2026 H1 - tulosraportti
62 päivää sitten
‧1 t 10 min
2,50 SEK/osake
Irtoamispäivä 30.11.
1,51%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 258 | - | - | ||
| 2 | - | - | ||
| 418 | - | - | ||
| 44 | - | - | ||
| 283 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 15.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 H1 - tulosraportti 17.7. | ||
Vuosittainen yhtiökokous 2026 12.5. | ||
2026 Q1 - tulosraportti 22.4. | ||
2025 H2 - tulosraportti 22.1. | ||
2025 Q3 - tulosraportti 16.10.2025 |
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
·3 t sittenEQT – starting to look really interesting EQT has a strong global position in private markets, a high proportion of recurring fee income, and very good margins. At the half-year, the company had approximately €155 billion in fee-generating AUM and the fee-related EBITDA margin was around 50%. The balance sheet is also strong, with net debt around 1x EBITDA. The risks are primarily a weak exit market, lower carried interest, and some dilution from incentive programs. At 302.70 kr, at the time of writing, I think the valuation is starting to become attractive. My approximate view is FV 330–345 kr, 12M 355–370 kr and 36M Base 440–455 kr. I own the stock myself, please do your own analysis.I think today's macro actually strengthens the EQT case somewhat. After the Fed, the US 10-year yield has turned down from over 5 % to around 4.95 %, while Brent has fallen from almost 110 dollars to around 103. This reduces both inflation concerns and the upward pressure on long-term interest rates. For EQT, the interest rate situation is extra important. Lower long-term interest rates improve financing conditions for PE deals, reduce pressure on valuation multiples and should in the long run make the exit market better. At the same time, the EQT machine itself is already working quite well – fundraising, AUM and exits have continued to develop despite the tough interest rate environment. If we now actually start to get some tailwind from the interest rate market as well, I think EQT around 300 kr starts to look really interesting. Zero interest rates are hardly required for the case – just that long-term interest rates stop moving in the wrong direction.
·1 päivä sittenStarting to move towards nice levels for topping up. I dare to speculate that we will see 280kr again. Then the wallet opens 💵
·1 päivä sittenI see EQT is considering buying Acciona Energia for 11 Billion Euro. This seems very low, as Acciona had a turnover of 2.9 billion euro. EQT is simultaneously talking about possibly divesting its ownership stake in US-based Waystar, where EQT holds 13 % of the shares. Many lofty plans and ambitions, but EQT's share price is moving in a direction that does not particularly support belief in these plans. On the other hand, major players such as the Swedish company Investor have bought into EQT. So here one must try to understand where the company will be a bit further in time. If one doesn't fully understand it, then it's just to sell!That Investor is linked with EQT is not so surprising, as they were involved in founding the company in 1994 and have been owners in the company since then 😊
·2 päivää sitten · MuokattuToo bad I didn't sell when my return was >0%. Now we are back to the worst performing stock in the entire portfolio. Will sell the next upturn.Yes, my profit is also very weakened. Much of this is due to a stronger krone. Because when I bought, the currency ratio was reversed. So even though I am up 12.57 % in Sek, almost everything is now gone in Nok. Only 2.34 % left. So I am going to sell out, unless the stock turns up. However, I consider the chance of that very small!
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.
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 1 137 398 | 1 137 398 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 1 137 398 | 1 137 398 | 0 | 0 |
2026 H1 - tulosraportti
62 päivää sitten
‧1 t 10 min
2,50 SEK/osake
Irtoamispäivä 30.11.
1,51%Tuotto/v
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
- ·3 t sittenEQT – starting to look really interesting EQT has a strong global position in private markets, a high proportion of recurring fee income, and very good margins. At the half-year, the company had approximately €155 billion in fee-generating AUM and the fee-related EBITDA margin was around 50%. The balance sheet is also strong, with net debt around 1x EBITDA. The risks are primarily a weak exit market, lower carried interest, and some dilution from incentive programs. At 302.70 kr, at the time of writing, I think the valuation is starting to become attractive. My approximate view is FV 330–345 kr, 12M 355–370 kr and 36M Base 440–455 kr. I own the stock myself, please do your own analysis.I think today's macro actually strengthens the EQT case somewhat. After the Fed, the US 10-year yield has turned down from over 5 % to around 4.95 %, while Brent has fallen from almost 110 dollars to around 103. This reduces both inflation concerns and the upward pressure on long-term interest rates. For EQT, the interest rate situation is extra important. Lower long-term interest rates improve financing conditions for PE deals, reduce pressure on valuation multiples and should in the long run make the exit market better. At the same time, the EQT machine itself is already working quite well – fundraising, AUM and exits have continued to develop despite the tough interest rate environment. If we now actually start to get some tailwind from the interest rate market as well, I think EQT around 300 kr starts to look really interesting. Zero interest rates are hardly required for the case – just that long-term interest rates stop moving in the wrong direction.
- ·1 päivä sittenStarting to move towards nice levels for topping up. I dare to speculate that we will see 280kr again. Then the wallet opens 💵
- ·1 päivä sittenI see EQT is considering buying Acciona Energia for 11 Billion Euro. This seems very low, as Acciona had a turnover of 2.9 billion euro. EQT is simultaneously talking about possibly divesting its ownership stake in US-based Waystar, where EQT holds 13 % of the shares. Many lofty plans and ambitions, but EQT's share price is moving in a direction that does not particularly support belief in these plans. On the other hand, major players such as the Swedish company Investor have bought into EQT. So here one must try to understand where the company will be a bit further in time. If one doesn't fully understand it, then it's just to sell!That Investor is linked with EQT is not so surprising, as they were involved in founding the company in 1994 and have been owners in the company since then 😊
- ·2 päivää sitten · MuokattuToo bad I didn't sell when my return was >0%. Now we are back to the worst performing stock in the entire portfolio. Will sell the next upturn.Yes, my profit is also very weakened. Much of this is due to a stronger krone. Because when I bought, the currency ratio was reversed. So even though I am up 12.57 % in Sek, almost everything is now gone in Nok. Only 2.34 % left. So I am going to sell out, unless the stock turns up. However, I consider the chance of that very small!
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 258 | - | - | ||
| 2 | - | - | ||
| 418 | - | - | ||
| 44 | - | - | ||
| 283 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 15.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 H1 - tulosraportti 17.7. | ||
Vuosittainen yhtiökokous 2026 12.5. | ||
2026 Q1 - tulosraportti 22.4. | ||
2025 H2 - tulosraportti 22.1. | ||
2025 Q3 - tulosraportti 16.10.2025 |
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 1 137 398 | 1 137 398 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 1 137 398 | 1 137 398 | 0 | 0 |
2026 H1 - tulosraportti
62 päivää sitten
‧1 t 10 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 15.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 H1 - tulosraportti 17.7. | ||
Vuosittainen yhtiökokous 2026 12.5. | ||
2026 Q1 - tulosraportti 22.4. | ||
2025 H2 - tulosraportti 22.1. | ||
2025 Q3 - tulosraportti 16.10.2025 |
2,50 SEK/osake
Irtoamispäivä 30.11.
1,51%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·3 t sittenEQT – starting to look really interesting EQT has a strong global position in private markets, a high proportion of recurring fee income, and very good margins. At the half-year, the company had approximately €155 billion in fee-generating AUM and the fee-related EBITDA margin was around 50%. The balance sheet is also strong, with net debt around 1x EBITDA. The risks are primarily a weak exit market, lower carried interest, and some dilution from incentive programs. At 302.70 kr, at the time of writing, I think the valuation is starting to become attractive. My approximate view is FV 330–345 kr, 12M 355–370 kr and 36M Base 440–455 kr. I own the stock myself, please do your own analysis.I think today's macro actually strengthens the EQT case somewhat. After the Fed, the US 10-year yield has turned down from over 5 % to around 4.95 %, while Brent has fallen from almost 110 dollars to around 103. This reduces both inflation concerns and the upward pressure on long-term interest rates. For EQT, the interest rate situation is extra important. Lower long-term interest rates improve financing conditions for PE deals, reduce pressure on valuation multiples and should in the long run make the exit market better. At the same time, the EQT machine itself is already working quite well – fundraising, AUM and exits have continued to develop despite the tough interest rate environment. If we now actually start to get some tailwind from the interest rate market as well, I think EQT around 300 kr starts to look really interesting. Zero interest rates are hardly required for the case – just that long-term interest rates stop moving in the wrong direction.
- ·1 päivä sittenStarting to move towards nice levels for topping up. I dare to speculate that we will see 280kr again. Then the wallet opens 💵
- ·1 päivä sittenI see EQT is considering buying Acciona Energia for 11 Billion Euro. This seems very low, as Acciona had a turnover of 2.9 billion euro. EQT is simultaneously talking about possibly divesting its ownership stake in US-based Waystar, where EQT holds 13 % of the shares. Many lofty plans and ambitions, but EQT's share price is moving in a direction that does not particularly support belief in these plans. On the other hand, major players such as the Swedish company Investor have bought into EQT. So here one must try to understand where the company will be a bit further in time. If one doesn't fully understand it, then it's just to sell!That Investor is linked with EQT is not so surprising, as they were involved in founding the company in 1994 and have been owners in the company since then 😊
- ·2 päivää sitten · MuokattuToo bad I didn't sell when my return was >0%. Now we are back to the worst performing stock in the entire portfolio. Will sell the next upturn.Yes, my profit is also very weakened. Much of this is due to a stronger krone. Because when I bought, the currency ratio was reversed. So even though I am up 12.57 % in Sek, almost everything is now gone in Nok. Only 2.34 % left. So I am going to sell out, unless the stock turns up. However, I consider the chance of that very small!
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 258 | - | - | ||
| 2 | - | - | ||
| 418 | - | - | ||
| 44 | - | - | ||
| 283 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Asiakkaat katsoivat myös
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 1 137 398 | 1 137 398 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 1 137 398 | 1 137 398 | 0 | 0 |