2026 Q2 - tulosraportti
68 päivää sitten
‧1 t 0 min
0,2991 NOK/osake
Viimeisin osinko
0,85%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 594 | - | - | ||
| 1 366 | - | - | ||
| 2 693 | - | - | ||
| 91 | - | - | ||
| 105 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
NimiOsuus
ODIN Norge C EUR
2,54%Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 29.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 10.7. | ||
2026 Q1 - tulosraportti 30.4. | ||
2025 Q4 - tulosraportti 13.2. | ||
2025 Q3 - tulosraportti 23.10.2025 | ||
2025 Q2 - tulosraportti 11.7.2025 |
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
Kirjaudu
·6 t sittenInteresting article in FA/Kapital today about a possible impending stock market decline. The last time fear increased as much in the American options market as it has now, Wall Street clearly fell back. The Skew Index is now, alarmingly enough, continuously setting new annual highs. So what is now increasingly bothering the most professional part of the American investment market, now that the options fear index is clearly shooting upwards? One explanation behind the sharp increase in fear is linked in some financial circles to the upcoming American midterm elections, where weak polls for the Republican party put President Donald Trump in a vulnerable position. The galloping energy prices – along with steadily higher American long-term interest rates and Wall Street multiples that indicate a euphoric belief in the future among stock investors regarding listed companies' average earnings capacity going forward – are probably also contributing to increasing fear among American options investors. And the fact that the American benchmark index S&P 500 so far in September is gradually pointing downwards, could be a hint of a larger stock market fall – and that options investors are thus proving right in their increasingly negative market expectations. The footprints of American options investors are best read through the so-called Skew Index (keyword: Skew Index). It simply measures the difference in what it costs to insure oneself (hedge) against a stock market fall on the S&P 500 index, measured against the cost of buying an option that benefits from a stock market rally. The Skew Index generally moves in the interval between 100 and 150. Today, that is, in mid-September, the index is above the 150-mark. Rising index values, as now, can thus be directly linked to the fact that hedging costs increasingly more – a development that fundamentally reflects a rising demand for hedging derivatives against stocks included in the S&P 500 index. A completely different interpretation must be assumed if the Skew Index points downwards: Investors have now sold off what are essentially hedging instruments, stated Mandy Xu, director at the options brokerage firm Cboe, to Financial Times earlier this year. The statement came after the Skew Index clearly flattened out for a period in the spring, when options investors – in contrast to the development we are now seeing – positioned themselves for an expected market upturn. They were also right, in line with summer's fresh stock market surge on Wall Street. Over time, the index has proven to provide good guidance on what has actually played out on Wall Street. There are several examples. During the initial pandemic outbreak, from mid-March 2020 to the end of March the same year, the S&P 500 index collapsed. At the same time, the Skew Index plunged, and several investors therefore chased call options which subsequently yielded fabulous gains in line with the massive upturn seen on Wall Street for the rest of 2020 and in 2021. Similar trends were seen in the period from February to March 2025 – then too the Skew Index curve fell, thereby giving a direct warning of subsequent market upturns. The options movements proved to be an excellent buy indicator, as the S&P 500 index rose by nearly 20 percent in the period April–October 2025. Also in the period February–March this year, the curve fell – and gave clear indications of subsequent market upturns. The options movements proved to be a good guideline, in light of the fact that the S&P 500 index rose by around 14 percent in April alone. Now we are thus seeing a completely opposite curve trend – recent sharp rise clearly indicates that the demand for hedging instruments against stock prices on Wall Street is rapidly increasing, and that it is therefore becoming increasingly expensive to hedge against market declines than just a few weeks ago. As already mentioned, there is now a sharp rise in long-term US government bond yields, which is also driven by rising government debt concern with associated increasing counterparty risk. The well-known ten-year yield has already passed five percent, sharply up compared to levels earlier this year, where the break through five percent is considered by many a credit analyst and market strategist to be very challenging for global stock markets. The well-known investor Ray Dalio believes that the US debt development is approaching a critical point, and has warned earlier this summer that if the country's financial situation is not handled now, the national debt – which stands at around 32,000 billion dollars and generates annual interest costs of a thousand billion dollars, three times as much as in 2020 and 2021 – will build up to levels that cannot be managed without significant burdens. He believes there is a real danger that the USA will enter a full-blown debt crisis over the next few years – a scenario that obviously several investors are now internalizing in line with the sharp rise in the Skew Index. The index development probably also indicates that increasingly more American options investors fear that the AI euphoria could end with a proper market crash. There are also several who know that the ten-year yield is now back to the levels it was at in 2007 – the year before the financial crisis was a fact.
·21 t sitten · MuokattuBrokerage houses, e.g. DNB, recommend stocks, then retail investors start following recommendations and drive the price up, many retail investors get FOMO and jump on the bandwagon, then the price is driven up even more strongly, then large players sell stocks expensively to retail investors at the top. When they sell large quantities, the price starts to fall, then retail investors panic and sell out. The price is pulled down even more strongly. This scenario repeats itself again. Welcome to the sheep flock
And that's the way the Limp Biscuit crumbles....no one wants to be the last one in this game.- ·22 t sittenTomorrow evening, the Central Bank in the USA will announce an interest rate decision. It is said that there is 75-90% certainty of an interest rate hike of 0.25%. In that connection, I expect that it might be a somewhat turbulent morning on Oslo Børs on Thursday and for a couple of hours ahead. Who knows? Will this affect ELK, I wonder, to some extent?
·1 päivä sittenELKEM: ARCTIC RAISES PRICE TARGET TO 40 (35), REITERATES BUY Oslo (Infront TDN Direkt): Arctic Securities raises its price target on Elkem to 40 kroner from 35 kroner and reiterates a buy recommendation on the share. This is stated in an analysis on Tuesday. "The probable introduction of higher import tariffs on silicon metal (SiMet) from China to the EU next year will contribute to significantly increased profitability for Elkem. Although there is great uncertainty surrounding the tariff level, the effect on production in the EU, and the import level from other countries, there is no doubt that this will have a positive impact on Elkem. Furthermore, higher SiMet prices will likely reduce or eliminate the substitution from ferrosilicon (FeSi) to SiMet, which will push up FeSi prices. In addition, the recently introduced safeguard measures for steel will increase the demand for FeSi in the EU," writes the brokerage firm. Beyond the prospects of better prices and volumes, Arctic expects positive effects from ongoing cost cuts and restructuring.- ·1 päivä sittenDuring week 35 this week? Any comments on that?
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.
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
68 päivää sitten
‧1 t 0 min
0,2991 NOK/osake
Viimeisin osinko
0,85%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
- ·6 t sittenInteresting article in FA/Kapital today about a possible impending stock market decline. The last time fear increased as much in the American options market as it has now, Wall Street clearly fell back. The Skew Index is now, alarmingly enough, continuously setting new annual highs. So what is now increasingly bothering the most professional part of the American investment market, now that the options fear index is clearly shooting upwards? One explanation behind the sharp increase in fear is linked in some financial circles to the upcoming American midterm elections, where weak polls for the Republican party put President Donald Trump in a vulnerable position. The galloping energy prices – along with steadily higher American long-term interest rates and Wall Street multiples that indicate a euphoric belief in the future among stock investors regarding listed companies' average earnings capacity going forward – are probably also contributing to increasing fear among American options investors. And the fact that the American benchmark index S&P 500 so far in September is gradually pointing downwards, could be a hint of a larger stock market fall – and that options investors are thus proving right in their increasingly negative market expectations. The footprints of American options investors are best read through the so-called Skew Index (keyword: Skew Index). It simply measures the difference in what it costs to insure oneself (hedge) against a stock market fall on the S&P 500 index, measured against the cost of buying an option that benefits from a stock market rally. The Skew Index generally moves in the interval between 100 and 150. Today, that is, in mid-September, the index is above the 150-mark. Rising index values, as now, can thus be directly linked to the fact that hedging costs increasingly more – a development that fundamentally reflects a rising demand for hedging derivatives against stocks included in the S&P 500 index. A completely different interpretation must be assumed if the Skew Index points downwards: Investors have now sold off what are essentially hedging instruments, stated Mandy Xu, director at the options brokerage firm Cboe, to Financial Times earlier this year. The statement came after the Skew Index clearly flattened out for a period in the spring, when options investors – in contrast to the development we are now seeing – positioned themselves for an expected market upturn. They were also right, in line with summer's fresh stock market surge on Wall Street. Over time, the index has proven to provide good guidance on what has actually played out on Wall Street. There are several examples. During the initial pandemic outbreak, from mid-March 2020 to the end of March the same year, the S&P 500 index collapsed. At the same time, the Skew Index plunged, and several investors therefore chased call options which subsequently yielded fabulous gains in line with the massive upturn seen on Wall Street for the rest of 2020 and in 2021. Similar trends were seen in the period from February to March 2025 – then too the Skew Index curve fell, thereby giving a direct warning of subsequent market upturns. The options movements proved to be an excellent buy indicator, as the S&P 500 index rose by nearly 20 percent in the period April–October 2025. Also in the period February–March this year, the curve fell – and gave clear indications of subsequent market upturns. The options movements proved to be a good guideline, in light of the fact that the S&P 500 index rose by around 14 percent in April alone. Now we are thus seeing a completely opposite curve trend – recent sharp rise clearly indicates that the demand for hedging instruments against stock prices on Wall Street is rapidly increasing, and that it is therefore becoming increasingly expensive to hedge against market declines than just a few weeks ago. As already mentioned, there is now a sharp rise in long-term US government bond yields, which is also driven by rising government debt concern with associated increasing counterparty risk. The well-known ten-year yield has already passed five percent, sharply up compared to levels earlier this year, where the break through five percent is considered by many a credit analyst and market strategist to be very challenging for global stock markets. The well-known investor Ray Dalio believes that the US debt development is approaching a critical point, and has warned earlier this summer that if the country's financial situation is not handled now, the national debt – which stands at around 32,000 billion dollars and generates annual interest costs of a thousand billion dollars, three times as much as in 2020 and 2021 – will build up to levels that cannot be managed without significant burdens. He believes there is a real danger that the USA will enter a full-blown debt crisis over the next few years – a scenario that obviously several investors are now internalizing in line with the sharp rise in the Skew Index. The index development probably also indicates that increasingly more American options investors fear that the AI euphoria could end with a proper market crash. There are also several who know that the ten-year yield is now back to the levels it was at in 2007 – the year before the financial crisis was a fact.
- ·21 t sitten · MuokattuBrokerage houses, e.g. DNB, recommend stocks, then retail investors start following recommendations and drive the price up, many retail investors get FOMO and jump on the bandwagon, then the price is driven up even more strongly, then large players sell stocks expensively to retail investors at the top. When they sell large quantities, the price starts to fall, then retail investors panic and sell out. The price is pulled down even more strongly. This scenario repeats itself again. Welcome to the sheep flockAnd that's the way the Limp Biscuit crumbles....no one wants to be the last one in this game.
- ·22 t sittenTomorrow evening, the Central Bank in the USA will announce an interest rate decision. It is said that there is 75-90% certainty of an interest rate hike of 0.25%. In that connection, I expect that it might be a somewhat turbulent morning on Oslo Børs on Thursday and for a couple of hours ahead. Who knows? Will this affect ELK, I wonder, to some extent?
- ·1 päivä sittenELKEM: ARCTIC RAISES PRICE TARGET TO 40 (35), REITERATES BUY Oslo (Infront TDN Direkt): Arctic Securities raises its price target on Elkem to 40 kroner from 35 kroner and reiterates a buy recommendation on the share. This is stated in an analysis on Tuesday. "The probable introduction of higher import tariffs on silicon metal (SiMet) from China to the EU next year will contribute to significantly increased profitability for Elkem. Although there is great uncertainty surrounding the tariff level, the effect on production in the EU, and the import level from other countries, there is no doubt that this will have a positive impact on Elkem. Furthermore, higher SiMet prices will likely reduce or eliminate the substitution from ferrosilicon (FeSi) to SiMet, which will push up FeSi prices. In addition, the recently introduced safeguard measures for steel will increase the demand for FeSi in the EU," writes the brokerage firm. Beyond the prospects of better prices and volumes, Arctic expects positive effects from ongoing cost cuts and restructuring.
- ·1 päivä sittenDuring week 35 this week? Any comments on that?
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 | Ostaja | Myyjä |
|---|---|---|---|---|
| 594 | - | - | ||
| 1 366 | - | - | ||
| 2 693 | - | - | ||
| 91 | - | - | ||
| 105 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
NimiOsuus
ODIN Norge C EUR
2,54%Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 29.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 10.7. | ||
2026 Q1 - tulosraportti 30.4. | ||
2025 Q4 - tulosraportti 13.2. | ||
2025 Q3 - tulosraportti 23.10.2025 | ||
2025 Q2 - tulosraportti 11.7.2025 |
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
68 päivää sitten
‧1 t 0 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 29.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 10.7. | ||
2026 Q1 - tulosraportti 30.4. | ||
2025 Q4 - tulosraportti 13.2. | ||
2025 Q3 - tulosraportti 23.10.2025 | ||
2025 Q2 - tulosraportti 11.7.2025 |
0,2991 NOK/osake
Viimeisin osinko
0,85%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·6 t sittenInteresting article in FA/Kapital today about a possible impending stock market decline. The last time fear increased as much in the American options market as it has now, Wall Street clearly fell back. The Skew Index is now, alarmingly enough, continuously setting new annual highs. So what is now increasingly bothering the most professional part of the American investment market, now that the options fear index is clearly shooting upwards? One explanation behind the sharp increase in fear is linked in some financial circles to the upcoming American midterm elections, where weak polls for the Republican party put President Donald Trump in a vulnerable position. The galloping energy prices – along with steadily higher American long-term interest rates and Wall Street multiples that indicate a euphoric belief in the future among stock investors regarding listed companies' average earnings capacity going forward – are probably also contributing to increasing fear among American options investors. And the fact that the American benchmark index S&P 500 so far in September is gradually pointing downwards, could be a hint of a larger stock market fall – and that options investors are thus proving right in their increasingly negative market expectations. The footprints of American options investors are best read through the so-called Skew Index (keyword: Skew Index). It simply measures the difference in what it costs to insure oneself (hedge) against a stock market fall on the S&P 500 index, measured against the cost of buying an option that benefits from a stock market rally. The Skew Index generally moves in the interval between 100 and 150. Today, that is, in mid-September, the index is above the 150-mark. Rising index values, as now, can thus be directly linked to the fact that hedging costs increasingly more – a development that fundamentally reflects a rising demand for hedging derivatives against stocks included in the S&P 500 index. A completely different interpretation must be assumed if the Skew Index points downwards: Investors have now sold off what are essentially hedging instruments, stated Mandy Xu, director at the options brokerage firm Cboe, to Financial Times earlier this year. The statement came after the Skew Index clearly flattened out for a period in the spring, when options investors – in contrast to the development we are now seeing – positioned themselves for an expected market upturn. They were also right, in line with summer's fresh stock market surge on Wall Street. Over time, the index has proven to provide good guidance on what has actually played out on Wall Street. There are several examples. During the initial pandemic outbreak, from mid-March 2020 to the end of March the same year, the S&P 500 index collapsed. At the same time, the Skew Index plunged, and several investors therefore chased call options which subsequently yielded fabulous gains in line with the massive upturn seen on Wall Street for the rest of 2020 and in 2021. Similar trends were seen in the period from February to March 2025 – then too the Skew Index curve fell, thereby giving a direct warning of subsequent market upturns. The options movements proved to be an excellent buy indicator, as the S&P 500 index rose by nearly 20 percent in the period April–October 2025. Also in the period February–March this year, the curve fell – and gave clear indications of subsequent market upturns. The options movements proved to be a good guideline, in light of the fact that the S&P 500 index rose by around 14 percent in April alone. Now we are thus seeing a completely opposite curve trend – recent sharp rise clearly indicates that the demand for hedging instruments against stock prices on Wall Street is rapidly increasing, and that it is therefore becoming increasingly expensive to hedge against market declines than just a few weeks ago. As already mentioned, there is now a sharp rise in long-term US government bond yields, which is also driven by rising government debt concern with associated increasing counterparty risk. The well-known ten-year yield has already passed five percent, sharply up compared to levels earlier this year, where the break through five percent is considered by many a credit analyst and market strategist to be very challenging for global stock markets. The well-known investor Ray Dalio believes that the US debt development is approaching a critical point, and has warned earlier this summer that if the country's financial situation is not handled now, the national debt – which stands at around 32,000 billion dollars and generates annual interest costs of a thousand billion dollars, three times as much as in 2020 and 2021 – will build up to levels that cannot be managed without significant burdens. He believes there is a real danger that the USA will enter a full-blown debt crisis over the next few years – a scenario that obviously several investors are now internalizing in line with the sharp rise in the Skew Index. The index development probably also indicates that increasingly more American options investors fear that the AI euphoria could end with a proper market crash. There are also several who know that the ten-year yield is now back to the levels it was at in 2007 – the year before the financial crisis was a fact.
- ·21 t sitten · MuokattuBrokerage houses, e.g. DNB, recommend stocks, then retail investors start following recommendations and drive the price up, many retail investors get FOMO and jump on the bandwagon, then the price is driven up even more strongly, then large players sell stocks expensively to retail investors at the top. When they sell large quantities, the price starts to fall, then retail investors panic and sell out. The price is pulled down even more strongly. This scenario repeats itself again. Welcome to the sheep flockAnd that's the way the Limp Biscuit crumbles....no one wants to be the last one in this game.
- ·22 t sittenTomorrow evening, the Central Bank in the USA will announce an interest rate decision. It is said that there is 75-90% certainty of an interest rate hike of 0.25%. In that connection, I expect that it might be a somewhat turbulent morning on Oslo Børs on Thursday and for a couple of hours ahead. Who knows? Will this affect ELK, I wonder, to some extent?
- ·1 päivä sittenELKEM: ARCTIC RAISES PRICE TARGET TO 40 (35), REITERATES BUY Oslo (Infront TDN Direkt): Arctic Securities raises its price target on Elkem to 40 kroner from 35 kroner and reiterates a buy recommendation on the share. This is stated in an analysis on Tuesday. "The probable introduction of higher import tariffs on silicon metal (SiMet) from China to the EU next year will contribute to significantly increased profitability for Elkem. Although there is great uncertainty surrounding the tariff level, the effect on production in the EU, and the import level from other countries, there is no doubt that this will have a positive impact on Elkem. Furthermore, higher SiMet prices will likely reduce or eliminate the substitution from ferrosilicon (FeSi) to SiMet, which will push up FeSi prices. In addition, the recently introduced safeguard measures for steel will increase the demand for FeSi in the EU," writes the brokerage firm. Beyond the prospects of better prices and volumes, Arctic expects positive effects from ongoing cost cuts and restructuring.
- ·1 päivä sittenDuring week 35 this week? Any comments on that?
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 | Ostaja | Myyjä |
|---|---|---|---|---|
| 594 | - | - | ||
| 1 366 | - | - | ||
| 2 693 | - | - | ||
| 91 | - | - | ||
| 105 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
NimiOsuus
ODIN Norge C EUR
2,54%Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt