Q2-osavuosiraportti
21 päivää sitten‧40 min
8,50 DKK/osake
Viimeisin osinko
9,35 %
Tuotto/v
Tarjoustasot
Nasdaq Copenhagen
Määrä
Osto
368
Myynti
Määrä
444
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 9 | - | - | ||
| 23 | - | - | ||
| 55 | - | - | ||
| 282 | - | - | ||
| 72 | - | - |
Ylin
91VWAP
Alin
90,2VaihtoMäärä
2,2 23 740
VWAP
Ylin
91Alin
90,2VaihtoMäärä
2,2 23 740
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 34 487 | 34 487 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 34 487 | 34 487 | 0 | 0 |
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q3-osavuosiraportti | 11.11. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 28.8. | |
| 2025 Q2-osavuosiraportti | 27.8. | |
| 2025 Q1-osavuosiraportti | 21.5. | |
| 2025 Q1-osavuosiraportti | 20.5. | |
| 2024 Yhtiökokous | 9.4. |
Datan lähde: Millistream, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
30.8.·It is to be expected that there will be new interest from political parties in the long election campaign we are in and the lead up to the general election, which may already take place in the spring. Smoking policy will not be at the center of the election campaign, - especially not in the municipal elections, but stricter smoking restrictions will be proposed and the tax will be increased. The latter may already be part of the finance law negotiations, as financing for tax reductions on several products. The current proposal with tax reductions on sweets and chocolate has already been accused of having a negative effect on public health. A higher tobacco tax will change the profile and the government will have a hard time resisting that argument. In fact, it looks like a 'director's' gift to a party outside the government. The arguments for an increase can be strengthened by the fact that health care costs will fall in the long term and the supply of labor will increase. Of the three government parties, the Social Democrats will have the hardest time with an increase. We are therefore entering a period where uncertainty about STG will increase, because new restrictions and tax increases will pressure earnings at STG. I have invested in STG myself and will keep an eye on whether there will be a major price drop during the period, which I will immediately use to supplement. It is immediately more difficult to assess where to sell. On the plus side, it is a nice capitalization and maintaining the dividend policy. On the minus side, it is stated that the industry is under political pressure and perhaps even, over decades, an industry in liquidation, which gives further reason to maintain the dividend policy. There are a lot of reservations, - also in connection with the next financial statements, but if the price falls back again from the current 90-91 to 85-86, I will think of more. I will decide on a sale after the general election.
14.9.·👍 Politicians control too much and they don't understand much. Why not ban the biggest game of all, the stock market and its derivatives such as warranted options etc. short selling. Much easier to gamble away money on the stock market from my own experience. The state doesn't make small money playing games when they fine companies with licenses and those without get away with it.
29.8.·The most sensible way to achieve value for shareholders is to sell the majority to a competitor such as Phillip Morris or British American Tobacco, which can achieve enormous synergies, counter US tariffs through local production and already has a strong position in next generation products (nicotine pouches). STG bought the bankrupt estate of Mac Baren, which closed the factory in the US and makes the goods in Denmark, for about 20 times earnings. STG can probably be sold for something similar, i.e. a price of about 180. Management and funds with about 39% of STG will of course try to block the sale due to their own interests and nepotism. The first low-hanging fruit for the buyer is 50 million saved annually on the board of directors and management. A buyer who achieves at least 50% does not need the funds' shares. They can then choose a future without influence, where they will be starved. At the next general meeting, I will propose that the board of directors work to sell the company. Not in the naivety that they agree with the obvious proposal, but to draw the attention of competitors to the interest among shareholders in receiving a purchase offer for the company. I will of course first fertilize the soil with the competitors. Note that if the funds try to tighten their legs by increasing their positions, they will almost certainly be obliged to make a purchase offer to all shareholders according to the stock exchange rules.
4.9.·Fully support your thoughts here, my 500 shares will vote for your proposal.
28.8.28.8.Should STG keep the dividend at 8,5 DKK or should they lower it to buy back shares aggressively at this price, what is the most prudent way to yield the most shareholder value?41 ääntä PäättynytLiity Sharevilleen nähdäksesi tuloksetKeep dividend unchanged29%Buy back more shares37%A mix of both34%
28.8.·As I understand it, EPS is expected to be DKK 12-14 for 2025 (3.3 in Q2). Should mean a dividend of DKK 8.5 - 9.5. Approximately 10% in direct return. Is that completely wrong thinking?
27.8. · Muokattu·A mixed general trading session with both positive and negative trends, but roughly in line with expectations. In the short term, I assess that the share will perform neutrally. In the slightly longer term, 1-3 years, I am at least positive.
27.8.·Strange if it rises after headlines about earnings being under pressure due to tariffs, currency and geopolitics, and revenue at the lower end of the range. In that case, it must be large long-term investors who are buying up. And fortunately there are some of them
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.
Q2-osavuosiraportti
21 päivää sitten‧40 min
8,50 DKK/osake
Viimeisin osinko
9,35 %
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
- 30.8.·It is to be expected that there will be new interest from political parties in the long election campaign we are in and the lead up to the general election, which may already take place in the spring. Smoking policy will not be at the center of the election campaign, - especially not in the municipal elections, but stricter smoking restrictions will be proposed and the tax will be increased. The latter may already be part of the finance law negotiations, as financing for tax reductions on several products. The current proposal with tax reductions on sweets and chocolate has already been accused of having a negative effect on public health. A higher tobacco tax will change the profile and the government will have a hard time resisting that argument. In fact, it looks like a 'director's' gift to a party outside the government. The arguments for an increase can be strengthened by the fact that health care costs will fall in the long term and the supply of labor will increase. Of the three government parties, the Social Democrats will have the hardest time with an increase. We are therefore entering a period where uncertainty about STG will increase, because new restrictions and tax increases will pressure earnings at STG. I have invested in STG myself and will keep an eye on whether there will be a major price drop during the period, which I will immediately use to supplement. It is immediately more difficult to assess where to sell. On the plus side, it is a nice capitalization and maintaining the dividend policy. On the minus side, it is stated that the industry is under political pressure and perhaps even, over decades, an industry in liquidation, which gives further reason to maintain the dividend policy. There are a lot of reservations, - also in connection with the next financial statements, but if the price falls back again from the current 90-91 to 85-86, I will think of more. I will decide on a sale after the general election.14.9.·👍 Politicians control too much and they don't understand much. Why not ban the biggest game of all, the stock market and its derivatives such as warranted options etc. short selling. Much easier to gamble away money on the stock market from my own experience. The state doesn't make small money playing games when they fine companies with licenses and those without get away with it.
- 29.8.·The most sensible way to achieve value for shareholders is to sell the majority to a competitor such as Phillip Morris or British American Tobacco, which can achieve enormous synergies, counter US tariffs through local production and already has a strong position in next generation products (nicotine pouches). STG bought the bankrupt estate of Mac Baren, which closed the factory in the US and makes the goods in Denmark, for about 20 times earnings. STG can probably be sold for something similar, i.e. a price of about 180. Management and funds with about 39% of STG will of course try to block the sale due to their own interests and nepotism. The first low-hanging fruit for the buyer is 50 million saved annually on the board of directors and management. A buyer who achieves at least 50% does not need the funds' shares. They can then choose a future without influence, where they will be starved. At the next general meeting, I will propose that the board of directors work to sell the company. Not in the naivety that they agree with the obvious proposal, but to draw the attention of competitors to the interest among shareholders in receiving a purchase offer for the company. I will of course first fertilize the soil with the competitors. Note that if the funds try to tighten their legs by increasing their positions, they will almost certainly be obliged to make a purchase offer to all shareholders according to the stock exchange rules.4.9.·Fully support your thoughts here, my 500 shares will vote for your proposal.
- 28.8.28.8.Should STG keep the dividend at 8,5 DKK or should they lower it to buy back shares aggressively at this price, what is the most prudent way to yield the most shareholder value?41 ääntä PäättynytLiity Sharevilleen nähdäksesi tuloksetKeep dividend unchanged29%Buy back more shares37%A mix of both34%
- 28.8.·As I understand it, EPS is expected to be DKK 12-14 for 2025 (3.3 in Q2). Should mean a dividend of DKK 8.5 - 9.5. Approximately 10% in direct return. Is that completely wrong thinking?
- 27.8. · Muokattu·A mixed general trading session with both positive and negative trends, but roughly in line with expectations. In the short term, I assess that the share will perform neutrally. In the slightly longer term, 1-3 years, I am at least positive.27.8.·Strange if it rises after headlines about earnings being under pressure due to tariffs, currency and geopolitics, and revenue at the lower end of the range. In that case, it must be large long-term investors who are buying up. And fortunately there are some of them
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
368
Myynti
Määrä
444
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 9 | - | - | ||
| 23 | - | - | ||
| 55 | - | - | ||
| 282 | - | - | ||
| 72 | - | - |
Ylin
91VWAP
Alin
90,2VaihtoMäärä
2,2 23 740
VWAP
Ylin
91Alin
90,2VaihtoMäärä
2,2 23 740
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 34 487 | 34 487 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 34 487 | 34 487 | 0 | 0 |
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q3-osavuosiraportti | 11.11. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 28.8. | |
| 2025 Q2-osavuosiraportti | 27.8. | |
| 2025 Q1-osavuosiraportti | 21.5. | |
| 2025 Q1-osavuosiraportti | 20.5. | |
| 2024 Yhtiökokous | 9.4. |
Datan lähde: Millistream, Quartr
Q2-osavuosiraportti
21 päivää sitten‧40 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 Q3-osavuosiraportti | 11.11. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 28.8. | |
| 2025 Q2-osavuosiraportti | 27.8. | |
| 2025 Q1-osavuosiraportti | 21.5. | |
| 2025 Q1-osavuosiraportti | 20.5. | |
| 2024 Yhtiökokous | 9.4. |
Datan lähde: Millistream, Quartr
8,50 DKK/osake
Viimeisin osinko
9,35 %
Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 30.8.·It is to be expected that there will be new interest from political parties in the long election campaign we are in and the lead up to the general election, which may already take place in the spring. Smoking policy will not be at the center of the election campaign, - especially not in the municipal elections, but stricter smoking restrictions will be proposed and the tax will be increased. The latter may already be part of the finance law negotiations, as financing for tax reductions on several products. The current proposal with tax reductions on sweets and chocolate has already been accused of having a negative effect on public health. A higher tobacco tax will change the profile and the government will have a hard time resisting that argument. In fact, it looks like a 'director's' gift to a party outside the government. The arguments for an increase can be strengthened by the fact that health care costs will fall in the long term and the supply of labor will increase. Of the three government parties, the Social Democrats will have the hardest time with an increase. We are therefore entering a period where uncertainty about STG will increase, because new restrictions and tax increases will pressure earnings at STG. I have invested in STG myself and will keep an eye on whether there will be a major price drop during the period, which I will immediately use to supplement. It is immediately more difficult to assess where to sell. On the plus side, it is a nice capitalization and maintaining the dividend policy. On the minus side, it is stated that the industry is under political pressure and perhaps even, over decades, an industry in liquidation, which gives further reason to maintain the dividend policy. There are a lot of reservations, - also in connection with the next financial statements, but if the price falls back again from the current 90-91 to 85-86, I will think of more. I will decide on a sale after the general election.14.9.·👍 Politicians control too much and they don't understand much. Why not ban the biggest game of all, the stock market and its derivatives such as warranted options etc. short selling. Much easier to gamble away money on the stock market from my own experience. The state doesn't make small money playing games when they fine companies with licenses and those without get away with it.
- 29.8.·The most sensible way to achieve value for shareholders is to sell the majority to a competitor such as Phillip Morris or British American Tobacco, which can achieve enormous synergies, counter US tariffs through local production and already has a strong position in next generation products (nicotine pouches). STG bought the bankrupt estate of Mac Baren, which closed the factory in the US and makes the goods in Denmark, for about 20 times earnings. STG can probably be sold for something similar, i.e. a price of about 180. Management and funds with about 39% of STG will of course try to block the sale due to their own interests and nepotism. The first low-hanging fruit for the buyer is 50 million saved annually on the board of directors and management. A buyer who achieves at least 50% does not need the funds' shares. They can then choose a future without influence, where they will be starved. At the next general meeting, I will propose that the board of directors work to sell the company. Not in the naivety that they agree with the obvious proposal, but to draw the attention of competitors to the interest among shareholders in receiving a purchase offer for the company. I will of course first fertilize the soil with the competitors. Note that if the funds try to tighten their legs by increasing their positions, they will almost certainly be obliged to make a purchase offer to all shareholders according to the stock exchange rules.4.9.·Fully support your thoughts here, my 500 shares will vote for your proposal.
- 28.8.28.8.Should STG keep the dividend at 8,5 DKK or should they lower it to buy back shares aggressively at this price, what is the most prudent way to yield the most shareholder value?41 ääntä PäättynytLiity Sharevilleen nähdäksesi tuloksetKeep dividend unchanged29%Buy back more shares37%A mix of both34%
- 28.8.·As I understand it, EPS is expected to be DKK 12-14 for 2025 (3.3 in Q2). Should mean a dividend of DKK 8.5 - 9.5. Approximately 10% in direct return. Is that completely wrong thinking?
- 27.8. · Muokattu·A mixed general trading session with both positive and negative trends, but roughly in line with expectations. In the short term, I assess that the share will perform neutrally. In the slightly longer term, 1-3 years, I am at least positive.27.8.·Strange if it rises after headlines about earnings being under pressure due to tariffs, currency and geopolitics, and revenue at the lower end of the range. In that case, it must be large long-term investors who are buying up. And fortunately there are some of them
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
368
Myynti
Määrä
444
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 9 | - | - | ||
| 23 | - | - | ||
| 55 | - | - | ||
| 282 | - | - | ||
| 72 | - | - |
Ylin
91VWAP
Alin
90,2VaihtoMäärä
2,2 23 740
VWAP
Ylin
91Alin
90,2VaihtoMäärä
2,2 23 740
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 34 487 | 34 487 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 34 487 | 34 487 | 0 | 0 |