2025 Q4 -tulosraportti
UUTTA
2 päivää sitten
‧30 min
0,05 SEK/osake
Viimeisin osinko
0,70%Tuotto/v
Tarjoustasot
Nasdaq Stockholm
Määrä
Osto
347 265
Myynti
Määrä
360 045
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 400 | - | - | ||
| 163 | - | - | ||
| 100 | - | - | ||
| 2 265 | - | - | ||
| 4 576 | - | - |
Ylin
14,46VWAP
Alin
13,8VaihtoMäärä
33,5 2 374 589
VWAP
Ylin
14,46Alin
13,8VaihtoMäärä
33,5 2 374 589
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 28.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 13.2. | ||
2025 Q3 -tulosraportti 22.10.2025 | ||
2025 Q2 -tulosraportti 11.7.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 | ||
2024 Q4 -tulosraportti 13.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
1 päivä sitten1 päivä sittenDNB Carnegie: We expect Logistea to be one of the fastest-growing Nordic real estate companies through our forecast period. We argue its long WAULT and relatively modest NAV/CEPS multiples continue to make it one of the more interesting real estate roll-up cases for the coming years. We reiterate our BUY and target price of SEK20.
·2 päivää sittenNo great enthusiasm for Logistea's results. Strange setup this is. They consistently deliver good growth and results. The dividend is still low, but the money will probably primarily go to new acquisitions.·2 päivää sittenYes, no one "likes real estate" at the moment. It's purely about the market's capital allocation and not the company. No one knows when it will turn. Payout of 16% of earnings capacity, so growth is absolutely prioritized even if they double the dividend from last year. That is completely the right approach. They could, for example, have paid 0.8 kr if they had chosen to settle for lower growth, as many of the mature companies do. That would in that case have meant a yield of 6%, which is unusually high. Says a bit about the potential that lies there. No one wants to price this stock for the growth they have anyway, so maybe it would have been just as well ;)
·4.2.Simen Mortensen at DNB - In Sweden, Mortensen prefers real estate companies with relatively low debt, stable and documented earnings growth, as well as exposure to warehouses, logistics, and simpler industrial buildings – such as Nyfosa, Swedish Logistic Property, NP3 Fastigheter and Logistea. – Their smaller size also allows them to grow more than the large giants.
·4.2.Unfortunately, I also have this one, even though there are positive references, it doesn't help when the market runs away from real estate.- ·14.1.Report in a month. I assume they increase the run rate of asset management earnings per share by approx 7% in the quarter as a result of KPI adjustment, slightly lower interest rates and new acquisitions. I also assume they increase the dividend from 0.1 to 0.3SEK, which is in line with the dividend policy of paying out 30% of the profit. After paid dividend 2026, they still have 1 billion SEK in investment capacity which should secure approx 15% growth in asset management earnings per share for 2026.
·5.1.The stock that never runs out of sellers...·7.1.To talk much about vacancy is at best speculation. Not something I concern myself with. The company is making money like crazy, helped by both good yield and lower financing costs. It might be that the market is somewhat concerned that the sector will experience write-downs as a result of somewhat higher long-term interest rates and some desperate souls who have to sell their properties, but Logistea has not really been particularly sensitive to neither write-downs nor write-ups previously. In short: A very good company with record-high earnings, but which is in a segment that is totally uninteresting for the market as of today. We'll see what happens the day that changes.
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
UUTTA
2 päivää sitten
‧30 min
0,05 SEK/osake
Viimeisin osinko
0,70%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
- 1 päivä sitten1 päivä sittenDNB Carnegie: We expect Logistea to be one of the fastest-growing Nordic real estate companies through our forecast period. We argue its long WAULT and relatively modest NAV/CEPS multiples continue to make it one of the more interesting real estate roll-up cases for the coming years. We reiterate our BUY and target price of SEK20.
- ·2 päivää sittenNo great enthusiasm for Logistea's results. Strange setup this is. They consistently deliver good growth and results. The dividend is still low, but the money will probably primarily go to new acquisitions.·2 päivää sittenYes, no one "likes real estate" at the moment. It's purely about the market's capital allocation and not the company. No one knows when it will turn. Payout of 16% of earnings capacity, so growth is absolutely prioritized even if they double the dividend from last year. That is completely the right approach. They could, for example, have paid 0.8 kr if they had chosen to settle for lower growth, as many of the mature companies do. That would in that case have meant a yield of 6%, which is unusually high. Says a bit about the potential that lies there. No one wants to price this stock for the growth they have anyway, so maybe it would have been just as well ;)
- ·4.2.Simen Mortensen at DNB - In Sweden, Mortensen prefers real estate companies with relatively low debt, stable and documented earnings growth, as well as exposure to warehouses, logistics, and simpler industrial buildings – such as Nyfosa, Swedish Logistic Property, NP3 Fastigheter and Logistea. – Their smaller size also allows them to grow more than the large giants.·4.2.Unfortunately, I also have this one, even though there are positive references, it doesn't help when the market runs away from real estate.
- ·14.1.Report in a month. I assume they increase the run rate of asset management earnings per share by approx 7% in the quarter as a result of KPI adjustment, slightly lower interest rates and new acquisitions. I also assume they increase the dividend from 0.1 to 0.3SEK, which is in line with the dividend policy of paying out 30% of the profit. After paid dividend 2026, they still have 1 billion SEK in investment capacity which should secure approx 15% growth in asset management earnings per share for 2026.
- ·5.1.The stock that never runs out of sellers...·7.1.To talk much about vacancy is at best speculation. Not something I concern myself with. The company is making money like crazy, helped by both good yield and lower financing costs. It might be that the market is somewhat concerned that the sector will experience write-downs as a result of somewhat higher long-term interest rates and some desperate souls who have to sell their properties, but Logistea has not really been particularly sensitive to neither write-downs nor write-ups previously. In short: A very good company with record-high earnings, but which is in a segment that is totally uninteresting for the market as of today. We'll see what happens the day that changes.
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
347 265
Myynti
Määrä
360 045
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 400 | - | - | ||
| 163 | - | - | ||
| 100 | - | - | ||
| 2 265 | - | - | ||
| 4 576 | - | - |
Ylin
14,46VWAP
Alin
13,8VaihtoMäärä
33,5 2 374 589
VWAP
Ylin
14,46Alin
13,8VaihtoMäärä
33,5 2 374 589
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 28.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 13.2. | ||
2025 Q3 -tulosraportti 22.10.2025 | ||
2025 Q2 -tulosraportti 11.7.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 | ||
2024 Q4 -tulosraportti 13.2.2025 |
2025 Q4 -tulosraportti
UUTTA
2 päivää sitten
‧30 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 28.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 13.2. | ||
2025 Q3 -tulosraportti 22.10.2025 | ||
2025 Q2 -tulosraportti 11.7.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 | ||
2024 Q4 -tulosraportti 13.2.2025 |
0,05 SEK/osake
Viimeisin osinko
0,70%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 1 päivä sitten1 päivä sittenDNB Carnegie: We expect Logistea to be one of the fastest-growing Nordic real estate companies through our forecast period. We argue its long WAULT and relatively modest NAV/CEPS multiples continue to make it one of the more interesting real estate roll-up cases for the coming years. We reiterate our BUY and target price of SEK20.
- ·2 päivää sittenNo great enthusiasm for Logistea's results. Strange setup this is. They consistently deliver good growth and results. The dividend is still low, but the money will probably primarily go to new acquisitions.·2 päivää sittenYes, no one "likes real estate" at the moment. It's purely about the market's capital allocation and not the company. No one knows when it will turn. Payout of 16% of earnings capacity, so growth is absolutely prioritized even if they double the dividend from last year. That is completely the right approach. They could, for example, have paid 0.8 kr if they had chosen to settle for lower growth, as many of the mature companies do. That would in that case have meant a yield of 6%, which is unusually high. Says a bit about the potential that lies there. No one wants to price this stock for the growth they have anyway, so maybe it would have been just as well ;)
- ·4.2.Simen Mortensen at DNB - In Sweden, Mortensen prefers real estate companies with relatively low debt, stable and documented earnings growth, as well as exposure to warehouses, logistics, and simpler industrial buildings – such as Nyfosa, Swedish Logistic Property, NP3 Fastigheter and Logistea. – Their smaller size also allows them to grow more than the large giants.·4.2.Unfortunately, I also have this one, even though there are positive references, it doesn't help when the market runs away from real estate.
- ·14.1.Report in a month. I assume they increase the run rate of asset management earnings per share by approx 7% in the quarter as a result of KPI adjustment, slightly lower interest rates and new acquisitions. I also assume they increase the dividend from 0.1 to 0.3SEK, which is in line with the dividend policy of paying out 30% of the profit. After paid dividend 2026, they still have 1 billion SEK in investment capacity which should secure approx 15% growth in asset management earnings per share for 2026.
- ·5.1.The stock that never runs out of sellers...·7.1.To talk much about vacancy is at best speculation. Not something I concern myself with. The company is making money like crazy, helped by both good yield and lower financing costs. It might be that the market is somewhat concerned that the sector will experience write-downs as a result of somewhat higher long-term interest rates and some desperate souls who have to sell their properties, but Logistea has not really been particularly sensitive to neither write-downs nor write-ups previously. In short: A very good company with record-high earnings, but which is in a segment that is totally uninteresting for the market as of today. We'll see what happens the day that changes.
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
347 265
Myynti
Määrä
360 045
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 400 | - | - | ||
| 163 | - | - | ||
| 100 | - | - | ||
| 2 265 | - | - | ||
| 4 576 | - | - |
Ylin
14,46VWAP
Alin
13,8VaihtoMäärä
33,5 2 374 589
VWAP
Ylin
14,46Alin
13,8VaihtoMäärä
33,5 2 374 589
Välittäjätilasto
Dataa ei löytynyt