2026 Q2 - tulosraportti
72 päivää sitten
‧1 t 2 min
0,12 USD/osake
Viimeisin osinko
2,63%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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
NimiOsuus
DWS Invest CROCI US USD LC
2,50%Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 5.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 6.8. | ||
2026 Q1 - tulosraportti 7.5. | ||
2025 Q4 - tulosraportti 26.2. | ||
2025 Q3 - tulosraportti 6.11.2025 | ||
2025 Q2 - tulosraportti 7.8.2025 |
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
·4.8. · MuokattuCame across this article from Seeking Alpha: https://seekingalpha.com/article/4928933-low-growth-viatris-is-due-for-a-pullback-after-a-stellar-16-month-run I do not own the stock. But perhaps a good article for those who are invested in the stock.- ·30.7. · Muokattuyaya You asked me about VTRS on the TEVA thread. I looked at VTRS some time ago, and did a SWOT and Porter. TEVA vs. VTRS (SWOT + Porter) An overall strategic assessment shows that TEVA is stronger than VTRS on most key parameters. I looked at VTRS a good 1 year ago, as far as I remember.- But decided to stay in TEVA, and not also buy VTRS.- Nor sell any TEVA and buy VTRS. SWOT: TEVA: Strong specialty medicine (Austedo, UZEDY, AJOVY), margin improvement and global scale. Weaknesses: high debt and price pressure in generics. VTRS: Large cash flow and broad portfolio, but significant Loss of Exclusivity pressure on older, patent-expired products that came from the Upjohn/Mylan merger. Low growth and high debt. Biosimilars are a bright spot, but not enough for structural growth. Porter’s Five Forces: TEVA benefits from scale, lower buyer power (specialty medicine), lower supplier power (API integration) and lower substitution risk. VTRS is more exposed to price-pressured generics and high buyer power, because large insurance companies and purchasing organizations can easily push prices down, as the products are often interchangeable. Conclusion: TEVA appears as a turnaround growth case with increasing margins and a stronger competitive position. VTRS is a cash flow case with low growth and structural erosion. Two different profiles – TEVA with strategic momentum, VTRS with stability but limited upside. From a TA perspective, I have made a ratio-chart. TEVA:VTRS The ratio-chart TEVA:VTRS shows that TEVA has outperformed VTRS at least since the rising bottom Sept. 2019. In the very short term, VTRS has since TEVA's top . 3/2-26 and correction outperformed TEVA, but it will probably turn again.- The moving averages MA50 and MA200 at least point in the direction that TEVA will continue to outperform VTRS in the long term. Here is the ratio-chart on a weekly basis: https://schrts.co/AZmKGNzV
Many thanks for your view on the stock UG. I don't quite understand why you're not looking at precisely the transformation they are undergoing, which if successful will free them from their generic medicine.. They have super many exciting products which will probably be rolled out from now and over the next few years. At the same time, like Teva, they have reduced debt, are now buying back many shares and pay a good dividend. 
·5.5.The debt reduction seems to have tapered off. It has even increased in the last year. It doesn't seem to be as prioritized anymore, and then the dividend might get stuck at this level. Then it will be bad DA.
·26.2.Has anyone dug deep into the financial report? I had perhaps hoped for a slightly faster debt reduction. But otherwise, it looks quite reasonable, right?As I understand it, they are very close to their debt reduction target, and are focusing on passing capital on to shareholders, with buybacks and dividends corresponding to 50% of the profit. It seems there is a larger item in the accounts which affects this in 2026, I think it was around 600 mill. I bought a few more today, as in my eyes it still looks cheap.
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
Dataa ei löytynyt
2026 Q2 - tulosraportti
72 päivää sitten
‧1 t 2 min
0,12 USD/osake
Viimeisin osinko
2,63%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
- ·4.8. · MuokattuCame across this article from Seeking Alpha: https://seekingalpha.com/article/4928933-low-growth-viatris-is-due-for-a-pullback-after-a-stellar-16-month-run I do not own the stock. But perhaps a good article for those who are invested in the stock.
- ·30.7. · Muokattuyaya You asked me about VTRS on the TEVA thread. I looked at VTRS some time ago, and did a SWOT and Porter. TEVA vs. VTRS (SWOT + Porter) An overall strategic assessment shows that TEVA is stronger than VTRS on most key parameters. I looked at VTRS a good 1 year ago, as far as I remember.- But decided to stay in TEVA, and not also buy VTRS.- Nor sell any TEVA and buy VTRS. SWOT: TEVA: Strong specialty medicine (Austedo, UZEDY, AJOVY), margin improvement and global scale. Weaknesses: high debt and price pressure in generics. VTRS: Large cash flow and broad portfolio, but significant Loss of Exclusivity pressure on older, patent-expired products that came from the Upjohn/Mylan merger. Low growth and high debt. Biosimilars are a bright spot, but not enough for structural growth. Porter’s Five Forces: TEVA benefits from scale, lower buyer power (specialty medicine), lower supplier power (API integration) and lower substitution risk. VTRS is more exposed to price-pressured generics and high buyer power, because large insurance companies and purchasing organizations can easily push prices down, as the products are often interchangeable. Conclusion: TEVA appears as a turnaround growth case with increasing margins and a stronger competitive position. VTRS is a cash flow case with low growth and structural erosion. Two different profiles – TEVA with strategic momentum, VTRS with stability but limited upside. From a TA perspective, I have made a ratio-chart. TEVA:VTRS The ratio-chart TEVA:VTRS shows that TEVA has outperformed VTRS at least since the rising bottom Sept. 2019. In the very short term, VTRS has since TEVA's top . 3/2-26 and correction outperformed TEVA, but it will probably turn again.- The moving averages MA50 and MA200 at least point in the direction that TEVA will continue to outperform VTRS in the long term. Here is the ratio-chart on a weekly basis: https://schrts.co/AZmKGNzVMany thanks for your view on the stock UG. I don't quite understand why you're not looking at precisely the transformation they are undergoing, which if successful will free them from their generic medicine.. They have super many exciting products which will probably be rolled out from now and over the next few years. At the same time, like Teva, they have reduced debt, are now buying back many shares and pay a good dividend.
- ·5.5.The debt reduction seems to have tapered off. It has even increased in the last year. It doesn't seem to be as prioritized anymore, and then the dividend might get stuck at this level. Then it will be bad DA.
- ·26.2.Has anyone dug deep into the financial report? I had perhaps hoped for a slightly faster debt reduction. But otherwise, it looks quite reasonable, right?As I understand it, they are very close to their debt reduction target, and are focusing on passing capital on to shareholders, with buybacks and dividends corresponding to 50% of the profit. It seems there is a larger item in the accounts which affects this in 2026, I think it was around 600 mill. I bought a few more today, as in my eyes it still looks cheap.
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 |
|---|---|---|---|---|
| - | - | - | - |
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
NimiOsuus
DWS Invest CROCI US USD LC
2,50%Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 5.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 6.8. | ||
2026 Q1 - tulosraportti 7.5. | ||
2025 Q4 - tulosraportti 26.2. | ||
2025 Q3 - tulosraportti 6.11.2025 | ||
2025 Q2 - tulosraportti 7.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
72 päivää sitten
‧1 t 2 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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 5.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 6.8. | ||
2026 Q1 - tulosraportti 7.5. | ||
2025 Q4 - tulosraportti 26.2. | ||
2025 Q3 - tulosraportti 6.11.2025 | ||
2025 Q2 - tulosraportti 7.8.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
0,12 USD/osake
Viimeisin osinko
2,63%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·4.8. · MuokattuCame across this article from Seeking Alpha: https://seekingalpha.com/article/4928933-low-growth-viatris-is-due-for-a-pullback-after-a-stellar-16-month-run I do not own the stock. But perhaps a good article for those who are invested in the stock.
- ·30.7. · Muokattuyaya You asked me about VTRS on the TEVA thread. I looked at VTRS some time ago, and did a SWOT and Porter. TEVA vs. VTRS (SWOT + Porter) An overall strategic assessment shows that TEVA is stronger than VTRS on most key parameters. I looked at VTRS a good 1 year ago, as far as I remember.- But decided to stay in TEVA, and not also buy VTRS.- Nor sell any TEVA and buy VTRS. SWOT: TEVA: Strong specialty medicine (Austedo, UZEDY, AJOVY), margin improvement and global scale. Weaknesses: high debt and price pressure in generics. VTRS: Large cash flow and broad portfolio, but significant Loss of Exclusivity pressure on older, patent-expired products that came from the Upjohn/Mylan merger. Low growth and high debt. Biosimilars are a bright spot, but not enough for structural growth. Porter’s Five Forces: TEVA benefits from scale, lower buyer power (specialty medicine), lower supplier power (API integration) and lower substitution risk. VTRS is more exposed to price-pressured generics and high buyer power, because large insurance companies and purchasing organizations can easily push prices down, as the products are often interchangeable. Conclusion: TEVA appears as a turnaround growth case with increasing margins and a stronger competitive position. VTRS is a cash flow case with low growth and structural erosion. Two different profiles – TEVA with strategic momentum, VTRS with stability but limited upside. From a TA perspective, I have made a ratio-chart. TEVA:VTRS The ratio-chart TEVA:VTRS shows that TEVA has outperformed VTRS at least since the rising bottom Sept. 2019. In the very short term, VTRS has since TEVA's top . 3/2-26 and correction outperformed TEVA, but it will probably turn again.- The moving averages MA50 and MA200 at least point in the direction that TEVA will continue to outperform VTRS in the long term. Here is the ratio-chart on a weekly basis: https://schrts.co/AZmKGNzVMany thanks for your view on the stock UG. I don't quite understand why you're not looking at precisely the transformation they are undergoing, which if successful will free them from their generic medicine.. They have super many exciting products which will probably be rolled out from now and over the next few years. At the same time, like Teva, they have reduced debt, are now buying back many shares and pay a good dividend.
- ·5.5.The debt reduction seems to have tapered off. It has even increased in the last year. It doesn't seem to be as prioritized anymore, and then the dividend might get stuck at this level. Then it will be bad DA.
- ·26.2.Has anyone dug deep into the financial report? I had perhaps hoped for a slightly faster debt reduction. But otherwise, it looks quite reasonable, right?As I understand it, they are very close to their debt reduction target, and are focusing on passing capital on to shareholders, with buybacks and dividends corresponding to 50% of the profit. It seems there is a larger item in the accounts which affects this in 2026, I think it was around 600 mill. I bought a few more today, as in my eyes it still looks cheap.
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 |
|---|---|---|---|---|
| - | - | - | - |
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
NimiOsuus
DWS Invest CROCI US USD LC
2,50%Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt