2025 Q4 -tulosraportti
35 päivää sitten
‧33 min
0,75 SEK/osake
Viimeisin osinko
2,20%Tuotto/v
Tarjoustasot
Nasdaq Stockholm
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 2 403 | - | - | ||
| 244 | - | - | ||
| 258 | - | - | ||
| 128 | - | - | ||
| 500 | - | - |
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 26 401 | 26 401 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 26 401 | 26 401 | 0 | 0 |
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 23.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 4.2. | ||
2025 Q3 -tulosraportti 29.10.2025 | ||
2025 Q2 -tulosraportti 18.7.2025 | ||
2025 Q1 -tulosraportti 29.4.2025 | ||
2024 Q4 -tulosraportti 11.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·6.3.Friday Fight: FM Mattsson vs Svedbergs Group – Who wins the bathroom war? 🥊 Read the full analysis and see who we name as the winner for 2026 here: https://sparainvestera.substack.com/p/fredagsfighten-fm-mattsson-vs-svedbergs The construction sector has had a tough time, but ahead of 2026, the market is sensing a new dawn. We have pitted two of the stock market's heaviest players in the home sector against each other. FM Mattsson ($FMM B) with its rock-solid balance sheet and production in Mora is pitted against Svedbergs ($SVED B), which has transformed into a European acquisition machine. We delve into: • The business models and their industrial moats. • Why Svedbergs' organic growth of 10 % in Q4 stands out. • The valuation gap – why is one traded at a significant discount?1 ääni 1 päivä 21 tuntia jäljelläLiity Sharevilleen osallistuaksesi kyselyyn
·26.2.Svedbergs is a small company that earns as much as Nvidia does in 20 min
·4.2. · MuokattuAffärsvärlden suggests upcoming further company acquisitions in Svedbergs. The balance sheet can still cope with such things. Does anyone know which targets might be in question? Poggenpohl? Too big a bite?
·13.1.Sold everything except a small monitoring position of 1% of the portfolio as the price has gone very strong since Q3, already is above MMV 69 SEK for 2027 and thus the price potential is negative going forward. There is a risk that a large nice acquisition will be announced before the earnings report 4/2 but then I will have to update the forecast due to new conditions. If EPS increases by 1 SEK due to an acquisition, it increases MMV by 14 - 16 SEK so the price potential N4Q is still quite low as I see it.
·5.2.Good question Sune. It was another good report, I agree. You get my perspective on the question...I bought a questioned company at 10 times earnings. They solved their balance sheet problems and it turned out they were good at acquiring other companies. The market liked it and gave Svedbergs a valuation of 18 times earnings instead. Being part of such a journey gave me more than 100% return. When you buy today, the market still needs to think the company is worth 18x earnings. If they make some missteps and go back to 10x....that journey is not fun. Risk-reward simply doesn't look as good now. But I believe Svedbergs is a quality company that will continue to develop well and it's probably perfectly fine to stay invested (I haven't sold everything) But I want a better MOS when I buy something
·5.2.I agree with what you're writing. To avoid a potential downward journey, one can use different types of stops, such as trailing, ATR, or 100d low, for example. If you use too tight a stop, there's a risk of being stopped out in a temporary pullback and not a real trend reversal. I personally use 5*ATR, volatility-based, on most of my holdings.
·5.1.Isn't this ATH on Svedbergs?·5.1.Indeed, that's correct. Impressive to be able to deliver in such a weak construction market. Successful international acquisitions. Paved the way for good development if the construction market picks up.
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
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.
2025 Q4 -tulosraportti
35 päivää sitten
‧33 min
0,75 SEK/osake
Viimeisin osinko
2,20%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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·6.3.Friday Fight: FM Mattsson vs Svedbergs Group – Who wins the bathroom war? 🥊 Read the full analysis and see who we name as the winner for 2026 here: https://sparainvestera.substack.com/p/fredagsfighten-fm-mattsson-vs-svedbergs The construction sector has had a tough time, but ahead of 2026, the market is sensing a new dawn. We have pitted two of the stock market's heaviest players in the home sector against each other. FM Mattsson ($FMM B) with its rock-solid balance sheet and production in Mora is pitted against Svedbergs ($SVED B), which has transformed into a European acquisition machine. We delve into: • The business models and their industrial moats. • Why Svedbergs' organic growth of 10 % in Q4 stands out. • The valuation gap – why is one traded at a significant discount?1 ääni 1 päivä 21 tuntia jäljelläLiity Sharevilleen osallistuaksesi kyselyyn
- ·26.2.Svedbergs is a small company that earns as much as Nvidia does in 20 min
- ·4.2. · MuokattuAffärsvärlden suggests upcoming further company acquisitions in Svedbergs. The balance sheet can still cope with such things. Does anyone know which targets might be in question? Poggenpohl? Too big a bite?
- ·13.1.Sold everything except a small monitoring position of 1% of the portfolio as the price has gone very strong since Q3, already is above MMV 69 SEK for 2027 and thus the price potential is negative going forward. There is a risk that a large nice acquisition will be announced before the earnings report 4/2 but then I will have to update the forecast due to new conditions. If EPS increases by 1 SEK due to an acquisition, it increases MMV by 14 - 16 SEK so the price potential N4Q is still quite low as I see it.·5.2.Good question Sune. It was another good report, I agree. You get my perspective on the question...I bought a questioned company at 10 times earnings. They solved their balance sheet problems and it turned out they were good at acquiring other companies. The market liked it and gave Svedbergs a valuation of 18 times earnings instead. Being part of such a journey gave me more than 100% return. When you buy today, the market still needs to think the company is worth 18x earnings. If they make some missteps and go back to 10x....that journey is not fun. Risk-reward simply doesn't look as good now. But I believe Svedbergs is a quality company that will continue to develop well and it's probably perfectly fine to stay invested (I haven't sold everything) But I want a better MOS when I buy something·5.2.I agree with what you're writing. To avoid a potential downward journey, one can use different types of stops, such as trailing, ATR, or 100d low, for example. If you use too tight a stop, there's a risk of being stopped out in a temporary pullback and not a real trend reversal. I personally use 5*ATR, volatility-based, on most of my holdings.
- ·5.1.Isn't this ATH on Svedbergs?·5.1.Indeed, that's correct. Impressive to be able to deliver in such a weak construction market. Successful international acquisitions. Paved the way for good development if the construction market picks up.
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
Nasdaq Stockholm
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 2 403 | - | - | ||
| 244 | - | - | ||
| 258 | - | - | ||
| 128 | - | - | ||
| 500 | - | - |
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 26 401 | 26 401 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 26 401 | 26 401 | 0 | 0 |
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 23.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 4.2. | ||
2025 Q3 -tulosraportti 29.10.2025 | ||
2025 Q2 -tulosraportti 18.7.2025 | ||
2025 Q1 -tulosraportti 29.4.2025 | ||
2024 Q4 -tulosraportti 11.2.2025 |
2025 Q4 -tulosraportti
35 päivää sitten
‧33 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 Q1 -tulosraportti 23.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 4.2. | ||
2025 Q3 -tulosraportti 29.10.2025 | ||
2025 Q2 -tulosraportti 18.7.2025 | ||
2025 Q1 -tulosraportti 29.4.2025 | ||
2024 Q4 -tulosraportti 11.2.2025 |
0,75 SEK/osake
Viimeisin osinko
2,20%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·6.3.Friday Fight: FM Mattsson vs Svedbergs Group – Who wins the bathroom war? 🥊 Read the full analysis and see who we name as the winner for 2026 here: https://sparainvestera.substack.com/p/fredagsfighten-fm-mattsson-vs-svedbergs The construction sector has had a tough time, but ahead of 2026, the market is sensing a new dawn. We have pitted two of the stock market's heaviest players in the home sector against each other. FM Mattsson ($FMM B) with its rock-solid balance sheet and production in Mora is pitted against Svedbergs ($SVED B), which has transformed into a European acquisition machine. We delve into: • The business models and their industrial moats. • Why Svedbergs' organic growth of 10 % in Q4 stands out. • The valuation gap – why is one traded at a significant discount?1 ääni 1 päivä 21 tuntia jäljelläLiity Sharevilleen osallistuaksesi kyselyyn
- ·26.2.Svedbergs is a small company that earns as much as Nvidia does in 20 min
- ·4.2. · MuokattuAffärsvärlden suggests upcoming further company acquisitions in Svedbergs. The balance sheet can still cope with such things. Does anyone know which targets might be in question? Poggenpohl? Too big a bite?
- ·13.1.Sold everything except a small monitoring position of 1% of the portfolio as the price has gone very strong since Q3, already is above MMV 69 SEK for 2027 and thus the price potential is negative going forward. There is a risk that a large nice acquisition will be announced before the earnings report 4/2 but then I will have to update the forecast due to new conditions. If EPS increases by 1 SEK due to an acquisition, it increases MMV by 14 - 16 SEK so the price potential N4Q is still quite low as I see it.·5.2.Good question Sune. It was another good report, I agree. You get my perspective on the question...I bought a questioned company at 10 times earnings. They solved their balance sheet problems and it turned out they were good at acquiring other companies. The market liked it and gave Svedbergs a valuation of 18 times earnings instead. Being part of such a journey gave me more than 100% return. When you buy today, the market still needs to think the company is worth 18x earnings. If they make some missteps and go back to 10x....that journey is not fun. Risk-reward simply doesn't look as good now. But I believe Svedbergs is a quality company that will continue to develop well and it's probably perfectly fine to stay invested (I haven't sold everything) But I want a better MOS when I buy something·5.2.I agree with what you're writing. To avoid a potential downward journey, one can use different types of stops, such as trailing, ATR, or 100d low, for example. If you use too tight a stop, there's a risk of being stopped out in a temporary pullback and not a real trend reversal. I personally use 5*ATR, volatility-based, on most of my holdings.
- ·5.1.Isn't this ATH on Svedbergs?·5.1.Indeed, that's correct. Impressive to be able to deliver in such a weak construction market. Successful international acquisitions. Paved the way for good development if the construction market picks up.
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
Nasdaq Stockholm
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 2 403 | - | - | ||
| 244 | - | - | ||
| 258 | - | - | ||
| 128 | - | - | ||
| 500 | - | - |
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 26 401 | 26 401 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 26 401 | 26 401 | 0 | 0 |