2026 Q1 -tulosraportti
12 päivää sitten
‧19 min
4,50 DKK/osake
Viimeisin osinko
6,16%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 60 | - | - | ||
| 14 | - | - | ||
| 250 | - | - | ||
| 2 | - | - | ||
| 167 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 20.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 21.5. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 25.11.2025 | ||
2025 Q2 -tulosraportti 20.8.2025 | ||
2025 Q1 -tulosraportti 21.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·21.5.So there are signs of a turnaround. Fundamentally, with a factored-in risk premium, it should trade at around 100 in my opinion.
·21.5.I don't think it's a crazy valuation, and I also believe analysts will give it a nudge up around that figure in the coming days. Whether that finally initiates a trend reversal is hard to predict, but the way the market absorbed the otherwise quite high dividend might indicate that there is an interest that creates some floor.·25.5.Completely valid considerations. With a little scalping and dividends, I myself am finally at break-even on it, but I'm also too stubborn to sell the rest at these multiples and I think the chart is starting to look like something. But it has undoubtedly been a boring stock to own.- ·26.2.As expected from tcm.
- ·23.12.2025Are we not getting to a point where one must consider the valuation as attractive in the long term? Good momentum in the economy and housing market, but the kitchen investments seem to be delayed, will they come with a slight delay? Trades at a PE of: 2025: 12.0 2026: 8.50 2027: 6.50 The average (in a volatile market) over the last 5 years has been a PE of around 14.0. If we say it should trade at a PE of around 12.0, one could expect from today's date around 80% in capital gain over the next 2 years. Are the analysts' estimates too optimistic? Sales growth of 10% annually for the next two years, as well as margins that are rising steadily, but still 4 percentage points from the pre-corona level in the earnings margin. Am I overlooking something or is it just a matter of putting it under the pillow and waiting for the valuation to become too attractive for the market (and larger players) to ignore it?·1.1.Weakness Novo unfortunately affects Danish economy and consumer sentiment, but tcm will return to normal historical margin so probably ok long term, but what is the trigger here? Finds more value in swe construction sector and pent up demand DIY consumer - read bmax .·6.1.I am aware of that, but IKEA and Joinery Solutions are trending significantly more than 5 years ago, due to the general trend within DIY and renovation which has been seen since the corona period and is increasingly continuing. Completely agree, it is a very well-run business, and I don't think their customer segment is the type I mention above, but it is of course still a factor one must consider, regardless that it is a very well-run business. As I write, I do find the valuation here quite attractive.
0
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.
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.
2026 Q1 -tulosraportti
12 päivää sitten
‧19 min
4,50 DKK/osake
Viimeisin osinko
6,16%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
Kirjaudu
- ·21.5.So there are signs of a turnaround. Fundamentally, with a factored-in risk premium, it should trade at around 100 in my opinion.·21.5.I don't think it's a crazy valuation, and I also believe analysts will give it a nudge up around that figure in the coming days. Whether that finally initiates a trend reversal is hard to predict, but the way the market absorbed the otherwise quite high dividend might indicate that there is an interest that creates some floor.·25.5.Completely valid considerations. With a little scalping and dividends, I myself am finally at break-even on it, but I'm also too stubborn to sell the rest at these multiples and I think the chart is starting to look like something. But it has undoubtedly been a boring stock to own.
- ·26.2.As expected from tcm.
- ·23.12.2025Are we not getting to a point where one must consider the valuation as attractive in the long term? Good momentum in the economy and housing market, but the kitchen investments seem to be delayed, will they come with a slight delay? Trades at a PE of: 2025: 12.0 2026: 8.50 2027: 6.50 The average (in a volatile market) over the last 5 years has been a PE of around 14.0. If we say it should trade at a PE of around 12.0, one could expect from today's date around 80% in capital gain over the next 2 years. Are the analysts' estimates too optimistic? Sales growth of 10% annually for the next two years, as well as margins that are rising steadily, but still 4 percentage points from the pre-corona level in the earnings margin. Am I overlooking something or is it just a matter of putting it under the pillow and waiting for the valuation to become too attractive for the market (and larger players) to ignore it?·1.1.Weakness Novo unfortunately affects Danish economy and consumer sentiment, but tcm will return to normal historical margin so probably ok long term, but what is the trigger here? Finds more value in swe construction sector and pent up demand DIY consumer - read bmax .·6.1.I am aware of that, but IKEA and Joinery Solutions are trending significantly more than 5 years ago, due to the general trend within DIY and renovation which has been seen since the corona period and is increasingly continuing. Completely agree, it is a very well-run business, and I don't think their customer segment is the type I mention above, but it is of course still a factor one must consider, regardless that it is a very well-run business. As I write, I do find the valuation here quite attractive.
0
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 | Ostaja | Myyjä |
|---|---|---|---|---|
| 60 | - | - | ||
| 14 | - | - | ||
| 250 | - | - | ||
| 2 | - | - | ||
| 167 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 20.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 21.5. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 25.11.2025 | ||
2025 Q2 -tulosraportti 20.8.2025 | ||
2025 Q1 -tulosraportti 21.5.2025 |
2026 Q1 -tulosraportti
12 päivää sitten
‧19 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 Q2 -tulosraportti 20.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 21.5. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 25.11.2025 | ||
2025 Q2 -tulosraportti 20.8.2025 | ||
2025 Q1 -tulosraportti 21.5.2025 |
4,50 DKK/osake
Viimeisin osinko
6,16%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·21.5.So there are signs of a turnaround. Fundamentally, with a factored-in risk premium, it should trade at around 100 in my opinion.·21.5.I don't think it's a crazy valuation, and I also believe analysts will give it a nudge up around that figure in the coming days. Whether that finally initiates a trend reversal is hard to predict, but the way the market absorbed the otherwise quite high dividend might indicate that there is an interest that creates some floor.·25.5.Completely valid considerations. With a little scalping and dividends, I myself am finally at break-even on it, but I'm also too stubborn to sell the rest at these multiples and I think the chart is starting to look like something. But it has undoubtedly been a boring stock to own.
- ·26.2.As expected from tcm.
- ·23.12.2025Are we not getting to a point where one must consider the valuation as attractive in the long term? Good momentum in the economy and housing market, but the kitchen investments seem to be delayed, will they come with a slight delay? Trades at a PE of: 2025: 12.0 2026: 8.50 2027: 6.50 The average (in a volatile market) over the last 5 years has been a PE of around 14.0. If we say it should trade at a PE of around 12.0, one could expect from today's date around 80% in capital gain over the next 2 years. Are the analysts' estimates too optimistic? Sales growth of 10% annually for the next two years, as well as margins that are rising steadily, but still 4 percentage points from the pre-corona level in the earnings margin. Am I overlooking something or is it just a matter of putting it under the pillow and waiting for the valuation to become too attractive for the market (and larger players) to ignore it?·1.1.Weakness Novo unfortunately affects Danish economy and consumer sentiment, but tcm will return to normal historical margin so probably ok long term, but what is the trigger here? Finds more value in swe construction sector and pent up demand DIY consumer - read bmax .·6.1.I am aware of that, but IKEA and Joinery Solutions are trending significantly more than 5 years ago, due to the general trend within DIY and renovation which has been seen since the corona period and is increasingly continuing. Completely agree, it is a very well-run business, and I don't think their customer segment is the type I mention above, but it is of course still a factor one must consider, regardless that it is a very well-run business. As I write, I do find the valuation here quite attractive.
0
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 | Ostaja | Myyjä |
|---|---|---|---|---|
| 60 | - | - | ||
| 14 | - | - | ||
| 250 | - | - | ||
| 2 | - | - | ||
| 167 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt