2026 Q1 -tulosraportti
39 päivää sitten
‧47 min
2,15 NOK/osake
Viimeisin osinko
2,28%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 4 | - | - | ||
| 1 842 | - | - | ||
| 1 455 | - | - | ||
| 274 | - | - | ||
| 832 | - | - |
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 17.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 24.4. | ||
2025 Q4 -tulosraportti 13.2. | ||
2025 Q3 -tulosraportti 17.10.2025 | ||
2025 Q2 -tulosraportti 17.7.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·34 min sittenInteresting list. The first thing that strikes me is that this is a stock with extremely strong institutional backing. The Top 20 own around 71 % of the company, and these are mainly long-term funds, pension managers, and industrial investors. Some observations: Investment AB Latour holds 21.08 %. It is clearly the most important owner. Latour is known for owning quality industrial companies for a very long time, often for several decades. Folketrygdfondet, DNB Asset Management, KLP Kapitalforvaltning and several Nordic funds provide a stable Norwegian institutional base. KIRKBI Invest (the LEGO family) owns almost 4 %. This is also typically an investor with a very long horizon. The large international players like The Vanguard Group and BlackRock are mainly index and fund owners. They normally do not buy and sell due to short-term fluctuations. If I had bought a large position, I would have focused on the following questions: Why has the stock fallen? If the price drop is due to temporarily weak order intake or cyclical conditions, this could be a classic opportunity. If the market, however, believes the growth story is permanently weakened, the case is different. Have the major owners started selling? The top list you show does not indicate panic among the largest. On the contrary, the ownership base is still very institutional. Valuation against history Tomra has for many years been priced as a premium company. When growth disappoints, multiples can fall much more than earnings. What makes Tomra interesting for a long-term investor is that it is still one of the few listed companies directly exposed to global trends in recycling, deposit systems, and sorting technology. At the same time, the market has in recent years become far less willing to pay "green premium" than in the period 2020–2021.
·2 t sittenSurely there must be more promising companies of interest in the world? P/E in the 30s and zero growth, PEG over 10! Is that correct?·1 t sittenOtherwise I like Endur, Kitron and Norbit. They are not cheap either.🤫
·5 t sittenWhat is a bit interesting with Tomra now, is that the market seems entirely focused on the weak Recycling segment, while Collection actually delivers quite well. Only in Poland has Tomra received orders for around 3000 reverse vending machines for Dino, and over 4000 machines are already installed in connection with the new deposit system. Several million packages have already passed through the system, and the volume is growing rapidly. In addition comes Portugal, Great Britain and eventually Spain. UK can become a big trigger from 2027 if the rollout goes as planned. To me, it seems like the market right now is pricing in the problems in Recycling, but does not fully value the growth coming from Collection. The question is not whether Tomra gets new orders – they are already coming in. The question is whether the growth in Collection will be strong enough to lift the total result again.
·6 t sittenCan someone check the 20 largest shareholders in Tomra?·4 t sitten1. Investment AB Latour (publ), Sweden – 62 400 000 shares – 21,08% 2. Folketrygdfondet, Norway – 16 213 965 shares – 5,48% 3. DNB Asset Management AS, Norway – 15 880 920 shares – 5,36% 4. Inter Long Term Capital S.A., Luxembourg – 15 414 803 shares – 5,21% 5. APG Asset Management N.V., Netherlands – 13 874 826 shares – 4,69% 6. Nordea Funds Oy, Finland – 11 607 293 shares – 3,92% 7. KIRKBI Invest A/S, Denmark – 11 299 183 shares – 3,82% 8. PGGM Vermogensbeheer B.V., Netherlands – 10 560 844 shares – 3,57% 9. The Vanguard Group, Inc., USA – 10 014 157 shares – 3,38% 10. Swedbank Robur Fonder AB, Sweden – 7 596 295 shares – 2,57% 11. KLP Kapitalforvaltning AS, Norway – 6 498 925 shares – 2,20% 12. BlackRock Institutional Trust Company, N.A., USA – 5 195 788 shares – 1,76% 13. Alecta pensionsförsäkring, ömsesidigt, Sweden – 5 100 000 shares – 1,72% 14. M&G Investment Management Ltd., United Kingdom – 3 367 198 shares – 1,14% 15. Deutsche WertpapierService Bank AG, Germany – 3 057 838 shares – 1,03% 16. ODIN Forvaltning AS, Norway – 2 977 901 shares – 1,01% 17. Eika Kapitalforvaltning AS, Norway – 2 872 406 shares – 0,97% 18. Cliens Asset Management AB, Sweden – 2 600 447 shares – 0,88% 19. BlackRock Investment Management (UK) Ltd., United Kingdom – 2 428 231 shares – 0,82% 20. Fondsfinans Kapitalforvaltning AS, Norway – 2 200 000 shares – 0,74%·34 min sittenInteresting list. The first thing that strikes me is that this is a stock with extremely strong institutional backing. The Top 20 own around 71 % of the company, and these are mainly long-term funds, pension managers, and industrial investors. Some observations: Investment AB Latour holds 21.08 %. It is clearly the most important owner. Latour is known for owning quality industrial companies for a very long time, often for several decades. Folketrygdfondet, DNB Asset Management, KLP Kapitalforvaltning and several Nordic funds provide a stable Norwegian institutional base. KIRKBI Invest (the LEGO family) owns almost 4 %. This is also typically an investor with a very long horizon. The large international players like The Vanguard Group and BlackRock are mainly index and fund owners. They normally do not buy and sell due to short-term fluctuations. If I had bought a large position, I would have focused on the following questions: Why has the stock fallen? If the price drop is due to temporarily weak order intake or cyclical conditions, this could be a classic opportunity. If the market, however, believes the growth story is permanently weakened, the case is different. Have the major owners started selling? The top list you show does not indicate panic among the largest. On the contrary, the ownership base is still very institutional. Valuation against history Tomra has for many years been priced as a premium company. When growth disappoints, multiples can fall much more than earnings. What makes Tomra interesting for a long-term investor is that it is still one of the few listed companies directly exposed to global trends in recycling, deposit systems, and sorting technology. At the same time, the market has in recent years become far less willing to pay "green premium" than in the period 2020–2021.- ·6 t sitten · MuokattuTomra should probably rise a lot when the whole EU is going to have reverse vending machines ? If one doesn't make good money on this, then it's impossible to make money . Anyway, Tomra should rise a lot towards next summer ? There must be many big contracts coming up, and then the share price should rise quickly . Ferd has hoarded more . Does anyone know how many shares they have now ?
0
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
39 päivää sitten
‧47 min
2,15 NOK/osake
Viimeisin osinko
2,28%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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·34 min sittenInteresting list. The first thing that strikes me is that this is a stock with extremely strong institutional backing. The Top 20 own around 71 % of the company, and these are mainly long-term funds, pension managers, and industrial investors. Some observations: Investment AB Latour holds 21.08 %. It is clearly the most important owner. Latour is known for owning quality industrial companies for a very long time, often for several decades. Folketrygdfondet, DNB Asset Management, KLP Kapitalforvaltning and several Nordic funds provide a stable Norwegian institutional base. KIRKBI Invest (the LEGO family) owns almost 4 %. This is also typically an investor with a very long horizon. The large international players like The Vanguard Group and BlackRock are mainly index and fund owners. They normally do not buy and sell due to short-term fluctuations. If I had bought a large position, I would have focused on the following questions: Why has the stock fallen? If the price drop is due to temporarily weak order intake or cyclical conditions, this could be a classic opportunity. If the market, however, believes the growth story is permanently weakened, the case is different. Have the major owners started selling? The top list you show does not indicate panic among the largest. On the contrary, the ownership base is still very institutional. Valuation against history Tomra has for many years been priced as a premium company. When growth disappoints, multiples can fall much more than earnings. What makes Tomra interesting for a long-term investor is that it is still one of the few listed companies directly exposed to global trends in recycling, deposit systems, and sorting technology. At the same time, the market has in recent years become far less willing to pay "green premium" than in the period 2020–2021.
- ·2 t sittenSurely there must be more promising companies of interest in the world? P/E in the 30s and zero growth, PEG over 10! Is that correct?·1 t sittenOtherwise I like Endur, Kitron and Norbit. They are not cheap either.🤫
- ·5 t sittenWhat is a bit interesting with Tomra now, is that the market seems entirely focused on the weak Recycling segment, while Collection actually delivers quite well. Only in Poland has Tomra received orders for around 3000 reverse vending machines for Dino, and over 4000 machines are already installed in connection with the new deposit system. Several million packages have already passed through the system, and the volume is growing rapidly. In addition comes Portugal, Great Britain and eventually Spain. UK can become a big trigger from 2027 if the rollout goes as planned. To me, it seems like the market right now is pricing in the problems in Recycling, but does not fully value the growth coming from Collection. The question is not whether Tomra gets new orders – they are already coming in. The question is whether the growth in Collection will be strong enough to lift the total result again.
- ·6 t sittenCan someone check the 20 largest shareholders in Tomra?·4 t sitten1. Investment AB Latour (publ), Sweden – 62 400 000 shares – 21,08% 2. Folketrygdfondet, Norway – 16 213 965 shares – 5,48% 3. DNB Asset Management AS, Norway – 15 880 920 shares – 5,36% 4. Inter Long Term Capital S.A., Luxembourg – 15 414 803 shares – 5,21% 5. APG Asset Management N.V., Netherlands – 13 874 826 shares – 4,69% 6. Nordea Funds Oy, Finland – 11 607 293 shares – 3,92% 7. KIRKBI Invest A/S, Denmark – 11 299 183 shares – 3,82% 8. PGGM Vermogensbeheer B.V., Netherlands – 10 560 844 shares – 3,57% 9. The Vanguard Group, Inc., USA – 10 014 157 shares – 3,38% 10. Swedbank Robur Fonder AB, Sweden – 7 596 295 shares – 2,57% 11. KLP Kapitalforvaltning AS, Norway – 6 498 925 shares – 2,20% 12. BlackRock Institutional Trust Company, N.A., USA – 5 195 788 shares – 1,76% 13. Alecta pensionsförsäkring, ömsesidigt, Sweden – 5 100 000 shares – 1,72% 14. M&G Investment Management Ltd., United Kingdom – 3 367 198 shares – 1,14% 15. Deutsche WertpapierService Bank AG, Germany – 3 057 838 shares – 1,03% 16. ODIN Forvaltning AS, Norway – 2 977 901 shares – 1,01% 17. Eika Kapitalforvaltning AS, Norway – 2 872 406 shares – 0,97% 18. Cliens Asset Management AB, Sweden – 2 600 447 shares – 0,88% 19. BlackRock Investment Management (UK) Ltd., United Kingdom – 2 428 231 shares – 0,82% 20. Fondsfinans Kapitalforvaltning AS, Norway – 2 200 000 shares – 0,74%·34 min sittenInteresting list. The first thing that strikes me is that this is a stock with extremely strong institutional backing. The Top 20 own around 71 % of the company, and these are mainly long-term funds, pension managers, and industrial investors. Some observations: Investment AB Latour holds 21.08 %. It is clearly the most important owner. Latour is known for owning quality industrial companies for a very long time, often for several decades. Folketrygdfondet, DNB Asset Management, KLP Kapitalforvaltning and several Nordic funds provide a stable Norwegian institutional base. KIRKBI Invest (the LEGO family) owns almost 4 %. This is also typically an investor with a very long horizon. The large international players like The Vanguard Group and BlackRock are mainly index and fund owners. They normally do not buy and sell due to short-term fluctuations. If I had bought a large position, I would have focused on the following questions: Why has the stock fallen? If the price drop is due to temporarily weak order intake or cyclical conditions, this could be a classic opportunity. If the market, however, believes the growth story is permanently weakened, the case is different. Have the major owners started selling? The top list you show does not indicate panic among the largest. On the contrary, the ownership base is still very institutional. Valuation against history Tomra has for many years been priced as a premium company. When growth disappoints, multiples can fall much more than earnings. What makes Tomra interesting for a long-term investor is that it is still one of the few listed companies directly exposed to global trends in recycling, deposit systems, and sorting technology. At the same time, the market has in recent years become far less willing to pay "green premium" than in the period 2020–2021.
- ·6 t sitten · MuokattuTomra should probably rise a lot when the whole EU is going to have reverse vending machines ? If one doesn't make good money on this, then it's impossible to make money . Anyway, Tomra should rise a lot towards next summer ? There must be many big contracts coming up, and then the share price should rise quickly . Ferd has hoarded more . Does anyone know how many shares they have now ?
0
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
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 4 | - | - | ||
| 1 842 | - | - | ||
| 1 455 | - | - | ||
| 274 | - | - | ||
| 832 | - | - |
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 17.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 24.4. | ||
2025 Q4 -tulosraportti 13.2. | ||
2025 Q3 -tulosraportti 17.10.2025 | ||
2025 Q2 -tulosraportti 17.7.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 |
2026 Q1 -tulosraportti
39 päivää sitten
‧47 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 Q2 -tulosraportti 17.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 24.4. | ||
2025 Q4 -tulosraportti 13.2. | ||
2025 Q3 -tulosraportti 17.10.2025 | ||
2025 Q2 -tulosraportti 17.7.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 |
2,15 NOK/osake
Viimeisin osinko
2,28%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·34 min sittenInteresting list. The first thing that strikes me is that this is a stock with extremely strong institutional backing. The Top 20 own around 71 % of the company, and these are mainly long-term funds, pension managers, and industrial investors. Some observations: Investment AB Latour holds 21.08 %. It is clearly the most important owner. Latour is known for owning quality industrial companies for a very long time, often for several decades. Folketrygdfondet, DNB Asset Management, KLP Kapitalforvaltning and several Nordic funds provide a stable Norwegian institutional base. KIRKBI Invest (the LEGO family) owns almost 4 %. This is also typically an investor with a very long horizon. The large international players like The Vanguard Group and BlackRock are mainly index and fund owners. They normally do not buy and sell due to short-term fluctuations. If I had bought a large position, I would have focused on the following questions: Why has the stock fallen? If the price drop is due to temporarily weak order intake or cyclical conditions, this could be a classic opportunity. If the market, however, believes the growth story is permanently weakened, the case is different. Have the major owners started selling? The top list you show does not indicate panic among the largest. On the contrary, the ownership base is still very institutional. Valuation against history Tomra has for many years been priced as a premium company. When growth disappoints, multiples can fall much more than earnings. What makes Tomra interesting for a long-term investor is that it is still one of the few listed companies directly exposed to global trends in recycling, deposit systems, and sorting technology. At the same time, the market has in recent years become far less willing to pay "green premium" than in the period 2020–2021.
- ·2 t sittenSurely there must be more promising companies of interest in the world? P/E in the 30s and zero growth, PEG over 10! Is that correct?·1 t sittenOtherwise I like Endur, Kitron and Norbit. They are not cheap either.🤫
- ·5 t sittenWhat is a bit interesting with Tomra now, is that the market seems entirely focused on the weak Recycling segment, while Collection actually delivers quite well. Only in Poland has Tomra received orders for around 3000 reverse vending machines for Dino, and over 4000 machines are already installed in connection with the new deposit system. Several million packages have already passed through the system, and the volume is growing rapidly. In addition comes Portugal, Great Britain and eventually Spain. UK can become a big trigger from 2027 if the rollout goes as planned. To me, it seems like the market right now is pricing in the problems in Recycling, but does not fully value the growth coming from Collection. The question is not whether Tomra gets new orders – they are already coming in. The question is whether the growth in Collection will be strong enough to lift the total result again.
- ·6 t sittenCan someone check the 20 largest shareholders in Tomra?·4 t sitten1. Investment AB Latour (publ), Sweden – 62 400 000 shares – 21,08% 2. Folketrygdfondet, Norway – 16 213 965 shares – 5,48% 3. DNB Asset Management AS, Norway – 15 880 920 shares – 5,36% 4. Inter Long Term Capital S.A., Luxembourg – 15 414 803 shares – 5,21% 5. APG Asset Management N.V., Netherlands – 13 874 826 shares – 4,69% 6. Nordea Funds Oy, Finland – 11 607 293 shares – 3,92% 7. KIRKBI Invest A/S, Denmark – 11 299 183 shares – 3,82% 8. PGGM Vermogensbeheer B.V., Netherlands – 10 560 844 shares – 3,57% 9. The Vanguard Group, Inc., USA – 10 014 157 shares – 3,38% 10. Swedbank Robur Fonder AB, Sweden – 7 596 295 shares – 2,57% 11. KLP Kapitalforvaltning AS, Norway – 6 498 925 shares – 2,20% 12. BlackRock Institutional Trust Company, N.A., USA – 5 195 788 shares – 1,76% 13. Alecta pensionsförsäkring, ömsesidigt, Sweden – 5 100 000 shares – 1,72% 14. M&G Investment Management Ltd., United Kingdom – 3 367 198 shares – 1,14% 15. Deutsche WertpapierService Bank AG, Germany – 3 057 838 shares – 1,03% 16. ODIN Forvaltning AS, Norway – 2 977 901 shares – 1,01% 17. Eika Kapitalforvaltning AS, Norway – 2 872 406 shares – 0,97% 18. Cliens Asset Management AB, Sweden – 2 600 447 shares – 0,88% 19. BlackRock Investment Management (UK) Ltd., United Kingdom – 2 428 231 shares – 0,82% 20. Fondsfinans Kapitalforvaltning AS, Norway – 2 200 000 shares – 0,74%·34 min sittenInteresting list. The first thing that strikes me is that this is a stock with extremely strong institutional backing. The Top 20 own around 71 % of the company, and these are mainly long-term funds, pension managers, and industrial investors. Some observations: Investment AB Latour holds 21.08 %. It is clearly the most important owner. Latour is known for owning quality industrial companies for a very long time, often for several decades. Folketrygdfondet, DNB Asset Management, KLP Kapitalforvaltning and several Nordic funds provide a stable Norwegian institutional base. KIRKBI Invest (the LEGO family) owns almost 4 %. This is also typically an investor with a very long horizon. The large international players like The Vanguard Group and BlackRock are mainly index and fund owners. They normally do not buy and sell due to short-term fluctuations. If I had bought a large position, I would have focused on the following questions: Why has the stock fallen? If the price drop is due to temporarily weak order intake or cyclical conditions, this could be a classic opportunity. If the market, however, believes the growth story is permanently weakened, the case is different. Have the major owners started selling? The top list you show does not indicate panic among the largest. On the contrary, the ownership base is still very institutional. Valuation against history Tomra has for many years been priced as a premium company. When growth disappoints, multiples can fall much more than earnings. What makes Tomra interesting for a long-term investor is that it is still one of the few listed companies directly exposed to global trends in recycling, deposit systems, and sorting technology. At the same time, the market has in recent years become far less willing to pay "green premium" than in the period 2020–2021.
- ·6 t sitten · MuokattuTomra should probably rise a lot when the whole EU is going to have reverse vending machines ? If one doesn't make good money on this, then it's impossible to make money . Anyway, Tomra should rise a lot towards next summer ? There must be many big contracts coming up, and then the share price should rise quickly . Ferd has hoarded more . Does anyone know how many shares they have now ?
0
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
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 4 | - | - | ||
| 1 842 | - | - | ||
| 1 455 | - | - | ||
| 274 | - | - | ||
| 832 | - | - |
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