2026 Q3 - tulosraportti
23 päivää sitten
‧1 t 10 min
2,90 EUR/osake
Viimeisin osinko
2,18%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| - | - |
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
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 24.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 22.10. | ||
2026 H1 - tulosraportti 29.7. | ||
Vuosittainen yhtiökokous 2026 21.5. | ||
2026 Q1 - tulosraportti 28.4. | ||
2025 H2 - tulosraportti 19.2. |
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
·9.11. · MuokattuIf you analyze the 5 year trend in Nexans, you see a couple of interesting observations. - It has an increasing trend over time - Always reaches a new ATH after a proper bottom - After the bottom, it reaches a new ATH If history holds true, the next peak is between 160-170 EUR. Everything is set for it. Nexans is one of Europe's most important players (among several) regarding electrification. _The West has economy, political will, chips and technology, we are just missing one thing: Enough power to run datacenters, industry and green transition. The lack of power was enormous before the AI revolution, but has truly become a critical shortage after the development of datacenters. This was really put to the test when oil and gas became scarce due to the war in Ukraine and Iran. The electrification of Europe and the rest of the world will take place over several decades. Right now the world is afraid that China has massive amounts of power and will take the lead in future industry and digitalization. Here Europe and the West are in a race against the East, and Nexans is well positioned in it.
·4.11.Is there anyone here who can explain to me, when I click into the overview, a p/e of 95 and earnings of 473 million euro appear. I would be grateful for an explanation.
Nexans sold among other things AmerCable and Lynxeo which have been baked into the final result I would think. Next year the P/E ratio drops to the right level.
·30.10.It is completely ridiculous to see this, NKT and Prysmian in a yoyo effect together with AI. Do people think electrification is coming to a halt because AI might currently look like it will be a minimally-marginally worse business than the best business in the world ever?Imagine being able to buy this for 113 just two weeks ago. I am happy anyway to have loaded up at 117! This glides easily up to 160 with good patience, is a bit of a goal at least.
·25.10.On their earnings call they are asked about the large spread between 770 to 840 mil eur ebitda, why it is so large now that we are at q3. They answer that they will make an effort to lie in the upper part of their upward revision from H1. If we take 810 to 830 = 820 mil EBITDA I get PE to lie between 12 and 13x FY 2026 where they at the same time expect further growth in the years ahead. If the numbers I am looking at are right then I am thinking of buying more at this price. Have previously had <130 as purchase price but think the q3 report just once more has confirmed the direction. Their CEO is very French and at times hard to understand in English if you are not familiar with Franglish. Enjoy.
Correct. P/E in 2028 is for me however more relevant to consider, but this merely supports your conclusion- ·22.10.Truly what you have to stamp as a crazy offer. Or am I (along with 21 analysts) missing something? If you agree even remotely with the analysts' consensus estimates for the coming 3 years, then the valuation right now has a discount of 30-70% depending on what you think this industry (and the company) should trade at in terms of P/E multiple. 30% if you are pessimistic and factor in political risk to the maximum. 70% if you say that in the long run it should trade at a P/E level of 20-24 in P/E. I probably lean mostly towards the latter. I see the return potential over a 12-36 month period. Personally, I expect it can generate 20-30% annual return seen over the coming 3-5 years. No recommendations from here, just my thoughts.I averaged down a bit at 117 anyway. Rather heavy development on the stock exchange which makes me hold back a bit after the last 4-6 weeks stock crash in various shares. But I have faith that it will show strength quickly. We saw that on March 31, 2025, and March 16, 2026. When it falls on market turbulence, it gets a rebound again pretty quickly. A new peak will probably come before Christmas. I am heavily in the minus in this one, but have faith that it is temporary and that I will get some % gain here just as long as one holds out.
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
‧1 t 10 min
2,90 EUR/osake
Viimeisin osinko
2,18%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
- ·9.11. · MuokattuIf you analyze the 5 year trend in Nexans, you see a couple of interesting observations. - It has an increasing trend over time - Always reaches a new ATH after a proper bottom - After the bottom, it reaches a new ATH If history holds true, the next peak is between 160-170 EUR. Everything is set for it. Nexans is one of Europe's most important players (among several) regarding electrification. _The West has economy, political will, chips and technology, we are just missing one thing: Enough power to run datacenters, industry and green transition. The lack of power was enormous before the AI revolution, but has truly become a critical shortage after the development of datacenters. This was really put to the test when oil and gas became scarce due to the war in Ukraine and Iran. The electrification of Europe and the rest of the world will take place over several decades. Right now the world is afraid that China has massive amounts of power and will take the lead in future industry and digitalization. Here Europe and the West are in a race against the East, and Nexans is well positioned in it.
- ·4.11.Is there anyone here who can explain to me, when I click into the overview, a p/e of 95 and earnings of 473 million euro appear. I would be grateful for an explanation.Nexans sold among other things AmerCable and Lynxeo which have been baked into the final result I would think. Next year the P/E ratio drops to the right level.
- ·30.10.It is completely ridiculous to see this, NKT and Prysmian in a yoyo effect together with AI. Do people think electrification is coming to a halt because AI might currently look like it will be a minimally-marginally worse business than the best business in the world ever?Imagine being able to buy this for 113 just two weeks ago. I am happy anyway to have loaded up at 117! This glides easily up to 160 with good patience, is a bit of a goal at least.
- ·25.10.On their earnings call they are asked about the large spread between 770 to 840 mil eur ebitda, why it is so large now that we are at q3. They answer that they will make an effort to lie in the upper part of their upward revision from H1. If we take 810 to 830 = 820 mil EBITDA I get PE to lie between 12 and 13x FY 2026 where they at the same time expect further growth in the years ahead. If the numbers I am looking at are right then I am thinking of buying more at this price. Have previously had <130 as purchase price but think the q3 report just once more has confirmed the direction. Their CEO is very French and at times hard to understand in English if you are not familiar with Franglish. Enjoy.Correct. P/E in 2028 is for me however more relevant to consider, but this merely supports your conclusion
- ·22.10.Truly what you have to stamp as a crazy offer. Or am I (along with 21 analysts) missing something? If you agree even remotely with the analysts' consensus estimates for the coming 3 years, then the valuation right now has a discount of 30-70% depending on what you think this industry (and the company) should trade at in terms of P/E multiple. 30% if you are pessimistic and factor in political risk to the maximum. 70% if you say that in the long run it should trade at a P/E level of 20-24 in P/E. I probably lean mostly towards the latter. I see the return potential over a 12-36 month period. Personally, I expect it can generate 20-30% annual return seen over the coming 3-5 years. No recommendations from here, just my thoughts.I averaged down a bit at 117 anyway. Rather heavy development on the stock exchange which makes me hold back a bit after the last 4-6 weeks stock crash in various shares. But I have faith that it will show strength quickly. We saw that on March 31, 2025, and March 16, 2026. When it falls on market turbulence, it gets a rebound again pretty quickly. A new peak will probably come before Christmas. I am heavily in the minus in this one, but have faith that it is temporary and that I will get some % gain here just as long as one holds out.
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 |
|---|---|---|
| - | - |
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
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 24.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 22.10. | ||
2026 H1 - tulosraportti 29.7. | ||
Vuosittainen yhtiökokous 2026 21.5. | ||
2026 Q1 - tulosraportti 28.4. | ||
2025 H2 - tulosraportti 19.2. |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q3 - tulosraportti
23 päivää sitten
‧1 t 10 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 Q4 - tulosraportti 24.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 22.10. | ||
2026 H1 - tulosraportti 29.7. | ||
Vuosittainen yhtiökokous 2026 21.5. | ||
2026 Q1 - tulosraportti 28.4. | ||
2025 H2 - tulosraportti 19.2. |
Tuotteita joiden kohde-etuutena tämä arvopaperi
2,90 EUR/osake
Viimeisin osinko
2,18%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·9.11. · MuokattuIf you analyze the 5 year trend in Nexans, you see a couple of interesting observations. - It has an increasing trend over time - Always reaches a new ATH after a proper bottom - After the bottom, it reaches a new ATH If history holds true, the next peak is between 160-170 EUR. Everything is set for it. Nexans is one of Europe's most important players (among several) regarding electrification. _The West has economy, political will, chips and technology, we are just missing one thing: Enough power to run datacenters, industry and green transition. The lack of power was enormous before the AI revolution, but has truly become a critical shortage after the development of datacenters. This was really put to the test when oil and gas became scarce due to the war in Ukraine and Iran. The electrification of Europe and the rest of the world will take place over several decades. Right now the world is afraid that China has massive amounts of power and will take the lead in future industry and digitalization. Here Europe and the West are in a race against the East, and Nexans is well positioned in it.
- ·4.11.Is there anyone here who can explain to me, when I click into the overview, a p/e of 95 and earnings of 473 million euro appear. I would be grateful for an explanation.Nexans sold among other things AmerCable and Lynxeo which have been baked into the final result I would think. Next year the P/E ratio drops to the right level.
- ·30.10.It is completely ridiculous to see this, NKT and Prysmian in a yoyo effect together with AI. Do people think electrification is coming to a halt because AI might currently look like it will be a minimally-marginally worse business than the best business in the world ever?Imagine being able to buy this for 113 just two weeks ago. I am happy anyway to have loaded up at 117! This glides easily up to 160 with good patience, is a bit of a goal at least.
- ·25.10.On their earnings call they are asked about the large spread between 770 to 840 mil eur ebitda, why it is so large now that we are at q3. They answer that they will make an effort to lie in the upper part of their upward revision from H1. If we take 810 to 830 = 820 mil EBITDA I get PE to lie between 12 and 13x FY 2026 where they at the same time expect further growth in the years ahead. If the numbers I am looking at are right then I am thinking of buying more at this price. Have previously had <130 as purchase price but think the q3 report just once more has confirmed the direction. Their CEO is very French and at times hard to understand in English if you are not familiar with Franglish. Enjoy.Correct. P/E in 2028 is for me however more relevant to consider, but this merely supports your conclusion
- ·22.10.Truly what you have to stamp as a crazy offer. Or am I (along with 21 analysts) missing something? If you agree even remotely with the analysts' consensus estimates for the coming 3 years, then the valuation right now has a discount of 30-70% depending on what you think this industry (and the company) should trade at in terms of P/E multiple. 30% if you are pessimistic and factor in political risk to the maximum. 70% if you say that in the long run it should trade at a P/E level of 20-24 in P/E. I probably lean mostly towards the latter. I see the return potential over a 12-36 month period. Personally, I expect it can generate 20-30% annual return seen over the coming 3-5 years. No recommendations from here, just my thoughts.I averaged down a bit at 117 anyway. Rather heavy development on the stock exchange which makes me hold back a bit after the last 4-6 weeks stock crash in various shares. But I have faith that it will show strength quickly. We saw that on March 31, 2025, and March 16, 2026. When it falls on market turbulence, it gets a rebound again pretty quickly. A new peak will probably come before Christmas. I am heavily in the minus in this one, but have faith that it is temporary and that I will get some % gain here just as long as one holds out.
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 |
|---|---|---|
| - | - |
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
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt