2025 Q3 -tulosraportti
108 päivää sitten
‧37 min
8,50 DKK/osake
Viimeisin osinko
8,35%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 434 | - | - | ||
| 1 146 | - | - | ||
| 176 | - | - | ||
| 1 428 | - | - | ||
| 2 875 | - | - |
Ylin
104VWAP
Alin
101,8VaihtoMäärä
17 164 998
VWAP
Ylin
104Alin
101,8VaihtoMäärä
17 164 998
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2025 Q4 -tulosraportti 11.3. |
| 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
·1 päivä sittenOn November 19th, I evaluated Scandinavian Tobacco Group from a fundamental perspective. The stock was then trading in the 89–90 range, and the focus was on the company's stable cash flow, robust margins, and attractive valuation relative to earnings. The case was a classic defensive quality investment with strong free cash flow generation, solid capital discipline, and dividend capacity. But also lower dividend Since then, the market has gradually confirmed the fundamental case – now also technically. The stock is currently trading at 103.60, corresponding to an increase of approximately 15 % since the November evaluation. The latest movement has been particularly interesting, as the stock has just broken above its 20-day high at 103.00. The breakout occurred with a volume of 164,770 shares against a 20-day average of 97,589 – corresponding to 169 % of normal volume. This indicates real capital allocation and not just short-term speculation. The technical structure has significantly improved: MA20: 99.52 MA50: 97.41 MA200: 101.44 RSI (14): 67 ADX (14): 29 The price is above both MA20, MA50, and MA200, which confirms a positive trend structure in the short and medium term. ADX is approaching 30, signaling nascent trend strength, while RSI shows momentum without extreme overbought conditions. The 52-week high is at 111.80, which leaves further technical upside potential, provided momentum continues. Nearest support is found around 99–100, while stronger structural support lies at 93. The fundamental case from November – evaluated at a price of 89–90 – is thus now supported by a technical breakthrough. When fundamental qualities begin to be reflected in price development, it is often a sign that the market is gradually repositioning itself for the new strategy. March 11th will be exciting when the Q4 report comes.
·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.
·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.
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
108 päivää sitten
‧37 min
8,50 DKK/osake
Viimeisin osinko
8,35%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
- ·1 päivä sittenOn November 19th, I evaluated Scandinavian Tobacco Group from a fundamental perspective. The stock was then trading in the 89–90 range, and the focus was on the company's stable cash flow, robust margins, and attractive valuation relative to earnings. The case was a classic defensive quality investment with strong free cash flow generation, solid capital discipline, and dividend capacity. But also lower dividend Since then, the market has gradually confirmed the fundamental case – now also technically. The stock is currently trading at 103.60, corresponding to an increase of approximately 15 % since the November evaluation. The latest movement has been particularly interesting, as the stock has just broken above its 20-day high at 103.00. The breakout occurred with a volume of 164,770 shares against a 20-day average of 97,589 – corresponding to 169 % of normal volume. This indicates real capital allocation and not just short-term speculation. The technical structure has significantly improved: MA20: 99.52 MA50: 97.41 MA200: 101.44 RSI (14): 67 ADX (14): 29 The price is above both MA20, MA50, and MA200, which confirms a positive trend structure in the short and medium term. ADX is approaching 30, signaling nascent trend strength, while RSI shows momentum without extreme overbought conditions. The 52-week high is at 111.80, which leaves further technical upside potential, provided momentum continues. Nearest support is found around 99–100, while stronger structural support lies at 93. The fundamental case from November – evaluated at a price of 89–90 – is thus now supported by a technical breakthrough. When fundamental qualities begin to be reflected in price development, it is often a sign that the market is gradually repositioning itself for the new strategy. March 11th will be exciting when the Q4 report comes.
- ·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.
- ·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.
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
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 434 | - | - | ||
| 1 146 | - | - | ||
| 176 | - | - | ||
| 1 428 | - | - | ||
| 2 875 | - | - |
Ylin
104VWAP
Alin
101,8VaihtoMäärä
17 164 998
VWAP
Ylin
104Alin
101,8VaihtoMäärä
17 164 998
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2025 Q4 -tulosraportti 11.3. |
| 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
108 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 11.3. |
| 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
8,35%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 päivä sittenOn November 19th, I evaluated Scandinavian Tobacco Group from a fundamental perspective. The stock was then trading in the 89–90 range, and the focus was on the company's stable cash flow, robust margins, and attractive valuation relative to earnings. The case was a classic defensive quality investment with strong free cash flow generation, solid capital discipline, and dividend capacity. But also lower dividend Since then, the market has gradually confirmed the fundamental case – now also technically. The stock is currently trading at 103.60, corresponding to an increase of approximately 15 % since the November evaluation. The latest movement has been particularly interesting, as the stock has just broken above its 20-day high at 103.00. The breakout occurred with a volume of 164,770 shares against a 20-day average of 97,589 – corresponding to 169 % of normal volume. This indicates real capital allocation and not just short-term speculation. The technical structure has significantly improved: MA20: 99.52 MA50: 97.41 MA200: 101.44 RSI (14): 67 ADX (14): 29 The price is above both MA20, MA50, and MA200, which confirms a positive trend structure in the short and medium term. ADX is approaching 30, signaling nascent trend strength, while RSI shows momentum without extreme overbought conditions. The 52-week high is at 111.80, which leaves further technical upside potential, provided momentum continues. Nearest support is found around 99–100, while stronger structural support lies at 93. The fundamental case from November – evaluated at a price of 89–90 – is thus now supported by a technical breakthrough. When fundamental qualities begin to be reflected in price development, it is often a sign that the market is gradually repositioning itself for the new strategy. March 11th will be exciting when the Q4 report comes.
- ·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.
- ·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.
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
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 434 | - | - | ||
| 1 146 | - | - | ||
| 176 | - | - | ||
| 1 428 | - | - | ||
| 2 875 | - | - |
Ylin
104VWAP
Alin
101,8VaihtoMäärä
17 164 998
VWAP
Ylin
104Alin
101,8VaihtoMäärä
17 164 998
Välittäjätilasto
Dataa ei löytynyt