2027 Q1 - tulosraportti
49 päivää sitten
‧55 min
2,00 DKK/osake
Viimeisin osinko
2,37%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 69 | - | - | ||
| 185 | - | - | ||
| 34 | - | - | ||
| 161 | - | - | ||
| 335 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2027 Q2 - tulosraportti 5.11. |
| Menneet tapahtumat | ||
|---|---|---|
2027 Q1 - tulosraportti 12.8. | ||
2026 Q4 - tulosraportti 19.5. | ||
2026 Q3 - tulosraportti 5.2. | ||
2026 Q2 - tulosraportti 12.11.2025 | ||
2026 Q1 - tulosraportti 13.8.2025 |
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
·3 päivää sittenRegarding the discussion about "when something is going to happen", it might already be happening, but not in a positive direction. Following the acquisition of KICKS, Matas has a large interest-bearing debt, and with current interest rate hikes, this will pose a challenge, not least regarding refinancing. Interest rates have already risen, and I have seen information indicating that a one percentage point interest rate hike will cut 4-6 percent from the net profit. Not immediately grave, but the interest rate hike will also cause us - investors - to demand a higher return, as alternative investments become more attractive. Finally, there is the risk that consumers will hold back, especially on brand-name products. Overall, this presents a challenge where it is important that Matas reduces its debt quickly (= no expectation of a dividend increase) and savings are realized from investments in inventory and other infrastructure. A central task that I will keep an eye on is whether they succeed in establishing private label brands, equivalent to the striped ones, on the Swedish market. It does not have to be the stripes in Sweden, but the share of private label brands is not only important for earnings, but also for resilience in the event of an economic downturn. All in all, the gradual downturn in the share price is not unexpected, since interest rates have already risen. On the other hand, the potential is large. Matas is not a lottery ticket, but there is a higher risk of loss and gain. That is why I see Matas as particularly interesting in an ASK. No further dividend increase should be expected, so the gain must come from the share price. In addition, any potential loss is offset against other gains without having to engage in a sales and tax-offset maneuver.
7 t sittenThe original note frames Matas as a leveraged prestige-beauty retailer. That misreads the assortment. More than half of the mix is not postponable fragrance and makeup. Everyday personal care, OTC, vitamins and baby products are far stickier. The cyclical pressure sits in KICKS, where high-end beauty is about 75% of sales. Demand that trades down does not disappear; it moves into mass and private label — the higher-margin pool Matas already owns. The “stripes” are not a Swedish to-do. Matas Striber is already on KICKS shelves and is the number-one hair brand by units in Finland and Norway. The question is share and margin, not whether the brand can be established. The interest-rate, refinancing and dividend-freeze story is dated finance. The real risks are two: KICKS’ premium cycle, and whether own brands capture the trade-down. It is not that beauty demand vanishes.
·19.9.Isn't something happening soon with that stock?
Simply unbelievable that own shares can be bought back at this price :-) That must benefit us in the long run he he
·2.9.Not a bad day!
·2.9.Short has gone from 5.41 Monday to 3.77 Tuesday and ATP has gone over 10 % ownership stake! Maybe it will turn now.
·27.8.What do you think about: Helena Karlinder-Östlundh was appointed head of Sweden and Finland and succeeds the outgoing Kicks-CEO Carola Lundell.. She comes from a company that, to put it mildly, has not performed particularly well. There can be many reasons for that, but as I can read it, Kicks is a challenge for Matas. Source: https://www.inderes.dk/releases/helena-karlinder-ostlundh-steps-down-as-ceo-of-nelly-groupThat Nelly is in a very challenged market does not make her a bad leader. It's positive that they actively take strategic measures to get a grip on some of the challenges they currently have.
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
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 62 143 | 62 143 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 62 143 | 62 143 | 0 | 0 |
2027 Q1 - tulosraportti
49 päivää sitten
‧55 min
2,00 DKK/osake
Viimeisin osinko
2,37%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
- ·3 päivää sittenRegarding the discussion about "when something is going to happen", it might already be happening, but not in a positive direction. Following the acquisition of KICKS, Matas has a large interest-bearing debt, and with current interest rate hikes, this will pose a challenge, not least regarding refinancing. Interest rates have already risen, and I have seen information indicating that a one percentage point interest rate hike will cut 4-6 percent from the net profit. Not immediately grave, but the interest rate hike will also cause us - investors - to demand a higher return, as alternative investments become more attractive. Finally, there is the risk that consumers will hold back, especially on brand-name products. Overall, this presents a challenge where it is important that Matas reduces its debt quickly (= no expectation of a dividend increase) and savings are realized from investments in inventory and other infrastructure. A central task that I will keep an eye on is whether they succeed in establishing private label brands, equivalent to the striped ones, on the Swedish market. It does not have to be the stripes in Sweden, but the share of private label brands is not only important for earnings, but also for resilience in the event of an economic downturn. All in all, the gradual downturn in the share price is not unexpected, since interest rates have already risen. On the other hand, the potential is large. Matas is not a lottery ticket, but there is a higher risk of loss and gain. That is why I see Matas as particularly interesting in an ASK. No further dividend increase should be expected, so the gain must come from the share price. In addition, any potential loss is offset against other gains without having to engage in a sales and tax-offset maneuver.7 t sittenThe original note frames Matas as a leveraged prestige-beauty retailer. That misreads the assortment. More than half of the mix is not postponable fragrance and makeup. Everyday personal care, OTC, vitamins and baby products are far stickier. The cyclical pressure sits in KICKS, where high-end beauty is about 75% of sales. Demand that trades down does not disappear; it moves into mass and private label — the higher-margin pool Matas already owns. The “stripes” are not a Swedish to-do. Matas Striber is already on KICKS shelves and is the number-one hair brand by units in Finland and Norway. The question is share and margin, not whether the brand can be established. The interest-rate, refinancing and dividend-freeze story is dated finance. The real risks are two: KICKS’ premium cycle, and whether own brands capture the trade-down. It is not that beauty demand vanishes.
- ·19.9.Isn't something happening soon with that stock?Simply unbelievable that own shares can be bought back at this price :-) That must benefit us in the long run he he
- ·2.9.Not a bad day!
- ·2.9.Short has gone from 5.41 Monday to 3.77 Tuesday and ATP has gone over 10 % ownership stake! Maybe it will turn now.
- ·27.8.What do you think about: Helena Karlinder-Östlundh was appointed head of Sweden and Finland and succeeds the outgoing Kicks-CEO Carola Lundell.. She comes from a company that, to put it mildly, has not performed particularly well. There can be many reasons for that, but as I can read it, Kicks is a challenge for Matas. Source: https://www.inderes.dk/releases/helena-karlinder-ostlundh-steps-down-as-ceo-of-nelly-groupThat Nelly is in a very challenged market does not make her a bad leader. It's positive that they actively take strategic measures to get a grip on some of the challenges they currently have.
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 | Ostaja | Myyjä |
|---|---|---|---|---|
| 69 | - | - | ||
| 185 | - | - | ||
| 34 | - | - | ||
| 161 | - | - | ||
| 335 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2027 Q2 - tulosraportti 5.11. |
| Menneet tapahtumat | ||
|---|---|---|
2027 Q1 - tulosraportti 12.8. | ||
2026 Q4 - tulosraportti 19.5. | ||
2026 Q3 - tulosraportti 5.2. | ||
2026 Q2 - tulosraportti 12.11.2025 | ||
2026 Q1 - tulosraportti 13.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 62 143 | 62 143 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 62 143 | 62 143 | 0 | 0 |
2027 Q1 - tulosraportti
49 päivää sitten
‧55 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 | |
|---|---|
2027 Q2 - tulosraportti 5.11. |
| Menneet tapahtumat | ||
|---|---|---|
2027 Q1 - tulosraportti 12.8. | ||
2026 Q4 - tulosraportti 19.5. | ||
2026 Q3 - tulosraportti 5.2. | ||
2026 Q2 - tulosraportti 12.11.2025 | ||
2026 Q1 - tulosraportti 13.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
2,00 DKK/osake
Viimeisin osinko
2,37%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·3 päivää sittenRegarding the discussion about "when something is going to happen", it might already be happening, but not in a positive direction. Following the acquisition of KICKS, Matas has a large interest-bearing debt, and with current interest rate hikes, this will pose a challenge, not least regarding refinancing. Interest rates have already risen, and I have seen information indicating that a one percentage point interest rate hike will cut 4-6 percent from the net profit. Not immediately grave, but the interest rate hike will also cause us - investors - to demand a higher return, as alternative investments become more attractive. Finally, there is the risk that consumers will hold back, especially on brand-name products. Overall, this presents a challenge where it is important that Matas reduces its debt quickly (= no expectation of a dividend increase) and savings are realized from investments in inventory and other infrastructure. A central task that I will keep an eye on is whether they succeed in establishing private label brands, equivalent to the striped ones, on the Swedish market. It does not have to be the stripes in Sweden, but the share of private label brands is not only important for earnings, but also for resilience in the event of an economic downturn. All in all, the gradual downturn in the share price is not unexpected, since interest rates have already risen. On the other hand, the potential is large. Matas is not a lottery ticket, but there is a higher risk of loss and gain. That is why I see Matas as particularly interesting in an ASK. No further dividend increase should be expected, so the gain must come from the share price. In addition, any potential loss is offset against other gains without having to engage in a sales and tax-offset maneuver.7 t sittenThe original note frames Matas as a leveraged prestige-beauty retailer. That misreads the assortment. More than half of the mix is not postponable fragrance and makeup. Everyday personal care, OTC, vitamins and baby products are far stickier. The cyclical pressure sits in KICKS, where high-end beauty is about 75% of sales. Demand that trades down does not disappear; it moves into mass and private label — the higher-margin pool Matas already owns. The “stripes” are not a Swedish to-do. Matas Striber is already on KICKS shelves and is the number-one hair brand by units in Finland and Norway. The question is share and margin, not whether the brand can be established. The interest-rate, refinancing and dividend-freeze story is dated finance. The real risks are two: KICKS’ premium cycle, and whether own brands capture the trade-down. It is not that beauty demand vanishes.
- ·19.9.Isn't something happening soon with that stock?Simply unbelievable that own shares can be bought back at this price :-) That must benefit us in the long run he he
- ·2.9.Not a bad day!
- ·2.9.Short has gone from 5.41 Monday to 3.77 Tuesday and ATP has gone over 10 % ownership stake! Maybe it will turn now.
- ·27.8.What do you think about: Helena Karlinder-Östlundh was appointed head of Sweden and Finland and succeeds the outgoing Kicks-CEO Carola Lundell.. She comes from a company that, to put it mildly, has not performed particularly well. There can be many reasons for that, but as I can read it, Kicks is a challenge for Matas. Source: https://www.inderes.dk/releases/helena-karlinder-ostlundh-steps-down-as-ceo-of-nelly-groupThat Nelly is in a very challenged market does not make her a bad leader. It's positive that they actively take strategic measures to get a grip on some of the challenges they currently have.
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 | Ostaja | Myyjä |
|---|---|---|---|---|
| 69 | - | - | ||
| 185 | - | - | ||
| 34 | - | - | ||
| 161 | - | - | ||
| 335 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 62 143 | 62 143 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 62 143 | 62 143 | 0 | 0 |