Q3-osavuosiraportti
Vain PDF
24 päivää sitten
Tarjoustasot
Nasdaq Copenhagen
Määrä
Osto
180
Myynti
Määrä
500
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 196 | - | - | ||
| 150 | - | - | ||
| 500 | - | - | ||
| 550 | - | - | ||
| 150 | - | - |
Ylin
200VWAP
Alin
197VaihtoMäärä
0,3 1 546
VWAP
Ylin
200Alin
197VaihtoMäärä
0,3 1 546
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 23.10. | |
| 2025 Q2-osavuosiraportti | 21.8. | |
| 2025 Q1-osavuosiraportti | 24.4. | |
| 2024 Yhtiökokous | 24.4. | |
| 2024 Q4-osavuosiraportti | 10.3. |
Datan lähde: Millistream, Quartr
Asiakkaat katsoivat myös
Shareville
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Kirjaudu
·6.11.I am very happy with the change Real Estate has introduced. That said, it's the wild west. The Board decides to liquidate the company. Now, I'm no expert, but surely it must be a shareholders' meeting that decides to liquidate a company. It's absolutely crazy that it just happens in a Q3, and not as a proposal for the shareholders to vote on. There is probably a majority, and the main shareholder is also on the Board, but it is an unserious treatment of the shareholders. It does not attest to great respect for minority shareholders.- ·24.10.Q3 2025. The accounts got lost in the bigger news. A few observations. They have paid off their bank debt and are saving interest. Everything is now in mortgages. The profit is not at the expected level. Now the sale is starting. And the exciting thing is of course whether the accounting values can also be reflected in the trading prices. Some will be below, others above. Where you are is quite decisive for how the price will be reflected in the coming years. Then there is the question of tax. They have a deferred tax of over 100 million. DKK. In short, that is the tax they will have to pay if they sell the underlying properties. But they are unlikely to do that. They have to sell companies that own the underlying properties. So they are probably busy looking at the organization and how they can make it saleable. The biggest lumps with e.g. Ballerup may be spun off into its own company, but they need to look at the entire portfolio. You also have to believe that they are looking into selling clusters, themes or similar. They will get inquiries about individual properties, but they also have an interest in not ending up with difficult-to-sell individual properties that are expensive to operate remotely.
·24.10. · MuokattuRingager is in its own company and Baltorpvej is in its own company. The other properties are packaged into the companies Fast Ejendom Danmark 2 and Fast Ejendom Danmark 2, and are thus not placed in their own companies. This means that the advantage of co-selling a co-financing deferred tax is very limited, as far as the other properties are concerned. Unfortunately, it is probably also regarding those properties where, due to tax depreciations on commercial properties (% office), the largest deferred taxes will be available, given that the tax values have been reduced by the depreciations - so regardless of there not having been large revaluations here, there will still be large deferred taxes. If they had a longer realization period, e.g. + 3 years, they would be able to restructure out of it and create some value here. I would personally never enter into a transaction where the deferred tax was not valued at 100%, as it is a 1:1 obligation upon a later sale - and accounting-wise, a deferred tax cannot be valued, so it is 1:1 added value paid for the traded property / 0.78 = xx Nevertheless, it occurs, especially in Zealand (crazy Copenhageners) and if foreign private equity funds make offers in connection with the purchase of properties, that an offer of e.g. 50% or 75% is included, in Copenhagen which is hot currently, sometimes 50%. But again, when they look into their own spreadsheet, I really hope they don't believe that they can sell the deferred tax at the same level upon disposal, meaning it is merely an expression of another way that PPA allocates value to the property.·26.10.I looked into the underlying deferred taxes. They relate to various commercial properties. Primarily warehouses where significant depreciations have occurred while the fair value is set much higher than the original acquisition cost. The residential property in Ballerup does not have deferred tax in 2024, but a smaller tax asset which will probably then be used here in 2025. There is significant economic potential if the portfolio of warehouse properties can be kept together and sold as a block, but I have no idea who would realistically buy such a thing. Otherwise, it's piecemeal sales with resulting tax settlement. It becomes a bit complex to make individual divestments and then the rest as a block. It will be interesting to see how they will approach divestments and who the buyer is? There should be money to be made for a buyer with a long time horizon, but it's difficult to value warehouse buildings etc., and what is a reasonable risk discount. - ·23.10.https://www.globenewswire.com/news-release/2025/10/23/3171817/0/da/Ny-strategi-for-Fast-Ejendom-Danmark-A-S-bestyrelsen-har-besluttet-at-foretage-et-successivt-frasalg-af-Selskabets-ejendomsportef%C3%B8lje.html It seems that there isn't really any strategy, but a closure of the company. It's not like they point to any areas that should be cut, and others prioritized up. Nah. It seems the focus is on shutting down and closing, and everything is probably for sale from the outset. I wonder if they would prefer to sell vacant units first if the price is okay, but the focus must naturally be on Ballerup and the properties in that area. There is probably some more value in the newly built apartments, but what other possibilities are there to build more. That can be worth a lot of money. Everything one could dream of is happening at once. Conversely, it doesn't seem very professional. The chairman will earn very well if everything is realized at intrinsic value. A bit mixed feelings but it's the absolutely right way.·24.10. · MuokattuAgree collersteen it is blatantly amateurish - and I have been calling for it for a long time - they could have achieved a lot earlier by doing just a little. Just as they would also have achieved a lot by being more transparent about what effect renovations, developments etc., plans for refinancing and mitigation of risks associated with restructuring etc. would have on the key figures and operations all else being equal, as well as what they intended to do with the older non-contemporary properties with vacancy challenges, where they are still sleeping on the job. One does not have confidence that they know what they are doing in all areas, if they do not disclose it before the time when everything is completed (read how they suddenly announce the refinancings).·24.10.One must probably say that shareholders and the CEO/board have not had aligned incentives. The CEO had an interest in options at the lowest possible price, and the chairman a clear interest in insider trading at a low price. At the same time, they have probably continuously considered when and how to unlock value. The good thing now is probably that the incentives point in the same direction. Everyone benefits from an OK exit, and it doesn't seem like they are buying the properties themselves.
- ·23.10.What a fantastic turn of events. What a financial report, strategic shift and then a share buyback right in the middle of a trading day. What can one say. That's wild.·23.10.Agreed·23.10.What's your take on Ballerup. I think the interest is already high even before. They haven't written much about the development potential.
·23.10.Can this strategy change and subsequent share price development serve as inspiration for other real estate companies such as, e.g., Jeudan?
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 ja analyysit
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.
Q3-osavuosiraportti
Vain PDF
24 päivää sitten
Uutiset ja analyysit
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
- ·6.11.I am very happy with the change Real Estate has introduced. That said, it's the wild west. The Board decides to liquidate the company. Now, I'm no expert, but surely it must be a shareholders' meeting that decides to liquidate a company. It's absolutely crazy that it just happens in a Q3, and not as a proposal for the shareholders to vote on. There is probably a majority, and the main shareholder is also on the Board, but it is an unserious treatment of the shareholders. It does not attest to great respect for minority shareholders.
- ·24.10.Q3 2025. The accounts got lost in the bigger news. A few observations. They have paid off their bank debt and are saving interest. Everything is now in mortgages. The profit is not at the expected level. Now the sale is starting. And the exciting thing is of course whether the accounting values can also be reflected in the trading prices. Some will be below, others above. Where you are is quite decisive for how the price will be reflected in the coming years. Then there is the question of tax. They have a deferred tax of over 100 million. DKK. In short, that is the tax they will have to pay if they sell the underlying properties. But they are unlikely to do that. They have to sell companies that own the underlying properties. So they are probably busy looking at the organization and how they can make it saleable. The biggest lumps with e.g. Ballerup may be spun off into its own company, but they need to look at the entire portfolio. You also have to believe that they are looking into selling clusters, themes or similar. They will get inquiries about individual properties, but they also have an interest in not ending up with difficult-to-sell individual properties that are expensive to operate remotely.·24.10. · MuokattuRingager is in its own company and Baltorpvej is in its own company. The other properties are packaged into the companies Fast Ejendom Danmark 2 and Fast Ejendom Danmark 2, and are thus not placed in their own companies. This means that the advantage of co-selling a co-financing deferred tax is very limited, as far as the other properties are concerned. Unfortunately, it is probably also regarding those properties where, due to tax depreciations on commercial properties (% office), the largest deferred taxes will be available, given that the tax values have been reduced by the depreciations - so regardless of there not having been large revaluations here, there will still be large deferred taxes. If they had a longer realization period, e.g. + 3 years, they would be able to restructure out of it and create some value here. I would personally never enter into a transaction where the deferred tax was not valued at 100%, as it is a 1:1 obligation upon a later sale - and accounting-wise, a deferred tax cannot be valued, so it is 1:1 added value paid for the traded property / 0.78 = xx Nevertheless, it occurs, especially in Zealand (crazy Copenhageners) and if foreign private equity funds make offers in connection with the purchase of properties, that an offer of e.g. 50% or 75% is included, in Copenhagen which is hot currently, sometimes 50%. But again, when they look into their own spreadsheet, I really hope they don't believe that they can sell the deferred tax at the same level upon disposal, meaning it is merely an expression of another way that PPA allocates value to the property.·26.10.I looked into the underlying deferred taxes. They relate to various commercial properties. Primarily warehouses where significant depreciations have occurred while the fair value is set much higher than the original acquisition cost. The residential property in Ballerup does not have deferred tax in 2024, but a smaller tax asset which will probably then be used here in 2025. There is significant economic potential if the portfolio of warehouse properties can be kept together and sold as a block, but I have no idea who would realistically buy such a thing. Otherwise, it's piecemeal sales with resulting tax settlement. It becomes a bit complex to make individual divestments and then the rest as a block. It will be interesting to see how they will approach divestments and who the buyer is? There should be money to be made for a buyer with a long time horizon, but it's difficult to value warehouse buildings etc., and what is a reasonable risk discount.
- ·23.10.https://www.globenewswire.com/news-release/2025/10/23/3171817/0/da/Ny-strategi-for-Fast-Ejendom-Danmark-A-S-bestyrelsen-har-besluttet-at-foretage-et-successivt-frasalg-af-Selskabets-ejendomsportef%C3%B8lje.html It seems that there isn't really any strategy, but a closure of the company. It's not like they point to any areas that should be cut, and others prioritized up. Nah. It seems the focus is on shutting down and closing, and everything is probably for sale from the outset. I wonder if they would prefer to sell vacant units first if the price is okay, but the focus must naturally be on Ballerup and the properties in that area. There is probably some more value in the newly built apartments, but what other possibilities are there to build more. That can be worth a lot of money. Everything one could dream of is happening at once. Conversely, it doesn't seem very professional. The chairman will earn very well if everything is realized at intrinsic value. A bit mixed feelings but it's the absolutely right way.·24.10. · MuokattuAgree collersteen it is blatantly amateurish - and I have been calling for it for a long time - they could have achieved a lot earlier by doing just a little. Just as they would also have achieved a lot by being more transparent about what effect renovations, developments etc., plans for refinancing and mitigation of risks associated with restructuring etc. would have on the key figures and operations all else being equal, as well as what they intended to do with the older non-contemporary properties with vacancy challenges, where they are still sleeping on the job. One does not have confidence that they know what they are doing in all areas, if they do not disclose it before the time when everything is completed (read how they suddenly announce the refinancings).·24.10.One must probably say that shareholders and the CEO/board have not had aligned incentives. The CEO had an interest in options at the lowest possible price, and the chairman a clear interest in insider trading at a low price. At the same time, they have probably continuously considered when and how to unlock value. The good thing now is probably that the incentives point in the same direction. Everyone benefits from an OK exit, and it doesn't seem like they are buying the properties themselves.
- ·23.10.What a fantastic turn of events. What a financial report, strategic shift and then a share buyback right in the middle of a trading day. What can one say. That's wild.·23.10.Agreed·23.10.What's your take on Ballerup. I think the interest is already high even before. They haven't written much about the development potential.
- ·23.10.Can this strategy change and subsequent share price development serve as inspiration for other real estate companies such as, e.g., Jeudan?
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 Copenhagen
Määrä
Osto
180
Myynti
Määrä
500
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 196 | - | - | ||
| 150 | - | - | ||
| 500 | - | - | ||
| 550 | - | - | ||
| 150 | - | - |
Ylin
200VWAP
Alin
197VaihtoMäärä
0,3 1 546
VWAP
Ylin
200Alin
197VaihtoMäärä
0,3 1 546
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 23.10. | |
| 2025 Q2-osavuosiraportti | 21.8. | |
| 2025 Q1-osavuosiraportti | 24.4. | |
| 2024 Yhtiökokous | 24.4. | |
| 2024 Q4-osavuosiraportti | 10.3. |
Datan lähde: Millistream, Quartr
Q3-osavuosiraportti
Vain PDF
24 päivää sitten
Uutiset ja analyysit
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
| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 23.10. | |
| 2025 Q2-osavuosiraportti | 21.8. | |
| 2025 Q1-osavuosiraportti | 24.4. | |
| 2024 Yhtiökokous | 24.4. | |
| 2024 Q4-osavuosiraportti | 10.3. |
Datan lähde: Millistream, Quartr
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·6.11.I am very happy with the change Real Estate has introduced. That said, it's the wild west. The Board decides to liquidate the company. Now, I'm no expert, but surely it must be a shareholders' meeting that decides to liquidate a company. It's absolutely crazy that it just happens in a Q3, and not as a proposal for the shareholders to vote on. There is probably a majority, and the main shareholder is also on the Board, but it is an unserious treatment of the shareholders. It does not attest to great respect for minority shareholders.
- ·24.10.Q3 2025. The accounts got lost in the bigger news. A few observations. They have paid off their bank debt and are saving interest. Everything is now in mortgages. The profit is not at the expected level. Now the sale is starting. And the exciting thing is of course whether the accounting values can also be reflected in the trading prices. Some will be below, others above. Where you are is quite decisive for how the price will be reflected in the coming years. Then there is the question of tax. They have a deferred tax of over 100 million. DKK. In short, that is the tax they will have to pay if they sell the underlying properties. But they are unlikely to do that. They have to sell companies that own the underlying properties. So they are probably busy looking at the organization and how they can make it saleable. The biggest lumps with e.g. Ballerup may be spun off into its own company, but they need to look at the entire portfolio. You also have to believe that they are looking into selling clusters, themes or similar. They will get inquiries about individual properties, but they also have an interest in not ending up with difficult-to-sell individual properties that are expensive to operate remotely.·24.10. · MuokattuRingager is in its own company and Baltorpvej is in its own company. The other properties are packaged into the companies Fast Ejendom Danmark 2 and Fast Ejendom Danmark 2, and are thus not placed in their own companies. This means that the advantage of co-selling a co-financing deferred tax is very limited, as far as the other properties are concerned. Unfortunately, it is probably also regarding those properties where, due to tax depreciations on commercial properties (% office), the largest deferred taxes will be available, given that the tax values have been reduced by the depreciations - so regardless of there not having been large revaluations here, there will still be large deferred taxes. If they had a longer realization period, e.g. + 3 years, they would be able to restructure out of it and create some value here. I would personally never enter into a transaction where the deferred tax was not valued at 100%, as it is a 1:1 obligation upon a later sale - and accounting-wise, a deferred tax cannot be valued, so it is 1:1 added value paid for the traded property / 0.78 = xx Nevertheless, it occurs, especially in Zealand (crazy Copenhageners) and if foreign private equity funds make offers in connection with the purchase of properties, that an offer of e.g. 50% or 75% is included, in Copenhagen which is hot currently, sometimes 50%. But again, when they look into their own spreadsheet, I really hope they don't believe that they can sell the deferred tax at the same level upon disposal, meaning it is merely an expression of another way that PPA allocates value to the property.·26.10.I looked into the underlying deferred taxes. They relate to various commercial properties. Primarily warehouses where significant depreciations have occurred while the fair value is set much higher than the original acquisition cost. The residential property in Ballerup does not have deferred tax in 2024, but a smaller tax asset which will probably then be used here in 2025. There is significant economic potential if the portfolio of warehouse properties can be kept together and sold as a block, but I have no idea who would realistically buy such a thing. Otherwise, it's piecemeal sales with resulting tax settlement. It becomes a bit complex to make individual divestments and then the rest as a block. It will be interesting to see how they will approach divestments and who the buyer is? There should be money to be made for a buyer with a long time horizon, but it's difficult to value warehouse buildings etc., and what is a reasonable risk discount.
- ·23.10.https://www.globenewswire.com/news-release/2025/10/23/3171817/0/da/Ny-strategi-for-Fast-Ejendom-Danmark-A-S-bestyrelsen-har-besluttet-at-foretage-et-successivt-frasalg-af-Selskabets-ejendomsportef%C3%B8lje.html It seems that there isn't really any strategy, but a closure of the company. It's not like they point to any areas that should be cut, and others prioritized up. Nah. It seems the focus is on shutting down and closing, and everything is probably for sale from the outset. I wonder if they would prefer to sell vacant units first if the price is okay, but the focus must naturally be on Ballerup and the properties in that area. There is probably some more value in the newly built apartments, but what other possibilities are there to build more. That can be worth a lot of money. Everything one could dream of is happening at once. Conversely, it doesn't seem very professional. The chairman will earn very well if everything is realized at intrinsic value. A bit mixed feelings but it's the absolutely right way.·24.10. · MuokattuAgree collersteen it is blatantly amateurish - and I have been calling for it for a long time - they could have achieved a lot earlier by doing just a little. Just as they would also have achieved a lot by being more transparent about what effect renovations, developments etc., plans for refinancing and mitigation of risks associated with restructuring etc. would have on the key figures and operations all else being equal, as well as what they intended to do with the older non-contemporary properties with vacancy challenges, where they are still sleeping on the job. One does not have confidence that they know what they are doing in all areas, if they do not disclose it before the time when everything is completed (read how they suddenly announce the refinancings).·24.10.One must probably say that shareholders and the CEO/board have not had aligned incentives. The CEO had an interest in options at the lowest possible price, and the chairman a clear interest in insider trading at a low price. At the same time, they have probably continuously considered when and how to unlock value. The good thing now is probably that the incentives point in the same direction. Everyone benefits from an OK exit, and it doesn't seem like they are buying the properties themselves.
- ·23.10.What a fantastic turn of events. What a financial report, strategic shift and then a share buyback right in the middle of a trading day. What can one say. That's wild.·23.10.Agreed·23.10.What's your take on Ballerup. I think the interest is already high even before. They haven't written much about the development potential.
- ·23.10.Can this strategy change and subsequent share price development serve as inspiration for other real estate companies such as, e.g., Jeudan?
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 Copenhagen
Määrä
Osto
180
Myynti
Määrä
500
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 196 | - | - | ||
| 150 | - | - | ||
| 500 | - | - | ||
| 550 | - | - | ||
| 150 | - | - |
Ylin
200VWAP
Alin
197VaihtoMäärä
0,3 1 546
VWAP
Ylin
200Alin
197VaihtoMäärä
0,3 1 546
Välittäjätilasto
Dataa ei löytynyt