2025 Q4 -tulosraportti
56 päivää sitten
‧52 min
4,00 SEK/osake
Viimeisin osinko
0,00%Tuotto/v
Tarjoustasot
Nasdaq Stockholm
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 10 | - | - | ||
| 70 | - | - | ||
| 243 | - | - | ||
| 13 | - | - | ||
| 11 | - | - |
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 427 100 | 427 100 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 427 100 | 427 100 | 0 | 0 |
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 16.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 3.2. | ||
2025 Q3 -tulosraportti 16.10.2025 | ||
2025 Q2 -tulosraportti 8.7.2025 | ||
2025 Q1 -tulosraportti 24.4.2025 | ||
2024 Q4 -tulosraportti 4.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·3 t sittenThe “real NAV discount” is currently 80 % at today's price of 49.88 SEK. This means that one gets the unlisted shares at one fifth of the valuation. One of the good things about this stock is that you don't have to worry about a dilutive rights issue, as we have seen in e.g. KDventure and First Venture. On the contrary. The cash box is overflowing. Despite Kinnevik's write-down of valuations of certain unlisted shares, the discount has only become significantly larger afterwards, not least due to the strong criticism right now. Carnegie's current price target is 105 SEK, which is 19 % below Kinnevik's net asset value. But with this reporting method, one must also remember that one simultaneously gets a 19 % discount on the massive cash holding. SEB's price target of 52 SEK is ridiculously low and largely corresponds to today's battered price. The official NAV discount calculated by ibindex.se has grown to 62 % as of today. But note that I do not calculate the discount in the same way as ibindex, as I instead use what I call the real NAV discount. I calculate the “real NAV discount” of 80 % solely in relation to the unlisted shares, by first fully offsetting the value of the listed shares as well as positive capital including receivables (and offsetting any debt.) After that, it is of course necessary to look at what unlisted shares are in the company's portfolio, and one must consider whether the value is correctly determined. I have no basis to know this, and must therefore assess whether I find the management and critics credible and competent, including to what extent the management itself invests, and whether there are larger investors who sometimes supplement further. But management has at least just carried out a current revaluation of the portfolio's value. And there have also just been insider purchases. But if one is to take into account the current criticism of the valuation, Affärdsvärden has identified 4 shares that they believe are without value. These 4 shares constitute approx. 15 % of Kinnevik's value. I have instead chosen to look at a scenario with an even lower valuation by a 19 % reduction in the value of the shares in Kinnevik's portfolio. In that case, the current real NAV discount will fall from 80 % to 69 %. Even in that situation, there will still be a huge NAV discount in the stock – so it's not that bad even with the most negative outlook.
·4 t sitten · MuokattuTomorrow the annual report will be released. If Kinnevik confirms values in the Portfolio, what happens to the share price then? Will they propose a buyback? What will be said about the write-down in Mathem, which is now valued at 0kr in the books but has apparently turned around? Should there be some upward pressure on the stock this afternoon when short sellers want to exit before tomorrow? News about an IPO of some company?
·18 t sitten1. Wouldn't Kinnevik conduct an external objective analysis of the portfolio? What was the conclusion of that analysis? 2. Anything new about Stegra? Easter deadline? 3. Just for fun, I thought I'd download the Perk-app to see if there's potential. I first checked their promotional video - unfortunately, even that was so ideologically repulsive with lots of wind turbines that I refrained from downloading the junk. The green ideology seems to be deeply embedded in Christina's companies. 4. SEB wrote down the price changes significantly (do they have a proper analysis on that or is it just to avoid embarrassing themselves?). 5. When did the major shareholders/management last buy the share?- ·1 päivä sitten · MuokattuInsanely unserious price target from SEB today Of course, the bank wants to avoid being ridiculed with its previous price target of 94 and show that it can hit the mark. And with the many beatings and the string of reduced price targets that the whipping boy Kinnevik is currently subjected to, the stock is actually right down here at SEB's new price target and will probably be maintained here for a longer period, one must expect with the constant attacks. However, this does not change the substantial fact that the bank's price target of 52 SEK corresponds to all shares in Kinnevik's portfolio across the board being cut with a value reduction of more than 80 %. It is not a serious analysis, but just an attempt to adjust the bank's previous price target to the current share price.·1 päivä sittenWhat is Mathem/Oda worth, actually? 0kr in Kinnevik's books. Kinnevik owns 27% "We are very pleased with the development in the underlying operations. That we have succeeded in lowering fixed costs by 60 percent is a result of systematic work and that we have moved Mathem to a smarter system for groceries through our own technology, Oda Systems. This has laid the foundation for us to now prioritize customers even higher," says Sara Tranarp, Sweden Manager at Mathem.
- ·1 päivä sittenIsn't Mathem written down to 0kr in Kinnevik's books? The digital grocery store Mathem reports a significantly improved result for the full year 2025 after a year characterized by reconstruction and extensive cost savings. The result amounted to 246 million kronor (-902), primarily driven by one-off effects related to debt restructuring. The value must be higher now? Has a turnover of 1.9 billion, positive development every week 2026.
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
56 päivää sitten
‧52 min
4,00 SEK/osake
Viimeisin osinko
0,00%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
- ·3 t sittenThe “real NAV discount” is currently 80 % at today's price of 49.88 SEK. This means that one gets the unlisted shares at one fifth of the valuation. One of the good things about this stock is that you don't have to worry about a dilutive rights issue, as we have seen in e.g. KDventure and First Venture. On the contrary. The cash box is overflowing. Despite Kinnevik's write-down of valuations of certain unlisted shares, the discount has only become significantly larger afterwards, not least due to the strong criticism right now. Carnegie's current price target is 105 SEK, which is 19 % below Kinnevik's net asset value. But with this reporting method, one must also remember that one simultaneously gets a 19 % discount on the massive cash holding. SEB's price target of 52 SEK is ridiculously low and largely corresponds to today's battered price. The official NAV discount calculated by ibindex.se has grown to 62 % as of today. But note that I do not calculate the discount in the same way as ibindex, as I instead use what I call the real NAV discount. I calculate the “real NAV discount” of 80 % solely in relation to the unlisted shares, by first fully offsetting the value of the listed shares as well as positive capital including receivables (and offsetting any debt.) After that, it is of course necessary to look at what unlisted shares are in the company's portfolio, and one must consider whether the value is correctly determined. I have no basis to know this, and must therefore assess whether I find the management and critics credible and competent, including to what extent the management itself invests, and whether there are larger investors who sometimes supplement further. But management has at least just carried out a current revaluation of the portfolio's value. And there have also just been insider purchases. But if one is to take into account the current criticism of the valuation, Affärdsvärden has identified 4 shares that they believe are without value. These 4 shares constitute approx. 15 % of Kinnevik's value. I have instead chosen to look at a scenario with an even lower valuation by a 19 % reduction in the value of the shares in Kinnevik's portfolio. In that case, the current real NAV discount will fall from 80 % to 69 %. Even in that situation, there will still be a huge NAV discount in the stock – so it's not that bad even with the most negative outlook.
- ·4 t sitten · MuokattuTomorrow the annual report will be released. If Kinnevik confirms values in the Portfolio, what happens to the share price then? Will they propose a buyback? What will be said about the write-down in Mathem, which is now valued at 0kr in the books but has apparently turned around? Should there be some upward pressure on the stock this afternoon when short sellers want to exit before tomorrow? News about an IPO of some company?
- ·18 t sitten1. Wouldn't Kinnevik conduct an external objective analysis of the portfolio? What was the conclusion of that analysis? 2. Anything new about Stegra? Easter deadline? 3. Just for fun, I thought I'd download the Perk-app to see if there's potential. I first checked their promotional video - unfortunately, even that was so ideologically repulsive with lots of wind turbines that I refrained from downloading the junk. The green ideology seems to be deeply embedded in Christina's companies. 4. SEB wrote down the price changes significantly (do they have a proper analysis on that or is it just to avoid embarrassing themselves?). 5. When did the major shareholders/management last buy the share?
- ·1 päivä sitten · MuokattuInsanely unserious price target from SEB today Of course, the bank wants to avoid being ridiculed with its previous price target of 94 and show that it can hit the mark. And with the many beatings and the string of reduced price targets that the whipping boy Kinnevik is currently subjected to, the stock is actually right down here at SEB's new price target and will probably be maintained here for a longer period, one must expect with the constant attacks. However, this does not change the substantial fact that the bank's price target of 52 SEK corresponds to all shares in Kinnevik's portfolio across the board being cut with a value reduction of more than 80 %. It is not a serious analysis, but just an attempt to adjust the bank's previous price target to the current share price.·1 päivä sittenWhat is Mathem/Oda worth, actually? 0kr in Kinnevik's books. Kinnevik owns 27% "We are very pleased with the development in the underlying operations. That we have succeeded in lowering fixed costs by 60 percent is a result of systematic work and that we have moved Mathem to a smarter system for groceries through our own technology, Oda Systems. This has laid the foundation for us to now prioritize customers even higher," says Sara Tranarp, Sweden Manager at Mathem.
- ·1 päivä sittenIsn't Mathem written down to 0kr in Kinnevik's books? The digital grocery store Mathem reports a significantly improved result for the full year 2025 after a year characterized by reconstruction and extensive cost savings. The result amounted to 246 million kronor (-902), primarily driven by one-off effects related to debt restructuring. The value must be higher now? Has a turnover of 1.9 billion, positive development every week 2026.
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
Nasdaq Stockholm
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 10 | - | - | ||
| 70 | - | - | ||
| 243 | - | - | ||
| 13 | - | - | ||
| 11 | - | - |
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 427 100 | 427 100 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 427 100 | 427 100 | 0 | 0 |
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 16.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 3.2. | ||
2025 Q3 -tulosraportti 16.10.2025 | ||
2025 Q2 -tulosraportti 8.7.2025 | ||
2025 Q1 -tulosraportti 24.4.2025 | ||
2024 Q4 -tulosraportti 4.2.2025 |
2025 Q4 -tulosraportti
56 päivää sitten
‧52 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 Q1 -tulosraportti 16.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 3.2. | ||
2025 Q3 -tulosraportti 16.10.2025 | ||
2025 Q2 -tulosraportti 8.7.2025 | ||
2025 Q1 -tulosraportti 24.4.2025 | ||
2024 Q4 -tulosraportti 4.2.2025 |
4,00 SEK/osake
Viimeisin osinko
0,00%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·3 t sittenThe “real NAV discount” is currently 80 % at today's price of 49.88 SEK. This means that one gets the unlisted shares at one fifth of the valuation. One of the good things about this stock is that you don't have to worry about a dilutive rights issue, as we have seen in e.g. KDventure and First Venture. On the contrary. The cash box is overflowing. Despite Kinnevik's write-down of valuations of certain unlisted shares, the discount has only become significantly larger afterwards, not least due to the strong criticism right now. Carnegie's current price target is 105 SEK, which is 19 % below Kinnevik's net asset value. But with this reporting method, one must also remember that one simultaneously gets a 19 % discount on the massive cash holding. SEB's price target of 52 SEK is ridiculously low and largely corresponds to today's battered price. The official NAV discount calculated by ibindex.se has grown to 62 % as of today. But note that I do not calculate the discount in the same way as ibindex, as I instead use what I call the real NAV discount. I calculate the “real NAV discount” of 80 % solely in relation to the unlisted shares, by first fully offsetting the value of the listed shares as well as positive capital including receivables (and offsetting any debt.) After that, it is of course necessary to look at what unlisted shares are in the company's portfolio, and one must consider whether the value is correctly determined. I have no basis to know this, and must therefore assess whether I find the management and critics credible and competent, including to what extent the management itself invests, and whether there are larger investors who sometimes supplement further. But management has at least just carried out a current revaluation of the portfolio's value. And there have also just been insider purchases. But if one is to take into account the current criticism of the valuation, Affärdsvärden has identified 4 shares that they believe are without value. These 4 shares constitute approx. 15 % of Kinnevik's value. I have instead chosen to look at a scenario with an even lower valuation by a 19 % reduction in the value of the shares in Kinnevik's portfolio. In that case, the current real NAV discount will fall from 80 % to 69 %. Even in that situation, there will still be a huge NAV discount in the stock – so it's not that bad even with the most negative outlook.
- ·4 t sitten · MuokattuTomorrow the annual report will be released. If Kinnevik confirms values in the Portfolio, what happens to the share price then? Will they propose a buyback? What will be said about the write-down in Mathem, which is now valued at 0kr in the books but has apparently turned around? Should there be some upward pressure on the stock this afternoon when short sellers want to exit before tomorrow? News about an IPO of some company?
- ·18 t sitten1. Wouldn't Kinnevik conduct an external objective analysis of the portfolio? What was the conclusion of that analysis? 2. Anything new about Stegra? Easter deadline? 3. Just for fun, I thought I'd download the Perk-app to see if there's potential. I first checked their promotional video - unfortunately, even that was so ideologically repulsive with lots of wind turbines that I refrained from downloading the junk. The green ideology seems to be deeply embedded in Christina's companies. 4. SEB wrote down the price changes significantly (do they have a proper analysis on that or is it just to avoid embarrassing themselves?). 5. When did the major shareholders/management last buy the share?
- ·1 päivä sitten · MuokattuInsanely unserious price target from SEB today Of course, the bank wants to avoid being ridiculed with its previous price target of 94 and show that it can hit the mark. And with the many beatings and the string of reduced price targets that the whipping boy Kinnevik is currently subjected to, the stock is actually right down here at SEB's new price target and will probably be maintained here for a longer period, one must expect with the constant attacks. However, this does not change the substantial fact that the bank's price target of 52 SEK corresponds to all shares in Kinnevik's portfolio across the board being cut with a value reduction of more than 80 %. It is not a serious analysis, but just an attempt to adjust the bank's previous price target to the current share price.·1 päivä sittenWhat is Mathem/Oda worth, actually? 0kr in Kinnevik's books. Kinnevik owns 27% "We are very pleased with the development in the underlying operations. That we have succeeded in lowering fixed costs by 60 percent is a result of systematic work and that we have moved Mathem to a smarter system for groceries through our own technology, Oda Systems. This has laid the foundation for us to now prioritize customers even higher," says Sara Tranarp, Sweden Manager at Mathem.
- ·1 päivä sittenIsn't Mathem written down to 0kr in Kinnevik's books? The digital grocery store Mathem reports a significantly improved result for the full year 2025 after a year characterized by reconstruction and extensive cost savings. The result amounted to 246 million kronor (-902), primarily driven by one-off effects related to debt restructuring. The value must be higher now? Has a turnover of 1.9 billion, positive development every week 2026.
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
Nasdaq Stockholm
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 10 | - | - | ||
| 70 | - | - | ||
| 243 | - | - | ||
| 13 | - | - | ||
| 11 | - | - |
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 427 100 | 427 100 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 427 100 | 427 100 | 0 | 0 |