompetence and nepotism. The other major shareholders are probably investment funds etc., probably mostly in the USA, which also have Phillip Morris and British Tobacco in their portfolio. The only potential in STG is a takeover bid from one of the leading global players. Should the shareholders' interests be met, the management would curry favor to obtain a takeover bid. The foundations do not have a majority, but the management is, of course, in their pockets. STG is weak on next generation products (nicotine pouches etc.) and is unlikely to truly enter this growth market. When expectations are announced, it is always without "special items". This could be integration costs for necessary acquisitions that can maintain revenue in a declining market or optimization of IT systems. So not "special items", but real ongoing expenses that reduce annual profits. So be careful when you read about expectations from the company. Shareholders have been misled by large and increasing dividends over the years, but the money has been raised through increased borrowing and rising interest burdens rather than real earnings development. Now a "new" strategy has been implemented where the dividend level is reduced. The last bastion disappears. This stock will decline in value as organic revenue falls. The last bad news is the steadily falling $ exchange rate. The company's earnings are highly exposed to the USA.·7.2.Good post, a rare case on Nordnet forum. I myself exited at 96. Unfortunately not in the same holding class as you. Even though the strategy suggests this will work well going forward, I am skeptical that in the long run it will yield any significant return to shareholders. Dividend is reduced and it will hurt in the long run with the dormant share price.
- ·28.1.I wonder why we don't see a small drop here, considering the dollar development.
- ·12.12.2025Presentation from STG a couple of weeks ago: https://youtu.be/S_8oOsA4a1U·19.1.Given today's situation, this became a bit too high risk for me. The outlook for further dividends was not promising. So I decided to sell my assets. I got into STG at a low level, so 15% return is fine.
- 2.12.20252.12.2025I think their five year plan sounds reasonable and more than achievable. I was playing around with the numbers a little bit and I'm guessing they cut the dividend to 7 DKK and that the margin will grow back to 20-21% during 2026.(Missing their own target of 22%) If they can grow revenue by 1-2% FY2026 as compared to FY2025 I think that is a pretty good investment case at these prices. IMO the stock is priced ridiculous and if management even comes close to their own goals over the next five years the stock price is going to increase. I'm targeting 110-120 DKK. Probably by the end of 2026 provided that they use the money they save from the dividend cut to de-leverage and get the margins back on track. Thoughts?
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 Copenhagen
Määrä
Osto
19 395
Myynti
Määrä
14 723
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 42 | - | - | ||
| 246 | - | - | ||
| 360 | - | - | ||
| 59 | - | - | ||
| 41 | - | - |
Ylin
101VWAP
Alin
100VaihtoMäärä
6,5 64 786
VWAP
Ylin
101Alin
100VaihtoMäärä
6,5 64 786
Välittäjätilasto
Dataa ei löytynyt