2025 Q4 -tulosraportti
43 päivää sitten
‧24 min
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 4 | - | - | ||
| 707 | - | - | ||
| 81 | - | - | ||
| 1 184 | - | - | ||
| 777 | - | - |
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
·5 t sittenis there anything that is actually positive for axactor regarding interest rate hikes apart from more portfolios they can buy?
·4 t sittenWell, quite a lot of positive things too: 1. There is little/no risk of refinancing. It was a big topic a couple of years ago. 2. 3PC has seen a real upturn and signals have been given about further growth. 3. ACR can be acquired. 4. New financing will be cheaper than outgoing. 5. Old, bad portfolios are constantly decreasing. 6. The company is cost-leading. I have probably commented on the negative aspects before and I assume it is appreciated that I don't repeat them.
·1 päivä sittenVERDIPAPIRFONDET DNB SMB - Off the list - - NOR CACEIS BANK - Off the list - - FRA MORGAN STANLEY & CO. INTERNATIONAL - Off the list - - GBR LUNDGRENN WERA - Off the list This is the reason for the selling pressure recently. This now appears to be over. Beyond this, there is an overall increase in ownership among the top 50 shareholders. The reason why these have now sold down or completely out is difficult to say, but a combination of fear of a broader market downturn in the short/medium term and some capital allocation is probably plausible to believe.- 2 päivää sitten2 päivää sittenPB 0,46🙄 WTF·1 päivä sittenThat is why I believe that collection is the supremely most important number to follow in the quarterly presentations going forward. We can hope that the downward trend is broken, but little sign of it for now.
·2 päivää sittenThe last four quarters Axactor has had growth within the 3PC business of 20%. That is high. This is also before the new large contract which was announced in 2Q '25 is operational. The company has just started implementing this contract in 4Q, but only during 1Q will the company have all the customer's product lines included in the 3PC work. This means that growth will continue in 2026, and a reasonable estimate for 3PC revenue is EUR 74 million for the year, up from EUR 64.6 million in 2025. With an estimated contribution margin of 40%, 3PC is a significant contribution to future profitability.
·23.3.ACR has fallen significantly recently, but much suggests that this is largely driven by short-term sentiment rather than fundamental changes. When the market prices in high uncertainty, asymmetric upside opportunities often arise if the case is still intact. Should sentiment turn, repricing can come relatively quickly. Risk is naturally present, but at current levels, the relationship between risk and potential return appears more balanced – and potentially attractive.
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
43 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
- ·5 t sittenis there anything that is actually positive for axactor regarding interest rate hikes apart from more portfolios they can buy?·4 t sittenWell, quite a lot of positive things too: 1. There is little/no risk of refinancing. It was a big topic a couple of years ago. 2. 3PC has seen a real upturn and signals have been given about further growth. 3. ACR can be acquired. 4. New financing will be cheaper than outgoing. 5. Old, bad portfolios are constantly decreasing. 6. The company is cost-leading. I have probably commented on the negative aspects before and I assume it is appreciated that I don't repeat them.
- ·1 päivä sittenVERDIPAPIRFONDET DNB SMB - Off the list - - NOR CACEIS BANK - Off the list - - FRA MORGAN STANLEY & CO. INTERNATIONAL - Off the list - - GBR LUNDGRENN WERA - Off the list This is the reason for the selling pressure recently. This now appears to be over. Beyond this, there is an overall increase in ownership among the top 50 shareholders. The reason why these have now sold down or completely out is difficult to say, but a combination of fear of a broader market downturn in the short/medium term and some capital allocation is probably plausible to believe.
- 2 päivää sitten2 päivää sittenPB 0,46🙄 WTF·1 päivä sittenThat is why I believe that collection is the supremely most important number to follow in the quarterly presentations going forward. We can hope that the downward trend is broken, but little sign of it for now.
- ·2 päivää sittenThe last four quarters Axactor has had growth within the 3PC business of 20%. That is high. This is also before the new large contract which was announced in 2Q '25 is operational. The company has just started implementing this contract in 4Q, but only during 1Q will the company have all the customer's product lines included in the 3PC work. This means that growth will continue in 2026, and a reasonable estimate for 3PC revenue is EUR 74 million for the year, up from EUR 64.6 million in 2025. With an estimated contribution margin of 40%, 3PC is a significant contribution to future profitability.
- ·23.3.ACR has fallen significantly recently, but much suggests that this is largely driven by short-term sentiment rather than fundamental changes. When the market prices in high uncertainty, asymmetric upside opportunities often arise if the case is still intact. Should sentiment turn, repricing can come relatively quickly. Risk is naturally present, but at current levels, the relationship between risk and potential return appears more balanced – and potentially attractive.
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
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 4 | - | - | ||
| 707 | - | - | ||
| 81 | - | - | ||
| 1 184 | - | - | ||
| 777 | - | - |
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
43 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
- ·5 t sittenis there anything that is actually positive for axactor regarding interest rate hikes apart from more portfolios they can buy?·4 t sittenWell, quite a lot of positive things too: 1. There is little/no risk of refinancing. It was a big topic a couple of years ago. 2. 3PC has seen a real upturn and signals have been given about further growth. 3. ACR can be acquired. 4. New financing will be cheaper than outgoing. 5. Old, bad portfolios are constantly decreasing. 6. The company is cost-leading. I have probably commented on the negative aspects before and I assume it is appreciated that I don't repeat them.
- ·1 päivä sittenVERDIPAPIRFONDET DNB SMB - Off the list - - NOR CACEIS BANK - Off the list - - FRA MORGAN STANLEY & CO. INTERNATIONAL - Off the list - - GBR LUNDGRENN WERA - Off the list This is the reason for the selling pressure recently. This now appears to be over. Beyond this, there is an overall increase in ownership among the top 50 shareholders. The reason why these have now sold down or completely out is difficult to say, but a combination of fear of a broader market downturn in the short/medium term and some capital allocation is probably plausible to believe.
- 2 päivää sitten2 päivää sittenPB 0,46🙄 WTF·1 päivä sittenThat is why I believe that collection is the supremely most important number to follow in the quarterly presentations going forward. We can hope that the downward trend is broken, but little sign of it for now.
- ·2 päivää sittenThe last four quarters Axactor has had growth within the 3PC business of 20%. That is high. This is also before the new large contract which was announced in 2Q '25 is operational. The company has just started implementing this contract in 4Q, but only during 1Q will the company have all the customer's product lines included in the 3PC work. This means that growth will continue in 2026, and a reasonable estimate for 3PC revenue is EUR 74 million for the year, up from EUR 64.6 million in 2025. With an estimated contribution margin of 40%, 3PC is a significant contribution to future profitability.
- ·23.3.ACR has fallen significantly recently, but much suggests that this is largely driven by short-term sentiment rather than fundamental changes. When the market prices in high uncertainty, asymmetric upside opportunities often arise if the case is still intact. Should sentiment turn, repricing can come relatively quickly. Risk is naturally present, but at current levels, the relationship between risk and potential return appears more balanced – and potentially attractive.
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
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 4 | - | - | ||
| 707 | - | - | ||
| 81 | - | - | ||
| 1 184 | - | - | ||
| 777 | - | - |
Välittäjätilasto
Dataa ei löytynyt