2025 Q3 -tulosraportti
32 päivää sitten8,50 DKK/osake
Viimeisin osinko
9,14 %Tuotto/v
Tarjoustasot
Nasdaq Copenhagen
Määrä
Osto
35 914
Myynti
Määrä
54 663
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 882 | - | - | ||
| 50 | - | - | ||
| 5 | - | - | ||
| 966 | - | - | ||
| 114 | - | - |
Ylin
93,3VWAP
Alin
92,5VaihtoMäärä
9,9 106 587
VWAP
Ylin
93,3Alin
92,5VaihtoMäärä
9,9 106 587
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 11.3.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 11.11. | |
| 2025 Q2 -tulosraportti | 27.8. | |
| 2025 Q1 -tulosraportti | 14.5. | |
| Vuosittainen yhtiökokous 2025 | 9.4. | |
| 2024 Q4 -tulosraportti | 6.3. |
Datan lähde: FactSet, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
2.12.2.12.I 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?
·19.11.STG has unveiled the new five-year strategy Focus2030, which marks a clear shift from growth to value creation, efficiency improvement and higher return on capital. The strategy precisely addresses the structural challenges I have previously identified: weaker ROIC, need for stronger capital discipline and a more profitable product mix. The main points of Focus2030 include: 1. A strengthened focus on European machine-rolled tobacco, global expansion of hand-rolled cigars and significant growth in nicotine pouches. 2. New financial targets: ROIC ≥ 11 %, organic EBIT growth in low single digit and free cash flow ≥ DKK 1.2 billion in 2030. 3. A new capital policy based on 40–60 % payout of adjusted EPS as well as flexible share buybacks depending on leverage (target ≤ 2.5x). 4. An efficiency program of approx. DKK 200 million, with full effect early in the strategy period. My previous wishes from November 12 for the upcoming strategy were fortunately met close to 100 %. The need for higher ROIC, increased capital discipline, a strategic shift towards premium segments and nicotine pouches, as well as a more flexible capital policy. The savings level was slightly lower than my DKK 250–300 million, but the direction is exactly the same. The financial ambitions and FCF targets allow for a revision of the share price development. I see the following share price valuation (previously 94 after Q3): • 2026: 100–110 • 2027–2028: 110–125 • 2030: 125–145 Focus2030 increases the probability of a structural revaluation of the share. I estimate a long-term potential of +35–55 % towards 2030, excl. dividend.
·26.11.A fall in dividend will likely trigger significant selling pressure in my opinion. Compared to your assessment, it would be wise to load up first in two quarters as I assess it. How much will actually be feasible in cost efficiency I will assess after Q4. If efficiency falls, there will be a cut in dividend to have money in the bank. We'll see, as of now they are just a listening post in my portfolio. So one should load up some capital for a possible movement in this one.
·19.11.A new dividend policy of 40-60% is a negative in my eyes. It will be a long haul to see the light at the end of the tunnel.
·19.11.The most important thing must be the operations, and here the strategy shows that they want to improve operations and lift ROIC, which is really good. Being a shareholder in a well-managed company with approx. 50% payout is always better than being a shareholder in a struggling company with "fixed" distributions.
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
32 päivää sitten8,50 DKK/osake
Viimeisin osinko
9,14 %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
- 2.12.2.12.I 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?
- ·19.11.STG has unveiled the new five-year strategy Focus2030, which marks a clear shift from growth to value creation, efficiency improvement and higher return on capital. The strategy precisely addresses the structural challenges I have previously identified: weaker ROIC, need for stronger capital discipline and a more profitable product mix. The main points of Focus2030 include: 1. A strengthened focus on European machine-rolled tobacco, global expansion of hand-rolled cigars and significant growth in nicotine pouches. 2. New financial targets: ROIC ≥ 11 %, organic EBIT growth in low single digit and free cash flow ≥ DKK 1.2 billion in 2030. 3. A new capital policy based on 40–60 % payout of adjusted EPS as well as flexible share buybacks depending on leverage (target ≤ 2.5x). 4. An efficiency program of approx. DKK 200 million, with full effect early in the strategy period. My previous wishes from November 12 for the upcoming strategy were fortunately met close to 100 %. The need for higher ROIC, increased capital discipline, a strategic shift towards premium segments and nicotine pouches, as well as a more flexible capital policy. The savings level was slightly lower than my DKK 250–300 million, but the direction is exactly the same. The financial ambitions and FCF targets allow for a revision of the share price development. I see the following share price valuation (previously 94 after Q3): • 2026: 100–110 • 2027–2028: 110–125 • 2030: 125–145 Focus2030 increases the probability of a structural revaluation of the share. I estimate a long-term potential of +35–55 % towards 2030, excl. dividend.·26.11.A fall in dividend will likely trigger significant selling pressure in my opinion. Compared to your assessment, it would be wise to load up first in two quarters as I assess it. How much will actually be feasible in cost efficiency I will assess after Q4. If efficiency falls, there will be a cut in dividend to have money in the bank. We'll see, as of now they are just a listening post in my portfolio. So one should load up some capital for a possible movement in this one.
- ·19.11.A new dividend policy of 40-60% is a negative in my eyes. It will be a long haul to see the light at the end of the tunnel.·19.11.The most important thing must be the operations, and here the strategy shows that they want to improve operations and lift ROIC, which is really good. Being a shareholder in a well-managed company with approx. 50% payout is always better than being a shareholder in a struggling company with "fixed" distributions.
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
35 914
Myynti
Määrä
54 663
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 882 | - | - | ||
| 50 | - | - | ||
| 5 | - | - | ||
| 966 | - | - | ||
| 114 | - | - |
Ylin
93,3VWAP
Alin
92,5VaihtoMäärä
9,9 106 587
VWAP
Ylin
93,3Alin
92,5VaihtoMäärä
9,9 106 587
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 11.3.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 11.11. | |
| 2025 Q2 -tulosraportti | 27.8. | |
| 2025 Q1 -tulosraportti | 14.5. | |
| Vuosittainen yhtiökokous 2025 | 9.4. | |
| 2024 Q4 -tulosraportti | 6.3. |
Datan lähde: FactSet, Quartr
2025 Q3 -tulosraportti
32 päivää sittenUutiset 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 | 11.3.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 11.11. | |
| 2025 Q2 -tulosraportti | 27.8. | |
| 2025 Q1 -tulosraportti | 14.5. | |
| Vuosittainen yhtiökokous 2025 | 9.4. | |
| 2024 Q4 -tulosraportti | 6.3. |
Datan lähde: FactSet, Quartr
8,50 DKK/osake
Viimeisin osinko
9,14 %Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 2.12.2.12.I 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?
- ·19.11.STG has unveiled the new five-year strategy Focus2030, which marks a clear shift from growth to value creation, efficiency improvement and higher return on capital. The strategy precisely addresses the structural challenges I have previously identified: weaker ROIC, need for stronger capital discipline and a more profitable product mix. The main points of Focus2030 include: 1. A strengthened focus on European machine-rolled tobacco, global expansion of hand-rolled cigars and significant growth in nicotine pouches. 2. New financial targets: ROIC ≥ 11 %, organic EBIT growth in low single digit and free cash flow ≥ DKK 1.2 billion in 2030. 3. A new capital policy based on 40–60 % payout of adjusted EPS as well as flexible share buybacks depending on leverage (target ≤ 2.5x). 4. An efficiency program of approx. DKK 200 million, with full effect early in the strategy period. My previous wishes from November 12 for the upcoming strategy were fortunately met close to 100 %. The need for higher ROIC, increased capital discipline, a strategic shift towards premium segments and nicotine pouches, as well as a more flexible capital policy. The savings level was slightly lower than my DKK 250–300 million, but the direction is exactly the same. The financial ambitions and FCF targets allow for a revision of the share price development. I see the following share price valuation (previously 94 after Q3): • 2026: 100–110 • 2027–2028: 110–125 • 2030: 125–145 Focus2030 increases the probability of a structural revaluation of the share. I estimate a long-term potential of +35–55 % towards 2030, excl. dividend.·26.11.A fall in dividend will likely trigger significant selling pressure in my opinion. Compared to your assessment, it would be wise to load up first in two quarters as I assess it. How much will actually be feasible in cost efficiency I will assess after Q4. If efficiency falls, there will be a cut in dividend to have money in the bank. We'll see, as of now they are just a listening post in my portfolio. So one should load up some capital for a possible movement in this one.
- ·19.11.A new dividend policy of 40-60% is a negative in my eyes. It will be a long haul to see the light at the end of the tunnel.·19.11.The most important thing must be the operations, and here the strategy shows that they want to improve operations and lift ROIC, which is really good. Being a shareholder in a well-managed company with approx. 50% payout is always better than being a shareholder in a struggling company with "fixed" distributions.
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
35 914
Myynti
Määrä
54 663
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 882 | - | - | ||
| 50 | - | - | ||
| 5 | - | - | ||
| 966 | - | - | ||
| 114 | - | - |
Ylin
93,3VWAP
Alin
92,5VaihtoMäärä
9,9 106 587
VWAP
Ylin
93,3Alin
92,5VaihtoMäärä
9,9 106 587
Välittäjätilasto
Dataa ei löytynyt