2025 Q4 -tulosraportti
29 päivää sitten
‧38 min
0,11 SEK/osake
Irtoamispäivä 7.5.
1,13%Tuotto/v
Tarjoustasot
Nasdaq Stockholm
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 29.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 10.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 12.8.2025 | ||
2025 Q1 -tulosraportti 6.5.2025 | ||
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
·5.3.Storskogen delivered a strong report and is starting to look really interesting at the current share price level. With low indebtedness, there is now room for new company acquisitions and growth, which would then be really exciting. Rises today on this buy recommendation. https://www.nordnet.se/marknaden/nyheter/87079d7f-b0e4-47ab-8b0f-c15dfaf83cd7·6.3.Another buy recommendation today https://www.nordnet.se/marknaden/nyheter/aaccf39b-f4de-4db4-b702-d995627bf233
·5.3.Good that Johfrid left so that we could finally get some upward momentum.
·2 päivää sittenActually thought it's a bit of a shame that Johfrid left. Many do exactly that. Buy on the rise and sell on the fall. If you do this often enough, it's the recipe for losing a lot of money.. It's never nice to see a stock you've bought fall a lot and most people can't watch without selling. For most people, I would rather recommend funds to spread the risk.. but when it comes to Storskogen specifically, I see it as a mini ETF and believe in the Case myself. The market often prices Storskogen as if many of the companies are weak, but the reality is that the industry part alone accounts for about half of the revenue and is quite stable. They have over 100 companies in their forest and I am absolutely willing to see this fall because in the long run I am quite sure this can turn out well. ❗️ No recommendation to buy or sell. It's just me and my 🔮
·3.3."I rest my case" as the good Perry Mason would have said about this falling knife.·3.3.It will work out, it always does. Yes, it will resolve, that's how things usually turn out. It will fix itself in the end, there is no doubt about it. But now the shit feels sour and miles away. It will work out.- ·27.2.I'm currently observing the share price development in Storskogen, and I can't quite decide if the market is now extremely rational – or extremely short-sighted. At 9 kroner, we are practically pricing the company as if confidence is permanently weakened and improvement fails to materialize. At the same time, it's worth reminding oneself what Storskogen actually is: a broad portfolio of cash-flow-generating companies within industry, trade, and services. Not one case. Not one contract. But many small and medium-sized businesses. Yes – the balance sheet has been under pressure. Yes – the acquisition pace had to slow down. And yes – communication could have been better in earlier phases. But much of this has already been addressed: cost control, reduced acquisition pace, focus on cash flow and debt. So my question really is: What justifies such a low valuation if one has a 3–5 year perspective? • Are all portfolio companies structurally weak? • Is earnings permanently weakened? • Or is it primarily sentiment and patience that are lacking? History shows that conglomerates are often traded at a discount when the market loses confidence – and that the repricing can be significant when confidence gradually returns. Not necessarily on one report, but over time. For my part, levels below 9 kroner are starting to look more like an asymmetric opportunity than a balanced risk. The downside is of course there if operations disappoint further, but the upside with stabilization and moderate improvement seems significantly greater than what the share price implies. I'm not saying this is risk-free – far from it. But I wonder if the market is now pricing in a more negative scenario than fundamentals suggest. What do you others think – is this a value trap, or a phase where patience can actually be rewarded?
·3.3. · MuokattuI wonder if we'll go down to 5 SEK before it turns around again? It looks almost bottomless right now. Down over 40% in a couple of months.·3.3.Yes 😅 that STOR B could swing a lot, I was fully aware of.. but such a harsh penalty after a completely okay report that seems seemingly bottomless for the share price was somewhat excessively negative. I have finished buying just now a few minutes ago in STOR B because I have long-term faith in the case. But whether the downturn continues for a few more weeks is impossible to say.. but if you look a bit at other big players in the same industry, they also fall in turbulent times. Everyone seems rather to jump on oil and defense, which is very trendy 😎 - ·20.2.The EV (Enterprise Value) amounts to approximately 27 billion (I have calculated this based on 11 billion in net debt). The cash flow from operating activities, if we exclude everything related to working capital (which fluctuates), is approximately 3 billion per year. The valuation at these levels is therefore quite attractive because the leveraged portion is slightly cheaper capital for us shareholders (if interest rates can be kept at reasonable levels). There should be a 25-30% upside if the company can perform in the coming quarters. It is also noteworthy that the company acquires companies with quite high margins, which in the short term can have a positive margin effect on the reported overall margin (not much, but some effect in any case). Interest expenses are likely to continue to fall as loans are now gradually renegotiated. I believe we will end the year around 11.5. We'll see.
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
29 päivää sitten
‧38 min
0,11 SEK/osake
Irtoamispäivä 7.5.
1,13%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
- ·5.3.Storskogen delivered a strong report and is starting to look really interesting at the current share price level. With low indebtedness, there is now room for new company acquisitions and growth, which would then be really exciting. Rises today on this buy recommendation. https://www.nordnet.se/marknaden/nyheter/87079d7f-b0e4-47ab-8b0f-c15dfaf83cd7·6.3.Another buy recommendation today https://www.nordnet.se/marknaden/nyheter/aaccf39b-f4de-4db4-b702-d995627bf233
- ·5.3.Good that Johfrid left so that we could finally get some upward momentum.·2 päivää sittenActually thought it's a bit of a shame that Johfrid left. Many do exactly that. Buy on the rise and sell on the fall. If you do this often enough, it's the recipe for losing a lot of money.. It's never nice to see a stock you've bought fall a lot and most people can't watch without selling. For most people, I would rather recommend funds to spread the risk.. but when it comes to Storskogen specifically, I see it as a mini ETF and believe in the Case myself. The market often prices Storskogen as if many of the companies are weak, but the reality is that the industry part alone accounts for about half of the revenue and is quite stable. They have over 100 companies in their forest and I am absolutely willing to see this fall because in the long run I am quite sure this can turn out well. ❗️ No recommendation to buy or sell. It's just me and my 🔮
- ·3.3."I rest my case" as the good Perry Mason would have said about this falling knife.·3.3.It will work out, it always does. Yes, it will resolve, that's how things usually turn out. It will fix itself in the end, there is no doubt about it. But now the shit feels sour and miles away. It will work out.
- ·27.2.I'm currently observing the share price development in Storskogen, and I can't quite decide if the market is now extremely rational – or extremely short-sighted. At 9 kroner, we are practically pricing the company as if confidence is permanently weakened and improvement fails to materialize. At the same time, it's worth reminding oneself what Storskogen actually is: a broad portfolio of cash-flow-generating companies within industry, trade, and services. Not one case. Not one contract. But many small and medium-sized businesses. Yes – the balance sheet has been under pressure. Yes – the acquisition pace had to slow down. And yes – communication could have been better in earlier phases. But much of this has already been addressed: cost control, reduced acquisition pace, focus on cash flow and debt. So my question really is: What justifies such a low valuation if one has a 3–5 year perspective? • Are all portfolio companies structurally weak? • Is earnings permanently weakened? • Or is it primarily sentiment and patience that are lacking? History shows that conglomerates are often traded at a discount when the market loses confidence – and that the repricing can be significant when confidence gradually returns. Not necessarily on one report, but over time. For my part, levels below 9 kroner are starting to look more like an asymmetric opportunity than a balanced risk. The downside is of course there if operations disappoint further, but the upside with stabilization and moderate improvement seems significantly greater than what the share price implies. I'm not saying this is risk-free – far from it. But I wonder if the market is now pricing in a more negative scenario than fundamentals suggest. What do you others think – is this a value trap, or a phase where patience can actually be rewarded?·3.3. · MuokattuI wonder if we'll go down to 5 SEK before it turns around again? It looks almost bottomless right now. Down over 40% in a couple of months.·3.3.Yes 😅 that STOR B could swing a lot, I was fully aware of.. but such a harsh penalty after a completely okay report that seems seemingly bottomless for the share price was somewhat excessively negative. I have finished buying just now a few minutes ago in STOR B because I have long-term faith in the case. But whether the downturn continues for a few more weeks is impossible to say.. but if you look a bit at other big players in the same industry, they also fall in turbulent times. Everyone seems rather to jump on oil and defense, which is very trendy 😎
- ·20.2.The EV (Enterprise Value) amounts to approximately 27 billion (I have calculated this based on 11 billion in net debt). The cash flow from operating activities, if we exclude everything related to working capital (which fluctuates), is approximately 3 billion per year. The valuation at these levels is therefore quite attractive because the leveraged portion is slightly cheaper capital for us shareholders (if interest rates can be kept at reasonable levels). There should be a 25-30% upside if the company can perform in the coming quarters. It is also noteworthy that the company acquires companies with quite high margins, which in the short term can have a positive margin effect on the reported overall margin (not much, but some effect in any case). Interest expenses are likely to continue to fall as loans are now gradually renegotiated. I believe we will end the year around 11.5. We'll see.
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
Nasdaq Stockholm
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 29.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 10.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 12.8.2025 | ||
2025 Q1 -tulosraportti 6.5.2025 | ||
2024 Q4 -tulosraportti 13.2.2025 |
2025 Q4 -tulosraportti
29 päivää sitten
‧38 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 29.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 10.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 12.8.2025 | ||
2025 Q1 -tulosraportti 6.5.2025 | ||
2024 Q4 -tulosraportti 13.2.2025 |
0,11 SEK/osake
Irtoamispäivä 7.5.
1,13%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·5.3.Storskogen delivered a strong report and is starting to look really interesting at the current share price level. With low indebtedness, there is now room for new company acquisitions and growth, which would then be really exciting. Rises today on this buy recommendation. https://www.nordnet.se/marknaden/nyheter/87079d7f-b0e4-47ab-8b0f-c15dfaf83cd7·6.3.Another buy recommendation today https://www.nordnet.se/marknaden/nyheter/aaccf39b-f4de-4db4-b702-d995627bf233
- ·5.3.Good that Johfrid left so that we could finally get some upward momentum.·2 päivää sittenActually thought it's a bit of a shame that Johfrid left. Many do exactly that. Buy on the rise and sell on the fall. If you do this often enough, it's the recipe for losing a lot of money.. It's never nice to see a stock you've bought fall a lot and most people can't watch without selling. For most people, I would rather recommend funds to spread the risk.. but when it comes to Storskogen specifically, I see it as a mini ETF and believe in the Case myself. The market often prices Storskogen as if many of the companies are weak, but the reality is that the industry part alone accounts for about half of the revenue and is quite stable. They have over 100 companies in their forest and I am absolutely willing to see this fall because in the long run I am quite sure this can turn out well. ❗️ No recommendation to buy or sell. It's just me and my 🔮
- ·3.3."I rest my case" as the good Perry Mason would have said about this falling knife.·3.3.It will work out, it always does. Yes, it will resolve, that's how things usually turn out. It will fix itself in the end, there is no doubt about it. But now the shit feels sour and miles away. It will work out.
- ·27.2.I'm currently observing the share price development in Storskogen, and I can't quite decide if the market is now extremely rational – or extremely short-sighted. At 9 kroner, we are practically pricing the company as if confidence is permanently weakened and improvement fails to materialize. At the same time, it's worth reminding oneself what Storskogen actually is: a broad portfolio of cash-flow-generating companies within industry, trade, and services. Not one case. Not one contract. But many small and medium-sized businesses. Yes – the balance sheet has been under pressure. Yes – the acquisition pace had to slow down. And yes – communication could have been better in earlier phases. But much of this has already been addressed: cost control, reduced acquisition pace, focus on cash flow and debt. So my question really is: What justifies such a low valuation if one has a 3–5 year perspective? • Are all portfolio companies structurally weak? • Is earnings permanently weakened? • Or is it primarily sentiment and patience that are lacking? History shows that conglomerates are often traded at a discount when the market loses confidence – and that the repricing can be significant when confidence gradually returns. Not necessarily on one report, but over time. For my part, levels below 9 kroner are starting to look more like an asymmetric opportunity than a balanced risk. The downside is of course there if operations disappoint further, but the upside with stabilization and moderate improvement seems significantly greater than what the share price implies. I'm not saying this is risk-free – far from it. But I wonder if the market is now pricing in a more negative scenario than fundamentals suggest. What do you others think – is this a value trap, or a phase where patience can actually be rewarded?·3.3. · MuokattuI wonder if we'll go down to 5 SEK before it turns around again? It looks almost bottomless right now. Down over 40% in a couple of months.·3.3.Yes 😅 that STOR B could swing a lot, I was fully aware of.. but such a harsh penalty after a completely okay report that seems seemingly bottomless for the share price was somewhat excessively negative. I have finished buying just now a few minutes ago in STOR B because I have long-term faith in the case. But whether the downturn continues for a few more weeks is impossible to say.. but if you look a bit at other big players in the same industry, they also fall in turbulent times. Everyone seems rather to jump on oil and defense, which is very trendy 😎
- ·20.2.The EV (Enterprise Value) amounts to approximately 27 billion (I have calculated this based on 11 billion in net debt). The cash flow from operating activities, if we exclude everything related to working capital (which fluctuates), is approximately 3 billion per year. The valuation at these levels is therefore quite attractive because the leveraged portion is slightly cheaper capital for us shareholders (if interest rates can be kept at reasonable levels). There should be a 25-30% upside if the company can perform in the coming quarters. It is also noteworthy that the company acquires companies with quite high margins, which in the short term can have a positive margin effect on the reported overall margin (not much, but some effect in any case). Interest expenses are likely to continue to fall as loans are now gradually renegotiated. I believe we will end the year around 11.5. We'll see.
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
Nasdaq Stockholm
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt