2025 Q4 -tulosraportti
10 päivää sitten
‧22 min
1,40 SEK/osake
Irtoamispäivä 8.5.
1,00%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 51 | - | - | ||
| 83 | - | - | ||
| 189 | - | - | ||
| 77 | - | - | ||
| 228 | - | - |
Ylin
131,6VWAP
Alin
128,6VaihtoMäärä
1,8 14 172
VWAP
Ylin
131,6Alin
128,6VaihtoMäärä
1,8 14 172
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 29.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 18.2. | ||
2025 Q3 -tulosraportti 24.10.2025 | ||
2025 Q2 -tulosraportti 18.7.2025 | ||
2025 Q1 -tulosraportti 29.4.2025 | ||
2024 Q4 -tulosraportti 14.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·28.1.Analysis of Momentum Group In Sparpodden, experts Adnan Hadziefendic and Jon Hyltner went through the Momentum share in depth. Completely free to watch. Link: https://youtu.be/DP1EmD1L8zw?si=ocwVD46KoLAOW4kj&t=2849
·14.2.2025Momentum Group with a good year, but weak quarter. EBITA up 22% yoy Profitability remains flat YOY (but dips in Q4 due to inventory movement and amortization effects related to acquisitions, i.e. one-off effects) EPS/Net profit slightly weak year over year The infrastructure segment's profitability increases somewhat sharply, which is very positive (EBITA/WC up from 55% to 60% YOY) Acquisitions for the year adjusted for final figures vs. my report are taken up to 6x EBITA (assumed 5.4). I guess the market is spooked by the margin "fall", but this is largely explained by one-off costs that have no long-term effect. I may buy more here.- ·12.2.2025Here you can read my analysis of Momentum Group: https://growthbylearning.substack.com/p/momentum-group-ab Remember, I am just a small saver without any form of education or analysis training. Self-taught amateur. Nothing I write is a recommendation or something you should emphasize in any trades, but sharing information to learn for yourself and map your own investment theses.
- ·21.1.2025Bought Momentum Group recently. Went a bit over the past year, but largely in line with underlying growth. The company is currently priced to grow a little over 16% annually over the next 5 years (per my reverse DCF). They are quite expensive when you look at P/FCF and P/EBITA, but compared to the best (Lagercrantz and Lifco) they are not so cheaply priced. I think Momentum Group will soon prove to be one of the best serial acquirers. They have already shown it in a way, through the history of Ulf Lillius and Niklas Enmark. These guys have delivered extraordinarily, where Lillius has built companies at 40% cagr, and Enmark has led Lagercrantz through a period of 20% annual returns. In addition, they have the Bergman & Beving model to lean on, some fantastic industrial segments where they can consolidate and grow nicely and good targets for returns. I want to build Momentum into a core position (+10% of the portfolio), and watch for any price drops. But as a famous investor once said: It's better to buy a wonderful company at a fair price, than a fair company at a wonderful price.
·8.2.2025Do you expect more than 16% growth annually? And what was in the estimates, if any?
·12.2.2025 · MuokattuYes, just buy, I might sell myself soon, but they will probably have to stay where they are, every krona up gives a 20öring tax-exempt. Did a few deals here and there in Bergman or BoB tools after the financial crisis, then they were sluggish. Had a certain number, mother pulled in the oars in 2014, got the same number more. Sat the other night and counted the spin-offs from BoB. Came to the conclusion that I didn't give more than a little under seven kronor per share here.
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
10 päivää sitten
‧22 min
1,40 SEK/osake
Irtoamispäivä 8.5.
1,00%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
- ·28.1.Analysis of Momentum Group In Sparpodden, experts Adnan Hadziefendic and Jon Hyltner went through the Momentum share in depth. Completely free to watch. Link: https://youtu.be/DP1EmD1L8zw?si=ocwVD46KoLAOW4kj&t=2849
- ·14.2.2025Momentum Group with a good year, but weak quarter. EBITA up 22% yoy Profitability remains flat YOY (but dips in Q4 due to inventory movement and amortization effects related to acquisitions, i.e. one-off effects) EPS/Net profit slightly weak year over year The infrastructure segment's profitability increases somewhat sharply, which is very positive (EBITA/WC up from 55% to 60% YOY) Acquisitions for the year adjusted for final figures vs. my report are taken up to 6x EBITA (assumed 5.4). I guess the market is spooked by the margin "fall", but this is largely explained by one-off costs that have no long-term effect. I may buy more here.
- ·12.2.2025Here you can read my analysis of Momentum Group: https://growthbylearning.substack.com/p/momentum-group-ab Remember, I am just a small saver without any form of education or analysis training. Self-taught amateur. Nothing I write is a recommendation or something you should emphasize in any trades, but sharing information to learn for yourself and map your own investment theses.
- ·21.1.2025Bought Momentum Group recently. Went a bit over the past year, but largely in line with underlying growth. The company is currently priced to grow a little over 16% annually over the next 5 years (per my reverse DCF). They are quite expensive when you look at P/FCF and P/EBITA, but compared to the best (Lagercrantz and Lifco) they are not so cheaply priced. I think Momentum Group will soon prove to be one of the best serial acquirers. They have already shown it in a way, through the history of Ulf Lillius and Niklas Enmark. These guys have delivered extraordinarily, where Lillius has built companies at 40% cagr, and Enmark has led Lagercrantz through a period of 20% annual returns. In addition, they have the Bergman & Beving model to lean on, some fantastic industrial segments where they can consolidate and grow nicely and good targets for returns. I want to build Momentum into a core position (+10% of the portfolio), and watch for any price drops. But as a famous investor once said: It's better to buy a wonderful company at a fair price, than a fair company at a wonderful price.·8.2.2025Do you expect more than 16% growth annually? And what was in the estimates, if any?·12.2.2025 · MuokattuYes, just buy, I might sell myself soon, but they will probably have to stay where they are, every krona up gives a 20öring tax-exempt. Did a few deals here and there in Bergman or BoB tools after the financial crisis, then they were sluggish. Had a certain number, mother pulled in the oars in 2014, got the same number more. Sat the other night and counted the spin-offs from BoB. Came to the conclusion that I didn't give more than a little under seven kronor per share here.
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 51 | - | - | ||
| 83 | - | - | ||
| 189 | - | - | ||
| 77 | - | - | ||
| 228 | - | - |
Ylin
131,6VWAP
Alin
128,6VaihtoMäärä
1,8 14 172
VWAP
Ylin
131,6Alin
128,6VaihtoMäärä
1,8 14 172
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 29.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 18.2. | ||
2025 Q3 -tulosraportti 24.10.2025 | ||
2025 Q2 -tulosraportti 18.7.2025 | ||
2025 Q1 -tulosraportti 29.4.2025 | ||
2024 Q4 -tulosraportti 14.2.2025 |
2025 Q4 -tulosraportti
10 päivää sitten
‧22 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 29.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 18.2. | ||
2025 Q3 -tulosraportti 24.10.2025 | ||
2025 Q2 -tulosraportti 18.7.2025 | ||
2025 Q1 -tulosraportti 29.4.2025 | ||
2024 Q4 -tulosraportti 14.2.2025 |
1,40 SEK/osake
Irtoamispäivä 8.5.
1,00%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·28.1.Analysis of Momentum Group In Sparpodden, experts Adnan Hadziefendic and Jon Hyltner went through the Momentum share in depth. Completely free to watch. Link: https://youtu.be/DP1EmD1L8zw?si=ocwVD46KoLAOW4kj&t=2849
- ·14.2.2025Momentum Group with a good year, but weak quarter. EBITA up 22% yoy Profitability remains flat YOY (but dips in Q4 due to inventory movement and amortization effects related to acquisitions, i.e. one-off effects) EPS/Net profit slightly weak year over year The infrastructure segment's profitability increases somewhat sharply, which is very positive (EBITA/WC up from 55% to 60% YOY) Acquisitions for the year adjusted for final figures vs. my report are taken up to 6x EBITA (assumed 5.4). I guess the market is spooked by the margin "fall", but this is largely explained by one-off costs that have no long-term effect. I may buy more here.
- ·12.2.2025Here you can read my analysis of Momentum Group: https://growthbylearning.substack.com/p/momentum-group-ab Remember, I am just a small saver without any form of education or analysis training. Self-taught amateur. Nothing I write is a recommendation or something you should emphasize in any trades, but sharing information to learn for yourself and map your own investment theses.
- ·21.1.2025Bought Momentum Group recently. Went a bit over the past year, but largely in line with underlying growth. The company is currently priced to grow a little over 16% annually over the next 5 years (per my reverse DCF). They are quite expensive when you look at P/FCF and P/EBITA, but compared to the best (Lagercrantz and Lifco) they are not so cheaply priced. I think Momentum Group will soon prove to be one of the best serial acquirers. They have already shown it in a way, through the history of Ulf Lillius and Niklas Enmark. These guys have delivered extraordinarily, where Lillius has built companies at 40% cagr, and Enmark has led Lagercrantz through a period of 20% annual returns. In addition, they have the Bergman & Beving model to lean on, some fantastic industrial segments where they can consolidate and grow nicely and good targets for returns. I want to build Momentum into a core position (+10% of the portfolio), and watch for any price drops. But as a famous investor once said: It's better to buy a wonderful company at a fair price, than a fair company at a wonderful price.·8.2.2025Do you expect more than 16% growth annually? And what was in the estimates, if any?·12.2.2025 · MuokattuYes, just buy, I might sell myself soon, but they will probably have to stay where they are, every krona up gives a 20öring tax-exempt. Did a few deals here and there in Bergman or BoB tools after the financial crisis, then they were sluggish. Had a certain number, mother pulled in the oars in 2014, got the same number more. Sat the other night and counted the spin-offs from BoB. Came to the conclusion that I didn't give more than a little under seven kronor per share here.
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 51 | - | - | ||
| 83 | - | - | ||
| 189 | - | - | ||
| 77 | - | - | ||
| 228 | - | - |
Ylin
131,6VWAP
Alin
128,6VaihtoMäärä
1,8 14 172
VWAP
Ylin
131,6Alin
128,6VaihtoMäärä
1,8 14 172
Välittäjätilasto
Dataa ei löytynyt