2026 Q2 -tulosraportti
40 päivää sitten
‧27 min
0,05 SEK/osake
Irtoamispäivä 29.9.
1,14%Tuotto/v
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 22.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 9.7. | ||
2026 Q1 -tulosraportti 28.4. | ||
2025 Q4 -tulosraportti 13.2. | ||
2025 Q3 -tulosraportti 22.10.2025 | ||
2025 Q2 -tulosraportti 11.7.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·9.7. · MuokattuI have tried to calculate how much Logistea can grow without making equity issues, given that they are to keep LTV around 50% and buy at approx. 7.3% yield, and find that they might be able to manage around 5-6% annually. The acquisitions are then financed exclusively by own cash flow + debt financing at 50%. That is perfectly fine, but not enormous. One can expect more equity issues if Logistea is to maintain the same acquisition pace if my quick calculations are correct.
- ·9.7.Quite an OK report, actually. The most interesting thing for me is that they still manage to acquire properties at a better yield than the existing portfolio. acquisitions YTD have a spread of 2.9 percentage points, compared to approx 2.4 percentage points on existing assets. They continue their skilled capital allocation discipline. Unfortunately, growth continues to come from acquisitions, and with quite limited organic growth. the debt naturally also increases with the portfolio. But as long as they acquire at 7%+ yield and keep financing around the current cost level and avoid foolish emissions, this should be able to provide a good return on equity through leverage over time Continuing to hold
Is it good news that they can buy at a better yield than they themselves have? If they were then to split up the company and sell properties more or less separately, they would have to offer the buyer a better yield than they currently have? 
·5.6. · MuokattuLatest news from Lockryd in June is that Ellos is now clearly linked to a possible establishment in the area. Borås Tidning wrote on June 2 that Ellos is on its way to Lockryd and that an agreement is close. Sveriges Radio reported the same day that negotiations are progressing quickly, but that the municipality only negotiates directly with Logistea – not Ellos. What remains now is for Svenljunga municipality and Logistea to agree on a final price and framework for the purchase of the area. If Ellos is confirmed as the first major tenant, it will be an important milestone for the Lockryd project and significantly reduce the risk for Logistea. Found an interesting source on the data center track in Lockryd. Vattenfall Eldistribution writes in the Uddebo–Lockryd project that the industrial area is currently supplied with 40 kV, but that a data center is planning to establish itself in the area. Therefore, the grid must be expanded with a double 130 kV line and a new station in Lockryd. In my opinion, this confirms that the data center track is real, even if the operator/name does not yet appear to be publicly confirmed. Combined with Logistea's power agreement for 150 MW from 2030, this makes Lockryd far more interesting than just a regular logistics project.
Now there's quite a good discount in the stock, I would say. This is a lovely investment object. I'm DCA'ing for dear life at the 12-13 level.
·25.5.Strong capital improvement, but "radio silence" on the property side. What do you think? In the last two weeks, the company has been very active on the finance and shareholder side: • Refinancing of loans totaling 2 135 mkr with significantly lower margins (savings of approx. 14 mkr annually) and reduced amortization. This strengthens cash flow by around 45 mkr per year. • Buyback of options against issuance of new B-shares. However, little dilution for existing shareholders. • The board has decided to convert all A-shares to B-shares (effective from approx. 1. juni), which should facilitate more institutional and foreign ownership. This looks like a thorough cleanup and strengthening of the balance sheet, which provides more room for value-creating investments and acquisitions going forward. At the same time, there has been "radio silence" regarding new lease agreements and property transactions in the last two months, after a strong start to the year with several renewals and new tenants. - Do you interpret these financial measures as preparations for a larger acquisition or property transaction in the near future? - Or is it mostly a general strengthening of the balance sheet in uncertain times?It can be added that during the review of the Q1-2026 report on the podcast Kvartalet, where Niklas Zuckerman was a guest, it was said that the company has financial muscle to carry out real estate acquisitions in the order of 1 to 1.5 billion Swedish kronor.
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.
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.
2026 Q2 -tulosraportti
40 päivää sitten
‧27 min
0,05 SEK/osake
Irtoamispäivä 29.9.
1,14%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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·9.7. · MuokattuI have tried to calculate how much Logistea can grow without making equity issues, given that they are to keep LTV around 50% and buy at approx. 7.3% yield, and find that they might be able to manage around 5-6% annually. The acquisitions are then financed exclusively by own cash flow + debt financing at 50%. That is perfectly fine, but not enormous. One can expect more equity issues if Logistea is to maintain the same acquisition pace if my quick calculations are correct.
- ·9.7.Quite an OK report, actually. The most interesting thing for me is that they still manage to acquire properties at a better yield than the existing portfolio. acquisitions YTD have a spread of 2.9 percentage points, compared to approx 2.4 percentage points on existing assets. They continue their skilled capital allocation discipline. Unfortunately, growth continues to come from acquisitions, and with quite limited organic growth. the debt naturally also increases with the portfolio. But as long as they acquire at 7%+ yield and keep financing around the current cost level and avoid foolish emissions, this should be able to provide a good return on equity through leverage over time Continuing to holdIs it good news that they can buy at a better yield than they themselves have? If they were then to split up the company and sell properties more or less separately, they would have to offer the buyer a better yield than they currently have?
- ·5.6. · MuokattuLatest news from Lockryd in June is that Ellos is now clearly linked to a possible establishment in the area. Borås Tidning wrote on June 2 that Ellos is on its way to Lockryd and that an agreement is close. Sveriges Radio reported the same day that negotiations are progressing quickly, but that the municipality only negotiates directly with Logistea – not Ellos. What remains now is for Svenljunga municipality and Logistea to agree on a final price and framework for the purchase of the area. If Ellos is confirmed as the first major tenant, it will be an important milestone for the Lockryd project and significantly reduce the risk for Logistea. Found an interesting source on the data center track in Lockryd. Vattenfall Eldistribution writes in the Uddebo–Lockryd project that the industrial area is currently supplied with 40 kV, but that a data center is planning to establish itself in the area. Therefore, the grid must be expanded with a double 130 kV line and a new station in Lockryd. In my opinion, this confirms that the data center track is real, even if the operator/name does not yet appear to be publicly confirmed. Combined with Logistea's power agreement for 150 MW from 2030, this makes Lockryd far more interesting than just a regular logistics project.Now there's quite a good discount in the stock, I would say. This is a lovely investment object. I'm DCA'ing for dear life at the 12-13 level.
- ·25.5.Strong capital improvement, but "radio silence" on the property side. What do you think? In the last two weeks, the company has been very active on the finance and shareholder side: • Refinancing of loans totaling 2 135 mkr with significantly lower margins (savings of approx. 14 mkr annually) and reduced amortization. This strengthens cash flow by around 45 mkr per year. • Buyback of options against issuance of new B-shares. However, little dilution for existing shareholders. • The board has decided to convert all A-shares to B-shares (effective from approx. 1. juni), which should facilitate more institutional and foreign ownership. This looks like a thorough cleanup and strengthening of the balance sheet, which provides more room for value-creating investments and acquisitions going forward. At the same time, there has been "radio silence" regarding new lease agreements and property transactions in the last two months, after a strong start to the year with several renewals and new tenants. - Do you interpret these financial measures as preparations for a larger acquisition or property transaction in the near future? - Or is it mostly a general strengthening of the balance sheet in uncertain times?It can be added that during the review of the Q1-2026 report on the podcast Kvartalet, where Niklas Zuckerman was a guest, it was said that the company has financial muscle to carry out real estate acquisitions in the order of 1 to 1.5 billion Swedish kronor.
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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 22.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 9.7. | ||
2026 Q1 -tulosraportti 28.4. | ||
2025 Q4 -tulosraportti 13.2. | ||
2025 Q3 -tulosraportti 22.10.2025 | ||
2025 Q2 -tulosraportti 11.7.2025 |
2026 Q2 -tulosraportti
40 päivää sitten
‧27 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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 22.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 9.7. | ||
2026 Q1 -tulosraportti 28.4. | ||
2025 Q4 -tulosraportti 13.2. | ||
2025 Q3 -tulosraportti 22.10.2025 | ||
2025 Q2 -tulosraportti 11.7.2025 |
0,05 SEK/osake
Irtoamispäivä 29.9.
1,14%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·9.7. · MuokattuI have tried to calculate how much Logistea can grow without making equity issues, given that they are to keep LTV around 50% and buy at approx. 7.3% yield, and find that they might be able to manage around 5-6% annually. The acquisitions are then financed exclusively by own cash flow + debt financing at 50%. That is perfectly fine, but not enormous. One can expect more equity issues if Logistea is to maintain the same acquisition pace if my quick calculations are correct.
- ·9.7.Quite an OK report, actually. The most interesting thing for me is that they still manage to acquire properties at a better yield than the existing portfolio. acquisitions YTD have a spread of 2.9 percentage points, compared to approx 2.4 percentage points on existing assets. They continue their skilled capital allocation discipline. Unfortunately, growth continues to come from acquisitions, and with quite limited organic growth. the debt naturally also increases with the portfolio. But as long as they acquire at 7%+ yield and keep financing around the current cost level and avoid foolish emissions, this should be able to provide a good return on equity through leverage over time Continuing to holdIs it good news that they can buy at a better yield than they themselves have? If they were then to split up the company and sell properties more or less separately, they would have to offer the buyer a better yield than they currently have?
- ·5.6. · MuokattuLatest news from Lockryd in June is that Ellos is now clearly linked to a possible establishment in the area. Borås Tidning wrote on June 2 that Ellos is on its way to Lockryd and that an agreement is close. Sveriges Radio reported the same day that negotiations are progressing quickly, but that the municipality only negotiates directly with Logistea – not Ellos. What remains now is for Svenljunga municipality and Logistea to agree on a final price and framework for the purchase of the area. If Ellos is confirmed as the first major tenant, it will be an important milestone for the Lockryd project and significantly reduce the risk for Logistea. Found an interesting source on the data center track in Lockryd. Vattenfall Eldistribution writes in the Uddebo–Lockryd project that the industrial area is currently supplied with 40 kV, but that a data center is planning to establish itself in the area. Therefore, the grid must be expanded with a double 130 kV line and a new station in Lockryd. In my opinion, this confirms that the data center track is real, even if the operator/name does not yet appear to be publicly confirmed. Combined with Logistea's power agreement for 150 MW from 2030, this makes Lockryd far more interesting than just a regular logistics project.Now there's quite a good discount in the stock, I would say. This is a lovely investment object. I'm DCA'ing for dear life at the 12-13 level.
- ·25.5.Strong capital improvement, but "radio silence" on the property side. What do you think? In the last two weeks, the company has been very active on the finance and shareholder side: • Refinancing of loans totaling 2 135 mkr with significantly lower margins (savings of approx. 14 mkr annually) and reduced amortization. This strengthens cash flow by around 45 mkr per year. • Buyback of options against issuance of new B-shares. However, little dilution for existing shareholders. • The board has decided to convert all A-shares to B-shares (effective from approx. 1. juni), which should facilitate more institutional and foreign ownership. This looks like a thorough cleanup and strengthening of the balance sheet, which provides more room for value-creating investments and acquisitions going forward. At the same time, there has been "radio silence" regarding new lease agreements and property transactions in the last two months, after a strong start to the year with several renewals and new tenants. - Do you interpret these financial measures as preparations for a larger acquisition or property transaction in the near future? - Or is it mostly a general strengthening of the balance sheet in uncertain times?It can be added that during the review of the Q1-2026 report on the podcast Kvartalet, where Niklas Zuckerman was a guest, it was said that the company has financial muscle to carry out real estate acquisitions in the order of 1 to 1.5 billion Swedish kronor.
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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt