2026 Q3 - tulosraportti
UUTTA
3 päivää sitten
‧42 min
3,00 NOK/osake
Viimeisin osinko
4,45%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| 66 | ||
| 16 | ||
| 320 | ||
| 16 | ||
| 320 |
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 16.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 23.10. | ||
2026 Q2 - tulosraportti 22.7. | ||
2026 Q1 - tulosraportti 29.4. | ||
2025 Q4 - tulosraportti 13.2. | ||
2025 Q3 - tulosraportti 24.10.2025 |
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
·8 t sittenHYDRO: VALUATION REFLECTS EXTREMELY BEARISH VIEW ON ALUMINUM -BOFA Close today at 12:41 ∙ TDN Finans Oslo (Infront TDN Direkt): Bank of America (BofA) believes that today's valuation of Norsk Hydro reflects an overly pessimistic view of aluminum prospects. This is stated in an update from BofA on Friday, where their price target on Hydro is downgraded to 92 from 98 kroner and the buy recommendation on the stock is reiterated. The investment bank expects aluminum prices to rise to 3,625 dollars per ton in 2027. By comparison, the price today is 3,033 dollars per ton. <<Discussions with market participants indicate an extremely bearish stance. We are less negative, based on low inventory levels and demand holding up fairly well>>, writes BofA.
It is amateurs who get airtime. If there is peace in the world then there will be demand for alu! And what about all the electric cars now! Everyone is going to have new electric cars and phase out fossil fuel cars.
·10 t sittenSome are positive on an otherwise rainy day; BofA believes the market is too pessimistic towards Hydro. That supports a positive view in the medium term, but the price target cut shows that the analyst also sees challenges.- ·10 t sittenUnable to look one year back to Q3 -25 Unable to look one year ahead in time. But a "estimate" crushes the Nhy share price by tens of billions Is not worthy of the Oslo Stock Exchange
·2 päivää sittenIs hydro facing the bull market of all times with data center development and billions of humanoids to be built the next 50 years? All of this has to be built by something. Robots, power grids, cables and data centers. Thinking aluminum has to get a part of that growth Morgan Stanley has talked about around 1 billion humanoids by 2050. But calculated a bit on it, and assuming 20kg aluminum per robot and that 100 million are built a year, then it actually only accounts for around 2.8% of today's annual primary production of aluminum. Those 20 kilos are just an assumption. And 1 billion robots in total is of course not the same as 1 billion new every year either But is 1 billion robots by 2050 too conservative..? Musk has probably predicted much more than that if I remember correctly - not that I consider him a credible source. Looking 50 years ahead it can at least become much more. Then the calculation perhaps starts to look quite different. The question is how much new aluminum production that comes in the meantime. Have also looked at hydro with DCF. With quite sober assumptions the value ended up around 66kr, thus about today's price. So the drop alone doesn't necessarily make it cheap. If it is going well over 100 the margins must remain strong and more of the earnings remain after the investments. I think around 50-55 would have been a more interesting entry, if the outlook otherwise holds up. But maybe I am too cautious and underestimate how much aluminum the world actually is going to need. What do you think? Is it now one should start to position oneself
Aluminium has been "popular" for many years and will continue to be so, definitely. NHY has had a relatively small growth in share price over the last 10 years at 85%, compared to mutual funds like Sparebank 1 Utbytte and Nordea Verdi Norge at around 280%. Do not find NHY exciting to sit still in for several years, but the large cyclical swings every 1-2 years are exciting to try to trade. Went up well over 100% from the summer of 2025 to now summer of 2026. Let it bottom now in the 50-60s for a new round. Maybe not 100% next time, but 50% is good too)
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
UUTTA
3 päivää sitten
‧42 min
3,00 NOK/osake
Viimeisin osinko
4,45%Tuotto/v
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
- ·8 t sittenHYDRO: VALUATION REFLECTS EXTREMELY BEARISH VIEW ON ALUMINUM -BOFA Close today at 12:41 ∙ TDN Finans Oslo (Infront TDN Direkt): Bank of America (BofA) believes that today's valuation of Norsk Hydro reflects an overly pessimistic view of aluminum prospects. This is stated in an update from BofA on Friday, where their price target on Hydro is downgraded to 92 from 98 kroner and the buy recommendation on the stock is reiterated. The investment bank expects aluminum prices to rise to 3,625 dollars per ton in 2027. By comparison, the price today is 3,033 dollars per ton. <<Discussions with market participants indicate an extremely bearish stance. We are less negative, based on low inventory levels and demand holding up fairly well>>, writes BofA.It is amateurs who get airtime. If there is peace in the world then there will be demand for alu! And what about all the electric cars now! Everyone is going to have new electric cars and phase out fossil fuel cars.
- ·10 t sittenSome are positive on an otherwise rainy day; BofA believes the market is too pessimistic towards Hydro. That supports a positive view in the medium term, but the price target cut shows that the analyst also sees challenges.
- ·10 t sittenUnable to look one year back to Q3 -25 Unable to look one year ahead in time. But a "estimate" crushes the Nhy share price by tens of billions Is not worthy of the Oslo Stock Exchange
- ·2 päivää sittenIs hydro facing the bull market of all times with data center development and billions of humanoids to be built the next 50 years? All of this has to be built by something. Robots, power grids, cables and data centers. Thinking aluminum has to get a part of that growth Morgan Stanley has talked about around 1 billion humanoids by 2050. But calculated a bit on it, and assuming 20kg aluminum per robot and that 100 million are built a year, then it actually only accounts for around 2.8% of today's annual primary production of aluminum. Those 20 kilos are just an assumption. And 1 billion robots in total is of course not the same as 1 billion new every year either But is 1 billion robots by 2050 too conservative..? Musk has probably predicted much more than that if I remember correctly - not that I consider him a credible source. Looking 50 years ahead it can at least become much more. Then the calculation perhaps starts to look quite different. The question is how much new aluminum production that comes in the meantime. Have also looked at hydro with DCF. With quite sober assumptions the value ended up around 66kr, thus about today's price. So the drop alone doesn't necessarily make it cheap. If it is going well over 100 the margins must remain strong and more of the earnings remain after the investments. I think around 50-55 would have been a more interesting entry, if the outlook otherwise holds up. But maybe I am too cautious and underestimate how much aluminum the world actually is going to need. What do you think? Is it now one should start to position oneselfAluminium has been "popular" for many years and will continue to be so, definitely. NHY has had a relatively small growth in share price over the last 10 years at 85%, compared to mutual funds like Sparebank 1 Utbytte and Nordea Verdi Norge at around 280%. Do not find NHY exciting to sit still in for several years, but the large cyclical swings every 1-2 years are exciting to try to trade. Went up well over 100% from the summer of 2025 to now summer of 2026. Let it bottom now in the 50-60s for a new round. Maybe not 100% next time, but 50% is good too)
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 |
|---|---|---|
| 66 | ||
| 16 | ||
| 320 | ||
| 16 | ||
| 320 |
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 16.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 23.10. | ||
2026 Q2 - tulosraportti 22.7. | ||
2026 Q1 - tulosraportti 29.4. | ||
2025 Q4 - tulosraportti 13.2. | ||
2025 Q3 - tulosraportti 24.10.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q3 - tulosraportti
UUTTA
3 päivää sitten
‧42 min
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 16.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 23.10. | ||
2026 Q2 - tulosraportti 22.7. | ||
2026 Q1 - tulosraportti 29.4. | ||
2025 Q4 - tulosraportti 13.2. | ||
2025 Q3 - tulosraportti 24.10.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
3,00 NOK/osake
Viimeisin osinko
4,45%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·8 t sittenHYDRO: VALUATION REFLECTS EXTREMELY BEARISH VIEW ON ALUMINUM -BOFA Close today at 12:41 ∙ TDN Finans Oslo (Infront TDN Direkt): Bank of America (BofA) believes that today's valuation of Norsk Hydro reflects an overly pessimistic view of aluminum prospects. This is stated in an update from BofA on Friday, where their price target on Hydro is downgraded to 92 from 98 kroner and the buy recommendation on the stock is reiterated. The investment bank expects aluminum prices to rise to 3,625 dollars per ton in 2027. By comparison, the price today is 3,033 dollars per ton. <<Discussions with market participants indicate an extremely bearish stance. We are less negative, based on low inventory levels and demand holding up fairly well>>, writes BofA.It is amateurs who get airtime. If there is peace in the world then there will be demand for alu! And what about all the electric cars now! Everyone is going to have new electric cars and phase out fossil fuel cars.
- ·10 t sittenSome are positive on an otherwise rainy day; BofA believes the market is too pessimistic towards Hydro. That supports a positive view in the medium term, but the price target cut shows that the analyst also sees challenges.
- ·10 t sittenUnable to look one year back to Q3 -25 Unable to look one year ahead in time. But a "estimate" crushes the Nhy share price by tens of billions Is not worthy of the Oslo Stock Exchange
- ·2 päivää sittenIs hydro facing the bull market of all times with data center development and billions of humanoids to be built the next 50 years? All of this has to be built by something. Robots, power grids, cables and data centers. Thinking aluminum has to get a part of that growth Morgan Stanley has talked about around 1 billion humanoids by 2050. But calculated a bit on it, and assuming 20kg aluminum per robot and that 100 million are built a year, then it actually only accounts for around 2.8% of today's annual primary production of aluminum. Those 20 kilos are just an assumption. And 1 billion robots in total is of course not the same as 1 billion new every year either But is 1 billion robots by 2050 too conservative..? Musk has probably predicted much more than that if I remember correctly - not that I consider him a credible source. Looking 50 years ahead it can at least become much more. Then the calculation perhaps starts to look quite different. The question is how much new aluminum production that comes in the meantime. Have also looked at hydro with DCF. With quite sober assumptions the value ended up around 66kr, thus about today's price. So the drop alone doesn't necessarily make it cheap. If it is going well over 100 the margins must remain strong and more of the earnings remain after the investments. I think around 50-55 would have been a more interesting entry, if the outlook otherwise holds up. But maybe I am too cautious and underestimate how much aluminum the world actually is going to need. What do you think? Is it now one should start to position oneselfAluminium has been "popular" for many years and will continue to be so, definitely. NHY has had a relatively small growth in share price over the last 10 years at 85%, compared to mutual funds like Sparebank 1 Utbytte and Nordea Verdi Norge at around 280%. Do not find NHY exciting to sit still in for several years, but the large cyclical swings every 1-2 years are exciting to try to trade. Went up well over 100% from the summer of 2025 to now summer of 2026. Let it bottom now in the 50-60s for a new round. Maybe not 100% next time, but 50% is good too)
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 |
|---|---|---|
| 66 | ||
| 16 | ||
| 320 | ||
| 16 | ||
| 320 |
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