Profit warnings
-
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."
"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%."
"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)
-
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
-
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.
-
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.
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.
Hello! It looks like you're interested in this conversation, but you don't have an account yet.
Getting fed up of having to scroll through the same posts each visit? When you register for an account, you'll always come back to exactly where you were before, and choose to be notified of new replies (either via email, or push notification). You'll also be able to save bookmarks and upvote posts to show your appreciation to other community members.
With your input, this post could be even better 💗
Tilmeld Log ind