Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Axcel has raised 3.4 billion for a new fund that targets smaller companies than they normally do according to today's Børsen, Maybe Nilfisk is a candidate ?
Nilfisk trades at a P/E of just under 11
Tennant (US) trades at a P/E of 25
Have taken the figures from Nordnet
The 2 companies are very comparable. This price difference is absolutely wild. I believe Økonomisk Ugebrev has written about it before.. Nilfisk is thus traded at a significant discount !! It is not sustainable in the long run.. I say this because... if the initiatives Nilfisk has implemented do not mean significant progress....both in earnings and the share price, then I believe it will become an obvious candidate for a private equity fund...
Follow-up on Q3:
Generally, it would be fair to call Q3 a messy quarter.
The reason for this is that there were an extraordinarily large number of extraordinary costs of EUR 47 mio. in the quarter. This includes the shutdown of production in US and relocation to e.g. Mexico, general layoffs and phasing out of unprofitable products and write-downs on inventories of these products.
All in all, measures that in my book point positively forward.
This year, it can be seen that the number of employees has been net reduced by 253 and y/y since the end of September by 296, corresponding to a good 6%. This is despite the fact that a number of people have been hired in sales and service functions.
The narrowing of the top line was not surprising to me, and they maintained the EBITDA margin.
It was clear that costs are now starting to come down noticeably. This will be further strengthened in Q4 25 and by Q1 2026 as people resign. My guess is that by the turn of the year 2025, they will have reduced a net 400 positions.
On the revenue side, it was particularly positive to see that organic growth was 9.1% in Americas (US) after many quarters of decline.
All in all, I think the quarter showed many positive things that point forward, and 2026 will show a significantly stronger Nilfisk with significant earnings improvement.
I believe the current share price level is far too low compared to the strong progress that is expected in Q4 and 2026.
Furthermore, they say on the CC that going forward there will be very few extraordinary costs. The major cleanup work has thus been done.
I also listened to the conference call, but I didn't think they sounded quite as confident as before. They talked a lot about how the lockdown in the USA has contributed to it being very difficult to say anything about growth in the coming month.
It was very positive that the restructuring seems to be progressing. They talked about how moving production of some of the larger cleaning machines from the USA to Mexico will save them 50 mio kr per year, but they didn't mention that tariffs will now be imposed on these machines. I assume most are sold to the USA.
Furthermore, I could see their net debt had increased from 1.8 net debt/ebitda to 2.5. I thought that sounded like a significant increase, but there was no other explanation than it had to do with working capital.
As you write, a mixed quarter. However, I think the decline over the last month reflects this, so I still believe there is good value for money in the stock. I have even added a bit on the dip after the earnings report.
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
Uutiset ja lehdistötiedotteet
Analyysit
tänään klo 09.20
∙
Flash
DNB Carnegie höjer riktkursen för Nilfisk till 135 danska kronor (130), upprepar köp
24 marras 10.11
∙
Osakeuutinen
Danske Bank ser Nilfisk-casen som nulstillet - fokus vender sig mod vækst i 2026
21 marras 16.07
∙
Markkinakommentti
Fredagens aktier: Novo og C25 i rødt efter sur stemning fra USA
21 marras 10.41
∙
Markkinakommentti
Aktier/middag: Dårlig amerikansk stemning tynger Novo Nordisk og C25
21 marras 08.24
∙
Flash
Danske Bank sänker riktkursen för Nilfisk till 145 danska kronor (150), upprepar köp - BN
21 marras 08.13
∙
Markkinakommentti
Aktier/åbning: Novo og NKT anfører nedtur udløst af pessimisme på Wall Street
21 marras 07.13
∙
Markkinakommentti
Aktier/tendens: Sur stemning i USA kan smitte - Novo er fulgt med ned
21 marras 05.34
∙
Osakeuutinen
Nilfisks kursmål sættes ned hos SEB efter regnskab
21 marras 05.20
∙
Flash
SEB sänker riktkursen för Nilfisk till 98 danska kronor (105), upprepar behåll
20 marras 16.08
∙
Markkinakommentti
Torsdagens aktier: Zealand toppede herhjemme efter Nvidia pustede nyt liv i markederne
20 marras 10.48
∙
Markkinakommentti
Aktier/middag: Grønne aktier og Novo medvirker til optur i lettet marked
20 marras 10.35
∙
Osakeuutinen
Nilfisk/CEO: Store udsving fra måned til måned gør vækstprognose svær at spå om
20 marras 08.52
∙
Osakeuutinen
Nilfisk/CEO: Flash-overblik
20 marras 08.18
∙
Markkinakommentti
Aktier/åbning: Zealand og Novo i C25-top efter lettelsen og Nvidia
20 marras 07.24
∙
Markkinakommentti
Aktier/tendens: Stærkt Nvidia-regnskab giver god stemning
20 marras 06.52
∙
Osakeuutinen
NILFISK: SÄNKER TILLVÄXTPROGNOS, RES NGT HÖGRE ÄN VÄNTAT 3 KV
20 marras 06.40
∙
Osakeuutinen
Nilfisk Q3: Tabel for regnskabet
20 marras 06.36
∙
Osakeuutinen
Nilfisk Q3: Sænker vækstprognosen til konsensusniveau og fastholder marginforventning
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.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Sertifikaatit
2025 Q3 -tulosraportti
13 päivää sitten40 min
Uutiset ja analyysit
Uutiset ja lehdistötiedotteet
Analyysit
tänään klo 09.20
∙
Flash
DNB Carnegie höjer riktkursen för Nilfisk till 135 danska kronor (130), upprepar köp
24 marras 10.11
∙
Osakeuutinen
Danske Bank ser Nilfisk-casen som nulstillet - fokus vender sig mod vækst i 2026
21 marras 16.07
∙
Markkinakommentti
Fredagens aktier: Novo og C25 i rødt efter sur stemning fra USA
21 marras 10.41
∙
Markkinakommentti
Aktier/middag: Dårlig amerikansk stemning tynger Novo Nordisk og C25
21 marras 08.24
∙
Flash
Danske Bank sänker riktkursen för Nilfisk till 145 danska kronor (150), upprepar köp - BN
21 marras 08.13
∙
Markkinakommentti
Aktier/åbning: Novo og NKT anfører nedtur udløst af pessimisme på Wall Street
21 marras 07.13
∙
Markkinakommentti
Aktier/tendens: Sur stemning i USA kan smitte - Novo er fulgt med ned
21 marras 05.34
∙
Osakeuutinen
Nilfisks kursmål sættes ned hos SEB efter regnskab
21 marras 05.20
∙
Flash
SEB sänker riktkursen för Nilfisk till 98 danska kronor (105), upprepar behåll
20 marras 16.08
∙
Markkinakommentti
Torsdagens aktier: Zealand toppede herhjemme efter Nvidia pustede nyt liv i markederne
20 marras 10.48
∙
Markkinakommentti
Aktier/middag: Grønne aktier og Novo medvirker til optur i lettet marked
20 marras 10.35
∙
Osakeuutinen
Nilfisk/CEO: Store udsving fra måned til måned gør vækstprognose svær at spå om
20 marras 08.52
∙
Osakeuutinen
Nilfisk/CEO: Flash-overblik
20 marras 08.18
∙
Markkinakommentti
Aktier/åbning: Zealand og Novo i C25-top efter lettelsen og Nvidia
20 marras 07.24
∙
Markkinakommentti
Aktier/tendens: Stærkt Nvidia-regnskab giver god stemning
20 marras 06.52
∙
Osakeuutinen
NILFISK: SÄNKER TILLVÄXTPROGNOS, RES NGT HÖGRE ÄN VÄNTAT 3 KV
20 marras 06.40
∙
Osakeuutinen
Nilfisk Q3: Tabel for regnskabet
20 marras 06.36
∙
Osakeuutinen
Nilfisk Q3: Sænker vækstprognosen til konsensusniveau og fastholder marginforventning
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.
Axcel has raised 3.4 billion for a new fund that targets smaller companies than they normally do according to today's Børsen, Maybe Nilfisk is a candidate ?
Nilfisk trades at a P/E of just under 11
Tennant (US) trades at a P/E of 25
Have taken the figures from Nordnet
The 2 companies are very comparable. This price difference is absolutely wild. I believe Økonomisk Ugebrev has written about it before.. Nilfisk is thus traded at a significant discount !! It is not sustainable in the long run.. I say this because... if the initiatives Nilfisk has implemented do not mean significant progress....both in earnings and the share price, then I believe it will become an obvious candidate for a private equity fund...
Follow-up on Q3:
Generally, it would be fair to call Q3 a messy quarter.
The reason for this is that there were an extraordinarily large number of extraordinary costs of EUR 47 mio. in the quarter. This includes the shutdown of production in US and relocation to e.g. Mexico, general layoffs and phasing out of unprofitable products and write-downs on inventories of these products.
All in all, measures that in my book point positively forward.
This year, it can be seen that the number of employees has been net reduced by 253 and y/y since the end of September by 296, corresponding to a good 6%. This is despite the fact that a number of people have been hired in sales and service functions.
The narrowing of the top line was not surprising to me, and they maintained the EBITDA margin.
It was clear that costs are now starting to come down noticeably. This will be further strengthened in Q4 25 and by Q1 2026 as people resign. My guess is that by the turn of the year 2025, they will have reduced a net 400 positions.
On the revenue side, it was particularly positive to see that organic growth was 9.1% in Americas (US) after many quarters of decline.
All in all, I think the quarter showed many positive things that point forward, and 2026 will show a significantly stronger Nilfisk with significant earnings improvement.
I believe the current share price level is far too low compared to the strong progress that is expected in Q4 and 2026.
Furthermore, they say on the CC that going forward there will be very few extraordinary costs. The major cleanup work has thus been done.
I also listened to the conference call, but I didn't think they sounded quite as confident as before. They talked a lot about how the lockdown in the USA has contributed to it being very difficult to say anything about growth in the coming month.
It was very positive that the restructuring seems to be progressing. They talked about how moving production of some of the larger cleaning machines from the USA to Mexico will save them 50 mio kr per year, but they didn't mention that tariffs will now be imposed on these machines. I assume most are sold to the USA.
Furthermore, I could see their net debt had increased from 1.8 net debt/ebitda to 2.5. I thought that sounded like a significant increase, but there was no other explanation than it had to do with working capital.
As you write, a mixed quarter. However, I think the decline over the last month reflects this, so I still believe there is good value for money in the stock. I have even added a bit on the dip after the earnings report.
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
239
103,8
Myynti
Määrä
104,2
182
Viimeisimmät kaupat
Näytä enemmän
Aika
Hinta
Määrä
Ostaja
Myyjä
103,8
384
-
-
104
264
-
-
104
20
-
-
104
48
-
-
104
432
-
-
Ylin
105
VWAP
103,7
Alin
101
VaihtoMäärä
1 9 453
VWAP
103,7
Ylin
105
Alin
101
VaihtoMäärä
1 9 453
Tietoa osakekaupankäyntiin liittyvistä riskeistä
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
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
Näytä kaikki
Seuraava tapahtuma
2025 Q4 -tulosraportti
26.2.2026
Menneet tapahtumat
2025 Q3 -tulosraportti
20.11.
2025 Q2 -tulosraportti
14.8.
2025 Q1 -tulosraportti
13.5.
2024 Q4 -tulosraportti
20.2.
2024 Q3 -tulosraportti
15.11.2024
Datan lähde: FactSet, Quartr
Tuotteita joiden kohde-etuutena tämä arvopaperi
Sertifikaatit
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Axcel has raised 3.4 billion for a new fund that targets smaller companies than they normally do according to today's Børsen, Maybe Nilfisk is a candidate ?
Nilfisk trades at a P/E of just under 11
Tennant (US) trades at a P/E of 25
Have taken the figures from Nordnet
The 2 companies are very comparable. This price difference is absolutely wild. I believe Økonomisk Ugebrev has written about it before.. Nilfisk is thus traded at a significant discount !! It is not sustainable in the long run.. I say this because... if the initiatives Nilfisk has implemented do not mean significant progress....both in earnings and the share price, then I believe it will become an obvious candidate for a private equity fund...
Follow-up on Q3:
Generally, it would be fair to call Q3 a messy quarter.
The reason for this is that there were an extraordinarily large number of extraordinary costs of EUR 47 mio. in the quarter. This includes the shutdown of production in US and relocation to e.g. Mexico, general layoffs and phasing out of unprofitable products and write-downs on inventories of these products.
All in all, measures that in my book point positively forward.
This year, it can be seen that the number of employees has been net reduced by 253 and y/y since the end of September by 296, corresponding to a good 6%. This is despite the fact that a number of people have been hired in sales and service functions.
The narrowing of the top line was not surprising to me, and they maintained the EBITDA margin.
It was clear that costs are now starting to come down noticeably. This will be further strengthened in Q4 25 and by Q1 2026 as people resign. My guess is that by the turn of the year 2025, they will have reduced a net 400 positions.
On the revenue side, it was particularly positive to see that organic growth was 9.1% in Americas (US) after many quarters of decline.
All in all, I think the quarter showed many positive things that point forward, and 2026 will show a significantly stronger Nilfisk with significant earnings improvement.
I believe the current share price level is far too low compared to the strong progress that is expected in Q4 and 2026.
Furthermore, they say on the CC that going forward there will be very few extraordinary costs. The major cleanup work has thus been done.
I also listened to the conference call, but I didn't think they sounded quite as confident as before. They talked a lot about how the lockdown in the USA has contributed to it being very difficult to say anything about growth in the coming month.
It was very positive that the restructuring seems to be progressing. They talked about how moving production of some of the larger cleaning machines from the USA to Mexico will save them 50 mio kr per year, but they didn't mention that tariffs will now be imposed on these machines. I assume most are sold to the USA.
Furthermore, I could see their net debt had increased from 1.8 net debt/ebitda to 2.5. I thought that sounded like a significant increase, but there was no other explanation than it had to do with working capital.
As you write, a mixed quarter. However, I think the decline over the last month reflects this, so I still believe there is good value for money in the stock. I have even added a bit on the dip after the earnings report.
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
239
103,8
Myynti
Määrä
104,2
182
Viimeisimmät kaupat
Näytä enemmän
Aika
Hinta
Määrä
Ostaja
Myyjä
103,8
384
-
-
104
264
-
-
104
20
-
-
104
48
-
-
104
432
-
-
Ylin
105
VWAP
103,7
Alin
101
VaihtoMäärä
1 9 453
VWAP
103,7
Ylin
105
Alin
101
VaihtoMäärä
1 9 453
Tietoa osakekaupankäyntiin liittyvistä riskeistä
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.