Q3-osavuosiraportti
26 päivää sitten‧20 min
Tarjoustasot
Oslo Børs
Määrä
Osto
6 013
Myynti
Määrä
408
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 | - | - |
Ylin
6,9VWAP
Alin
6,9VaihtoMäärä
0 1
VWAP
Ylin
6,9Alin
6,9VaihtoMäärä
0 1
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 päivää sittenThis year, Axactor will have a turnover of EUR 63 million in 3PC - or the collection area. This segment contributes approximately 40%. With the new DnB agreement and some further growth in Spain and Italy, the turnover for 3PC will be around EUR 74 million (+/- 1 mill) in 2026. The contribution will then be EUR 4.4 million higher - before any increases in paltform costs. This accounts for almost 10% of the 2025 pre-tax profit. This means that the company continues its good growth in 3PC; from EUR 54 mill. in 2024, to EUR 63 mill., to EUR 74 mill. in 2026. At the same time, the good development in the NPL segment continues. The company delivers on net interest income. In this segment, however, there is no basis to expect significant earnings growth in 2026. Limited investments and portfolio sales in 2024 and 2025 limit short-term earnings growth, and there is more reason to expect a sideways development. But overall, this gives reason to expect continued good results - which far exceed what is priced in today. This also means that bond spreads should narrow so that the interest cost paid by the company continues to decrease. Life should continue to shine for an Axactor shareholder.
·16 min sittenRegarding point 2, everyone is a bit worried. That probably puts a damper on the share price now that they are below 100%. Noticed that it was collections in August they missed. Wish they commented on it even more. See transcript from the last quarterly presentation: Both July and September were good months, but August was slower than anticipated. The collection performance landed at 98% for the quarter and 100% year-to-date. Going forward, we expect collections in line with forecast.
·14.11.What are we waiting for here, really? Does anyone know? I think it's been standing still for a long time now🙄
·2 päivää sittenAlso look at their backbook graph. They expect higher collections in year 2 than in year 1, and flat in year 3. That won't work.- ·10.11.Has anything been decided about the dividend?
- ·6.11.Axactor 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.
·11.11.Do you have any opinion on how large a share of ROI is affected by NIBOR?·12.11.Difficult to say how the RCF is structured. If there is the same exposure to different currencies. Otherwise, Nibor and Euribor are probably equally important. So yesterday's inflation figures were bad news. https://www.axactor.com/investor-relations/share-and-debt-information/debt-information
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
26 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 päivää sittenThis year, Axactor will have a turnover of EUR 63 million in 3PC - or the collection area. This segment contributes approximately 40%. With the new DnB agreement and some further growth in Spain and Italy, the turnover for 3PC will be around EUR 74 million (+/- 1 mill) in 2026. The contribution will then be EUR 4.4 million higher - before any increases in paltform costs. This accounts for almost 10% of the 2025 pre-tax profit. This means that the company continues its good growth in 3PC; from EUR 54 mill. in 2024, to EUR 63 mill., to EUR 74 mill. in 2026. At the same time, the good development in the NPL segment continues. The company delivers on net interest income. In this segment, however, there is no basis to expect significant earnings growth in 2026. Limited investments and portfolio sales in 2024 and 2025 limit short-term earnings growth, and there is more reason to expect a sideways development. But overall, this gives reason to expect continued good results - which far exceed what is priced in today. This also means that bond spreads should narrow so that the interest cost paid by the company continues to decrease. Life should continue to shine for an Axactor shareholder.·16 min sittenRegarding point 2, everyone is a bit worried. That probably puts a damper on the share price now that they are below 100%. Noticed that it was collections in August they missed. Wish they commented on it even more. See transcript from the last quarterly presentation: Both July and September were good months, but August was slower than anticipated. The collection performance landed at 98% for the quarter and 100% year-to-date. Going forward, we expect collections in line with forecast.
- ·14.11.What are we waiting for here, really? Does anyone know? I think it's been standing still for a long time now🙄·2 päivää sittenAlso look at their backbook graph. They expect higher collections in year 2 than in year 1, and flat in year 3. That won't work.
- ·10.11.Has anything been decided about the dividend?
- ·6.11.Axactor 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.·11.11.Do you have any opinion on how large a share of ROI is affected by NIBOR?·12.11.Difficult to say how the RCF is structured. If there is the same exposure to different currencies. Otherwise, Nibor and Euribor are probably equally important. So yesterday's inflation figures were bad news. https://www.axactor.com/investor-relations/share-and-debt-information/debt-information
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
6 013
Myynti
Määrä
408
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 | - | - |
Ylin
6,9VWAP
Alin
6,9VaihtoMäärä
0 1
VWAP
Ylin
6,9Alin
6,9VaihtoMäärä
0 1
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
26 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 päivää sittenThis year, Axactor will have a turnover of EUR 63 million in 3PC - or the collection area. This segment contributes approximately 40%. With the new DnB agreement and some further growth in Spain and Italy, the turnover for 3PC will be around EUR 74 million (+/- 1 mill) in 2026. The contribution will then be EUR 4.4 million higher - before any increases in paltform costs. This accounts for almost 10% of the 2025 pre-tax profit. This means that the company continues its good growth in 3PC; from EUR 54 mill. in 2024, to EUR 63 mill., to EUR 74 mill. in 2026. At the same time, the good development in the NPL segment continues. The company delivers on net interest income. In this segment, however, there is no basis to expect significant earnings growth in 2026. Limited investments and portfolio sales in 2024 and 2025 limit short-term earnings growth, and there is more reason to expect a sideways development. But overall, this gives reason to expect continued good results - which far exceed what is priced in today. This also means that bond spreads should narrow so that the interest cost paid by the company continues to decrease. Life should continue to shine for an Axactor shareholder.·16 min sittenRegarding point 2, everyone is a bit worried. That probably puts a damper on the share price now that they are below 100%. Noticed that it was collections in August they missed. Wish they commented on it even more. See transcript from the last quarterly presentation: Both July and September were good months, but August was slower than anticipated. The collection performance landed at 98% for the quarter and 100% year-to-date. Going forward, we expect collections in line with forecast.
- ·14.11.What are we waiting for here, really? Does anyone know? I think it's been standing still for a long time now🙄·2 päivää sittenAlso look at their backbook graph. They expect higher collections in year 2 than in year 1, and flat in year 3. That won't work.
- ·10.11.Has anything been decided about the dividend?
- ·6.11.Axactor 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.·11.11.Do you have any opinion on how large a share of ROI is affected by NIBOR?·12.11.Difficult to say how the RCF is structured. If there is the same exposure to different currencies. Otherwise, Nibor and Euribor are probably equally important. So yesterday's inflation figures were bad news. https://www.axactor.com/investor-relations/share-and-debt-information/debt-information
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
6 013
Myynti
Määrä
408
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 | - | - |
Ylin
6,9VWAP
Alin
6,9VaihtoMäärä
0 1
VWAP
Ylin
6,9Alin
6,9VaihtoMäärä
0 1
Välittäjätilasto
Dataa ei löytynyt