2025 Q4 -tulosraportti
UUTTA
5 päivää sitten
‧24 min
Tarjoustasot
Oslo Børs
Määrä
Osto
7 084
Myynti
Määrä
7 500
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 | - | - | ||
| 218 | - | - | ||
| 100 | - | - | ||
| 53 | - | - | ||
| 28 | - | - |
Ylin
7,86VWAP
Alin
7,52VaihtoMäärä
1 135 660
VWAP
Ylin
7,86Alin
7,52VaihtoMäärä
1 135 660
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 29.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 29.10.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 | ||
2024 Q4 -tulosraportti 14.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·20 t sittenAxactor delivered its best annual result since the company became a debt collector. Now P/E is x5.7 on 2025 results and P/E x4.6 for the company's target for 2026 (EUR 45 million). It is simply dirt cheap.- ·3 päivää sittenAxactor delivered the company's best annual result. Nevertheless, the share price has fallen almost 10%. What happened? In previous posts, I described that Axactor would not only achieve its best annual result, but also its quarterly result. They did not. Disappointing. But if we look at what went wrong - it was an expensing of an eanr-out on a portfolio that delivers collections far above estimates and therefore qualifies the seller for an extra payment. This expensing amounted to EUR 3.5 million. But this is not a negative event. It is positive that the company acquires good portfolios at a low price, but with upside sharing. Due to accounting rules, the additional payment is only charged to this quarterly report. A more economically correct accounting treatment would be to record the additional payment as an investment - which does not go through the income statement. Adjusted for this additional payment after tax, the quarterly result would have been EUR 12,1 million - which is the company's best quarterly result! The most important thing, however, is that Axactor did not pay a dividend. That was not fortunate. But the board's assessment is obviously that the reduced borrowing cost they hope to achieve by dropping the dividend more than outweighs the disadvantage of waiting another year for a dividend. It's not a disaster, but it's disappointing. In light of this, the decline in the company's value seems to be completely out of proportion. A decline of 1-2% would reflect a disappointment, while a decline of almost 10% is completely out of sync with the company performing better than ever. Here are opportunities!
·20 t sittenI don't understand that you think the management is good. B2i crushes ACR completely, even though the starting points are quite similar.·19 t sittenYou're not going to read the post then? "Now they have better costs." 
·3 päivää sitten · MuokattuFrom the analyst at Nordea (Target NOK 11): «The adjusted collection performance was 102% in Q4 and the company is compliant with all covenants. These are our two key investment triggers… …In sum, we believe this report might be enough to send the share back above NOK 9.» He obviously has a lot to learn about how the market reacts to good news from Axactor :)))·3 päivää sittenHe surely has a lot to learn, like the rest of us. However, he is THE ONLY ANALYST who has had a buy rating on the stock since February 14th last year, and thus the only one who has captured over 100% upside for his clients. If you are to listen to an analyst, it is him!
·13.2.I will soon trade heavily in AXACTOR and increase holdings, a dividend is coming, they have started a new agreement, everything looks bright, except for some analysts who are paid to keep the price down.
·3 päivää sittenThe company has never paid dividends and has a leverage ratio above their internal target, which means they "cannot" pay dividends. The market also doesn't believe the book is correct, which can also be seen in the ERC overview towards the end of the presentation, therefore it looks cheaper on p/b than it actually is. B2 has a leverage ratio that is "almost" half of axa's, they pay half the interest spread vs axa, and they can pay out 100% of the dividend, and do so.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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.
Uutiset
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.
2025 Q4 -tulosraportti
UUTTA
5 päivää sitten
‧24 min
Uutiset
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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·20 t sittenAxactor delivered its best annual result since the company became a debt collector. Now P/E is x5.7 on 2025 results and P/E x4.6 for the company's target for 2026 (EUR 45 million). It is simply dirt cheap.
- ·3 päivää sittenAxactor delivered the company's best annual result. Nevertheless, the share price has fallen almost 10%. What happened? In previous posts, I described that Axactor would not only achieve its best annual result, but also its quarterly result. They did not. Disappointing. But if we look at what went wrong - it was an expensing of an eanr-out on a portfolio that delivers collections far above estimates and therefore qualifies the seller for an extra payment. This expensing amounted to EUR 3.5 million. But this is not a negative event. It is positive that the company acquires good portfolios at a low price, but with upside sharing. Due to accounting rules, the additional payment is only charged to this quarterly report. A more economically correct accounting treatment would be to record the additional payment as an investment - which does not go through the income statement. Adjusted for this additional payment after tax, the quarterly result would have been EUR 12,1 million - which is the company's best quarterly result! The most important thing, however, is that Axactor did not pay a dividend. That was not fortunate. But the board's assessment is obviously that the reduced borrowing cost they hope to achieve by dropping the dividend more than outweighs the disadvantage of waiting another year for a dividend. It's not a disaster, but it's disappointing. In light of this, the decline in the company's value seems to be completely out of proportion. A decline of 1-2% would reflect a disappointment, while a decline of almost 10% is completely out of sync with the company performing better than ever. Here are opportunities!·20 t sittenI don't understand that you think the management is good. B2i crushes ACR completely, even though the starting points are quite similar.·19 t sittenYou're not going to read the post then? "Now they have better costs."
- ·3 päivää sitten · MuokattuFrom the analyst at Nordea (Target NOK 11): «The adjusted collection performance was 102% in Q4 and the company is compliant with all covenants. These are our two key investment triggers… …In sum, we believe this report might be enough to send the share back above NOK 9.» He obviously has a lot to learn about how the market reacts to good news from Axactor :)))·3 päivää sittenHe surely has a lot to learn, like the rest of us. However, he is THE ONLY ANALYST who has had a buy rating on the stock since February 14th last year, and thus the only one who has captured over 100% upside for his clients. If you are to listen to an analyst, it is him!
- ·13.2.I will soon trade heavily in AXACTOR and increase holdings, a dividend is coming, they have started a new agreement, everything looks bright, except for some analysts who are paid to keep the price down.·3 päivää sittenThe company has never paid dividends and has a leverage ratio above their internal target, which means they "cannot" pay dividends. The market also doesn't believe the book is correct, which can also be seen in the ERC overview towards the end of the presentation, therefore it looks cheaper on p/b than it actually is. B2 has a leverage ratio that is "almost" half of axa's, they pay half the interest spread vs axa, and they can pay out 100% of the dividend, and do so.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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
Oslo Børs
Määrä
Osto
7 084
Myynti
Määrä
7 500
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 | - | - | ||
| 218 | - | - | ||
| 100 | - | - | ||
| 53 | - | - | ||
| 28 | - | - |
Ylin
7,86VWAP
Alin
7,52VaihtoMäärä
1 135 660
VWAP
Ylin
7,86Alin
7,52VaihtoMäärä
1 135 660
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 29.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 29.10.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 | ||
2024 Q4 -tulosraportti 14.2.2025 |
2025 Q4 -tulosraportti
UUTTA
5 päivää sitten
‧24 min
Uutiset
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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 29.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 29.10.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 | ||
2024 Q4 -tulosraportti 14.2.2025 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·20 t sittenAxactor delivered its best annual result since the company became a debt collector. Now P/E is x5.7 on 2025 results and P/E x4.6 for the company's target for 2026 (EUR 45 million). It is simply dirt cheap.
- ·3 päivää sittenAxactor delivered the company's best annual result. Nevertheless, the share price has fallen almost 10%. What happened? In previous posts, I described that Axactor would not only achieve its best annual result, but also its quarterly result. They did not. Disappointing. But if we look at what went wrong - it was an expensing of an eanr-out on a portfolio that delivers collections far above estimates and therefore qualifies the seller for an extra payment. This expensing amounted to EUR 3.5 million. But this is not a negative event. It is positive that the company acquires good portfolios at a low price, but with upside sharing. Due to accounting rules, the additional payment is only charged to this quarterly report. A more economically correct accounting treatment would be to record the additional payment as an investment - which does not go through the income statement. Adjusted for this additional payment after tax, the quarterly result would have been EUR 12,1 million - which is the company's best quarterly result! The most important thing, however, is that Axactor did not pay a dividend. That was not fortunate. But the board's assessment is obviously that the reduced borrowing cost they hope to achieve by dropping the dividend more than outweighs the disadvantage of waiting another year for a dividend. It's not a disaster, but it's disappointing. In light of this, the decline in the company's value seems to be completely out of proportion. A decline of 1-2% would reflect a disappointment, while a decline of almost 10% is completely out of sync with the company performing better than ever. Here are opportunities!·20 t sittenI don't understand that you think the management is good. B2i crushes ACR completely, even though the starting points are quite similar.·19 t sittenYou're not going to read the post then? "Now they have better costs."
- ·3 päivää sitten · MuokattuFrom the analyst at Nordea (Target NOK 11): «The adjusted collection performance was 102% in Q4 and the company is compliant with all covenants. These are our two key investment triggers… …In sum, we believe this report might be enough to send the share back above NOK 9.» He obviously has a lot to learn about how the market reacts to good news from Axactor :)))·3 päivää sittenHe surely has a lot to learn, like the rest of us. However, he is THE ONLY ANALYST who has had a buy rating on the stock since February 14th last year, and thus the only one who has captured over 100% upside for his clients. If you are to listen to an analyst, it is him!
- ·13.2.I will soon trade heavily in AXACTOR and increase holdings, a dividend is coming, they have started a new agreement, everything looks bright, except for some analysts who are paid to keep the price down.·3 päivää sittenThe company has never paid dividends and has a leverage ratio above their internal target, which means they "cannot" pay dividends. The market also doesn't believe the book is correct, which can also be seen in the ERC overview towards the end of the presentation, therefore it looks cheaper on p/b than it actually is. B2 has a leverage ratio that is "almost" half of axa's, they pay half the interest spread vs axa, and they can pay out 100% of the dividend, and do so.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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
Oslo Børs
Määrä
Osto
7 084
Myynti
Määrä
7 500
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 | - | - | ||
| 218 | - | - | ||
| 100 | - | - | ||
| 53 | - | - | ||
| 28 | - | - |
Ylin
7,86VWAP
Alin
7,52VaihtoMäärä
1 135 660
VWAP
Ylin
7,86Alin
7,52VaihtoMäärä
1 135 660
Välittäjätilasto
Dataa ei löytynyt