2025 Q4 -tulosraportti
63 päivää sitten
‧54 min
Tarjoustasot
Nasdaq Stockholm
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 174 | - | - | ||
| 22 | - | - | ||
| 204 | - | - | ||
| 41 | - | - | ||
| 7 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 29.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 28.1. | ||
2025 Q3 -tulosraportti 23.10.2025 | ||
2025 Q2 -tulosraportti 18.7.2025 | ||
2025 Q1 -tulosraportti 24.4.2025 | ||
2024 Q4 -tulosraportti 30.1.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·17.2.Updated my forecast for Green. Expect history to repeat and that revenue in Q1 will be 1,289 MSEK, i.e., approx. 17% of the order book in Q4. For the rest of 2026: In AO Sweden: +2% organic/Q but -29 MSEK/Q during 2026 due to the sale of Svensk Jordelit AB. In AO Norway: minus 10 – 6 %/Q due to currency headwind and tough competitive situation. In AO Europe: +5% organic but reduced by 5 – 1 %/Q due to the currency headwind. However, the acquisitions' 395 MSEK will be added. The EBITA margin according to historical average but lower for Norway due to the tough competitive situation and lower in AO Europe due to the acquisitions' lower margin (approx. 15.5%). For 2027, I hope revenue increases by approx. 3% based on the hope that currency headwinds have subsided. Any future acquisitions will serve as top-ups when realized. I expect the EBITA margin to increase based on profitability having recovered in Sweden/Norway. The risks/challenges I see are primarily that net debt/EBITDA must not increase, Norway's EBITA margin must turn up, and Sweden's EBITA return to historical levels. MMV per 2026: 52 SEK (EPS 4.01 x P/E 13) MMV per 2027: 59 SEK (EPS 4.52 x P/E 13) If the acquisition target is met, EBITA should increase by 80 – 100 MSEK/year. If EBITA increases by 80 MSEK/year in 2026 and 2027 respectively, EPS should increase from 4.00 to 5.40 SEK 2026E and from 4.50 to 6.60 SEK 2027E, and thereby MMV 2026E to 70 SEK and 85 SEK for 2027E respectively. So currently, the share price potential is almost 30% to MMV 52 SEK with a chance for higher potential as new acquisitions are added. Substantial insider/top owner purchases also reduce the risk in my book. But don't forget to do your own analysis before you act - everything can go to hell, suddenly.
·23.1.Green Landscaping: 3 green flags and 2 red risks Just released a review of Green Landscaping Group. The stock has been heavily punished by the market, but insiders are holding firm with substantial holdings. Read the full analysis here: https://sparainvestera.substack.com/p/green-landscaping-group My key takeaways: Germany (most recently the Finke acquisition) is driving margins upwards. The valuation is historically low, but organic growth in the Nordics is concerning. Management's incentives are aligned with prices double today's level.
·28.1.Nice with seriously written analysis. Had hoped that the organic growth trend would go in the right direction now in Q4, but no. organic growth 2025 Q1 -18% Q2 -9% Q3 -3% Q4 -5% But now there will be really easy comparison figures for Q1 and a real winter too. Before the Q1 report I definitely want to own. The debt is chafing too..
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 Q4 -tulosraportti
63 päivää sitten
‧54 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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·17.2.Updated my forecast for Green. Expect history to repeat and that revenue in Q1 will be 1,289 MSEK, i.e., approx. 17% of the order book in Q4. For the rest of 2026: In AO Sweden: +2% organic/Q but -29 MSEK/Q during 2026 due to the sale of Svensk Jordelit AB. In AO Norway: minus 10 – 6 %/Q due to currency headwind and tough competitive situation. In AO Europe: +5% organic but reduced by 5 – 1 %/Q due to the currency headwind. However, the acquisitions' 395 MSEK will be added. The EBITA margin according to historical average but lower for Norway due to the tough competitive situation and lower in AO Europe due to the acquisitions' lower margin (approx. 15.5%). For 2027, I hope revenue increases by approx. 3% based on the hope that currency headwinds have subsided. Any future acquisitions will serve as top-ups when realized. I expect the EBITA margin to increase based on profitability having recovered in Sweden/Norway. The risks/challenges I see are primarily that net debt/EBITDA must not increase, Norway's EBITA margin must turn up, and Sweden's EBITA return to historical levels. MMV per 2026: 52 SEK (EPS 4.01 x P/E 13) MMV per 2027: 59 SEK (EPS 4.52 x P/E 13) If the acquisition target is met, EBITA should increase by 80 – 100 MSEK/year. If EBITA increases by 80 MSEK/year in 2026 and 2027 respectively, EPS should increase from 4.00 to 5.40 SEK 2026E and from 4.50 to 6.60 SEK 2027E, and thereby MMV 2026E to 70 SEK and 85 SEK for 2027E respectively. So currently, the share price potential is almost 30% to MMV 52 SEK with a chance for higher potential as new acquisitions are added. Substantial insider/top owner purchases also reduce the risk in my book. But don't forget to do your own analysis before you act - everything can go to hell, suddenly.
- ·23.1.Green Landscaping: 3 green flags and 2 red risks Just released a review of Green Landscaping Group. The stock has been heavily punished by the market, but insiders are holding firm with substantial holdings. Read the full analysis here: https://sparainvestera.substack.com/p/green-landscaping-group My key takeaways: Germany (most recently the Finke acquisition) is driving margins upwards. The valuation is historically low, but organic growth in the Nordics is concerning. Management's incentives are aligned with prices double today's level.·28.1.Nice with seriously written analysis. Had hoped that the organic growth trend would go in the right direction now in Q4, but no. organic growth 2025 Q1 -18% Q2 -9% Q3 -3% Q4 -5% But now there will be really easy comparison figures for Q1 and a real winter too. Before the Q1 report I definitely want to own. The debt is chafing too..
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 Stockholm
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 174 | - | - | ||
| 22 | - | - | ||
| 204 | - | - | ||
| 41 | - | - | ||
| 7 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 29.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 28.1. | ||
2025 Q3 -tulosraportti 23.10.2025 | ||
2025 Q2 -tulosraportti 18.7.2025 | ||
2025 Q1 -tulosraportti 24.4.2025 | ||
2024 Q4 -tulosraportti 30.1.2025 |
2025 Q4 -tulosraportti
63 päivää sitten
‧54 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 Q1 -tulosraportti 29.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 28.1. | ||
2025 Q3 -tulosraportti 23.10.2025 | ||
2025 Q2 -tulosraportti 18.7.2025 | ||
2025 Q1 -tulosraportti 24.4.2025 | ||
2024 Q4 -tulosraportti 30.1.2025 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·17.2.Updated my forecast for Green. Expect history to repeat and that revenue in Q1 will be 1,289 MSEK, i.e., approx. 17% of the order book in Q4. For the rest of 2026: In AO Sweden: +2% organic/Q but -29 MSEK/Q during 2026 due to the sale of Svensk Jordelit AB. In AO Norway: minus 10 – 6 %/Q due to currency headwind and tough competitive situation. In AO Europe: +5% organic but reduced by 5 – 1 %/Q due to the currency headwind. However, the acquisitions' 395 MSEK will be added. The EBITA margin according to historical average but lower for Norway due to the tough competitive situation and lower in AO Europe due to the acquisitions' lower margin (approx. 15.5%). For 2027, I hope revenue increases by approx. 3% based on the hope that currency headwinds have subsided. Any future acquisitions will serve as top-ups when realized. I expect the EBITA margin to increase based on profitability having recovered in Sweden/Norway. The risks/challenges I see are primarily that net debt/EBITDA must not increase, Norway's EBITA margin must turn up, and Sweden's EBITA return to historical levels. MMV per 2026: 52 SEK (EPS 4.01 x P/E 13) MMV per 2027: 59 SEK (EPS 4.52 x P/E 13) If the acquisition target is met, EBITA should increase by 80 – 100 MSEK/year. If EBITA increases by 80 MSEK/year in 2026 and 2027 respectively, EPS should increase from 4.00 to 5.40 SEK 2026E and from 4.50 to 6.60 SEK 2027E, and thereby MMV 2026E to 70 SEK and 85 SEK for 2027E respectively. So currently, the share price potential is almost 30% to MMV 52 SEK with a chance for higher potential as new acquisitions are added. Substantial insider/top owner purchases also reduce the risk in my book. But don't forget to do your own analysis before you act - everything can go to hell, suddenly.
- ·23.1.Green Landscaping: 3 green flags and 2 red risks Just released a review of Green Landscaping Group. The stock has been heavily punished by the market, but insiders are holding firm with substantial holdings. Read the full analysis here: https://sparainvestera.substack.com/p/green-landscaping-group My key takeaways: Germany (most recently the Finke acquisition) is driving margins upwards. The valuation is historically low, but organic growth in the Nordics is concerning. Management's incentives are aligned with prices double today's level.·28.1.Nice with seriously written analysis. Had hoped that the organic growth trend would go in the right direction now in Q4, but no. organic growth 2025 Q1 -18% Q2 -9% Q3 -3% Q4 -5% But now there will be really easy comparison figures for Q1 and a real winter too. Before the Q1 report I definitely want to own. The debt is chafing too..
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 Stockholm
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 174 | - | - | ||
| 22 | - | - | ||
| 204 | - | - | ||
| 41 | - | - | ||
| 7 | - | - |
Välittäjätilasto
Dataa ei löytynyt