Q2-osavuosiraportti
Vain PDF
62 päivää sitten
2,25 SEK/osake
Viimeisin osinko
8,62 %
Tuotto/v
Tarjoustasot
First North Sweden
Määrä
Osto
42
Myynti
Määrä
57
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 10 | - | - | ||
| 8 | - | - | ||
| 37 | - | - | ||
| 86 | - | - | ||
| 63 | - | - |
Ylin
47,9VWAP
Alin
46,8VaihtoMäärä
0 250
VWAP
Ylin
47,9Alin
46,8VaihtoMäärä
0 250
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q3-osavuosiraportti | 6.11. 7 päivää |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 28.8. | |
| 2025 Q1-osavuosiraportti | 26.5. | |
| 2024 Yhtiökokous | 26.5. | |
| 2024 Q4-osavuosiraportti | 26.2. | |
| 2024 Q3-osavuosiraportti | 31.10.2024 |
Datan lähde: Millistream, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
16.8.2024 · Muokattu·It is characteristic that there are no posts here about this company, which really flies under the radar! Apart from the occasional tweeter (ValueSlinger I think), I have hardly heard anyone talk about Scandbook. Not CAP; not Börspodden; not even Afv, which analyzes 500 companies a year, has a single analysis on Scandbook - ever! Nevertheless, they have a good history in the last 10 years. Oms has stood and stomped, but it has steadily improved profitability and – as a consequence – VPA. They also reintroduced dividends in 2020 after a 6-year hiatus, and have since paid The stock has thus performed very well in the last 5 years, returning 22% CAGR against 13.5% for OMXS30GI. The profit is down quite significantly from the peak year 2021, but the valuation is still very humane with both P/E and EV/EBIT as well as dividend yield around 8. As long as the fine performance of recent years is maintained, the share should continue to do well. Much depends on whether or not profitability can be maintained at these higher levels. (Even better, of course, if you can continue to improve it, or increase it again.) Otherwise, there is probably a risk that the share will go back to the rather substantial discount to book value (P/B 0.4 or P/Tangible Book 0.6) that you had pre- corona.Poistettu3.9.2024 · Muokattu·Poistettu3.9.2024 · Muokattu·The company is reasonably valued. The valuation will probably remain around current levels, unless growth picks up. As you write, sales have stagnated for almost three years, or decreased slightly if we adjust for inflation and currency. Despite this, the management has said that they have taken market shares, which, however, is not reflected significantly on either the top or bottom line. Fewer printers in the industry should also have given the company a boost - but presumably there are more competitors who are on their toes. The sloppiness between the quarters also adds to it a bit. As I understand it, there is also a customer risk baked into the case, where a couple of major Swedish publishers account for a substantial share of the turnover. Having said that, the company still appears to be an interesting value case with a relatively limited downside - as well as an option for upside if/when the company's new investments in the digital printing presses start generating a return on invested capital. Or if sales take off. The valuation is modest. In addition to that, there are assets that could materialize through partly already scrapped machinery. The balance sheet is thus in very good condition. Maybe even a little too good? An economic logic would be for the main owners to make a bid for the company, a bid that does not necessarily need to be at a significant premium for the other shareholders. Communication to the market could be improved. What does the road ahead look like? How will the company be able to generate shareholder value? Trading in the share has not been good either. The Norwegian main owner is still sitting on an old record of preference shares which I think should have been redeemed by now.
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 ja analyysit
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.
Q2-osavuosiraportti
Vain PDF
62 päivää sitten
2,25 SEK/osake
Viimeisin osinko
8,62 %
Tuotto/v
Uutiset ja analyysit
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
- 16.8.2024 · Muokattu·It is characteristic that there are no posts here about this company, which really flies under the radar! Apart from the occasional tweeter (ValueSlinger I think), I have hardly heard anyone talk about Scandbook. Not CAP; not Börspodden; not even Afv, which analyzes 500 companies a year, has a single analysis on Scandbook - ever! Nevertheless, they have a good history in the last 10 years. Oms has stood and stomped, but it has steadily improved profitability and – as a consequence – VPA. They also reintroduced dividends in 2020 after a 6-year hiatus, and have since paid The stock has thus performed very well in the last 5 years, returning 22% CAGR against 13.5% for OMXS30GI. The profit is down quite significantly from the peak year 2021, but the valuation is still very humane with both P/E and EV/EBIT as well as dividend yield around 8. As long as the fine performance of recent years is maintained, the share should continue to do well. Much depends on whether or not profitability can be maintained at these higher levels. (Even better, of course, if you can continue to improve it, or increase it again.) Otherwise, there is probably a risk that the share will go back to the rather substantial discount to book value (P/B 0.4 or P/Tangible Book 0.6) that you had pre- corona.Poistettu3.9.2024 · Muokattu·Poistettu3.9.2024 · Muokattu·The company is reasonably valued. The valuation will probably remain around current levels, unless growth picks up. As you write, sales have stagnated for almost three years, or decreased slightly if we adjust for inflation and currency. Despite this, the management has said that they have taken market shares, which, however, is not reflected significantly on either the top or bottom line. Fewer printers in the industry should also have given the company a boost - but presumably there are more competitors who are on their toes. The sloppiness between the quarters also adds to it a bit. As I understand it, there is also a customer risk baked into the case, where a couple of major Swedish publishers account for a substantial share of the turnover. Having said that, the company still appears to be an interesting value case with a relatively limited downside - as well as an option for upside if/when the company's new investments in the digital printing presses start generating a return on invested capital. Or if sales take off. The valuation is modest. In addition to that, there are assets that could materialize through partly already scrapped machinery. The balance sheet is thus in very good condition. Maybe even a little too good? An economic logic would be for the main owners to make a bid for the company, a bid that does not necessarily need to be at a significant premium for the other shareholders. Communication to the market could be improved. What does the road ahead look like? How will the company be able to generate shareholder value? Trading in the share has not been good either. The Norwegian main owner is still sitting on an old record of preference shares which I think should have been redeemed by now.
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
First North Sweden
Määrä
Osto
42
Myynti
Määrä
57
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 10 | - | - | ||
| 8 | - | - | ||
| 37 | - | - | ||
| 86 | - | - | ||
| 63 | - | - |
Ylin
47,9VWAP
Alin
46,8VaihtoMäärä
0 250
VWAP
Ylin
47,9Alin
46,8VaihtoMäärä
0 250
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q3-osavuosiraportti | 6.11. 7 päivää |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 28.8. | |
| 2025 Q1-osavuosiraportti | 26.5. | |
| 2024 Yhtiökokous | 26.5. | |
| 2024 Q4-osavuosiraportti | 26.2. | |
| 2024 Q3-osavuosiraportti | 31.10.2024 |
Datan lähde: Millistream, Quartr
Q2-osavuosiraportti
Vain PDF
62 päivää sitten
Uutiset ja analyysit
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
| Seuraava tapahtuma | |
|---|---|
| 2025 Q3-osavuosiraportti | 6.11. 7 päivää |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q2-osavuosiraportti | 28.8. | |
| 2025 Q1-osavuosiraportti | 26.5. | |
| 2024 Yhtiökokous | 26.5. | |
| 2024 Q4-osavuosiraportti | 26.2. | |
| 2024 Q3-osavuosiraportti | 31.10.2024 |
Datan lähde: Millistream, Quartr
2,25 SEK/osake
Viimeisin osinko
8,62 %
Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 16.8.2024 · Muokattu·It is characteristic that there are no posts here about this company, which really flies under the radar! Apart from the occasional tweeter (ValueSlinger I think), I have hardly heard anyone talk about Scandbook. Not CAP; not Börspodden; not even Afv, which analyzes 500 companies a year, has a single analysis on Scandbook - ever! Nevertheless, they have a good history in the last 10 years. Oms has stood and stomped, but it has steadily improved profitability and – as a consequence – VPA. They also reintroduced dividends in 2020 after a 6-year hiatus, and have since paid The stock has thus performed very well in the last 5 years, returning 22% CAGR against 13.5% for OMXS30GI. The profit is down quite significantly from the peak year 2021, but the valuation is still very humane with both P/E and EV/EBIT as well as dividend yield around 8. As long as the fine performance of recent years is maintained, the share should continue to do well. Much depends on whether or not profitability can be maintained at these higher levels. (Even better, of course, if you can continue to improve it, or increase it again.) Otherwise, there is probably a risk that the share will go back to the rather substantial discount to book value (P/B 0.4 or P/Tangible Book 0.6) that you had pre- corona.Poistettu3.9.2024 · Muokattu·Poistettu3.9.2024 · Muokattu·The company is reasonably valued. The valuation will probably remain around current levels, unless growth picks up. As you write, sales have stagnated for almost three years, or decreased slightly if we adjust for inflation and currency. Despite this, the management has said that they have taken market shares, which, however, is not reflected significantly on either the top or bottom line. Fewer printers in the industry should also have given the company a boost - but presumably there are more competitors who are on their toes. The sloppiness between the quarters also adds to it a bit. As I understand it, there is also a customer risk baked into the case, where a couple of major Swedish publishers account for a substantial share of the turnover. Having said that, the company still appears to be an interesting value case with a relatively limited downside - as well as an option for upside if/when the company's new investments in the digital printing presses start generating a return on invested capital. Or if sales take off. The valuation is modest. In addition to that, there are assets that could materialize through partly already scrapped machinery. The balance sheet is thus in very good condition. Maybe even a little too good? An economic logic would be for the main owners to make a bid for the company, a bid that does not necessarily need to be at a significant premium for the other shareholders. Communication to the market could be improved. What does the road ahead look like? How will the company be able to generate shareholder value? Trading in the share has not been good either. The Norwegian main owner is still sitting on an old record of preference shares which I think should have been redeemed by now.
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
First North Sweden
Määrä
Osto
42
Myynti
Määrä
57
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 10 | - | - | ||
| 8 | - | - | ||
| 37 | - | - | ||
| 86 | - | - | ||
| 63 | - | - |
Ylin
47,9VWAP
Alin
46,8VaihtoMäärä
0 250
VWAP
Ylin
47,9Alin
46,8VaihtoMäärä
0 250
Välittäjätilasto
Dataa ei löytynyt