2025 Q4 -tulosraportti
Vain PDF
57 päivää sitten
0,60 SEK/osake
Irtoamispäivä 20.5.
2,75%Tuotto/v
Tarjoustasot
NGM - Nordic SME
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 542 | AVA | ENS | ||
| 621 | AVA | ENS | ||
| 6 | AVA | ENS | ||
| 500 | NON | NON | ||
| 1 246 | AVA | NON |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 8.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 20.2. | ||
2025 Q3 -tulosraportti 11.11.2025 | ||
2025 Q2 -tulosraportti 22.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 | ||
2024 Q4 -tulosraportti 20.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·7.4.Traded volume stands out today (April 7)! Could be the Connect owners who have sold off. I think it looks like the volume matches, possibly that they sold off everything today.·2 päivää sittenReally poor share price development lately... I have a forward-looking PE of approx. 9 (after the dividend): - Growth 2-3% - Margin: 11.8% (EBIT) - Margin: 8.9% (Profit after Tax) Not easy to understand why the multiple is so low Desirable: - A few percent organic growth - That the margin comes within the range of the financial targets (I think they will have just solved this when we summarize 2026) - New qualitative acquisitions- ·20.2.Report today - Revenue decreases, yet a few percentage points better than I thought - Margin slightly worse, but Q4 is usually a bit lower - New financial target for EBITA margin: 12-15%, i.e., a slightly lower ambition level - Cash well-filled after the Telia deal - Nice dividend - I am now awaiting more acquisitions So it looks pretty good - Unfortunately, they have lost some customers since before, hope and believe that they can now get organic growth going, a few percentage points are enough for me - New margin target, hope they will reach the range in about 1 year, it's going in the right direction, but slowly, slowly - They have a financial growth target of 15-20%, maybe they can be close to this target in the coming 2-3 years. The lion's share will come from acquisitions - Lowly valued, especially if they can increase the margin somewhat, and get started with acquisitions·20.2.I made a forecast that results in a forward-looking PE of approx. 12 (share price: 26 kr) - Not accounted for any new acquisitions - Expect the margin to strengthen slowly quarter by quarter, R12 EBITA of 12.5% for 2026 - Feels like they are done with the major changes in organization and product offering, so much now is about execution Numerically, Q1 will probably be a bit bumpy with the Telia deal, after that it should become simpler/normal again Hope CEO Bo can complete 2-3 acquisitions during 2026 with revenue of 25-50 mkr each
·23.12.2025Now the Competition Authority has given its approval, the deal can be completed 😄·2.2.It seems Telia will make the payment itself on Feb 6. Will be a good addition for Infracom!! Probably quite nice for Infracom to get this done, now full focus on operations and an acquisition or two!! I also suspect that the extra dividend will come, perhaps in connection with the ordinary dividend.- ·19.12.2025Acquisition again! - On paper it looked good - Indicates a belief in a continued journey It has been quite a tough share price journey during 2024 and 2025, but I hope and believe it will turn around during 2026: - Believe that the Bredband2 deal will go through - Extra dividend - Continued acquisition journey - Internal work hopefully means approaching the margin target - Maybe, maybe the company can also achieve some organic growth (hardly dare to believe...)
- ·12.11.2025Listened 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.
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
Vain PDF
57 päivää sitten
0,60 SEK/osake
Irtoamispäivä 20.5.
2,75%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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·7.4.Traded volume stands out today (April 7)! Could be the Connect owners who have sold off. I think it looks like the volume matches, possibly that they sold off everything today.·2 päivää sittenReally poor share price development lately... I have a forward-looking PE of approx. 9 (after the dividend): - Growth 2-3% - Margin: 11.8% (EBIT) - Margin: 8.9% (Profit after Tax) Not easy to understand why the multiple is so low Desirable: - A few percent organic growth - That the margin comes within the range of the financial targets (I think they will have just solved this when we summarize 2026) - New qualitative acquisitions
- ·20.2.Report today - Revenue decreases, yet a few percentage points better than I thought - Margin slightly worse, but Q4 is usually a bit lower - New financial target for EBITA margin: 12-15%, i.e., a slightly lower ambition level - Cash well-filled after the Telia deal - Nice dividend - I am now awaiting more acquisitions So it looks pretty good - Unfortunately, they have lost some customers since before, hope and believe that they can now get organic growth going, a few percentage points are enough for me - New margin target, hope they will reach the range in about 1 year, it's going in the right direction, but slowly, slowly - They have a financial growth target of 15-20%, maybe they can be close to this target in the coming 2-3 years. The lion's share will come from acquisitions - Lowly valued, especially if they can increase the margin somewhat, and get started with acquisitions·20.2.I made a forecast that results in a forward-looking PE of approx. 12 (share price: 26 kr) - Not accounted for any new acquisitions - Expect the margin to strengthen slowly quarter by quarter, R12 EBITA of 12.5% for 2026 - Feels like they are done with the major changes in organization and product offering, so much now is about execution Numerically, Q1 will probably be a bit bumpy with the Telia deal, after that it should become simpler/normal again Hope CEO Bo can complete 2-3 acquisitions during 2026 with revenue of 25-50 mkr each
- ·23.12.2025Now the Competition Authority has given its approval, the deal can be completed 😄·2.2.It seems Telia will make the payment itself on Feb 6. Will be a good addition for Infracom!! Probably quite nice for Infracom to get this done, now full focus on operations and an acquisition or two!! I also suspect that the extra dividend will come, perhaps in connection with the ordinary dividend.
- ·19.12.2025Acquisition again! - On paper it looked good - Indicates a belief in a continued journey It has been quite a tough share price journey during 2024 and 2025, but I hope and believe it will turn around during 2026: - Believe that the Bredband2 deal will go through - Extra dividend - Continued acquisition journey - Internal work hopefully means approaching the margin target - Maybe, maybe the company can also achieve some organic growth (hardly dare to believe...)
- ·12.11.2025Listened 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.
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
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 542 | AVA | ENS | ||
| 621 | AVA | ENS | ||
| 6 | AVA | ENS | ||
| 500 | NON | NON | ||
| 1 246 | AVA | NON |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 8.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 20.2. | ||
2025 Q3 -tulosraportti 11.11.2025 | ||
2025 Q2 -tulosraportti 22.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 | ||
2024 Q4 -tulosraportti 20.2.2025 |
2025 Q4 -tulosraportti
Vain PDF
57 päivää sitten
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 8.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 20.2. | ||
2025 Q3 -tulosraportti 11.11.2025 | ||
2025 Q2 -tulosraportti 22.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 | ||
2024 Q4 -tulosraportti 20.2.2025 |
0,60 SEK/osake
Irtoamispäivä 20.5.
2,75%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·7.4.Traded volume stands out today (April 7)! Could be the Connect owners who have sold off. I think it looks like the volume matches, possibly that they sold off everything today.·2 päivää sittenReally poor share price development lately... I have a forward-looking PE of approx. 9 (after the dividend): - Growth 2-3% - Margin: 11.8% (EBIT) - Margin: 8.9% (Profit after Tax) Not easy to understand why the multiple is so low Desirable: - A few percent organic growth - That the margin comes within the range of the financial targets (I think they will have just solved this when we summarize 2026) - New qualitative acquisitions
- ·20.2.Report today - Revenue decreases, yet a few percentage points better than I thought - Margin slightly worse, but Q4 is usually a bit lower - New financial target for EBITA margin: 12-15%, i.e., a slightly lower ambition level - Cash well-filled after the Telia deal - Nice dividend - I am now awaiting more acquisitions So it looks pretty good - Unfortunately, they have lost some customers since before, hope and believe that they can now get organic growth going, a few percentage points are enough for me - New margin target, hope they will reach the range in about 1 year, it's going in the right direction, but slowly, slowly - They have a financial growth target of 15-20%, maybe they can be close to this target in the coming 2-3 years. The lion's share will come from acquisitions - Lowly valued, especially if they can increase the margin somewhat, and get started with acquisitions·20.2.I made a forecast that results in a forward-looking PE of approx. 12 (share price: 26 kr) - Not accounted for any new acquisitions - Expect the margin to strengthen slowly quarter by quarter, R12 EBITA of 12.5% for 2026 - Feels like they are done with the major changes in organization and product offering, so much now is about execution Numerically, Q1 will probably be a bit bumpy with the Telia deal, after that it should become simpler/normal again Hope CEO Bo can complete 2-3 acquisitions during 2026 with revenue of 25-50 mkr each
- ·23.12.2025Now the Competition Authority has given its approval, the deal can be completed 😄·2.2.It seems Telia will make the payment itself on Feb 6. Will be a good addition for Infracom!! Probably quite nice for Infracom to get this done, now full focus on operations and an acquisition or two!! I also suspect that the extra dividend will come, perhaps in connection with the ordinary dividend.
- ·19.12.2025Acquisition again! - On paper it looked good - Indicates a belief in a continued journey It has been quite a tough share price journey during 2024 and 2025, but I hope and believe it will turn around during 2026: - Believe that the Bredband2 deal will go through - Extra dividend - Continued acquisition journey - Internal work hopefully means approaching the margin target - Maybe, maybe the company can also achieve some organic growth (hardly dare to believe...)
- ·12.11.2025Listened 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.
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
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 542 | AVA | ENS | ||
| 621 | AVA | ENS | ||
| 6 | AVA | ENS | ||
| 500 | NON | NON | ||
| 1 246 | AVA | NON |
Välittäjätilasto
Dataa ei löytynyt