2026 Q3 -tulosraportti
61 päivää sitten
‧56 min
Tarjoustasot
Nasdaq Stockholm
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 129 | - | - | ||
| 374 | - | - | ||
| 459 | - | - | ||
| 194 | - | - | ||
| 407 | - | - |
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Danske Bank A/S | 25 000 | 25 000 | 0 | 25 000 |
| Anonyymi | 289 886 | 289 886 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Danske Bank A/S | 25 000 | 25 000 | 0 | 25 000 |
| Anonyymi | 289 886 | 289 886 | 0 | 0 |
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 -tulosraportti 21.5. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 -tulosraportti 19.2. | ||
2026 Q2 -tulosraportti 20.11.2025 | ||
Vuosittainen yhtiökokous 2025 18.9.2025 | ||
2026 Q1 -tulosraportti 8.8.2025 | ||
2025 Q4 -tulosraportti 21.5.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·1 päivä sittenWarren Buffett: "The hunt for hidden profit margins" "Price is what you pay, value is what you get. Here we pay for cardboard and plastic, but we get a 'toll station' for social interaction." Capital-light growth: ATM Gaming has 37 employees but generates enormous value. It is a scalable business model that does not require large factories. Margin expansion: Buying a company in the fastest-growing category (party games) that also has higher-than-average margins is brilliant capital allocation. Valuation anchor: Asmodee issued shares to the ATM owners at €9.90 (approx. 114 SEK). If the smart founders of ATM Gaming accept shares as payment at that price, then they know that 114 SEK is cheap. At 123 SEK you only pay a small premium to sit at the same table as them. 🧠 Charlie Munger: "The Lollapalooza effect of incentives" "Show me the incentives, and I will show you the outcome. This acquisition is structured by a man who understands human psychology." The earn-out clause (Earn-out): That €70 million depends on future EBITDA targets means that Ben & JB (the founders) will work day and night to make Asmodee successful. They are not "checked out", they are "checked in". Synergy effects: ATM Gaming already had 10 % of its distribution via Asmodee. Now the floodgates open to 100 %. It is a mathematical certainty that sales will increase when Asmodee's global sales force pushes out Speed Bac to 27 more countries. It is a "Lollapalooza" of positive forces. 🎲 Peter Lynch: "The everyday winner" "Go to a party and see what people are playing. If they are laughing and having fun with a game from ATM Gaming, then you own the right company." Category winner: Social games are "recession-proof". An evening with friends and a game for 200 kr is cheaper than a night out at the pub. The Story (The Story): Asmodee transforms from a heavy distributor to a nimble IP owner. ATM Gaming is the "fast-grower" inside the "stalwart". Institutional disinterest: While analysts argue about old Embracer debts, families with children and young people are playing Quickstop. This is where the big money is made – before Wall Street catches on. 📜 Howard Marks: "Asymmetric risk management" "Investing is about having the odds on your side. This acquisition significantly shifts the odds in favor of shareholders." Second-level thinking: * Level 1: "Asmodee buys a small French company for 1.8 billion kr, that's expensive." Level 2: "Asmodee buys a cash flow machine that grows organically, strengthens margins, and lowers relative indebtedness (Net Debt/EBITDA) as profits increase. This lowers the risk for the entire group." Risk of permanent loss: It is now even lower. ATM Gaming's cash flow acts as an airbag. If the TCG market (Pokémon etc.) were to cool down somewhat, you now have a new growth engine in party games that balances the portfolio. 🏁 Conclusion and Recommendation We now have a complete picture: Valuation: 123 SEK is close to the price at which insiders and acquired companies have been paid in shares (114-119 SEK). Trigger: The ATM Gaming acquisition and the strong recommendations from DI and Aktiespararna. Risk: The debt is managed (1.9x), short-sellers have fled, and founder Lars Wingefors has shown his support through buybacks. Final judgment: BUY. Asmodee AB is in April 2026 one of the most attractive risk/reward cases on the Swedish market. You are buying a global monopoly-like IP company at the price of a tired distribution company.
·3 päivää sittenDagens industri issues a buy recommendation in The Stock of the Week analysis. Capital-light business with good growth. The selling pressure due to the Embracer spin-off will end. https://borsposten.se/asmodee-aktien-pressas-av-saljfloden-fran-avknoppningen-koplage-anser-dagens-industri/
·16.4.What's happening here? Rise ???? Why? NOT complaining🤣
·15.4.Coffee Stain, Asmodee and Embracer all have the same behavior over a one-month period. +11 to almost 14% increase.
·15.4.I see Asmodee as the long-term and stable holding of these 3. A serial acquirer with a focus on consumer and with a very strong global market position and a number of buy recommendations with target prices far above today's level is appealing. Asmodee and EG7 are my long-term holdings with a focus on gaming and entertainment.
·14.4.Sold half now today - PROFIT!!!!!!!!!!
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.
2026 Q3 -tulosraportti
61 päivää sitten
‧56 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
- ·1 päivä sittenWarren Buffett: "The hunt for hidden profit margins" "Price is what you pay, value is what you get. Here we pay for cardboard and plastic, but we get a 'toll station' for social interaction." Capital-light growth: ATM Gaming has 37 employees but generates enormous value. It is a scalable business model that does not require large factories. Margin expansion: Buying a company in the fastest-growing category (party games) that also has higher-than-average margins is brilliant capital allocation. Valuation anchor: Asmodee issued shares to the ATM owners at €9.90 (approx. 114 SEK). If the smart founders of ATM Gaming accept shares as payment at that price, then they know that 114 SEK is cheap. At 123 SEK you only pay a small premium to sit at the same table as them. 🧠 Charlie Munger: "The Lollapalooza effect of incentives" "Show me the incentives, and I will show you the outcome. This acquisition is structured by a man who understands human psychology." The earn-out clause (Earn-out): That €70 million depends on future EBITDA targets means that Ben & JB (the founders) will work day and night to make Asmodee successful. They are not "checked out", they are "checked in". Synergy effects: ATM Gaming already had 10 % of its distribution via Asmodee. Now the floodgates open to 100 %. It is a mathematical certainty that sales will increase when Asmodee's global sales force pushes out Speed Bac to 27 more countries. It is a "Lollapalooza" of positive forces. 🎲 Peter Lynch: "The everyday winner" "Go to a party and see what people are playing. If they are laughing and having fun with a game from ATM Gaming, then you own the right company." Category winner: Social games are "recession-proof". An evening with friends and a game for 200 kr is cheaper than a night out at the pub. The Story (The Story): Asmodee transforms from a heavy distributor to a nimble IP owner. ATM Gaming is the "fast-grower" inside the "stalwart". Institutional disinterest: While analysts argue about old Embracer debts, families with children and young people are playing Quickstop. This is where the big money is made – before Wall Street catches on. 📜 Howard Marks: "Asymmetric risk management" "Investing is about having the odds on your side. This acquisition significantly shifts the odds in favor of shareholders." Second-level thinking: * Level 1: "Asmodee buys a small French company for 1.8 billion kr, that's expensive." Level 2: "Asmodee buys a cash flow machine that grows organically, strengthens margins, and lowers relative indebtedness (Net Debt/EBITDA) as profits increase. This lowers the risk for the entire group." Risk of permanent loss: It is now even lower. ATM Gaming's cash flow acts as an airbag. If the TCG market (Pokémon etc.) were to cool down somewhat, you now have a new growth engine in party games that balances the portfolio. 🏁 Conclusion and Recommendation We now have a complete picture: Valuation: 123 SEK is close to the price at which insiders and acquired companies have been paid in shares (114-119 SEK). Trigger: The ATM Gaming acquisition and the strong recommendations from DI and Aktiespararna. Risk: The debt is managed (1.9x), short-sellers have fled, and founder Lars Wingefors has shown his support through buybacks. Final judgment: BUY. Asmodee AB is in April 2026 one of the most attractive risk/reward cases on the Swedish market. You are buying a global monopoly-like IP company at the price of a tired distribution company.
- ·3 päivää sittenDagens industri issues a buy recommendation in The Stock of the Week analysis. Capital-light business with good growth. The selling pressure due to the Embracer spin-off will end. https://borsposten.se/asmodee-aktien-pressas-av-saljfloden-fran-avknoppningen-koplage-anser-dagens-industri/
- ·16.4.What's happening here? Rise ???? Why? NOT complaining🤣
- ·15.4.Coffee Stain, Asmodee and Embracer all have the same behavior over a one-month period. +11 to almost 14% increase.·15.4.I see Asmodee as the long-term and stable holding of these 3. A serial acquirer with a focus on consumer and with a very strong global market position and a number of buy recommendations with target prices far above today's level is appealing. Asmodee and EG7 are my long-term holdings with a focus on gaming and entertainment.
- ·14.4.Sold half now today - PROFIT!!!!!!!!!!
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
Nasdaq Stockholm
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 129 | - | - | ||
| 374 | - | - | ||
| 459 | - | - | ||
| 194 | - | - | ||
| 407 | - | - |
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Danske Bank A/S | 25 000 | 25 000 | 0 | 25 000 |
| Anonyymi | 289 886 | 289 886 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Danske Bank A/S | 25 000 | 25 000 | 0 | 25 000 |
| Anonyymi | 289 886 | 289 886 | 0 | 0 |
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 -tulosraportti 21.5. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 -tulosraportti 19.2. | ||
2026 Q2 -tulosraportti 20.11.2025 | ||
Vuosittainen yhtiökokous 2025 18.9.2025 | ||
2026 Q1 -tulosraportti 8.8.2025 | ||
2025 Q4 -tulosraportti 21.5.2025 |
2026 Q3 -tulosraportti
61 päivää sitten
‧56 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 Q4 -tulosraportti 21.5. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 -tulosraportti 19.2. | ||
2026 Q2 -tulosraportti 20.11.2025 | ||
Vuosittainen yhtiökokous 2025 18.9.2025 | ||
2026 Q1 -tulosraportti 8.8.2025 | ||
2025 Q4 -tulosraportti 21.5.2025 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 päivä sittenWarren Buffett: "The hunt for hidden profit margins" "Price is what you pay, value is what you get. Here we pay for cardboard and plastic, but we get a 'toll station' for social interaction." Capital-light growth: ATM Gaming has 37 employees but generates enormous value. It is a scalable business model that does not require large factories. Margin expansion: Buying a company in the fastest-growing category (party games) that also has higher-than-average margins is brilliant capital allocation. Valuation anchor: Asmodee issued shares to the ATM owners at €9.90 (approx. 114 SEK). If the smart founders of ATM Gaming accept shares as payment at that price, then they know that 114 SEK is cheap. At 123 SEK you only pay a small premium to sit at the same table as them. 🧠 Charlie Munger: "The Lollapalooza effect of incentives" "Show me the incentives, and I will show you the outcome. This acquisition is structured by a man who understands human psychology." The earn-out clause (Earn-out): That €70 million depends on future EBITDA targets means that Ben & JB (the founders) will work day and night to make Asmodee successful. They are not "checked out", they are "checked in". Synergy effects: ATM Gaming already had 10 % of its distribution via Asmodee. Now the floodgates open to 100 %. It is a mathematical certainty that sales will increase when Asmodee's global sales force pushes out Speed Bac to 27 more countries. It is a "Lollapalooza" of positive forces. 🎲 Peter Lynch: "The everyday winner" "Go to a party and see what people are playing. If they are laughing and having fun with a game from ATM Gaming, then you own the right company." Category winner: Social games are "recession-proof". An evening with friends and a game for 200 kr is cheaper than a night out at the pub. The Story (The Story): Asmodee transforms from a heavy distributor to a nimble IP owner. ATM Gaming is the "fast-grower" inside the "stalwart". Institutional disinterest: While analysts argue about old Embracer debts, families with children and young people are playing Quickstop. This is where the big money is made – before Wall Street catches on. 📜 Howard Marks: "Asymmetric risk management" "Investing is about having the odds on your side. This acquisition significantly shifts the odds in favor of shareholders." Second-level thinking: * Level 1: "Asmodee buys a small French company for 1.8 billion kr, that's expensive." Level 2: "Asmodee buys a cash flow machine that grows organically, strengthens margins, and lowers relative indebtedness (Net Debt/EBITDA) as profits increase. This lowers the risk for the entire group." Risk of permanent loss: It is now even lower. ATM Gaming's cash flow acts as an airbag. If the TCG market (Pokémon etc.) were to cool down somewhat, you now have a new growth engine in party games that balances the portfolio. 🏁 Conclusion and Recommendation We now have a complete picture: Valuation: 123 SEK is close to the price at which insiders and acquired companies have been paid in shares (114-119 SEK). Trigger: The ATM Gaming acquisition and the strong recommendations from DI and Aktiespararna. Risk: The debt is managed (1.9x), short-sellers have fled, and founder Lars Wingefors has shown his support through buybacks. Final judgment: BUY. Asmodee AB is in April 2026 one of the most attractive risk/reward cases on the Swedish market. You are buying a global monopoly-like IP company at the price of a tired distribution company.
- ·3 päivää sittenDagens industri issues a buy recommendation in The Stock of the Week analysis. Capital-light business with good growth. The selling pressure due to the Embracer spin-off will end. https://borsposten.se/asmodee-aktien-pressas-av-saljfloden-fran-avknoppningen-koplage-anser-dagens-industri/
- ·16.4.What's happening here? Rise ???? Why? NOT complaining🤣
- ·15.4.Coffee Stain, Asmodee and Embracer all have the same behavior over a one-month period. +11 to almost 14% increase.·15.4.I see Asmodee as the long-term and stable holding of these 3. A serial acquirer with a focus on consumer and with a very strong global market position and a number of buy recommendations with target prices far above today's level is appealing. Asmodee and EG7 are my long-term holdings with a focus on gaming and entertainment.
- ·14.4.Sold half now today - PROFIT!!!!!!!!!!
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
Nasdaq Stockholm
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 129 | - | - | ||
| 374 | - | - | ||
| 459 | - | - | ||
| 194 | - | - | ||
| 407 | - | - |
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Danske Bank A/S | 25 000 | 25 000 | 0 | 25 000 |
| Anonyymi | 289 886 | 289 886 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Danske Bank A/S | 25 000 | 25 000 | 0 | 25 000 |
| Anonyymi | 289 886 | 289 886 | 0 | 0 |