2026 Q3 - tulosraportti
16 päivää sitten
‧16 min
0,55 SEK/osake
Viimeisin osinko
2,42%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| 467 | ||
| 233 | ||
| 7 | ||
| 11 | ||
| 10 |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 3.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 21.10. | ||
2026 Q2 - tulosraportti 9.7. | ||
2026 Q1 - tulosraportti 22.4. | ||
2025 Q4 - tulosraportti 4.2. | ||
2025 Q3 - tulosraportti 22.10.2025 |
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
·3 päivää sittenHave read with great interest Rickard Bråse's comments on why his fund bought cheap shares in HEBA. As of 260930, HEBA's net asset value EPRA NRV per share was 51.64kr and equity per share was 42.30. With a share price of 22.50kr, the long-term upside for the share should be significant. The book value per sqm is 260930 55,288kr per sqm, whereas the stock exchange, with a share price of 22.50kr, values the same portfolio at approx. 39,000 per sqm. My view is that Rickard Bråse has made the correct analysis of Heba. There are no vacancies here. They have a fully renovated portfolio. They are in the right geographical location (Stockholm) where the optionality value upon conversion to tenant-owned apartments prices apartments at significantly higher values. Furthermore, the new production market for apartments in Stockholm's outer areas is perhaps 80,000 – 90,000kr per sqm. Within the tulls (toll zone), it certainly costs 110,000 – 120,000kr or per sqm. So where is it possible to build cheap apartments that both politicians and I would wish for? If public housing were to build, they would have to start with a write-down of the property value as soon as the house is finished and then the taxpayers indirectly get to pay the bill. Furthermore, HEBA's management costs are much lower than those of public housing and energy consumption is low. Even the tenants' association has, as I understand it, spoken well of HEBA as a role model. I imagine that with the current stock price, good advice for long-term home savings for young people could be to place money by buying Heba's share at the current stock price corresponding to 39,000kr/sqm where the market value and optionality value are so much higher. That is at least how I think and I hope I have calculated correctly in the above calculation.
I see no fault in the reasoning and also believe that HEBA is a good value investment in the long run. The risk lies entirely in the development of interest rates, as HEBA, which has low yield requirements on its properties, is sensitive to hikes, especially if we then remain at a higher interest rate level for a longer period. It is a bit like buying a long-term bond fund, but HEBA should be a clearly better, inflation-protected alternative. Furthermore, it seems that the market has already priced in a higher interest rate than today's.
·10.10.2025Absolutely MARRE 12. I wish I had "full control".:) . It seems that the re-evaluation of quality companies in the sector has slowly begun. I am diversifying with a German company in the sector, Vonovia and Cibus. Missing a good company that owns good logistics properties.
·26.9.2025I think Heba should have pretty good prospects after the latest interest rate cut. The company is relatively stable but would need a bit more free float. I think it would be good if the owner family could reduce their holdings by about half and abolish the system of A and B shares. But basically positive.- ·13.4.2025Quite a few years ago, an analyst (don't know who) wrote that Heba is the stock for orphaned children and widows = stability.......Mainly has residential properties in the Stockholm area, is low-leveraged and has a very good management result in relation to total rental income.....good cash flow despite large investments in 2024.......well, after my amateur analysis I feel like shopping for some more shares...... :) Why can't they reach a price of SEK close to 80, which was the price close to 2022?
·28.2.2025When will the market wake up to the mispricing in Heba, Klarabo, Neobo and several other real estate stocks? The aforementioned stocks have a net discount of 35 to 62%. Heimstaden reports today that it has sold at 26% above book. As of Q4, it had a net discount of approx. 60%. Long-term interest rates have been pointing down in recent weeks, without this having an impact on the share price of these companies. Mispricing or do you not believe in the fixed-income market?In addition, there is hardly enough new property being built. And the vacancy rate is low. The management results also surprised on the upside. Anyone understand what is happening?
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.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 52 533 | 52 533 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 52 533 | 52 533 | 0 | 0 |
2026 Q3 - tulosraportti
16 päivää sitten
‧16 min
0,55 SEK/osake
Viimeisin osinko
2,42%Tuotto/v
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
- ·3 päivää sittenHave read with great interest Rickard Bråse's comments on why his fund bought cheap shares in HEBA. As of 260930, HEBA's net asset value EPRA NRV per share was 51.64kr and equity per share was 42.30. With a share price of 22.50kr, the long-term upside for the share should be significant. The book value per sqm is 260930 55,288kr per sqm, whereas the stock exchange, with a share price of 22.50kr, values the same portfolio at approx. 39,000 per sqm. My view is that Rickard Bråse has made the correct analysis of Heba. There are no vacancies here. They have a fully renovated portfolio. They are in the right geographical location (Stockholm) where the optionality value upon conversion to tenant-owned apartments prices apartments at significantly higher values. Furthermore, the new production market for apartments in Stockholm's outer areas is perhaps 80,000 – 90,000kr per sqm. Within the tulls (toll zone), it certainly costs 110,000 – 120,000kr or per sqm. So where is it possible to build cheap apartments that both politicians and I would wish for? If public housing were to build, they would have to start with a write-down of the property value as soon as the house is finished and then the taxpayers indirectly get to pay the bill. Furthermore, HEBA's management costs are much lower than those of public housing and energy consumption is low. Even the tenants' association has, as I understand it, spoken well of HEBA as a role model. I imagine that with the current stock price, good advice for long-term home savings for young people could be to place money by buying Heba's share at the current stock price corresponding to 39,000kr/sqm where the market value and optionality value are so much higher. That is at least how I think and I hope I have calculated correctly in the above calculation.I see no fault in the reasoning and also believe that HEBA is a good value investment in the long run. The risk lies entirely in the development of interest rates, as HEBA, which has low yield requirements on its properties, is sensitive to hikes, especially if we then remain at a higher interest rate level for a longer period. It is a bit like buying a long-term bond fund, but HEBA should be a clearly better, inflation-protected alternative. Furthermore, it seems that the market has already priced in a higher interest rate than today's.
- ·10.10.2025Absolutely MARRE 12. I wish I had "full control".:) . It seems that the re-evaluation of quality companies in the sector has slowly begun. I am diversifying with a German company in the sector, Vonovia and Cibus. Missing a good company that owns good logistics properties.
- ·26.9.2025I think Heba should have pretty good prospects after the latest interest rate cut. The company is relatively stable but would need a bit more free float. I think it would be good if the owner family could reduce their holdings by about half and abolish the system of A and B shares. But basically positive.
- ·13.4.2025Quite a few years ago, an analyst (don't know who) wrote that Heba is the stock for orphaned children and widows = stability.......Mainly has residential properties in the Stockholm area, is low-leveraged and has a very good management result in relation to total rental income.....good cash flow despite large investments in 2024.......well, after my amateur analysis I feel like shopping for some more shares...... :) Why can't they reach a price of SEK close to 80, which was the price close to 2022?
- ·28.2.2025When will the market wake up to the mispricing in Heba, Klarabo, Neobo and several other real estate stocks? The aforementioned stocks have a net discount of 35 to 62%. Heimstaden reports today that it has sold at 26% above book. As of Q4, it had a net discount of approx. 60%. Long-term interest rates have been pointing down in recent weeks, without this having an impact on the share price of these companies. Mispricing or do you not believe in the fixed-income market?In addition, there is hardly enough new property being built. And the vacancy rate is low. The management results also surprised on the upside. Anyone understand what is happening?
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 |
|---|---|---|
| 467 | ||
| 233 | ||
| 7 | ||
| 11 | ||
| 10 |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 3.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 21.10. | ||
2026 Q2 - tulosraportti 9.7. | ||
2026 Q1 - tulosraportti 22.4. | ||
2025 Q4 - tulosraportti 4.2. | ||
2025 Q3 - tulosraportti 22.10.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 52 533 | 52 533 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 52 533 | 52 533 | 0 | 0 |
2026 Q3 - tulosraportti
16 päivää sitten
‧16 min
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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 3.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 21.10. | ||
2026 Q2 - tulosraportti 9.7. | ||
2026 Q1 - tulosraportti 22.4. | ||
2025 Q4 - tulosraportti 4.2. | ||
2025 Q3 - tulosraportti 22.10.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
0,55 SEK/osake
Viimeisin osinko
2,42%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·3 päivää sittenHave read with great interest Rickard Bråse's comments on why his fund bought cheap shares in HEBA. As of 260930, HEBA's net asset value EPRA NRV per share was 51.64kr and equity per share was 42.30. With a share price of 22.50kr, the long-term upside for the share should be significant. The book value per sqm is 260930 55,288kr per sqm, whereas the stock exchange, with a share price of 22.50kr, values the same portfolio at approx. 39,000 per sqm. My view is that Rickard Bråse has made the correct analysis of Heba. There are no vacancies here. They have a fully renovated portfolio. They are in the right geographical location (Stockholm) where the optionality value upon conversion to tenant-owned apartments prices apartments at significantly higher values. Furthermore, the new production market for apartments in Stockholm's outer areas is perhaps 80,000 – 90,000kr per sqm. Within the tulls (toll zone), it certainly costs 110,000 – 120,000kr or per sqm. So where is it possible to build cheap apartments that both politicians and I would wish for? If public housing were to build, they would have to start with a write-down of the property value as soon as the house is finished and then the taxpayers indirectly get to pay the bill. Furthermore, HEBA's management costs are much lower than those of public housing and energy consumption is low. Even the tenants' association has, as I understand it, spoken well of HEBA as a role model. I imagine that with the current stock price, good advice for long-term home savings for young people could be to place money by buying Heba's share at the current stock price corresponding to 39,000kr/sqm where the market value and optionality value are so much higher. That is at least how I think and I hope I have calculated correctly in the above calculation.I see no fault in the reasoning and also believe that HEBA is a good value investment in the long run. The risk lies entirely in the development of interest rates, as HEBA, which has low yield requirements on its properties, is sensitive to hikes, especially if we then remain at a higher interest rate level for a longer period. It is a bit like buying a long-term bond fund, but HEBA should be a clearly better, inflation-protected alternative. Furthermore, it seems that the market has already priced in a higher interest rate than today's.
- ·10.10.2025Absolutely MARRE 12. I wish I had "full control".:) . It seems that the re-evaluation of quality companies in the sector has slowly begun. I am diversifying with a German company in the sector, Vonovia and Cibus. Missing a good company that owns good logistics properties.
- ·26.9.2025I think Heba should have pretty good prospects after the latest interest rate cut. The company is relatively stable but would need a bit more free float. I think it would be good if the owner family could reduce their holdings by about half and abolish the system of A and B shares. But basically positive.
- ·13.4.2025Quite a few years ago, an analyst (don't know who) wrote that Heba is the stock for orphaned children and widows = stability.......Mainly has residential properties in the Stockholm area, is low-leveraged and has a very good management result in relation to total rental income.....good cash flow despite large investments in 2024.......well, after my amateur analysis I feel like shopping for some more shares...... :) Why can't they reach a price of SEK close to 80, which was the price close to 2022?
- ·28.2.2025When will the market wake up to the mispricing in Heba, Klarabo, Neobo and several other real estate stocks? The aforementioned stocks have a net discount of 35 to 62%. Heimstaden reports today that it has sold at 26% above book. As of Q4, it had a net discount of approx. 60%. Long-term interest rates have been pointing down in recent weeks, without this having an impact on the share price of these companies. Mispricing or do you not believe in the fixed-income market?In addition, there is hardly enough new property being built. And the vacancy rate is low. The management results also surprised on the upside. Anyone understand what is happening?
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 |
|---|---|---|
| 467 | ||
| 233 | ||
| 7 | ||
| 11 | ||
| 10 |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 52 533 | 52 533 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 52 533 | 52 533 | 0 | 0 |