2026 Q2 -tulosraportti
37 päivää sitten
‧34 min
0,7736 SEK/osake
Irtoamispäivä 26.8.
6,92%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 4.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 16.7. | ||
2026 Q1 -tulosraportti 29.4. | ||
2025 Q4 -tulosraportti 18.2. | ||
2025 Q3 -tulosraportti 4.11.2025 | ||
2025 Q2 -tulosraportti 17.7.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·1 päivä sittenThe share price decline in Cibus Real Estate (Cibus Nordic Real Estate) year-to-date is mainly due to lower earnings per share (EPS) despite higher revenue, increasing debt ratio after large acquisitions, and a general pessimistic technical trend that has weighed on the stock. Although the company's underlying property operations (especially within Nordic grocery retail) report solid rental income, the market reacts negatively to several underlying factors. 🔎 The main reasons for the decline: 📉 Lower earnings per share (EPS): Despite Cibus having increased its rental income (up to 46.2 million euro in Q2 2026), earnings per share (EPS) have fallen compared to last year. This is largely due to one-off items and currency fluctuations eating into the profit. ⚠️ Increased debt ratio (LTV): Cibus has been very aggressive and, among other things, acquired 23 new properties for 1.1 billion kroner during spring 2026. To finance this strong growth, the loan-to-value ratio (Loan-to-Value) has risen from 55.0 % to 59.1 %. In a still challenging interest rate market, investors punish real estate companies that increase their debt. 📉 Downgraded price targets: Analysts have downgraded their future expectations throughout the summer. Among other things, analysis firms cut the average price target from 177.41 SEK to 166.72 SEK, justified by lower expected margins and higher discount rates. 📊 Negative technical momentum: The stock has over time broken down through important technical support levels (among others, around 144 SEK). Investtech's analyses show that investors have over time accepted increasingly lower prices to exit the stock, which has confirmed a falling trend channel. 💡 Bright spots amidst the headwinds: - Although the share price has fallen, the fundamental figures from Cibus Interim Report Q2 2026 show that the core business is robust:Operating net income is increasing solidly year-over-year. - Operations are protected by long lease agreements with solid grocery chains as anchor tenants (which makes the cash flow very inflation-proof). - The company maintains its popular monthly dividend payment of 0.08 euro per share.
Thanks for the summary. Generic analyses tend to refresh aspects one might have temporarily forgotten :-) I started thinking about the dynamics behind the latest price development. Besides shorting and hedging purposes in Cibus, one might consider whether large investors find it difficult to justify larger acquisitions in a falling trend – even if they might continuously accumulate at strategic levels? Perhaps the short-term buying pressure that could lift the stock more significantly here and now is missing. Whether the reason is one thing or another, it becomes difficult to predict. Conversely, I actually see rising interest rates as an indirect driver for Cibus. As long as the increases are not too drastic, they probably bring a certain degree of inflation with them, because companies pass the increased interest expenses onto prices. This is reflected in consumer prices and thus later in Cibus' lease agreements – unless the pressure becomes so severe that it erodes companies' margins (even though certain strong companies tend to protect earnings year-round). In countries like Sweden, mortgage rates also directly impact the consumer price index, even though there are many counteracting mechanisms at play. One could also speculate whether, at a European level, a period of sufficiently high inflation is tacitly desired to "eat away" at debt over time in certain markets? Judge for yourself. In the long run, inflation will probably again fall below the general interest rate level, which will give a boost to property values and real estate stocks overall. I consider Cibus a longer-term positioning play; it is not driven by the "short-term" momentum at the moment. What do I know? Personally, I am waiting for clear indications of falling interest rates and a period of inflation below interest rates. This can act as a kind of "turbo" for debt-laden assets and companies with fixed lease agreements like Cibus, because the debt effectively becomes cheaper to manage/service, while rental income generally rises with inflation (even if individual leases might go into renegotiations, it doesn't change the overall picture across the Cibus portfolio, as I see it). NB: Am long in the stock and buying continuously. The above is naturally with the usual caveats for the world's unpredictability.- ·3 päivää sittenIt's worth remembering (without talking about figures and key ratios), and one often forgets it in times when price development in properties or property shares is weak or falling, that the value of tenants "paying for the inflation" we all experience, does not disappear, but is just hard to see. I.e., that indexation of lease agreements and the passing on of operating costs to tenants via triple net lease agreements, of which Cibus has many, increases value at the company level and/or partly indemnifies us shareholders, especially in relation to interest rate environment issues. But it can be difficult to see in the share price. I don't have knowledge of the complete picture in Cibus' lease agreements. So it could be better or worse than what I expect/anticipate! As I mentioned, inflation affects not only consumer goods but also operating costs. Such as maintenance of e.g. buildings, craftsman expenses, materials, plus increases in property taxes, duties, and insurance etc. That can also be difficult to see in the share price. But I buy the stock regardless of the price development. Even with falling prices. One can discuss whether it would be better to wait until one can recognize a clear bottom in the price development or until the stock rises steadily again? But I'm gradually getting a decent amount per month in dividends. Had I had to time all the right tops and bottoms, it would never have happened. I have no idea how many shares I have received in connection with repurchases for dividends. Cibus is a stock that is characterized by interest rate development and expectations for it. We have some headwind at the moment. The operations and financial discipline of the company are good, in my opinion. At some point, the wind will turn, right? In the meantime, a strategy could simply be to accumulate mechanically? Why not? I don't want to wait to squeeze the last Swedish krona out of the price, forever and always. If one wants to time the purchase of the stock and has high expectations, one should probably be aware of whether one is short-term or long-term? In a long-term play, as I see it. Assess the situation yourself. There are different styles, clearly… Just a few cents.
·3 päivää sittenPITCH BLACK for real estate continues.....
·17.8.Heavy pressure on the stock today and we are approaching X-day. It will be exciting to see where the short sellers' positions go this week.These f-ing short sellers! Then we have generally negative sentiment for real estate stocks. Seems to never end and probably interest rate hikes are on the horizon....
·14.8.Is it not possible to overlay Euribor as a trend on this? I must say Nordnet has a way to go with improvements.
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
37 päivää sitten
‧34 min
0,7736 SEK/osake
Irtoamispäivä 26.8.
6,92%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
- ·1 päivä sittenThe share price decline in Cibus Real Estate (Cibus Nordic Real Estate) year-to-date is mainly due to lower earnings per share (EPS) despite higher revenue, increasing debt ratio after large acquisitions, and a general pessimistic technical trend that has weighed on the stock. Although the company's underlying property operations (especially within Nordic grocery retail) report solid rental income, the market reacts negatively to several underlying factors. 🔎 The main reasons for the decline: 📉 Lower earnings per share (EPS): Despite Cibus having increased its rental income (up to 46.2 million euro in Q2 2026), earnings per share (EPS) have fallen compared to last year. This is largely due to one-off items and currency fluctuations eating into the profit. ⚠️ Increased debt ratio (LTV): Cibus has been very aggressive and, among other things, acquired 23 new properties for 1.1 billion kroner during spring 2026. To finance this strong growth, the loan-to-value ratio (Loan-to-Value) has risen from 55.0 % to 59.1 %. In a still challenging interest rate market, investors punish real estate companies that increase their debt. 📉 Downgraded price targets: Analysts have downgraded their future expectations throughout the summer. Among other things, analysis firms cut the average price target from 177.41 SEK to 166.72 SEK, justified by lower expected margins and higher discount rates. 📊 Negative technical momentum: The stock has over time broken down through important technical support levels (among others, around 144 SEK). Investtech's analyses show that investors have over time accepted increasingly lower prices to exit the stock, which has confirmed a falling trend channel. 💡 Bright spots amidst the headwinds: - Although the share price has fallen, the fundamental figures from Cibus Interim Report Q2 2026 show that the core business is robust:Operating net income is increasing solidly year-over-year. - Operations are protected by long lease agreements with solid grocery chains as anchor tenants (which makes the cash flow very inflation-proof). - The company maintains its popular monthly dividend payment of 0.08 euro per share.Thanks for the summary. Generic analyses tend to refresh aspects one might have temporarily forgotten :-) I started thinking about the dynamics behind the latest price development. Besides shorting and hedging purposes in Cibus, one might consider whether large investors find it difficult to justify larger acquisitions in a falling trend – even if they might continuously accumulate at strategic levels? Perhaps the short-term buying pressure that could lift the stock more significantly here and now is missing. Whether the reason is one thing or another, it becomes difficult to predict. Conversely, I actually see rising interest rates as an indirect driver for Cibus. As long as the increases are not too drastic, they probably bring a certain degree of inflation with them, because companies pass the increased interest expenses onto prices. This is reflected in consumer prices and thus later in Cibus' lease agreements – unless the pressure becomes so severe that it erodes companies' margins (even though certain strong companies tend to protect earnings year-round). In countries like Sweden, mortgage rates also directly impact the consumer price index, even though there are many counteracting mechanisms at play. One could also speculate whether, at a European level, a period of sufficiently high inflation is tacitly desired to "eat away" at debt over time in certain markets? Judge for yourself. In the long run, inflation will probably again fall below the general interest rate level, which will give a boost to property values and real estate stocks overall. I consider Cibus a longer-term positioning play; it is not driven by the "short-term" momentum at the moment. What do I know? Personally, I am waiting for clear indications of falling interest rates and a period of inflation below interest rates. This can act as a kind of "turbo" for debt-laden assets and companies with fixed lease agreements like Cibus, because the debt effectively becomes cheaper to manage/service, while rental income generally rises with inflation (even if individual leases might go into renegotiations, it doesn't change the overall picture across the Cibus portfolio, as I see it). NB: Am long in the stock and buying continuously. The above is naturally with the usual caveats for the world's unpredictability.
- ·3 päivää sittenIt's worth remembering (without talking about figures and key ratios), and one often forgets it in times when price development in properties or property shares is weak or falling, that the value of tenants "paying for the inflation" we all experience, does not disappear, but is just hard to see. I.e., that indexation of lease agreements and the passing on of operating costs to tenants via triple net lease agreements, of which Cibus has many, increases value at the company level and/or partly indemnifies us shareholders, especially in relation to interest rate environment issues. But it can be difficult to see in the share price. I don't have knowledge of the complete picture in Cibus' lease agreements. So it could be better or worse than what I expect/anticipate! As I mentioned, inflation affects not only consumer goods but also operating costs. Such as maintenance of e.g. buildings, craftsman expenses, materials, plus increases in property taxes, duties, and insurance etc. That can also be difficult to see in the share price. But I buy the stock regardless of the price development. Even with falling prices. One can discuss whether it would be better to wait until one can recognize a clear bottom in the price development or until the stock rises steadily again? But I'm gradually getting a decent amount per month in dividends. Had I had to time all the right tops and bottoms, it would never have happened. I have no idea how many shares I have received in connection with repurchases for dividends. Cibus is a stock that is characterized by interest rate development and expectations for it. We have some headwind at the moment. The operations and financial discipline of the company are good, in my opinion. At some point, the wind will turn, right? In the meantime, a strategy could simply be to accumulate mechanically? Why not? I don't want to wait to squeeze the last Swedish krona out of the price, forever and always. If one wants to time the purchase of the stock and has high expectations, one should probably be aware of whether one is short-term or long-term? In a long-term play, as I see it. Assess the situation yourself. There are different styles, clearly… Just a few cents.
- ·3 päivää sittenPITCH BLACK for real estate continues.....
- ·17.8.Heavy pressure on the stock today and we are approaching X-day. It will be exciting to see where the short sellers' positions go this week.These f-ing short sellers! Then we have generally negative sentiment for real estate stocks. Seems to never end and probably interest rate hikes are on the horizon....
- ·14.8.Is it not possible to overlay Euribor as a trend on this? I must say Nordnet has a way to go with improvements.
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 4.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 16.7. | ||
2026 Q1 -tulosraportti 29.4. | ||
2025 Q4 -tulosraportti 18.2. | ||
2025 Q3 -tulosraportti 4.11.2025 | ||
2025 Q2 -tulosraportti 17.7.2025 |
2026 Q2 -tulosraportti
37 päivää sitten
‧34 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 Q3 -tulosraportti 4.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 16.7. | ||
2026 Q1 -tulosraportti 29.4. | ||
2025 Q4 -tulosraportti 18.2. | ||
2025 Q3 -tulosraportti 4.11.2025 | ||
2025 Q2 -tulosraportti 17.7.2025 |
0,7736 SEK/osake
Irtoamispäivä 26.8.
6,92%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·1 päivä sittenThe share price decline in Cibus Real Estate (Cibus Nordic Real Estate) year-to-date is mainly due to lower earnings per share (EPS) despite higher revenue, increasing debt ratio after large acquisitions, and a general pessimistic technical trend that has weighed on the stock. Although the company's underlying property operations (especially within Nordic grocery retail) report solid rental income, the market reacts negatively to several underlying factors. 🔎 The main reasons for the decline: 📉 Lower earnings per share (EPS): Despite Cibus having increased its rental income (up to 46.2 million euro in Q2 2026), earnings per share (EPS) have fallen compared to last year. This is largely due to one-off items and currency fluctuations eating into the profit. ⚠️ Increased debt ratio (LTV): Cibus has been very aggressive and, among other things, acquired 23 new properties for 1.1 billion kroner during spring 2026. To finance this strong growth, the loan-to-value ratio (Loan-to-Value) has risen from 55.0 % to 59.1 %. In a still challenging interest rate market, investors punish real estate companies that increase their debt. 📉 Downgraded price targets: Analysts have downgraded their future expectations throughout the summer. Among other things, analysis firms cut the average price target from 177.41 SEK to 166.72 SEK, justified by lower expected margins and higher discount rates. 📊 Negative technical momentum: The stock has over time broken down through important technical support levels (among others, around 144 SEK). Investtech's analyses show that investors have over time accepted increasingly lower prices to exit the stock, which has confirmed a falling trend channel. 💡 Bright spots amidst the headwinds: - Although the share price has fallen, the fundamental figures from Cibus Interim Report Q2 2026 show that the core business is robust:Operating net income is increasing solidly year-over-year. - Operations are protected by long lease agreements with solid grocery chains as anchor tenants (which makes the cash flow very inflation-proof). - The company maintains its popular monthly dividend payment of 0.08 euro per share.Thanks for the summary. Generic analyses tend to refresh aspects one might have temporarily forgotten :-) I started thinking about the dynamics behind the latest price development. Besides shorting and hedging purposes in Cibus, one might consider whether large investors find it difficult to justify larger acquisitions in a falling trend – even if they might continuously accumulate at strategic levels? Perhaps the short-term buying pressure that could lift the stock more significantly here and now is missing. Whether the reason is one thing or another, it becomes difficult to predict. Conversely, I actually see rising interest rates as an indirect driver for Cibus. As long as the increases are not too drastic, they probably bring a certain degree of inflation with them, because companies pass the increased interest expenses onto prices. This is reflected in consumer prices and thus later in Cibus' lease agreements – unless the pressure becomes so severe that it erodes companies' margins (even though certain strong companies tend to protect earnings year-round). In countries like Sweden, mortgage rates also directly impact the consumer price index, even though there are many counteracting mechanisms at play. One could also speculate whether, at a European level, a period of sufficiently high inflation is tacitly desired to "eat away" at debt over time in certain markets? Judge for yourself. In the long run, inflation will probably again fall below the general interest rate level, which will give a boost to property values and real estate stocks overall. I consider Cibus a longer-term positioning play; it is not driven by the "short-term" momentum at the moment. What do I know? Personally, I am waiting for clear indications of falling interest rates and a period of inflation below interest rates. This can act as a kind of "turbo" for debt-laden assets and companies with fixed lease agreements like Cibus, because the debt effectively becomes cheaper to manage/service, while rental income generally rises with inflation (even if individual leases might go into renegotiations, it doesn't change the overall picture across the Cibus portfolio, as I see it). NB: Am long in the stock and buying continuously. The above is naturally with the usual caveats for the world's unpredictability.
- ·3 päivää sittenIt's worth remembering (without talking about figures and key ratios), and one often forgets it in times when price development in properties or property shares is weak or falling, that the value of tenants "paying for the inflation" we all experience, does not disappear, but is just hard to see. I.e., that indexation of lease agreements and the passing on of operating costs to tenants via triple net lease agreements, of which Cibus has many, increases value at the company level and/or partly indemnifies us shareholders, especially in relation to interest rate environment issues. But it can be difficult to see in the share price. I don't have knowledge of the complete picture in Cibus' lease agreements. So it could be better or worse than what I expect/anticipate! As I mentioned, inflation affects not only consumer goods but also operating costs. Such as maintenance of e.g. buildings, craftsman expenses, materials, plus increases in property taxes, duties, and insurance etc. That can also be difficult to see in the share price. But I buy the stock regardless of the price development. Even with falling prices. One can discuss whether it would be better to wait until one can recognize a clear bottom in the price development or until the stock rises steadily again? But I'm gradually getting a decent amount per month in dividends. Had I had to time all the right tops and bottoms, it would never have happened. I have no idea how many shares I have received in connection with repurchases for dividends. Cibus is a stock that is characterized by interest rate development and expectations for it. We have some headwind at the moment. The operations and financial discipline of the company are good, in my opinion. At some point, the wind will turn, right? In the meantime, a strategy could simply be to accumulate mechanically? Why not? I don't want to wait to squeeze the last Swedish krona out of the price, forever and always. If one wants to time the purchase of the stock and has high expectations, one should probably be aware of whether one is short-term or long-term? In a long-term play, as I see it. Assess the situation yourself. There are different styles, clearly… Just a few cents.
- ·3 päivää sittenPITCH BLACK for real estate continues.....
- ·17.8.Heavy pressure on the stock today and we are approaching X-day. It will be exciting to see where the short sellers' positions go this week.These f-ing short sellers! Then we have generally negative sentiment for real estate stocks. Seems to never end and probably interest rate hikes are on the horizon....
- ·14.8.Is it not possible to overlay Euribor as a trend on this? I must say Nordnet has a way to go with improvements.
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