2026 Q3 - tulosraportti
UUTTA
3 päivää sitten
‧43 min
4,50 DKK/osake
Viimeisin osinko
5,06%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| 62 | ||
| 315 | ||
| 261 | ||
| 134 | ||
| 135 |
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
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 5.3.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 12.11. | ||
2026 Q2 - tulosraportti 27.8. | ||
2026 Q1 - tulosraportti 21.5. | ||
2025 Q4 - tulosraportti 5.3. | ||
2025 Q3 - tulosraportti 12.11.2025 |
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
·2 päivää sitten · MuokattuScandinavian Tobacco Group – Q3 2026: Management begins to deliver After Q2 I wrote that the burden of proof now lay with management. After Q3 I have to give them credit – they have begun to deliver. Q3 shows organic growth of 2.1 %, adjusted EPS rises 21 %, and FCF before acquisitions lands at 440 mio. DKK. For 9M FCF is now 862 mio. DKK compared to 448 mio. last year. The BREAK/Moro sale has simultaneously been completed, and STG expects leverage of around 2x by year-end. EPS guidance is raised from 9–11 to 9.5–11.5 DKK, and EBIT margin guidance is raised to 14–15.5 %. So in my opinion the story is starting to change: Q4 2025: low point → Q1: stabilization → Q2: first sign of improvement → Q3: management begins to deliver. But I am not giving them a free pass yet. Q3 is helped by both timing effects and duty refunds, which make the numbers look a little better than the underlying operations. The MRC market share has simultaneously fallen to 25.8 %, NGP falls 6 %, and ROIC has only risen to 8.2 %. And ROIC is still my most important benchmark. Focus2030 promises over 11 %, so there is some way to go yet. And then there is the wildcard... With BREAK/Moro completed and leverage potentially around 2x, STG gets financial flexibility again. Management writes directly that capital allocation is now being reviewed, and that more clarity will come at the latest with the annual report. The dividend policy continues to be 40–60 % of adjusted EPS, but excess capital can also be used for share buybacks. If STG can both deliver FCF around 1.2–1.4 mia. DKK, get debt down and at the same time resume share buybacks, it could become a significant extra catalyst for the stock. But until it is actually announced, I regard it only as a wildcard – not as part of the base case. I therefore maintain for now: Fair Value DCF: approx. 92 DKK 12-month target price: 90 DKK Institutional Buy Zone: 64–72 DKK Primary buy zone: 67–70 DKK My question continues to be: Can management convert better cash flow and lower debt into rising ROIC – and what will they do with the financial flexibility? In my opinion, that will be one of the most interesting things about the annual report. And as always: I am a happy amateur investor who has a little too much time on my hands in my old age – so take it all with a grain of salt 😉
·2 päivää sittenAny guesses on where the stock is headed today? I believe we will see a high reaction of +- 8% and then decline throughout the day to between 4.5-6% at close
Yes I also believe that it holds now even though there might be some daytraders cashing in here right before close
·3 päivää sittenTobacco group STG dials down growth but up on operating margin in 2026 - NY Close today at 17:38 ∙ MarketWire Scandinavian Tobacco Group (STG) is adjusting its expectations for 2026 in connection with the third-quarter financial report. Based on largely unchanged assumptions for net revenue, but now excluding the impact of the divestment of fine-cut brands such as Break and Moro as of October 1, 2026, the range for expected net revenue growth has been narrowed, while the ranges for the EBIT margin before special items and adjusted earnings per share have been raised, supported by the financial performance to date as well as higher-than-expected customs and duty refunds, STG states in the report. And with fewer products on the shelves, STG now sees revenue growth at minus 2 to 0 pct. compared to previously between minus 2 and plus 2 pct. Conversely, things are looking better for the profit margin measured by the EBIT margin before special items, which is now expected to land in the range of 14-15.5 pct. compared to previously 13.0-14.5 pct. Ahead of the report, analysts had expected this year's EBIT margin to land at 14.1 pct. This appears from estimates collected by STG prior to the report. .\˙ MarketWire
Here is an attempt to help the poor mobile junkies (so @Henrik Hunt can relax their copy-paste finger a bit): https://www.nordnet.dk/markedet/nyheder/d898a8d8-388b-4fd6-b82c-dc65db7faa5b
·9.11.Do you think they will raise the dividend again? I assume that the much higher than expected USD exchange rate must provide a tailwind.
Since stg is a dividend stock, and that is also why I own it, I hope it is the dividend that rises... Then I can decide for myself what I do with the money.. e.g. buy more stocks and thereby make the price rise.. well at least in my opinion 😁
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
‧43 min
4,50 DKK/osake
Viimeisin osinko
5,06%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
- ·2 päivää sitten · MuokattuScandinavian Tobacco Group – Q3 2026: Management begins to deliver After Q2 I wrote that the burden of proof now lay with management. After Q3 I have to give them credit – they have begun to deliver. Q3 shows organic growth of 2.1 %, adjusted EPS rises 21 %, and FCF before acquisitions lands at 440 mio. DKK. For 9M FCF is now 862 mio. DKK compared to 448 mio. last year. The BREAK/Moro sale has simultaneously been completed, and STG expects leverage of around 2x by year-end. EPS guidance is raised from 9–11 to 9.5–11.5 DKK, and EBIT margin guidance is raised to 14–15.5 %. So in my opinion the story is starting to change: Q4 2025: low point → Q1: stabilization → Q2: first sign of improvement → Q3: management begins to deliver. But I am not giving them a free pass yet. Q3 is helped by both timing effects and duty refunds, which make the numbers look a little better than the underlying operations. The MRC market share has simultaneously fallen to 25.8 %, NGP falls 6 %, and ROIC has only risen to 8.2 %. And ROIC is still my most important benchmark. Focus2030 promises over 11 %, so there is some way to go yet. And then there is the wildcard... With BREAK/Moro completed and leverage potentially around 2x, STG gets financial flexibility again. Management writes directly that capital allocation is now being reviewed, and that more clarity will come at the latest with the annual report. The dividend policy continues to be 40–60 % of adjusted EPS, but excess capital can also be used for share buybacks. If STG can both deliver FCF around 1.2–1.4 mia. DKK, get debt down and at the same time resume share buybacks, it could become a significant extra catalyst for the stock. But until it is actually announced, I regard it only as a wildcard – not as part of the base case. I therefore maintain for now: Fair Value DCF: approx. 92 DKK 12-month target price: 90 DKK Institutional Buy Zone: 64–72 DKK Primary buy zone: 67–70 DKK My question continues to be: Can management convert better cash flow and lower debt into rising ROIC – and what will they do with the financial flexibility? In my opinion, that will be one of the most interesting things about the annual report. And as always: I am a happy amateur investor who has a little too much time on my hands in my old age – so take it all with a grain of salt 😉
- ·2 päivää sittenAny guesses on where the stock is headed today? I believe we will see a high reaction of +- 8% and then decline throughout the day to between 4.5-6% at closeYes I also believe that it holds now even though there might be some daytraders cashing in here right before close
- ·3 päivää sittenTobacco group STG dials down growth but up on operating margin in 2026 - NY Close today at 17:38 ∙ MarketWire Scandinavian Tobacco Group (STG) is adjusting its expectations for 2026 in connection with the third-quarter financial report. Based on largely unchanged assumptions for net revenue, but now excluding the impact of the divestment of fine-cut brands such as Break and Moro as of October 1, 2026, the range for expected net revenue growth has been narrowed, while the ranges for the EBIT margin before special items and adjusted earnings per share have been raised, supported by the financial performance to date as well as higher-than-expected customs and duty refunds, STG states in the report. And with fewer products on the shelves, STG now sees revenue growth at minus 2 to 0 pct. compared to previously between minus 2 and plus 2 pct. Conversely, things are looking better for the profit margin measured by the EBIT margin before special items, which is now expected to land in the range of 14-15.5 pct. compared to previously 13.0-14.5 pct. Ahead of the report, analysts had expected this year's EBIT margin to land at 14.1 pct. This appears from estimates collected by STG prior to the report. .\˙ MarketWireHere is an attempt to help the poor mobile junkies (so @Henrik Hunt can relax their copy-paste finger a bit): https://www.nordnet.dk/markedet/nyheder/d898a8d8-388b-4fd6-b82c-dc65db7faa5b
- ·9.11.Do you think they will raise the dividend again? I assume that the much higher than expected USD exchange rate must provide a tailwind.Since stg is a dividend stock, and that is also why I own it, I hope it is the dividend that rises... Then I can decide for myself what I do with the money.. e.g. buy more stocks and thereby make the price rise.. well at least in my opinion 😁
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 |
|---|---|---|
| 62 | ||
| 315 | ||
| 261 | ||
| 134 | ||
| 135 |
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
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 5.3.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 12.11. | ||
2026 Q2 - tulosraportti 27.8. | ||
2026 Q1 - tulosraportti 21.5. | ||
2025 Q4 - tulosraportti 5.3. | ||
2025 Q3 - tulosraportti 12.11.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q3 - tulosraportti
UUTTA
3 päivää sitten
‧43 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 5.3.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 12.11. | ||
2026 Q2 - tulosraportti 27.8. | ||
2026 Q1 - tulosraportti 21.5. | ||
2025 Q4 - tulosraportti 5.3. | ||
2025 Q3 - tulosraportti 12.11.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
4,50 DKK/osake
Viimeisin osinko
5,06%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·2 päivää sitten · MuokattuScandinavian Tobacco Group – Q3 2026: Management begins to deliver After Q2 I wrote that the burden of proof now lay with management. After Q3 I have to give them credit – they have begun to deliver. Q3 shows organic growth of 2.1 %, adjusted EPS rises 21 %, and FCF before acquisitions lands at 440 mio. DKK. For 9M FCF is now 862 mio. DKK compared to 448 mio. last year. The BREAK/Moro sale has simultaneously been completed, and STG expects leverage of around 2x by year-end. EPS guidance is raised from 9–11 to 9.5–11.5 DKK, and EBIT margin guidance is raised to 14–15.5 %. So in my opinion the story is starting to change: Q4 2025: low point → Q1: stabilization → Q2: first sign of improvement → Q3: management begins to deliver. But I am not giving them a free pass yet. Q3 is helped by both timing effects and duty refunds, which make the numbers look a little better than the underlying operations. The MRC market share has simultaneously fallen to 25.8 %, NGP falls 6 %, and ROIC has only risen to 8.2 %. And ROIC is still my most important benchmark. Focus2030 promises over 11 %, so there is some way to go yet. And then there is the wildcard... With BREAK/Moro completed and leverage potentially around 2x, STG gets financial flexibility again. Management writes directly that capital allocation is now being reviewed, and that more clarity will come at the latest with the annual report. The dividend policy continues to be 40–60 % of adjusted EPS, but excess capital can also be used for share buybacks. If STG can both deliver FCF around 1.2–1.4 mia. DKK, get debt down and at the same time resume share buybacks, it could become a significant extra catalyst for the stock. But until it is actually announced, I regard it only as a wildcard – not as part of the base case. I therefore maintain for now: Fair Value DCF: approx. 92 DKK 12-month target price: 90 DKK Institutional Buy Zone: 64–72 DKK Primary buy zone: 67–70 DKK My question continues to be: Can management convert better cash flow and lower debt into rising ROIC – and what will they do with the financial flexibility? In my opinion, that will be one of the most interesting things about the annual report. And as always: I am a happy amateur investor who has a little too much time on my hands in my old age – so take it all with a grain of salt 😉
- ·2 päivää sittenAny guesses on where the stock is headed today? I believe we will see a high reaction of +- 8% and then decline throughout the day to between 4.5-6% at closeYes I also believe that it holds now even though there might be some daytraders cashing in here right before close
- ·3 päivää sittenTobacco group STG dials down growth but up on operating margin in 2026 - NY Close today at 17:38 ∙ MarketWire Scandinavian Tobacco Group (STG) is adjusting its expectations for 2026 in connection with the third-quarter financial report. Based on largely unchanged assumptions for net revenue, but now excluding the impact of the divestment of fine-cut brands such as Break and Moro as of October 1, 2026, the range for expected net revenue growth has been narrowed, while the ranges for the EBIT margin before special items and adjusted earnings per share have been raised, supported by the financial performance to date as well as higher-than-expected customs and duty refunds, STG states in the report. And with fewer products on the shelves, STG now sees revenue growth at minus 2 to 0 pct. compared to previously between minus 2 and plus 2 pct. Conversely, things are looking better for the profit margin measured by the EBIT margin before special items, which is now expected to land in the range of 14-15.5 pct. compared to previously 13.0-14.5 pct. Ahead of the report, analysts had expected this year's EBIT margin to land at 14.1 pct. This appears from estimates collected by STG prior to the report. .\˙ MarketWireHere is an attempt to help the poor mobile junkies (so @Henrik Hunt can relax their copy-paste finger a bit): https://www.nordnet.dk/markedet/nyheder/d898a8d8-388b-4fd6-b82c-dc65db7faa5b
- ·9.11.Do you think they will raise the dividend again? I assume that the much higher than expected USD exchange rate must provide a tailwind.Since stg is a dividend stock, and that is also why I own it, I hope it is the dividend that rises... Then I can decide for myself what I do with the money.. e.g. buy more stocks and thereby make the price rise.. well at least in my opinion 😁
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 |
|---|---|---|
| 62 | ||
| 315 | ||
| 261 | ||
| 134 | ||
| 135 |
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
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt