2026 Q3 - tulosraportti
UUTTA
5 päivää sitten
‧21 min
0,03 SEK/osake
Irtoamispäivä 29.12.
4,61%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| 1 000 | ||
| 4 187 | ||
| 1 469 | ||
| 1 814 | ||
| 461 |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 12.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 21.10. | ||
2026 Q2 - tulosraportti 10.7. | ||
2026 Q1 - tulosraportti 22.4. | ||
2025 Q4 - tulosraportti 13.2. | ||
2025 Q3 - tulosraportti 22.10.2025 |
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
·1 t sittenpartly the dividend will probably be scrapped on the preference shares (whereupon the right is rolled up), but furthermore it is of course very attractive for Corem/Arnhult to buy back the preference shares at 190 SEK - you get rid of a dividend that costs about 10.5% of taxed profit funds !!! borrow at 4%, get rid of a pre-tax cost of 13%. so it suits Arnhult excellently that the preference share is weak in price. in total the preference shares are booked at about 3,800 MSEK but based on 190 SEK they have a market value of only about 2,300 MSEK. if Corem can buy back at 190 SEK, 1,500 MSEK is thus transferred to the ordinary shareholders. this is of course extremely attractive for the main owner.- ·22.10.it is probably likely that Corem will scrap the dividend on common as well as preference shares in the near term. if nothing else, one can imagine that the banks will demand this to continue supporting the company. in the long term, however, the preference share appears attractive with a 10% dividend yield - even though this may be delayed by a year or so. the common share too would benefit from suspending all dividends for a year or so. the money is needed in the business, not least for tenant adjustments if one is to bring down the far too high vacancy rate.
Arnhult doesn't have that many pref shares. Have wondered a bit if they will buy back at 400kr face value in that case 20% return if it happens within 3-5 years otherwise the yield drops a lot over e.g. 10-20 years. It takes a lot for them to postpone payout on pref. But B & A shares fully possible. As long as they buy in the market at a discount they will not redeem pref shares 
·1.10.The massive selling in recent weeks is completely incomprehensible. Is there anyone who can explain this? The coffin is probably an old story and has already done enough damage. I understand about the interest rates, but the selling seems disproportionately large after the values are already at a bottom level. What is it that I am not seeing?
A dangerous cocktail of rising interest rates and worries about even more rising rates sprinkled with great concern for kista and what a potential vacancy of another 5-10% does to LTV. And sentiment crap. If corem's interest expense rises by another 1-2% then a large part of the management result goes up in smoke. But think we are topping out around the corners and corem etc are working with interest rate hedging. Have bought a bunch of real estate companies myself.- ·28.9.Price / property management result under 5 now. Kista sentiment at absolute bottom. 16% of Corem's total revenues are from Kista of which Ericsson is like 3%. They are staying however x amount of years more and giving Corem time. The City, Vasakronan etc. others want to and will work to turn things around in Kista in various ways. Corem sits on a large amount of bank stocks that have done well. Fully let building in the US that they can sell at a calmer pace (get a good price and release even more capital). Long-term interest rates temporarily high. Corem can continue to buy back a lot of shares. Bearcase: it gets even worse in Kista and interest rates continue to go up. Refinancing problems. Larger downward adjustments of the property portfolio in value hit net asset value very hard and thereby LTV. But I am optimistic and it feels like a case with a lot of upside and I think financially Corem is significantly stronger than what the stock market is making it appear. Just look at the latest bond they printed in 2025
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.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 6 098 724 | 6 098 724 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 6 098 724 | 6 098 724 | 0 | 0 |
2026 Q3 - tulosraportti
UUTTA
5 päivää sitten
‧21 min
0,03 SEK/osake
Irtoamispäivä 29.12.
4,61%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
- ·1 t sittenpartly the dividend will probably be scrapped on the preference shares (whereupon the right is rolled up), but furthermore it is of course very attractive for Corem/Arnhult to buy back the preference shares at 190 SEK - you get rid of a dividend that costs about 10.5% of taxed profit funds !!! borrow at 4%, get rid of a pre-tax cost of 13%. so it suits Arnhult excellently that the preference share is weak in price. in total the preference shares are booked at about 3,800 MSEK but based on 190 SEK they have a market value of only about 2,300 MSEK. if Corem can buy back at 190 SEK, 1,500 MSEK is thus transferred to the ordinary shareholders. this is of course extremely attractive for the main owner.
- ·22.10.it is probably likely that Corem will scrap the dividend on common as well as preference shares in the near term. if nothing else, one can imagine that the banks will demand this to continue supporting the company. in the long term, however, the preference share appears attractive with a 10% dividend yield - even though this may be delayed by a year or so. the common share too would benefit from suspending all dividends for a year or so. the money is needed in the business, not least for tenant adjustments if one is to bring down the far too high vacancy rate.Arnhult doesn't have that many pref shares. Have wondered a bit if they will buy back at 400kr face value in that case 20% return if it happens within 3-5 years otherwise the yield drops a lot over e.g. 10-20 years. It takes a lot for them to postpone payout on pref. But B & A shares fully possible. As long as they buy in the market at a discount they will not redeem pref shares
- ·1.10.The massive selling in recent weeks is completely incomprehensible. Is there anyone who can explain this? The coffin is probably an old story and has already done enough damage. I understand about the interest rates, but the selling seems disproportionately large after the values are already at a bottom level. What is it that I am not seeing?A dangerous cocktail of rising interest rates and worries about even more rising rates sprinkled with great concern for kista and what a potential vacancy of another 5-10% does to LTV. And sentiment crap. If corem's interest expense rises by another 1-2% then a large part of the management result goes up in smoke. But think we are topping out around the corners and corem etc are working with interest rate hedging. Have bought a bunch of real estate companies myself.
- ·28.9.Price / property management result under 5 now. Kista sentiment at absolute bottom. 16% of Corem's total revenues are from Kista of which Ericsson is like 3%. They are staying however x amount of years more and giving Corem time. The City, Vasakronan etc. others want to and will work to turn things around in Kista in various ways. Corem sits on a large amount of bank stocks that have done well. Fully let building in the US that they can sell at a calmer pace (get a good price and release even more capital). Long-term interest rates temporarily high. Corem can continue to buy back a lot of shares. Bearcase: it gets even worse in Kista and interest rates continue to go up. Refinancing problems. Larger downward adjustments of the property portfolio in value hit net asset value very hard and thereby LTV. But I am optimistic and it feels like a case with a lot of upside and I think financially Corem is significantly stronger than what the stock market is making it appear. Just look at the latest bond they printed in 2025
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 |
|---|---|---|
| 1 000 | ||
| 4 187 | ||
| 1 469 | ||
| 1 814 | ||
| 461 |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 12.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 21.10. | ||
2026 Q2 - tulosraportti 10.7. | ||
2026 Q1 - tulosraportti 22.4. | ||
2025 Q4 - tulosraportti 13.2. | ||
2025 Q3 - tulosraportti 22.10.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 6 098 724 | 6 098 724 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 6 098 724 | 6 098 724 | 0 | 0 |
2026 Q3 - tulosraportti
UUTTA
5 päivää sitten
‧21 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 Q4 - tulosraportti 12.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 21.10. | ||
2026 Q2 - tulosraportti 10.7. | ||
2026 Q1 - tulosraportti 22.4. | ||
2025 Q4 - tulosraportti 13.2. | ||
2025 Q3 - tulosraportti 22.10.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
0,03 SEK/osake
Irtoamispäivä 29.12.
4,61%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·1 t sittenpartly the dividend will probably be scrapped on the preference shares (whereupon the right is rolled up), but furthermore it is of course very attractive for Corem/Arnhult to buy back the preference shares at 190 SEK - you get rid of a dividend that costs about 10.5% of taxed profit funds !!! borrow at 4%, get rid of a pre-tax cost of 13%. so it suits Arnhult excellently that the preference share is weak in price. in total the preference shares are booked at about 3,800 MSEK but based on 190 SEK they have a market value of only about 2,300 MSEK. if Corem can buy back at 190 SEK, 1,500 MSEK is thus transferred to the ordinary shareholders. this is of course extremely attractive for the main owner.
- ·22.10.it is probably likely that Corem will scrap the dividend on common as well as preference shares in the near term. if nothing else, one can imagine that the banks will demand this to continue supporting the company. in the long term, however, the preference share appears attractive with a 10% dividend yield - even though this may be delayed by a year or so. the common share too would benefit from suspending all dividends for a year or so. the money is needed in the business, not least for tenant adjustments if one is to bring down the far too high vacancy rate.Arnhult doesn't have that many pref shares. Have wondered a bit if they will buy back at 400kr face value in that case 20% return if it happens within 3-5 years otherwise the yield drops a lot over e.g. 10-20 years. It takes a lot for them to postpone payout on pref. But B & A shares fully possible. As long as they buy in the market at a discount they will not redeem pref shares
- ·1.10.The massive selling in recent weeks is completely incomprehensible. Is there anyone who can explain this? The coffin is probably an old story and has already done enough damage. I understand about the interest rates, but the selling seems disproportionately large after the values are already at a bottom level. What is it that I am not seeing?A dangerous cocktail of rising interest rates and worries about even more rising rates sprinkled with great concern for kista and what a potential vacancy of another 5-10% does to LTV. And sentiment crap. If corem's interest expense rises by another 1-2% then a large part of the management result goes up in smoke. But think we are topping out around the corners and corem etc are working with interest rate hedging. Have bought a bunch of real estate companies myself.
- ·28.9.Price / property management result under 5 now. Kista sentiment at absolute bottom. 16% of Corem's total revenues are from Kista of which Ericsson is like 3%. They are staying however x amount of years more and giving Corem time. The City, Vasakronan etc. others want to and will work to turn things around in Kista in various ways. Corem sits on a large amount of bank stocks that have done well. Fully let building in the US that they can sell at a calmer pace (get a good price and release even more capital). Long-term interest rates temporarily high. Corem can continue to buy back a lot of shares. Bearcase: it gets even worse in Kista and interest rates continue to go up. Refinancing problems. Larger downward adjustments of the property portfolio in value hit net asset value very hard and thereby LTV. But I am optimistic and it feels like a case with a lot of upside and I think financially Corem is significantly stronger than what the stock market is making it appear. Just look at the latest bond they printed in 2025
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 |
|---|---|---|
| 1 000 | ||
| 4 187 | ||
| 1 469 | ||
| 1 814 | ||
| 461 |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 6 098 724 | 6 098 724 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 6 098 724 | 6 098 724 | 0 | 0 |