2026 Q1 -tulosraportti
81 päivää sitten
‧14 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 21.7. | 2 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 29.4. | ||
2025 Q4 -tulosraportti 18.2. | ||
2025 Q3 -tulosraportti 7.11.2025 | ||
2025 Q2 -tulosraportti 22.7.2025 | ||
2025 Q1 -tulosraportti 30.4.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·1 päivä sittenNew podcast at Kvartalet with Brinova's new CEO, Peter Ullmark. Worth listening to, even though I didn't pick up any big news in the conversation. https://open.spotify.com/episode/3enUVSMtDqYbMgafGIv2fA?si=JJqKPELATjatm_hlgmi-xQ Among other things, he was asked about share buybacks, which he naturally cannot comment on specifically as of today. In my opinion, Brinova should start share buybacks when we K-Fast shareholders receive Brinova shares. It is likely that some of us will sell, and then buybacks can provide important support.
·14.7.K-Fastigheter: Next test for the transformation case K-Fastigheter reports on July 21 and in my opinion, there are three questions that are more important than the quarterly figures themselves: • Has the Västerås process led to an agreement? • Is a timeline for Brinova's A-listing confirmed? • Are construction starts on track towards the target of approximately 800 for 2026? The Björlanda deal showed that the exit market is working. Now it's about the next step in the transformation from a more capital-intensive real estate company to a more capital-light developer. I have written a short analysis ahead of the report for those who want to read more: https://fenixletters.substack.com/p/k-fastigheter-nasta-test-for-transformationscase Opinions and counterarguments are appreciated. Owns shares in K-Fastigheter.We will in no way get info in the Q2 report about any agreement for the sale of the Västerås portfolio. This is information that is sensitive for investors and must therefore be disclosed immediately once the company has an agreement. They cannot wait with that information until a report as you suggest here. Such information will always come in a separate stock exchange announcement. The same applies to specific dates for listing in the autumn.
·6.7.More and more property sales are coming at prices around NAV, both by k-fast and other Swedish real estate companies. I don't quite understand that k-fast can then be valued at P/B approx. 0.34 (Q1 figures), but everything can get cheaper. I believe in Swedish real estate in the long run and have made a small bet.
·2.7.Some thoughts on Thomas Nielsen's positive view on K-Fast NAV. I highlight the following in my own assessment: 1) K-Fast's allocated shareholding in Brinova is 57.6%. This corresponds to approx. 13 x 0.576 = 7.5 in Brinova value alone. Therefore, I consider the current K-Fast share price of approx. 10 to be clearly too low. 2) Relatively significant increase in EBIT 3) P/E falls from approx. 72 to an estimated approx. 9.1 in 2026 and further to 6.6 in 2027. Very positive development. 4) EPS goes from neg. in 2025 to estimated pos. in 2026 and 2027. This confirms a positive development. I would also have liked to have the PEG value (the PEG ratio (Price/Earnings divided by Growth), where one also includes how quickly the company is expected to grow. Unlike P/E, which only looks at current earnings, PEG provides a more holistic picture by looking at both price and growth). All in all, I support the NAV analysis which indicates the correct price closer to approx. 20.
"No other analyses are available" this is not true. A thorough analysis came on May 13th from Kalqyl. It should be mentioned that this is paid for by the company.
·2.7.K-Fast sells an ongoing project with 255 apartments in Gothenburg for SEK 793m with settlement upon completion in 2027. Average price per sqm is SEK 48.65k, which I don't think is too bad. I think this looks good, but it doesn't solve the issue of distributing Brinova shares since this is a project in a somewhat earlier phase and, as mentioned, settlement is late 2027. So we will have to keep an eye out for more sales of completed or more mature projects going forward. $KFAST. -Thomas NielsenAs Thomas says, unfortunately this doesn't help at all regarding the distribution of Brinova. At the same time, it's very positive that the strategy of collaboration on projects and selling them actually works. As stated in the press release, the buildings are K-Fast concept buildings, and everything is built with concrete elements from K-Prefab. This will thus increase volume for both the contractor and the Prefab part of the company. Then we hope that the properties in Västerås will be sold during the autumn, and that the A-share will be listed. Those are the two remaining events. It has been a rather heavy investment so far, so now a final dose of patience 👌
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.
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
81 päivää sitten
‧14 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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·1 päivä sittenNew podcast at Kvartalet with Brinova's new CEO, Peter Ullmark. Worth listening to, even though I didn't pick up any big news in the conversation. https://open.spotify.com/episode/3enUVSMtDqYbMgafGIv2fA?si=JJqKPELATjatm_hlgmi-xQ Among other things, he was asked about share buybacks, which he naturally cannot comment on specifically as of today. In my opinion, Brinova should start share buybacks when we K-Fast shareholders receive Brinova shares. It is likely that some of us will sell, and then buybacks can provide important support.
- ·14.7.K-Fastigheter: Next test for the transformation case K-Fastigheter reports on July 21 and in my opinion, there are three questions that are more important than the quarterly figures themselves: • Has the Västerås process led to an agreement? • Is a timeline for Brinova's A-listing confirmed? • Are construction starts on track towards the target of approximately 800 for 2026? The Björlanda deal showed that the exit market is working. Now it's about the next step in the transformation from a more capital-intensive real estate company to a more capital-light developer. I have written a short analysis ahead of the report for those who want to read more: https://fenixletters.substack.com/p/k-fastigheter-nasta-test-for-transformationscase Opinions and counterarguments are appreciated. Owns shares in K-Fastigheter.We will in no way get info in the Q2 report about any agreement for the sale of the Västerås portfolio. This is information that is sensitive for investors and must therefore be disclosed immediately once the company has an agreement. They cannot wait with that information until a report as you suggest here. Such information will always come in a separate stock exchange announcement. The same applies to specific dates for listing in the autumn.
- ·6.7.More and more property sales are coming at prices around NAV, both by k-fast and other Swedish real estate companies. I don't quite understand that k-fast can then be valued at P/B approx. 0.34 (Q1 figures), but everything can get cheaper. I believe in Swedish real estate in the long run and have made a small bet.
- ·2.7.Some thoughts on Thomas Nielsen's positive view on K-Fast NAV. I highlight the following in my own assessment: 1) K-Fast's allocated shareholding in Brinova is 57.6%. This corresponds to approx. 13 x 0.576 = 7.5 in Brinova value alone. Therefore, I consider the current K-Fast share price of approx. 10 to be clearly too low. 2) Relatively significant increase in EBIT 3) P/E falls from approx. 72 to an estimated approx. 9.1 in 2026 and further to 6.6 in 2027. Very positive development. 4) EPS goes from neg. in 2025 to estimated pos. in 2026 and 2027. This confirms a positive development. I would also have liked to have the PEG value (the PEG ratio (Price/Earnings divided by Growth), where one also includes how quickly the company is expected to grow. Unlike P/E, which only looks at current earnings, PEG provides a more holistic picture by looking at both price and growth). All in all, I support the NAV analysis which indicates the correct price closer to approx. 20."No other analyses are available" this is not true. A thorough analysis came on May 13th from Kalqyl. It should be mentioned that this is paid for by the company.
- ·2.7.K-Fast sells an ongoing project with 255 apartments in Gothenburg for SEK 793m with settlement upon completion in 2027. Average price per sqm is SEK 48.65k, which I don't think is too bad. I think this looks good, but it doesn't solve the issue of distributing Brinova shares since this is a project in a somewhat earlier phase and, as mentioned, settlement is late 2027. So we will have to keep an eye out for more sales of completed or more mature projects going forward. $KFAST. -Thomas NielsenAs Thomas says, unfortunately this doesn't help at all regarding the distribution of Brinova. At the same time, it's very positive that the strategy of collaboration on projects and selling them actually works. As stated in the press release, the buildings are K-Fast concept buildings, and everything is built with concrete elements from K-Prefab. This will thus increase volume for both the contractor and the Prefab part of the company. Then we hope that the properties in Västerås will be sold during the autumn, and that the A-share will be listed. Those are the two remaining events. It has been a rather heavy investment so far, so now a final dose of patience 👌
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 21.7. | 2 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 29.4. | ||
2025 Q4 -tulosraportti 18.2. | ||
2025 Q3 -tulosraportti 7.11.2025 | ||
2025 Q2 -tulosraportti 22.7.2025 | ||
2025 Q1 -tulosraportti 30.4.2025 |
2026 Q1 -tulosraportti
81 päivää sitten
‧14 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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 21.7. | 2 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 29.4. | ||
2025 Q4 -tulosraportti 18.2. | ||
2025 Q3 -tulosraportti 7.11.2025 | ||
2025 Q2 -tulosraportti 22.7.2025 | ||
2025 Q1 -tulosraportti 30.4.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·1 päivä sittenNew podcast at Kvartalet with Brinova's new CEO, Peter Ullmark. Worth listening to, even though I didn't pick up any big news in the conversation. https://open.spotify.com/episode/3enUVSMtDqYbMgafGIv2fA?si=JJqKPELATjatm_hlgmi-xQ Among other things, he was asked about share buybacks, which he naturally cannot comment on specifically as of today. In my opinion, Brinova should start share buybacks when we K-Fast shareholders receive Brinova shares. It is likely that some of us will sell, and then buybacks can provide important support.
- ·14.7.K-Fastigheter: Next test for the transformation case K-Fastigheter reports on July 21 and in my opinion, there are three questions that are more important than the quarterly figures themselves: • Has the Västerås process led to an agreement? • Is a timeline for Brinova's A-listing confirmed? • Are construction starts on track towards the target of approximately 800 for 2026? The Björlanda deal showed that the exit market is working. Now it's about the next step in the transformation from a more capital-intensive real estate company to a more capital-light developer. I have written a short analysis ahead of the report for those who want to read more: https://fenixletters.substack.com/p/k-fastigheter-nasta-test-for-transformationscase Opinions and counterarguments are appreciated. Owns shares in K-Fastigheter.We will in no way get info in the Q2 report about any agreement for the sale of the Västerås portfolio. This is information that is sensitive for investors and must therefore be disclosed immediately once the company has an agreement. They cannot wait with that information until a report as you suggest here. Such information will always come in a separate stock exchange announcement. The same applies to specific dates for listing in the autumn.
- ·6.7.More and more property sales are coming at prices around NAV, both by k-fast and other Swedish real estate companies. I don't quite understand that k-fast can then be valued at P/B approx. 0.34 (Q1 figures), but everything can get cheaper. I believe in Swedish real estate in the long run and have made a small bet.
- ·2.7.Some thoughts on Thomas Nielsen's positive view on K-Fast NAV. I highlight the following in my own assessment: 1) K-Fast's allocated shareholding in Brinova is 57.6%. This corresponds to approx. 13 x 0.576 = 7.5 in Brinova value alone. Therefore, I consider the current K-Fast share price of approx. 10 to be clearly too low. 2) Relatively significant increase in EBIT 3) P/E falls from approx. 72 to an estimated approx. 9.1 in 2026 and further to 6.6 in 2027. Very positive development. 4) EPS goes from neg. in 2025 to estimated pos. in 2026 and 2027. This confirms a positive development. I would also have liked to have the PEG value (the PEG ratio (Price/Earnings divided by Growth), where one also includes how quickly the company is expected to grow. Unlike P/E, which only looks at current earnings, PEG provides a more holistic picture by looking at both price and growth). All in all, I support the NAV analysis which indicates the correct price closer to approx. 20."No other analyses are available" this is not true. A thorough analysis came on May 13th from Kalqyl. It should be mentioned that this is paid for by the company.
- ·2.7.K-Fast sells an ongoing project with 255 apartments in Gothenburg for SEK 793m with settlement upon completion in 2027. Average price per sqm is SEK 48.65k, which I don't think is too bad. I think this looks good, but it doesn't solve the issue of distributing Brinova shares since this is a project in a somewhat earlier phase and, as mentioned, settlement is late 2027. So we will have to keep an eye out for more sales of completed or more mature projects going forward. $KFAST. -Thomas NielsenAs Thomas says, unfortunately this doesn't help at all regarding the distribution of Brinova. At the same time, it's very positive that the strategy of collaboration on projects and selling them actually works. As stated in the press release, the buildings are K-Fast concept buildings, and everything is built with concrete elements from K-Prefab. This will thus increase volume for both the contractor and the Prefab part of the company. Then we hope that the properties in Västerås will be sold during the autumn, and that the A-share will be listed. Those are the two remaining events. It has been a rather heavy investment so far, so now a final dose of patience 👌
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