2025 Q3 -tulosraportti
42 päivää sitten26 min
3,50 SEK/osake
Viimeisin osinko
Tarjoustasot
Nasdaq Stockholm
Määrä
Osto
998
Myynti
Määrä
1 240
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 2 | - | - | ||
| 156 | - | - | ||
| 38 | - | - | ||
| 19 | - | - | ||
| 42 | - | - |
Ylin
37,85VWAP
Alin
36VaihtoMäärä
2,4 65 377
VWAP
Ylin
37,85Alin
36VaihtoMäärä
2,4 65 377
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 65 377 | 65 377 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 65 377 | 65 377 | 0 | 0 |
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 19.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 23.10. | |
| 2025 Q3 -tulosraportti | 22.10. | |
| 2025 Q2 -tulosraportti | 16.7. | |
| 2025 Q2 -tulosraportti | 15.7. | |
| 2025 Q1 -tulosraportti | 24.4. |
Datan lähde: Quartr, FactSet
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·5 t sitten · Muokattu- ·5 t sitten · Muokattuhttps://m.youtube.com/watch?v=RsYg_2VYEXw Description #38 – B3 Consulting Group – turnaround case in the IT consulting market The Podcast Ett Case 0 Likes 30 Views Aug 20 2025 The Podcast Ett Case episodes with audio only In this episode, we take a closer look at B3 Consulting Group – a Nordic IT consulting company that has gone through a challenging period, but where several possible triggers point towards improvement.
- ·5 t sittenThe consulting market has been sluggish, but B3 believes that the bottom has been reached. We believe that better times will come, says Martin Stenström, who sees a slow improvement in the market ahead. The company expects to net increase the number of employees going forward. The utilization rate is expected to improve in the fourth quarter.·5 t sitten · MuokattuThe bottom has been reached and the stock is collapsing. Since the shareholders obviously do not trust the management, they can comfort themselves with an incoming and very competent CEO. Increasing the number of employees means something is happening. The shareholders are really out of touch with reality. AI is nothing more than a database that messes up most things. It will eventually create a lot of work for consultants. Cute AI cats eating potato chips are just entertainment.
·24.11.The development in this is constantly going further in the wrong direction. What do you think about the way forward here? Should one increase to reduce the average cost basis on this or is it time to give up before it gets even worse?·6 t sitten · MuokattuI'll throw in the rest in B3 tomorrow if we get a new buying day. Doubt it because of today's volume but who knows if it will be Black Friday...
·10.11.B3 is cheaper than it has been in a long time now. Compared to 2019 now, revenue and EBIT are 25% higher. The valuation measured as PB and PS is 25% lower. Pre-corona, the profit margin was between 2.5 and 4% and the profit was around 23 MSEK, corresponding to just over 3 kr/share. Today, revenue is 25% higher. If one assumes a "historically low" profit margin of 2%, this corresponds to 3 kr in profit per share with today's revenue. Cut and excerpted from Aktiespararna's analysis in June (after Q2 when the stock stood at 60 kr): ""The weak results of recent years are not due to internal problems but to a challenging market. Despite previously low profitability, the company is now facing a potential turnaround with, among other things, ongoing efficiency improvements" Aktiespararna believes there is a margin of safety in B3 Consulting's valuation, which leads them to recommend buying despite the uncertain market situation. Even if one does not believe that the profits of recent years are representative, but looks at margins "pre-corona", a profit margin of 3% corresponding to 4.7 kr profit per share is not utopian. Assuming PE 14 and 4.7 kr gives a price of 65 kr, which would correspond to an upside of over 40% in a couple of years' time. It also feels like the risk / reward is favorable and that the downside feels limited, but the stock has just fallen and fallen... My conclusion: It's a boring case where the revaluation may take time, but the downside appears limited. In the short term, there are easy comparable figures against Q424 - negatively, the sector's low popularity generally.·10.11."Now it will go up" would be nice, but there are reasons why the IT services sector continues to be disfavored: The market is challenging when many companies compete for assignments. Furthermore, AI is a gamechanger, which can either help or hinder, depending on how the company itself can use the technology in its business. CombinedX wrote in its report: "All customers we meet have a need to digitalize and streamline their processes and want to understand how AI can help them become more competitive. Investments in AI projects are still relatively small, but curiosity and initiatives are bubbling everywhere."·2 päivää sittenThe company is restructuring itself but so far it does not bear fruit.
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
42 päivää sitten26 min
3,50 SEK/osake
Viimeisin osinko
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
- ·5 t sitten · Muokattu
- ·5 t sitten · Muokattuhttps://m.youtube.com/watch?v=RsYg_2VYEXw Description #38 – B3 Consulting Group – turnaround case in the IT consulting market The Podcast Ett Case 0 Likes 30 Views Aug 20 2025 The Podcast Ett Case episodes with audio only In this episode, we take a closer look at B3 Consulting Group – a Nordic IT consulting company that has gone through a challenging period, but where several possible triggers point towards improvement.
- ·5 t sittenThe consulting market has been sluggish, but B3 believes that the bottom has been reached. We believe that better times will come, says Martin Stenström, who sees a slow improvement in the market ahead. The company expects to net increase the number of employees going forward. The utilization rate is expected to improve in the fourth quarter.·5 t sitten · MuokattuThe bottom has been reached and the stock is collapsing. Since the shareholders obviously do not trust the management, they can comfort themselves with an incoming and very competent CEO. Increasing the number of employees means something is happening. The shareholders are really out of touch with reality. AI is nothing more than a database that messes up most things. It will eventually create a lot of work for consultants. Cute AI cats eating potato chips are just entertainment.
- ·24.11.The development in this is constantly going further in the wrong direction. What do you think about the way forward here? Should one increase to reduce the average cost basis on this or is it time to give up before it gets even worse?·6 t sitten · MuokattuI'll throw in the rest in B3 tomorrow if we get a new buying day. Doubt it because of today's volume but who knows if it will be Black Friday...
- ·10.11.B3 is cheaper than it has been in a long time now. Compared to 2019 now, revenue and EBIT are 25% higher. The valuation measured as PB and PS is 25% lower. Pre-corona, the profit margin was between 2.5 and 4% and the profit was around 23 MSEK, corresponding to just over 3 kr/share. Today, revenue is 25% higher. If one assumes a "historically low" profit margin of 2%, this corresponds to 3 kr in profit per share with today's revenue. Cut and excerpted from Aktiespararna's analysis in June (after Q2 when the stock stood at 60 kr): ""The weak results of recent years are not due to internal problems but to a challenging market. Despite previously low profitability, the company is now facing a potential turnaround with, among other things, ongoing efficiency improvements" Aktiespararna believes there is a margin of safety in B3 Consulting's valuation, which leads them to recommend buying despite the uncertain market situation. Even if one does not believe that the profits of recent years are representative, but looks at margins "pre-corona", a profit margin of 3% corresponding to 4.7 kr profit per share is not utopian. Assuming PE 14 and 4.7 kr gives a price of 65 kr, which would correspond to an upside of over 40% in a couple of years' time. It also feels like the risk / reward is favorable and that the downside feels limited, but the stock has just fallen and fallen... My conclusion: It's a boring case where the revaluation may take time, but the downside appears limited. In the short term, there are easy comparable figures against Q424 - negatively, the sector's low popularity generally.·10.11."Now it will go up" would be nice, but there are reasons why the IT services sector continues to be disfavored: The market is challenging when many companies compete for assignments. Furthermore, AI is a gamechanger, which can either help or hinder, depending on how the company itself can use the technology in its business. CombinedX wrote in its report: "All customers we meet have a need to digitalize and streamline their processes and want to understand how AI can help them become more competitive. Investments in AI projects are still relatively small, but curiosity and initiatives are bubbling everywhere."·2 päivää sittenThe company is restructuring itself but so far it does not bear fruit.
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 Stockholm
Määrä
Osto
998
Myynti
Määrä
1 240
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 2 | - | - | ||
| 156 | - | - | ||
| 38 | - | - | ||
| 19 | - | - | ||
| 42 | - | - |
Ylin
37,85VWAP
Alin
36VaihtoMäärä
2,4 65 377
VWAP
Ylin
37,85Alin
36VaihtoMäärä
2,4 65 377
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 65 377 | 65 377 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 65 377 | 65 377 | 0 | 0 |
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 19.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 23.10. | |
| 2025 Q3 -tulosraportti | 22.10. | |
| 2025 Q2 -tulosraportti | 16.7. | |
| 2025 Q2 -tulosraportti | 15.7. | |
| 2025 Q1 -tulosraportti | 24.4. |
Datan lähde: Quartr, FactSet
2025 Q3 -tulosraportti
42 päivää sitten26 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 Q4 -tulosraportti | 19.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 23.10. | |
| 2025 Q3 -tulosraportti | 22.10. | |
| 2025 Q2 -tulosraportti | 16.7. | |
| 2025 Q2 -tulosraportti | 15.7. | |
| 2025 Q1 -tulosraportti | 24.4. |
Datan lähde: Quartr, FactSet
3,50 SEK/osake
Viimeisin osinko
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·5 t sitten · Muokattu
- ·5 t sitten · Muokattuhttps://m.youtube.com/watch?v=RsYg_2VYEXw Description #38 – B3 Consulting Group – turnaround case in the IT consulting market The Podcast Ett Case 0 Likes 30 Views Aug 20 2025 The Podcast Ett Case episodes with audio only In this episode, we take a closer look at B3 Consulting Group – a Nordic IT consulting company that has gone through a challenging period, but where several possible triggers point towards improvement.
- ·5 t sittenThe consulting market has been sluggish, but B3 believes that the bottom has been reached. We believe that better times will come, says Martin Stenström, who sees a slow improvement in the market ahead. The company expects to net increase the number of employees going forward. The utilization rate is expected to improve in the fourth quarter.·5 t sitten · MuokattuThe bottom has been reached and the stock is collapsing. Since the shareholders obviously do not trust the management, they can comfort themselves with an incoming and very competent CEO. Increasing the number of employees means something is happening. The shareholders are really out of touch with reality. AI is nothing more than a database that messes up most things. It will eventually create a lot of work for consultants. Cute AI cats eating potato chips are just entertainment.
- ·24.11.The development in this is constantly going further in the wrong direction. What do you think about the way forward here? Should one increase to reduce the average cost basis on this or is it time to give up before it gets even worse?·6 t sitten · MuokattuI'll throw in the rest in B3 tomorrow if we get a new buying day. Doubt it because of today's volume but who knows if it will be Black Friday...
- ·10.11.B3 is cheaper than it has been in a long time now. Compared to 2019 now, revenue and EBIT are 25% higher. The valuation measured as PB and PS is 25% lower. Pre-corona, the profit margin was between 2.5 and 4% and the profit was around 23 MSEK, corresponding to just over 3 kr/share. Today, revenue is 25% higher. If one assumes a "historically low" profit margin of 2%, this corresponds to 3 kr in profit per share with today's revenue. Cut and excerpted from Aktiespararna's analysis in June (after Q2 when the stock stood at 60 kr): ""The weak results of recent years are not due to internal problems but to a challenging market. Despite previously low profitability, the company is now facing a potential turnaround with, among other things, ongoing efficiency improvements" Aktiespararna believes there is a margin of safety in B3 Consulting's valuation, which leads them to recommend buying despite the uncertain market situation. Even if one does not believe that the profits of recent years are representative, but looks at margins "pre-corona", a profit margin of 3% corresponding to 4.7 kr profit per share is not utopian. Assuming PE 14 and 4.7 kr gives a price of 65 kr, which would correspond to an upside of over 40% in a couple of years' time. It also feels like the risk / reward is favorable and that the downside feels limited, but the stock has just fallen and fallen... My conclusion: It's a boring case where the revaluation may take time, but the downside appears limited. In the short term, there are easy comparable figures against Q424 - negatively, the sector's low popularity generally.·10.11."Now it will go up" would be nice, but there are reasons why the IT services sector continues to be disfavored: The market is challenging when many companies compete for assignments. Furthermore, AI is a gamechanger, which can either help or hinder, depending on how the company itself can use the technology in its business. CombinedX wrote in its report: "All customers we meet have a need to digitalize and streamline their processes and want to understand how AI can help them become more competitive. Investments in AI projects are still relatively small, but curiosity and initiatives are bubbling everywhere."·2 päivää sittenThe company is restructuring itself but so far it does not bear fruit.
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 Stockholm
Määrä
Osto
998
Myynti
Määrä
1 240
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 2 | - | - | ||
| 156 | - | - | ||
| 38 | - | - | ||
| 19 | - | - | ||
| 42 | - | - |
Ylin
37,85VWAP
Alin
36VaihtoMäärä
2,4 65 377
VWAP
Ylin
37,85Alin
36VaihtoMäärä
2,4 65 377
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 65 377 | 65 377 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 65 377 | 65 377 | 0 | 0 |