2025 Q4 -tulosraportti
42 päivää sitten
‧24 min
Tarjoustasot
Euronext Expand Oslo
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 5 300 | - | - | ||
| 3 700 | - | - | ||
| 47 | - | - | ||
| 11 450 | - | - | ||
| 3 900 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 21.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 26.11.2025 | ||
2025 Q2 -tulosraportti 19.8.2025 | ||
2025 Q1 -tulosraportti 21.5.2025 | ||
2024 Q4 -tulosraportti 26.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·4 t sittenWill be fun tomorrow
·47 min sittenI get it from Norse
·14 min sittenYou should take a pill. You can't possibly be completely normal.
·5 t sittenHere are my 2 cents on q1 and q2. Based on more than a doubling of fuel for the entire q2, average LF reduced to 92%, and average price per ticket adjusted up to 575usd/pax (455 q1). Nothing done with cargo revenue. An important thing many don't think about is: there are millions of people who couldn't care less about politics, oil prices and more, and who will travel regardless, AND who only look at price. When prices at most airlines consequently go up, it's all the easier to choose the cheapest alternative (hint: Norse), which also adjusts prices well upwards, but is still the cheapest. Disclaimer: I'm wrong all the time, but this is my rationale.
·3 t sittenAgree with your rationale that when everything gets more expensive, one chooses the cheapest alternative. We have seen this in grocery stores in recent years, EMV has seen a big upswing, Holdbart has expanded and grown tremendously. People become more inclined to choose cheaper (but still quite good) alternatives when prices rise rapidly. The question is perhaps whether Eivind Roald's hunt for margins will make Norse a bit more expensive or on par with the cheapest competitors? I don't know, just a hypothetical question. I have changed my case for Norse from "making good money in 2026" to "making good money in 2027 and beyond". If they eventually have to do another small emission in the meantime, I can live with that. One can buy Norse at a valuation of around 700 million kr now. I don't think the Iran war will end in complete catastrophe, as talks are starting to develop. I can be honest that I don't make estimates on companies myself; it's a lot of mental math and intuition for me. Therefore, I have no comments on your estimates, but they are probably not very far from the truth.·2 t sittenEarly on, there were signals that this could become quite brutal, so it made sense to sell off. Now it has become brutal, but it doesn't seem like it will become much more brutal, at the same time as the price has fallen a lot. The stock market is risk/reward, it seems we think quite similarly. If I remember correctly, the 40 mill USD cost-cutting program was not supposed to be completed before Q2 2026 or similar? I don't quite know what was included in this, I assume much of it was based on ACMI and better routes + cuts in administration. I believe that Eivind Roald will continue with cost-cutting going forward.- ·5 t sitten✈️ Increases frequency (more weekly departures) An article from Thaifeber shows that Norse is significantly increasing capacity to Asia: Oslo–Bangkok increases to 4 times weekly Stockholm–Bangkok increases to 4 times weekly 👉 This is close to what you refer to (5 times), but documented in sources as 4 weekly departures as of now. 📈 Strategy: increases capacity where demand is high Flysmart24 writes that Norse: Has almost full planes Continues to focus on Thailand and Asia Will adjust routes and frequencies according to demand 👉 This supports that frequencies (such as 4–5 weekly) are part of a dynamic strategy. 🚀 Strong growth and more departures overall According to Finansavisen: Passenger numbers are increasing sharply into 2026 Increased production and more flights overall Teknisk Ukeblad reports: 1.84 million passengers in 2025 Almost full capacity utilization (96–98%) 👉 This is why they are increasing the number of departures (often to 4–5 per week on popular routes). 🧠 Summary (for your use in presentation) Norse increases frequencies on popular routes (typically 4+ weekly) Focus shifts towards Asia (Bangkok/Phuket) The strategy is: high demand flexible route plan more departures where the market is strong
·3 t sittenUse AI as a logical supplement, but be aware that AI has many logical flaws. The situation now is much more complex, and AI cannot foresee the coming months. - ·5 t sittenGood numbers like last month will drive this up some kr.
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
42 päivää sitten
‧24 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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·4 t sittenWill be fun tomorrow·47 min sittenI get it from Norse·14 min sittenYou should take a pill. You can't possibly be completely normal.
- ·5 t sittenHere are my 2 cents on q1 and q2. Based on more than a doubling of fuel for the entire q2, average LF reduced to 92%, and average price per ticket adjusted up to 575usd/pax (455 q1). Nothing done with cargo revenue. An important thing many don't think about is: there are millions of people who couldn't care less about politics, oil prices and more, and who will travel regardless, AND who only look at price. When prices at most airlines consequently go up, it's all the easier to choose the cheapest alternative (hint: Norse), which also adjusts prices well upwards, but is still the cheapest. Disclaimer: I'm wrong all the time, but this is my rationale.·3 t sittenAgree with your rationale that when everything gets more expensive, one chooses the cheapest alternative. We have seen this in grocery stores in recent years, EMV has seen a big upswing, Holdbart has expanded and grown tremendously. People become more inclined to choose cheaper (but still quite good) alternatives when prices rise rapidly. The question is perhaps whether Eivind Roald's hunt for margins will make Norse a bit more expensive or on par with the cheapest competitors? I don't know, just a hypothetical question. I have changed my case for Norse from "making good money in 2026" to "making good money in 2027 and beyond". If they eventually have to do another small emission in the meantime, I can live with that. One can buy Norse at a valuation of around 700 million kr now. I don't think the Iran war will end in complete catastrophe, as talks are starting to develop. I can be honest that I don't make estimates on companies myself; it's a lot of mental math and intuition for me. Therefore, I have no comments on your estimates, but they are probably not very far from the truth.·2 t sittenEarly on, there were signals that this could become quite brutal, so it made sense to sell off. Now it has become brutal, but it doesn't seem like it will become much more brutal, at the same time as the price has fallen a lot. The stock market is risk/reward, it seems we think quite similarly. If I remember correctly, the 40 mill USD cost-cutting program was not supposed to be completed before Q2 2026 or similar? I don't quite know what was included in this, I assume much of it was based on ACMI and better routes + cuts in administration. I believe that Eivind Roald will continue with cost-cutting going forward.
- ·5 t sitten✈️ Increases frequency (more weekly departures) An article from Thaifeber shows that Norse is significantly increasing capacity to Asia: Oslo–Bangkok increases to 4 times weekly Stockholm–Bangkok increases to 4 times weekly 👉 This is close to what you refer to (5 times), but documented in sources as 4 weekly departures as of now. 📈 Strategy: increases capacity where demand is high Flysmart24 writes that Norse: Has almost full planes Continues to focus on Thailand and Asia Will adjust routes and frequencies according to demand 👉 This supports that frequencies (such as 4–5 weekly) are part of a dynamic strategy. 🚀 Strong growth and more departures overall According to Finansavisen: Passenger numbers are increasing sharply into 2026 Increased production and more flights overall Teknisk Ukeblad reports: 1.84 million passengers in 2025 Almost full capacity utilization (96–98%) 👉 This is why they are increasing the number of departures (often to 4–5 per week on popular routes). 🧠 Summary (for your use in presentation) Norse increases frequencies on popular routes (typically 4+ weekly) Focus shifts towards Asia (Bangkok/Phuket) The strategy is: high demand flexible route plan more departures where the market is strong·3 t sittenUse AI as a logical supplement, but be aware that AI has many logical flaws. The situation now is much more complex, and AI cannot foresee the coming months.
- ·5 t sittenGood numbers like last month will drive this up some kr.
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
Euronext Expand Oslo
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 5 300 | - | - | ||
| 3 700 | - | - | ||
| 47 | - | - | ||
| 11 450 | - | - | ||
| 3 900 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 21.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 26.11.2025 | ||
2025 Q2 -tulosraportti 19.8.2025 | ||
2025 Q1 -tulosraportti 21.5.2025 | ||
2024 Q4 -tulosraportti 26.2.2025 |
2025 Q4 -tulosraportti
42 päivää sitten
‧24 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 21.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 26.11.2025 | ||
2025 Q2 -tulosraportti 19.8.2025 | ||
2025 Q1 -tulosraportti 21.5.2025 | ||
2024 Q4 -tulosraportti 26.2.2025 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·4 t sittenWill be fun tomorrow·47 min sittenI get it from Norse·14 min sittenYou should take a pill. You can't possibly be completely normal.
- ·5 t sittenHere are my 2 cents on q1 and q2. Based on more than a doubling of fuel for the entire q2, average LF reduced to 92%, and average price per ticket adjusted up to 575usd/pax (455 q1). Nothing done with cargo revenue. An important thing many don't think about is: there are millions of people who couldn't care less about politics, oil prices and more, and who will travel regardless, AND who only look at price. When prices at most airlines consequently go up, it's all the easier to choose the cheapest alternative (hint: Norse), which also adjusts prices well upwards, but is still the cheapest. Disclaimer: I'm wrong all the time, but this is my rationale.·3 t sittenAgree with your rationale that when everything gets more expensive, one chooses the cheapest alternative. We have seen this in grocery stores in recent years, EMV has seen a big upswing, Holdbart has expanded and grown tremendously. People become more inclined to choose cheaper (but still quite good) alternatives when prices rise rapidly. The question is perhaps whether Eivind Roald's hunt for margins will make Norse a bit more expensive or on par with the cheapest competitors? I don't know, just a hypothetical question. I have changed my case for Norse from "making good money in 2026" to "making good money in 2027 and beyond". If they eventually have to do another small emission in the meantime, I can live with that. One can buy Norse at a valuation of around 700 million kr now. I don't think the Iran war will end in complete catastrophe, as talks are starting to develop. I can be honest that I don't make estimates on companies myself; it's a lot of mental math and intuition for me. Therefore, I have no comments on your estimates, but they are probably not very far from the truth.·2 t sittenEarly on, there were signals that this could become quite brutal, so it made sense to sell off. Now it has become brutal, but it doesn't seem like it will become much more brutal, at the same time as the price has fallen a lot. The stock market is risk/reward, it seems we think quite similarly. If I remember correctly, the 40 mill USD cost-cutting program was not supposed to be completed before Q2 2026 or similar? I don't quite know what was included in this, I assume much of it was based on ACMI and better routes + cuts in administration. I believe that Eivind Roald will continue with cost-cutting going forward.
- ·5 t sitten✈️ Increases frequency (more weekly departures) An article from Thaifeber shows that Norse is significantly increasing capacity to Asia: Oslo–Bangkok increases to 4 times weekly Stockholm–Bangkok increases to 4 times weekly 👉 This is close to what you refer to (5 times), but documented in sources as 4 weekly departures as of now. 📈 Strategy: increases capacity where demand is high Flysmart24 writes that Norse: Has almost full planes Continues to focus on Thailand and Asia Will adjust routes and frequencies according to demand 👉 This supports that frequencies (such as 4–5 weekly) are part of a dynamic strategy. 🚀 Strong growth and more departures overall According to Finansavisen: Passenger numbers are increasing sharply into 2026 Increased production and more flights overall Teknisk Ukeblad reports: 1.84 million passengers in 2025 Almost full capacity utilization (96–98%) 👉 This is why they are increasing the number of departures (often to 4–5 per week on popular routes). 🧠 Summary (for your use in presentation) Norse increases frequencies on popular routes (typically 4+ weekly) Focus shifts towards Asia (Bangkok/Phuket) The strategy is: high demand flexible route plan more departures where the market is strong·3 t sittenUse AI as a logical supplement, but be aware that AI has many logical flaws. The situation now is much more complex, and AI cannot foresee the coming months.
- ·5 t sittenGood numbers like last month will drive this up some kr.
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
Euronext Expand Oslo
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 5 300 | - | - | ||
| 3 700 | - | - | ||
| 47 | - | - | ||
| 11 450 | - | - | ||
| 3 900 | - | - |
Välittäjätilasto
Dataa ei löytynyt