Q3-osavuosiraportti
12 päivää sitten‧33 min
1,25 NOK/osake
Viimeisin osinko
3,78 %Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
307
Myynti
Määrä
3 589
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 735 | - | - | ||
| 15 | - | - | ||
| 29 | - | - | ||
| 96 | - | - | ||
| 10 | - | - |
Ylin
34VWAP
Alin
32,9VaihtoMäärä
0,6 18 997
VWAP
Ylin
34Alin
32,9VaihtoMäärä
0,6 18 997
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4-osavuosiraportti | 11.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 6.11. | |
| 2025 Ylimääräinen yhtiökokous | 8.10. | |
| 2025 Q2-osavuosiraportti | 7.8. | |
| 2025 Q1-osavuosiraportti | 21.5. | |
| 2024 Yhtiökokous | 24.4. |
Datan lähde: Millistream, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·7 t sittenStatus: - Sales are still slow - The market is bad, no opening to launch new projects (must be postponed further) - Dividend at this point is highly unlikely (no longer a dividend stock) - An unbelievable amount of turnaround already priced in (not yet materialized) - Norwegian 10-year still around record highs - No change in regulations for new construction So all in all, still crappy to invest in SBO, unfortunately. It's taken much longer than anticipated to turn the ship around. The only thing one can hope for is a global crisis that pushes interest rates down a lot in a short time, highly unlikely. Why are the rest of you investing here? (pls. don't mention Christmas rally, or other crap without any basis in financial theory) Personally, I have cut my position quite significantly after the latest quarterly figures did not deliver and the turnaround has been pushed forward in time.
·4 t sitten · MuokattuI disagree with you turnaround123. *Sales are decent given the market situation. *Good projects sell steadily at strong margins. *There will be approximately one krone in dividend for 2025 and an estimated approximately 3 kroner for 2026 given larger handovers in the second half of 2026. Few unsold completed properties prove that Selvaag has focused on good projects/locations. *I believe the price is neutral and supported by book values and land bank. 25 kr for book values + 8 for competence/project management/project bank. *NIBOR has fallen somewhat and is on its way further down. This is consensus. Neutral interest rate at approximately 2.5-3% *Regulations will proceed faster and easier going forward. This is the first step in digitalization, which is the task of the municipalities and planning/construction. Be glad instead that the share price is historically low. Selvaag has never issued new shares to raise money. The more you can buy at this level, the better the long-term investment will be and the larger ownership stake you get for your money. If you'd rather dump your shares at the bottom, then go ahead😅 If you're only after price action, you're with the wrong company. Should Selvaag remain in the 30s and 40s in share price, it means nothing as long as they provide good dividends. Eventually 3-6 kr annually. By the way, there will be a Christmas rally. It hasn't failed in the last 10 years. Call it tradition, like ribs and the almond in the porridge 🎅 😂
·11.11.SBO often performs well from the second half of November, and through the year, and even beyond that. This has happened almost without exception for over 10 years. Technically, it shouldn't bottom out before it's at 30, but the 3-year chart is starting to look very interesting. I am ready, but haven't bought yet.
·1 päivä sittenHave recently increased the position before a potential pre-Christmas rally which hopefully will be difficult to push back. Hope and believe selvaag overperforms and that the macro eventually won't be able to resist everyone who will be forced to live very simply.·11 t sittenSelvaag is among those at the front of the queue when the market returns. They have also sold best of all in selected regions. Profitability is returning, the business model has become more efficient and costs have been reduced within the company, in addition, the project bank is brimming with much fully regulated etc.. Approximately 1000 apartments will likely be launched for sale in the next 12 months. Approximately 500 in each half-year.
·6.11. · MuokattuSBO Q3 Selvaag bolig reports good sales and solid profitability. Is it starting to loosen up? But few construction starts?·11.11. · MuokattuI think you are absolutely right that there will be a significant interest rate reduction in Norway too. But only after things really ease up in the USA. Maybe it starts in 2026/2027? When chief economists predict one interest rate cut annually for the next three years, it is at least very unlikely that it will be so. Interest rate paths have historically shown quite sharp fluctuations, and policy is always tightened too much, only to be loosened too much afterwards. Therefore, we get this "construction drought" and most likely a "construction boom" when it finally turns around again. The short-term picture in Norway for players like Selvaag is unfortunately high interest rates, continuously increasing costs, and weak demand. I don't think the situation will be worse for Selvaag going forward than it has been in 2025; one sees that 2026 will have significantly increased handovers, and one can still influence the total for 2027 with good sales and construction starts in late 2025/early 2026. Those who are serious about the investment and want to increase their stake have their opportunity now. But only for a short while, I believe :)
·4.11.What credit rating does Selvaag Bolig have? (I assume all listed companies have a credit rating?). Which key figure should one look at to determine if a company has too high or acceptable debt? When does a company have too high debt (in relation to what?) (in %)? Since Selvaag Bolig has paid out semi-annual dividends for many years, I assume they have no problems servicing their debt. Is this correct? Does the company have manageable debt, i.e., an acceptable debt level? Is it an acceptable risk to invest in this company? Or is the risk sky-high now considering all the headlines in the media about a crisis in housing construction and the industry? Can Selvaag Bolig manage through a longer period of recession and high costs? Or have we reached the bottom in these times? Seriously considering whether I should invest in this company in these times 😉 (PS: Is it worthwhile to wait to invest until the Q3 report on Thursday 06. November?)·4.11.Thank you for useful and insightful comments, it's useful to follow what you write and have written. I recently listened to the Q2 presentation here, I have faith in this stock. They seemed very optimistic regarding the Stockholm region. I don't own any shares in the real estate sector yet, I assume my entry into the sector will be with this stock. I'm thinking long-term and don't have very high expectations regarding dividends for the first couple of years with the investment. Interesting company 😀- ·1.11.Selvaag is historically cheapest in October/November. This has repeated itself in recent years and is surely the case this year too👍🏻 For those who are very long-term, this time might be right for a purchase. It's somewhat typical for prices to rise towards Christmas and in the spring when the dividend approaches. Now, the construction industry has been in a downtrend since 2022, but this trading pattern among shareholders has persisted even during downturns. Just a small tip🎃·2.11.Yes, now I'm just waiting for salary in 8 days so I can improve GAV and at the same time increase my holdings before dividend. So if people could be a bit kind to me and ignore this stock for another good week, I would be very grateful😁·2.11. · MuokattuI'm sitting here myself considering whether it's best to buy before or after the report. We know that sales were weak in Q3, but much of that disappointment is already priced into the share price as of today, as I interpret it. Hand-overs will pick up in 26/27 as sales improved in the years 24/25. The comfort is that we have passed the bottom in production, it was in Q2 2024. Now there are again far more homes under production to be handed over and the dividend grows again. If Selvaag manages to sell a lot in 2026, 2028 will be very strong. There will be good sales launches in the new year. In areas where there has been little supply for a long time.
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.
Q3-osavuosiraportti
12 päivää sitten‧33 min
1,25 NOK/osake
Viimeisin osinko
3,78 %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
- ·7 t sittenStatus: - Sales are still slow - The market is bad, no opening to launch new projects (must be postponed further) - Dividend at this point is highly unlikely (no longer a dividend stock) - An unbelievable amount of turnaround already priced in (not yet materialized) - Norwegian 10-year still around record highs - No change in regulations for new construction So all in all, still crappy to invest in SBO, unfortunately. It's taken much longer than anticipated to turn the ship around. The only thing one can hope for is a global crisis that pushes interest rates down a lot in a short time, highly unlikely. Why are the rest of you investing here? (pls. don't mention Christmas rally, or other crap without any basis in financial theory) Personally, I have cut my position quite significantly after the latest quarterly figures did not deliver and the turnaround has been pushed forward in time.·4 t sitten · MuokattuI disagree with you turnaround123. *Sales are decent given the market situation. *Good projects sell steadily at strong margins. *There will be approximately one krone in dividend for 2025 and an estimated approximately 3 kroner for 2026 given larger handovers in the second half of 2026. Few unsold completed properties prove that Selvaag has focused on good projects/locations. *I believe the price is neutral and supported by book values and land bank. 25 kr for book values + 8 for competence/project management/project bank. *NIBOR has fallen somewhat and is on its way further down. This is consensus. Neutral interest rate at approximately 2.5-3% *Regulations will proceed faster and easier going forward. This is the first step in digitalization, which is the task of the municipalities and planning/construction. Be glad instead that the share price is historically low. Selvaag has never issued new shares to raise money. The more you can buy at this level, the better the long-term investment will be and the larger ownership stake you get for your money. If you'd rather dump your shares at the bottom, then go ahead😅 If you're only after price action, you're with the wrong company. Should Selvaag remain in the 30s and 40s in share price, it means nothing as long as they provide good dividends. Eventually 3-6 kr annually. By the way, there will be a Christmas rally. It hasn't failed in the last 10 years. Call it tradition, like ribs and the almond in the porridge 🎅 😂
- ·11.11.SBO often performs well from the second half of November, and through the year, and even beyond that. This has happened almost without exception for over 10 years. Technically, it shouldn't bottom out before it's at 30, but the 3-year chart is starting to look very interesting. I am ready, but haven't bought yet.·1 päivä sittenHave recently increased the position before a potential pre-Christmas rally which hopefully will be difficult to push back. Hope and believe selvaag overperforms and that the macro eventually won't be able to resist everyone who will be forced to live very simply.·11 t sittenSelvaag is among those at the front of the queue when the market returns. They have also sold best of all in selected regions. Profitability is returning, the business model has become more efficient and costs have been reduced within the company, in addition, the project bank is brimming with much fully regulated etc.. Approximately 1000 apartments will likely be launched for sale in the next 12 months. Approximately 500 in each half-year.
- ·6.11. · MuokattuSBO Q3 Selvaag bolig reports good sales and solid profitability. Is it starting to loosen up? But few construction starts?·11.11. · MuokattuI think you are absolutely right that there will be a significant interest rate reduction in Norway too. But only after things really ease up in the USA. Maybe it starts in 2026/2027? When chief economists predict one interest rate cut annually for the next three years, it is at least very unlikely that it will be so. Interest rate paths have historically shown quite sharp fluctuations, and policy is always tightened too much, only to be loosened too much afterwards. Therefore, we get this "construction drought" and most likely a "construction boom" when it finally turns around again. The short-term picture in Norway for players like Selvaag is unfortunately high interest rates, continuously increasing costs, and weak demand. I don't think the situation will be worse for Selvaag going forward than it has been in 2025; one sees that 2026 will have significantly increased handovers, and one can still influence the total for 2027 with good sales and construction starts in late 2025/early 2026. Those who are serious about the investment and want to increase their stake have their opportunity now. But only for a short while, I believe :)
- ·4.11.What credit rating does Selvaag Bolig have? (I assume all listed companies have a credit rating?). Which key figure should one look at to determine if a company has too high or acceptable debt? When does a company have too high debt (in relation to what?) (in %)? Since Selvaag Bolig has paid out semi-annual dividends for many years, I assume they have no problems servicing their debt. Is this correct? Does the company have manageable debt, i.e., an acceptable debt level? Is it an acceptable risk to invest in this company? Or is the risk sky-high now considering all the headlines in the media about a crisis in housing construction and the industry? Can Selvaag Bolig manage through a longer period of recession and high costs? Or have we reached the bottom in these times? Seriously considering whether I should invest in this company in these times 😉 (PS: Is it worthwhile to wait to invest until the Q3 report on Thursday 06. November?)·4.11.Thank you for useful and insightful comments, it's useful to follow what you write and have written. I recently listened to the Q2 presentation here, I have faith in this stock. They seemed very optimistic regarding the Stockholm region. I don't own any shares in the real estate sector yet, I assume my entry into the sector will be with this stock. I'm thinking long-term and don't have very high expectations regarding dividends for the first couple of years with the investment. Interesting company 😀
- ·1.11.Selvaag is historically cheapest in October/November. This has repeated itself in recent years and is surely the case this year too👍🏻 For those who are very long-term, this time might be right for a purchase. It's somewhat typical for prices to rise towards Christmas and in the spring when the dividend approaches. Now, the construction industry has been in a downtrend since 2022, but this trading pattern among shareholders has persisted even during downturns. Just a small tip🎃·2.11.Yes, now I'm just waiting for salary in 8 days so I can improve GAV and at the same time increase my holdings before dividend. So if people could be a bit kind to me and ignore this stock for another good week, I would be very grateful😁·2.11. · MuokattuI'm sitting here myself considering whether it's best to buy before or after the report. We know that sales were weak in Q3, but much of that disappointment is already priced into the share price as of today, as I interpret it. Hand-overs will pick up in 26/27 as sales improved in the years 24/25. The comfort is that we have passed the bottom in production, it was in Q2 2024. Now there are again far more homes under production to be handed over and the dividend grows again. If Selvaag manages to sell a lot in 2026, 2028 will be very strong. There will be good sales launches in the new year. In areas where there has been little supply for a long time.
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
Oslo Børs
Määrä
Osto
307
Myynti
Määrä
3 589
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 735 | - | - | ||
| 15 | - | - | ||
| 29 | - | - | ||
| 96 | - | - | ||
| 10 | - | - |
Ylin
34VWAP
Alin
32,9VaihtoMäärä
0,6 18 997
VWAP
Ylin
34Alin
32,9VaihtoMäärä
0,6 18 997
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4-osavuosiraportti | 11.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 6.11. | |
| 2025 Ylimääräinen yhtiökokous | 8.10. | |
| 2025 Q2-osavuosiraportti | 7.8. | |
| 2025 Q1-osavuosiraportti | 21.5. | |
| 2024 Yhtiökokous | 24.4. |
Datan lähde: Millistream, Quartr
Q3-osavuosiraportti
12 päivää sitten‧33 min
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 Q4-osavuosiraportti | 11.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 6.11. | |
| 2025 Ylimääräinen yhtiökokous | 8.10. | |
| 2025 Q2-osavuosiraportti | 7.8. | |
| 2025 Q1-osavuosiraportti | 21.5. | |
| 2024 Yhtiökokous | 24.4. |
Datan lähde: Millistream, Quartr
1,25 NOK/osake
Viimeisin osinko
3,78 %Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·7 t sittenStatus: - Sales are still slow - The market is bad, no opening to launch new projects (must be postponed further) - Dividend at this point is highly unlikely (no longer a dividend stock) - An unbelievable amount of turnaround already priced in (not yet materialized) - Norwegian 10-year still around record highs - No change in regulations for new construction So all in all, still crappy to invest in SBO, unfortunately. It's taken much longer than anticipated to turn the ship around. The only thing one can hope for is a global crisis that pushes interest rates down a lot in a short time, highly unlikely. Why are the rest of you investing here? (pls. don't mention Christmas rally, or other crap without any basis in financial theory) Personally, I have cut my position quite significantly after the latest quarterly figures did not deliver and the turnaround has been pushed forward in time.·4 t sitten · MuokattuI disagree with you turnaround123. *Sales are decent given the market situation. *Good projects sell steadily at strong margins. *There will be approximately one krone in dividend for 2025 and an estimated approximately 3 kroner for 2026 given larger handovers in the second half of 2026. Few unsold completed properties prove that Selvaag has focused on good projects/locations. *I believe the price is neutral and supported by book values and land bank. 25 kr for book values + 8 for competence/project management/project bank. *NIBOR has fallen somewhat and is on its way further down. This is consensus. Neutral interest rate at approximately 2.5-3% *Regulations will proceed faster and easier going forward. This is the first step in digitalization, which is the task of the municipalities and planning/construction. Be glad instead that the share price is historically low. Selvaag has never issued new shares to raise money. The more you can buy at this level, the better the long-term investment will be and the larger ownership stake you get for your money. If you'd rather dump your shares at the bottom, then go ahead😅 If you're only after price action, you're with the wrong company. Should Selvaag remain in the 30s and 40s in share price, it means nothing as long as they provide good dividends. Eventually 3-6 kr annually. By the way, there will be a Christmas rally. It hasn't failed in the last 10 years. Call it tradition, like ribs and the almond in the porridge 🎅 😂
- ·11.11.SBO often performs well from the second half of November, and through the year, and even beyond that. This has happened almost without exception for over 10 years. Technically, it shouldn't bottom out before it's at 30, but the 3-year chart is starting to look very interesting. I am ready, but haven't bought yet.·1 päivä sittenHave recently increased the position before a potential pre-Christmas rally which hopefully will be difficult to push back. Hope and believe selvaag overperforms and that the macro eventually won't be able to resist everyone who will be forced to live very simply.·11 t sittenSelvaag is among those at the front of the queue when the market returns. They have also sold best of all in selected regions. Profitability is returning, the business model has become more efficient and costs have been reduced within the company, in addition, the project bank is brimming with much fully regulated etc.. Approximately 1000 apartments will likely be launched for sale in the next 12 months. Approximately 500 in each half-year.
- ·6.11. · MuokattuSBO Q3 Selvaag bolig reports good sales and solid profitability. Is it starting to loosen up? But few construction starts?·11.11. · MuokattuI think you are absolutely right that there will be a significant interest rate reduction in Norway too. But only after things really ease up in the USA. Maybe it starts in 2026/2027? When chief economists predict one interest rate cut annually for the next three years, it is at least very unlikely that it will be so. Interest rate paths have historically shown quite sharp fluctuations, and policy is always tightened too much, only to be loosened too much afterwards. Therefore, we get this "construction drought" and most likely a "construction boom" when it finally turns around again. The short-term picture in Norway for players like Selvaag is unfortunately high interest rates, continuously increasing costs, and weak demand. I don't think the situation will be worse for Selvaag going forward than it has been in 2025; one sees that 2026 will have significantly increased handovers, and one can still influence the total for 2027 with good sales and construction starts in late 2025/early 2026. Those who are serious about the investment and want to increase their stake have their opportunity now. But only for a short while, I believe :)
- ·4.11.What credit rating does Selvaag Bolig have? (I assume all listed companies have a credit rating?). Which key figure should one look at to determine if a company has too high or acceptable debt? When does a company have too high debt (in relation to what?) (in %)? Since Selvaag Bolig has paid out semi-annual dividends for many years, I assume they have no problems servicing their debt. Is this correct? Does the company have manageable debt, i.e., an acceptable debt level? Is it an acceptable risk to invest in this company? Or is the risk sky-high now considering all the headlines in the media about a crisis in housing construction and the industry? Can Selvaag Bolig manage through a longer period of recession and high costs? Or have we reached the bottom in these times? Seriously considering whether I should invest in this company in these times 😉 (PS: Is it worthwhile to wait to invest until the Q3 report on Thursday 06. November?)·4.11.Thank you for useful and insightful comments, it's useful to follow what you write and have written. I recently listened to the Q2 presentation here, I have faith in this stock. They seemed very optimistic regarding the Stockholm region. I don't own any shares in the real estate sector yet, I assume my entry into the sector will be with this stock. I'm thinking long-term and don't have very high expectations regarding dividends for the first couple of years with the investment. Interesting company 😀
- ·1.11.Selvaag is historically cheapest in October/November. This has repeated itself in recent years and is surely the case this year too👍🏻 For those who are very long-term, this time might be right for a purchase. It's somewhat typical for prices to rise towards Christmas and in the spring when the dividend approaches. Now, the construction industry has been in a downtrend since 2022, but this trading pattern among shareholders has persisted even during downturns. Just a small tip🎃·2.11.Yes, now I'm just waiting for salary in 8 days so I can improve GAV and at the same time increase my holdings before dividend. So if people could be a bit kind to me and ignore this stock for another good week, I would be very grateful😁·2.11. · MuokattuI'm sitting here myself considering whether it's best to buy before or after the report. We know that sales were weak in Q3, but much of that disappointment is already priced into the share price as of today, as I interpret it. Hand-overs will pick up in 26/27 as sales improved in the years 24/25. The comfort is that we have passed the bottom in production, it was in Q2 2024. Now there are again far more homes under production to be handed over and the dividend grows again. If Selvaag manages to sell a lot in 2026, 2028 will be very strong. There will be good sales launches in the new year. In areas where there has been little supply for a long time.
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
Oslo Børs
Määrä
Osto
307
Myynti
Määrä
3 589
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 735 | - | - | ||
| 15 | - | - | ||
| 29 | - | - | ||
| 96 | - | - | ||
| 10 | - | - |
Ylin
34VWAP
Alin
32,9VaihtoMäärä
0,6 18 997
VWAP
Ylin
34Alin
32,9VaihtoMäärä
0,6 18 997
Välittäjätilasto
Dataa ei löytynyt