2026 Q1 -tulosraportti
17 päivää sitten
‧6 min
0,67 NOK/osake
Viimeisin osinko
3,02%Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 444 | - | - | ||
| 603 | - | - | ||
| 128 | - | - | ||
| 63 | - | - | ||
| 499 | - | - |
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 14.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 30.4. | ||
2025 Q4 -tulosraportti 10.2. | ||
2025 Q3 -tulosraportti 28.10.2025 | ||
2025 Q2 -tulosraportti 21.8.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·1 päivä sittenhttps://e24.no/boers-og-finans/i/9pbXME/first-forvalter-loep-og-kjoep-denne-aksjen?utm_source=iosapp&utm_medium=share Run and buy This stock has 55 percent upside
·18 t sittenCan you post the text in the article?·17 t sittenJonas Heyerdahl Portfolio Manager at First Fondene Even though fresh figures from the fitness chain SATS are characterized by temporary noise from a cyberattack and currency fluctuations, the underlying operations show that the company continues in the right direction. A P/E of 12 for next year is too cheap and offers 55 percent upside in the stock. The results for the first quarter 2026 show that the main impression is neutral to slightly negative if one only reads the headlines. SATS delivers an operating profit before interest and tax (EBIT) of 220 million kroner. This is three percent lower than analysts had expected, but the result is colored by one-off costs of between 5 and 10 million kroner related to a cyberattack. Temporarily lower revenue per member: The biggest source of uncertainty is that revenue per member only grew by 4.0 percent, even though prices in contracts have actually increased by 5.5 percent. This gap is simply due to campaign noise. SATS has given away many free months to attract new members. We expect this revenue to rise and approach the actual contract prices in the coming months, as these campaigns expire. Success with group training: Investments in group classes are now paying off fully. The number of training sessions has increased by a full 26 percent over the last year, and increasingly more new members are choosing group training. This is very important for the company, because we know that members who use group training tend to retain their membership much longer. This also provides more efficient utilization of club areas. Full cost control: Despite high energy prices and costs after the cyberattack, management has shown good cost control. The company's fixed costs increased by only 1.8 percent, which is impressive in today's inflationary climate. Geographical differences: Norway delivers solid figures as expected, while Denmark surprises positively on margins. Sweden, however, disappoints somewhat with lower revenue per member, even though growth in member numbers is good. Robust balance sheet and growth ambitions: With a leverage ratio (NIBD/EBITDA) of a low 1.1, SATS is well below its own target (1.5–2.0). This gives them financial muscle to double expansion from 4 to 8 new clubs, with a goal of 8–12 annually from 2027. The conclusion must be that this is a golden opportunity for the long-term investor. The market will probably adjust down its expectations for 2026 by around two percent. This is mainly due to increased financial costs and an unrealized loss of 21 million kroner due to currency fluctuations. Nevertheless, the company's cash flow is strong. When revenue per member normalizes, we will see a strong effect on the bottom line as around 70 percent of the company's costs are fixed costs. The stock appears very cheap compared to other Nordic retail companies, especially when we can expect an increase in earnings per share of between 17 percent and 24 percent until 2028. We expect SATS to earn up to 4 kr per share in 2027 and believe this performance in combination with the company's visibility and conservative business model deserves 16 times earnings. This gives a price target of 64 kr and an upside of 55 percent in the stock. In addition, you get 6 percent dividend per year while you wait. Buy now!
·3 päivää sittenIf they raise the price, I believe many will find alternative places to exercise ! Here in Oslo we have EVO, why not ! Gold can also be bought too expensively !
·2 päivää sittenSats is not just a "gym". I believe it is at least as much a large social arena for many. Being able to say that you train at Sats is as much a status symbol as many other things that cost a little extra in society. And they have a group class offering you won't find anything like in Norway at least.
·13.5.Will we then see the Sats share at 50 kroner before summer?45 ääntä PäättynytLiity Nordnet Socialiin nähdäksesi tuloksetJa- m buybacks and visibility69%No - it stays at 4531%
·12.5.Received today a notification about a 16% increase in the training fee, effective from 1.7. If this applies to everyone and they manage such a high increase without churn going through the roof, then it's certainly bullish. Anyone else received something similar? Thought it was a hefty increase, but I've invested partly because they have pricing power. Good thing I'm invested and have already earned back the subscription for an indefinite future :)- ·7.5.Accumulates stock after quarterly report – we replace Aasulv Tveitereid has owned the stock for many years, but in recent days he has pressed the buy button like never before. For the first time we are replacing Nordic Semiconductor. https://www.finansavisen.no/teknologi/2026/05/07/8349514/aasulv-tveitereid-hamstrer-aksje-etter-kvartalsrapport-vi-bytter
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
17 päivää sitten
‧6 min
0,67 NOK/osake
Viimeisin osinko
3,02%Tuotto/v
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
- ·1 päivä sittenhttps://e24.no/boers-og-finans/i/9pbXME/first-forvalter-loep-og-kjoep-denne-aksjen?utm_source=iosapp&utm_medium=share Run and buy This stock has 55 percent upside·18 t sittenCan you post the text in the article?·17 t sittenJonas Heyerdahl Portfolio Manager at First Fondene Even though fresh figures from the fitness chain SATS are characterized by temporary noise from a cyberattack and currency fluctuations, the underlying operations show that the company continues in the right direction. A P/E of 12 for next year is too cheap and offers 55 percent upside in the stock. The results for the first quarter 2026 show that the main impression is neutral to slightly negative if one only reads the headlines. SATS delivers an operating profit before interest and tax (EBIT) of 220 million kroner. This is three percent lower than analysts had expected, but the result is colored by one-off costs of between 5 and 10 million kroner related to a cyberattack. Temporarily lower revenue per member: The biggest source of uncertainty is that revenue per member only grew by 4.0 percent, even though prices in contracts have actually increased by 5.5 percent. This gap is simply due to campaign noise. SATS has given away many free months to attract new members. We expect this revenue to rise and approach the actual contract prices in the coming months, as these campaigns expire. Success with group training: Investments in group classes are now paying off fully. The number of training sessions has increased by a full 26 percent over the last year, and increasingly more new members are choosing group training. This is very important for the company, because we know that members who use group training tend to retain their membership much longer. This also provides more efficient utilization of club areas. Full cost control: Despite high energy prices and costs after the cyberattack, management has shown good cost control. The company's fixed costs increased by only 1.8 percent, which is impressive in today's inflationary climate. Geographical differences: Norway delivers solid figures as expected, while Denmark surprises positively on margins. Sweden, however, disappoints somewhat with lower revenue per member, even though growth in member numbers is good. Robust balance sheet and growth ambitions: With a leverage ratio (NIBD/EBITDA) of a low 1.1, SATS is well below its own target (1.5–2.0). This gives them financial muscle to double expansion from 4 to 8 new clubs, with a goal of 8–12 annually from 2027. The conclusion must be that this is a golden opportunity for the long-term investor. The market will probably adjust down its expectations for 2026 by around two percent. This is mainly due to increased financial costs and an unrealized loss of 21 million kroner due to currency fluctuations. Nevertheless, the company's cash flow is strong. When revenue per member normalizes, we will see a strong effect on the bottom line as around 70 percent of the company's costs are fixed costs. The stock appears very cheap compared to other Nordic retail companies, especially when we can expect an increase in earnings per share of between 17 percent and 24 percent until 2028. We expect SATS to earn up to 4 kr per share in 2027 and believe this performance in combination with the company's visibility and conservative business model deserves 16 times earnings. This gives a price target of 64 kr and an upside of 55 percent in the stock. In addition, you get 6 percent dividend per year while you wait. Buy now!
- ·3 päivää sittenIf they raise the price, I believe many will find alternative places to exercise ! Here in Oslo we have EVO, why not ! Gold can also be bought too expensively !·2 päivää sittenSats is not just a "gym". I believe it is at least as much a large social arena for many. Being able to say that you train at Sats is as much a status symbol as many other things that cost a little extra in society. And they have a group class offering you won't find anything like in Norway at least.
- ·13.5.Will we then see the Sats share at 50 kroner before summer?45 ääntä PäättynytLiity Nordnet Socialiin nähdäksesi tuloksetJa- m buybacks and visibility69%No - it stays at 4531%
- ·12.5.Received today a notification about a 16% increase in the training fee, effective from 1.7. If this applies to everyone and they manage such a high increase without churn going through the roof, then it's certainly bullish. Anyone else received something similar? Thought it was a hefty increase, but I've invested partly because they have pricing power. Good thing I'm invested and have already earned back the subscription for an indefinite future :)
- ·7.5.Accumulates stock after quarterly report – we replace Aasulv Tveitereid has owned the stock for many years, but in recent days he has pressed the buy button like never before. For the first time we are replacing Nordic Semiconductor. https://www.finansavisen.no/teknologi/2026/05/07/8349514/aasulv-tveitereid-hamstrer-aksje-etter-kvartalsrapport-vi-bytter
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
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 444 | - | - | ||
| 603 | - | - | ||
| 128 | - | - | ||
| 63 | - | - | ||
| 499 | - | - |
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 14.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 30.4. | ||
2025 Q4 -tulosraportti 10.2. | ||
2025 Q3 -tulosraportti 28.10.2025 | ||
2025 Q2 -tulosraportti 21.8.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 |
2026 Q1 -tulosraportti
17 päivää sitten
‧6 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 14.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 30.4. | ||
2025 Q4 -tulosraportti 10.2. | ||
2025 Q3 -tulosraportti 28.10.2025 | ||
2025 Q2 -tulosraportti 21.8.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 |
0,67 NOK/osake
Viimeisin osinko
3,02%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·1 päivä sittenhttps://e24.no/boers-og-finans/i/9pbXME/first-forvalter-loep-og-kjoep-denne-aksjen?utm_source=iosapp&utm_medium=share Run and buy This stock has 55 percent upside·18 t sittenCan you post the text in the article?·17 t sittenJonas Heyerdahl Portfolio Manager at First Fondene Even though fresh figures from the fitness chain SATS are characterized by temporary noise from a cyberattack and currency fluctuations, the underlying operations show that the company continues in the right direction. A P/E of 12 for next year is too cheap and offers 55 percent upside in the stock. The results for the first quarter 2026 show that the main impression is neutral to slightly negative if one only reads the headlines. SATS delivers an operating profit before interest and tax (EBIT) of 220 million kroner. This is three percent lower than analysts had expected, but the result is colored by one-off costs of between 5 and 10 million kroner related to a cyberattack. Temporarily lower revenue per member: The biggest source of uncertainty is that revenue per member only grew by 4.0 percent, even though prices in contracts have actually increased by 5.5 percent. This gap is simply due to campaign noise. SATS has given away many free months to attract new members. We expect this revenue to rise and approach the actual contract prices in the coming months, as these campaigns expire. Success with group training: Investments in group classes are now paying off fully. The number of training sessions has increased by a full 26 percent over the last year, and increasingly more new members are choosing group training. This is very important for the company, because we know that members who use group training tend to retain their membership much longer. This also provides more efficient utilization of club areas. Full cost control: Despite high energy prices and costs after the cyberattack, management has shown good cost control. The company's fixed costs increased by only 1.8 percent, which is impressive in today's inflationary climate. Geographical differences: Norway delivers solid figures as expected, while Denmark surprises positively on margins. Sweden, however, disappoints somewhat with lower revenue per member, even though growth in member numbers is good. Robust balance sheet and growth ambitions: With a leverage ratio (NIBD/EBITDA) of a low 1.1, SATS is well below its own target (1.5–2.0). This gives them financial muscle to double expansion from 4 to 8 new clubs, with a goal of 8–12 annually from 2027. The conclusion must be that this is a golden opportunity for the long-term investor. The market will probably adjust down its expectations for 2026 by around two percent. This is mainly due to increased financial costs and an unrealized loss of 21 million kroner due to currency fluctuations. Nevertheless, the company's cash flow is strong. When revenue per member normalizes, we will see a strong effect on the bottom line as around 70 percent of the company's costs are fixed costs. The stock appears very cheap compared to other Nordic retail companies, especially when we can expect an increase in earnings per share of between 17 percent and 24 percent until 2028. We expect SATS to earn up to 4 kr per share in 2027 and believe this performance in combination with the company's visibility and conservative business model deserves 16 times earnings. This gives a price target of 64 kr and an upside of 55 percent in the stock. In addition, you get 6 percent dividend per year while you wait. Buy now!
- ·3 päivää sittenIf they raise the price, I believe many will find alternative places to exercise ! Here in Oslo we have EVO, why not ! Gold can also be bought too expensively !·2 päivää sittenSats is not just a "gym". I believe it is at least as much a large social arena for many. Being able to say that you train at Sats is as much a status symbol as many other things that cost a little extra in society. And they have a group class offering you won't find anything like in Norway at least.
- ·13.5.Will we then see the Sats share at 50 kroner before summer?45 ääntä PäättynytLiity Nordnet Socialiin nähdäksesi tuloksetJa- m buybacks and visibility69%No - it stays at 4531%
- ·12.5.Received today a notification about a 16% increase in the training fee, effective from 1.7. If this applies to everyone and they manage such a high increase without churn going through the roof, then it's certainly bullish. Anyone else received something similar? Thought it was a hefty increase, but I've invested partly because they have pricing power. Good thing I'm invested and have already earned back the subscription for an indefinite future :)
- ·7.5.Accumulates stock after quarterly report – we replace Aasulv Tveitereid has owned the stock for many years, but in recent days he has pressed the buy button like never before. For the first time we are replacing Nordic Semiconductor. https://www.finansavisen.no/teknologi/2026/05/07/8349514/aasulv-tveitereid-hamstrer-aksje-etter-kvartalsrapport-vi-bytter
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
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 444 | - | - | ||
| 603 | - | - | ||
| 128 | - | - | ||
| 63 | - | - | ||
| 499 | - | - |
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