2025 Q3 -tulosraportti
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32 päivää sitten
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NGM - Nordic SME
Määrä
Osto
2 077
Myynti
Määrä
352
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 100 | AVA | NON | ||
| 119 | AVA | NON | ||
| 10 | NON | AVA | ||
| 131 | NON | ENS | ||
| 25 | NON | AVA |
Ylin
21VWAP
Alin
20,6VaihtoMäärä
0,2 11 018
VWAP
Ylin
21Alin
20,6VaihtoMäärä
0,2 11 018
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2026 Q1 -tulosraportti | 13.5.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 11.11. | |
| 2025 Q2 -tulosraportti | 22.8. | |
| 2025 Q1 -tulosraportti | 8.5. | |
| 2024 Q4 -tulosraportti | 20.2. | |
| 2024 Q3 -tulosraportti | 12.11.2024 |
Datan lähde: FactSet, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·12.11.Listened to Kalkyl's interview with Bo. I must admit I've been a bit tired of Infracom for a while, but now I've regained faith in the company. Ok, Bo is a salesperson, but besides the fact that the margin has strengthened, I hope and believe that security is an area where the company will be able to grow. Add to that potential acquisitions after the BB2 deal is done.
·11.11.Report today! - Revenue decreases slightly, due to churn in acquired customer bases. I also recall they have some customer loss, so there you also lose revenue. - EBIT margin decent, within the margin if one cleanses for a one-off item, according to the CEO. However, Q3 is a quarter that usually has a better margin. - They remove "adjusted EBIT margin" - THANKS!! - Got the feeling that there's a lot of focus on the operations in the CEO's statement. Very good, as I in Q2's report thought there was too much focus on the Bredband2 deal. - Hope they continue to work on the margin, believe there's more to give here. - Believe that CEO-Bo has the acquisition list ready if the Bredband2 deal goes through. I believe the following about the future, if/after the Bredband2 deal: - 2-3% organic growth - 7-8% growth from acquisitions - Continued work on the margin to get into the target range, EBIT: 13-17%, on an annual basis. - If they succeed with that, it will be good for the share price. We are not there yet, but I still believe in CEO-Bo·11.11.Regarding the revenue, it can also decrease because some previous deals were a lot of hardware with typically 0 margin. Bosse preferably doesn't just want to exchange money, so focuses more on services, which is good. But sure, it would have been nice with organic growth sometime, that's why Connect was bought from the start, i.e., to get a sales organization into the company.- ·1.10.If Telia's bid is not allowed by the Competition Authority, it's back to plan A. I don't understand why Infracom looks so cheap.
- ·10.9.Did the market only understand today that the Bredband2/Telia deal is a good thing for Infracom...? Then I would have gladly skipped the extra dividend and rather put everything on BR, maybe it indicates that VD-Bo does not have enough good acquisitions in the pipeline...
- ·22.8.Then the report was here. I think this was a step in the wrong direction: - Negative growth - Slightly worse margin again, but probably depends on worse growth - Will the swap adventure be good for liquidity, maybe cash in the account in October? - Seems to have some acquisition discussions going on. I suspect 1-2 acquisitions will come in Q4 (after cash in the account) The negative growth: - poor sales in a generally grim market - apparently bad in April and May, but better in June - some churn, mainly in acquired customer bases The future: - I think they are rubbing in in a tough market - Maybe a little negative growth in Q3, and then slowly but surely better - Probably 2-3 acquisitions per year - I hope and believe that the operating margin can start to approach the target of 13% in 2026 (not adjusted margin, but real)·22.8.A big minus with Infracom is that they unfortunately have difficulty growing organically. Okay, before the acquisition of Connect, they were a technology company. Now with an FSG organization, I think the company should do better, it worries me. I have a lot of shares, also hoping for acquisitions in the near future. I like Bosse, the subscriptions, not a high valuation.
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.
2025 Q3 -tulosraportti
Vain PDF
32 päivää sitten
0,60 SEK/osake
Viimeisin osinko
2,88 %Tuotto/v
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
- ·12.11.Listened to Kalkyl's interview with Bo. I must admit I've been a bit tired of Infracom for a while, but now I've regained faith in the company. Ok, Bo is a salesperson, but besides the fact that the margin has strengthened, I hope and believe that security is an area where the company will be able to grow. Add to that potential acquisitions after the BB2 deal is done.
- ·11.11.Report today! - Revenue decreases slightly, due to churn in acquired customer bases. I also recall they have some customer loss, so there you also lose revenue. - EBIT margin decent, within the margin if one cleanses for a one-off item, according to the CEO. However, Q3 is a quarter that usually has a better margin. - They remove "adjusted EBIT margin" - THANKS!! - Got the feeling that there's a lot of focus on the operations in the CEO's statement. Very good, as I in Q2's report thought there was too much focus on the Bredband2 deal. - Hope they continue to work on the margin, believe there's more to give here. - Believe that CEO-Bo has the acquisition list ready if the Bredband2 deal goes through. I believe the following about the future, if/after the Bredband2 deal: - 2-3% organic growth - 7-8% growth from acquisitions - Continued work on the margin to get into the target range, EBIT: 13-17%, on an annual basis. - If they succeed with that, it will be good for the share price. We are not there yet, but I still believe in CEO-Bo·11.11.Regarding the revenue, it can also decrease because some previous deals were a lot of hardware with typically 0 margin. Bosse preferably doesn't just want to exchange money, so focuses more on services, which is good. But sure, it would have been nice with organic growth sometime, that's why Connect was bought from the start, i.e., to get a sales organization into the company.
- ·1.10.If Telia's bid is not allowed by the Competition Authority, it's back to plan A. I don't understand why Infracom looks so cheap.
- ·10.9.Did the market only understand today that the Bredband2/Telia deal is a good thing for Infracom...? Then I would have gladly skipped the extra dividend and rather put everything on BR, maybe it indicates that VD-Bo does not have enough good acquisitions in the pipeline...
- ·22.8.Then the report was here. I think this was a step in the wrong direction: - Negative growth - Slightly worse margin again, but probably depends on worse growth - Will the swap adventure be good for liquidity, maybe cash in the account in October? - Seems to have some acquisition discussions going on. I suspect 1-2 acquisitions will come in Q4 (after cash in the account) The negative growth: - poor sales in a generally grim market - apparently bad in April and May, but better in June - some churn, mainly in acquired customer bases The future: - I think they are rubbing in in a tough market - Maybe a little negative growth in Q3, and then slowly but surely better - Probably 2-3 acquisitions per year - I hope and believe that the operating margin can start to approach the target of 13% in 2026 (not adjusted margin, but real)·22.8.A big minus with Infracom is that they unfortunately have difficulty growing organically. Okay, before the acquisition of Connect, they were a technology company. Now with an FSG organization, I think the company should do better, it worries me. I have a lot of shares, also hoping for acquisitions in the near future. I like Bosse, the subscriptions, not a high valuation.
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
NGM - Nordic SME
Määrä
Osto
2 077
Myynti
Määrä
352
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 100 | AVA | NON | ||
| 119 | AVA | NON | ||
| 10 | NON | AVA | ||
| 131 | NON | ENS | ||
| 25 | NON | AVA |
Ylin
21VWAP
Alin
20,6VaihtoMäärä
0,2 11 018
VWAP
Ylin
21Alin
20,6VaihtoMäärä
0,2 11 018
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2026 Q1 -tulosraportti | 13.5.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 11.11. | |
| 2025 Q2 -tulosraportti | 22.8. | |
| 2025 Q1 -tulosraportti | 8.5. | |
| 2024 Q4 -tulosraportti | 20.2. | |
| 2024 Q3 -tulosraportti | 12.11.2024 |
Datan lähde: FactSet, Quartr
2025 Q3 -tulosraportti
Vain PDF
32 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 | |
|---|---|
| 2026 Q1 -tulosraportti | 13.5.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 11.11. | |
| 2025 Q2 -tulosraportti | 22.8. | |
| 2025 Q1 -tulosraportti | 8.5. | |
| 2024 Q4 -tulosraportti | 20.2. | |
| 2024 Q3 -tulosraportti | 12.11.2024 |
Datan lähde: FactSet, Quartr
0,60 SEK/osake
Viimeisin osinko
2,88 %Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·12.11.Listened to Kalkyl's interview with Bo. I must admit I've been a bit tired of Infracom for a while, but now I've regained faith in the company. Ok, Bo is a salesperson, but besides the fact that the margin has strengthened, I hope and believe that security is an area where the company will be able to grow. Add to that potential acquisitions after the BB2 deal is done.
- ·11.11.Report today! - Revenue decreases slightly, due to churn in acquired customer bases. I also recall they have some customer loss, so there you also lose revenue. - EBIT margin decent, within the margin if one cleanses for a one-off item, according to the CEO. However, Q3 is a quarter that usually has a better margin. - They remove "adjusted EBIT margin" - THANKS!! - Got the feeling that there's a lot of focus on the operations in the CEO's statement. Very good, as I in Q2's report thought there was too much focus on the Bredband2 deal. - Hope they continue to work on the margin, believe there's more to give here. - Believe that CEO-Bo has the acquisition list ready if the Bredband2 deal goes through. I believe the following about the future, if/after the Bredband2 deal: - 2-3% organic growth - 7-8% growth from acquisitions - Continued work on the margin to get into the target range, EBIT: 13-17%, on an annual basis. - If they succeed with that, it will be good for the share price. We are not there yet, but I still believe in CEO-Bo·11.11.Regarding the revenue, it can also decrease because some previous deals were a lot of hardware with typically 0 margin. Bosse preferably doesn't just want to exchange money, so focuses more on services, which is good. But sure, it would have been nice with organic growth sometime, that's why Connect was bought from the start, i.e., to get a sales organization into the company.
- ·1.10.If Telia's bid is not allowed by the Competition Authority, it's back to plan A. I don't understand why Infracom looks so cheap.
- ·10.9.Did the market only understand today that the Bredband2/Telia deal is a good thing for Infracom...? Then I would have gladly skipped the extra dividend and rather put everything on BR, maybe it indicates that VD-Bo does not have enough good acquisitions in the pipeline...
- ·22.8.Then the report was here. I think this was a step in the wrong direction: - Negative growth - Slightly worse margin again, but probably depends on worse growth - Will the swap adventure be good for liquidity, maybe cash in the account in October? - Seems to have some acquisition discussions going on. I suspect 1-2 acquisitions will come in Q4 (after cash in the account) The negative growth: - poor sales in a generally grim market - apparently bad in April and May, but better in June - some churn, mainly in acquired customer bases The future: - I think they are rubbing in in a tough market - Maybe a little negative growth in Q3, and then slowly but surely better - Probably 2-3 acquisitions per year - I hope and believe that the operating margin can start to approach the target of 13% in 2026 (not adjusted margin, but real)·22.8.A big minus with Infracom is that they unfortunately have difficulty growing organically. Okay, before the acquisition of Connect, they were a technology company. Now with an FSG organization, I think the company should do better, it worries me. I have a lot of shares, also hoping for acquisitions in the near future. I like Bosse, the subscriptions, not a high valuation.
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
NGM - Nordic SME
Määrä
Osto
2 077
Myynti
Määrä
352
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 100 | AVA | NON | ||
| 119 | AVA | NON | ||
| 10 | NON | AVA | ||
| 131 | NON | ENS | ||
| 25 | NON | AVA |
Ylin
21VWAP
Alin
20,6VaihtoMäärä
0,2 11 018
VWAP
Ylin
21Alin
20,6VaihtoMäärä
0,2 11 018
Välittäjätilasto
Dataa ei löytynyt