Q2-osavuosiraportti
109 päivää sitten‧46 min
6,50 NOK/osake
Viimeisin osinko
6,91 %Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
10
Myynti
Määrä
1 010
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 402 | - | - | ||
| 121 | - | - | ||
| 190 | - | - | ||
| 249 | - | - | ||
| 67 | - | - |
Ylin
192,3VWAP
Alin
185,4VaihtoMäärä
40,4 214 947
VWAP
Ylin
192,3Alin
185,4VaihtoMäärä
40,4 214 947
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q3-osavuosiraportti | 20.11. 3 päivää |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Ylimääräinen yhtiökokous | 25.9. | |
| 2025 Q2-osavuosiraportti | 31.7. | |
| 2024 Yhtiökokous | 8.5. | |
| 2025 Q1-osavuosiraportti | 30.4. | |
| 2024 Q4-osavuosiraportti | 27.2. |
Datan lähde: Millistream, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·2 päivää sittenClip from FA – We still have a positive view on Subsea 7, which will likely be able to extract significant synergies through the merger with Saipem in the second quarter next year, says portfolio manager Erlend Brenne at NEF Kapitalforvaltning. – In connection with the merger, dividends will also be paid, which will send the company high up on the list of dividend stocks next year – and more may come, if Subsea 7 chooses to spin off or sell non-core business.
·11.11.Where is Gulltider when the share price of SUBSEA7 is positive and on its way up? Did you oversleep today?- ·11.11.Clipping from Kapital Buy: Subsea 7 Closing price 22.10: 192.80 kroner Target price: 220 kroner Reason: In a somewhat more challenging market for oil service companies, we prefer the subsea segment over most other parts of the value chain. This is mainly due to this segment having a tighter supply-demand balance than, for example, the deepwater rig market, and higher entry barriers. We also like the good backlog coverage and the late-cyclical positioning. Today, only three companies – Technip FMC, Subsea 7 and Saipem – have the capacity to carry out large, global field developments. With the ongoing merger between the latter two, the new company – Saipem 7 – will gain an improved competitive situation. We also see that the merger will lead to both cost and revenue synergies in the long term. Given the late-cyclical exposure, we expect continued margin improvement for Subsea 7 in the coming years. The stock is currently trading at a two-year forward EV/ebitda of 4.2x, below its historical average and low compared to other comparable companies. Martin Huseby Karlsen Together with conservative consensus estimates, this creates room for positive surprises. The stock is currently trading at a two-year forward EV/ebitda of 4.2x, below its historical average and low compared to other comparable companies. In addition, Subsea 7's shareholders are expected to receive significant dividend payments, equivalent to approximately 20 percent of today's share price, in the period leading up to the planned merger with Saipem, which is expected to be completed during the second half of 2026.
·10.11.This one has been «slack» in recent months. Three major players and Technip FMC have risen over 50 % this year, the last two have been left «on the platform» and created very poor returns for us shareholders. I believe this one will go up, possibly we will see a bottom around kr. 180. Have worked for all three, Subsea 7, Saipem and Technip. Would have preferred that Subsea 7 had continued alone, but when one chooses to go together with Saipem, there will indeed be synergies to gain. Now it's just a matter of waiting for Q3, hopefully it can provide a boost.·11.11.As mentioned, I have worked with all three companies, albeit some years ago. Of these, there is no doubt from my perspective that Subsea 7 and Technip were better at project management and not least knowledge of the contracts that had been entered into, very important considering VOR (variation order). Therefore, the gap in stock price development regarding Technip is 'far too large'. Then one has two choices, either to 'short' Technip FMC or to hold onto one's Subsea 7 shares, I choose the latter. 😀
·12.11.Yeah, I know it has changed name, but I am from Kongsberg and then I call it FMC
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
109 päivää sitten‧46 min
6,50 NOK/osake
Viimeisin osinko
6,91 %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
- ·2 päivää sittenClip from FA – We still have a positive view on Subsea 7, which will likely be able to extract significant synergies through the merger with Saipem in the second quarter next year, says portfolio manager Erlend Brenne at NEF Kapitalforvaltning. – In connection with the merger, dividends will also be paid, which will send the company high up on the list of dividend stocks next year – and more may come, if Subsea 7 chooses to spin off or sell non-core business.
- ·11.11.Where is Gulltider when the share price of SUBSEA7 is positive and on its way up? Did you oversleep today?
- ·11.11.Clipping from Kapital Buy: Subsea 7 Closing price 22.10: 192.80 kroner Target price: 220 kroner Reason: In a somewhat more challenging market for oil service companies, we prefer the subsea segment over most other parts of the value chain. This is mainly due to this segment having a tighter supply-demand balance than, for example, the deepwater rig market, and higher entry barriers. We also like the good backlog coverage and the late-cyclical positioning. Today, only three companies – Technip FMC, Subsea 7 and Saipem – have the capacity to carry out large, global field developments. With the ongoing merger between the latter two, the new company – Saipem 7 – will gain an improved competitive situation. We also see that the merger will lead to both cost and revenue synergies in the long term. Given the late-cyclical exposure, we expect continued margin improvement for Subsea 7 in the coming years. The stock is currently trading at a two-year forward EV/ebitda of 4.2x, below its historical average and low compared to other comparable companies. Martin Huseby Karlsen Together with conservative consensus estimates, this creates room for positive surprises. The stock is currently trading at a two-year forward EV/ebitda of 4.2x, below its historical average and low compared to other comparable companies. In addition, Subsea 7's shareholders are expected to receive significant dividend payments, equivalent to approximately 20 percent of today's share price, in the period leading up to the planned merger with Saipem, which is expected to be completed during the second half of 2026.
- ·10.11.This one has been «slack» in recent months. Three major players and Technip FMC have risen over 50 % this year, the last two have been left «on the platform» and created very poor returns for us shareholders. I believe this one will go up, possibly we will see a bottom around kr. 180. Have worked for all three, Subsea 7, Saipem and Technip. Would have preferred that Subsea 7 had continued alone, but when one chooses to go together with Saipem, there will indeed be synergies to gain. Now it's just a matter of waiting for Q3, hopefully it can provide a boost.·11.11.As mentioned, I have worked with all three companies, albeit some years ago. Of these, there is no doubt from my perspective that Subsea 7 and Technip were better at project management and not least knowledge of the contracts that had been entered into, very important considering VOR (variation order). Therefore, the gap in stock price development regarding Technip is 'far too large'. Then one has two choices, either to 'short' Technip FMC or to hold onto one's Subsea 7 shares, I choose the latter. 😀·12.11.Yeah, I know it has changed name, but I am from Kongsberg and then I call it FMC
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
10
Myynti
Määrä
1 010
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 402 | - | - | ||
| 121 | - | - | ||
| 190 | - | - | ||
| 249 | - | - | ||
| 67 | - | - |
Ylin
192,3VWAP
Alin
185,4VaihtoMäärä
40,4 214 947
VWAP
Ylin
192,3Alin
185,4VaihtoMäärä
40,4 214 947
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q3-osavuosiraportti | 20.11. 3 päivää |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Ylimääräinen yhtiökokous | 25.9. | |
| 2025 Q2-osavuosiraportti | 31.7. | |
| 2024 Yhtiökokous | 8.5. | |
| 2025 Q1-osavuosiraportti | 30.4. | |
| 2024 Q4-osavuosiraportti | 27.2. |
Datan lähde: Millistream, Quartr
Q2-osavuosiraportti
109 päivää sitten‧46 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 Q3-osavuosiraportti | 20.11. 3 päivää |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Ylimääräinen yhtiökokous | 25.9. | |
| 2025 Q2-osavuosiraportti | 31.7. | |
| 2024 Yhtiökokous | 8.5. | |
| 2025 Q1-osavuosiraportti | 30.4. | |
| 2024 Q4-osavuosiraportti | 27.2. |
Datan lähde: Millistream, Quartr
6,50 NOK/osake
Viimeisin osinko
6,91 %Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·2 päivää sittenClip from FA – We still have a positive view on Subsea 7, which will likely be able to extract significant synergies through the merger with Saipem in the second quarter next year, says portfolio manager Erlend Brenne at NEF Kapitalforvaltning. – In connection with the merger, dividends will also be paid, which will send the company high up on the list of dividend stocks next year – and more may come, if Subsea 7 chooses to spin off or sell non-core business.
- ·11.11.Where is Gulltider when the share price of SUBSEA7 is positive and on its way up? Did you oversleep today?
- ·11.11.Clipping from Kapital Buy: Subsea 7 Closing price 22.10: 192.80 kroner Target price: 220 kroner Reason: In a somewhat more challenging market for oil service companies, we prefer the subsea segment over most other parts of the value chain. This is mainly due to this segment having a tighter supply-demand balance than, for example, the deepwater rig market, and higher entry barriers. We also like the good backlog coverage and the late-cyclical positioning. Today, only three companies – Technip FMC, Subsea 7 and Saipem – have the capacity to carry out large, global field developments. With the ongoing merger between the latter two, the new company – Saipem 7 – will gain an improved competitive situation. We also see that the merger will lead to both cost and revenue synergies in the long term. Given the late-cyclical exposure, we expect continued margin improvement for Subsea 7 in the coming years. The stock is currently trading at a two-year forward EV/ebitda of 4.2x, below its historical average and low compared to other comparable companies. Martin Huseby Karlsen Together with conservative consensus estimates, this creates room for positive surprises. The stock is currently trading at a two-year forward EV/ebitda of 4.2x, below its historical average and low compared to other comparable companies. In addition, Subsea 7's shareholders are expected to receive significant dividend payments, equivalent to approximately 20 percent of today's share price, in the period leading up to the planned merger with Saipem, which is expected to be completed during the second half of 2026.
- ·10.11.This one has been «slack» in recent months. Three major players and Technip FMC have risen over 50 % this year, the last two have been left «on the platform» and created very poor returns for us shareholders. I believe this one will go up, possibly we will see a bottom around kr. 180. Have worked for all three, Subsea 7, Saipem and Technip. Would have preferred that Subsea 7 had continued alone, but when one chooses to go together with Saipem, there will indeed be synergies to gain. Now it's just a matter of waiting for Q3, hopefully it can provide a boost.·11.11.As mentioned, I have worked with all three companies, albeit some years ago. Of these, there is no doubt from my perspective that Subsea 7 and Technip were better at project management and not least knowledge of the contracts that had been entered into, very important considering VOR (variation order). Therefore, the gap in stock price development regarding Technip is 'far too large'. Then one has two choices, either to 'short' Technip FMC or to hold onto one's Subsea 7 shares, I choose the latter. 😀·12.11.Yeah, I know it has changed name, but I am from Kongsberg and then I call it FMC
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
10
Myynti
Määrä
1 010
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 402 | - | - | ||
| 121 | - | - | ||
| 190 | - | - | ||
| 249 | - | - | ||
| 67 | - | - |
Ylin
192,3VWAP
Alin
185,4VaihtoMäärä
40,4 214 947
VWAP
Ylin
192,3Alin
185,4VaihtoMäärä
40,4 214 947
Välittäjätilasto
Dataa ei löytynyt