2025 H2 -tulosraportti
9 päivää sitten
‧48 min
0,49 EUR/osake
Irtoamispäivä 25.5.
0,75%Tuotto/v
Tarjoustasot
Xetra
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 H1 -tulosraportti 17.9. |
| Menneet tapahtumat | ||
|---|---|---|
2025 H2 -tulosraportti 24.3. | ||
2025 Q4 -tulosraportti 23.3. | ||
2025 H1 -tulosraportti 18.9.2025 | ||
2025 Q2 -tulosraportti 17.9.2025 | ||
2024 H2 -tulosraportti 27.3.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·24.3.Unchanged dividend from last year (0,49€/share) and 8% decrease in NAV to 164,4€ (31dec), now approximately 151€ at current rates according to own calculations. I've also been pondering why the discount is so large. I believe they suffer from the same problem as Volvo Cars does, namely that the Agnelli family owns 55% of the ordinary shares, and they also own voting-strong A-shares that are not traded on the stock exchange. This gives them approximately 87% of the total number of votes. When the market only has 13% of the votes to fight for, and where they cannot influence the company at all, one places all trust in the family to create returns. I don't know why these A-shares are not accounted for as they are in many companies in Sweden. If one were to value these shares at market price, the discount would drop from 58% to approximately 31/32%. Still a large discount but not as dramatic. These A-shares do not participate in dividends, however, but are only voting shares. But are they not worth 0 if the company were to be sold? It would be interesting to hear if anyone can explain the setup, or how one would value the A-shares oneself. Stellantis (8,5%-ish of NAV) - (-65%) over 3 years. - Large write-downs for EV investments CNH Industrial (11%-ish of NAV) - (-20%) over 5 years. - Decreased revenue and profit 3 years in a row. Phillips (14%-ish of NAV) - Profit last year, but losses the two previous years before that. - Revenue lower than it was 7 years ago. - Share price down approximately 50% over 5 years. Many underperforming assets among the larger owned holdings. So the question is where will the growth come from? The best return they received in 2025 was Lingotto (13%-ish of NAV) - 10 billion AUM - Increased NAV from 2730mEUR to 4215mEUR or 54,4% compared to 31 dec 2024. Is that enough to win back investor confidence? Listed portfolio worth approximately 75% of NAV but many of the companies (excluding Ferrari) are going through major changes and costing a lot of money..
25.3.25.3.I hope they halt their new acquisitions and buy back their shares on the market. That's the best way to create value for shareholders, I think. They currently have 3.5 billion. And they have a mandate to buy back 10% of the shares.
9.10.20259.10.2025Is today's drop just about the uncertainty regarding future of The Economist with Rothschild sale of their stake, or is something else going on too?
·21.10.2025 · MuokattuMissed. Ferrari is probably a better stock. Unsinkable stock in the long run just like the Titanic. (Ferrari is a car manufacturer) so they can't completely crash. 🦗🦗🦗🪱🦗 People want luxury.- ·26.3.2025EXOR 2024 Results: - 9% increase in NAV, as of 31 Dec 178€/share - Dividend 0.49€/share - Cash flow from dividends/sales totaling 1.5€ billion during the year - New buyback program launched at 1€ billion with 10% premium for those who want to sell shares. The net asset discount is currently around 50% compared to the 31 Dec price 🎇
- 5.2.20255.2.2025NAV ~200e now , but i think the cash flow will be down this year , have any one calculate it?
·17.8.2024Does anyone know how it is with withholding tax on Exor if I buy via Xetra or Equiduct on avanza? Drive on KF btw
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.
2025 H2 -tulosraportti
9 päivää sitten
‧48 min
0,49 EUR/osake
Irtoamispäivä 25.5.
0,75%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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·24.3.Unchanged dividend from last year (0,49€/share) and 8% decrease in NAV to 164,4€ (31dec), now approximately 151€ at current rates according to own calculations. I've also been pondering why the discount is so large. I believe they suffer from the same problem as Volvo Cars does, namely that the Agnelli family owns 55% of the ordinary shares, and they also own voting-strong A-shares that are not traded on the stock exchange. This gives them approximately 87% of the total number of votes. When the market only has 13% of the votes to fight for, and where they cannot influence the company at all, one places all trust in the family to create returns. I don't know why these A-shares are not accounted for as they are in many companies in Sweden. If one were to value these shares at market price, the discount would drop from 58% to approximately 31/32%. Still a large discount but not as dramatic. These A-shares do not participate in dividends, however, but are only voting shares. But are they not worth 0 if the company were to be sold? It would be interesting to hear if anyone can explain the setup, or how one would value the A-shares oneself. Stellantis (8,5%-ish of NAV) - (-65%) over 3 years. - Large write-downs for EV investments CNH Industrial (11%-ish of NAV) - (-20%) over 5 years. - Decreased revenue and profit 3 years in a row. Phillips (14%-ish of NAV) - Profit last year, but losses the two previous years before that. - Revenue lower than it was 7 years ago. - Share price down approximately 50% over 5 years. Many underperforming assets among the larger owned holdings. So the question is where will the growth come from? The best return they received in 2025 was Lingotto (13%-ish of NAV) - 10 billion AUM - Increased NAV from 2730mEUR to 4215mEUR or 54,4% compared to 31 dec 2024. Is that enough to win back investor confidence? Listed portfolio worth approximately 75% of NAV but many of the companies (excluding Ferrari) are going through major changes and costing a lot of money..25.3.25.3.I hope they halt their new acquisitions and buy back their shares on the market. That's the best way to create value for shareholders, I think. They currently have 3.5 billion. And they have a mandate to buy back 10% of the shares.
- 9.10.20259.10.2025Is today's drop just about the uncertainty regarding future of The Economist with Rothschild sale of their stake, or is something else going on too?·21.10.2025 · MuokattuMissed. Ferrari is probably a better stock. Unsinkable stock in the long run just like the Titanic. (Ferrari is a car manufacturer) so they can't completely crash. 🦗🦗🦗🪱🦗 People want luxury.
- ·26.3.2025EXOR 2024 Results: - 9% increase in NAV, as of 31 Dec 178€/share - Dividend 0.49€/share - Cash flow from dividends/sales totaling 1.5€ billion during the year - New buyback program launched at 1€ billion with 10% premium for those who want to sell shares. The net asset discount is currently around 50% compared to the 31 Dec price 🎇
- 5.2.20255.2.2025NAV ~200e now , but i think the cash flow will be down this year , have any one calculate it?
- ·17.8.2024Does anyone know how it is with withholding tax on Exor if I buy via Xetra or Equiduct on avanza? Drive on KF btw
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
Xetra
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 H1 -tulosraportti 17.9. |
| Menneet tapahtumat | ||
|---|---|---|
2025 H2 -tulosraportti 24.3. | ||
2025 Q4 -tulosraportti 23.3. | ||
2025 H1 -tulosraportti 18.9.2025 | ||
2025 Q2 -tulosraportti 17.9.2025 | ||
2024 H2 -tulosraportti 27.3.2025 |
2025 H2 -tulosraportti
9 päivää sitten
‧48 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 H1 -tulosraportti 17.9. |
| Menneet tapahtumat | ||
|---|---|---|
2025 H2 -tulosraportti 24.3. | ||
2025 Q4 -tulosraportti 23.3. | ||
2025 H1 -tulosraportti 18.9.2025 | ||
2025 Q2 -tulosraportti 17.9.2025 | ||
2024 H2 -tulosraportti 27.3.2025 |
0,49 EUR/osake
Irtoamispäivä 25.5.
0,75%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·24.3.Unchanged dividend from last year (0,49€/share) and 8% decrease in NAV to 164,4€ (31dec), now approximately 151€ at current rates according to own calculations. I've also been pondering why the discount is so large. I believe they suffer from the same problem as Volvo Cars does, namely that the Agnelli family owns 55% of the ordinary shares, and they also own voting-strong A-shares that are not traded on the stock exchange. This gives them approximately 87% of the total number of votes. When the market only has 13% of the votes to fight for, and where they cannot influence the company at all, one places all trust in the family to create returns. I don't know why these A-shares are not accounted for as they are in many companies in Sweden. If one were to value these shares at market price, the discount would drop from 58% to approximately 31/32%. Still a large discount but not as dramatic. These A-shares do not participate in dividends, however, but are only voting shares. But are they not worth 0 if the company were to be sold? It would be interesting to hear if anyone can explain the setup, or how one would value the A-shares oneself. Stellantis (8,5%-ish of NAV) - (-65%) over 3 years. - Large write-downs for EV investments CNH Industrial (11%-ish of NAV) - (-20%) over 5 years. - Decreased revenue and profit 3 years in a row. Phillips (14%-ish of NAV) - Profit last year, but losses the two previous years before that. - Revenue lower than it was 7 years ago. - Share price down approximately 50% over 5 years. Many underperforming assets among the larger owned holdings. So the question is where will the growth come from? The best return they received in 2025 was Lingotto (13%-ish of NAV) - 10 billion AUM - Increased NAV from 2730mEUR to 4215mEUR or 54,4% compared to 31 dec 2024. Is that enough to win back investor confidence? Listed portfolio worth approximately 75% of NAV but many of the companies (excluding Ferrari) are going through major changes and costing a lot of money..25.3.25.3.I hope they halt their new acquisitions and buy back their shares on the market. That's the best way to create value for shareholders, I think. They currently have 3.5 billion. And they have a mandate to buy back 10% of the shares.
- 9.10.20259.10.2025Is today's drop just about the uncertainty regarding future of The Economist with Rothschild sale of their stake, or is something else going on too?·21.10.2025 · MuokattuMissed. Ferrari is probably a better stock. Unsinkable stock in the long run just like the Titanic. (Ferrari is a car manufacturer) so they can't completely crash. 🦗🦗🦗🪱🦗 People want luxury.
- ·26.3.2025EXOR 2024 Results: - 9% increase in NAV, as of 31 Dec 178€/share - Dividend 0.49€/share - Cash flow from dividends/sales totaling 1.5€ billion during the year - New buyback program launched at 1€ billion with 10% premium for those who want to sell shares. The net asset discount is currently around 50% compared to the 31 Dec price 🎇
- 5.2.20255.2.2025NAV ~200e now , but i think the cash flow will be down this year , have any one calculate it?
- ·17.8.2024Does anyone know how it is with withholding tax on Exor if I buy via Xetra or Equiduct on avanza? Drive on KF btw
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
Xetra
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt