2026 Q1 -tulosraportti
70 päivää sitten
‧58 min
0,95 SEK/osake
Irtoamispäivä 12.11.
3,01%Tuotto/v
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 Q2 -tulosraportti 17.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 28.4. | ||
2025 Q4 -tulosraportti 29.1. | ||
2025 Q3 -tulosraportti 23.10.2025 | ||
2025 Q2 -tulosraportti 18.7.2025 | ||
2025 Q1 -tulosraportti 25.4.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
2.7.No route to grow or expand. Only way to grow the revenue is to increase prices. This could at most have become a nice dividend stock if the owners understood that hemnet is more like tele2 and less like Spotify.
·2.7.If you are wondering why the stock is heavily shorted, listen to this podcast. This explains why setbacks are not temporary noise but a lasting change. https://www.aftonbladet.se/podcasts/episode/402547 SvD's tech analyst reviews why brokers and sellers are leaving Hemnet.
2.7.sadly if you were right that nothing has changes, how do we then explain the very poor stastistics in terms new items on their web side?- ·2.7. · MuokattuI think Hemnet is one of the most interesting stock cases right now. There are two diametrically opposed views of the way forward. Those who are negative can justify a valuation of 50 kr in 2030, those who are positive can justify a valuation of 500 kr. Time will tell who is right. Asked ChatGPT to summarize our latest discussion. Hemnet – are the pieces of the puzzle starting to fall into place? Over the past year, Hemnet has been pressured by concerns about Booli, Konkurrensverket's review, and high short selling. At the same time, analysts' target prices have been significantly higher than the share price. The question is why. An interesting piece of the puzzle is the Australian quality fund GCQ Funds, which recently increased its holding to approximately 8,7 % of Hemnet. The fund has conducted an extensive analysis, met with the company's management, and describes Hemnet as one of Europe's highest quality companies. They compare Hemnet with REA Group and Rightmove and believe that the market underestimates the company's long-term pricing power and cash flow. Analysts' forecasts are also worth a closer look. The fact is that they are not particularly optimistic for 2026. Consensus expects an essentially unchanged earnings per share: • 2026: 5,45 kr • 2027: 7,53 kr • 2028: 9,12 kr This means that market consensus already today expects a strong earnings improvement from 2027 onwards. At the same time, Hemnet continues its share buybacks. With approximately 92 million outstanding shares and a buyback program that can reduce the number of shares by several percent over time, the buybacks have a clear positive effect on earnings per share. This is a factor that easily gets overshadowed when the focus is on revenue growth. The ownership structure is also unusually strong. Vor Capital, Mäklarsamfundet, GCQ and several large international institutions control a significant portion of the company. Add to that the company's own buybacks and continued high short selling, and the actual free float becomes significantly smaller than what the total number of shares suggests. Historically, Hemnet has been valued on par with international quality companies in digital housing platforms. For several years, the stock traded at significantly higher multiples than today, as the market saw sustainable pricing power and strong network effects as the company's primary assets. This does not mean that the stock must return to these valuations. Konkurrensverket's review and competition from Booli remain important uncertainty factors. But it is difficult to ignore that one of the company's largest owners chooses to increase its holding while the analyst community expects strong earnings growth in the coming years. The Q2 report on July 17 will therefore be particularly interesting. If Hemnet shows continued pricing power, strong cash flow, and continued buybacks, it could be an important test of whether the market's current valuation truly reflects the company's long-term potential. There are actually two completely different investment cases: Bear scenario • Booli erodes Hemnet's market position. • Konkurrensverket limits pricing. • Price increases cease. • Buybacks become less value-creating. • The multiple remains low or falls further. Bull scenario • Hemnet retains its dominant position. • ARPL continues to increase for many years. • Buybacks drive EPS faster than operating profit. • Konkurrensverket's review has limited consequences. • The market begins to re-value Hemnet as a quality company. There are not many companies where these two scenarios lead to such different valuations.
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 Q1 -tulosraportti
70 päivää sitten
‧58 min
0,95 SEK/osake
Irtoamispäivä 12.11.
3,01%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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- 2.7.No route to grow or expand. Only way to grow the revenue is to increase prices. This could at most have become a nice dividend stock if the owners understood that hemnet is more like tele2 and less like Spotify.
- ·2.7.If you are wondering why the stock is heavily shorted, listen to this podcast. This explains why setbacks are not temporary noise but a lasting change. https://www.aftonbladet.se/podcasts/episode/402547 SvD's tech analyst reviews why brokers and sellers are leaving Hemnet.2.7.sadly if you were right that nothing has changes, how do we then explain the very poor stastistics in terms new items on their web side?
- ·2.7. · MuokattuI think Hemnet is one of the most interesting stock cases right now. There are two diametrically opposed views of the way forward. Those who are negative can justify a valuation of 50 kr in 2030, those who are positive can justify a valuation of 500 kr. Time will tell who is right. Asked ChatGPT to summarize our latest discussion. Hemnet – are the pieces of the puzzle starting to fall into place? Over the past year, Hemnet has been pressured by concerns about Booli, Konkurrensverket's review, and high short selling. At the same time, analysts' target prices have been significantly higher than the share price. The question is why. An interesting piece of the puzzle is the Australian quality fund GCQ Funds, which recently increased its holding to approximately 8,7 % of Hemnet. The fund has conducted an extensive analysis, met with the company's management, and describes Hemnet as one of Europe's highest quality companies. They compare Hemnet with REA Group and Rightmove and believe that the market underestimates the company's long-term pricing power and cash flow. Analysts' forecasts are also worth a closer look. The fact is that they are not particularly optimistic for 2026. Consensus expects an essentially unchanged earnings per share: • 2026: 5,45 kr • 2027: 7,53 kr • 2028: 9,12 kr This means that market consensus already today expects a strong earnings improvement from 2027 onwards. At the same time, Hemnet continues its share buybacks. With approximately 92 million outstanding shares and a buyback program that can reduce the number of shares by several percent over time, the buybacks have a clear positive effect on earnings per share. This is a factor that easily gets overshadowed when the focus is on revenue growth. The ownership structure is also unusually strong. Vor Capital, Mäklarsamfundet, GCQ and several large international institutions control a significant portion of the company. Add to that the company's own buybacks and continued high short selling, and the actual free float becomes significantly smaller than what the total number of shares suggests. Historically, Hemnet has been valued on par with international quality companies in digital housing platforms. For several years, the stock traded at significantly higher multiples than today, as the market saw sustainable pricing power and strong network effects as the company's primary assets. This does not mean that the stock must return to these valuations. Konkurrensverket's review and competition from Booli remain important uncertainty factors. But it is difficult to ignore that one of the company's largest owners chooses to increase its holding while the analyst community expects strong earnings growth in the coming years. The Q2 report on July 17 will therefore be particularly interesting. If Hemnet shows continued pricing power, strong cash flow, and continued buybacks, it could be an important test of whether the market's current valuation truly reflects the company's long-term potential. There are actually two completely different investment cases: Bear scenario • Booli erodes Hemnet's market position. • Konkurrensverket limits pricing. • Price increases cease. • Buybacks become less value-creating. • The multiple remains low or falls further. Bull scenario • Hemnet retains its dominant position. • ARPL continues to increase for many years. • Buybacks drive EPS faster than operating profit. • Konkurrensverket's review has limited consequences. • The market begins to re-value Hemnet as a quality company. There are not many companies where these two scenarios lead to such different valuations.
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 Q2 -tulosraportti 17.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 28.4. | ||
2025 Q4 -tulosraportti 29.1. | ||
2025 Q3 -tulosraportti 23.10.2025 | ||
2025 Q2 -tulosraportti 18.7.2025 | ||
2025 Q1 -tulosraportti 25.4.2025 |
2026 Q1 -tulosraportti
70 päivää sitten
‧58 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 Q2 -tulosraportti 17.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 28.4. | ||
2025 Q4 -tulosraportti 29.1. | ||
2025 Q3 -tulosraportti 23.10.2025 | ||
2025 Q2 -tulosraportti 18.7.2025 | ||
2025 Q1 -tulosraportti 25.4.2025 |
0,95 SEK/osake
Irtoamispäivä 12.11.
3,01%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- 2.7.No route to grow or expand. Only way to grow the revenue is to increase prices. This could at most have become a nice dividend stock if the owners understood that hemnet is more like tele2 and less like Spotify.
- ·2.7.If you are wondering why the stock is heavily shorted, listen to this podcast. This explains why setbacks are not temporary noise but a lasting change. https://www.aftonbladet.se/podcasts/episode/402547 SvD's tech analyst reviews why brokers and sellers are leaving Hemnet.2.7.sadly if you were right that nothing has changes, how do we then explain the very poor stastistics in terms new items on their web side?
- ·2.7. · MuokattuI think Hemnet is one of the most interesting stock cases right now. There are two diametrically opposed views of the way forward. Those who are negative can justify a valuation of 50 kr in 2030, those who are positive can justify a valuation of 500 kr. Time will tell who is right. Asked ChatGPT to summarize our latest discussion. Hemnet – are the pieces of the puzzle starting to fall into place? Over the past year, Hemnet has been pressured by concerns about Booli, Konkurrensverket's review, and high short selling. At the same time, analysts' target prices have been significantly higher than the share price. The question is why. An interesting piece of the puzzle is the Australian quality fund GCQ Funds, which recently increased its holding to approximately 8,7 % of Hemnet. The fund has conducted an extensive analysis, met with the company's management, and describes Hemnet as one of Europe's highest quality companies. They compare Hemnet with REA Group and Rightmove and believe that the market underestimates the company's long-term pricing power and cash flow. Analysts' forecasts are also worth a closer look. The fact is that they are not particularly optimistic for 2026. Consensus expects an essentially unchanged earnings per share: • 2026: 5,45 kr • 2027: 7,53 kr • 2028: 9,12 kr This means that market consensus already today expects a strong earnings improvement from 2027 onwards. At the same time, Hemnet continues its share buybacks. With approximately 92 million outstanding shares and a buyback program that can reduce the number of shares by several percent over time, the buybacks have a clear positive effect on earnings per share. This is a factor that easily gets overshadowed when the focus is on revenue growth. The ownership structure is also unusually strong. Vor Capital, Mäklarsamfundet, GCQ and several large international institutions control a significant portion of the company. Add to that the company's own buybacks and continued high short selling, and the actual free float becomes significantly smaller than what the total number of shares suggests. Historically, Hemnet has been valued on par with international quality companies in digital housing platforms. For several years, the stock traded at significantly higher multiples than today, as the market saw sustainable pricing power and strong network effects as the company's primary assets. This does not mean that the stock must return to these valuations. Konkurrensverket's review and competition from Booli remain important uncertainty factors. But it is difficult to ignore that one of the company's largest owners chooses to increase its holding while the analyst community expects strong earnings growth in the coming years. The Q2 report on July 17 will therefore be particularly interesting. If Hemnet shows continued pricing power, strong cash flow, and continued buybacks, it could be an important test of whether the market's current valuation truly reflects the company's long-term potential. There are actually two completely different investment cases: Bear scenario • Booli erodes Hemnet's market position. • Konkurrensverket limits pricing. • Price increases cease. • Buybacks become less value-creating. • The multiple remains low or falls further. Bull scenario • Hemnet retains its dominant position. • ARPL continues to increase for many years. • Buybacks drive EPS faster than operating profit. • Konkurrensverket's review has limited consequences. • The market begins to re-value Hemnet as a quality company. There are not many companies where these two scenarios lead to such different valuations.
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