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 Q1 -tulosraportti 6.5.

Menneet tapahtumat
2025 Q4 -tulosraportti 25.2.
2025 Q3 -tulosraportti 5.11.2025
2025 Q2 -tulosraportti 27.8.2025
2025 Q1 -tulosraportti 7.5.2025
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

lazze2025
1 päivä sitten
·
lazze2025
1 päivä sitten
·
Who is selling?
lasse1635
13.4.
·
lasse1635
13.4.
·
Do you know over a share buyback program ALWAYS makes the stock rise?
Rulletrappe
17.4. · Muokattu
·
Rulletrappe
17.4. · Muokattu
·
Ejgil, for example, Ericson reports today that they are buying and cancelling approx 2% of their shares. This means that the same value and future growth will be distributed among 98% as many shares for all time going forward. https://www.euroinvestor.dk/nyheder/ericsson-koeber-aktier-tilbage-for-milliarder@
AndersFJ
11.4.
·
AndersFJ
11.4.
·
While we wait… While Q1 in the Danish banking market in isolation has been quite undramatic, the same period on the geopolitical scene has been the exact opposite. Therefore, most of us have probably also experienced larger ripples in our portfolios than what has been pleasant. And uncertainty will probably be a loyal companion for a while yet. The cherished hope is that reason prevails – if not sooner, then at least in connection with the midterm elections in the USA. It is precisely in these tumultuous periods that the advantage of being a long-term investor shows itself. And I see nothing that – yet – impacts the banks' earnings. Interest rate expectations have shifted a bit – but only in an upward direction as a result of rising inflation. It is only if we start to see entire industries having supply problems, which further down the road can result in losses for the banks, that I will begin to reconsider my clear overweight in banks. We are – in my layman's assessment – far from that yet. But it will be interesting to see if some of the banks in the Q1 quarterly report feel tempted to further increase the discretionary loss buffer. Or if they merely reallocate the existing buffer for the 117th time – this time to “uncertainty regarding the situation in Iran”. Believe me, I am an advocate for a degree of prudence in business management, but in some places, we are starting to approach a level where directors find it hard not to describe the basis for the estimate without smiling. In my world, there will always be risks associated with ordinary operations – and loss provisions on actual loans should reflect that. In my work as an auditor, across all sorts of industries, I have had discussions with various CFOs and CEOs about loss provisions on debtors, which for banks would correspond to loan losses. It is always entertaining to have these discussions when both parties know well that it is one of the items in the financial statements best suited to adjust the annual result with. I do not suspect Danish banks of earnings management – I just hope that the estimated provision has soon reached a level where there is no need to do more. I boldly begin this post by saying that the quarter has been undramatic. This is naturally not how it has been experienced by the employees in the Danish banks who have been affected by the layoffs that were announced and implemented in the quarter. Nevertheless, it is precisely this moment that, for me as an investor, is most crucial in the remainder of 2026: Will we already in the 2026 quarterly reports be able to see the efficiency gains via AI materialize in costs? I am not so naive as to expect to see anything noticeable already in the first half-year – but at the slightest indication that further down the road there could be a 5-10-15% efficiency gain to be had, then we are in a scenario where banks, in my view, need to be repriced – significantly so. So when the first banks later this month publish the results for Q1, the first figure I will look at is operating costs compared to previous periods. The large banks will naturally be the first to move on this agenda – and my expectation/hope is that we, without a magnifying glass, can trace a little already in the Q3 quarterly report. My strength as an investor, however, is patience, so if we have to wait a couple more quarters, it will be fine. Then I will just have to settle for the 10% return on my investment in the meantime… Happy earnings season out there! I would actually have stopped the post here, but from time to time I receive inquiries from you, friends, or colleagues about my current favorite investment, so I can perhaps preempt some of these inquiries by being transparent about my Top 5: 1. Jyske Bank 2. SJF Bank (could something interesting be brewing?) 3. Kreditbanken (how long can it go under the radar?) 4. Dansk Bank 5. AL Sydbank
DetDonny
19.4.
·
DetDonny
19.4.
·
Once again for a great in-depth answer. It is a pleasure to read. I would not sell the entire AL pool, just what had been generated as profit on the original, so it would free up a little extra money (in this case, not a large amount, of course), which I would then invest in Jyske, for example. I am 42 and invest long-term. Don't really understand stocks, have just started.
rlasse
31.3.
·
rlasse
31.3.
·
Difficult to analyze AL Sydbank currently after the merger of Sydbank, Arbejdernes Landsbank, and Vestjysk Bank as the consolidated figures are not easily available in analysis tools, must be found in the annual report. AL Sydbank has an ROE of 12,1% and P/B is 1,81. This is very expensive, so I have sold my shares in Sydbank and bought other Danish banks. | Metric | Value | | --------------- | ----- | | ROE | 11.3% | | ROE (tangible) | 12.1% | | P/B | 1.37 | | P/Tangible book | 1.81 |
lasse1635
13.4.
·
lasse1635
13.4.
·
1. How is ROE understood together with P/B that makes it expensive? 2. Which other banks have you bought?
somvindenblæser
29.3.
·
somvindenblæser
29.3.
·
What does the forum think about this bank stock, good dividend and reasonably priced?
malte11
30.3.
·
malte11
30.3.
·
According to the price targets, there is great potential, but there is general uncertainty in the markets.

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.

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Tuotteita joiden kohde-etuutena tämä arvopaperi

2025 Q4 -tulosraportti

Vain PDF

59 päivää sitten

25,00 DKK/osake

Viimeisin osinko

4,62%Tuotto/v

Uutiset

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Shareville

Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.

Kirjaudu

lazze2025
1 päivä sitten
·
lazze2025
1 päivä sitten
·
Who is selling?
lasse1635
13.4.
·
lasse1635
13.4.
·
Do you know over a share buyback program ALWAYS makes the stock rise?
Rulletrappe
17.4. · Muokattu
·
Rulletrappe
17.4. · Muokattu
·
Ejgil, for example, Ericson reports today that they are buying and cancelling approx 2% of their shares. This means that the same value and future growth will be distributed among 98% as many shares for all time going forward. https://www.euroinvestor.dk/nyheder/ericsson-koeber-aktier-tilbage-for-milliarder@
AndersFJ
11.4.
·
AndersFJ
11.4.
·
While we wait… While Q1 in the Danish banking market in isolation has been quite undramatic, the same period on the geopolitical scene has been the exact opposite. Therefore, most of us have probably also experienced larger ripples in our portfolios than what has been pleasant. And uncertainty will probably be a loyal companion for a while yet. The cherished hope is that reason prevails – if not sooner, then at least in connection with the midterm elections in the USA. It is precisely in these tumultuous periods that the advantage of being a long-term investor shows itself. And I see nothing that – yet – impacts the banks' earnings. Interest rate expectations have shifted a bit – but only in an upward direction as a result of rising inflation. It is only if we start to see entire industries having supply problems, which further down the road can result in losses for the banks, that I will begin to reconsider my clear overweight in banks. We are – in my layman's assessment – far from that yet. But it will be interesting to see if some of the banks in the Q1 quarterly report feel tempted to further increase the discretionary loss buffer. Or if they merely reallocate the existing buffer for the 117th time – this time to “uncertainty regarding the situation in Iran”. Believe me, I am an advocate for a degree of prudence in business management, but in some places, we are starting to approach a level where directors find it hard not to describe the basis for the estimate without smiling. In my world, there will always be risks associated with ordinary operations – and loss provisions on actual loans should reflect that. In my work as an auditor, across all sorts of industries, I have had discussions with various CFOs and CEOs about loss provisions on debtors, which for banks would correspond to loan losses. It is always entertaining to have these discussions when both parties know well that it is one of the items in the financial statements best suited to adjust the annual result with. I do not suspect Danish banks of earnings management – I just hope that the estimated provision has soon reached a level where there is no need to do more. I boldly begin this post by saying that the quarter has been undramatic. This is naturally not how it has been experienced by the employees in the Danish banks who have been affected by the layoffs that were announced and implemented in the quarter. Nevertheless, it is precisely this moment that, for me as an investor, is most crucial in the remainder of 2026: Will we already in the 2026 quarterly reports be able to see the efficiency gains via AI materialize in costs? I am not so naive as to expect to see anything noticeable already in the first half-year – but at the slightest indication that further down the road there could be a 5-10-15% efficiency gain to be had, then we are in a scenario where banks, in my view, need to be repriced – significantly so. So when the first banks later this month publish the results for Q1, the first figure I will look at is operating costs compared to previous periods. The large banks will naturally be the first to move on this agenda – and my expectation/hope is that we, without a magnifying glass, can trace a little already in the Q3 quarterly report. My strength as an investor, however, is patience, so if we have to wait a couple more quarters, it will be fine. Then I will just have to settle for the 10% return on my investment in the meantime… Happy earnings season out there! I would actually have stopped the post here, but from time to time I receive inquiries from you, friends, or colleagues about my current favorite investment, so I can perhaps preempt some of these inquiries by being transparent about my Top 5: 1. Jyske Bank 2. SJF Bank (could something interesting be brewing?) 3. Kreditbanken (how long can it go under the radar?) 4. Dansk Bank 5. AL Sydbank
DetDonny
19.4.
·
DetDonny
19.4.
·
Once again for a great in-depth answer. It is a pleasure to read. I would not sell the entire AL pool, just what had been generated as profit on the original, so it would free up a little extra money (in this case, not a large amount, of course), which I would then invest in Jyske, for example. I am 42 and invest long-term. Don't really understand stocks, have just started.
rlasse
31.3.
·
rlasse
31.3.
·
Difficult to analyze AL Sydbank currently after the merger of Sydbank, Arbejdernes Landsbank, and Vestjysk Bank as the consolidated figures are not easily available in analysis tools, must be found in the annual report. AL Sydbank has an ROE of 12,1% and P/B is 1,81. This is very expensive, so I have sold my shares in Sydbank and bought other Danish banks. | Metric | Value | | --------------- | ----- | | ROE | 11.3% | | ROE (tangible) | 12.1% | | P/B | 1.37 | | P/Tangible book | 1.81 |
lasse1635
13.4.
·
lasse1635
13.4.
·
1. How is ROE understood together with P/B that makes it expensive? 2. Which other banks have you bought?
somvindenblæser
29.3.
·
somvindenblæser
29.3.
·
What does the forum think about this bank stock, good dividend and reasonably priced?
malte11
30.3.
·
malte11
30.3.
·
According to the price targets, there is great potential, but there is general uncertainty in the markets.