2026 Q1 -tulosraportti
53 päivää sitten
‧50 min
2,20 EUR/osake
Viimeisin osinko
7,92%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 30.7. |
| Menneet tapahtumat | ||
|---|---|---|
Vuosittainen yhtiökokous 2026 30.4. | ||
2026 Q1 -tulosraportti 23.4. | ||
2025 Q4 -tulosraportti 19.2. | ||
2025 Q3 -tulosraportti 23.10.2025 | ||
2025 Q2 -tulosraportti 15.7.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
·10.6.Greedily cheap
·25.5.Renault has fallen around 40 percent in the last year. The company is now valued as if it were in a structural crisis. The entire group is currently trading at approximately 8 billion euro, driven by extremely negative sentiment surrounding the European automotive industry, Chinese competition, high interest rates, and a fierce EV price war. In addition, the large accounting write-down of over 9 billion euro related to Nissan contributed to reinforcing the impression of a deep crisis, even though this was primarily an accounting adjustment. What makes Renault a classic deep value-case is the gap between its market capitalization and its underlying industrial assets. A conservative Sum-of-the-Parts (SOTP) approach. The calculation starts with a solid net cash position and industrial liquidity of around 3.5 billion euro after conservative adjustments. Then comes Dacia and the light commercial vehicle business, which appears very robust in a pressured European market and can be justified at around 3.5 billion euro alone. Furthermore, Renault's stakes in Horse (engine business), Ampere (EV and software), Mobilize (financing), as well as the wholly-owned India factory in Chennai, can collectively be valued at over 5.5 billion euro even with conservative assumptions. When the market values the entire group at under 8 billion euro, it practically implies that investors are paying for the cash and Dacia, while the rest of the industrial platform – EV initiative, global production, financial services, and India exposure – is largely priced as "free options". The conclusion is that Renault does not need to be a winner in the EV race to be a good investment. It is sufficient for the European automotive crisis to prove less destructive than the market currently prices in.
·2.6.They also provide a good dividend, and it will be interesting to see what the Drone collaboration yields on the bottom line in 2027. 🙂
·8.5.7% in dividend today. That's not bad! :-) I think it's realistic that they maintain or increase the dividend in the coming years. It might be a bold statement with Chinese competition but I believe they can compete and cooperate with them.
·13.5.So, what's happening with the dividend?- ·10.4.I like Renault. They have impressively low debt compared to other European companies. It looks like they have good collaborations and a fine strategy with less well-designed cars with "French charm". One of the few manufacturers that uses Google Automotive as a system. I believe that is the right way to go. Massive dividend and their financial services department is a cash cow. That will be a relatively easy 50% dividend and enjoying dividends while waiting.
·25.2.About, among other things, Renault and drones 🤔 https://open.spotify.com/episode/3pgjVvWfKMU2zUsxvRshuw?si=e0y7LSueSVWmHQZTnw5QEA
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.
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.
2026 Q1 -tulosraportti
53 päivää sitten
‧50 min
2,20 EUR/osake
Viimeisin osinko
7,92%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
- ·10.6.Greedily cheap
- ·25.5.Renault has fallen around 40 percent in the last year. The company is now valued as if it were in a structural crisis. The entire group is currently trading at approximately 8 billion euro, driven by extremely negative sentiment surrounding the European automotive industry, Chinese competition, high interest rates, and a fierce EV price war. In addition, the large accounting write-down of over 9 billion euro related to Nissan contributed to reinforcing the impression of a deep crisis, even though this was primarily an accounting adjustment. What makes Renault a classic deep value-case is the gap between its market capitalization and its underlying industrial assets. A conservative Sum-of-the-Parts (SOTP) approach. The calculation starts with a solid net cash position and industrial liquidity of around 3.5 billion euro after conservative adjustments. Then comes Dacia and the light commercial vehicle business, which appears very robust in a pressured European market and can be justified at around 3.5 billion euro alone. Furthermore, Renault's stakes in Horse (engine business), Ampere (EV and software), Mobilize (financing), as well as the wholly-owned India factory in Chennai, can collectively be valued at over 5.5 billion euro even with conservative assumptions. When the market values the entire group at under 8 billion euro, it practically implies that investors are paying for the cash and Dacia, while the rest of the industrial platform – EV initiative, global production, financial services, and India exposure – is largely priced as "free options". The conclusion is that Renault does not need to be a winner in the EV race to be a good investment. It is sufficient for the European automotive crisis to prove less destructive than the market currently prices in.·2.6.They also provide a good dividend, and it will be interesting to see what the Drone collaboration yields on the bottom line in 2027. 🙂
- ·8.5.7% in dividend today. That's not bad! :-) I think it's realistic that they maintain or increase the dividend in the coming years. It might be a bold statement with Chinese competition but I believe they can compete and cooperate with them.·13.5.So, what's happening with the dividend?
- ·10.4.I like Renault. They have impressively low debt compared to other European companies. It looks like they have good collaborations and a fine strategy with less well-designed cars with "French charm". One of the few manufacturers that uses Google Automotive as a system. I believe that is the right way to go. Massive dividend and their financial services department is a cash cow. That will be a relatively easy 50% dividend and enjoying dividends while waiting.
- ·25.2.About, among other things, Renault and drones 🤔 https://open.spotify.com/episode/3pgjVvWfKMU2zUsxvRshuw?si=e0y7LSueSVWmHQZTnw5QEA
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 |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 30.7. |
| Menneet tapahtumat | ||
|---|---|---|
Vuosittainen yhtiökokous 2026 30.4. | ||
2026 Q1 -tulosraportti 23.4. | ||
2025 Q4 -tulosraportti 19.2. | ||
2025 Q3 -tulosraportti 23.10.2025 | ||
2025 Q2 -tulosraportti 15.7.2025 |
2026 Q1 -tulosraportti
53 päivää sitten
‧50 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 Q2 -tulosraportti 30.7. |
| Menneet tapahtumat | ||
|---|---|---|
Vuosittainen yhtiökokous 2026 30.4. | ||
2026 Q1 -tulosraportti 23.4. | ||
2025 Q4 -tulosraportti 19.2. | ||
2025 Q3 -tulosraportti 23.10.2025 | ||
2025 Q2 -tulosraportti 15.7.2025 |
2,20 EUR/osake
Viimeisin osinko
7,92%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·10.6.Greedily cheap
- ·25.5.Renault has fallen around 40 percent in the last year. The company is now valued as if it were in a structural crisis. The entire group is currently trading at approximately 8 billion euro, driven by extremely negative sentiment surrounding the European automotive industry, Chinese competition, high interest rates, and a fierce EV price war. In addition, the large accounting write-down of over 9 billion euro related to Nissan contributed to reinforcing the impression of a deep crisis, even though this was primarily an accounting adjustment. What makes Renault a classic deep value-case is the gap between its market capitalization and its underlying industrial assets. A conservative Sum-of-the-Parts (SOTP) approach. The calculation starts with a solid net cash position and industrial liquidity of around 3.5 billion euro after conservative adjustments. Then comes Dacia and the light commercial vehicle business, which appears very robust in a pressured European market and can be justified at around 3.5 billion euro alone. Furthermore, Renault's stakes in Horse (engine business), Ampere (EV and software), Mobilize (financing), as well as the wholly-owned India factory in Chennai, can collectively be valued at over 5.5 billion euro even with conservative assumptions. When the market values the entire group at under 8 billion euro, it practically implies that investors are paying for the cash and Dacia, while the rest of the industrial platform – EV initiative, global production, financial services, and India exposure – is largely priced as "free options". The conclusion is that Renault does not need to be a winner in the EV race to be a good investment. It is sufficient for the European automotive crisis to prove less destructive than the market currently prices in.·2.6.They also provide a good dividend, and it will be interesting to see what the Drone collaboration yields on the bottom line in 2027. 🙂
- ·8.5.7% in dividend today. That's not bad! :-) I think it's realistic that they maintain or increase the dividend in the coming years. It might be a bold statement with Chinese competition but I believe they can compete and cooperate with them.·13.5.So, what's happening with the dividend?
- ·10.4.I like Renault. They have impressively low debt compared to other European companies. It looks like they have good collaborations and a fine strategy with less well-designed cars with "French charm". One of the few manufacturers that uses Google Automotive as a system. I believe that is the right way to go. Massive dividend and their financial services department is a cash cow. That will be a relatively easy 50% dividend and enjoying dividends while waiting.
- ·25.2.About, among other things, Renault and drones 🤔 https://open.spotify.com/episode/3pgjVvWfKMU2zUsxvRshuw?si=e0y7LSueSVWmHQZTnw5QEA
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 |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt