2025 Q4 -tulosraportti
32 päivää sitten
‧46 min
2,15 NOK/osake
Irtoamispäivä 24.4.
1,88%Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 000 | - | - | ||
| 250 | - | - | ||
| 47 | - | - | ||
| 1 | - | - | ||
| 2 416 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 24.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 13.2. | ||
2025 Q3 -tulosraportti 17.10.2025 | ||
2025 Q2 -tulosraportti 17.7.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 | ||
2024 Q4 -tulosraportti 14.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·4 t sittenhttps://www.finansavisen.no/finans/2026/03/17/8337092/analytiker-etter-ferd-hamstring-i-tomra-et-must-i-portefoljen Tomra fell heavily after quarterly results and announced cost cuts. Now Ferd has bought into the share, and receives support from analysts. According to Eva Viken Christensen, the share price drop of 17 percent this year appears exaggerated. – The reaction seems too strong, especially as much of the negative was known, it is stated. One reason for the share price drop was weaker guidance than expected, especially within the Collection deposit segment. The analyst believes, however, that market expectations were too high. The market fears the wrong things It is particularly the Recycling segment that has caused concern. Lower demand for plastic recycling in Europe and weaker waste markets in the USA have led to lower order intake and pressure on margins. But this is not new, according to the analyst. – The company has been clear that no growth is expected this year. That should not come as a surprise, says Christensen. At the same time, Recycling constitutes an increasingly smaller part of the earnings, and is expected to account for under 10 percent of ebitda in 2026. – A «must» in the portfolio While Recycling creates noise, it is the deposit segment that truly drives the case. Here Christensen points to strong structural growth trends, especially in Europe, where the market can triple by 2030. Tomra has once again shown the ability to take strong positions in new markets such as Poland, Portugal and Singapore, while a large installed base provides stability. – If one is to have exposure to the deposit wave, we believe Tomra is a «must» in the portfolio, says Christensen. Believes the share is too cheap The Clarksons analyst believes the market is now pricing Tomra too low. The share now stands at 113 kroner and trades at around 23 times expected earnings in 2026 and 15 times in 2027, which is clearly below the historical average. With growth in both Food and Collection, earnings are expected to pick up again. – This indicates premium pricing, not a discount, writes the analyst. Ferd hoards After an initial purchase in November last year, Ferd has continued to hoard Tomra shares this year, and now the Andresen family owns around 1.4 million shares worth 165 million kroner. The amount is small in Ferd's pocket, but the pace of purchases has been high in a short time. Ferd has significantly narrowed its stock portfolio in recent years. The largest single holding is Elopak, where the values are just over 6 billion kroner, and otherwise the investment company owns shares in Cloudberry and Lerøy in addition to the new acquisition in Tomra.
·5 t sittenJP Morgan initiates coverage, so let's hope those who are going out hold back.
·1 päivä sittenClarkson and Fernley with same price target today at 08:56 ∙ TDN Finans (Corrected brokerage name in headline and lead paragraph) Oslo (Infront TDN Direkt): Fearnley Securities initiates coverage of Tomra with a buy recommendation and a price target of 144 kroner per share, according to an analysis on Monday. "A regulation-driven supercycle in the European market for reverse vending machines (RVM) facilitates strong growth in Collection revenues, while completed restructuring in Food and recently launched cost measures in Recycling support margin expansion at group level", writes the brokerage. The price target is based on a sum-of-the-parts valuation based on 2027 estimates, where EBIT multiples of 15 times for Collection, 9 times for Recycling and 10 times for Food are assumed, as well as invested capital for the Horizon segment.
·1 päivä sitten · MuokattuI have bought into this. I see great opportunities here in Eu if they manage to establish themselves in that market. But this is probably a somewhat long-term investment (This is not bought via Nordnet, (Therefore not visible in the portfolio))
·1 päivä sitten · MuokattuWhat if history repeats itself? There are several ways to bring out potential. In the 1990s, the stock was traded at a price/earnings in the mid-30s, before the multiple, after strong revenue growth and good bottom line, rose to P/E 50. The last 5 years' average has been 49. Right now, LTM P/E is back at the same level (36) as before the share price increase 30 years ago. Should the company again experience a performance upswing in its financial statements, we could see a similar mcap development, but probably in a softer version (growth rate in the 90s was strong).
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
32 päivää sitten
‧46 min
2,15 NOK/osake
Irtoamispäivä 24.4.
1,88%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
- ·4 t sittenhttps://www.finansavisen.no/finans/2026/03/17/8337092/analytiker-etter-ferd-hamstring-i-tomra-et-must-i-portefoljen Tomra fell heavily after quarterly results and announced cost cuts. Now Ferd has bought into the share, and receives support from analysts. According to Eva Viken Christensen, the share price drop of 17 percent this year appears exaggerated. – The reaction seems too strong, especially as much of the negative was known, it is stated. One reason for the share price drop was weaker guidance than expected, especially within the Collection deposit segment. The analyst believes, however, that market expectations were too high. The market fears the wrong things It is particularly the Recycling segment that has caused concern. Lower demand for plastic recycling in Europe and weaker waste markets in the USA have led to lower order intake and pressure on margins. But this is not new, according to the analyst. – The company has been clear that no growth is expected this year. That should not come as a surprise, says Christensen. At the same time, Recycling constitutes an increasingly smaller part of the earnings, and is expected to account for under 10 percent of ebitda in 2026. – A «must» in the portfolio While Recycling creates noise, it is the deposit segment that truly drives the case. Here Christensen points to strong structural growth trends, especially in Europe, where the market can triple by 2030. Tomra has once again shown the ability to take strong positions in new markets such as Poland, Portugal and Singapore, while a large installed base provides stability. – If one is to have exposure to the deposit wave, we believe Tomra is a «must» in the portfolio, says Christensen. Believes the share is too cheap The Clarksons analyst believes the market is now pricing Tomra too low. The share now stands at 113 kroner and trades at around 23 times expected earnings in 2026 and 15 times in 2027, which is clearly below the historical average. With growth in both Food and Collection, earnings are expected to pick up again. – This indicates premium pricing, not a discount, writes the analyst. Ferd hoards After an initial purchase in November last year, Ferd has continued to hoard Tomra shares this year, and now the Andresen family owns around 1.4 million shares worth 165 million kroner. The amount is small in Ferd's pocket, but the pace of purchases has been high in a short time. Ferd has significantly narrowed its stock portfolio in recent years. The largest single holding is Elopak, where the values are just over 6 billion kroner, and otherwise the investment company owns shares in Cloudberry and Lerøy in addition to the new acquisition in Tomra.
- ·5 t sittenJP Morgan initiates coverage, so let's hope those who are going out hold back.
- ·1 päivä sittenClarkson and Fernley with same price target today at 08:56 ∙ TDN Finans (Corrected brokerage name in headline and lead paragraph) Oslo (Infront TDN Direkt): Fearnley Securities initiates coverage of Tomra with a buy recommendation and a price target of 144 kroner per share, according to an analysis on Monday. "A regulation-driven supercycle in the European market for reverse vending machines (RVM) facilitates strong growth in Collection revenues, while completed restructuring in Food and recently launched cost measures in Recycling support margin expansion at group level", writes the brokerage. The price target is based on a sum-of-the-parts valuation based on 2027 estimates, where EBIT multiples of 15 times for Collection, 9 times for Recycling and 10 times for Food are assumed, as well as invested capital for the Horizon segment.
- ·1 päivä sitten · MuokattuI have bought into this. I see great opportunities here in Eu if they manage to establish themselves in that market. But this is probably a somewhat long-term investment (This is not bought via Nordnet, (Therefore not visible in the portfolio))
- ·1 päivä sitten · MuokattuWhat if history repeats itself? There are several ways to bring out potential. In the 1990s, the stock was traded at a price/earnings in the mid-30s, before the multiple, after strong revenue growth and good bottom line, rose to P/E 50. The last 5 years' average has been 49. Right now, LTM P/E is back at the same level (36) as before the share price increase 30 years ago. Should the company again experience a performance upswing in its financial statements, we could see a similar mcap development, but probably in a softer version (growth rate in the 90s was strong).
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 |
|---|---|---|---|---|
| 1 000 | - | - | ||
| 250 | - | - | ||
| 47 | - | - | ||
| 1 | - | - | ||
| 2 416 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 24.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 13.2. | ||
2025 Q3 -tulosraportti 17.10.2025 | ||
2025 Q2 -tulosraportti 17.7.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 | ||
2024 Q4 -tulosraportti 14.2.2025 |
2025 Q4 -tulosraportti
32 päivää sitten
‧46 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 24.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 13.2. | ||
2025 Q3 -tulosraportti 17.10.2025 | ||
2025 Q2 -tulosraportti 17.7.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 | ||
2024 Q4 -tulosraportti 14.2.2025 |
2,15 NOK/osake
Irtoamispäivä 24.4.
1,88%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·4 t sittenhttps://www.finansavisen.no/finans/2026/03/17/8337092/analytiker-etter-ferd-hamstring-i-tomra-et-must-i-portefoljen Tomra fell heavily after quarterly results and announced cost cuts. Now Ferd has bought into the share, and receives support from analysts. According to Eva Viken Christensen, the share price drop of 17 percent this year appears exaggerated. – The reaction seems too strong, especially as much of the negative was known, it is stated. One reason for the share price drop was weaker guidance than expected, especially within the Collection deposit segment. The analyst believes, however, that market expectations were too high. The market fears the wrong things It is particularly the Recycling segment that has caused concern. Lower demand for plastic recycling in Europe and weaker waste markets in the USA have led to lower order intake and pressure on margins. But this is not new, according to the analyst. – The company has been clear that no growth is expected this year. That should not come as a surprise, says Christensen. At the same time, Recycling constitutes an increasingly smaller part of the earnings, and is expected to account for under 10 percent of ebitda in 2026. – A «must» in the portfolio While Recycling creates noise, it is the deposit segment that truly drives the case. Here Christensen points to strong structural growth trends, especially in Europe, where the market can triple by 2030. Tomra has once again shown the ability to take strong positions in new markets such as Poland, Portugal and Singapore, while a large installed base provides stability. – If one is to have exposure to the deposit wave, we believe Tomra is a «must» in the portfolio, says Christensen. Believes the share is too cheap The Clarksons analyst believes the market is now pricing Tomra too low. The share now stands at 113 kroner and trades at around 23 times expected earnings in 2026 and 15 times in 2027, which is clearly below the historical average. With growth in both Food and Collection, earnings are expected to pick up again. – This indicates premium pricing, not a discount, writes the analyst. Ferd hoards After an initial purchase in November last year, Ferd has continued to hoard Tomra shares this year, and now the Andresen family owns around 1.4 million shares worth 165 million kroner. The amount is small in Ferd's pocket, but the pace of purchases has been high in a short time. Ferd has significantly narrowed its stock portfolio in recent years. The largest single holding is Elopak, where the values are just over 6 billion kroner, and otherwise the investment company owns shares in Cloudberry and Lerøy in addition to the new acquisition in Tomra.
- ·5 t sittenJP Morgan initiates coverage, so let's hope those who are going out hold back.
- ·1 päivä sittenClarkson and Fernley with same price target today at 08:56 ∙ TDN Finans (Corrected brokerage name in headline and lead paragraph) Oslo (Infront TDN Direkt): Fearnley Securities initiates coverage of Tomra with a buy recommendation and a price target of 144 kroner per share, according to an analysis on Monday. "A regulation-driven supercycle in the European market for reverse vending machines (RVM) facilitates strong growth in Collection revenues, while completed restructuring in Food and recently launched cost measures in Recycling support margin expansion at group level", writes the brokerage. The price target is based on a sum-of-the-parts valuation based on 2027 estimates, where EBIT multiples of 15 times for Collection, 9 times for Recycling and 10 times for Food are assumed, as well as invested capital for the Horizon segment.
- ·1 päivä sitten · MuokattuI have bought into this. I see great opportunities here in Eu if they manage to establish themselves in that market. But this is probably a somewhat long-term investment (This is not bought via Nordnet, (Therefore not visible in the portfolio))
- ·1 päivä sitten · MuokattuWhat if history repeats itself? There are several ways to bring out potential. In the 1990s, the stock was traded at a price/earnings in the mid-30s, before the multiple, after strong revenue growth and good bottom line, rose to P/E 50. The last 5 years' average has been 49. Right now, LTM P/E is back at the same level (36) as before the share price increase 30 years ago. Should the company again experience a performance upswing in its financial statements, we could see a similar mcap development, but probably in a softer version (growth rate in the 90s was strong).
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 |
|---|---|---|---|---|
| 1 000 | - | - | ||
| 250 | - | - | ||
| 47 | - | - | ||
| 1 | - | - | ||
| 2 416 | - | - |
Välittäjätilasto
Dataa ei löytynyt