Q2-osavuosiraportti
Vain PDF
28 päivää sitten
0,60 SEK/osake
Viimeisin osinko
2,56 %
Tuotto/v
Tarjoustasot
NGM - Nordic SME
Määrä
Osto
675
Myynti
Määrä
798
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 341 | ENS | ENS | ||
| 310 | SWB | ENS | ||
| 190 | SWB | AVA | ||
| 100 | AVA | AVA | ||
| 29 | AVA | AVA |
Ylin
23,4VWAP
Alin
22,9VaihtoMäärä
0,1 2 419
VWAP
Ylin
23,4Alin
22,9VaihtoMäärä
0,1 2 419
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Nordnet Bank AB | 1 077 | 27 | +1 050 | 0 |
| Swedbank AB | 500 | 10 | +490 | 0 |
| Skandinaviska Enskilda Banken AB | 641 | 1 218 | −577 | 341 |
| Avanza Bank AB | 1 618 | 2 581 | −963 | 1 581 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Avanza Bank AB | 1 618 | 2 581 | −963 | 1 581 |
| Skandinaviska Enskilda Banken AB | 641 | 1 218 | −577 | 341 |
| Swedbank AB | 500 | 10 | +490 | 0 |
| Nordnet Bank AB | 1 077 | 27 | +1 050 | 0 |
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q3-osavuosiraportti | 11.11. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 22.8. | |
| 2024 Yhtiökokous | 14.5. | |
| 2025 Q1-osavuosiraportti | 8.5. | |
| 2024 Q4-osavuosiraportti | 20.2. | |
| 2024 Q3-osavuosiraportti | 12.11.2024 |
Datan lähde: Millistream, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
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. 
21.8.·What is the expectation for tomorrow?- 8.5.·Report today: - Stable in terms of both turnover and margin - They have invested another 17 million SEK in the SWAP agreement... feels strange, but I hope that CEO Bo knows what he is doing - A slightly larger customer loss at the beginning of the year; will affect by -14 million SEK on an annual basis - The acquisition of Koneo may contribute with 15-20 million SEK on an annual basis The future: - I hope for 3-5% in organic growth - There will certainly be 1-2 acquisitions per year (I don't believe in any large acquisitions) - Sounds like they (within about 1 year?) have the opportunity to increase the margin somewhat. So it sounds like they can get EBIT within the range for the financial targets, i.e. 13-17%. Maybe within 1 year? - To me the share feels cheap. If we get a few quarters without negative surprises, the valuation should go up
- 15.4.·There seems to be selling pressure on the stock. I suspect that it is the old Connect owners who are now allowed to sell. I think they were allowed to sell another 1/3 of their holdings from April 4th. The "finality" will only come in the Q2 report. Personally, I think that the previous report breathed optimism and that the company should rather benefit from the concerns in the outside world.15.4.·On the volume it looks like Patrick (had finished most of Connect) is done today, or at least by Easter. Then there will probably be another final sale, but that won't be until a year later. It should be said that it's a guess on my part, but it still feels likely that he's the one sitting there pressing the sell button.
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.
Q2-osavuosiraportti
Vain PDF
28 päivää sitten
0,60 SEK/osake
Viimeisin osinko
2,56 %
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
- 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.
- 21.8.·What is the expectation for tomorrow?
- 8.5.·Report today: - Stable in terms of both turnover and margin - They have invested another 17 million SEK in the SWAP agreement... feels strange, but I hope that CEO Bo knows what he is doing - A slightly larger customer loss at the beginning of the year; will affect by -14 million SEK on an annual basis - The acquisition of Koneo may contribute with 15-20 million SEK on an annual basis The future: - I hope for 3-5% in organic growth - There will certainly be 1-2 acquisitions per year (I don't believe in any large acquisitions) - Sounds like they (within about 1 year?) have the opportunity to increase the margin somewhat. So it sounds like they can get EBIT within the range for the financial targets, i.e. 13-17%. Maybe within 1 year? - To me the share feels cheap. If we get a few quarters without negative surprises, the valuation should go up
- 15.4.·There seems to be selling pressure on the stock. I suspect that it is the old Connect owners who are now allowed to sell. I think they were allowed to sell another 1/3 of their holdings from April 4th. The "finality" will only come in the Q2 report. Personally, I think that the previous report breathed optimism and that the company should rather benefit from the concerns in the outside world.15.4.·On the volume it looks like Patrick (had finished most of Connect) is done today, or at least by Easter. Then there will probably be another final sale, but that won't be until a year later. It should be said that it's a guess on my part, but it still feels likely that he's the one sitting there pressing the sell button.
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
675
Myynti
Määrä
798
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 341 | ENS | ENS | ||
| 310 | SWB | ENS | ||
| 190 | SWB | AVA | ||
| 100 | AVA | AVA | ||
| 29 | AVA | AVA |
Ylin
23,4VWAP
Alin
22,9VaihtoMäärä
0,1 2 419
VWAP
Ylin
23,4Alin
22,9VaihtoMäärä
0,1 2 419
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Nordnet Bank AB | 1 077 | 27 | +1 050 | 0 |
| Swedbank AB | 500 | 10 | +490 | 0 |
| Skandinaviska Enskilda Banken AB | 641 | 1 218 | −577 | 341 |
| Avanza Bank AB | 1 618 | 2 581 | −963 | 1 581 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Avanza Bank AB | 1 618 | 2 581 | −963 | 1 581 |
| Skandinaviska Enskilda Banken AB | 641 | 1 218 | −577 | 341 |
| Swedbank AB | 500 | 10 | +490 | 0 |
| Nordnet Bank AB | 1 077 | 27 | +1 050 | 0 |
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q3-osavuosiraportti | 11.11. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 22.8. | |
| 2024 Yhtiökokous | 14.5. | |
| 2025 Q1-osavuosiraportti | 8.5. | |
| 2024 Q4-osavuosiraportti | 20.2. | |
| 2024 Q3-osavuosiraportti | 12.11.2024 |
Datan lähde: Millistream, Quartr
Q2-osavuosiraportti
Vain PDF
28 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 | |
|---|---|
| 2025 Q3-osavuosiraportti | 11.11. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 22.8. | |
| 2024 Yhtiökokous | 14.5. | |
| 2025 Q1-osavuosiraportti | 8.5. | |
| 2024 Q4-osavuosiraportti | 20.2. | |
| 2024 Q3-osavuosiraportti | 12.11.2024 |
Datan lähde: Millistream, Quartr
0,60 SEK/osake
Viimeisin osinko
2,56 %
Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 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.
- 21.8.·What is the expectation for tomorrow?
- 8.5.·Report today: - Stable in terms of both turnover and margin - They have invested another 17 million SEK in the SWAP agreement... feels strange, but I hope that CEO Bo knows what he is doing - A slightly larger customer loss at the beginning of the year; will affect by -14 million SEK on an annual basis - The acquisition of Koneo may contribute with 15-20 million SEK on an annual basis The future: - I hope for 3-5% in organic growth - There will certainly be 1-2 acquisitions per year (I don't believe in any large acquisitions) - Sounds like they (within about 1 year?) have the opportunity to increase the margin somewhat. So it sounds like they can get EBIT within the range for the financial targets, i.e. 13-17%. Maybe within 1 year? - To me the share feels cheap. If we get a few quarters without negative surprises, the valuation should go up
- 15.4.·There seems to be selling pressure on the stock. I suspect that it is the old Connect owners who are now allowed to sell. I think they were allowed to sell another 1/3 of their holdings from April 4th. The "finality" will only come in the Q2 report. Personally, I think that the previous report breathed optimism and that the company should rather benefit from the concerns in the outside world.15.4.·On the volume it looks like Patrick (had finished most of Connect) is done today, or at least by Easter. Then there will probably be another final sale, but that won't be until a year later. It should be said that it's a guess on my part, but it still feels likely that he's the one sitting there pressing the sell button.
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
675
Myynti
Määrä
798
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 341 | ENS | ENS | ||
| 310 | SWB | ENS | ||
| 190 | SWB | AVA | ||
| 100 | AVA | AVA | ||
| 29 | AVA | AVA |
Ylin
23,4VWAP
Alin
22,9VaihtoMäärä
0,1 2 419
VWAP
Ylin
23,4Alin
22,9VaihtoMäärä
0,1 2 419
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Nordnet Bank AB | 1 077 | 27 | +1 050 | 0 |
| Swedbank AB | 500 | 10 | +490 | 0 |
| Skandinaviska Enskilda Banken AB | 641 | 1 218 | −577 | 341 |
| Avanza Bank AB | 1 618 | 2 581 | −963 | 1 581 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Avanza Bank AB | 1 618 | 2 581 | −963 | 1 581 |
| Skandinaviska Enskilda Banken AB | 641 | 1 218 | −577 | 341 |
| Swedbank AB | 500 | 10 | +490 | 0 |
| Nordnet Bank AB | 1 077 | 27 | +1 050 | 0 |