2026 Q2 - tulosraportti
62 päivää sitten
‧49 min
8,75 SEK/osake
Viimeisin osinko
3,35%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 436 | - | - | ||
| 500 | - | - | ||
| 957 | - | - | ||
| 1 096 | - | - | ||
| 1 324 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 22.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 16.7. | ||
2026 Q1 - tulosraportti 23.4. | ||
2025 Q4 - tulosraportti 22.1. | ||
2025 Q3 - tulosraportti 23.10.2025 | ||
2025 Q2 - tulosraportti 17.7.2025 |
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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·11.9. · MuokattuI have bought today and will keep an eye on: 261.3 → 262.8 → 268.2 → 273–275 → 285.5 → 297.8 → 315 The interesting thing right now is that the price is just below Fib 0.5 at 262.8. If that level is retaken and held on a pullback, I would see 268.2 as the first clear upside target. A break of 273–275 would then open up for a test of 285.5. On the downside, 257.4 (0.618) is the fib level I would particularly watch if 262.8 continues to reject the price. My opinion and not advice
·11.9.Essity – boring in the right way Essity might not be the stock that gets the most attention, but I think the market still underestimates how attractive the combination is of stable products, strong brands, recurring demand and improved profitability. The interesting thing is that the case doesn't require a fantastic economic climate. Hygiene products are sold regardless of whether the economy is strong or weak, while Essity has gained better control over prices, costs and margins after the tougher inflation years. At today's level around 263 kr, I think the risk/reward looks good. My valuation is approximately around 290 kr fair value and 305 kr in 12 months. It's no rocket, but it's precisely the type of company where stable earnings growth, dividends and a certain revaluation can provide a very decent total return without having to take extreme risk. For me, Essity is a clear HOLD/INCREASE case. I own the stock myself, so please do your own analysis.
·26.8.Technical Analysis: https://www.youtube.com/playlist?list=PLWhCLdkFfOMo6FMezLGcSlL4kfmojgyBq
·23.8.The Essity share has risen over the past year, but modestly. Potential spin-off, buybacks, exchange rate, and Gardell's entry lead Di to repeat its buy recommendation. https://nyemissioner.se/nyheter/essity-far-upprepad-koprekommendation-av-dagens-industri- ·20.8.Essity's Brazil acquisition - AI analysis 1. What is Essity buying? Essity is acquiring Kenvue's Brazilian feminine-care business with the brands Carefree, Sempre Livre and o.b. for 284 MUSD, approximately 2.7 mdkr, on a debt-free/cash-free basis. The business had sales of approximately 800 MBRL, corresponding to about 1.4 mdkr, over the last twelve months to June 2026. This implies: EV/Sales ≈ 1.9x It is not obviously cheap on sales, but it is also not expensive for established consumer brands if profitability is high. ⸻ 2. The big question: what does the business earn? Kenvue does not report EBITA specifically for the Brazilian business. However, Kenvue reports adjusted operating profit for Essential Health, which includes Women’s Health. Essential Health had an adjusted operating margin of approximately 25–26 % in 2025. It is not possible to directly apply that margin to Brazil, but it gives us an important benchmark. I would therefore use: EBITA margin EBITA Purchase Price/EBITA 15 % 120 MBRL 12.3x 20 % 160 MBRL 9.3x 22.5 % 180 MBRL 8.2x 25 % 200 MBRL 7.4x 27.5 % 220 MBRL 6.7x My base scenario is approximately 22–25 % EBITA margin, which means Essity is likely paying approximately 7.5–8.2x EBITA. I think that looks attractive. ⸻
As usual, the analysts are skeptical, but Gardell usually knows what he's doing. I've followed his lead before and I'm doing it again now, but one must be long-term.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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.
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
62 päivää sitten
‧49 min
8,75 SEK/osake
Viimeisin osinko
3,35%Tuotto/v
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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·11.9. · MuokattuI have bought today and will keep an eye on: 261.3 → 262.8 → 268.2 → 273–275 → 285.5 → 297.8 → 315 The interesting thing right now is that the price is just below Fib 0.5 at 262.8. If that level is retaken and held on a pullback, I would see 268.2 as the first clear upside target. A break of 273–275 would then open up for a test of 285.5. On the downside, 257.4 (0.618) is the fib level I would particularly watch if 262.8 continues to reject the price. My opinion and not advice
- ·11.9.Essity – boring in the right way Essity might not be the stock that gets the most attention, but I think the market still underestimates how attractive the combination is of stable products, strong brands, recurring demand and improved profitability. The interesting thing is that the case doesn't require a fantastic economic climate. Hygiene products are sold regardless of whether the economy is strong or weak, while Essity has gained better control over prices, costs and margins after the tougher inflation years. At today's level around 263 kr, I think the risk/reward looks good. My valuation is approximately around 290 kr fair value and 305 kr in 12 months. It's no rocket, but it's precisely the type of company where stable earnings growth, dividends and a certain revaluation can provide a very decent total return without having to take extreme risk. For me, Essity is a clear HOLD/INCREASE case. I own the stock myself, so please do your own analysis.
- ·26.8.Technical Analysis: https://www.youtube.com/playlist?list=PLWhCLdkFfOMo6FMezLGcSlL4kfmojgyBq
- ·23.8.The Essity share has risen over the past year, but modestly. Potential spin-off, buybacks, exchange rate, and Gardell's entry lead Di to repeat its buy recommendation. https://nyemissioner.se/nyheter/essity-far-upprepad-koprekommendation-av-dagens-industri
- ·20.8.Essity's Brazil acquisition - AI analysis 1. What is Essity buying? Essity is acquiring Kenvue's Brazilian feminine-care business with the brands Carefree, Sempre Livre and o.b. for 284 MUSD, approximately 2.7 mdkr, on a debt-free/cash-free basis. The business had sales of approximately 800 MBRL, corresponding to about 1.4 mdkr, over the last twelve months to June 2026. This implies: EV/Sales ≈ 1.9x It is not obviously cheap on sales, but it is also not expensive for established consumer brands if profitability is high. ⸻ 2. The big question: what does the business earn? Kenvue does not report EBITA specifically for the Brazilian business. However, Kenvue reports adjusted operating profit for Essential Health, which includes Women’s Health. Essential Health had an adjusted operating margin of approximately 25–26 % in 2025. It is not possible to directly apply that margin to Brazil, but it gives us an important benchmark. I would therefore use: EBITA margin EBITA Purchase Price/EBITA 15 % 120 MBRL 12.3x 20 % 160 MBRL 9.3x 22.5 % 180 MBRL 8.2x 25 % 200 MBRL 7.4x 27.5 % 220 MBRL 6.7x My base scenario is approximately 22–25 % EBITA margin, which means Essity is likely paying approximately 7.5–8.2x EBITA. I think that looks attractive. ⸻As usual, the analysts are skeptical, but Gardell usually knows what he's doing. I've followed his lead before and I'm doing it again now, but one must be long-term.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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 |
|---|---|---|---|---|
| 436 | - | - | ||
| 500 | - | - | ||
| 957 | - | - | ||
| 1 096 | - | - | ||
| 1 324 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 22.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 16.7. | ||
2026 Q1 - tulosraportti 23.4. | ||
2025 Q4 - tulosraportti 22.1. | ||
2025 Q3 - tulosraportti 23.10.2025 | ||
2025 Q2 - tulosraportti 17.7.2025 |
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
62 päivää sitten
‧49 min
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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 22.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 16.7. | ||
2026 Q1 - tulosraportti 23.4. | ||
2025 Q4 - tulosraportti 22.1. | ||
2025 Q3 - tulosraportti 23.10.2025 | ||
2025 Q2 - tulosraportti 17.7.2025 |
8,75 SEK/osake
Viimeisin osinko
3,35%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·11.9. · MuokattuI have bought today and will keep an eye on: 261.3 → 262.8 → 268.2 → 273–275 → 285.5 → 297.8 → 315 The interesting thing right now is that the price is just below Fib 0.5 at 262.8. If that level is retaken and held on a pullback, I would see 268.2 as the first clear upside target. A break of 273–275 would then open up for a test of 285.5. On the downside, 257.4 (0.618) is the fib level I would particularly watch if 262.8 continues to reject the price. My opinion and not advice
- ·11.9.Essity – boring in the right way Essity might not be the stock that gets the most attention, but I think the market still underestimates how attractive the combination is of stable products, strong brands, recurring demand and improved profitability. The interesting thing is that the case doesn't require a fantastic economic climate. Hygiene products are sold regardless of whether the economy is strong or weak, while Essity has gained better control over prices, costs and margins after the tougher inflation years. At today's level around 263 kr, I think the risk/reward looks good. My valuation is approximately around 290 kr fair value and 305 kr in 12 months. It's no rocket, but it's precisely the type of company where stable earnings growth, dividends and a certain revaluation can provide a very decent total return without having to take extreme risk. For me, Essity is a clear HOLD/INCREASE case. I own the stock myself, so please do your own analysis.
- ·26.8.Technical Analysis: https://www.youtube.com/playlist?list=PLWhCLdkFfOMo6FMezLGcSlL4kfmojgyBq
- ·23.8.The Essity share has risen over the past year, but modestly. Potential spin-off, buybacks, exchange rate, and Gardell's entry lead Di to repeat its buy recommendation. https://nyemissioner.se/nyheter/essity-far-upprepad-koprekommendation-av-dagens-industri
- ·20.8.Essity's Brazil acquisition - AI analysis 1. What is Essity buying? Essity is acquiring Kenvue's Brazilian feminine-care business with the brands Carefree, Sempre Livre and o.b. for 284 MUSD, approximately 2.7 mdkr, on a debt-free/cash-free basis. The business had sales of approximately 800 MBRL, corresponding to about 1.4 mdkr, over the last twelve months to June 2026. This implies: EV/Sales ≈ 1.9x It is not obviously cheap on sales, but it is also not expensive for established consumer brands if profitability is high. ⸻ 2. The big question: what does the business earn? Kenvue does not report EBITA specifically for the Brazilian business. However, Kenvue reports adjusted operating profit for Essential Health, which includes Women’s Health. Essential Health had an adjusted operating margin of approximately 25–26 % in 2025. It is not possible to directly apply that margin to Brazil, but it gives us an important benchmark. I would therefore use: EBITA margin EBITA Purchase Price/EBITA 15 % 120 MBRL 12.3x 20 % 160 MBRL 9.3x 22.5 % 180 MBRL 8.2x 25 % 200 MBRL 7.4x 27.5 % 220 MBRL 6.7x My base scenario is approximately 22–25 % EBITA margin, which means Essity is likely paying approximately 7.5–8.2x EBITA. I think that looks attractive. ⸻As usual, the analysts are skeptical, but Gardell usually knows what he's doing. I've followed his lead before and I'm doing it again now, but one must be long-term.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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 |
|---|---|---|---|---|
| 436 | - | - | ||
| 500 | - | - | ||
| 957 | - | - | ||
| 1 096 | - | - | ||
| 1 324 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt