2026 Q2 -tulosraportti
56 päivää sitten
‧1 t 0 min
0,2991 NOK/osake
Viimeisin osinko
0,86%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 3 876 | - | - | ||
| 1 587 | - | - | ||
| 1 360 | - | - | ||
| 806 | - | - | ||
| 2 990 | - | - |
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
2,00%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. | ||
Ylimääräinen yhtiökokous 2026 9.3. | ||
2025 Q4 -tulosraportti 13.2. | ||
2025 Q3 -tulosraportti 23.10.2025 |
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
Kirjaudu
50 min sittenSB1M ELK: We want to follow up with a further comment on the announced review of anti-dumping duties on EU imports of Chinese silicon metal. In the 2022 expiry review, the Commission calculated a Chinese dumping margin of 26.9%, although the general duty was maintained at 16.8%. The newly initiated interim review will recalculate the relevant dumping and injury margins and could result in materially higher duties. Our simplified calculation indicates a potential for a lifted margin of around 40-41%. If the eventual duty were set at the same level, this would imply European SiMe import parity of around EUR1,900/mt, representing potential upside of around 20% from current prices. Based on our sensitivities, this alone could lift Elkem EPS by around NOK1.4/sh. Including a potential 20% increase in FeSi prices to EUR1,500/mt, as higher SiMe duties reduce substitution incentives and improve the effectiveness of the FeSi safeguards, the combined EPS uplift could reach NOK2.3/sh. from 2028. These calculations are illustrative and intended to frame the potential upside rather than represent updated base-case estimates. As a starting point, we estimate that higher thermal-coal prices have increased Chinese SiMe cash costs by around USD175-250/mt since the beginning of 2025, assuming spot coal price. Following an increase in thermal-coal prices from ~USD90/mt to USD131/mt. Despite this estimated cost increase, Chinese and European SiMe prices have remained unchanged, likely partly driven by the overcapacity in China which became increasingly visible from 2023, with the pronounced price impact emerging in 2025.. Assuming the previous 26.9% dumping margin remained representative entering 2025, the additional USD200/mt cost could illustratively lift the implied dumping margin towards 40-41%, based on a Chinese import price of around EUR1,300/mt before duties. To be clear, this is our simplified approach to the potential outcome, with the Commission’s findings likely around 12 months away. The current European price of around EUR1,600/mt is broadly consistent with an underlying Chinese CIF price of approximately EUR1,300/mt, including the ordinary EU tariff of 5.5% and the existing general anti-dumping duty of 16.8%. If the anti-dumping duty were raised to 40-41%, full pass-through would lift Chinese import parity to EUR~1,900-1,920/mt, representing potential upside of around 19-20% from current European prices. Actual price effects would depend on Chinese exporters’ response, freight, FX and whether Chinese imports continue to set the marginal European price. We also believe restrictions on Angolan silicon metal, including partly Chinese-sponsored capacity, may be required for the measures to achieve their full effect, which Ferroglobe has been clear about on its previous earnings call. For Elkem, this alone could represent an EPS uplift of ~NOK1.4/sh. Further, we assume such an effect would lift FeSi prices and make FeSi-safeguard measures more effective. Hence, we would expect a 20% SiMe price increase to also lift FeSi prices ~20%, due to reduced substitution incentives. Should FeSi prices increase 20% to EUR1,500/mt, we estimate, based on Elkem’s sensitivities, a potential EPS uplift from the potentially lifted antidumping margins of NOK2.3/sh. from 2028. These figures are based on Elkem’s disclosed sensitivities and should be viewed as illustrative potential from 2028, rather than changes to our current estimates. Chinese thermal coal prices have risen ~45-50% from mid-25, lifting cash cost by an estimated ~USD200/mt, while SiMe prices have remained flat This measure alone, assuming unchanged energy prices, could result in NOK5.5/sh. in EPS in ELK in 2028, should measures prove effective, Carbon division be normalised, and production be running at normal rates
·3 t sittenELK is really taking off right now. Fun to be fully invested here.
·19 t sittenInvesttech has Elk as tomorrow's case of the day. On Wednesday, the price rose further and reached an all-time high. The previous resistance at 34 kroner was broken on increasing volume, and a new buy signal was triggered. Investtech's score of 97 points ranks Elkem on September 4th right at the top of the Oslo Stock Exchange.
Sold out yesterday, expected a decline, but that wasn't the case. Of course, happy for others. Did investech have a new resistance level we can follow?- ·1 päivä sittenWill probably touch the 35-mark before 10:00 AM tomorrow, I think.
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
56 päivää sitten
‧1 t 0 min
0,2991 NOK/osake
Viimeisin osinko
0,86%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
- 50 min sittenSB1M ELK: We want to follow up with a further comment on the announced review of anti-dumping duties on EU imports of Chinese silicon metal. In the 2022 expiry review, the Commission calculated a Chinese dumping margin of 26.9%, although the general duty was maintained at 16.8%. The newly initiated interim review will recalculate the relevant dumping and injury margins and could result in materially higher duties. Our simplified calculation indicates a potential for a lifted margin of around 40-41%. If the eventual duty were set at the same level, this would imply European SiMe import parity of around EUR1,900/mt, representing potential upside of around 20% from current prices. Based on our sensitivities, this alone could lift Elkem EPS by around NOK1.4/sh. Including a potential 20% increase in FeSi prices to EUR1,500/mt, as higher SiMe duties reduce substitution incentives and improve the effectiveness of the FeSi safeguards, the combined EPS uplift could reach NOK2.3/sh. from 2028. These calculations are illustrative and intended to frame the potential upside rather than represent updated base-case estimates. As a starting point, we estimate that higher thermal-coal prices have increased Chinese SiMe cash costs by around USD175-250/mt since the beginning of 2025, assuming spot coal price. Following an increase in thermal-coal prices from ~USD90/mt to USD131/mt. Despite this estimated cost increase, Chinese and European SiMe prices have remained unchanged, likely partly driven by the overcapacity in China which became increasingly visible from 2023, with the pronounced price impact emerging in 2025.. Assuming the previous 26.9% dumping margin remained representative entering 2025, the additional USD200/mt cost could illustratively lift the implied dumping margin towards 40-41%, based on a Chinese import price of around EUR1,300/mt before duties. To be clear, this is our simplified approach to the potential outcome, with the Commission’s findings likely around 12 months away. The current European price of around EUR1,600/mt is broadly consistent with an underlying Chinese CIF price of approximately EUR1,300/mt, including the ordinary EU tariff of 5.5% and the existing general anti-dumping duty of 16.8%. If the anti-dumping duty were raised to 40-41%, full pass-through would lift Chinese import parity to EUR~1,900-1,920/mt, representing potential upside of around 19-20% from current European prices. Actual price effects would depend on Chinese exporters’ response, freight, FX and whether Chinese imports continue to set the marginal European price. We also believe restrictions on Angolan silicon metal, including partly Chinese-sponsored capacity, may be required for the measures to achieve their full effect, which Ferroglobe has been clear about on its previous earnings call. For Elkem, this alone could represent an EPS uplift of ~NOK1.4/sh. Further, we assume such an effect would lift FeSi prices and make FeSi-safeguard measures more effective. Hence, we would expect a 20% SiMe price increase to also lift FeSi prices ~20%, due to reduced substitution incentives. Should FeSi prices increase 20% to EUR1,500/mt, we estimate, based on Elkem’s sensitivities, a potential EPS uplift from the potentially lifted antidumping margins of NOK2.3/sh. from 2028. These figures are based on Elkem’s disclosed sensitivities and should be viewed as illustrative potential from 2028, rather than changes to our current estimates. Chinese thermal coal prices have risen ~45-50% from mid-25, lifting cash cost by an estimated ~USD200/mt, while SiMe prices have remained flat This measure alone, assuming unchanged energy prices, could result in NOK5.5/sh. in EPS in ELK in 2028, should measures prove effective, Carbon division be normalised, and production be running at normal rates
- ·3 t sittenELK is really taking off right now. Fun to be fully invested here.
- ·19 t sittenInvesttech has Elk as tomorrow's case of the day. On Wednesday, the price rose further and reached an all-time high. The previous resistance at 34 kroner was broken on increasing volume, and a new buy signal was triggered. Investtech's score of 97 points ranks Elkem on September 4th right at the top of the Oslo Stock Exchange.Sold out yesterday, expected a decline, but that wasn't the case. Of course, happy for others. Did investech have a new resistance level we can follow?
- ·1 päivä sittenWill probably touch the 35-mark before 10:00 AM tomorrow, I think.
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 |
|---|---|---|---|---|
| 3 876 | - | - | ||
| 1 587 | - | - | ||
| 1 360 | - | - | ||
| 806 | - | - | ||
| 2 990 | - | - |
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
2,00%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. | ||
Ylimääräinen yhtiökokous 2026 9.3. | ||
2025 Q4 -tulosraportti 13.2. | ||
2025 Q3 -tulosraportti 23.10.2025 |
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 -tulosraportti
56 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. | ||
Ylimääräinen yhtiökokous 2026 9.3. | ||
2025 Q4 -tulosraportti 13.2. | ||
2025 Q3 -tulosraportti 23.10.2025 |
0,2991 NOK/osake
Viimeisin osinko
0,86%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- 50 min sittenSB1M ELK: We want to follow up with a further comment on the announced review of anti-dumping duties on EU imports of Chinese silicon metal. In the 2022 expiry review, the Commission calculated a Chinese dumping margin of 26.9%, although the general duty was maintained at 16.8%. The newly initiated interim review will recalculate the relevant dumping and injury margins and could result in materially higher duties. Our simplified calculation indicates a potential for a lifted margin of around 40-41%. If the eventual duty were set at the same level, this would imply European SiMe import parity of around EUR1,900/mt, representing potential upside of around 20% from current prices. Based on our sensitivities, this alone could lift Elkem EPS by around NOK1.4/sh. Including a potential 20% increase in FeSi prices to EUR1,500/mt, as higher SiMe duties reduce substitution incentives and improve the effectiveness of the FeSi safeguards, the combined EPS uplift could reach NOK2.3/sh. from 2028. These calculations are illustrative and intended to frame the potential upside rather than represent updated base-case estimates. As a starting point, we estimate that higher thermal-coal prices have increased Chinese SiMe cash costs by around USD175-250/mt since the beginning of 2025, assuming spot coal price. Following an increase in thermal-coal prices from ~USD90/mt to USD131/mt. Despite this estimated cost increase, Chinese and European SiMe prices have remained unchanged, likely partly driven by the overcapacity in China which became increasingly visible from 2023, with the pronounced price impact emerging in 2025.. Assuming the previous 26.9% dumping margin remained representative entering 2025, the additional USD200/mt cost could illustratively lift the implied dumping margin towards 40-41%, based on a Chinese import price of around EUR1,300/mt before duties. To be clear, this is our simplified approach to the potential outcome, with the Commission’s findings likely around 12 months away. The current European price of around EUR1,600/mt is broadly consistent with an underlying Chinese CIF price of approximately EUR1,300/mt, including the ordinary EU tariff of 5.5% and the existing general anti-dumping duty of 16.8%. If the anti-dumping duty were raised to 40-41%, full pass-through would lift Chinese import parity to EUR~1,900-1,920/mt, representing potential upside of around 19-20% from current European prices. Actual price effects would depend on Chinese exporters’ response, freight, FX and whether Chinese imports continue to set the marginal European price. We also believe restrictions on Angolan silicon metal, including partly Chinese-sponsored capacity, may be required for the measures to achieve their full effect, which Ferroglobe has been clear about on its previous earnings call. For Elkem, this alone could represent an EPS uplift of ~NOK1.4/sh. Further, we assume such an effect would lift FeSi prices and make FeSi-safeguard measures more effective. Hence, we would expect a 20% SiMe price increase to also lift FeSi prices ~20%, due to reduced substitution incentives. Should FeSi prices increase 20% to EUR1,500/mt, we estimate, based on Elkem’s sensitivities, a potential EPS uplift from the potentially lifted antidumping margins of NOK2.3/sh. from 2028. These figures are based on Elkem’s disclosed sensitivities and should be viewed as illustrative potential from 2028, rather than changes to our current estimates. Chinese thermal coal prices have risen ~45-50% from mid-25, lifting cash cost by an estimated ~USD200/mt, while SiMe prices have remained flat This measure alone, assuming unchanged energy prices, could result in NOK5.5/sh. in EPS in ELK in 2028, should measures prove effective, Carbon division be normalised, and production be running at normal rates
- ·3 t sittenELK is really taking off right now. Fun to be fully invested here.
- ·19 t sittenInvesttech has Elk as tomorrow's case of the day. On Wednesday, the price rose further and reached an all-time high. The previous resistance at 34 kroner was broken on increasing volume, and a new buy signal was triggered. Investtech's score of 97 points ranks Elkem on September 4th right at the top of the Oslo Stock Exchange.Sold out yesterday, expected a decline, but that wasn't the case. Of course, happy for others. Did investech have a new resistance level we can follow?
- ·1 päivä sittenWill probably touch the 35-mark before 10:00 AM tomorrow, I think.
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 |
|---|---|---|---|---|
| 3 876 | - | - | ||
| 1 587 | - | - | ||
| 1 360 | - | - | ||
| 806 | - | - | ||
| 2 990 | - | - |
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
2,00%Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt