Q3-osavuosiraportti
8 päivää sitten‧40 min
Tarjoustasot
Nasdaq Copenhagen
Määrä
Osto
2 116
Myynti
Määrä
2 210
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 11 | - | - | ||
| 13 | - | - | ||
| 72 | - | - | ||
| 55 | - | - | ||
| 66 | - | - |
Ylin
105,8VWAP
Alin
96VaihtoMäärä
7,1 69 182
VWAP
Ylin
105,8Alin
96VaihtoMäärä
7,1 69 182
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 69 182 | 69 182 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 69 182 | 69 182 | 0 | 0 |
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 20.11. | |
| 2025 Q2-osavuosiraportti | 14.8. | |
| 2025 Q1-osavuosiraportti | 13.5. | |
| 2024 Yhtiökokous | 19.3. | |
| 2024 Q4-osavuosiraportti | 20.2. |
Datan lähde: Millistream, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·8 t sittenAxcel 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 ?- ·9 t sittenNilfisk 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...
·2 päivää sitten · MuokattuFollow-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.
·1 päivä sittenI 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
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.
Q3-osavuosiraportti
8 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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·8 t sittenAxcel 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 ?
- ·9 t sittenNilfisk 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...
- ·2 päivää sitten · MuokattuFollow-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.·1 päivä sittenI 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
2 116
Myynti
Määrä
2 210
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 11 | - | - | ||
| 13 | - | - | ||
| 72 | - | - | ||
| 55 | - | - | ||
| 66 | - | - |
Ylin
105,8VWAP
Alin
96VaihtoMäärä
7,1 69 182
VWAP
Ylin
105,8Alin
96VaihtoMäärä
7,1 69 182
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 69 182 | 69 182 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 69 182 | 69 182 | 0 | 0 |
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 20.11. | |
| 2025 Q2-osavuosiraportti | 14.8. | |
| 2025 Q1-osavuosiraportti | 13.5. | |
| 2024 Yhtiökokous | 19.3. | |
| 2024 Q4-osavuosiraportti | 20.2. |
Datan lähde: Millistream, Quartr
Q3-osavuosiraportti
8 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 | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 20.11. | |
| 2025 Q2-osavuosiraportti | 14.8. | |
| 2025 Q1-osavuosiraportti | 13.5. | |
| 2024 Yhtiökokous | 19.3. | |
| 2024 Q4-osavuosiraportti | 20.2. |
Datan lähde: Millistream, Quartr
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·8 t sittenAxcel 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 ?
- ·9 t sittenNilfisk 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...
- ·2 päivää sitten · MuokattuFollow-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.·1 päivä sittenI 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
2 116
Myynti
Määrä
2 210
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 11 | - | - | ||
| 13 | - | - | ||
| 72 | - | - | ||
| 55 | - | - | ||
| 66 | - | - |
Ylin
105,8VWAP
Alin
96VaihtoMäärä
7,1 69 182
VWAP
Ylin
105,8Alin
96VaihtoMäärä
7,1 69 182
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 69 182 | 69 182 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 69 182 | 69 182 | 0 | 0 |