Siirry pääsisältöön
Käyttämääsi selainta ei enää tueta – lue lisää.

Link Mobility Group Holding

Ylin-
Alin-
Vaihto-
2026 Q2 -tulosraportti
24 päivää sitten

Tarjoustasot

Määrä
Osto
-
Myynti
Määrä
-

Viimeisimmät kaupat

AikaHintaMääräOstajaMyyjä
4--
199--
189--
35--
260--

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

Yhtiötapahtumat

Datan lähde: Quartr
Seuraava tapahtuma
2026 Q3 -tulosraportti
4.11.
Menneet tapahtumat
2026 Q2 -tulosraportti
19.8.
2026 Q1 -tulosraportti
12.5.
2025 Q4 -tulosraportti
12.2.
2025 Q3 -tulosraportti
5.11.2025
2025 Q2 -tulosraportti
20.8.2025

Uutiset

AI
Viimeisin
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 sitten · Muokattu
    So just a thought. It's a paradox in what should be appreciative for shareholders now depresses the stock. Remember DNB's notice of the aggregated holding of their funds going over the 10% max threshold regulated by law? After the share cancellation their holding went to 29 106 092 / 285 002 308 = 10.21% Which means they had 29 106 092 / 305 900 968 = 9.51% from before. They were forced to quickly sell 625 882 shares to bring down the holding to 9.99% with 28 480 210 shares, being the sole reason for the drop the day after Q2. It seems they're aiming at the same % as before. DNB is the largest net seller in the period from Q2 with an aggregated reduction of their funds of 1 736 202 (including those 625 882), bringing their total to 27 369 890 as of Sep 9th. This means their percentage now is 9.60% If we exclude DNB Norge Indeks from the calculation, were there's no changes, the percentage from before is 8.55% compared to 8.57% now. Knowing this, zoom out 5 years and draw a line for the bottom trend. Do you think the fund managers not obliged by adjusting are going to sell more than absolutely necessary at this price level given management's re-iteration of the H2 growth outlook and consensus targets? This must be a major buying opportunity knowing that the recent drawdown is due to compliance and not conviction.
    5 t sitten
    ·
    The signals from Link are good - growth and earnings will accelerate going forward.
  • 18 t sitten
    ·
    LINK Mobility continues to build through smaller, strategic acquisitions. Interactive is highlighted as a good example: profitable and growing business, strong customer relationships, and acquired at an attractive valuation. The most interesting aspect is the synergies. LINK can use its existing organization in Spain, while favorable supplier agreements in Spain and Portugal allow for cost reductions. With around 68.000 active customer accounts and over 40 billion messages annually, LINK is starting to reach a size where such add-on acquisitions can have a good effect on both growth and margins. And worth noting: Finansavisen's responsible editor Trygve Hegnar himself owns 1.110.000 LINK shares through Periscopus. That is at least solid skin in the game
  • 1 päivä sitten
    ·
    Forget whether Link just bought any market shares in Spain. Forget whether Link is still one of the most shorted stocks on Oslo Børs. As long as large, influential Norwegian investors stay put despite such noise - you are safe if you own shares in Link. It's not that interesting what happens from day to day. Link is being traded. I myself have earned a bit on the fluctuations in recent months. But I'm now holding completely still until the price passes 35. I know well that it can go up very quickly when it takes off sometime in the coming months. And that it's easy to miss the rebound. By all means - feel free to participate in the trading in Link - but don't expect to be able to join when it soars towards 35 again.
  • 1 päivä sitten
    Julkaisu on poistettu.
    1 päivä sitten · Muokattu
    ·
    Link now has 20 % of the Spanish market and that must be said to be good. The number of inhabitants in Spain is 48.6 million. I.e. solid potential for growth, that is what Link is looking for, new technology and solutions are continuously implemented, while new knowledge is added with each acquisition.
  • 1 päivä sitten
    LINK announced a smaller acquisition in Spain. EUR 2.4m purchase price at 5x LTM EV/EBITDA. Company has grown at 24/36% '23-26e CAGR for gross profit/EBITDA. Adds roughly 0.5% to our '27e EBITDA, so smaller target and limited direct impact. Lifts their market-share in Spain to 20%
    1 päivä sitten
    🤩
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.

Tuotteita joiden kohde-etuutena tämä arvopaperi

Välittäjätilasto

Dataa ei löytynyt
2026 Q2 -tulosraportti
24 päivää sitten

Uutiset

AI
Viimeisin
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 sitten · Muokattu
    So just a thought. It's a paradox in what should be appreciative for shareholders now depresses the stock. Remember DNB's notice of the aggregated holding of their funds going over the 10% max threshold regulated by law? After the share cancellation their holding went to 29 106 092 / 285 002 308 = 10.21% Which means they had 29 106 092 / 305 900 968 = 9.51% from before. They were forced to quickly sell 625 882 shares to bring down the holding to 9.99% with 28 480 210 shares, being the sole reason for the drop the day after Q2. It seems they're aiming at the same % as before. DNB is the largest net seller in the period from Q2 with an aggregated reduction of their funds of 1 736 202 (including those 625 882), bringing their total to 27 369 890 as of Sep 9th. This means their percentage now is 9.60% If we exclude DNB Norge Indeks from the calculation, were there's no changes, the percentage from before is 8.55% compared to 8.57% now. Knowing this, zoom out 5 years and draw a line for the bottom trend. Do you think the fund managers not obliged by adjusting are going to sell more than absolutely necessary at this price level given management's re-iteration of the H2 growth outlook and consensus targets? This must be a major buying opportunity knowing that the recent drawdown is due to compliance and not conviction.
    5 t sitten
    ·
    The signals from Link are good - growth and earnings will accelerate going forward.
  • 18 t sitten
    ·
    LINK Mobility continues to build through smaller, strategic acquisitions. Interactive is highlighted as a good example: profitable and growing business, strong customer relationships, and acquired at an attractive valuation. The most interesting aspect is the synergies. LINK can use its existing organization in Spain, while favorable supplier agreements in Spain and Portugal allow for cost reductions. With around 68.000 active customer accounts and over 40 billion messages annually, LINK is starting to reach a size where such add-on acquisitions can have a good effect on both growth and margins. And worth noting: Finansavisen's responsible editor Trygve Hegnar himself owns 1.110.000 LINK shares through Periscopus. That is at least solid skin in the game
  • 1 päivä sitten
    ·
    Forget whether Link just bought any market shares in Spain. Forget whether Link is still one of the most shorted stocks on Oslo Børs. As long as large, influential Norwegian investors stay put despite such noise - you are safe if you own shares in Link. It's not that interesting what happens from day to day. Link is being traded. I myself have earned a bit on the fluctuations in recent months. But I'm now holding completely still until the price passes 35. I know well that it can go up very quickly when it takes off sometime in the coming months. And that it's easy to miss the rebound. By all means - feel free to participate in the trading in Link - but don't expect to be able to join when it soars towards 35 again.
  • 1 päivä sitten
    Julkaisu on poistettu.
    1 päivä sitten · Muokattu
    ·
    Link now has 20 % of the Spanish market and that must be said to be good. The number of inhabitants in Spain is 48.6 million. I.e. solid potential for growth, that is what Link is looking for, new technology and solutions are continuously implemented, while new knowledge is added with each acquisition.
  • 1 päivä sitten
    LINK announced a smaller acquisition in Spain. EUR 2.4m purchase price at 5x LTM EV/EBITDA. Company has grown at 24/36% '23-26e CAGR for gross profit/EBITDA. Adds roughly 0.5% to our '27e EBITDA, so smaller target and limited direct impact. Lifts their market-share in Spain to 20%
    1 päivä sitten
    🤩
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

AikaHintaMääräOstajaMyyjä
4--
199--
189--
35--
260--

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

Yhtiötapahtumat

Datan lähde: Quartr
Seuraava tapahtuma
2026 Q3 -tulosraportti
4.11.
Menneet tapahtumat
2026 Q2 -tulosraportti
19.8.
2026 Q1 -tulosraportti
12.5.
2025 Q4 -tulosraportti
12.2.
2025 Q3 -tulosraportti
5.11.2025
2025 Q2 -tulosraportti
20.8.2025

Tuotteita joiden kohde-etuutena tämä arvopaperi

Välittäjätilasto

Dataa ei löytynyt
2026 Q2 -tulosraportti
24 päivää sitten

Uutiset

AI
Viimeisin
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
4.11.
Menneet tapahtumat
2026 Q2 -tulosraportti
19.8.
2026 Q1 -tulosraportti
12.5.
2025 Q4 -tulosraportti
12.2.
2025 Q3 -tulosraportti
5.11.2025
2025 Q2 -tulosraportti
20.8.2025

Tuotteita joiden kohde-etuutena tämä arvopaperi

Foorumi

Liity keskusteluun Nordnet Socialissa
Kirjaudu
  • 9 t sitten · Muokattu
    So just a thought. It's a paradox in what should be appreciative for shareholders now depresses the stock. Remember DNB's notice of the aggregated holding of their funds going over the 10% max threshold regulated by law? After the share cancellation their holding went to 29 106 092 / 285 002 308 = 10.21% Which means they had 29 106 092 / 305 900 968 = 9.51% from before. They were forced to quickly sell 625 882 shares to bring down the holding to 9.99% with 28 480 210 shares, being the sole reason for the drop the day after Q2. It seems they're aiming at the same % as before. DNB is the largest net seller in the period from Q2 with an aggregated reduction of their funds of 1 736 202 (including those 625 882), bringing their total to 27 369 890 as of Sep 9th. This means their percentage now is 9.60% If we exclude DNB Norge Indeks from the calculation, were there's no changes, the percentage from before is 8.55% compared to 8.57% now. Knowing this, zoom out 5 years and draw a line for the bottom trend. Do you think the fund managers not obliged by adjusting are going to sell more than absolutely necessary at this price level given management's re-iteration of the H2 growth outlook and consensus targets? This must be a major buying opportunity knowing that the recent drawdown is due to compliance and not conviction.
    5 t sitten
    ·
    The signals from Link are good - growth and earnings will accelerate going forward.
  • 18 t sitten
    ·
    LINK Mobility continues to build through smaller, strategic acquisitions. Interactive is highlighted as a good example: profitable and growing business, strong customer relationships, and acquired at an attractive valuation. The most interesting aspect is the synergies. LINK can use its existing organization in Spain, while favorable supplier agreements in Spain and Portugal allow for cost reductions. With around 68.000 active customer accounts and over 40 billion messages annually, LINK is starting to reach a size where such add-on acquisitions can have a good effect on both growth and margins. And worth noting: Finansavisen's responsible editor Trygve Hegnar himself owns 1.110.000 LINK shares through Periscopus. That is at least solid skin in the game
  • 1 päivä sitten
    ·
    Forget whether Link just bought any market shares in Spain. Forget whether Link is still one of the most shorted stocks on Oslo Børs. As long as large, influential Norwegian investors stay put despite such noise - you are safe if you own shares in Link. It's not that interesting what happens from day to day. Link is being traded. I myself have earned a bit on the fluctuations in recent months. But I'm now holding completely still until the price passes 35. I know well that it can go up very quickly when it takes off sometime in the coming months. And that it's easy to miss the rebound. By all means - feel free to participate in the trading in Link - but don't expect to be able to join when it soars towards 35 again.
  • 1 päivä sitten
    Julkaisu on poistettu.
    1 päivä sitten · Muokattu
    ·
    Link now has 20 % of the Spanish market and that must be said to be good. The number of inhabitants in Spain is 48.6 million. I.e. solid potential for growth, that is what Link is looking for, new technology and solutions are continuously implemented, while new knowledge is added with each acquisition.
  • 1 päivä sitten
    LINK announced a smaller acquisition in Spain. EUR 2.4m purchase price at 5x LTM EV/EBITDA. Company has grown at 24/36% '23-26e CAGR for gross profit/EBITDA. Adds roughly 0.5% to our '27e EBITDA, so smaller target and limited direct impact. Lifts their market-share in Spain to 20%
    1 päivä sitten
    🤩
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

AikaHintaMääräOstajaMyyjä
4--
199--
189--
35--
260--

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

Välittäjätilasto

Dataa ei löytynyt