2026 Q2 -tulosraportti
18 päivää sitten
‧45 min
2,20 SEK/osake
Viimeisin osinko
1,59%Tuotto/v
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 23.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 17.7. | ||
2026 Q1 -tulosraportti 24.4. | ||
2025 Q4 -tulosraportti 13.2. | ||
2025 Q3 -tulosraportti 24.10.2025 | ||
2025 Q2 -tulosraportti 17.7.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·17 t sittenNew monthly recap out now! 📊 Going through July on the stock market – winners, losers and what I'm keeping an eye on for August. Link in the comments for those who want to read the full review on Substack: https://sparainvestera.substack.com/p/manadens-recap-juli-2026- ·17.7.Turnaround discount or expensive quality machine? 🥊 Time for a real duel in the industrial trading sector! Both companies have their roots in the old B&B Tools, but today's strategies couldn't be more different. Read the full analysis and see who takes home the victory here: https://sparainvestera.substack.com/p/fredagsfighten-alligo-vs-bergman Alligo: Large-scale distribution, integrated platform and an attractive valuation discount (EV/EBIT ~18x) with turnaround potential in Finland. Bergman & Beving: Extremely decentralized serial acquirer with a rock-solid 49% gross margin and profit growth 25 quarters in a row – but the valuation has soared to P/E ~35x. Which of them offers the best risk/reward for a private investor today? Is B&B worth its sky-high premium, or is Alligo's discount too tempting to ignore? I have done a deep dive in 5 rounds (Business Model, Management, Moats, Valuation & Operational Ratios).
·28.7.2025Sales in Q2 were just under 1% lower than my forecast and EBIT, adjusted to 126 MSEK, about 11% lower than my forecast. EPS stood at 1.44 SEK compared to my expectation of 1.74 SEK. The continued weak demand in Sweden and Norway, as well as the currency headwinds in Norway and Finland, means that I am lowering my forecast for 2025 and 2026. I believe 2025 will continue to be sluggish and not until 2026 will growth return cautiously. For Q3 2025 I hope for Turnover: 2,242 MSEK, EBIT: 146.8 MSEK EPA: 1.74 SEK, = MMV 88 SEK LTM For NTM I hope EPS will be around 8.10 SEK, which is why MMV will be 110 SEK. I think Mr Market values Alligo far too highly right now, which is why the company remains on my watchlist. Also check out Mats Wester's analysis of Alligo here: https://matswester.blogspot.com/2025/07/konjunkturen-maste-vanda-for-att-alligo.html- ·26.5.2025I have updated my forecast when I discovered a (classic) error in my excel to: Q2 2025 => Turnover 2,510 MSEK, EBIT 142.5 MSEK VPA 1.74 SEK 2025=> Turnover 9,816 MSEK EBIT 663.9 MSEK VPA 8.8 SEK => a justified value of 119 SEK. respectively. 126 SEK per Q1 2026. Do not own yet as I do not think it is sufficient MOS to MMV above.
- ·29.4.2025Q1's sales were just over 1% below my forecast but adjusted EBIT about 32% worse. EPS (adjusted) as my forecast though, which was pleasing. Have now updated my forecast for Q2. I expect 2,510 MSEK in sales, EBIT 166 MSEK and 2.22 SEK in EPS. For 2025 I hope for: Sales 9,816 MSEK EBIT 687 MSEK EPS 9.5 SEK => a justified value of 129 SEK. respectively. 135 SEK per Q1 2026. Now we have to wait for reality and for the price to fall to a level where I find a reasonable MOS.Met CEO Clein at the ABGSC days last week and my belief is that the decline is cyclical. The turnaround will probably come after the summer when the increase in the ROT deduction has created jobs for SMEs in construction + the lowered mortgage rates in Sweden have created better finances for households. But I've been wrong before :)
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.
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.
2026 Q2 -tulosraportti
18 päivää sitten
‧45 min
2,20 SEK/osake
Viimeisin osinko
1,59%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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·17 t sittenNew monthly recap out now! 📊 Going through July on the stock market – winners, losers and what I'm keeping an eye on for August. Link in the comments for those who want to read the full review on Substack: https://sparainvestera.substack.com/p/manadens-recap-juli-2026
- ·17.7.Turnaround discount or expensive quality machine? 🥊 Time for a real duel in the industrial trading sector! Both companies have their roots in the old B&B Tools, but today's strategies couldn't be more different. Read the full analysis and see who takes home the victory here: https://sparainvestera.substack.com/p/fredagsfighten-alligo-vs-bergman Alligo: Large-scale distribution, integrated platform and an attractive valuation discount (EV/EBIT ~18x) with turnaround potential in Finland. Bergman & Beving: Extremely decentralized serial acquirer with a rock-solid 49% gross margin and profit growth 25 quarters in a row – but the valuation has soared to P/E ~35x. Which of them offers the best risk/reward for a private investor today? Is B&B worth its sky-high premium, or is Alligo's discount too tempting to ignore? I have done a deep dive in 5 rounds (Business Model, Management, Moats, Valuation & Operational Ratios).
- ·28.7.2025Sales in Q2 were just under 1% lower than my forecast and EBIT, adjusted to 126 MSEK, about 11% lower than my forecast. EPS stood at 1.44 SEK compared to my expectation of 1.74 SEK. The continued weak demand in Sweden and Norway, as well as the currency headwinds in Norway and Finland, means that I am lowering my forecast for 2025 and 2026. I believe 2025 will continue to be sluggish and not until 2026 will growth return cautiously. For Q3 2025 I hope for Turnover: 2,242 MSEK, EBIT: 146.8 MSEK EPA: 1.74 SEK, = MMV 88 SEK LTM For NTM I hope EPS will be around 8.10 SEK, which is why MMV will be 110 SEK. I think Mr Market values Alligo far too highly right now, which is why the company remains on my watchlist. Also check out Mats Wester's analysis of Alligo here: https://matswester.blogspot.com/2025/07/konjunkturen-maste-vanda-for-att-alligo.html
- ·26.5.2025I have updated my forecast when I discovered a (classic) error in my excel to: Q2 2025 => Turnover 2,510 MSEK, EBIT 142.5 MSEK VPA 1.74 SEK 2025=> Turnover 9,816 MSEK EBIT 663.9 MSEK VPA 8.8 SEK => a justified value of 119 SEK. respectively. 126 SEK per Q1 2026. Do not own yet as I do not think it is sufficient MOS to MMV above.
- ·29.4.2025Q1's sales were just over 1% below my forecast but adjusted EBIT about 32% worse. EPS (adjusted) as my forecast though, which was pleasing. Have now updated my forecast for Q2. I expect 2,510 MSEK in sales, EBIT 166 MSEK and 2.22 SEK in EPS. For 2025 I hope for: Sales 9,816 MSEK EBIT 687 MSEK EPS 9.5 SEK => a justified value of 129 SEK. respectively. 135 SEK per Q1 2026. Now we have to wait for reality and for the price to fall to a level where I find a reasonable MOS.Met CEO Clein at the ABGSC days last week and my belief is that the decline is cyclical. The turnaround will probably come after the summer when the increase in the ROT deduction has created jobs for SMEs in construction + the lowered mortgage rates in Sweden have created better finances for households. But I've been wrong before :)
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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 23.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 17.7. | ||
2026 Q1 -tulosraportti 24.4. | ||
2025 Q4 -tulosraportti 13.2. | ||
2025 Q3 -tulosraportti 24.10.2025 | ||
2025 Q2 -tulosraportti 17.7.2025 |
2026 Q2 -tulosraportti
18 päivää sitten
‧45 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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 23.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 17.7. | ||
2026 Q1 -tulosraportti 24.4. | ||
2025 Q4 -tulosraportti 13.2. | ||
2025 Q3 -tulosraportti 24.10.2025 | ||
2025 Q2 -tulosraportti 17.7.2025 |
2,20 SEK/osake
Viimeisin osinko
1,59%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·17 t sittenNew monthly recap out now! 📊 Going through July on the stock market – winners, losers and what I'm keeping an eye on for August. Link in the comments for those who want to read the full review on Substack: https://sparainvestera.substack.com/p/manadens-recap-juli-2026
- ·17.7.Turnaround discount or expensive quality machine? 🥊 Time for a real duel in the industrial trading sector! Both companies have their roots in the old B&B Tools, but today's strategies couldn't be more different. Read the full analysis and see who takes home the victory here: https://sparainvestera.substack.com/p/fredagsfighten-alligo-vs-bergman Alligo: Large-scale distribution, integrated platform and an attractive valuation discount (EV/EBIT ~18x) with turnaround potential in Finland. Bergman & Beving: Extremely decentralized serial acquirer with a rock-solid 49% gross margin and profit growth 25 quarters in a row – but the valuation has soared to P/E ~35x. Which of them offers the best risk/reward for a private investor today? Is B&B worth its sky-high premium, or is Alligo's discount too tempting to ignore? I have done a deep dive in 5 rounds (Business Model, Management, Moats, Valuation & Operational Ratios).
- ·28.7.2025Sales in Q2 were just under 1% lower than my forecast and EBIT, adjusted to 126 MSEK, about 11% lower than my forecast. EPS stood at 1.44 SEK compared to my expectation of 1.74 SEK. The continued weak demand in Sweden and Norway, as well as the currency headwinds in Norway and Finland, means that I am lowering my forecast for 2025 and 2026. I believe 2025 will continue to be sluggish and not until 2026 will growth return cautiously. For Q3 2025 I hope for Turnover: 2,242 MSEK, EBIT: 146.8 MSEK EPA: 1.74 SEK, = MMV 88 SEK LTM For NTM I hope EPS will be around 8.10 SEK, which is why MMV will be 110 SEK. I think Mr Market values Alligo far too highly right now, which is why the company remains on my watchlist. Also check out Mats Wester's analysis of Alligo here: https://matswester.blogspot.com/2025/07/konjunkturen-maste-vanda-for-att-alligo.html
- ·26.5.2025I have updated my forecast when I discovered a (classic) error in my excel to: Q2 2025 => Turnover 2,510 MSEK, EBIT 142.5 MSEK VPA 1.74 SEK 2025=> Turnover 9,816 MSEK EBIT 663.9 MSEK VPA 8.8 SEK => a justified value of 119 SEK. respectively. 126 SEK per Q1 2026. Do not own yet as I do not think it is sufficient MOS to MMV above.
- ·29.4.2025Q1's sales were just over 1% below my forecast but adjusted EBIT about 32% worse. EPS (adjusted) as my forecast though, which was pleasing. Have now updated my forecast for Q2. I expect 2,510 MSEK in sales, EBIT 166 MSEK and 2.22 SEK in EPS. For 2025 I hope for: Sales 9,816 MSEK EBIT 687 MSEK EPS 9.5 SEK => a justified value of 129 SEK. respectively. 135 SEK per Q1 2026. Now we have to wait for reality and for the price to fall to a level where I find a reasonable MOS.Met CEO Clein at the ABGSC days last week and my belief is that the decline is cyclical. The turnaround will probably come after the summer when the increase in the ROT deduction has created jobs for SMEs in construction + the lowered mortgage rates in Sweden have created better finances for households. But I've been wrong before :)
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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt