2026 Q1 -tulosraportti
93 päivää sitten
‧23 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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 28.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 12.5. | ||
2025 Q4 -tulosraportti 30.3. | ||
2025 Q3 -tulosraportti 12.11.2025 | ||
2025 Q2 -tulosraportti 3.9.2025 | ||
2025 Q1 -tulosraportti 13.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·21 t sitten:o big increase today! What is the reason for that?
I like that their 'operating assets' are in such good condition. They manage to furnish new apartments by e.g. reusing 'old' furniture. I.e. no new significant investments. And thereby make depreciations going forward.- ·2 päivää sitten · MuokattuWhat will Movinn earn in 2027? If the following assumptions hold: Launch of ApartHotel on Amager by May 2027. Revenue growth in existing portfolio of 15%. Costs (including not least personnel) are cut to the bone. Optimization of daily operations. Full focus on KBH, Aarhus and Malmø/Lund. No more experiments and detours. --- I believe an EBITDA- margin of between 10% and 15% is within reach. This means that in 2027 they will: Generate revenue of 110 mio. DKK EBITDA: 11,0 - 16,5 mio. DKK EBIT: 8,5 - 14,0 mio. DKK Probably no tax payment, offset from previous years' losses? Net result: 7,0-11,5 mio. DKK --- Current data (as of 1Q): MCAP (price 1,36): 22,8 mio. DKK. Net debt: 6,8 mio. DKK EV: 29,6 mio. DKK --- What do you others think?Thanks for the response. I actually meant existing business area, and not existing portfolio. By the turn of the year 2025, the number of apartments in Odense was probably reduced by approx. 60%. And further in Q1. At the same time, more has been added in KBH, a property with 10 units was mentioned in the Q1 report. I believe there is a possibility that KBH will be further strengthened for the rest of the year. And thus, I believe that the current number can be maintained at approx. 400, by early 2027. Subsequently, I naturally believe in a significantly improved operation/rental as a result of a broader customer portfolio, including e.g. the insurance sector which is growing. Should be able to reach their long-term goal of a vacancy rate of approx. 15%. Odense has really dragged it down here. An improvement of 7-8% from the current level is probably not entirely impossible. Would probably mean a revenue increase, in isolation, of approx. 6-7 mio. DKK. In addition, I also expect that further units will be added during 2027 - which will also contribute to revenue. In the calculation, I expect 10 mio. in revenue from the Aparthotel on Amager in 2027. By the way, I stopped by the other day, they have come a long way, so I guess they will be finished on time. But having said all that, you might be right. My expectations are probably a best-case scenario. But if they land at 105 mio. DKK in 2027, I will also be satisfied. The most important thing is that operations show significant progress - i.e., well on the way towards the company's own expectations of an EBITDA margin of approx. 15%.
- ·3.8. · MuokattuWill Movinn run out of apartments? Will they have to announce being sold out at some point? In any case, it seems that the supply currently is at a very low level. Just check https://movinn.com/cities/all Currently there are, for immediate occupancy: 1 in Copenhagen 1 in Aarhus 11 in Malmö 2 in Lund Total 15 apartments. Total portfolio as of March 31 was 406 apartments. I.e. approx. 3.7%. The vacancy rate (idle capacity) in Q1 was on average 21.2%. Disclaimer: Don't know if all their housing units can be found on the page. If there's any truth to the above, I expect significantly positive EBITDA and EBIT margins going forward. The half-year report (August 28) will certainly be exciting reading.Another trend that will probably benefit Movinn going forward (and perhaps already a little this year) is 'CoolCation'. The fact that more and more people are heading towards Denmark and Sweden during the summer months due to the very hot weather in Southern Europe. That could well boost the occupancy rate at TwentySix in Malmö and the upcoming apartment hotel at Amager Strandpark.
- ·10.7.We are eagerly awaiting Q2! Are they completely out of Odense? Have they further scaled down in Aarhus and the small towns in Sweden? Further apartments in Copenhagen? TwentySix in Malmö - are they doing better than expected? The Apart hotel on Amager - opening on time? Positive EBITDA in the quarter? --- I expect them to maintain guidance - that they have control over business and strategy - and that the disappointing performance of recent years is a thing of the past. I.e. a significantly positive EBITDA and positive net result in 2027.
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
93 päivää sitten
‧23 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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·21 t sitten:o big increase today! What is the reason for that?I like that their 'operating assets' are in such good condition. They manage to furnish new apartments by e.g. reusing 'old' furniture. I.e. no new significant investments. And thereby make depreciations going forward.
- ·2 päivää sitten · MuokattuWhat will Movinn earn in 2027? If the following assumptions hold: Launch of ApartHotel on Amager by May 2027. Revenue growth in existing portfolio of 15%. Costs (including not least personnel) are cut to the bone. Optimization of daily operations. Full focus on KBH, Aarhus and Malmø/Lund. No more experiments and detours. --- I believe an EBITDA- margin of between 10% and 15% is within reach. This means that in 2027 they will: Generate revenue of 110 mio. DKK EBITDA: 11,0 - 16,5 mio. DKK EBIT: 8,5 - 14,0 mio. DKK Probably no tax payment, offset from previous years' losses? Net result: 7,0-11,5 mio. DKK --- Current data (as of 1Q): MCAP (price 1,36): 22,8 mio. DKK. Net debt: 6,8 mio. DKK EV: 29,6 mio. DKK --- What do you others think?Thanks for the response. I actually meant existing business area, and not existing portfolio. By the turn of the year 2025, the number of apartments in Odense was probably reduced by approx. 60%. And further in Q1. At the same time, more has been added in KBH, a property with 10 units was mentioned in the Q1 report. I believe there is a possibility that KBH will be further strengthened for the rest of the year. And thus, I believe that the current number can be maintained at approx. 400, by early 2027. Subsequently, I naturally believe in a significantly improved operation/rental as a result of a broader customer portfolio, including e.g. the insurance sector which is growing. Should be able to reach their long-term goal of a vacancy rate of approx. 15%. Odense has really dragged it down here. An improvement of 7-8% from the current level is probably not entirely impossible. Would probably mean a revenue increase, in isolation, of approx. 6-7 mio. DKK. In addition, I also expect that further units will be added during 2027 - which will also contribute to revenue. In the calculation, I expect 10 mio. in revenue from the Aparthotel on Amager in 2027. By the way, I stopped by the other day, they have come a long way, so I guess they will be finished on time. But having said all that, you might be right. My expectations are probably a best-case scenario. But if they land at 105 mio. DKK in 2027, I will also be satisfied. The most important thing is that operations show significant progress - i.e., well on the way towards the company's own expectations of an EBITDA margin of approx. 15%.
- ·3.8. · MuokattuWill Movinn run out of apartments? Will they have to announce being sold out at some point? In any case, it seems that the supply currently is at a very low level. Just check https://movinn.com/cities/all Currently there are, for immediate occupancy: 1 in Copenhagen 1 in Aarhus 11 in Malmö 2 in Lund Total 15 apartments. Total portfolio as of March 31 was 406 apartments. I.e. approx. 3.7%. The vacancy rate (idle capacity) in Q1 was on average 21.2%. Disclaimer: Don't know if all their housing units can be found on the page. If there's any truth to the above, I expect significantly positive EBITDA and EBIT margins going forward. The half-year report (August 28) will certainly be exciting reading.Another trend that will probably benefit Movinn going forward (and perhaps already a little this year) is 'CoolCation'. The fact that more and more people are heading towards Denmark and Sweden during the summer months due to the very hot weather in Southern Europe. That could well boost the occupancy rate at TwentySix in Malmö and the upcoming apartment hotel at Amager Strandpark.
- ·10.7.We are eagerly awaiting Q2! Are they completely out of Odense? Have they further scaled down in Aarhus and the small towns in Sweden? Further apartments in Copenhagen? TwentySix in Malmö - are they doing better than expected? The Apart hotel on Amager - opening on time? Positive EBITDA in the quarter? --- I expect them to maintain guidance - that they have control over business and strategy - and that the disappointing performance of recent years is a thing of the past. I.e. a significantly positive EBITDA and positive net result in 2027.
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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 28.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 12.5. | ||
2025 Q4 -tulosraportti 30.3. | ||
2025 Q3 -tulosraportti 12.11.2025 | ||
2025 Q2 -tulosraportti 3.9.2025 | ||
2025 Q1 -tulosraportti 13.5.2025 |
2026 Q1 -tulosraportti
93 päivää sitten
‧23 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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 28.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 12.5. | ||
2025 Q4 -tulosraportti 30.3. | ||
2025 Q3 -tulosraportti 12.11.2025 | ||
2025 Q2 -tulosraportti 3.9.2025 | ||
2025 Q1 -tulosraportti 13.5.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·21 t sitten:o big increase today! What is the reason for that?I like that their 'operating assets' are in such good condition. They manage to furnish new apartments by e.g. reusing 'old' furniture. I.e. no new significant investments. And thereby make depreciations going forward.
- ·2 päivää sitten · MuokattuWhat will Movinn earn in 2027? If the following assumptions hold: Launch of ApartHotel on Amager by May 2027. Revenue growth in existing portfolio of 15%. Costs (including not least personnel) are cut to the bone. Optimization of daily operations. Full focus on KBH, Aarhus and Malmø/Lund. No more experiments and detours. --- I believe an EBITDA- margin of between 10% and 15% is within reach. This means that in 2027 they will: Generate revenue of 110 mio. DKK EBITDA: 11,0 - 16,5 mio. DKK EBIT: 8,5 - 14,0 mio. DKK Probably no tax payment, offset from previous years' losses? Net result: 7,0-11,5 mio. DKK --- Current data (as of 1Q): MCAP (price 1,36): 22,8 mio. DKK. Net debt: 6,8 mio. DKK EV: 29,6 mio. DKK --- What do you others think?Thanks for the response. I actually meant existing business area, and not existing portfolio. By the turn of the year 2025, the number of apartments in Odense was probably reduced by approx. 60%. And further in Q1. At the same time, more has been added in KBH, a property with 10 units was mentioned in the Q1 report. I believe there is a possibility that KBH will be further strengthened for the rest of the year. And thus, I believe that the current number can be maintained at approx. 400, by early 2027. Subsequently, I naturally believe in a significantly improved operation/rental as a result of a broader customer portfolio, including e.g. the insurance sector which is growing. Should be able to reach their long-term goal of a vacancy rate of approx. 15%. Odense has really dragged it down here. An improvement of 7-8% from the current level is probably not entirely impossible. Would probably mean a revenue increase, in isolation, of approx. 6-7 mio. DKK. In addition, I also expect that further units will be added during 2027 - which will also contribute to revenue. In the calculation, I expect 10 mio. in revenue from the Aparthotel on Amager in 2027. By the way, I stopped by the other day, they have come a long way, so I guess they will be finished on time. But having said all that, you might be right. My expectations are probably a best-case scenario. But if they land at 105 mio. DKK in 2027, I will also be satisfied. The most important thing is that operations show significant progress - i.e., well on the way towards the company's own expectations of an EBITDA margin of approx. 15%.
- ·3.8. · MuokattuWill Movinn run out of apartments? Will they have to announce being sold out at some point? In any case, it seems that the supply currently is at a very low level. Just check https://movinn.com/cities/all Currently there are, for immediate occupancy: 1 in Copenhagen 1 in Aarhus 11 in Malmö 2 in Lund Total 15 apartments. Total portfolio as of March 31 was 406 apartments. I.e. approx. 3.7%. The vacancy rate (idle capacity) in Q1 was on average 21.2%. Disclaimer: Don't know if all their housing units can be found on the page. If there's any truth to the above, I expect significantly positive EBITDA and EBIT margins going forward. The half-year report (August 28) will certainly be exciting reading.Another trend that will probably benefit Movinn going forward (and perhaps already a little this year) is 'CoolCation'. The fact that more and more people are heading towards Denmark and Sweden during the summer months due to the very hot weather in Southern Europe. That could well boost the occupancy rate at TwentySix in Malmö and the upcoming apartment hotel at Amager Strandpark.
- ·10.7.We are eagerly awaiting Q2! Are they completely out of Odense? Have they further scaled down in Aarhus and the small towns in Sweden? Further apartments in Copenhagen? TwentySix in Malmö - are they doing better than expected? The Apart hotel on Amager - opening on time? Positive EBITDA in the quarter? --- I expect them to maintain guidance - that they have control over business and strategy - and that the disappointing performance of recent years is a thing of the past. I.e. a significantly positive EBITDA and positive net result in 2027.
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