2027 Q2 - tulosraportti
21 päivää sitten
‧1 t 2 min
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 10 | NON | NON | ||
| 3 000 | DDB | NON | ||
| 149 | DDB | NON | ||
| 396 | DDB | NRD | ||
| 750 | DDB | DDB |
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
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2027 Q3 - tulosraportti 28.11. |
| Menneet tapahtumat | ||
|---|---|---|
2027 Q2 - tulosraportti 28.8. | ||
2027 Q1 - tulosraportti 22.5. | ||
2026 Q4 - tulosraportti 30.3. | ||
2026 Q2 - tulosraportti 26.2. | ||
2026 Q1 - tulosraportti 20.11.2025 |
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 sittenI am surprised by and don't understand why the stock isn't rising more with such strong growth prospects towards 2030 and where EBIT will follow suit….what could be the reason…is it simply because a large shareholder for some reason wants to exit
Well, someone needs to want to trade it up. Today I saw there were approx. 1000 who wanted to buy and approx. 3000 who wanted to sell. So it's a bit uphill. I still think the stock is too small to be taken seriously by larger buyers. Again, I think we need to reach a market cap of 750-1000 million before that really happens, and preferably also on a proper stock exchange. But honestly, I think the pricing is fair, just like don said in your other thread.. TTM EPS is, 1.54kr and that gives a P/E of approx. 40, i.e. with 30% growth we are at P/E 20 in 3 years. FT is a physical company so they will never grow 100% per year. So that's probably the range we should trade in. And then we just have to be long-term investors. I can well imagine a 20-30% increase in stock price per year from here, if they deliver on their forecasts.
·11 t sittenI have this morning interviewed the CEO of Freetrailer, Thomas Zeihlund. This time the focus was on their new strategy "Free to Grow". Super interesting! Listen to our conversation here: https://www.inderes.dk/videos/hca-morgenbors-1809-freetrailer-ceo-interview-og-negativ-abning-i-europa
·1 päivä sittenHere are calculations for strategic figures for 2030: Rentals 5.000.000 per year Trailers 25.000 Revenue 500.000.000 kr. EBIT 100.000.000 kr. Thus, it becomes: Net revenue per rental: 100 kr. Costs per trailer per year thus become: 16.000 kr. (wages, depreciation etc.) It seems highly unrealistic that costs per trailer per year can be reduced to 16 k kr., when one continues to grow at the same pace as seen in the last couple of years. Especially when looking at historical key figures for costs per trailer per year: 2021 -22.777 kr. 2022 -20.958 kr. 2023 -21.909 kr. 2024 -20.165 kr. Do you think this is realistic?10 ääntä 5 päivää 20 tuntia jäljelläLiity Nordnet Socialiin osallistuaksesi kyselyynYou forget that there aren't 25,000 trailers all year, that's the figure as of 31/12/2030. If you are to calculate costs per trailer, the denominator must be the average fleet for the year, not the fleet at year-end. Slightly simplified with an estimation of steady growth throughout the year, you can look at the fleet as of 30/6 as a proxy for the annual average. With steady percentage growth towards 25,000 (as of 31/12-2030), I estimate the fleet to be around 19,000 at year-end 2029 and an average of approx. 22,000 in 2030. That gives 400.000.000 / 22.000 = 18.181 kr. instead of 16.000 kr. But to be fair, the same correction should then be applied to the historical figures. They have, by all accounts, also been calculated based on the year-end fleet. And it completely depends on which growth trajectory I assume. If growth is front-loaded in 2030, my average lands closer to 23,000 (as of 30/6-2030) and the cost around 17.400 kr. That is really the assumption the discussion hinges on. Therefore, I would much rather look at the margin, where the denominator cancels itself out, regardless of how you count trailers. DKK 100 mio. in EBIT on DKK 500 mio. in revenue is an EBIT margin of 20% compared to approx. 16% in the upwardly revised 2026-guidance. That is the movement one should consider, which I personally think seems realistic.
·1 päivä sittenI don't really think it's so much small investors who will open their eyes to Freetrailer, but rather the larger/big investors who will see the stock as mature now. That will, of course, rub off on us small shareholders.
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
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Danske Bank A/S | 8 995 | 3 900 | 5 095 | 2 250 |
| ABG Sundal Collier ASA | 3 870 | 0 | 3 870 | 0 |
| Skandinaviska Enskilda Banken AB | 2 046 | 0 | 2 046 | 0 |
| SSW Market Making GmbH | 1 570 | 1 570 | 0 | 0 |
| Carnegie Investment Bank AB | 50 | 61 | −11 | 0 |
| Nordea Bank Abp | 616 | 1 040 | −424 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Svenska Handelsbanken AB | 0 | 4 883 | −4 883 | 0 |
| Nordnet Bank AB | 14 551 | 17 973 | −3 422 | 8 803 |
| Avanza Bank AB | 1 520 | 3 791 | −2 271 | 0 |
| Nordea Bank Abp | 616 | 1 040 | −424 | 0 |
| Carnegie Investment Bank AB | 50 | 61 | −11 | 0 |
| SSW Market Making GmbH | 1 570 | 1 570 | 0 | 0 |
2027 Q2 - tulosraportti
21 päivää sitten
‧1 t 2 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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·6 t sittenI am surprised by and don't understand why the stock isn't rising more with such strong growth prospects towards 2030 and where EBIT will follow suit….what could be the reason…is it simply because a large shareholder for some reason wants to exitWell, someone needs to want to trade it up. Today I saw there were approx. 1000 who wanted to buy and approx. 3000 who wanted to sell. So it's a bit uphill. I still think the stock is too small to be taken seriously by larger buyers. Again, I think we need to reach a market cap of 750-1000 million before that really happens, and preferably also on a proper stock exchange. But honestly, I think the pricing is fair, just like don said in your other thread.. TTM EPS is, 1.54kr and that gives a P/E of approx. 40, i.e. with 30% growth we are at P/E 20 in 3 years. FT is a physical company so they will never grow 100% per year. So that's probably the range we should trade in. And then we just have to be long-term investors. I can well imagine a 20-30% increase in stock price per year from here, if they deliver on their forecasts.
- ·11 t sittenI have this morning interviewed the CEO of Freetrailer, Thomas Zeihlund. This time the focus was on their new strategy "Free to Grow". Super interesting! Listen to our conversation here: https://www.inderes.dk/videos/hca-morgenbors-1809-freetrailer-ceo-interview-og-negativ-abning-i-europa
- ·1 päivä sittenHere are calculations for strategic figures for 2030: Rentals 5.000.000 per year Trailers 25.000 Revenue 500.000.000 kr. EBIT 100.000.000 kr. Thus, it becomes: Net revenue per rental: 100 kr. Costs per trailer per year thus become: 16.000 kr. (wages, depreciation etc.) It seems highly unrealistic that costs per trailer per year can be reduced to 16 k kr., when one continues to grow at the same pace as seen in the last couple of years. Especially when looking at historical key figures for costs per trailer per year: 2021 -22.777 kr. 2022 -20.958 kr. 2023 -21.909 kr. 2024 -20.165 kr. Do you think this is realistic?10 ääntä 5 päivää 20 tuntia jäljelläLiity Nordnet Socialiin osallistuaksesi kyselyynYou forget that there aren't 25,000 trailers all year, that's the figure as of 31/12/2030. If you are to calculate costs per trailer, the denominator must be the average fleet for the year, not the fleet at year-end. Slightly simplified with an estimation of steady growth throughout the year, you can look at the fleet as of 30/6 as a proxy for the annual average. With steady percentage growth towards 25,000 (as of 31/12-2030), I estimate the fleet to be around 19,000 at year-end 2029 and an average of approx. 22,000 in 2030. That gives 400.000.000 / 22.000 = 18.181 kr. instead of 16.000 kr. But to be fair, the same correction should then be applied to the historical figures. They have, by all accounts, also been calculated based on the year-end fleet. And it completely depends on which growth trajectory I assume. If growth is front-loaded in 2030, my average lands closer to 23,000 (as of 30/6-2030) and the cost around 17.400 kr. That is really the assumption the discussion hinges on. Therefore, I would much rather look at the margin, where the denominator cancels itself out, regardless of how you count trailers. DKK 100 mio. in EBIT on DKK 500 mio. in revenue is an EBIT margin of 20% compared to approx. 16% in the upwardly revised 2026-guidance. That is the movement one should consider, which I personally think seems realistic.
- ·1 päivä sittenI don't really think it's so much small investors who will open their eyes to Freetrailer, but rather the larger/big investors who will see the stock as mature now. That will, of course, rub off on us small shareholders.
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 |
|---|---|---|---|---|
| 10 | NON | NON | ||
| 3 000 | DDB | NON | ||
| 149 | DDB | NON | ||
| 396 | DDB | NRD | ||
| 750 | DDB | DDB |
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
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2027 Q3 - tulosraportti 28.11. |
| Menneet tapahtumat | ||
|---|---|---|
2027 Q2 - tulosraportti 28.8. | ||
2027 Q1 - tulosraportti 22.5. | ||
2026 Q4 - tulosraportti 30.3. | ||
2026 Q2 - tulosraportti 26.2. | ||
2026 Q1 - tulosraportti 20.11.2025 |
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Danske Bank A/S | 8 995 | 3 900 | 5 095 | 2 250 |
| ABG Sundal Collier ASA | 3 870 | 0 | 3 870 | 0 |
| Skandinaviska Enskilda Banken AB | 2 046 | 0 | 2 046 | 0 |
| SSW Market Making GmbH | 1 570 | 1 570 | 0 | 0 |
| Carnegie Investment Bank AB | 50 | 61 | −11 | 0 |
| Nordea Bank Abp | 616 | 1 040 | −424 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Svenska Handelsbanken AB | 0 | 4 883 | −4 883 | 0 |
| Nordnet Bank AB | 14 551 | 17 973 | −3 422 | 8 803 |
| Avanza Bank AB | 1 520 | 3 791 | −2 271 | 0 |
| Nordea Bank Abp | 616 | 1 040 | −424 | 0 |
| Carnegie Investment Bank AB | 50 | 61 | −11 | 0 |
| SSW Market Making GmbH | 1 570 | 1 570 | 0 | 0 |
2027 Q2 - tulosraportti
21 päivää sitten
‧1 t 2 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 | |
|---|---|
2027 Q3 - tulosraportti 28.11. |
| Menneet tapahtumat | ||
|---|---|---|
2027 Q2 - tulosraportti 28.8. | ||
2027 Q1 - tulosraportti 22.5. | ||
2026 Q4 - tulosraportti 30.3. | ||
2026 Q2 - tulosraportti 26.2. | ||
2026 Q1 - tulosraportti 20.11.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·6 t sittenI am surprised by and don't understand why the stock isn't rising more with such strong growth prospects towards 2030 and where EBIT will follow suit….what could be the reason…is it simply because a large shareholder for some reason wants to exitWell, someone needs to want to trade it up. Today I saw there were approx. 1000 who wanted to buy and approx. 3000 who wanted to sell. So it's a bit uphill. I still think the stock is too small to be taken seriously by larger buyers. Again, I think we need to reach a market cap of 750-1000 million before that really happens, and preferably also on a proper stock exchange. But honestly, I think the pricing is fair, just like don said in your other thread.. TTM EPS is, 1.54kr and that gives a P/E of approx. 40, i.e. with 30% growth we are at P/E 20 in 3 years. FT is a physical company so they will never grow 100% per year. So that's probably the range we should trade in. And then we just have to be long-term investors. I can well imagine a 20-30% increase in stock price per year from here, if they deliver on their forecasts.
- ·11 t sittenI have this morning interviewed the CEO of Freetrailer, Thomas Zeihlund. This time the focus was on their new strategy "Free to Grow". Super interesting! Listen to our conversation here: https://www.inderes.dk/videos/hca-morgenbors-1809-freetrailer-ceo-interview-og-negativ-abning-i-europa
- ·1 päivä sittenHere are calculations for strategic figures for 2030: Rentals 5.000.000 per year Trailers 25.000 Revenue 500.000.000 kr. EBIT 100.000.000 kr. Thus, it becomes: Net revenue per rental: 100 kr. Costs per trailer per year thus become: 16.000 kr. (wages, depreciation etc.) It seems highly unrealistic that costs per trailer per year can be reduced to 16 k kr., when one continues to grow at the same pace as seen in the last couple of years. Especially when looking at historical key figures for costs per trailer per year: 2021 -22.777 kr. 2022 -20.958 kr. 2023 -21.909 kr. 2024 -20.165 kr. Do you think this is realistic?10 ääntä 5 päivää 20 tuntia jäljelläLiity Nordnet Socialiin osallistuaksesi kyselyynYou forget that there aren't 25,000 trailers all year, that's the figure as of 31/12/2030. If you are to calculate costs per trailer, the denominator must be the average fleet for the year, not the fleet at year-end. Slightly simplified with an estimation of steady growth throughout the year, you can look at the fleet as of 30/6 as a proxy for the annual average. With steady percentage growth towards 25,000 (as of 31/12-2030), I estimate the fleet to be around 19,000 at year-end 2029 and an average of approx. 22,000 in 2030. That gives 400.000.000 / 22.000 = 18.181 kr. instead of 16.000 kr. But to be fair, the same correction should then be applied to the historical figures. They have, by all accounts, also been calculated based on the year-end fleet. And it completely depends on which growth trajectory I assume. If growth is front-loaded in 2030, my average lands closer to 23,000 (as of 30/6-2030) and the cost around 17.400 kr. That is really the assumption the discussion hinges on. Therefore, I would much rather look at the margin, where the denominator cancels itself out, regardless of how you count trailers. DKK 100 mio. in EBIT on DKK 500 mio. in revenue is an EBIT margin of 20% compared to approx. 16% in the upwardly revised 2026-guidance. That is the movement one should consider, which I personally think seems realistic.
- ·1 päivä sittenI don't really think it's so much small investors who will open their eyes to Freetrailer, but rather the larger/big investors who will see the stock as mature now. That will, of course, rub off on us small shareholders.
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 |
|---|---|---|---|---|
| 10 | NON | NON | ||
| 3 000 | DDB | NON | ||
| 149 | DDB | NON | ||
| 396 | DDB | NRD | ||
| 750 | DDB | DDB |
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
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Danske Bank A/S | 8 995 | 3 900 | 5 095 | 2 250 |
| ABG Sundal Collier ASA | 3 870 | 0 | 3 870 | 0 |
| Skandinaviska Enskilda Banken AB | 2 046 | 0 | 2 046 | 0 |
| SSW Market Making GmbH | 1 570 | 1 570 | 0 | 0 |
| Carnegie Investment Bank AB | 50 | 61 | −11 | 0 |
| Nordea Bank Abp | 616 | 1 040 | −424 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Svenska Handelsbanken AB | 0 | 4 883 | −4 883 | 0 |
| Nordnet Bank AB | 14 551 | 17 973 | −3 422 | 8 803 |
| Avanza Bank AB | 1 520 | 3 791 | −2 271 | 0 |
| Nordea Bank Abp | 616 | 1 040 | −424 | 0 |
| Carnegie Investment Bank AB | 50 | 61 | −11 | 0 |
| SSW Market Making GmbH | 1 570 | 1 570 | 0 | 0 |