2026 Q1 -tulosraportti
68 päivää sitten
‧28 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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 18.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 23.4. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 23.10.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 29.4.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·9 t sittenIt obviously doesn't seem that the market agrees with DNB Carnegie's assessment that fair value is 1.3-1.9 SEK. Unsure if I should continue to hold this and rather take the loss. Is there anyone who has any particular trust in Saxmo anymore
I still have confidence, but agree that there has been a scratch or two on the surface. Something I notice is that things also take time in most other defense companies. As mentioned, we are at the very beginning of an enormous investment wave in the next 10-15 years within the defense sector. I therefore think more long-term, and plan to hold for a minimum of 3-5 years.- ·17.6.DNB Carnegie's take on France's NLAW order; https://access.dnbcarnegie.com/publication/f75a189e-2ca2-410e-33cc-08decb8e5131 On the morning of 16 June, Saab announced that it had signed a contract with France for deliveries of the NLAW anti-tank weapon system. Kebni supplies the bespoke IMU that is integrated into each NLAW missile, and although Kebni has not yet announced a related order, we expect one to follow in due course. The challenge when assessing the potential impact is that Saab has not disclosed the value or size of the contract, making it difficult to estimate the potential order value for Kebni, but we find it supportive to our estimates. A long-awaited announcement. Discussions between France and Saab regarding a potential NLAW acquisition have, to our knowledge, been ongoing for roughly two years. The contract was announced in connection with the Eurosatory defence exhibition in Paris. France has historically used MBDA’s Eryx anti-tank system and has now selected NLAW as its replacement. Limited visibility on contract size. Saab has not disclosed the contract value, nor the number of systems ordered, making it difficult to assess the implications for Kebni. Deliveries are scheduled for 2026–30, and France also holds options for additional purchases. Based on publicly available information, France holds c1,000 launchers and more than 10,000 missiles. We therefore believe the initial contract of c2,300–2,900 NLAW units would be a reasonable assumption. Potential order value for Kebni of SEK74m–110m. Assuming France has ordered c2,300–2,900 NLAW units and that each IMU generates revenue of SEK32,000–38,000 for Kebni, we estimate a potential order value of SEK74m–110m. It should be emphasised that this estimate is highly speculative and based on assumptions rather than confirmed information. As we have already incorporated an additional NLAW-related IMU order into our 2027 forecasts, we do not make any estimate revisions following this announcement.
·16.6. · MuokattuWill the order for NLaw to France today give some fuel to KebNi?
It primarily provides stability. Delivery 2026-30 will mean that Kebni has work to do, together with the orders of 300 million from the Koreans which will yield approximately 50mkr annually from 2027, is a good foundation to stand on.
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.
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.
2026 Q1 -tulosraportti
68 päivää sitten
‧28 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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·9 t sittenIt obviously doesn't seem that the market agrees with DNB Carnegie's assessment that fair value is 1.3-1.9 SEK. Unsure if I should continue to hold this and rather take the loss. Is there anyone who has any particular trust in Saxmo anymoreI still have confidence, but agree that there has been a scratch or two on the surface. Something I notice is that things also take time in most other defense companies. As mentioned, we are at the very beginning of an enormous investment wave in the next 10-15 years within the defense sector. I therefore think more long-term, and plan to hold for a minimum of 3-5 years.
- ·17.6.DNB Carnegie's take on France's NLAW order; https://access.dnbcarnegie.com/publication/f75a189e-2ca2-410e-33cc-08decb8e5131 On the morning of 16 June, Saab announced that it had signed a contract with France for deliveries of the NLAW anti-tank weapon system. Kebni supplies the bespoke IMU that is integrated into each NLAW missile, and although Kebni has not yet announced a related order, we expect one to follow in due course. The challenge when assessing the potential impact is that Saab has not disclosed the value or size of the contract, making it difficult to estimate the potential order value for Kebni, but we find it supportive to our estimates. A long-awaited announcement. Discussions between France and Saab regarding a potential NLAW acquisition have, to our knowledge, been ongoing for roughly two years. The contract was announced in connection with the Eurosatory defence exhibition in Paris. France has historically used MBDA’s Eryx anti-tank system and has now selected NLAW as its replacement. Limited visibility on contract size. Saab has not disclosed the contract value, nor the number of systems ordered, making it difficult to assess the implications for Kebni. Deliveries are scheduled for 2026–30, and France also holds options for additional purchases. Based on publicly available information, France holds c1,000 launchers and more than 10,000 missiles. We therefore believe the initial contract of c2,300–2,900 NLAW units would be a reasonable assumption. Potential order value for Kebni of SEK74m–110m. Assuming France has ordered c2,300–2,900 NLAW units and that each IMU generates revenue of SEK32,000–38,000 for Kebni, we estimate a potential order value of SEK74m–110m. It should be emphasised that this estimate is highly speculative and based on assumptions rather than confirmed information. As we have already incorporated an additional NLAW-related IMU order into our 2027 forecasts, we do not make any estimate revisions following this announcement.
- ·16.6. · MuokattuWill the order for NLaw to France today give some fuel to KebNi?It primarily provides stability. Delivery 2026-30 will mean that Kebni has work to do, together with the orders of 300 million from the Koreans which will yield approximately 50mkr annually from 2027, is a good foundation to stand on.
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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 18.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 23.4. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 23.10.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 29.4.2025 |
2026 Q1 -tulosraportti
68 päivää sitten
‧28 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 Q2 -tulosraportti 18.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 23.4. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 23.10.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 29.4.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·9 t sittenIt obviously doesn't seem that the market agrees with DNB Carnegie's assessment that fair value is 1.3-1.9 SEK. Unsure if I should continue to hold this and rather take the loss. Is there anyone who has any particular trust in Saxmo anymoreI still have confidence, but agree that there has been a scratch or two on the surface. Something I notice is that things also take time in most other defense companies. As mentioned, we are at the very beginning of an enormous investment wave in the next 10-15 years within the defense sector. I therefore think more long-term, and plan to hold for a minimum of 3-5 years.
- ·17.6.DNB Carnegie's take on France's NLAW order; https://access.dnbcarnegie.com/publication/f75a189e-2ca2-410e-33cc-08decb8e5131 On the morning of 16 June, Saab announced that it had signed a contract with France for deliveries of the NLAW anti-tank weapon system. Kebni supplies the bespoke IMU that is integrated into each NLAW missile, and although Kebni has not yet announced a related order, we expect one to follow in due course. The challenge when assessing the potential impact is that Saab has not disclosed the value or size of the contract, making it difficult to estimate the potential order value for Kebni, but we find it supportive to our estimates. A long-awaited announcement. Discussions between France and Saab regarding a potential NLAW acquisition have, to our knowledge, been ongoing for roughly two years. The contract was announced in connection with the Eurosatory defence exhibition in Paris. France has historically used MBDA’s Eryx anti-tank system and has now selected NLAW as its replacement. Limited visibility on contract size. Saab has not disclosed the contract value, nor the number of systems ordered, making it difficult to assess the implications for Kebni. Deliveries are scheduled for 2026–30, and France also holds options for additional purchases. Based on publicly available information, France holds c1,000 launchers and more than 10,000 missiles. We therefore believe the initial contract of c2,300–2,900 NLAW units would be a reasonable assumption. Potential order value for Kebni of SEK74m–110m. Assuming France has ordered c2,300–2,900 NLAW units and that each IMU generates revenue of SEK32,000–38,000 for Kebni, we estimate a potential order value of SEK74m–110m. It should be emphasised that this estimate is highly speculative and based on assumptions rather than confirmed information. As we have already incorporated an additional NLAW-related IMU order into our 2027 forecasts, we do not make any estimate revisions following this announcement.
- ·16.6. · MuokattuWill the order for NLaw to France today give some fuel to KebNi?It primarily provides stability. Delivery 2026-30 will mean that Kebni has work to do, together with the orders of 300 million from the Koreans which will yield approximately 50mkr annually from 2027, is a good foundation to stand on.
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