2026 Q2 -tulosraportti
Vain PDF
26 päivää sitten
0,02 SEK/osake
Irtoamispäivä 29.9.
3,69%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 21.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 10.7. | ||
2026 Q1 -tulosraportti 22.4. | ||
2025 Q4 -tulosraportti 13.2. | ||
2025 Q3 -tulosraportti 22.10.2025 | ||
2025 Q2 -tulosraportti 11.7.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·4 t sittenSluggish stock Has anyone competent done an analysis? Insider buys don't seem to help, strangely enough
They have money to cover operations. They have said they are willing to trim assets to pay down debt. Debt is a significant part of the company. Debt is divided into tranches. Some must be paid in 2027, 2029 etc. If the interest rate rises very quickly in the short term, there is a risk of bankruptcy. If the interest rate stabilizes or goes down, they will get very good results. Yield on properties I believe is 6%. Cash flow has decreased somewhat but is related to sold properties. Otherwise, very stable operations and they are losing money on paper. The share price has fallen by 80% because people are afraid of higher interest rates, but is then priced for bankruptcy. It is 11.52kr in NAV and you get an 80% discount on NAV. If they manage to refinance, the danger is over. Credit rating has gone down because equity has gone down. Buybacks save dividends so that they can more easily pay down debt. Now NAV is also discounted compared to a normal situation. They have 2.8 billion sek in bank shares and the company is valued at 5.4 billion sek. The discount is very large, so the question is whether they manage to survive long enough for either rental income to increase in line with any interest rate increase and for the properties to remain leased. The higher interest rate means that property investors demand a higher yield. Losses are mostly on paper, so if property prices go up again, they will "earn" the money back. Now real estate companies are very sensitive to increasing interest rates, especially leveraged ones.
·1 päivä sitten80 million shares to be repurchased eventually with this volume. How long would it take, 30-40 days, to cover this in addition to normal trading?
·22.7.Corem Q2 gave me more questions than answers. On the surface, the operating profit fell from 323 Mkr in Q1 to 163 Mkr in Q2. However, when I separated the bank share dividends from the underlying property operations, I got a completely different picture. My interpretation is that: • Q1 looked stronger than the operational development warranted. • Q2 looked weaker than the operational development warranted. • The underlying property operations improved from 94 Mkr to 141 Mkr between the quarters. I have tried to go through the figures as carefully as I can, but I gratefully welcome feedback if I have missed or misinterpreted anything. The analysis can be found here: https://fenixletters.substack.com/p/corem-has-two-income-statements Comments are appreciated.
I own a part of the company and have checked occasionally if it's a good time to go in big. Still waiting, as there's so much that's messy which makes it difficult to value. Underlying improvement Q2/Q1 is probably much about operations costing more in winter. Investment in bank shares instead of buybacks is obviously about liquidity which is vital for Corem right now. Regarding book values, the write-downs will probably continue for a while longer. I believe the big turnaround will come if/when Corem manages to completely free itself from the bond market.
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.
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
Vain PDF
26 päivää sitten
0,02 SEK/osake
Irtoamispäivä 29.9.
3,69%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
- ·4 t sittenSluggish stock Has anyone competent done an analysis? Insider buys don't seem to help, strangely enoughThey have money to cover operations. They have said they are willing to trim assets to pay down debt. Debt is a significant part of the company. Debt is divided into tranches. Some must be paid in 2027, 2029 etc. If the interest rate rises very quickly in the short term, there is a risk of bankruptcy. If the interest rate stabilizes or goes down, they will get very good results. Yield on properties I believe is 6%. Cash flow has decreased somewhat but is related to sold properties. Otherwise, very stable operations and they are losing money on paper. The share price has fallen by 80% because people are afraid of higher interest rates, but is then priced for bankruptcy. It is 11.52kr in NAV and you get an 80% discount on NAV. If they manage to refinance, the danger is over. Credit rating has gone down because equity has gone down. Buybacks save dividends so that they can more easily pay down debt. Now NAV is also discounted compared to a normal situation. They have 2.8 billion sek in bank shares and the company is valued at 5.4 billion sek. The discount is very large, so the question is whether they manage to survive long enough for either rental income to increase in line with any interest rate increase and for the properties to remain leased. The higher interest rate means that property investors demand a higher yield. Losses are mostly on paper, so if property prices go up again, they will "earn" the money back. Now real estate companies are very sensitive to increasing interest rates, especially leveraged ones.
- ·1 päivä sitten80 million shares to be repurchased eventually with this volume. How long would it take, 30-40 days, to cover this in addition to normal trading?
- ·22.7.Corem Q2 gave me more questions than answers. On the surface, the operating profit fell from 323 Mkr in Q1 to 163 Mkr in Q2. However, when I separated the bank share dividends from the underlying property operations, I got a completely different picture. My interpretation is that: • Q1 looked stronger than the operational development warranted. • Q2 looked weaker than the operational development warranted. • The underlying property operations improved from 94 Mkr to 141 Mkr between the quarters. I have tried to go through the figures as carefully as I can, but I gratefully welcome feedback if I have missed or misinterpreted anything. The analysis can be found here: https://fenixletters.substack.com/p/corem-has-two-income-statements Comments are appreciated.I own a part of the company and have checked occasionally if it's a good time to go in big. Still waiting, as there's so much that's messy which makes it difficult to value. Underlying improvement Q2/Q1 is probably much about operations costing more in winter. Investment in bank shares instead of buybacks is obviously about liquidity which is vital for Corem right now. Regarding book values, the write-downs will probably continue for a while longer. I believe the big turnaround will come if/when Corem manages to completely free itself from the bond market.
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 21.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 10.7. | ||
2026 Q1 -tulosraportti 22.4. | ||
2025 Q4 -tulosraportti 13.2. | ||
2025 Q3 -tulosraportti 22.10.2025 | ||
2025 Q2 -tulosraportti 11.7.2025 |
2026 Q2 -tulosraportti
Vain PDF
26 päivää sitten
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 21.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 10.7. | ||
2026 Q1 -tulosraportti 22.4. | ||
2025 Q4 -tulosraportti 13.2. | ||
2025 Q3 -tulosraportti 22.10.2025 | ||
2025 Q2 -tulosraportti 11.7.2025 |
0,02 SEK/osake
Irtoamispäivä 29.9.
3,69%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·4 t sittenSluggish stock Has anyone competent done an analysis? Insider buys don't seem to help, strangely enoughThey have money to cover operations. They have said they are willing to trim assets to pay down debt. Debt is a significant part of the company. Debt is divided into tranches. Some must be paid in 2027, 2029 etc. If the interest rate rises very quickly in the short term, there is a risk of bankruptcy. If the interest rate stabilizes or goes down, they will get very good results. Yield on properties I believe is 6%. Cash flow has decreased somewhat but is related to sold properties. Otherwise, very stable operations and they are losing money on paper. The share price has fallen by 80% because people are afraid of higher interest rates, but is then priced for bankruptcy. It is 11.52kr in NAV and you get an 80% discount on NAV. If they manage to refinance, the danger is over. Credit rating has gone down because equity has gone down. Buybacks save dividends so that they can more easily pay down debt. Now NAV is also discounted compared to a normal situation. They have 2.8 billion sek in bank shares and the company is valued at 5.4 billion sek. The discount is very large, so the question is whether they manage to survive long enough for either rental income to increase in line with any interest rate increase and for the properties to remain leased. The higher interest rate means that property investors demand a higher yield. Losses are mostly on paper, so if property prices go up again, they will "earn" the money back. Now real estate companies are very sensitive to increasing interest rates, especially leveraged ones.
- ·1 päivä sitten80 million shares to be repurchased eventually with this volume. How long would it take, 30-40 days, to cover this in addition to normal trading?
- ·22.7.Corem Q2 gave me more questions than answers. On the surface, the operating profit fell from 323 Mkr in Q1 to 163 Mkr in Q2. However, when I separated the bank share dividends from the underlying property operations, I got a completely different picture. My interpretation is that: • Q1 looked stronger than the operational development warranted. • Q2 looked weaker than the operational development warranted. • The underlying property operations improved from 94 Mkr to 141 Mkr between the quarters. I have tried to go through the figures as carefully as I can, but I gratefully welcome feedback if I have missed or misinterpreted anything. The analysis can be found here: https://fenixletters.substack.com/p/corem-has-two-income-statements Comments are appreciated.I own a part of the company and have checked occasionally if it's a good time to go in big. Still waiting, as there's so much that's messy which makes it difficult to value. Underlying improvement Q2/Q1 is probably much about operations costing more in winter. Investment in bank shares instead of buybacks is obviously about liquidity which is vital for Corem right now. Regarding book values, the write-downs will probably continue for a while longer. I believe the big turnaround will come if/when Corem manages to completely free itself from the bond market.
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