2025 Q4 -tulosraportti
63 päivää sitten
‧23 min
Tarjoustasot
First North Sweden
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 2 000 | - | - | ||
| 7 000 | - | - | ||
| 16 831 | - | - | ||
| 31 189 | - | - | ||
| 980 | - | - |
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 668 148 | 668 148 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 668 148 | 668 148 | 0 | 0 |
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 23.4. | 7 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 23.10.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 29.4.2025 | ||
2024 Q4 -tulosraportti 13.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·22 t sittenSomething needs to be announced soon here ….
·20 t sittenThey hired a communications manager in January to strengthen communication efforts. Hope she is soon finished with her onboarding.
·1 päivä sittenThe stock price has halved in 3 months and not a word from management…
·21 t sittenNot exactly pleasant to be a shareholder in Kebni right now, but to claim that we hear nothing from the management is surely a complete miss. What about the stock exchange announcement on April 7? Even if it wasn't particularly uplifting, it was information, wasn't it? Or what about taking a look at LinkedIn. Kebni is currently participating with a stand at Defence Expo. The Q1 report is coming on April 23. More info will probably come there.
·2 päivää sittenWhat do we think about KebNi's future? Have they lost Saab as a customer? One might think they should have received at least one order last year given the global situation.- 8.4.8.4.«On the morning of 7 April, Kebni issued a profit warning, driven by a component shortage and delays related to an anticipated Satcom antenna order. As a result, we no longer expect Q1 or full-year 2026 to develop as strongly as previously anticipated. However, as the antenna order is described as postponed rather than lost, we continue to expect solid growth for the current year. Consequently, we lower our fair value range to SEK1.3–1.9 (SEK1.6–2.0), corresponding to EV/Sales 2026e multiples of 2.2–3.1x. Component shortage to impact Q2 as well. Given Kebni’s use of the term “component shortage”, we infer that the issue originates at a supplier to the company’s contract manufacturer and is therefore outside Kebni’s direct control. Importantly, this suggests that the disruption is not demand related. However, the shortage is expected to continue to weigh on performance in Q2, with a full resolution anticipated in Q3 2026. Postponed antenna order. Kebni’s satellite antennas are typically a component within a broader satellite communication system supplied by third parties. As such, Kebni acts as a sub-supplier and has limited influence over overall project timelines. The continued delay of the antenna order should therefore not be interpreted as company-specific weakness. Lowered estimates. We have lowered our H1 2026 estimates in line with Kebni’s updated guidance of approximately SEK68m in revenue. Based on our calculations, this implies that the company expects the antenna order to be secured and initial deliveries to commence in Q2 2026. While the component shortage is expected to have a short-term impact on production, it should not materially affect the long-term outlook. Nevertheless, we also make downward revisions to outer year estimates, reflecting the risk that these delays may impact ongoing sales projects. We lower our fair value range accordingly to SEK1.3–1.9.» https://access.dnbcarnegie.com/publication/4f63a2a6-77e4-4c6a-0755-08de94c795b0
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
63 päivää sitten
‧23 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
- ·22 t sittenSomething needs to be announced soon here ….·20 t sittenThey hired a communications manager in January to strengthen communication efforts. Hope she is soon finished with her onboarding.
- ·1 päivä sittenThe stock price has halved in 3 months and not a word from management…·21 t sittenNot exactly pleasant to be a shareholder in Kebni right now, but to claim that we hear nothing from the management is surely a complete miss. What about the stock exchange announcement on April 7? Even if it wasn't particularly uplifting, it was information, wasn't it? Or what about taking a look at LinkedIn. Kebni is currently participating with a stand at Defence Expo. The Q1 report is coming on April 23. More info will probably come there.
- ·2 päivää sittenWhat do we think about KebNi's future? Have they lost Saab as a customer? One might think they should have received at least one order last year given the global situation.
- 8.4.8.4.«On the morning of 7 April, Kebni issued a profit warning, driven by a component shortage and delays related to an anticipated Satcom antenna order. As a result, we no longer expect Q1 or full-year 2026 to develop as strongly as previously anticipated. However, as the antenna order is described as postponed rather than lost, we continue to expect solid growth for the current year. Consequently, we lower our fair value range to SEK1.3–1.9 (SEK1.6–2.0), corresponding to EV/Sales 2026e multiples of 2.2–3.1x. Component shortage to impact Q2 as well. Given Kebni’s use of the term “component shortage”, we infer that the issue originates at a supplier to the company’s contract manufacturer and is therefore outside Kebni’s direct control. Importantly, this suggests that the disruption is not demand related. However, the shortage is expected to continue to weigh on performance in Q2, with a full resolution anticipated in Q3 2026. Postponed antenna order. Kebni’s satellite antennas are typically a component within a broader satellite communication system supplied by third parties. As such, Kebni acts as a sub-supplier and has limited influence over overall project timelines. The continued delay of the antenna order should therefore not be interpreted as company-specific weakness. Lowered estimates. We have lowered our H1 2026 estimates in line with Kebni’s updated guidance of approximately SEK68m in revenue. Based on our calculations, this implies that the company expects the antenna order to be secured and initial deliveries to commence in Q2 2026. While the component shortage is expected to have a short-term impact on production, it should not materially affect the long-term outlook. Nevertheless, we also make downward revisions to outer year estimates, reflecting the risk that these delays may impact ongoing sales projects. We lower our fair value range accordingly to SEK1.3–1.9.» https://access.dnbcarnegie.com/publication/4f63a2a6-77e4-4c6a-0755-08de94c795b0
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
First North Sweden
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 2 000 | - | - | ||
| 7 000 | - | - | ||
| 16 831 | - | - | ||
| 31 189 | - | - | ||
| 980 | - | - |
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 668 148 | 668 148 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 668 148 | 668 148 | 0 | 0 |
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 23.4. | 7 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 23.10.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 29.4.2025 | ||
2024 Q4 -tulosraportti 13.2.2025 |
2025 Q4 -tulosraportti
63 päivää sitten
‧23 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 23.4. | 7 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 23.10.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 29.4.2025 | ||
2024 Q4 -tulosraportti 13.2.2025 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·22 t sittenSomething needs to be announced soon here ….·20 t sittenThey hired a communications manager in January to strengthen communication efforts. Hope she is soon finished with her onboarding.
- ·1 päivä sittenThe stock price has halved in 3 months and not a word from management…·21 t sittenNot exactly pleasant to be a shareholder in Kebni right now, but to claim that we hear nothing from the management is surely a complete miss. What about the stock exchange announcement on April 7? Even if it wasn't particularly uplifting, it was information, wasn't it? Or what about taking a look at LinkedIn. Kebni is currently participating with a stand at Defence Expo. The Q1 report is coming on April 23. More info will probably come there.
- ·2 päivää sittenWhat do we think about KebNi's future? Have they lost Saab as a customer? One might think they should have received at least one order last year given the global situation.
- 8.4.8.4.«On the morning of 7 April, Kebni issued a profit warning, driven by a component shortage and delays related to an anticipated Satcom antenna order. As a result, we no longer expect Q1 or full-year 2026 to develop as strongly as previously anticipated. However, as the antenna order is described as postponed rather than lost, we continue to expect solid growth for the current year. Consequently, we lower our fair value range to SEK1.3–1.9 (SEK1.6–2.0), corresponding to EV/Sales 2026e multiples of 2.2–3.1x. Component shortage to impact Q2 as well. Given Kebni’s use of the term “component shortage”, we infer that the issue originates at a supplier to the company’s contract manufacturer and is therefore outside Kebni’s direct control. Importantly, this suggests that the disruption is not demand related. However, the shortage is expected to continue to weigh on performance in Q2, with a full resolution anticipated in Q3 2026. Postponed antenna order. Kebni’s satellite antennas are typically a component within a broader satellite communication system supplied by third parties. As such, Kebni acts as a sub-supplier and has limited influence over overall project timelines. The continued delay of the antenna order should therefore not be interpreted as company-specific weakness. Lowered estimates. We have lowered our H1 2026 estimates in line with Kebni’s updated guidance of approximately SEK68m in revenue. Based on our calculations, this implies that the company expects the antenna order to be secured and initial deliveries to commence in Q2 2026. While the component shortage is expected to have a short-term impact on production, it should not materially affect the long-term outlook. Nevertheless, we also make downward revisions to outer year estimates, reflecting the risk that these delays may impact ongoing sales projects. We lower our fair value range accordingly to SEK1.3–1.9.» https://access.dnbcarnegie.com/publication/4f63a2a6-77e4-4c6a-0755-08de94c795b0
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
First North Sweden
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 2 000 | - | - | ||
| 7 000 | - | - | ||
| 16 831 | - | - | ||
| 31 189 | - | - | ||
| 980 | - | - |
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 668 148 | 668 148 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 668 148 | 668 148 | 0 | 0 |