2026 Q1 -tulosraportti
Vain PDF
15 päivää sitten
5 748,9643 NOK/osake
Viimeisin osinko
0,00%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 105 | - | - | ||
| 100 | - | - | ||
| 150 | - | - | ||
| 102 | - | - | ||
| 5 | - | - |
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 Q2 -tulosraportti 28.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 28.5. | ||
2025 Q4 -tulosraportti 30.4. | ||
2025 Q2 -tulosraportti 13.8.2025 | ||
2024 Q4 -tulosraportti 28.3.2025 | ||
2024 Q3 -tulosraportti 31.10.2024 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
·1.6.I chose to sell out today, after closer inspection showed that the upside is less attractive than I initially thought. Good luck to those who are long-term investors. For me, this was just a gamble on a quick repricing anyway. Many thanks to those who contributed with constructive and clarifying discussion input!
·4.6.In the prospectus, the offer price to the public was set at 25 kroner for BINT with an implicit discount of 24% of NAV. NAV was set at approx 3.5 billion by the end of February 2026. One can discuss this valuation, but the facilitators (Danske, DNB Carnegie, SB1) have their reputation to uphold, so it was hardly a complete miss. Since then, BEWi's share price has increased, which is also indicated by comparing the presentations from April with the one that came with q1. It appears here that Consolidated GAV has increased from 5.3 billion to closer to 5.8 billion. The presentation also shows that GAV is distributed as follows; Industrials 47%, Seafood 48% and Real Estate 5%. The value of Seafood is thus assessed approximately the same as the asset in BEWi.·4.6.No. But I can add that if you mean total (net?) debt is 1.9 bn and the company itself states that GAV (Gross Asset Value) is 5.8, then NAV can probably be "calculated" from this to approx 3.9 bn.
·30.5.The asset in BEWI ASA amounts to approx. 22 kr per BINT share. At the same time, one is currently paying 26-27 kr per BINT share. Does anyone know how much debt BINT has per share? As far as I can see from the annual report for 2025, "old" BEWI Invest" had a total debt of 1.9 billion NOK. That corresponds to 18 kr per share. If the value of the assets, which mainly is about half of BEWI ASA, indirect ownership of 31% of Sinkaberg AS plus some real estate and other minor assets MINUS the company's debt, suggests that this "mini" conglomerate is priced at a significant discount to underlying values, I (strongly) doubt it. Is anyone convinced of the opposite and can substantiate it with a calculation?·30.5.Now I have looked at the last two years' annual reports, and you are actually right! It is the use of only consolidated financial statements in the quarterly reports that has been confusing. According to the annual reports (at the very back), the equity in the parent company, BEWI Invest, has been reduced from approx. 4 bn as of 31.12.2024 to approx. 2.5 bn as of 31.12.2025. The value of associated companies has been reduced by 1.2 bn after the sale of Logistea shares, and some of that money (600 mill and 320 mill) has been used to buy back and pay dividends on preference shares.
·28.5.Better result than last year? Nevertheless, the share price is falling. Why?·28.5.The price is falling because some want to sell at these levels. And why that is, you'll almost have to ask them about.. The quarter was probably about as expected, and when "silly hour" is over, I expect the share price to continue repricing towards what the market would call "fair value" for this group. For your information, they have a book equity of 5.7 billion, which corresponds to approx. 55 kroner per share. At the same time, they currently have a market capitalization of nearly 2.7 billion. Do I think the share price will go up towards 55 kroner? By no means, but it belongs closer to 40 than 20.
·27.5.Bewi imvest rises much more today than bewi?·27.5.BEWI Invest is still quite disconnected from the underlying values, so it's not surprising that they are not moving in sync yet. Remember that when BEWI Invest, in connection with the merger into KMCP, was priced at 34,80, BEWI ASA was priced at least 10% lower than today. In that respect, BEWI Invest should not reach the ceiling before around 37 "all else being equal".
·27.5.Repricing underway.
·27.5.Very excited to see how the last half hour of trading will look today, both in terms of volume and price…
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.
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 Q1 -tulosraportti
Vain PDF
15 päivää sitten
5 748,9643 NOK/osake
Viimeisin osinko
0,00%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
- ·1.6.I chose to sell out today, after closer inspection showed that the upside is less attractive than I initially thought. Good luck to those who are long-term investors. For me, this was just a gamble on a quick repricing anyway. Many thanks to those who contributed with constructive and clarifying discussion input!·4.6.In the prospectus, the offer price to the public was set at 25 kroner for BINT with an implicit discount of 24% of NAV. NAV was set at approx 3.5 billion by the end of February 2026. One can discuss this valuation, but the facilitators (Danske, DNB Carnegie, SB1) have their reputation to uphold, so it was hardly a complete miss. Since then, BEWi's share price has increased, which is also indicated by comparing the presentations from April with the one that came with q1. It appears here that Consolidated GAV has increased from 5.3 billion to closer to 5.8 billion. The presentation also shows that GAV is distributed as follows; Industrials 47%, Seafood 48% and Real Estate 5%. The value of Seafood is thus assessed approximately the same as the asset in BEWi.·4.6.No. But I can add that if you mean total (net?) debt is 1.9 bn and the company itself states that GAV (Gross Asset Value) is 5.8, then NAV can probably be "calculated" from this to approx 3.9 bn.
- ·30.5.The asset in BEWI ASA amounts to approx. 22 kr per BINT share. At the same time, one is currently paying 26-27 kr per BINT share. Does anyone know how much debt BINT has per share? As far as I can see from the annual report for 2025, "old" BEWI Invest" had a total debt of 1.9 billion NOK. That corresponds to 18 kr per share. If the value of the assets, which mainly is about half of BEWI ASA, indirect ownership of 31% of Sinkaberg AS plus some real estate and other minor assets MINUS the company's debt, suggests that this "mini" conglomerate is priced at a significant discount to underlying values, I (strongly) doubt it. Is anyone convinced of the opposite and can substantiate it with a calculation?·30.5.Now I have looked at the last two years' annual reports, and you are actually right! It is the use of only consolidated financial statements in the quarterly reports that has been confusing. According to the annual reports (at the very back), the equity in the parent company, BEWI Invest, has been reduced from approx. 4 bn as of 31.12.2024 to approx. 2.5 bn as of 31.12.2025. The value of associated companies has been reduced by 1.2 bn after the sale of Logistea shares, and some of that money (600 mill and 320 mill) has been used to buy back and pay dividends on preference shares.
- ·28.5.Better result than last year? Nevertheless, the share price is falling. Why?·28.5.The price is falling because some want to sell at these levels. And why that is, you'll almost have to ask them about.. The quarter was probably about as expected, and when "silly hour" is over, I expect the share price to continue repricing towards what the market would call "fair value" for this group. For your information, they have a book equity of 5.7 billion, which corresponds to approx. 55 kroner per share. At the same time, they currently have a market capitalization of nearly 2.7 billion. Do I think the share price will go up towards 55 kroner? By no means, but it belongs closer to 40 than 20.
- ·27.5.Bewi imvest rises much more today than bewi?·27.5.BEWI Invest is still quite disconnected from the underlying values, so it's not surprising that they are not moving in sync yet. Remember that when BEWI Invest, in connection with the merger into KMCP, was priced at 34,80, BEWI ASA was priced at least 10% lower than today. In that respect, BEWI Invest should not reach the ceiling before around 37 "all else being equal".
- ·27.5.Repricing underway.·27.5.Very excited to see how the last half hour of trading will look today, both in terms of volume and price…
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 |
|---|---|---|---|---|
| 105 | - | - | ||
| 100 | - | - | ||
| 150 | - | - | ||
| 102 | - | - | ||
| 5 | - | - |
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
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 28.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 28.5. | ||
2025 Q4 -tulosraportti 30.4. | ||
2025 Q2 -tulosraportti 13.8.2025 | ||
2024 Q4 -tulosraportti 28.3.2025 | ||
2024 Q3 -tulosraportti 31.10.2024 |
2026 Q1 -tulosraportti
Vain PDF
15 päivää sitten
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 Q2 -tulosraportti 28.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 28.5. | ||
2025 Q4 -tulosraportti 30.4. | ||
2025 Q2 -tulosraportti 13.8.2025 | ||
2024 Q4 -tulosraportti 28.3.2025 | ||
2024 Q3 -tulosraportti 31.10.2024 |
5 748,9643 NOK/osake
Viimeisin osinko
0,00%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·1.6.I chose to sell out today, after closer inspection showed that the upside is less attractive than I initially thought. Good luck to those who are long-term investors. For me, this was just a gamble on a quick repricing anyway. Many thanks to those who contributed with constructive and clarifying discussion input!·4.6.In the prospectus, the offer price to the public was set at 25 kroner for BINT with an implicit discount of 24% of NAV. NAV was set at approx 3.5 billion by the end of February 2026. One can discuss this valuation, but the facilitators (Danske, DNB Carnegie, SB1) have their reputation to uphold, so it was hardly a complete miss. Since then, BEWi's share price has increased, which is also indicated by comparing the presentations from April with the one that came with q1. It appears here that Consolidated GAV has increased from 5.3 billion to closer to 5.8 billion. The presentation also shows that GAV is distributed as follows; Industrials 47%, Seafood 48% and Real Estate 5%. The value of Seafood is thus assessed approximately the same as the asset in BEWi.·4.6.No. But I can add that if you mean total (net?) debt is 1.9 bn and the company itself states that GAV (Gross Asset Value) is 5.8, then NAV can probably be "calculated" from this to approx 3.9 bn.
- ·30.5.The asset in BEWI ASA amounts to approx. 22 kr per BINT share. At the same time, one is currently paying 26-27 kr per BINT share. Does anyone know how much debt BINT has per share? As far as I can see from the annual report for 2025, "old" BEWI Invest" had a total debt of 1.9 billion NOK. That corresponds to 18 kr per share. If the value of the assets, which mainly is about half of BEWI ASA, indirect ownership of 31% of Sinkaberg AS plus some real estate and other minor assets MINUS the company's debt, suggests that this "mini" conglomerate is priced at a significant discount to underlying values, I (strongly) doubt it. Is anyone convinced of the opposite and can substantiate it with a calculation?·30.5.Now I have looked at the last two years' annual reports, and you are actually right! It is the use of only consolidated financial statements in the quarterly reports that has been confusing. According to the annual reports (at the very back), the equity in the parent company, BEWI Invest, has been reduced from approx. 4 bn as of 31.12.2024 to approx. 2.5 bn as of 31.12.2025. The value of associated companies has been reduced by 1.2 bn after the sale of Logistea shares, and some of that money (600 mill and 320 mill) has been used to buy back and pay dividends on preference shares.
- ·28.5.Better result than last year? Nevertheless, the share price is falling. Why?·28.5.The price is falling because some want to sell at these levels. And why that is, you'll almost have to ask them about.. The quarter was probably about as expected, and when "silly hour" is over, I expect the share price to continue repricing towards what the market would call "fair value" for this group. For your information, they have a book equity of 5.7 billion, which corresponds to approx. 55 kroner per share. At the same time, they currently have a market capitalization of nearly 2.7 billion. Do I think the share price will go up towards 55 kroner? By no means, but it belongs closer to 40 than 20.
- ·27.5.Bewi imvest rises much more today than bewi?·27.5.BEWI Invest is still quite disconnected from the underlying values, so it's not surprising that they are not moving in sync yet. Remember that when BEWI Invest, in connection with the merger into KMCP, was priced at 34,80, BEWI ASA was priced at least 10% lower than today. In that respect, BEWI Invest should not reach the ceiling before around 37 "all else being equal".
- ·27.5.Repricing underway.·27.5.Very excited to see how the last half hour of trading will look today, both in terms of volume and price…
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 |
|---|---|---|---|---|
| 105 | - | - | ||
| 100 | - | - | ||
| 150 | - | - | ||
| 102 | - | - | ||
| 5 | - | - |
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