2025 Q4 -tulosraportti
38 päivää sitten
‧43 min
1,10 NOK/osake
Viimeisin osinko
0,00%Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 2 | - | - | ||
| 692 | - | - | ||
| 28 | - | - | ||
| 147 | - | - | ||
| 7 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 7.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 12.11.2025 | ||
2025 Q2 -tulosraportti 20.8.2025 | ||
2025 Q1 -tulosraportti 14.5.2025 | ||
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
·1 päivä sittenI believe we can all agree that long-term, high energy prices are not good as they lead to increased inflation and stagnating economies. Short-term, rising oil prices are somewhat more complicated in Bewi. For Raw, higher oil prices have always been positive, see what Bawert writes about it below. For P&C, it is neutral because all contracts contain automatic indexing according to cost development. Here there is a "lag" of one quarter before prices are adjusted. For Insulation, adjustments are less frequent and there is no automatic indexing, reason to believe they will be negatively affected in the current situation. Circular will benefit from rising oil prices, which means that the price of "virgin EPS" goes up and then the price of what Circular produces becomes more competitive. The situation now is that Circular offers cheaper goods than "virgin products".
·2 päivää sittenSee that many are puzzled by the share price fall in BEWI in recent days. There can certainly be many reasons for this. In my opinion, the main reason is the rise in the oil price. BEWI produces and sells oil-based plastic insulation (Expanded/extruded polystyrene also called EPS/XPS). The oil price therefore has a significant impact on raw material costs.
·1 päivä sittenSince Bewi has most of its EPS productions themselves, do they strictly speaking get an advantage compared to competitors who have to buy more expensively in the market than Bewi? When the market gets higher raw material prices (due to oil/gas price), competitors who have to buy EPS are much harder hit. BEWI's cost price increases much less → they retain margins → gain market shares → stand stronger.- ·2 päivää sittenWe are resuming coverage on BEWI with a buy recommendation and 20kr. Analyst Ole Petter Sjøvold recognizes that there is significant upside in the industrial company, which primarily operates in insulation, once the market eventually normalizes; when that happens, we project 14% pre-tax ROCE - which should yield 35kr/share. BEWI has significant operational leverage as factory utilization can increase from the 60s towards 90%, and prices to customers will rise simultaneously. Additionally, there is substantial financial leverage (5.5x NIBD/LTM EBITDA). As a broker, I would also add an element of "flow leverage" in that interest in the case is completely dormant, whereas it was a darling in 2021-2022. I guess it will return to many people's radar when they start delivering. SP1 Markets
·2 päivää sittenPerhaps the analyst has a crystal ball ;-) then one can charge some kroner for a promising analysis ;-) Better times are coming, but not anytime soon. 
·3 päivää sittenWhat in the world is happening in this stock today?
·3 päivää sittenIt's probably dawning on most people that the market definitely isn't turning around now, but that there will likely be yet another downturn. Quite the opposite of what many expected in H2-25. So one should probably brace oneself for a new capital raise in H2-26 Since they are listing Bewi Invest, it wouldn't surprise me if there's a fire sale bid for Bewi when they are later on their knees
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
38 päivää sitten
‧43 min
1,10 NOK/osake
Viimeisin osinko
0,00%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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 päivä sittenI believe we can all agree that long-term, high energy prices are not good as they lead to increased inflation and stagnating economies. Short-term, rising oil prices are somewhat more complicated in Bewi. For Raw, higher oil prices have always been positive, see what Bawert writes about it below. For P&C, it is neutral because all contracts contain automatic indexing according to cost development. Here there is a "lag" of one quarter before prices are adjusted. For Insulation, adjustments are less frequent and there is no automatic indexing, reason to believe they will be negatively affected in the current situation. Circular will benefit from rising oil prices, which means that the price of "virgin EPS" goes up and then the price of what Circular produces becomes more competitive. The situation now is that Circular offers cheaper goods than "virgin products".
- ·2 päivää sittenSee that many are puzzled by the share price fall in BEWI in recent days. There can certainly be many reasons for this. In my opinion, the main reason is the rise in the oil price. BEWI produces and sells oil-based plastic insulation (Expanded/extruded polystyrene also called EPS/XPS). The oil price therefore has a significant impact on raw material costs.·1 päivä sittenSince Bewi has most of its EPS productions themselves, do they strictly speaking get an advantage compared to competitors who have to buy more expensively in the market than Bewi? When the market gets higher raw material prices (due to oil/gas price), competitors who have to buy EPS are much harder hit. BEWI's cost price increases much less → they retain margins → gain market shares → stand stronger.
- ·2 päivää sittenWe are resuming coverage on BEWI with a buy recommendation and 20kr. Analyst Ole Petter Sjøvold recognizes that there is significant upside in the industrial company, which primarily operates in insulation, once the market eventually normalizes; when that happens, we project 14% pre-tax ROCE - which should yield 35kr/share. BEWI has significant operational leverage as factory utilization can increase from the 60s towards 90%, and prices to customers will rise simultaneously. Additionally, there is substantial financial leverage (5.5x NIBD/LTM EBITDA). As a broker, I would also add an element of "flow leverage" in that interest in the case is completely dormant, whereas it was a darling in 2021-2022. I guess it will return to many people's radar when they start delivering. SP1 Markets·2 päivää sittenPerhaps the analyst has a crystal ball ;-) then one can charge some kroner for a promising analysis ;-) Better times are coming, but not anytime soon.
- ·3 päivää sittenWhat in the world is happening in this stock today?·3 päivää sittenIt's probably dawning on most people that the market definitely isn't turning around now, but that there will likely be yet another downturn. Quite the opposite of what many expected in H2-25. So one should probably brace oneself for a new capital raise in H2-26 Since they are listing Bewi Invest, it wouldn't surprise me if there's a fire sale bid for Bewi when they are later on their knees
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
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 2 | - | - | ||
| 692 | - | - | ||
| 28 | - | - | ||
| 147 | - | - | ||
| 7 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 7.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 12.11.2025 | ||
2025 Q2 -tulosraportti 20.8.2025 | ||
2025 Q1 -tulosraportti 14.5.2025 | ||
2024 Q4 -tulosraportti 13.2.2025 |
2025 Q4 -tulosraportti
38 päivää sitten
‧43 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 7.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 12.11.2025 | ||
2025 Q2 -tulosraportti 20.8.2025 | ||
2025 Q1 -tulosraportti 14.5.2025 | ||
2024 Q4 -tulosraportti 13.2.2025 |
1,10 NOK/osake
Viimeisin osinko
0,00%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 päivä sittenI believe we can all agree that long-term, high energy prices are not good as they lead to increased inflation and stagnating economies. Short-term, rising oil prices are somewhat more complicated in Bewi. For Raw, higher oil prices have always been positive, see what Bawert writes about it below. For P&C, it is neutral because all contracts contain automatic indexing according to cost development. Here there is a "lag" of one quarter before prices are adjusted. For Insulation, adjustments are less frequent and there is no automatic indexing, reason to believe they will be negatively affected in the current situation. Circular will benefit from rising oil prices, which means that the price of "virgin EPS" goes up and then the price of what Circular produces becomes more competitive. The situation now is that Circular offers cheaper goods than "virgin products".
- ·2 päivää sittenSee that many are puzzled by the share price fall in BEWI in recent days. There can certainly be many reasons for this. In my opinion, the main reason is the rise in the oil price. BEWI produces and sells oil-based plastic insulation (Expanded/extruded polystyrene also called EPS/XPS). The oil price therefore has a significant impact on raw material costs.·1 päivä sittenSince Bewi has most of its EPS productions themselves, do they strictly speaking get an advantage compared to competitors who have to buy more expensively in the market than Bewi? When the market gets higher raw material prices (due to oil/gas price), competitors who have to buy EPS are much harder hit. BEWI's cost price increases much less → they retain margins → gain market shares → stand stronger.
- ·2 päivää sittenWe are resuming coverage on BEWI with a buy recommendation and 20kr. Analyst Ole Petter Sjøvold recognizes that there is significant upside in the industrial company, which primarily operates in insulation, once the market eventually normalizes; when that happens, we project 14% pre-tax ROCE - which should yield 35kr/share. BEWI has significant operational leverage as factory utilization can increase from the 60s towards 90%, and prices to customers will rise simultaneously. Additionally, there is substantial financial leverage (5.5x NIBD/LTM EBITDA). As a broker, I would also add an element of "flow leverage" in that interest in the case is completely dormant, whereas it was a darling in 2021-2022. I guess it will return to many people's radar when they start delivering. SP1 Markets·2 päivää sittenPerhaps the analyst has a crystal ball ;-) then one can charge some kroner for a promising analysis ;-) Better times are coming, but not anytime soon.
- ·3 päivää sittenWhat in the world is happening in this stock today?·3 päivää sittenIt's probably dawning on most people that the market definitely isn't turning around now, but that there will likely be yet another downturn. Quite the opposite of what many expected in H2-25. So one should probably brace oneself for a new capital raise in H2-26 Since they are listing Bewi Invest, it wouldn't surprise me if there's a fire sale bid for Bewi when they are later on their knees
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
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 2 | - | - | ||
| 692 | - | - | ||
| 28 | - | - | ||
| 147 | - | - | ||
| 7 | - | - |
Välittäjätilasto
Dataa ei löytynyt