contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment CompanyTagList on Company {
  pageUrl
  name
  viewerIsFollowing
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    ...CompanyTagList
    id
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      defaultInstrument {
        isin
        id
      }
      id
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    id
    name
    viewerIsFollowing
    defaultInstrument {
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


aspo-has-published-its-annual-report-2024

__typename

title

isPremium

lang

htmlBody

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Aspo är verksamt inom transport- och logistikbranschen. Bolaget drivs som ett konglomerat med visionen att vara en aktiv aktör inom förvärv och utveckling av företag, huvudsakligen inom tillväxtmarknaderna i östra Europa. Branscherna där bolaget innehar intressen i inkluderar exempelvis dagligvaruhandeln, industri, samt IT-sektorn. Huvudkontoret ligger i Helsingfors.

Aspo sänkte tidigare sin resultatprognos för 2023, vilket också påverkade de kommande årens prognoser negativt, särskilt för ESL och Telko. Trots en betydande nedgång i aktiekursen verkar den nu prissätta en alltför pessimistisk framtidsbild. En förbättring av ekonomin är viktig för resultattillväxt som drivs av efterfrågan, men bolagets egna åtgärder har stött lönsamheten trots svag volymutveckling. På längre sikt förväntas tillväxt genom nya investeringar och organisk utveckling inom segmenten. Den nuvarande aktiekursen erbjuder en attraktiv avkastningspotential med hänsyn till riskerna.

Reflektion baserat på det jag läst.  Aspo är för närvarande en intressant investeringsmöjlighet, även om kortsiktiga svagheter, som svaga fraktvolymer och fallande råoljepriser, kan begränsa den organiska intäktsökningen. Företagets strategiska åtgärder och kommande förvärv, som Kebelco, kan dock stödja en stark intäktsökning under de kommande månaderna. Marknadsåterhämtning och efterfrågetillväxt är avgörande för detta företag. På lång sikt förväntas en förbättring på bulkfraktmarknaden, och Aspo har möjlighet att dra nytta av framtida konjunkturer. Företaget investerar i nya fossilfria fartyg, vilket stärker dess ställning inom hållbarhetsdrivna områden. Även om kortsiktiga utmaningar är närvarande, har Aspo betydande uppsidespotential om strategin genomförs framgångsrikt.

Här är ett par frågor, lite klumpigt formulerade, men de väcker ändå funderingar. De dök bara upp i mitt huvud när jag läste Inderes finska forum. Hur bedömer du Aspos skuldsättningsstrategi och dess påverkan på bolagets långsiktiga hållbarhet, särskilt med tanke på ESL kapitalintensiva natur? Hur ser du på hybridlånets roll i Aspos finansieringsstrategi, särskilt när styrelse- och ledningsmedlemmar själva har investerat i det? Är detta enligt dig en rimlig riskhantering eller en form av dold utdelning, som vissa skulle kunna tolka det?

Evlis uppdaterade tankar: Aspo: Earnings are trending up We continue to expect Aspo FY ’25 EBITA to gain by around EUR 15m y/y, more than half of which would be due to Telko as it has acquired some EUR 7.5m of EBIT this year (and added 40% to revenue). ESL shouldn’t find it too hard to gain by around EUR 4-5m in EBITA then as it will have received a few additional green coasters while the market could have improved a little more. Aspo is valued about 7x EV/EBIT on our FY ’25 estimates, which we view a rather low level. We retain our EUR 7.0 TP and BUY rating.

Här kommer Inderes tankar kring Aspo: Aspo Q2’24: Hyvä tulos vaikeassa markkinassa “Lähivuosien tulosennusteemme ovat nousseet selvästi.” “Olemme myös huomioineet ennusteissamme Aspon päivitetyn voitonjakopolitiikan, jonka mukaan yhtiö jakaa vuosittain enintään 50 % nettotuloksesta osinkoina. Tämän myötä kuluvan vuoden osinkoennusteemme laski reilusti.” “Lähdemme Aspon arvonmäärityksessä oletuksesta, että yhtiön normalisoitu yli syklin katsova liikevoittotaso on noin 40 MEUR (hieman noussut), sijoitetun pääoman tuotto uusille investoinneille 10–11 % ja pääoman kustannus (WACC) on 9,0 %. Menetelmien keskiarvona saamme Aspon osakekannan arvoksi noin 6,4 euroa osakkeelta (aik. 6,2e), joka on myös linjassa päivitetyn tavoitehintamme kanssa.”

Här kommer Evlis tankar kring Aspos resultat: Aspo: Q2 figures very close to estimates “Aspo’s Q2 results were mostly as expected as ESL’s profitability topped estimates while Telko fell somewhat short. The EUR 7.4m comparable EBITA thus came in close to estimates.”

Nordeas uppdaterade tankar: Aspo: Strategy execution is the key in the medium term "The new strategy has led to many changes in the group structure and also in reporting. The increased complexity could even reduce visibility and lower the accepted valuation multiples, but the share price has considerable upside potential if the strategy execution is successful. Our current estimates point to a fair value range of EUR 7.3-8.9 per share, based on an equal weighting of our DCF, P/E and SOTP valuations. The company’s aim is to maximise shareholder value by streamlining the balance sheet and optimising investments, and via further acquisitions and divestments. Aspo’s ambition is to increase EBITA by ~130% by 2028 compared to 2024, which is why its current valuation does not look overly challenging if the strategy execution is successful."

Aspo

Aspo Plc Stock Exchange Release April 1, 2025 at 09:45 am Aspo has published its Annual Report 2024 Aspo Group’s Annual Report 2024 has been published on the company’s website aspo.com. The ...

Aspo Plc Stock Exchange Release April 1, 2025 at 09:45 am Aspo has published its Annual Report 2024&nbsp; Aspo Group’s Annual Report 2024 has been published on the company’s website aspo.com.&nbsp;&nbsp; The Annual Report 2024 includes the Strategy and Business Review, the Board of Directors’ Report, the Corporate Governance Statement and the Financial Statements 2024.&nbsp; The Board of Directors’ Report includes the Sustainability Statement, which is based on the EU Corporate Sustainability Reporting Directive (CSRD). The audit firm Deloitte Oy has assured the Sustainability Statement at a limited assurance level. &nbsp; The Consolidated Financial Statements are published in accordance with European Single Electronic Format (ESEF) reporting requirements, and it is available separately in XHTML format where the primary statements and the notes to the financial statements have been labelled with XBRL tags.&nbsp; Aspo has also published a separate Remuneration Report for 2024, which is available on the company’s website.&nbsp; Aspo’s Annual Report in its entirety, as well as the ESEF report and the Remuneration Report are attached to this release.&nbsp; Aspo Plc&nbsp; Rolf Jansson&nbsp; CEO&nbsp; Further information:&nbsp; Rolf Jansson, CEO, Aspo Plc, tel. +358 400 600 264, rolf.jansson@aspo.com&nbsp; Distribution:&nbsp; Nasdaq Helsinki&nbsp; Key Media &nbsp; <a href="https://www.globenewswire.com/Tracker?data=p6pu-Gyce37V2Pbs4kqxA2oqphdXfR3IlvHQQkkjOJg1wihJOLh3W-wswlLYJ1gm10FGnaECG3brHP15iPax1g==">www.aspo.com</a>&nbsp; &nbsp; Aspo creates value by owning and developing business operations sustainably and in the long term. Our companies aim to be market leaders in their sectors. They are responsible for their own operations, customer relationships and the development of these aiming to be forerunners in sustainability. Aspo supports its businesses profitability and growth with the right capabilities. Aspo Group has businesses in 17 different countries, and it employs approximately 800 professionals.&nbsp; Attachments<ul> <li> <a href="https://ml-eu.globenewswire.com/Resource/Download/d251aa8e-d1df-4589-9bef-0f8716e2f04e">Aspo-Remuneration-Report-2024</a> </li> <li> <a href="https://ml-eu.globenewswire.com/Resource/Download/ed96683c-2254-403e-89cf-51b375c0e2b7">Aspo-Annual-Report-2024</a> </li> <li> <a href="https://ml-eu.globenewswire.com/Resource/Download/1bf679ad-237a-4944-beff-facbd8e056d8">aspooyj-2024-12-31-en</a> </li> <li> <a href="https://ml-eu.globenewswire.com/Resource/Download/015f477c-6a63-43b2-8392-b463ddfb7eb9">Aspo-Corporate-Governance-Statement-2024</a> </li> </ul><img src="https://www.globenewswire.com/newsroom/ti?nf=MTAwMTA3NzQxNyM0MDIxMDU4MTEjMjAwMTg1Mw==" alt=""> <img src="https://ml-eu.globenewswire.com/media/MzRjZTE3ODYtMGIyNC00ODc2LWJkMzItMjcyODBkYzA4NzVjLTEwMTM0MjYtMjAyNS0wNC0wMS1lbg==/tiny/Aspo-Plc.png" alt="">