2026 Q3 - tulosraportti
23 päivää sitten
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| 21 | ||
| 36 | ||
| 78 | ||
| 2 | ||
| 68 |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 21.1.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 22.10. | ||
2026 Q2 - tulosraportti 16.7. | ||
2026 Q1 - tulosraportti 23.4. | ||
2025 Q4 - tulosraportti 22.1. | ||
2025 Q3 - tulosraportti 23.10.2025 |
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
·22.10."SEB raises price target for Linc to 89 kronor (85), reiterates buy. Net asset value is approx. 79,7 SEK. The share price is currently approx. 68 SEK. Why do Swedish investors no longer care about Linc? Where one previously paid a heavy premium for being invested in Linc, the picture is now the opposite. The net asset value discount is so large that you get all unlisted shares for free and more on top of that."
The net asset value growth has been poor the last few years if you compare with other investment companies but the discount is a bit too high now, therefore they are buying back shares.- ·8.10.Updated 08.10.2026 Why do Swedish investors no longer care about Linc? The discount to net asset value is so large that you get all unlisted shares for free and more on top. Where previously you paid a heavy premium to be invested in Linc, the picture is now the reverse. This was also the case at the beginning of the year, but it corrected itself about half a year ago, when actually again on some days a premium of 1.7 % was paid compared to the net asset value. Today, according to ibindex.se, you instead get a discount of 13.68 % at a share price of 66.20 SEK. Yesterday the discount was up over 15 %. But that is not how I normally calculate the discount, as I instead use what I term the "real discount to net asset value". But if I use that method, I reach a discount of well over 100 %, and of course you cannot do that. I calculate the real discount to net asset value exclusively in relation to the unlisted shares, since I first fully offset the value of the listed shares as well as positive capital including receivables (and offset any debt). So I currently have to distribute the discount to net asset value such that I conclude that at the current share price you get all the unlisted shares in Linc's portfolio completely for free, and in addition you get a discount on the listed shares of 7 % of their current market value on the stock exchange. Hence the question: Why do Swedish investors no longer care about Linc? It is of course necessary to look at what unlisted shares are in the company's portfolio, and you have to consider whether the value is correctly set. I am not in a position to know that, and must therefore assess whether I find management credible and competent, including to what extent management itself invests, and whether there are major investors who occasionally top up further. (One can note that there have been decent insider purchases during the year, and the share price of Linc has also briefly been above the net asset value.) Since the 15 unlisted shares in Linc only constitute approx. 10 % of the total net asset value, it does not really matter much in Linc if one or two of these shares were to be priced too high or were to go bankrupt. But nothing has been announced to the effect that the value of the unlisted shares has fallen – and currently you get them all completely for free – so what is the problem if they were all worth 0 kroner? Another prerequisite is of course that you are confident that the daily price of the listed shares will hold up in the future to the same extent as other shares in the market, or whether you assess that some of them have heavy skeletons in the closet. Personally, I do not think there is anything that specifically points to that. With Linc you get a reasonably diversified listed portfolio within biotech, with a discount right now of 7 %, which you would not get if you were to assemble your portfolio yourself with the corresponding shares. An important detail of course is that Medcap accounts for 1/3 of the value in the Linc share. Medcap is relatively low-priced at the moment, which can provide upside potential. If, conversely – overly dramatically – you assess that Medcap could go bankrupt and end up at 0 SEK, it corresponds to the Linc share price being 20 % too high. But that is hardly a scenario that anyone can imagine. However, I choose to keep a continuous eye on the price development in Medcap to evaluate Linc. But again – it is nothing new that Medcap accounts for so much. It did so too when Linc was previously sold at well above net asset value. So nothing has changed – except that Linc is now sold at a very large discount. Personally, I think it is an advantage to be invested in Medcap via Linc, so I have major insurance through the diversification in Linc instead of being directly invested in Medcap myself – but that is probably a matter of taste. Is Linc still a good offer right now? Linc is a somewhat strange share. In periods you pay a premium, and in other periods you get a large discount. There are no fundamental reasons for the fluctuations, so you just have to get used to them – and use them in your buying and selling strategy. One of the very nice things about this share is that you do not need to be nervous about a dilutive rights issue, as we have seen in investment companies such as Karolinska Development and First Venture. Quite the contrary. The cash register is overflowing. (I use the figures in ibindex.se for my analysis, but have reduced the number of shares by 300,000 as a result of the ongoing buyback program.)
·22.5.Excellent with buybacks. Sitting on capital that isn't working doesn't feel particularly forward-leaning. Now earnings per share increase while retaining opportunities for corporate transactions. Good!
·8.3.Dagens industri reiterates its buy recommendation for Bengt Julander's investment company Linc. Contains unique investment opportunities, is diversified and trades at a discount to net asset value. https://nyemissioner.se/nyheter/investmentbolaget-linc-ar-fortsatt-kopvart-anser-dagens-industri/
·26.2.Interesting situation!i Linc? Large insider purchases recently and that they own approx. 15% of Medivir which has surged approx. 240 % while Linc has only moved a 5-7%. Realized some of the profit in Medivir and bought Linc today.
It's probably Medcap that is the large holding and they came with a good report. Looks a bit nicer now with this one too.
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.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q3 - tulosraportti
23 päivää sitten
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
- ·22.10."SEB raises price target for Linc to 89 kronor (85), reiterates buy. Net asset value is approx. 79,7 SEK. The share price is currently approx. 68 SEK. Why do Swedish investors no longer care about Linc? Where one previously paid a heavy premium for being invested in Linc, the picture is now the opposite. The net asset value discount is so large that you get all unlisted shares for free and more on top of that."The net asset value growth has been poor the last few years if you compare with other investment companies but the discount is a bit too high now, therefore they are buying back shares.
- ·8.10.Updated 08.10.2026 Why do Swedish investors no longer care about Linc? The discount to net asset value is so large that you get all unlisted shares for free and more on top. Where previously you paid a heavy premium to be invested in Linc, the picture is now the reverse. This was also the case at the beginning of the year, but it corrected itself about half a year ago, when actually again on some days a premium of 1.7 % was paid compared to the net asset value. Today, according to ibindex.se, you instead get a discount of 13.68 % at a share price of 66.20 SEK. Yesterday the discount was up over 15 %. But that is not how I normally calculate the discount, as I instead use what I term the "real discount to net asset value". But if I use that method, I reach a discount of well over 100 %, and of course you cannot do that. I calculate the real discount to net asset value exclusively in relation to the unlisted shares, since I first fully offset the value of the listed shares as well as positive capital including receivables (and offset any debt). So I currently have to distribute the discount to net asset value such that I conclude that at the current share price you get all the unlisted shares in Linc's portfolio completely for free, and in addition you get a discount on the listed shares of 7 % of their current market value on the stock exchange. Hence the question: Why do Swedish investors no longer care about Linc? It is of course necessary to look at what unlisted shares are in the company's portfolio, and you have to consider whether the value is correctly set. I am not in a position to know that, and must therefore assess whether I find management credible and competent, including to what extent management itself invests, and whether there are major investors who occasionally top up further. (One can note that there have been decent insider purchases during the year, and the share price of Linc has also briefly been above the net asset value.) Since the 15 unlisted shares in Linc only constitute approx. 10 % of the total net asset value, it does not really matter much in Linc if one or two of these shares were to be priced too high or were to go bankrupt. But nothing has been announced to the effect that the value of the unlisted shares has fallen – and currently you get them all completely for free – so what is the problem if they were all worth 0 kroner? Another prerequisite is of course that you are confident that the daily price of the listed shares will hold up in the future to the same extent as other shares in the market, or whether you assess that some of them have heavy skeletons in the closet. Personally, I do not think there is anything that specifically points to that. With Linc you get a reasonably diversified listed portfolio within biotech, with a discount right now of 7 %, which you would not get if you were to assemble your portfolio yourself with the corresponding shares. An important detail of course is that Medcap accounts for 1/3 of the value in the Linc share. Medcap is relatively low-priced at the moment, which can provide upside potential. If, conversely – overly dramatically – you assess that Medcap could go bankrupt and end up at 0 SEK, it corresponds to the Linc share price being 20 % too high. But that is hardly a scenario that anyone can imagine. However, I choose to keep a continuous eye on the price development in Medcap to evaluate Linc. But again – it is nothing new that Medcap accounts for so much. It did so too when Linc was previously sold at well above net asset value. So nothing has changed – except that Linc is now sold at a very large discount. Personally, I think it is an advantage to be invested in Medcap via Linc, so I have major insurance through the diversification in Linc instead of being directly invested in Medcap myself – but that is probably a matter of taste. Is Linc still a good offer right now? Linc is a somewhat strange share. In periods you pay a premium, and in other periods you get a large discount. There are no fundamental reasons for the fluctuations, so you just have to get used to them – and use them in your buying and selling strategy. One of the very nice things about this share is that you do not need to be nervous about a dilutive rights issue, as we have seen in investment companies such as Karolinska Development and First Venture. Quite the contrary. The cash register is overflowing. (I use the figures in ibindex.se for my analysis, but have reduced the number of shares by 300,000 as a result of the ongoing buyback program.)
- ·22.5.Excellent with buybacks. Sitting on capital that isn't working doesn't feel particularly forward-leaning. Now earnings per share increase while retaining opportunities for corporate transactions. Good!
- ·8.3.Dagens industri reiterates its buy recommendation for Bengt Julander's investment company Linc. Contains unique investment opportunities, is diversified and trades at a discount to net asset value. https://nyemissioner.se/nyheter/investmentbolaget-linc-ar-fortsatt-kopvart-anser-dagens-industri/
- ·26.2.Interesting situation!i Linc? Large insider purchases recently and that they own approx. 15% of Medivir which has surged approx. 240 % while Linc has only moved a 5-7%. Realized some of the profit in Medivir and bought Linc today.It's probably Medcap that is the large holding and they came with a good report. Looks a bit nicer now with this one too.
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| 21 | ||
| 36 | ||
| 78 | ||
| 2 | ||
| 68 |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 21.1.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 22.10. | ||
2026 Q2 - tulosraportti 16.7. | ||
2026 Q1 - tulosraportti 23.4. | ||
2025 Q4 - tulosraportti 22.1. | ||
2025 Q3 - tulosraportti 23.10.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q3 - tulosraportti
23 päivää sitten
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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 21.1.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 22.10. | ||
2026 Q2 - tulosraportti 16.7. | ||
2026 Q1 - tulosraportti 23.4. | ||
2025 Q4 - tulosraportti 22.1. | ||
2025 Q3 - tulosraportti 23.10.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·22.10."SEB raises price target for Linc to 89 kronor (85), reiterates buy. Net asset value is approx. 79,7 SEK. The share price is currently approx. 68 SEK. Why do Swedish investors no longer care about Linc? Where one previously paid a heavy premium for being invested in Linc, the picture is now the opposite. The net asset value discount is so large that you get all unlisted shares for free and more on top of that."The net asset value growth has been poor the last few years if you compare with other investment companies but the discount is a bit too high now, therefore they are buying back shares.
- ·8.10.Updated 08.10.2026 Why do Swedish investors no longer care about Linc? The discount to net asset value is so large that you get all unlisted shares for free and more on top. Where previously you paid a heavy premium to be invested in Linc, the picture is now the reverse. This was also the case at the beginning of the year, but it corrected itself about half a year ago, when actually again on some days a premium of 1.7 % was paid compared to the net asset value. Today, according to ibindex.se, you instead get a discount of 13.68 % at a share price of 66.20 SEK. Yesterday the discount was up over 15 %. But that is not how I normally calculate the discount, as I instead use what I term the "real discount to net asset value". But if I use that method, I reach a discount of well over 100 %, and of course you cannot do that. I calculate the real discount to net asset value exclusively in relation to the unlisted shares, since I first fully offset the value of the listed shares as well as positive capital including receivables (and offset any debt). So I currently have to distribute the discount to net asset value such that I conclude that at the current share price you get all the unlisted shares in Linc's portfolio completely for free, and in addition you get a discount on the listed shares of 7 % of their current market value on the stock exchange. Hence the question: Why do Swedish investors no longer care about Linc? It is of course necessary to look at what unlisted shares are in the company's portfolio, and you have to consider whether the value is correctly set. I am not in a position to know that, and must therefore assess whether I find management credible and competent, including to what extent management itself invests, and whether there are major investors who occasionally top up further. (One can note that there have been decent insider purchases during the year, and the share price of Linc has also briefly been above the net asset value.) Since the 15 unlisted shares in Linc only constitute approx. 10 % of the total net asset value, it does not really matter much in Linc if one or two of these shares were to be priced too high or were to go bankrupt. But nothing has been announced to the effect that the value of the unlisted shares has fallen – and currently you get them all completely for free – so what is the problem if they were all worth 0 kroner? Another prerequisite is of course that you are confident that the daily price of the listed shares will hold up in the future to the same extent as other shares in the market, or whether you assess that some of them have heavy skeletons in the closet. Personally, I do not think there is anything that specifically points to that. With Linc you get a reasonably diversified listed portfolio within biotech, with a discount right now of 7 %, which you would not get if you were to assemble your portfolio yourself with the corresponding shares. An important detail of course is that Medcap accounts for 1/3 of the value in the Linc share. Medcap is relatively low-priced at the moment, which can provide upside potential. If, conversely – overly dramatically – you assess that Medcap could go bankrupt and end up at 0 SEK, it corresponds to the Linc share price being 20 % too high. But that is hardly a scenario that anyone can imagine. However, I choose to keep a continuous eye on the price development in Medcap to evaluate Linc. But again – it is nothing new that Medcap accounts for so much. It did so too when Linc was previously sold at well above net asset value. So nothing has changed – except that Linc is now sold at a very large discount. Personally, I think it is an advantage to be invested in Medcap via Linc, so I have major insurance through the diversification in Linc instead of being directly invested in Medcap myself – but that is probably a matter of taste. Is Linc still a good offer right now? Linc is a somewhat strange share. In periods you pay a premium, and in other periods you get a large discount. There are no fundamental reasons for the fluctuations, so you just have to get used to them – and use them in your buying and selling strategy. One of the very nice things about this share is that you do not need to be nervous about a dilutive rights issue, as we have seen in investment companies such as Karolinska Development and First Venture. Quite the contrary. The cash register is overflowing. (I use the figures in ibindex.se for my analysis, but have reduced the number of shares by 300,000 as a result of the ongoing buyback program.)
- ·22.5.Excellent with buybacks. Sitting on capital that isn't working doesn't feel particularly forward-leaning. Now earnings per share increase while retaining opportunities for corporate transactions. Good!
- ·8.3.Dagens industri reiterates its buy recommendation for Bengt Julander's investment company Linc. Contains unique investment opportunities, is diversified and trades at a discount to net asset value. https://nyemissioner.se/nyheter/investmentbolaget-linc-ar-fortsatt-kopvart-anser-dagens-industri/
- ·26.2.Interesting situation!i Linc? Large insider purchases recently and that they own approx. 15% of Medivir which has surged approx. 240 % while Linc has only moved a 5-7%. Realized some of the profit in Medivir and bought Linc today.It's probably Medcap that is the large holding and they came with a good report. Looks a bit nicer now with this one too.
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| 21 | ||
| 36 | ||
| 78 | ||
| 2 | ||
| 68 |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt