Q3-osavuosiraportti
8 päivää sitten‧20 min
Tarjoustasot
Oslo Børs
Määrä
Osto
15 000
Myynti
Määrä
11 229
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 2 187 | - | - | ||
| 5 193 | - | - | ||
| 1 063 | - | - | ||
| 5 233 | - | - | ||
| 1 061 | - | - |
Ylin
7,04VWAP
Alin
6,82VaihtoMäärä
1,8 259 226
VWAP
Ylin
7,04Alin
6,82VaihtoMäärä
1,8 259 226
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4-osavuosiraportti | 12.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 29.10. | |
| 2025 Q2-osavuosiraportti | 14.8. | |
| 2025 Q1-osavuosiraportti | 7.5. | |
| 2024 Yhtiökokous | 6.5. | |
| 2024 Q4-osavuosiraportti | 14.2. |
Datan lähde: Millistream, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·2 t sittenAxactor has set a target of 12 % return on equity for 2026. Equity is expected to be approximately 14 kr at the beginning of 2026. So, in EPS terms, the company's target is approximately 1.68kr. The share is currently priced at a little over four times that result. So, I believe the fundamentals will prevent further decline from this level. The basis for the ROE of 12 % is Euribor and Stibor at 2 %, which is approximately the current level. And Nibor at 2.9 %. It currently does not look like Nibor will come down to that level, so it's possible that EPS expectations may need to be downward adjusted. At the same time, we might see Stibor and Euribor below 2 %, so then 12 % could still be realistic.
·9 t sittenDown and down🙄 Is there any hope that it turns around soon?
·2.11.From Xrevisoren on XI-chat: Time to take a serious look at this: Trades at P/B 0.5 where they now deliver 11% return on book equity, i.e., 22% on the market's valuation. Besides the NPL segment, which is more tangible in the accounts, they have the 3PC part which is in strong growth with further good growth opportunities, and which currently contributes 5.5m euro per quarter, annualized 22m euro. In the balance sheet, goodwill is only valued at 60m euro, which is the book value of this part of the business. The value of the company's 3PC could easily be 200m euro with a P/E of 10, then I consider 0 growth, something one knows is coming with recently signed contracts. This makes the real P/B around 0.33. This seems far too low, as the debt situation appears to be under good control, where the next bond maturity that needs refinancing is in 2027, which by the way is currently trading at 106, indicating significant interest savings going forward. I hope no dividends are considered and that debt reduction, preferably in combination with share buybacks at this favorable valuation, should be at the top of the agenda. RR should be good from here and analysts need to get to work, price targets between 8.9-12 seem conservative. As most things are considered expensive these days in my view, this one seems like a hidden gem.·3 päivää sittenDo you think the big bad wolf will sell shares to the company, or will he rejoice that his ownership stake becomes larger when the company cancels shares they have bought. It should be by law that one can see who trades shares, but banks etc. have been clever enough to cheat all stupid ministers in all of the Nordic countries, so only they themselves can see who trades. Why should it be hidden??? do they have something to hide from ordinary shareholders.
·31.10.Nordea recommends buying 11. (11.1) I think this is conservative against P/B. But Nordea's analysis still shows a 1-year upside of 60%. If this isn't a buying opportunity, I don't know what is.
·31.10. · MuokattuThe problem with these analysts is that they can suddenly change what they think, and they don't care if you and I have tied up our money based on their recommendations :) it's not that I mean there isn't a good buying opportunity here, I believe that too but at this moment the market is worried about future growth based on negative investment guidance, also dividends are far away so "klokkere" would gladly find some better opportunities :D
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 ja analyysit
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.
Q3-osavuosiraportti
8 päivää sitten‧20 min
Uutiset ja analyysit
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
- ·2 t sittenAxactor has set a target of 12 % return on equity for 2026. Equity is expected to be approximately 14 kr at the beginning of 2026. So, in EPS terms, the company's target is approximately 1.68kr. The share is currently priced at a little over four times that result. So, I believe the fundamentals will prevent further decline from this level. The basis for the ROE of 12 % is Euribor and Stibor at 2 %, which is approximately the current level. And Nibor at 2.9 %. It currently does not look like Nibor will come down to that level, so it's possible that EPS expectations may need to be downward adjusted. At the same time, we might see Stibor and Euribor below 2 %, so then 12 % could still be realistic.
- ·9 t sittenDown and down🙄 Is there any hope that it turns around soon?
- ·2.11.From Xrevisoren on XI-chat: Time to take a serious look at this: Trades at P/B 0.5 where they now deliver 11% return on book equity, i.e., 22% on the market's valuation. Besides the NPL segment, which is more tangible in the accounts, they have the 3PC part which is in strong growth with further good growth opportunities, and which currently contributes 5.5m euro per quarter, annualized 22m euro. In the balance sheet, goodwill is only valued at 60m euro, which is the book value of this part of the business. The value of the company's 3PC could easily be 200m euro with a P/E of 10, then I consider 0 growth, something one knows is coming with recently signed contracts. This makes the real P/B around 0.33. This seems far too low, as the debt situation appears to be under good control, where the next bond maturity that needs refinancing is in 2027, which by the way is currently trading at 106, indicating significant interest savings going forward. I hope no dividends are considered and that debt reduction, preferably in combination with share buybacks at this favorable valuation, should be at the top of the agenda. RR should be good from here and analysts need to get to work, price targets between 8.9-12 seem conservative. As most things are considered expensive these days in my view, this one seems like a hidden gem.·3 päivää sittenDo you think the big bad wolf will sell shares to the company, or will he rejoice that his ownership stake becomes larger when the company cancels shares they have bought. It should be by law that one can see who trades shares, but banks etc. have been clever enough to cheat all stupid ministers in all of the Nordic countries, so only they themselves can see who trades. Why should it be hidden??? do they have something to hide from ordinary shareholders.
- ·31.10.Nordea recommends buying 11. (11.1) I think this is conservative against P/B. But Nordea's analysis still shows a 1-year upside of 60%. If this isn't a buying opportunity, I don't know what is.·31.10. · MuokattuThe problem with these analysts is that they can suddenly change what they think, and they don't care if you and I have tied up our money based on their recommendations :) it's not that I mean there isn't a good buying opportunity here, I believe that too but at this moment the market is worried about future growth based on negative investment guidance, also dividends are far away so "klokkere" would gladly find some better opportunities :D
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
15 000
Myynti
Määrä
11 229
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 2 187 | - | - | ||
| 5 193 | - | - | ||
| 1 063 | - | - | ||
| 5 233 | - | - | ||
| 1 061 | - | - |
Ylin
7,04VWAP
Alin
6,82VaihtoMäärä
1,8 259 226
VWAP
Ylin
7,04Alin
6,82VaihtoMäärä
1,8 259 226
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4-osavuosiraportti | 12.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 29.10. | |
| 2025 Q2-osavuosiraportti | 14.8. | |
| 2025 Q1-osavuosiraportti | 7.5. | |
| 2024 Yhtiökokous | 6.5. | |
| 2024 Q4-osavuosiraportti | 14.2. |
Datan lähde: Millistream, Quartr
Q3-osavuosiraportti
8 päivää sitten‧20 min
Uutiset ja analyysit
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
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4-osavuosiraportti | 12.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 29.10. | |
| 2025 Q2-osavuosiraportti | 14.8. | |
| 2025 Q1-osavuosiraportti | 7.5. | |
| 2024 Yhtiökokous | 6.5. | |
| 2024 Q4-osavuosiraportti | 14.2. |
Datan lähde: Millistream, Quartr
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·2 t sittenAxactor has set a target of 12 % return on equity for 2026. Equity is expected to be approximately 14 kr at the beginning of 2026. So, in EPS terms, the company's target is approximately 1.68kr. The share is currently priced at a little over four times that result. So, I believe the fundamentals will prevent further decline from this level. The basis for the ROE of 12 % is Euribor and Stibor at 2 %, which is approximately the current level. And Nibor at 2.9 %. It currently does not look like Nibor will come down to that level, so it's possible that EPS expectations may need to be downward adjusted. At the same time, we might see Stibor and Euribor below 2 %, so then 12 % could still be realistic.
- ·9 t sittenDown and down🙄 Is there any hope that it turns around soon?
- ·2.11.From Xrevisoren on XI-chat: Time to take a serious look at this: Trades at P/B 0.5 where they now deliver 11% return on book equity, i.e., 22% on the market's valuation. Besides the NPL segment, which is more tangible in the accounts, they have the 3PC part which is in strong growth with further good growth opportunities, and which currently contributes 5.5m euro per quarter, annualized 22m euro. In the balance sheet, goodwill is only valued at 60m euro, which is the book value of this part of the business. The value of the company's 3PC could easily be 200m euro with a P/E of 10, then I consider 0 growth, something one knows is coming with recently signed contracts. This makes the real P/B around 0.33. This seems far too low, as the debt situation appears to be under good control, where the next bond maturity that needs refinancing is in 2027, which by the way is currently trading at 106, indicating significant interest savings going forward. I hope no dividends are considered and that debt reduction, preferably in combination with share buybacks at this favorable valuation, should be at the top of the agenda. RR should be good from here and analysts need to get to work, price targets between 8.9-12 seem conservative. As most things are considered expensive these days in my view, this one seems like a hidden gem.·3 päivää sittenDo you think the big bad wolf will sell shares to the company, or will he rejoice that his ownership stake becomes larger when the company cancels shares they have bought. It should be by law that one can see who trades shares, but banks etc. have been clever enough to cheat all stupid ministers in all of the Nordic countries, so only they themselves can see who trades. Why should it be hidden??? do they have something to hide from ordinary shareholders.
- ·31.10.Nordea recommends buying 11. (11.1) I think this is conservative against P/B. But Nordea's analysis still shows a 1-year upside of 60%. If this isn't a buying opportunity, I don't know what is.·31.10. · MuokattuThe problem with these analysts is that they can suddenly change what they think, and they don't care if you and I have tied up our money based on their recommendations :) it's not that I mean there isn't a good buying opportunity here, I believe that too but at this moment the market is worried about future growth based on negative investment guidance, also dividends are far away so "klokkere" would gladly find some better opportunities :D
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
15 000
Myynti
Määrä
11 229
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 2 187 | - | - | ||
| 5 193 | - | - | ||
| 1 063 | - | - | ||
| 5 233 | - | - | ||
| 1 061 | - | - |
Ylin
7,04VWAP
Alin
6,82VaihtoMäärä
1,8 259 226
VWAP
Ylin
7,04Alin
6,82VaihtoMäärä
1,8 259 226
Välittäjätilasto
Dataa ei löytynyt