2025 Q3 -tulosraportti
94 päivää sitten20 min
Tarjoustasot
Oslo Børs
Määrä
Osto
747
Myynti
Määrä
2 800
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 | - | - | ||
| 1 181 | - | - | ||
| 340 | - | - | ||
| 340 | - | - | ||
| 1 868 | - | - |
Ylin
8,34VWAP
Alin
8,22VaihtoMäärä
1,7 199 060
VWAP
Ylin
8,34Alin
8,22VaihtoMäärä
1,7 199 060
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 12.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 29.10.2025 | |
| 2025 Q2 -tulosraportti | 14.8.2025 | |
| 2025 Q1 -tulosraportti | 7.5.2025 | |
| 2024 Q4 -tulosraportti | 14.2.2025 | |
| 2024 Q3 -tulosraportti | 31.10.2024 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·3 päivää sittenB2 touches ATH today at 21kr.
·2 päivää sittenImportant to remember that Q3 is normally the weakest quarter, due to the summer holiday. I don't think it's unusual that one can end up a bit below the curve, this is also seen in the NPL purchase segment, that Q3 is weak. By the way, the sale you are referring to has been completed. It was already flagged in Q3, and the sum is clear, so no surprises there. But whether it lands in Q4 or Q1 I don't know, but I'm guessing Q4.
·22.1.Axactor's largest payable cost is the interest expense. In 2025, it will be approx. EUR 75 mill., while personnel costs are EUR 65 mill. (The amortization of the portfolio is higher, but it is a calculated cost!). A significant element for the equity valuation thus becomes the interest premium on the debt. This is rapidly decreasing. From April '25 until today, the price of the NOK bond has gone from 95 to 106.625. YTM has gone from around ~14% to 6.59%. It is quite a unique development. This development is largely not reflected in the price. This means that if the NOK bond were to be issued today, it would have an interest rate of perhaps around 6.75% compared to approx. 12.75% at issuance. That is a decrease of almost 50%!!! For Axactor, which in 2025 has a weighted interest expense of 8.63% (calculated outside-in), this is a significant improvement in the financing position. There is simply reason to be happy :-)- ·20.1.In May, I thought that the price of Axactor - given the delivery of a result around EUR 40 million - should be at a minimum of 10 kroner before the results. The result is met but the price is 8 kr. But funds seem to take interest before the figures. Now several are receiving offers to sell larger blocks. This could indicate that the price might start to move - if the purchases become a reality. We'll see!
- ·13.1.Axactor is today at the same share price as it was on July 1st, or over 6 months ago. That is surprising. At that time, we investors only had the 1Q figures to relate to regarding the company's near-term development. It was the first quarter with good earnings development. Today we have two more quarters with good earnings development. In addition, the 4Q figures are coming in a few days. 4Q '25 will most likely be the company's best quarter ever. In total, this means that the company will deliver around +- EUR 40 million after tax, EPS approx. NOK 1.55 and the dividend should be something around +-30 øre/share. The company itself believes in EUR 45 million in profit for 2026 or an ROE of 12%. This means that earnings growth will most likely continue. In light of this, the share price development is somewhat surprising! :-)
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 Q3 -tulosraportti
94 päivää sitten20 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
- ·3 päivää sittenB2 touches ATH today at 21kr.·2 päivää sittenImportant to remember that Q3 is normally the weakest quarter, due to the summer holiday. I don't think it's unusual that one can end up a bit below the curve, this is also seen in the NPL purchase segment, that Q3 is weak. By the way, the sale you are referring to has been completed. It was already flagged in Q3, and the sum is clear, so no surprises there. But whether it lands in Q4 or Q1 I don't know, but I'm guessing Q4.
- ·22.1.Axactor's largest payable cost is the interest expense. In 2025, it will be approx. EUR 75 mill., while personnel costs are EUR 65 mill. (The amortization of the portfolio is higher, but it is a calculated cost!). A significant element for the equity valuation thus becomes the interest premium on the debt. This is rapidly decreasing. From April '25 until today, the price of the NOK bond has gone from 95 to 106.625. YTM has gone from around ~14% to 6.59%. It is quite a unique development. This development is largely not reflected in the price. This means that if the NOK bond were to be issued today, it would have an interest rate of perhaps around 6.75% compared to approx. 12.75% at issuance. That is a decrease of almost 50%!!! For Axactor, which in 2025 has a weighted interest expense of 8.63% (calculated outside-in), this is a significant improvement in the financing position. There is simply reason to be happy :-)
- ·20.1.In May, I thought that the price of Axactor - given the delivery of a result around EUR 40 million - should be at a minimum of 10 kroner before the results. The result is met but the price is 8 kr. But funds seem to take interest before the figures. Now several are receiving offers to sell larger blocks. This could indicate that the price might start to move - if the purchases become a reality. We'll see!
- ·13.1.Axactor is today at the same share price as it was on July 1st, or over 6 months ago. That is surprising. At that time, we investors only had the 1Q figures to relate to regarding the company's near-term development. It was the first quarter with good earnings development. Today we have two more quarters with good earnings development. In addition, the 4Q figures are coming in a few days. 4Q '25 will most likely be the company's best quarter ever. In total, this means that the company will deliver around +- EUR 40 million after tax, EPS approx. NOK 1.55 and the dividend should be something around +-30 øre/share. The company itself believes in EUR 45 million in profit for 2026 or an ROE of 12%. This means that earnings growth will most likely continue. In light of this, the share price development is somewhat surprising! :-)
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
747
Myynti
Määrä
2 800
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 | - | - | ||
| 1 181 | - | - | ||
| 340 | - | - | ||
| 340 | - | - | ||
| 1 868 | - | - |
Ylin
8,34VWAP
Alin
8,22VaihtoMäärä
1,7 199 060
VWAP
Ylin
8,34Alin
8,22VaihtoMäärä
1,7 199 060
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 12.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 29.10.2025 | |
| 2025 Q2 -tulosraportti | 14.8.2025 | |
| 2025 Q1 -tulosraportti | 7.5.2025 | |
| 2024 Q4 -tulosraportti | 14.2.2025 | |
| 2024 Q3 -tulosraportti | 31.10.2024 |
2025 Q3 -tulosraportti
94 päivää sitten20 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 | |
|---|---|
| 2025 Q4 -tulosraportti | 12.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 29.10.2025 | |
| 2025 Q2 -tulosraportti | 14.8.2025 | |
| 2025 Q1 -tulosraportti | 7.5.2025 | |
| 2024 Q4 -tulosraportti | 14.2.2025 | |
| 2024 Q3 -tulosraportti | 31.10.2024 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·3 päivää sittenB2 touches ATH today at 21kr.·2 päivää sittenImportant to remember that Q3 is normally the weakest quarter, due to the summer holiday. I don't think it's unusual that one can end up a bit below the curve, this is also seen in the NPL purchase segment, that Q3 is weak. By the way, the sale you are referring to has been completed. It was already flagged in Q3, and the sum is clear, so no surprises there. But whether it lands in Q4 or Q1 I don't know, but I'm guessing Q4.
- ·22.1.Axactor's largest payable cost is the interest expense. In 2025, it will be approx. EUR 75 mill., while personnel costs are EUR 65 mill. (The amortization of the portfolio is higher, but it is a calculated cost!). A significant element for the equity valuation thus becomes the interest premium on the debt. This is rapidly decreasing. From April '25 until today, the price of the NOK bond has gone from 95 to 106.625. YTM has gone from around ~14% to 6.59%. It is quite a unique development. This development is largely not reflected in the price. This means that if the NOK bond were to be issued today, it would have an interest rate of perhaps around 6.75% compared to approx. 12.75% at issuance. That is a decrease of almost 50%!!! For Axactor, which in 2025 has a weighted interest expense of 8.63% (calculated outside-in), this is a significant improvement in the financing position. There is simply reason to be happy :-)
- ·20.1.In May, I thought that the price of Axactor - given the delivery of a result around EUR 40 million - should be at a minimum of 10 kroner before the results. The result is met but the price is 8 kr. But funds seem to take interest before the figures. Now several are receiving offers to sell larger blocks. This could indicate that the price might start to move - if the purchases become a reality. We'll see!
- ·13.1.Axactor is today at the same share price as it was on July 1st, or over 6 months ago. That is surprising. At that time, we investors only had the 1Q figures to relate to regarding the company's near-term development. It was the first quarter with good earnings development. Today we have two more quarters with good earnings development. In addition, the 4Q figures are coming in a few days. 4Q '25 will most likely be the company's best quarter ever. In total, this means that the company will deliver around +- EUR 40 million after tax, EPS approx. NOK 1.55 and the dividend should be something around +-30 øre/share. The company itself believes in EUR 45 million in profit for 2026 or an ROE of 12%. This means that earnings growth will most likely continue. In light of this, the share price development is somewhat surprising! :-)
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
747
Myynti
Määrä
2 800
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 | - | - | ||
| 1 181 | - | - | ||
| 340 | - | - | ||
| 340 | - | - | ||
| 1 868 | - | - |
Ylin
8,34VWAP
Alin
8,22VaihtoMäärä
1,7 199 060
VWAP
Ylin
8,34Alin
8,22VaihtoMäärä
1,7 199 060
Välittäjätilasto
Dataa ei löytynyt