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
  availableLanguages
  pageUrl
  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
    }
  }
}


__typename

title

isPremium

lang

htmlBody

companies

createdAt

publishers

authors

reactionGroups

availableLanguages

pageUrl

imgUrl

description

Analytiker

Juha Kinnunen

Fortum är verksamt inom energisektorn. Utöver tillhandahållandet av el till allmänheten erbjuds ett flertal tekniska lösningar inom värmeoptimering och appar som används för att hålla koll på energiförbrukningen, samt laddningsstationer för elbilar. Störst verksamhet återfinns runtom den nordiska marknaden. Bolaget grundades under 1998 och har sitt huvudkontor i Esbo.

Här är en ny analys av det intressanta Fortum  We reiterate our Reduce recommendation for Fortum and revise our target price to EUR 14.0 (was EUR 14.5). The Q3 result was largely in line with our expectations, but the earnings forecasts for the coming years remained under mild pressure as electricity prices stayed depressed. After an exceptionally strong cash flow in the second half of the year, Fortum will soon have net cash, so a generous dividend stream is secured, and the valuation is low anyway. However, given that earnings growth will remain negative in the coming years, we believe that without a positive development in electricity prices, the return potential is limited.                   Inderes              Fortum Q3'24: Expected developments in Q3 - Inderes    Fortum's Q3 result was largely in line with our expectations, but the earnings forecasts for the coming years remained under mild pressure as electricity prices stayed depressed. After an exceptionally strong cash flow in the second half of the year,...

Här är en nyligen publicerad större nyhet om Fortum.             x.com             Acumen (@AcumenFutures) on X @AcumenFutures     Fortum Oyj. #FORTUM  Veolia vill köpa Fortums avfallsverksamheter - BN (Finwire)  https://t.co/CGLfUhSgkT

I Europa och världen har energibolagen stigit nyligen. En orsak är bland annat AI-hypen, eftersom AI kräver enorma mängder el. Så förändras narrativet! Europas kraftbolag är fortfarande relativt billiga jämfört med resten av börsen, men för närvarande dämpar svaga tillväxtutsikter och räntor värderingen.

Analytiker Kinnunen har gjort en ny analys av Fortum.                    Inderes              Strong start to the year - Inderes    Q1 results clearly exceeded market expectations, with positive developments in all segments. Generation delivered an excellent optimization margin in Q1, Consumer Solutions delivered a strong performance as the market normalized, and costs under...                             Q1 results clearly exceeded market expectations, with positive developments in all segments. Generation delivered an excellent optimization margin in Q1, Consumer Solutions delivered a strong performance as the market normalized, and costs under Other Operations were impacted by efficiency measures. The outlook was revised, but the positive changes were driven more by operational performance. We think the stock is undervalued, but in the short term there are few upside drivers.

Hur påverkar det här nedanstående ärendet Fortum, eller är det bara en liten sak? Tack på förhand för svaren.  De första årliga underhållen för Olkiluoto 3 kärnkraftverket förlängs ytterligare sex dagar på grund av tekniska problem. Underhållen för Olkiluoto 3 började den 2 mars. Ursprungligen skulle underhållet ha avslutats den 8 april. Cirka 1 100 externa arbetstagare deltar i underhållet.

Lätta reflektioner.  För Fortum-investerare finns följande positiva aspekter:   Utdelning, utdelning och utdelning… säger finländarna.    Möjlighet till värdeökning när samhällets elektrifiering stärks.   Förväntad skärpning av balansen mellan efterfrågan och produktionen under kommande år, vilket kan leda till högre elpriser.   Företagets förmåga att producera lågutsläppselektricitet, vilket svarar mot behovet av att bekämpa klimatförändringar.   Aktien är fortfarande billig; delvis kanske på grund av gamla misstag, men förhoppningsvis gör inte företaget sådana misstag längre…

Kan man nu få ett högkvalitativt företag till ett mycket lågt pris?  Här är en analys av Fortum gjord av Juha, som tillhör de bästa analytikerna i världen.                     Inderes              Fortum: The choice of dividend investors - Inderes    The Q4 result was disappointing, with smaller parts of the Generation segment, such as district heating, making losses. There were no surprises in the company's outlook, but electricity futures have fallen again, weighing on earnings forecasts for...                             The Q4 result was disappointing, with smaller parts of the Generation segment, such as district heating, making losses. There were no surprises in the company’s outlook, but electricity futures have fallen again, weighing on earnings forecasts for the coming years by 10-15%. Nevertheless, we think the valuation is attractive (2024e P/E 11x) and the dividend yield of almost 10% supports the expected return well. Both the share price and related expectations are now at very low levels.

Fortum

Q3 results exceeded our expectations, but a sharp decline in electricity futures (over 20%) weighed on earnings forecasts for the coming years (around -15%) despite the company’s operationally good performance. Still, Fortum is able to maintain a good earnings level especially with hydropower, and as society becomes more electrified, we believe the demand outlook supports even higher electricity prices in the future.

<p>Q3 results exceeded our expectations, but a sharp decline in electricity futures (over 20%) weighed on earnings forecasts for the coming years (around -15%) despite the company’s operationally good performance. Still, Fortum is able to maintain a good earnings level especially with hydropower, and as society becomes more electrified, we believe the demand outlook supports even higher electricity prices in the future. We believe the stock is cheap (2024e P/E 11x) and underpriced also relative to peers. </p> 

	2022	23e	24e
Omsättning	7 754,0	6 555,0	5 763,6
tillväxt-%	20,74 %	−15,46 %	−12,07 %
EBIT (adj.)	1 611,0	1 594,9	1 320,7
EBIT-%	20,78 %	24,33 %	22,91 %
EPS (adj.)	2,00	1,46	1,13
Utdelning	0,91	1,00	1,00
Direktavkastning	5,86 %	7,18 %	7,19 %
P/E (just.)	7,77	9,55	12,38
EV/EBITDA	6,99	6,15	7,25

Fortum: Good results with hydropower

Fortum

Key Estimate Figures2023-11-03

Fortum

Key Estimate Figures2023-11-03

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