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
    }
  }
}


__typename

title

isPremium

lang

htmlBody

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Analytiker

Matias Arola

Nordea bedriver bankverksamhet. Bolaget erbjuder ett brett utbud av finansiella tjänster, inriktade mot både privat- och företagskunder, inkluderat traditionell kapitalförvaltning, lånefinansiering och pensionssparande. Utöver det erbjuds även rådgivning och trygghetsförsäkring, samt valutahantering. Nordea innehar störst verksamhet inom Norden och Baltikum. Bolaget grundades år 1997 och huvudkontoret ligger i Helsingfors.

Här är en högkvalitativ och realistisk analys av Nordea. Värt att läsa!  Nordea reported a better-than-expected Q1 result. However, the forecast beat was mainly explained by quarterly fluctuations in fair value, and the decline in net interest income kept the result down as expected. At the same time, increased uncertainty has weakened the outlook for credit demand, which together with lower interest rate forecasts lowered our earnings estimates. In light of the relatively stable earnings outlook, however, the stock’s expected return is still sufficient, so we reiterate our Accumulate recommendation. We are revising our target price down to EUR 12.0 (was EUR 12.5) in line with our lower earnings estimates.                   Inderes              Nordea: Q1'25: Clouded economic outlook not a concern - Inderes    Nordea reported a better-than-expected Q1 result. However, the forecast beat was mainly explained by quarterly fluctuations in fair value, and the decline in net interest income kept the result down as expected.

Definitely worth a listen! Nordea’s credit losses were nearly nonexistent and overall performance remained stable, but the trade war casts a huge cloud of uncertainty. CFO Ian Smith discusses the company’s resilience in a foggy environment in an interview with inderesTV.                   Inderes              How does trade war affect Nordea? - Inderes    Time: 2025-04-16 13:39 Nordea’s credit losses were nearly nonexistent and overall performance remained stable, but the trade war casts a huge cloud of uncertainty. CFO Ian Smith discusses the company’s resilience in a foggy environment in an...                             00:00 Nordea Q1 01:30 Loan losses 02:55 “Liberation Day” 06:28 Nordic economies 07:40 Assumptions about 2025 09:38 Management buffer 11:35 Impact on Nordea

JA! Mer analytikersnack till folket! @Pia_Maljanen snackar Q4:an med analytiker Kasper Mellas:  Direktlänk:  Nordea Q4’24: In good shape - Inderes

Here is a very high-quality and good analysis of Nordea. I recommend reading it.  Nordea published a stronger Q4 result than we expected, which was explained by net interest income decreasing less than forecasted and strongly developed commission income. The forecast changes are moderate, although we revised our estimates for net interest income slightly downward. In light of the relatively stable earnings outlook, we believe the share valuation remains attractive, but we lower our recommendation to Accumulate (was Buy) following the recent share price increase. Our target price remains unchanged at EUR 12.5.                   Inderes              Nordea Q4'24: There are still returns to be taken - Inderes    Nordea published a stronger Q4 result than we expected, which was explained by net interest income decreasing less than forecasted and strongly developed commission income. The forecast changes are moderate, although we revised our estimates for net...

Nordea’s CFO was interviewed by Inderes’ Mr. Pulkkinen.                    Inderes              FI Nordea Q4’24: Declining Interest Income Offset by Loan Portfolio Growth  -...    Time: 2025-01-30 12:51 Nordea's interest income is declining, but the growing loan volumes should compensate for this. CFO Ian Smith commented on Nordea's development and dividend outlook in an interview with InderesTV.                             Nordea analyses can be found here: Nordea Bank - Inderes 00:00 Year 2024  01:07 Loan portfolio growth  04:33 +15% ROE guidance  06:20 Loan losses  07:26 Expense growth  08:41 Profitability of traditional banking operations  11:50 AUM growth  13:45 Dividend and share buybacks

Nordea reported a stronger-than-expected Q4 result, driven mainly by solid net interest income and fee income growth. The bank’s earnings exceeded forecasts by about 5%, and it guided for a return on equity above 15% in 2025. Net interest income declined more slowly than expected, as loan volume growth and hedging measures offset rising deposit costs. Net fee income increased due to strong performance in asset management. Expenses were in line with expectations, and loan losses were lower than estimated. Earnings per share were €0.32, and the proposed dividend was €0.94. Nordea expects strong profitability in 2025, focusing primarily on revenue growth.                   Inderes              Nordea: Fourth-quarter and full-year results 2024 - Inderes    Nordea Bank Abp Financial Statement Release 30 January 2025 at 7.30 EETSummary of the quarterContinued income growth. Total income was up 1%. Net interest income was down 5% following policy...

Nordea’s valuation remains low, with a P/E ratio of 8–9. The bank’s performance in 2024 has been strong, and it expects a return on equity exceeding 16%. Despite the slight impact of declining interest rates on its earnings, Nordea has maintained solid profitability. The Norwegian retail banking portfolio acquired from Danske Bank brings additional revenue with minimal costs. The bank has distributed capital through dividends and share buybacks, with a 2024 dividend yield forecast of 8.2%. Finnish bank OP predicts Nordea will launch a new buyback program before summer and maintains a buy recommendation with a target price of €13. Nordea will release its fourth-quarter results on January 30.

Nordea Bank

Nordea's Q2 was the 10th consecutive quarter in which the bank's earnings level continued to improve and the Q2 result was also stronger than market expectations. Although we expect Nordea's earnings level to be close to its peak, we forecast profitability to remain strong in the coming years (2024-2026e: ROE ~15 %). In our view, the company is still exceptionally cheaply priced and thus the expected return looks attractive.

<p>Nordea's Q2 was the 10th consecutive quarter in which the bank's earnings level continued to improve and the Q2 result was also stronger than market expectations. Although we expect Nordea's earnings level to be close to its peak, we forecast profitability to remain strong in the coming years (2024-2026e: ROE ~15 %). In our view, the company is still exceptionally cheaply priced and thus the expected return looks attractive.</p> 

	2022	23e	24e
Rörelseintäkter	9 721,0	11 835,4	11 718,8
tillväxt-%	1,0 %	21,8 %	−1,0 %
EBIT (adj.)	5 299,0	6 527,9	6 069,4
EBIT-%	54,5 %	55,2 %	51,8 %
EPS (adj.)	1,11	1,41	1,35
Utdelning	0,80	0,95	0,95
Direktavkastning	8,0 %	7,5 %	7,5 %
P/E (just.)	9,0	8,9	9,3
EV/EBITDA	7,7	6,8	7,1

Nordea: Convincing performance

Nordea Bank

Key Estimate Figures2023-07-18

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