2026 Q2 - tulosraportti
78 päivää sitten
‧26 min
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 244 | - | - | ||
| 300 | - | - | ||
| 607 | - | - | ||
| 883 | - | - | ||
| 3 258 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 21.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 15.7. | ||
2026 Q1 - tulosraportti 15.4. | ||
2025 Q4 - tulosraportti 21.1. | ||
2025 Q3 - tulosraportti 22.10.2025 | ||
2025 Q2 - tulosraportti 16.7.2025 |
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
- ·24.9. · MuokattuVEF's three largest investments – Creditas, Konfío and Juspay – total USD 361.3m (approx. 85% of the portfolio) and form the core of the value. Creditas alone is valued at USD 220m, which is roughly on par with VEF's entire enterprise value. This illustrates the major skew in the pricing structure: the market practically prices Creditas at the whole of VEF, while Konfío, Juspay, Abhi, and other investments largely come "for free". The companies operate within financial inclusion and the digitization of financial services. Creditas and Konfío use technology and data to offer credit and financial tools to consumers and small businesses in Latin America, while Juspay builds payment infrastructure that makes digital payments more efficient and accessible. Together, this is exposure to a structural transition from traditional financial services to digital solutions in markets with continued high potential for financial inclusion. At the same time, operational performance has improved significantly. Creditas has more than halved its headcount over the past 2.5 years, while its loan book and revenues have approximately doubled. VEF highlights the increased use of AI as an important driver for better operational efficiency and productivity. Juspay simultaneously emerges as one of the most mature fintech companies in India. The company is profitable, capital-light and has evolved from payment orchestration into critical payment infrastructure for banks and major global corporations. Juspay processes over 300 million transactions daily and has an annual payment volume of over USD 1,000bn. In January 2026, the company was valued at USD 1.2bn in a new funding round. VEF then realized parts of its investment at a 16% premium to its 2025 NAV. In terms of balance sheet, VEF is significantly de-risked. Over USD 50m has been used for debt reduction over the past two years. The new credit facility of SEK 150m at STIBOR + 415 bps replaces SEK 300m in bond debt priced at STIBOR + 650 bps. This reduces both the debt burden and the financing cost. Over 90% of the portfolio, measured by NAV contribution, has also reached self-sustaining cash flow profiles, meaning companies that are no longer dependent on new equity to finance their operations. The case has thus become increasingly interesting: VEF combines a large NAV discount with a portfolio that is growing, becoming more self-funding and has already delivered documented realizations around or above NAV.
- ·19.8. · MuokattuSo Fidelity has reduced to 0.01% below the flagging threshold. That must mean they wish to be able to sell without notifying, i.e., so that it doesn't have any negative signal impact on the price when they eventually sell. I imagine they will wait for the price to rise in the future and then sell cautiously over time with minimal price impact. So if their selling is what has pressured the price recently, then the price should rebound to a level where they want to sell parts of the holding, and then the price might stagnate again there. Total speculation, as you understand.Fidelity may have lost confidence when the company designed a completely idiotic incentive program. It is time to replace the chairman.
- ·13.8.https://www.reuters.com/world/americas/uber-invests-latin-american-motorcycle-lender-galgo-finance-gig-workers-2026-08-12/ Strategic Analysis: The industrial and financial upside of Uber entering Creditas via VEF's holding Background Both Uber and Creditas are key players in the Latin American digital ecosystem. While Uber dominates the transportation and gig economy, Creditas is the region's leading platform for secured loans and vehicle financing. The investment company VEF has long been one of the largest and most long-term owners in Creditas. If Uber were to acquire a portion of VEF's shareholding in Creditas, a uniquely powerful bridge between capital, credit, and physical mobility would be created. 1. The Opportunity for Uber: Secured Vehicle Fleet and Lower Barriers for Drivers For Uber, the single largest bottleneck for growth in Latin America is not passenger demand, but the availability of drivers with suitable and financed vehicles. Direct Solution to Driver Shortage: Through a strategic ownership in Creditas, Uber can integrate Creditas' car financing and leasing system directly into the Uber Driver app. This enables hundreds of thousands of potential drivers in Brazil and Mexico to acquire a vehicle without unreasonable interest rate demands. Reduced Driver Churn: Drivers who finance their vehicles through an integrated platform have significantly higher loyalty. By offering favorable terms linked to driver performance, Uber becomes the most attractive platform to drive for. Secured Credit Risk via Platform Data: Uber possesses exact data on drivers' earnings, driving patterns, and ratings. By sharing this data with Creditas, credit risk can be dramatically reduced, which in turn lowers the financing cost for drivers. 2. The Opportunity for Creditas: Massive Distribution Channel and Data-Driven Lending For Creditas, a strategic partnership and co-ownership from Uber means enormous leverage for both lending volume and margins. Dramatically Reduced Customer Acquisition Cost (CAC): Instead of spending large marketing budgets to reach car owners in Brazil and Mexico, Creditas gains direct access to Uber's millions of drivers and couriers. Uber effectively becomes Creditas' most efficient distribution channel. Precision-Based Credit Risk (Underwriting): Traditional banks assess credit risk based on historical income. Through Uber, Creditas gains access to real-time data on a driver's earning capacity. Salary and income deductions can also occur directly from the driver's Uber payouts, minimizing credit losses. International Scaling in Mexico: Creditas has been working for several years to scale up its operations in Mexico. Uber's already established and dominant position in the Mexican market provides Creditas with a ready-made platform for growth outside Brazil. 3. Synergies and Ecosystem Effect (The Virtuous Circle) A transaction where Uber enters the ownership list in Creditas creates a strong positive feedback loop: [The Uber app generates ride requests & data] ↓ [Creditas grants secure vehicle financing] ↓ [The driver gets a vehicle and can start earning money] ↓ [Fleet grows → More Uber rides → Higher revenues for both companies] Conclusion: A Win-Win-Win Structured Deal For Uber: A strategic move that unlocks growth barriers in Latin America and provides financial exposure to the region's strongest fintech unicorn. For Creditas: A dream partner that brings an enormous customer base, unique real-time data, and increased credibility ahead of a future IPO. For VEF: An opportunity to realize parts of its investment at a strategic premium, while validating the value in its portfolio and maintaining exposure to the company's future growth.It's a shame that it doesn't result in better share price development. We can only hope it becomes reality. 🤞
- ·11.7.What do you think… valutamedvid, increased lending and volume perhaps generate a positive report?
- ·8.4. · MuokattuI have bought and bought this stock for 4-5 years now, you who are buying today. I wonder how many shares do you have today? I started buying when it was around 4 kr approximately and have constantly averaged down. So now I hold quite a lot in my opinion and an average acquisition cost of 2.18kr. And now I hope for a report that gives me some money back. Good luck to all of you who are here with me.You are not alone on that journey. Sitting for 4-5 years and averaging down along the way requires patience. What makes the case interesting now is that Creditas alone accounts for over half of NAV and in practice can be worth more than the entire current market value of VEF, based on the Series G valuation of USD 3.3 billion. Creditas is delivering its strongest operational development in several years. Then you practically get the rest of the portfolio into the bargain. The Q3 report will possibly be the catalyst that makes the market see the values. Good luck further – your patience deserves to be rewarded.
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
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 331 644 | 331 644 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 331 644 | 331 644 | 0 | 0 |
2026 Q2 - tulosraportti
78 päivää sitten
‧26 min
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
- ·24.9. · MuokattuVEF's three largest investments – Creditas, Konfío and Juspay – total USD 361.3m (approx. 85% of the portfolio) and form the core of the value. Creditas alone is valued at USD 220m, which is roughly on par with VEF's entire enterprise value. This illustrates the major skew in the pricing structure: the market practically prices Creditas at the whole of VEF, while Konfío, Juspay, Abhi, and other investments largely come "for free". The companies operate within financial inclusion and the digitization of financial services. Creditas and Konfío use technology and data to offer credit and financial tools to consumers and small businesses in Latin America, while Juspay builds payment infrastructure that makes digital payments more efficient and accessible. Together, this is exposure to a structural transition from traditional financial services to digital solutions in markets with continued high potential for financial inclusion. At the same time, operational performance has improved significantly. Creditas has more than halved its headcount over the past 2.5 years, while its loan book and revenues have approximately doubled. VEF highlights the increased use of AI as an important driver for better operational efficiency and productivity. Juspay simultaneously emerges as one of the most mature fintech companies in India. The company is profitable, capital-light and has evolved from payment orchestration into critical payment infrastructure for banks and major global corporations. Juspay processes over 300 million transactions daily and has an annual payment volume of over USD 1,000bn. In January 2026, the company was valued at USD 1.2bn in a new funding round. VEF then realized parts of its investment at a 16% premium to its 2025 NAV. In terms of balance sheet, VEF is significantly de-risked. Over USD 50m has been used for debt reduction over the past two years. The new credit facility of SEK 150m at STIBOR + 415 bps replaces SEK 300m in bond debt priced at STIBOR + 650 bps. This reduces both the debt burden and the financing cost. Over 90% of the portfolio, measured by NAV contribution, has also reached self-sustaining cash flow profiles, meaning companies that are no longer dependent on new equity to finance their operations. The case has thus become increasingly interesting: VEF combines a large NAV discount with a portfolio that is growing, becoming more self-funding and has already delivered documented realizations around or above NAV.
- ·19.8. · MuokattuSo Fidelity has reduced to 0.01% below the flagging threshold. That must mean they wish to be able to sell without notifying, i.e., so that it doesn't have any negative signal impact on the price when they eventually sell. I imagine they will wait for the price to rise in the future and then sell cautiously over time with minimal price impact. So if their selling is what has pressured the price recently, then the price should rebound to a level where they want to sell parts of the holding, and then the price might stagnate again there. Total speculation, as you understand.Fidelity may have lost confidence when the company designed a completely idiotic incentive program. It is time to replace the chairman.
- ·13.8.https://www.reuters.com/world/americas/uber-invests-latin-american-motorcycle-lender-galgo-finance-gig-workers-2026-08-12/ Strategic Analysis: The industrial and financial upside of Uber entering Creditas via VEF's holding Background Both Uber and Creditas are key players in the Latin American digital ecosystem. While Uber dominates the transportation and gig economy, Creditas is the region's leading platform for secured loans and vehicle financing. The investment company VEF has long been one of the largest and most long-term owners in Creditas. If Uber were to acquire a portion of VEF's shareholding in Creditas, a uniquely powerful bridge between capital, credit, and physical mobility would be created. 1. The Opportunity for Uber: Secured Vehicle Fleet and Lower Barriers for Drivers For Uber, the single largest bottleneck for growth in Latin America is not passenger demand, but the availability of drivers with suitable and financed vehicles. Direct Solution to Driver Shortage: Through a strategic ownership in Creditas, Uber can integrate Creditas' car financing and leasing system directly into the Uber Driver app. This enables hundreds of thousands of potential drivers in Brazil and Mexico to acquire a vehicle without unreasonable interest rate demands. Reduced Driver Churn: Drivers who finance their vehicles through an integrated platform have significantly higher loyalty. By offering favorable terms linked to driver performance, Uber becomes the most attractive platform to drive for. Secured Credit Risk via Platform Data: Uber possesses exact data on drivers' earnings, driving patterns, and ratings. By sharing this data with Creditas, credit risk can be dramatically reduced, which in turn lowers the financing cost for drivers. 2. The Opportunity for Creditas: Massive Distribution Channel and Data-Driven Lending For Creditas, a strategic partnership and co-ownership from Uber means enormous leverage for both lending volume and margins. Dramatically Reduced Customer Acquisition Cost (CAC): Instead of spending large marketing budgets to reach car owners in Brazil and Mexico, Creditas gains direct access to Uber's millions of drivers and couriers. Uber effectively becomes Creditas' most efficient distribution channel. Precision-Based Credit Risk (Underwriting): Traditional banks assess credit risk based on historical income. Through Uber, Creditas gains access to real-time data on a driver's earning capacity. Salary and income deductions can also occur directly from the driver's Uber payouts, minimizing credit losses. International Scaling in Mexico: Creditas has been working for several years to scale up its operations in Mexico. Uber's already established and dominant position in the Mexican market provides Creditas with a ready-made platform for growth outside Brazil. 3. Synergies and Ecosystem Effect (The Virtuous Circle) A transaction where Uber enters the ownership list in Creditas creates a strong positive feedback loop: [The Uber app generates ride requests & data] ↓ [Creditas grants secure vehicle financing] ↓ [The driver gets a vehicle and can start earning money] ↓ [Fleet grows → More Uber rides → Higher revenues for both companies] Conclusion: A Win-Win-Win Structured Deal For Uber: A strategic move that unlocks growth barriers in Latin America and provides financial exposure to the region's strongest fintech unicorn. For Creditas: A dream partner that brings an enormous customer base, unique real-time data, and increased credibility ahead of a future IPO. For VEF: An opportunity to realize parts of its investment at a strategic premium, while validating the value in its portfolio and maintaining exposure to the company's future growth.It's a shame that it doesn't result in better share price development. We can only hope it becomes reality. 🤞
- ·11.7.What do you think… valutamedvid, increased lending and volume perhaps generate a positive report?
- ·8.4. · MuokattuI have bought and bought this stock for 4-5 years now, you who are buying today. I wonder how many shares do you have today? I started buying when it was around 4 kr approximately and have constantly averaged down. So now I hold quite a lot in my opinion and an average acquisition cost of 2.18kr. And now I hope for a report that gives me some money back. Good luck to all of you who are here with me.You are not alone on that journey. Sitting for 4-5 years and averaging down along the way requires patience. What makes the case interesting now is that Creditas alone accounts for over half of NAV and in practice can be worth more than the entire current market value of VEF, based on the Series G valuation of USD 3.3 billion. Creditas is delivering its strongest operational development in several years. Then you practically get the rest of the portfolio into the bargain. The Q3 report will possibly be the catalyst that makes the market see the values. Good luck further – your patience deserves to be rewarded.
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 |
|---|---|---|---|---|
| 1 244 | - | - | ||
| 300 | - | - | ||
| 607 | - | - | ||
| 883 | - | - | ||
| 3 258 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 21.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 15.7. | ||
2026 Q1 - tulosraportti 15.4. | ||
2025 Q4 - tulosraportti 21.1. | ||
2025 Q3 - tulosraportti 22.10.2025 | ||
2025 Q2 - tulosraportti 16.7.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 331 644 | 331 644 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 331 644 | 331 644 | 0 | 0 |
2026 Q2 - tulosraportti
78 päivää sitten
‧26 min
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 Q3 - tulosraportti 21.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 15.7. | ||
2026 Q1 - tulosraportti 15.4. | ||
2025 Q4 - tulosraportti 21.1. | ||
2025 Q3 - tulosraportti 22.10.2025 | ||
2025 Q2 - tulosraportti 16.7.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·24.9. · MuokattuVEF's three largest investments – Creditas, Konfío and Juspay – total USD 361.3m (approx. 85% of the portfolio) and form the core of the value. Creditas alone is valued at USD 220m, which is roughly on par with VEF's entire enterprise value. This illustrates the major skew in the pricing structure: the market practically prices Creditas at the whole of VEF, while Konfío, Juspay, Abhi, and other investments largely come "for free". The companies operate within financial inclusion and the digitization of financial services. Creditas and Konfío use technology and data to offer credit and financial tools to consumers and small businesses in Latin America, while Juspay builds payment infrastructure that makes digital payments more efficient and accessible. Together, this is exposure to a structural transition from traditional financial services to digital solutions in markets with continued high potential for financial inclusion. At the same time, operational performance has improved significantly. Creditas has more than halved its headcount over the past 2.5 years, while its loan book and revenues have approximately doubled. VEF highlights the increased use of AI as an important driver for better operational efficiency and productivity. Juspay simultaneously emerges as one of the most mature fintech companies in India. The company is profitable, capital-light and has evolved from payment orchestration into critical payment infrastructure for banks and major global corporations. Juspay processes over 300 million transactions daily and has an annual payment volume of over USD 1,000bn. In January 2026, the company was valued at USD 1.2bn in a new funding round. VEF then realized parts of its investment at a 16% premium to its 2025 NAV. In terms of balance sheet, VEF is significantly de-risked. Over USD 50m has been used for debt reduction over the past two years. The new credit facility of SEK 150m at STIBOR + 415 bps replaces SEK 300m in bond debt priced at STIBOR + 650 bps. This reduces both the debt burden and the financing cost. Over 90% of the portfolio, measured by NAV contribution, has also reached self-sustaining cash flow profiles, meaning companies that are no longer dependent on new equity to finance their operations. The case has thus become increasingly interesting: VEF combines a large NAV discount with a portfolio that is growing, becoming more self-funding and has already delivered documented realizations around or above NAV.
- ·19.8. · MuokattuSo Fidelity has reduced to 0.01% below the flagging threshold. That must mean they wish to be able to sell without notifying, i.e., so that it doesn't have any negative signal impact on the price when they eventually sell. I imagine they will wait for the price to rise in the future and then sell cautiously over time with minimal price impact. So if their selling is what has pressured the price recently, then the price should rebound to a level where they want to sell parts of the holding, and then the price might stagnate again there. Total speculation, as you understand.Fidelity may have lost confidence when the company designed a completely idiotic incentive program. It is time to replace the chairman.
- ·13.8.https://www.reuters.com/world/americas/uber-invests-latin-american-motorcycle-lender-galgo-finance-gig-workers-2026-08-12/ Strategic Analysis: The industrial and financial upside of Uber entering Creditas via VEF's holding Background Both Uber and Creditas are key players in the Latin American digital ecosystem. While Uber dominates the transportation and gig economy, Creditas is the region's leading platform for secured loans and vehicle financing. The investment company VEF has long been one of the largest and most long-term owners in Creditas. If Uber were to acquire a portion of VEF's shareholding in Creditas, a uniquely powerful bridge between capital, credit, and physical mobility would be created. 1. The Opportunity for Uber: Secured Vehicle Fleet and Lower Barriers for Drivers For Uber, the single largest bottleneck for growth in Latin America is not passenger demand, but the availability of drivers with suitable and financed vehicles. Direct Solution to Driver Shortage: Through a strategic ownership in Creditas, Uber can integrate Creditas' car financing and leasing system directly into the Uber Driver app. This enables hundreds of thousands of potential drivers in Brazil and Mexico to acquire a vehicle without unreasonable interest rate demands. Reduced Driver Churn: Drivers who finance their vehicles through an integrated platform have significantly higher loyalty. By offering favorable terms linked to driver performance, Uber becomes the most attractive platform to drive for. Secured Credit Risk via Platform Data: Uber possesses exact data on drivers' earnings, driving patterns, and ratings. By sharing this data with Creditas, credit risk can be dramatically reduced, which in turn lowers the financing cost for drivers. 2. The Opportunity for Creditas: Massive Distribution Channel and Data-Driven Lending For Creditas, a strategic partnership and co-ownership from Uber means enormous leverage for both lending volume and margins. Dramatically Reduced Customer Acquisition Cost (CAC): Instead of spending large marketing budgets to reach car owners in Brazil and Mexico, Creditas gains direct access to Uber's millions of drivers and couriers. Uber effectively becomes Creditas' most efficient distribution channel. Precision-Based Credit Risk (Underwriting): Traditional banks assess credit risk based on historical income. Through Uber, Creditas gains access to real-time data on a driver's earning capacity. Salary and income deductions can also occur directly from the driver's Uber payouts, minimizing credit losses. International Scaling in Mexico: Creditas has been working for several years to scale up its operations in Mexico. Uber's already established and dominant position in the Mexican market provides Creditas with a ready-made platform for growth outside Brazil. 3. Synergies and Ecosystem Effect (The Virtuous Circle) A transaction where Uber enters the ownership list in Creditas creates a strong positive feedback loop: [The Uber app generates ride requests & data] ↓ [Creditas grants secure vehicle financing] ↓ [The driver gets a vehicle and can start earning money] ↓ [Fleet grows → More Uber rides → Higher revenues for both companies] Conclusion: A Win-Win-Win Structured Deal For Uber: A strategic move that unlocks growth barriers in Latin America and provides financial exposure to the region's strongest fintech unicorn. For Creditas: A dream partner that brings an enormous customer base, unique real-time data, and increased credibility ahead of a future IPO. For VEF: An opportunity to realize parts of its investment at a strategic premium, while validating the value in its portfolio and maintaining exposure to the company's future growth.It's a shame that it doesn't result in better share price development. We can only hope it becomes reality. 🤞
- ·11.7.What do you think… valutamedvid, increased lending and volume perhaps generate a positive report?
- ·8.4. · MuokattuI have bought and bought this stock for 4-5 years now, you who are buying today. I wonder how many shares do you have today? I started buying when it was around 4 kr approximately and have constantly averaged down. So now I hold quite a lot in my opinion and an average acquisition cost of 2.18kr. And now I hope for a report that gives me some money back. Good luck to all of you who are here with me.You are not alone on that journey. Sitting for 4-5 years and averaging down along the way requires patience. What makes the case interesting now is that Creditas alone accounts for over half of NAV and in practice can be worth more than the entire current market value of VEF, based on the Series G valuation of USD 3.3 billion. Creditas is delivering its strongest operational development in several years. Then you practically get the rest of the portfolio into the bargain. The Q3 report will possibly be the catalyst that makes the market see the values. Good luck further – your patience deserves to be rewarded.
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 |
|---|---|---|---|---|
| 1 244 | - | - | ||
| 300 | - | - | ||
| 607 | - | - | ||
| 883 | - | - | ||
| 3 258 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 331 644 | 331 644 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Anonyymi | 331 644 | 331 644 | 0 | 0 |






