2026 Q2 -tulosraportti
UUTTA
Tänään
‧21 min
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 29.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 13.8. | ||
2026 Q1 -tulosraportti 29.5. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 29.10.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·1 t sittenAfter taking a EUR 320 million hit, the company nevertheless stands firm on: - 15 %+ ROE, - 200-400 million euro in annual investments, - dividend from 2027, - no further revaluations. If the next 2-3 quarters confirm this, I believe the market will gradually shift focus from "how big was the write-down?" to "how much can Axactor earn with this balance sheet and this financing?". That's where the real repricing might eventually come from. If they deliver on that, it's not difficult to imagine both 7–10 kr in share price and 0.4–0.8 kr in annual dividends towards 2030.
·2 t sittenIf we enter a period of even higher interest rates, it could naturally become more difficult to collect money.The risk of new write-downs is not gone. If interest rates and economic conditions develop significantly weaker than expected, collections may again come under pressure. But after the comprehensive review in Q2, the threshold for new large negative surprises should be significantly higher than it was before the write-down.
·4 t sittenWith the equity raise completed and the co-investment company established, we expect significantly lower financing costs and increased investment capacity, which will provide significant capacity for distributions to shareholders going forward, says CEO Johnny Tsolis.
Tsolis reminds me of Karl from 'Mot i brøstet'! 😁 An industrious guy who doesn't give up his financial dream.- ·5 t sittenQ2 weakened confidence in the old estimates, but may at the same time have removed a large part of the uncertainty surrounding portfolio values. If this was indeed the big cleanup, Axactor today stands with a stronger balance sheet, lower financing costs, and significantly better growth opportunities than the company has had in many years. Now, management must prove over the next quarters that these advantages can be converted into higher profitability, stronger cash flow, and eventually attractive dividends. If they succeed, today's share price level may prove to be low in a multi-year perspective. Before Q2, the discussion was about how big the hole in the portfolios could be. After Q2, the discussion is about how much Axactor can earn with: - significantly lower debt - much lower financing costs - Fortress as a partner and more realistic collection curves Therefore, it is more likely that the share in 12 months will be closer to 6–8 kroner than that it will be below the issue price of 4.70 kroner, assuming no new major negative surprises.
the re-evaluation / calculation for Fortress based on the seed portfolio was EUR 350m and the write-down came in at EUR 320m... If anyone has calculated correctly on the case here, it's them. 
·5 t sittenA write-down is not a loss, assets are just set to a lower value, or to 0, but the value is still there, a write-down is always healthy, then one gets a paper loss which is booked against later profits, and tax is saved.
The tax accounts are something different from the financial statements that were submitted today, one does not get lower tax by writing down in the company accounts and there are far fewer opportunities to write down in the tax accounts. A write-down is when one establishes that the values the company owns are not as high as assumed when these assets were purchased. When axactor year after year writes down its portfolio, it is a sign that they pay significantly more than what the portfolios are worth.
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.
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.
2026 Q2 -tulosraportti
UUTTA
Tänään
‧21 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
- ·1 t sittenAfter taking a EUR 320 million hit, the company nevertheless stands firm on: - 15 %+ ROE, - 200-400 million euro in annual investments, - dividend from 2027, - no further revaluations. If the next 2-3 quarters confirm this, I believe the market will gradually shift focus from "how big was the write-down?" to "how much can Axactor earn with this balance sheet and this financing?". That's where the real repricing might eventually come from. If they deliver on that, it's not difficult to imagine both 7–10 kr in share price and 0.4–0.8 kr in annual dividends towards 2030.
- ·2 t sittenIf we enter a period of even higher interest rates, it could naturally become more difficult to collect money.The risk of new write-downs is not gone. If interest rates and economic conditions develop significantly weaker than expected, collections may again come under pressure. But after the comprehensive review in Q2, the threshold for new large negative surprises should be significantly higher than it was before the write-down.
- ·4 t sittenWith the equity raise completed and the co-investment company established, we expect significantly lower financing costs and increased investment capacity, which will provide significant capacity for distributions to shareholders going forward, says CEO Johnny Tsolis.Tsolis reminds me of Karl from 'Mot i brøstet'! 😁 An industrious guy who doesn't give up his financial dream.
- ·5 t sittenQ2 weakened confidence in the old estimates, but may at the same time have removed a large part of the uncertainty surrounding portfolio values. If this was indeed the big cleanup, Axactor today stands with a stronger balance sheet, lower financing costs, and significantly better growth opportunities than the company has had in many years. Now, management must prove over the next quarters that these advantages can be converted into higher profitability, stronger cash flow, and eventually attractive dividends. If they succeed, today's share price level may prove to be low in a multi-year perspective. Before Q2, the discussion was about how big the hole in the portfolios could be. After Q2, the discussion is about how much Axactor can earn with: - significantly lower debt - much lower financing costs - Fortress as a partner and more realistic collection curves Therefore, it is more likely that the share in 12 months will be closer to 6–8 kroner than that it will be below the issue price of 4.70 kroner, assuming no new major negative surprises.the re-evaluation / calculation for Fortress based on the seed portfolio was EUR 350m and the write-down came in at EUR 320m... If anyone has calculated correctly on the case here, it's them.
- ·5 t sittenA write-down is not a loss, assets are just set to a lower value, or to 0, but the value is still there, a write-down is always healthy, then one gets a paper loss which is booked against later profits, and tax is saved.The tax accounts are something different from the financial statements that were submitted today, one does not get lower tax by writing down in the company accounts and there are far fewer opportunities to write down in the tax accounts. A write-down is when one establishes that the values the company owns are not as high as assumed when these assets were purchased. When axactor year after year writes down its portfolio, it is a sign that they pay significantly more than what the portfolios are worth.
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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 29.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 13.8. | ||
2026 Q1 -tulosraportti 29.5. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 29.10.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 |
2026 Q2 -tulosraportti
UUTTA
Tänään
‧21 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 | |
|---|---|
2026 Q3 -tulosraportti 29.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 13.8. | ||
2026 Q1 -tulosraportti 29.5. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 29.10.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·1 t sittenAfter taking a EUR 320 million hit, the company nevertheless stands firm on: - 15 %+ ROE, - 200-400 million euro in annual investments, - dividend from 2027, - no further revaluations. If the next 2-3 quarters confirm this, I believe the market will gradually shift focus from "how big was the write-down?" to "how much can Axactor earn with this balance sheet and this financing?". That's where the real repricing might eventually come from. If they deliver on that, it's not difficult to imagine both 7–10 kr in share price and 0.4–0.8 kr in annual dividends towards 2030.
- ·2 t sittenIf we enter a period of even higher interest rates, it could naturally become more difficult to collect money.The risk of new write-downs is not gone. If interest rates and economic conditions develop significantly weaker than expected, collections may again come under pressure. But after the comprehensive review in Q2, the threshold for new large negative surprises should be significantly higher than it was before the write-down.
- ·4 t sittenWith the equity raise completed and the co-investment company established, we expect significantly lower financing costs and increased investment capacity, which will provide significant capacity for distributions to shareholders going forward, says CEO Johnny Tsolis.Tsolis reminds me of Karl from 'Mot i brøstet'! 😁 An industrious guy who doesn't give up his financial dream.
- ·5 t sittenQ2 weakened confidence in the old estimates, but may at the same time have removed a large part of the uncertainty surrounding portfolio values. If this was indeed the big cleanup, Axactor today stands with a stronger balance sheet, lower financing costs, and significantly better growth opportunities than the company has had in many years. Now, management must prove over the next quarters that these advantages can be converted into higher profitability, stronger cash flow, and eventually attractive dividends. If they succeed, today's share price level may prove to be low in a multi-year perspective. Before Q2, the discussion was about how big the hole in the portfolios could be. After Q2, the discussion is about how much Axactor can earn with: - significantly lower debt - much lower financing costs - Fortress as a partner and more realistic collection curves Therefore, it is more likely that the share in 12 months will be closer to 6–8 kroner than that it will be below the issue price of 4.70 kroner, assuming no new major negative surprises.the re-evaluation / calculation for Fortress based on the seed portfolio was EUR 350m and the write-down came in at EUR 320m... If anyone has calculated correctly on the case here, it's them.
- ·5 t sittenA write-down is not a loss, assets are just set to a lower value, or to 0, but the value is still there, a write-down is always healthy, then one gets a paper loss which is booked against later profits, and tax is saved.The tax accounts are something different from the financial statements that were submitted today, one does not get lower tax by writing down in the company accounts and there are far fewer opportunities to write down in the tax accounts. A write-down is when one establishes that the values the company owns are not as high as assumed when these assets were purchased. When axactor year after year writes down its portfolio, it is a sign that they pay significantly more than what the portfolios are worth.
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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt