2026 Q2 -tulosraportti
Äänite tulossa
1 päivä sitten
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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 Q3 -tulosraportti 23.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 7.7. | ||
2026 Q1 -tulosraportti 23.4. | ||
2025 Q4 -tulosraportti 16.2. | ||
2025 Q3 -tulosraportti 24.10.2025 | ||
2025 Q2 -tulosraportti 8.7.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·1 päivä sittenK-Fastigheter's portfolio in Region Syd was incorporated into Brinova Fastigheter AB's (Brinova) accounts on April 1, 2025, so from 2026Q2 we have a more equal basis for comparison. From the start of the year, I had estimated a management estimate of 250 mSEK. Adjusted for non-recurring items in connection with the sale of the Ballerup property, the management result lands at 131.4 mSEk for '26H1, and thus well on its way towards my goal. Per share, the management result lands at 0.32 SEK for Q2 and 0.55 SEK for H1. A cautious projection of this gives a management result per share of 1.25 SEK. With a share price around 14 SEK, that's a return of ~9%. New CEO points to two important challenges: the occupancy rate must increase, and operations must be made more efficient - precisely also my points of attention. Furthermore, the projects in Helsingborg and Malmö must be completed, the operation of the newly acquired properties in Hässleholm and Växjö must be integrated into the portfolio, and general updating and optimization in the existing portfolio will contribute to both higher top-line and more efficient operations. Brinova has slightly falling loans, solvency is increasing, and the interest rate is maintained constantly at 3.4%. My guess is that the interest rate will fall over the autumn, and this will contribute to lower financing costs and positive value adjustments. All in all, positive for the underlying operations. The share price, which is less than half of the reported EPRA NAV, will probably have a hard time until the A-share listing is confirmed in the autumn.. But I am optimistic and reassured that Erik Selin is chairman of the board.
·12.5. · MuokattuMost important comments from the Q1 interview 1. A-share listing confirmed for autumn. CEO says the listing will happen «efter sommaren och till hösten» (This is a prerequisite for K-Fast to distribute its shares). 2. 300 MSEK in cash after sale in Denmark. The board will discuss the use of the funds. 3. Q2 management result will increase. The increased rental prices for 2026 of 3.25% largely take effect from April 1st, says the CEO. https://open.spotify.com/episode/0oX8yslvzXAExf5Fy2vuF4?si=M01DOufKTnOfVxCJvdhEng
·23.4.Is it just me who sees 🚀I think it was a so-so report. I like that they are divesting the non-strategic property in Denmark and focusing on southern Sweden with both acquisitions of properties and projects. Also positive that the projects in Malmö and Helsingborg are progressing as planned. The report's most positive news in my eyes is that they have high positive value adjustments, including that they have sold the property in Ballerup above book value. Conversely, the management result is disappointing. I don't understand why it falls by 42% (measured per share), and I think the new VD must look at how synergies can be gained for a better management result. EPS comes in strong at 0,52. This stands in sharp contrast to 2025's EPS=0,32 and rolling 12-month EPS=0,75 SEK. In itself, very positive, but I fear it can solely be attributed to the write-up of the portfolio's value and also a positive item on derivatives. I expect an EPS of 1,3 SEK for 2026 and thus PE2026 at ~10. I agree with EP00 that there is a need for clarification/distribution of the K-fast shares and/or we need to see the new VD gain more synergies from the merger of the K-fast-syd portfolio with Brinova's old portfolio.- ·16.4.If one looks at the price since inception, it becomes obvious....to me......that the bottom has been reached. Now the upward journey begins. 🎉
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 Q2 -tulosraportti
Äänite tulossa
1 päivä 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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·1 päivä sittenK-Fastigheter's portfolio in Region Syd was incorporated into Brinova Fastigheter AB's (Brinova) accounts on April 1, 2025, so from 2026Q2 we have a more equal basis for comparison. From the start of the year, I had estimated a management estimate of 250 mSEK. Adjusted for non-recurring items in connection with the sale of the Ballerup property, the management result lands at 131.4 mSEk for '26H1, and thus well on its way towards my goal. Per share, the management result lands at 0.32 SEK for Q2 and 0.55 SEK for H1. A cautious projection of this gives a management result per share of 1.25 SEK. With a share price around 14 SEK, that's a return of ~9%. New CEO points to two important challenges: the occupancy rate must increase, and operations must be made more efficient - precisely also my points of attention. Furthermore, the projects in Helsingborg and Malmö must be completed, the operation of the newly acquired properties in Hässleholm and Växjö must be integrated into the portfolio, and general updating and optimization in the existing portfolio will contribute to both higher top-line and more efficient operations. Brinova has slightly falling loans, solvency is increasing, and the interest rate is maintained constantly at 3.4%. My guess is that the interest rate will fall over the autumn, and this will contribute to lower financing costs and positive value adjustments. All in all, positive for the underlying operations. The share price, which is less than half of the reported EPRA NAV, will probably have a hard time until the A-share listing is confirmed in the autumn.. But I am optimistic and reassured that Erik Selin is chairman of the board.
- ·12.5. · MuokattuMost important comments from the Q1 interview 1. A-share listing confirmed for autumn. CEO says the listing will happen «efter sommaren och till hösten» (This is a prerequisite for K-Fast to distribute its shares). 2. 300 MSEK in cash after sale in Denmark. The board will discuss the use of the funds. 3. Q2 management result will increase. The increased rental prices for 2026 of 3.25% largely take effect from April 1st, says the CEO. https://open.spotify.com/episode/0oX8yslvzXAExf5Fy2vuF4?si=M01DOufKTnOfVxCJvdhEng
- ·23.4.Is it just me who sees 🚀I think it was a so-so report. I like that they are divesting the non-strategic property in Denmark and focusing on southern Sweden with both acquisitions of properties and projects. Also positive that the projects in Malmö and Helsingborg are progressing as planned. The report's most positive news in my eyes is that they have high positive value adjustments, including that they have sold the property in Ballerup above book value. Conversely, the management result is disappointing. I don't understand why it falls by 42% (measured per share), and I think the new VD must look at how synergies can be gained for a better management result. EPS comes in strong at 0,52. This stands in sharp contrast to 2025's EPS=0,32 and rolling 12-month EPS=0,75 SEK. In itself, very positive, but I fear it can solely be attributed to the write-up of the portfolio's value and also a positive item on derivatives. I expect an EPS of 1,3 SEK for 2026 and thus PE2026 at ~10. I agree with EP00 that there is a need for clarification/distribution of the K-fast shares and/or we need to see the new VD gain more synergies from the merger of the K-fast-syd portfolio with Brinova's old portfolio.
- ·16.4.If one looks at the price since inception, it becomes obvious....to me......that the bottom has been reached. Now the upward journey begins. 🎉
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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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 Q3 -tulosraportti 23.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 7.7. | ||
2026 Q1 -tulosraportti 23.4. | ||
2025 Q4 -tulosraportti 16.2. | ||
2025 Q3 -tulosraportti 24.10.2025 | ||
2025 Q2 -tulosraportti 8.7.2025 |
2026 Q2 -tulosraportti
Äänite tulossa
1 päivä 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 Q3 -tulosraportti 23.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 7.7. | ||
2026 Q1 -tulosraportti 23.4. | ||
2025 Q4 -tulosraportti 16.2. | ||
2025 Q3 -tulosraportti 24.10.2025 | ||
2025 Q2 -tulosraportti 8.7.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·1 päivä sittenK-Fastigheter's portfolio in Region Syd was incorporated into Brinova Fastigheter AB's (Brinova) accounts on April 1, 2025, so from 2026Q2 we have a more equal basis for comparison. From the start of the year, I had estimated a management estimate of 250 mSEK. Adjusted for non-recurring items in connection with the sale of the Ballerup property, the management result lands at 131.4 mSEk for '26H1, and thus well on its way towards my goal. Per share, the management result lands at 0.32 SEK for Q2 and 0.55 SEK for H1. A cautious projection of this gives a management result per share of 1.25 SEK. With a share price around 14 SEK, that's a return of ~9%. New CEO points to two important challenges: the occupancy rate must increase, and operations must be made more efficient - precisely also my points of attention. Furthermore, the projects in Helsingborg and Malmö must be completed, the operation of the newly acquired properties in Hässleholm and Växjö must be integrated into the portfolio, and general updating and optimization in the existing portfolio will contribute to both higher top-line and more efficient operations. Brinova has slightly falling loans, solvency is increasing, and the interest rate is maintained constantly at 3.4%. My guess is that the interest rate will fall over the autumn, and this will contribute to lower financing costs and positive value adjustments. All in all, positive for the underlying operations. The share price, which is less than half of the reported EPRA NAV, will probably have a hard time until the A-share listing is confirmed in the autumn.. But I am optimistic and reassured that Erik Selin is chairman of the board.
- ·12.5. · MuokattuMost important comments from the Q1 interview 1. A-share listing confirmed for autumn. CEO says the listing will happen «efter sommaren och till hösten» (This is a prerequisite for K-Fast to distribute its shares). 2. 300 MSEK in cash after sale in Denmark. The board will discuss the use of the funds. 3. Q2 management result will increase. The increased rental prices for 2026 of 3.25% largely take effect from April 1st, says the CEO. https://open.spotify.com/episode/0oX8yslvzXAExf5Fy2vuF4?si=M01DOufKTnOfVxCJvdhEng
- ·23.4.Is it just me who sees 🚀I think it was a so-so report. I like that they are divesting the non-strategic property in Denmark and focusing on southern Sweden with both acquisitions of properties and projects. Also positive that the projects in Malmö and Helsingborg are progressing as planned. The report's most positive news in my eyes is that they have high positive value adjustments, including that they have sold the property in Ballerup above book value. Conversely, the management result is disappointing. I don't understand why it falls by 42% (measured per share), and I think the new VD must look at how synergies can be gained for a better management result. EPS comes in strong at 0,52. This stands in sharp contrast to 2025's EPS=0,32 and rolling 12-month EPS=0,75 SEK. In itself, very positive, but I fear it can solely be attributed to the write-up of the portfolio's value and also a positive item on derivatives. I expect an EPS of 1,3 SEK for 2026 and thus PE2026 at ~10. I agree with EP00 that there is a need for clarification/distribution of the K-fast shares and/or we need to see the new VD gain more synergies from the merger of the K-fast-syd portfolio with Brinova's old portfolio.
- ·16.4.If one looks at the price since inception, it becomes obvious....to me......that the bottom has been reached. Now the upward journey begins. 🎉
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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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