Kollega (Onninen/Kesko) og leverandør (Uponor) til Nordens billigste aktie, men det betyder måske ikke noget.
"Kesko raises its profit guidance for 2021. The company now estimates that its comparable operating profit in 2021 will be in the range of €650-750 million. Before, the company estimated that the comparable operating profit would be in the range of €570-670 million.
The guidance upgrade is based on better-than-anticipated sales growth and profit development especially in the building and technical trade division, and the division's more positive outlook for the remainder of the year.
In 2020, Kesko's illustrative comparable operating profit totalled €554 million."
https://www.kesko.fi/en/media/news-and-releases/stock-exchange-releases/2021/kesko-corporation-issues-a-positive-profit-warning-based-in-particular-on-stronger-than-anticipated-development-in-build/
"Sales in the building and technical trade division totalled €423.3 million in May, an increase of 17.8% in comparable terms in local currencies. Sales in the building and technical trade excluding the speciality goods trade grew by 18.0% in comparable terms. Sales in Finland grew by 18.4% and sales elsewhere by 17.4%."
https://www.kesko.fi/en/media/news-and-releases/investor-news/2021/keskos-comparable-sales-grew-in-may/
"The demand for building solutions in Uponor's key markets in Europe and North America has continued to develop favourably throughout the first half of the year. "The activity in residential construction markets both sides of the Atlantic has stayed on a high level and based on current market forecasts we expect that trend to continue."
https://www.uponorgroup.com/en-en/ir-news/2021/uponor-revises-its-guidance-for-2021-(2)
"Kesko raises its profit guidance for 2021. The company now estimates that its comparable operating profit in 2021 will be in the range of €650-750 million. Before, the company estimated that the comparable operating profit would be in the range of €570-670 million.
The guidance upgrade is based on better-than-anticipated sales growth and profit development especially in the building and technical trade division, and the division's more positive outlook for the remainder of the year.
In 2020, Kesko's illustrative comparable operating profit totalled €554 million."
https://www.kesko.fi/en/media/news-and-releases/stock-exchange-releases/2021/kesko-corporation-issues-a-positive-profit-warning-based-in-particular-on-stronger-than-anticipated-development-in-build/
"Sales in the building and technical trade division totalled €423.3 million in May, an increase of 17.8% in comparable terms in local currencies. Sales in the building and technical trade excluding the speciality goods trade grew by 18.0% in comparable terms. Sales in Finland grew by 18.4% and sales elsewhere by 17.4%."
https://www.kesko.fi/en/media/news-and-releases/investor-news/2021/keskos-comparable-sales-grew-in-may/
"The demand for building solutions in Uponor's key markets in Europe and North America has continued to develop favourably throughout the first half of the year. "The activity in residential construction markets both sides of the Atlantic has stayed on a high level and based on current market forecasts we expect that trend to continue."
https://www.uponorgroup.com/en-en/ir-news/2021/uponor-revises-its-guidance-for-2021-(2)
15/6 2021 16:49 Aktie-Zlatan 1
94309 Here we go again.
A&O:s konkurrent, Brdr Dahl, er en lille, men vigtig, del af Saint-Gobain. Renovation er vigtig for de danske VVS-grossisterne.
"Sales in April and May continued to show very good trends, supported by the dynamic renovation market in Europe..."
"In this context, the operating income in first-half 2021 should clearly exceed the record level of second-half 2020. The operating margin in first-half 2021 should therefore reach a new record."
https://www.saint-gobain.com/sites/sgcom.master/files/20210603_trading_update_va.pdf
A&O:s konkurrent, Brdr Dahl, er en lille, men vigtig, del af Saint-Gobain. Renovation er vigtig for de danske VVS-grossisterne.
"Sales in April and May continued to show very good trends, supported by the dynamic renovation market in Europe..."
"In this context, the operating income in first-half 2021 should clearly exceed the record level of second-half 2020. The operating margin in first-half 2021 should therefore reach a new record."
https://www.saint-gobain.com/sites/sgcom.master/files/20210603_trading_update_va.pdf
16/6 2021 10:21 TeamGarlic 094341 Sjovt, som jeg tænker en warning som en nedjustering. Men det er faktisk en advarsel om, at de tjener rigtig mange penge ! Det ses tydeligt afspejlet, hvor jeg færdes: masser af bygge-projekter. Og mit eget ombygningsprojekt bliver bare dyrere og dyrere.... Lidt tragikomisk.
16/6 2021 11:09 AJE 094344 Garlic, du er ikke alene, tænkte nøjagtigt det samme...
Synes det undrer lidt at AO ikke havde styrke til at holde sig over 1000, valgte dog at supplere lidt i 938.
Synes det undrer lidt at AO ikke havde styrke til at holde sig over 1000, valgte dog at supplere lidt i 938.
17/6 2021 09:30 Aktie-Zlatan 094374 Densamme debat vedrørende 'profit warnings' foregår også i Sverige (og i hele verden).
Sjovt at Bankinvest fandt køber/købere til de cirka 40.000 aktier, som solgtes internt (Danske-Danske?) for nogle uger siden. Sandsynligvis voksede sig AOJ-P for stor i Bankinvests fonde.
https://ao.dk/globalassets/1-om-ao/investor-relations/selskabsmeddelelser/2021/storaktionarmeddelelse--bankinvest.pdf
Det bliver interessant at se hvilken fond (hvilke fonde), som har købt.
I januar flyttes sandsynligvis A&O Johansen til Mid Cap og da burde interesset fra fonde øge yderligere.
Sjovt at Bankinvest fandt køber/købere til de cirka 40.000 aktier, som solgtes internt (Danske-Danske?) for nogle uger siden. Sandsynligvis voksede sig AOJ-P for stor i Bankinvests fonde.
https://ao.dk/globalassets/1-om-ao/investor-relations/selskabsmeddelelser/2021/storaktionarmeddelelse--bankinvest.pdf
Det bliver interessant at se hvilken fond (hvilke fonde), som har købt.
I januar flyttes sandsynligvis A&O Johansen til Mid Cap og da burde interesset fra fonde øge yderligere.
