2026 Q1 -tulosraportti
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38 päivää sitten
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| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 | - | - | ||
| 1 | - | - | ||
| 5 | - | - | ||
| 8 | - | - | ||
| 8 | - | - |
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 13.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 6.5. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
15.5.15.5.Tämä julkaisu on poistettu.
13.5.13.5.I think 1 120 NOK is a fair price for a holding company like WWI. I offered 1 000 NOK because I applied a small discount for the missing voting rights and some uncertainty in shipping industry. My calculations are based on the latest quarterly report EPS of 2.68 USD. If you annualize that by multiplying it by four, the P/E for WWI B-series is about 6.41 and the P/B is 0.74. For the banking industry I used five comparable banks and one fund company: Nordea, Arion Bank, SpareBank, DNB, Blue Owl (fund company), and Danske Bank because WWI is a holding company and their business-model risks are similar. I believe the product of P/E and P/B is a useful metric; if P/E * P/B is 15 or less, my model implies a value of 1 120 NOK for WWI. WWI’s stake in Wallenius Wilhelmsen also looks undervalued to me. Wallenius Wilhelmsen differs from other shipping companies because it secures long-term contracts, and I think it has strong potential from Asian car imports to Europe. Based on the latest quarterly report, Wallenius Wilhelmsen’s forward P/E and P/B are about 8.87 and 1.64, respectively. WWI also has substantial equity relative to its debt. In conclusion, I think the market is overweighting general uncertainty in the shipping industry when pricing WWI. The best action management could take would be a buyback of their own shares, since the company appears undervalued across key indicators.
·11.5.I'm sitting here wondering if one should offer some shares to the buyback program which expires on May 13th at 4:30 PM. Does anyone have any thoughts on this? I have never before experienced such an offer directly to shareholders. The stock has fallen in the last month from its ATH, probably due to the X-date and slightly worse results in the Q1 report than expected and with some pressure in connection with the Middle East. What are your thoughts, hold or try to sell but at what price? Both Pareto and DNB Carnegie have had significantly higher target prices based on, if I understand correctly, higher intrinsic value than market value, but at the same time it seems that Wilhelmsen has traditionally traded at a rather large discount to its intrinsic value. The buyback program is perhaps primarily aimed at larger institutional investors if Wilhelmsen is interested in buying back up to 10 percent of the shareholding, which seems to be a rather large proportion for a buyback program. In that case, the proportion of freely available shares would significantly decrease in the company, I suspect.
·13.5.Firstly, buybacks constitute additional demand, which implies that the price rises. Secondly, the fact that the company buys back shares when the shares are underpriced can also affect the price itself. For example, Berkshire Hathaway had a policy of buying back shares below price book 1.1 for a period. Then the price rarely fell below that level. Thirdly, it implies in itself that the price rises, as long as the shares are bought below underlying value. Then one simply creates value by buying one's own company for less than it is worth.
·11.5.Does anyone have a good explanation for why the A-share rises 6% while the B-share jumps 8-9%?·11.5.No, I read a comment for Wilhelmsen A, where the writer wrote that historically the difference between A and B has previously been slightly less than 5 percent, now the difference is 10 percent, so obviously there are buyers who value the voting right in Wilhelmsen A. Interesting how this is valued in the Buyback program, what is most important dividend or voting right/power.- ·11.5.Finally good news. Now we can sell our shares for 665 back to the company. I expect they will call me :-)
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
Vain PDF
38 päivää sitten
20,00 NOK/osake
Viimeisin osinko
5,06%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
- 15.5.15.5.Tämä julkaisu on poistettu.13.5.13.5.I think 1 120 NOK is a fair price for a holding company like WWI. I offered 1 000 NOK because I applied a small discount for the missing voting rights and some uncertainty in shipping industry. My calculations are based on the latest quarterly report EPS of 2.68 USD. If you annualize that by multiplying it by four, the P/E for WWI B-series is about 6.41 and the P/B is 0.74. For the banking industry I used five comparable banks and one fund company: Nordea, Arion Bank, SpareBank, DNB, Blue Owl (fund company), and Danske Bank because WWI is a holding company and their business-model risks are similar. I believe the product of P/E and P/B is a useful metric; if P/E * P/B is 15 or less, my model implies a value of 1 120 NOK for WWI. WWI’s stake in Wallenius Wilhelmsen also looks undervalued to me. Wallenius Wilhelmsen differs from other shipping companies because it secures long-term contracts, and I think it has strong potential from Asian car imports to Europe. Based on the latest quarterly report, Wallenius Wilhelmsen’s forward P/E and P/B are about 8.87 and 1.64, respectively. WWI also has substantial equity relative to its debt. In conclusion, I think the market is overweighting general uncertainty in the shipping industry when pricing WWI. The best action management could take would be a buyback of their own shares, since the company appears undervalued across key indicators.
- ·11.5.I'm sitting here wondering if one should offer some shares to the buyback program which expires on May 13th at 4:30 PM. Does anyone have any thoughts on this? I have never before experienced such an offer directly to shareholders. The stock has fallen in the last month from its ATH, probably due to the X-date and slightly worse results in the Q1 report than expected and with some pressure in connection with the Middle East. What are your thoughts, hold or try to sell but at what price? Both Pareto and DNB Carnegie have had significantly higher target prices based on, if I understand correctly, higher intrinsic value than market value, but at the same time it seems that Wilhelmsen has traditionally traded at a rather large discount to its intrinsic value. The buyback program is perhaps primarily aimed at larger institutional investors if Wilhelmsen is interested in buying back up to 10 percent of the shareholding, which seems to be a rather large proportion for a buyback program. In that case, the proportion of freely available shares would significantly decrease in the company, I suspect.·13.5.Firstly, buybacks constitute additional demand, which implies that the price rises. Secondly, the fact that the company buys back shares when the shares are underpriced can also affect the price itself. For example, Berkshire Hathaway had a policy of buying back shares below price book 1.1 for a period. Then the price rarely fell below that level. Thirdly, it implies in itself that the price rises, as long as the shares are bought below underlying value. Then one simply creates value by buying one's own company for less than it is worth.
- ·11.5.Does anyone have a good explanation for why the A-share rises 6% while the B-share jumps 8-9%?·11.5.No, I read a comment for Wilhelmsen A, where the writer wrote that historically the difference between A and B has previously been slightly less than 5 percent, now the difference is 10 percent, so obviously there are buyers who value the voting right in Wilhelmsen A. Interesting how this is valued in the Buyback program, what is most important dividend or voting right/power.
- ·11.5.Finally good news. Now we can sell our shares for 665 back to the company. I expect they will call me :-)
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 | - | - | ||
| 1 | - | - | ||
| 5 | - | - | ||
| 8 | - | - | ||
| 8 | - | - |
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 13.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 6.5. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 |
2026 Q1 -tulosraportti
Vain PDF
38 päivää sitten
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 13.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 6.5. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 |
20,00 NOK/osake
Viimeisin osinko
5,06%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- 15.5.15.5.Tämä julkaisu on poistettu.13.5.13.5.I think 1 120 NOK is a fair price for a holding company like WWI. I offered 1 000 NOK because I applied a small discount for the missing voting rights and some uncertainty in shipping industry. My calculations are based on the latest quarterly report EPS of 2.68 USD. If you annualize that by multiplying it by four, the P/E for WWI B-series is about 6.41 and the P/B is 0.74. For the banking industry I used five comparable banks and one fund company: Nordea, Arion Bank, SpareBank, DNB, Blue Owl (fund company), and Danske Bank because WWI is a holding company and their business-model risks are similar. I believe the product of P/E and P/B is a useful metric; if P/E * P/B is 15 or less, my model implies a value of 1 120 NOK for WWI. WWI’s stake in Wallenius Wilhelmsen also looks undervalued to me. Wallenius Wilhelmsen differs from other shipping companies because it secures long-term contracts, and I think it has strong potential from Asian car imports to Europe. Based on the latest quarterly report, Wallenius Wilhelmsen’s forward P/E and P/B are about 8.87 and 1.64, respectively. WWI also has substantial equity relative to its debt. In conclusion, I think the market is overweighting general uncertainty in the shipping industry when pricing WWI. The best action management could take would be a buyback of their own shares, since the company appears undervalued across key indicators.
- ·11.5.I'm sitting here wondering if one should offer some shares to the buyback program which expires on May 13th at 4:30 PM. Does anyone have any thoughts on this? I have never before experienced such an offer directly to shareholders. The stock has fallen in the last month from its ATH, probably due to the X-date and slightly worse results in the Q1 report than expected and with some pressure in connection with the Middle East. What are your thoughts, hold or try to sell but at what price? Both Pareto and DNB Carnegie have had significantly higher target prices based on, if I understand correctly, higher intrinsic value than market value, but at the same time it seems that Wilhelmsen has traditionally traded at a rather large discount to its intrinsic value. The buyback program is perhaps primarily aimed at larger institutional investors if Wilhelmsen is interested in buying back up to 10 percent of the shareholding, which seems to be a rather large proportion for a buyback program. In that case, the proportion of freely available shares would significantly decrease in the company, I suspect.·13.5.Firstly, buybacks constitute additional demand, which implies that the price rises. Secondly, the fact that the company buys back shares when the shares are underpriced can also affect the price itself. For example, Berkshire Hathaway had a policy of buying back shares below price book 1.1 for a period. Then the price rarely fell below that level. Thirdly, it implies in itself that the price rises, as long as the shares are bought below underlying value. Then one simply creates value by buying one's own company for less than it is worth.
- ·11.5.Does anyone have a good explanation for why the A-share rises 6% while the B-share jumps 8-9%?·11.5.No, I read a comment for Wilhelmsen A, where the writer wrote that historically the difference between A and B has previously been slightly less than 5 percent, now the difference is 10 percent, so obviously there are buyers who value the voting right in Wilhelmsen A. Interesting how this is valued in the Buyback program, what is most important dividend or voting right/power.
- ·11.5.Finally good news. Now we can sell our shares for 665 back to the company. I expect they will call me :-)
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 | - | - | ||
| 1 | - | - | ||
| 5 | - | - | ||
| 8 | - | - | ||
| 8 | - | - |
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