2026 Q2 -tulosraportti
72 päivää sitten
‧22 min
0,74 SEK/osake
Viimeisin osinko
4,43%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 283 | - | - | ||
| 473 | - | - | ||
| 162 | - | - | ||
| 384 | - | - | ||
| 206 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 9.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 3.7. | ||
2026 Q1 -tulosraportti 10.4. | ||
2025 Q4 -tulosraportti 30.1. | ||
2025 Q3 -tulosraportti 10.10.2025 | ||
2025 Q2 -tulosraportti 4.7.2025 |
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
·5.9. · MuokattuThe discount in Atrium Ljungberg has increased to approx. 53 % against book values. The most important thing since May is that the value creation drivers have become clearer. The Ericsson agreement in Hagastaden is a good example: 6.2 bn. in investment, 15-year lease agreements and annual rental income of 360–375 m. Castellum's sale to Alecta at around 12 % above book value also provides an interesting external reference for Atrium's own Hagastaden portfolio of approx 7–8 bn. Swedish housing policy has simultaneously become more lenient with a higher mortgage limit and removed extra amortization requirements. This can over time increase the value of Atrium's housing and development rights in Stockholm. The company generates solid ongoing earnings from existing properties. In Q2, net operating income was around 535 m., while the management result landed at 320 m. This corresponds to around 1.3 bn. on an annual basis. That the free cash flow after investments looks weak on paper is largely due to significant funds being reinvested in the project portfolio. The balance sheet is solid with a loan-to-value ratio of 43.8 %, 97 % interest-hedged debt and good liquidity. The insider purchases also strengthen the case with significant purchases from both Chairman Johan Ljungberg and CEO Annica Ånäs. The main risk lies in the office market and the execution of the projects. Nevertheless, the asymmetry is attractive: You pay around half the price of NAV, get around 3 % in direct yield while you wait, and sit on a large development upside. Atrium therefore appears as an even clearer long-term value case than in May. Value creation has become more concrete while the market continues to price the company very conservatively.
·25.8.I'm looking at buying into Ljungberg. It feels like the downside risk should be very low. What do you think?
Also want to buy, but is it worth it? Interest rate hikes around the corner and all stocks in the industry are in a downward trend.- ·16.5. · MuokattuAtrium Ljungberg appears as an attractive long-term investment that is currently trading at a substantial discount of around 46 % against book values. This is not a traditional real estate company but one of the most dominant urban developers in Stockholm, with control over large transformation areas such as Sickla and Slakthusområdet. The company holds a unique land bank and enormous future building rights that are conservatively reflected in the financial statements. The company is developing Stockholm Wood City, which is the world's largest planned wooden urban development project that will accommodate 2 000 homes and 7 000 office spaces. The project is a big step for sustainable urban development and will reduce CO2 emissions and improve residents' health. Today's share price largely seems to reflect today's interest rate and real estate market, while much of the development potential receives limited credit. An important possible catalyst comes towards 2030, when the new subway line to Sickla opens and connects the area much closer to Stockholm city center with an 8 min travel time. Shorter travel time and increased attractiveness can contribute to higher rent levels, stronger demand, and significant value appreciation over time. At the same time, one must be aware that the case is capital-intensive and sensitive to interest rates, financing, and developments in the Swedish real estate market.
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.
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 -tulosraportti
72 päivää sitten
‧22 min
0,74 SEK/osake
Viimeisin osinko
4,43%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
- ·5.9. · MuokattuThe discount in Atrium Ljungberg has increased to approx. 53 % against book values. The most important thing since May is that the value creation drivers have become clearer. The Ericsson agreement in Hagastaden is a good example: 6.2 bn. in investment, 15-year lease agreements and annual rental income of 360–375 m. Castellum's sale to Alecta at around 12 % above book value also provides an interesting external reference for Atrium's own Hagastaden portfolio of approx 7–8 bn. Swedish housing policy has simultaneously become more lenient with a higher mortgage limit and removed extra amortization requirements. This can over time increase the value of Atrium's housing and development rights in Stockholm. The company generates solid ongoing earnings from existing properties. In Q2, net operating income was around 535 m., while the management result landed at 320 m. This corresponds to around 1.3 bn. on an annual basis. That the free cash flow after investments looks weak on paper is largely due to significant funds being reinvested in the project portfolio. The balance sheet is solid with a loan-to-value ratio of 43.8 %, 97 % interest-hedged debt and good liquidity. The insider purchases also strengthen the case with significant purchases from both Chairman Johan Ljungberg and CEO Annica Ånäs. The main risk lies in the office market and the execution of the projects. Nevertheless, the asymmetry is attractive: You pay around half the price of NAV, get around 3 % in direct yield while you wait, and sit on a large development upside. Atrium therefore appears as an even clearer long-term value case than in May. Value creation has become more concrete while the market continues to price the company very conservatively.
- ·25.8.I'm looking at buying into Ljungberg. It feels like the downside risk should be very low. What do you think?Also want to buy, but is it worth it? Interest rate hikes around the corner and all stocks in the industry are in a downward trend.
- ·16.5. · MuokattuAtrium Ljungberg appears as an attractive long-term investment that is currently trading at a substantial discount of around 46 % against book values. This is not a traditional real estate company but one of the most dominant urban developers in Stockholm, with control over large transformation areas such as Sickla and Slakthusområdet. The company holds a unique land bank and enormous future building rights that are conservatively reflected in the financial statements. The company is developing Stockholm Wood City, which is the world's largest planned wooden urban development project that will accommodate 2 000 homes and 7 000 office spaces. The project is a big step for sustainable urban development and will reduce CO2 emissions and improve residents' health. Today's share price largely seems to reflect today's interest rate and real estate market, while much of the development potential receives limited credit. An important possible catalyst comes towards 2030, when the new subway line to Sickla opens and connects the area much closer to Stockholm city center with an 8 min travel time. Shorter travel time and increased attractiveness can contribute to higher rent levels, stronger demand, and significant value appreciation over time. At the same time, one must be aware that the case is capital-intensive and sensitive to interest rates, financing, and developments in the Swedish real estate market.
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 |
|---|---|---|---|---|
| 283 | - | - | ||
| 473 | - | - | ||
| 162 | - | - | ||
| 384 | - | - | ||
| 206 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 9.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 3.7. | ||
2026 Q1 -tulosraportti 10.4. | ||
2025 Q4 -tulosraportti 30.1. | ||
2025 Q3 -tulosraportti 10.10.2025 | ||
2025 Q2 -tulosraportti 4.7.2025 |
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 -tulosraportti
72 päivää sitten
‧22 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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 9.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 3.7. | ||
2026 Q1 -tulosraportti 10.4. | ||
2025 Q4 -tulosraportti 30.1. | ||
2025 Q3 -tulosraportti 10.10.2025 | ||
2025 Q2 -tulosraportti 4.7.2025 |
0,74 SEK/osake
Viimeisin osinko
4,43%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·5.9. · MuokattuThe discount in Atrium Ljungberg has increased to approx. 53 % against book values. The most important thing since May is that the value creation drivers have become clearer. The Ericsson agreement in Hagastaden is a good example: 6.2 bn. in investment, 15-year lease agreements and annual rental income of 360–375 m. Castellum's sale to Alecta at around 12 % above book value also provides an interesting external reference for Atrium's own Hagastaden portfolio of approx 7–8 bn. Swedish housing policy has simultaneously become more lenient with a higher mortgage limit and removed extra amortization requirements. This can over time increase the value of Atrium's housing and development rights in Stockholm. The company generates solid ongoing earnings from existing properties. In Q2, net operating income was around 535 m., while the management result landed at 320 m. This corresponds to around 1.3 bn. on an annual basis. That the free cash flow after investments looks weak on paper is largely due to significant funds being reinvested in the project portfolio. The balance sheet is solid with a loan-to-value ratio of 43.8 %, 97 % interest-hedged debt and good liquidity. The insider purchases also strengthen the case with significant purchases from both Chairman Johan Ljungberg and CEO Annica Ånäs. The main risk lies in the office market and the execution of the projects. Nevertheless, the asymmetry is attractive: You pay around half the price of NAV, get around 3 % in direct yield while you wait, and sit on a large development upside. Atrium therefore appears as an even clearer long-term value case than in May. Value creation has become more concrete while the market continues to price the company very conservatively.
- ·25.8.I'm looking at buying into Ljungberg. It feels like the downside risk should be very low. What do you think?Also want to buy, but is it worth it? Interest rate hikes around the corner and all stocks in the industry are in a downward trend.
- ·16.5. · MuokattuAtrium Ljungberg appears as an attractive long-term investment that is currently trading at a substantial discount of around 46 % against book values. This is not a traditional real estate company but one of the most dominant urban developers in Stockholm, with control over large transformation areas such as Sickla and Slakthusområdet. The company holds a unique land bank and enormous future building rights that are conservatively reflected in the financial statements. The company is developing Stockholm Wood City, which is the world's largest planned wooden urban development project that will accommodate 2 000 homes and 7 000 office spaces. The project is a big step for sustainable urban development and will reduce CO2 emissions and improve residents' health. Today's share price largely seems to reflect today's interest rate and real estate market, while much of the development potential receives limited credit. An important possible catalyst comes towards 2030, when the new subway line to Sickla opens and connects the area much closer to Stockholm city center with an 8 min travel time. Shorter travel time and increased attractiveness can contribute to higher rent levels, stronger demand, and significant value appreciation over time. At the same time, one must be aware that the case is capital-intensive and sensitive to interest rates, financing, and developments in the Swedish real estate market.
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 |
|---|---|---|---|---|
| 283 | - | - | ||
| 473 | - | - | ||
| 162 | - | - | ||
| 384 | - | - | ||
| 206 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt