Hoist Finance AB(HOFI)
(HOFI)
Q1-rapport
16 dagar sedan‧50min
0,00 SEK/aktie
Senaste utdelning
Orderdjup
Stängd
Antal
Köp
13 063
Sälj
Antal
12 359
Senaste avslut
| Tid | Pris | Antal | Köpare | Säljare |
|---|---|---|---|---|
| 135 | - | - | ||
| 26 | - | - | ||
| 105 | - | - | ||
| 111 | - | - | ||
| 153 | - | - |
Volymvägt snittpris (VWAP)
54,00VWAP
54,00Omsättning (SEK)
5 231 166Mäklarstatistik
Ingen data hittades
Företagshändelser
| Nästa händelse | |
|---|---|
| 2024 Q2-rapport | 26 juli |
| Tidigare händelser | ||
|---|---|---|
| 2023 Årsstämma | 7 maj | |
| 2024 Q1-rapport | 3 maj | |
| 2023 Q4-rapport | 7 feb. | |
| 2023 Q3-rapport | 27 okt. 2023 | |
| 2023 Q2-rapport | 28 juli 2023 |
Data hämtas från Millistream, Quartr
Nyheter & Analyser
Nyheter och/eller generella investeringsrekommendationer alternativt utdrag därav på denna sida och relaterade länkar är framtagna och tillhandahålls av den leverantör som anges. Nordnet har inte medverkat till framtagandet, granskar inte och har inte gjort några ändringar i materialet. Läs mer om investeringsrekommendationer.
Q1-rapport
16 dagar sedan‧50min
Nyheter & Analyser
Nyheter och/eller generella investeringsrekommendationer alternativt utdrag därav på denna sida och relaterade länkar är framtagna och tillhandahålls av den leverantör som anges. Nordnet har inte medverkat till framtagandet, granskar inte och har inte gjort några ändringar i materialet. Läs mer om investeringsrekommendationer.
Företagshändelser
| Nästa händelse | |
|---|---|
| 2024 Q2-rapport | 26 juli |
| Tidigare händelser | ||
|---|---|---|
| 2023 Årsstämma | 7 maj | |
| 2024 Q1-rapport | 3 maj | |
| 2023 Q4-rapport | 7 feb. | |
| 2023 Q3-rapport | 27 okt. 2023 | |
| 2023 Q2-rapport | 28 juli 2023 |
Data hämtas från Millistream, Quartr
Shareville
Delta i diskussionerna på SharevilleFå inspiration från tusentals portföljer och diskutera med andra duktiga investerare.
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för 7 tim sedanför 7 tim sedanhi guys I made some early guesstimates for 2024 earnings. Please note that this is a personal guess and is not any recommendation for sell or buy. Also, the numbers are fictive and you must not take them serious. Always use your own judgement and never take these guesses serious. I take Q1 numbers as baseline as it is without any impairments, temporarily costs of remuneration from 2023. I look for Q3 and Q4 and then will take average of Q3 and Q1 for calculating guess for Q2. I assume acquirement portfolio of 2B SEK per quarter. Collection for Q1 is 985. I guess that collections follow new portfolio's about 1.5Q and this is also a quess. We have already seen about 2B per quarter for last two quarters to note it. Q3 collection may then be (2+2)/26 increase, which makes a collection of 1.15B I assume interest expenses are around 200M. I assume impairments gains of about 140M I assume expenses is 400 is following portfolio and 300M is fixed. From there, I assume 760M in total expenses. From here, I assume 1150-200+140-760+10 and came to 340. From here, about 70 is tax. Then 60 to Tier1 capital holders, and 88M shares. This gives about 2.5kr. Any mistake or overseen you think I did in the guesses?- 10 maj10 majCherry Bank and Sorec acquire an NPL portfolio worth over 1,2 billion from Hoist Finance On 8 May 2024 Cherry Bank, a credit institution specialized in business support services, in the creation of value from the transformation of NPL portfolios and in the purchase of tax credits, and Sorec, a leading company in the processing of financial, banking and insurance credits which has been investing directly in portfolios since 2010 Npl, announce the joint purchase of a portfolio of "Non performing loans" (Npl) with a nominal value of over 1,2 billion euros of ownership of securitization vehicles referred to Hoist Finance. The secondary market operation concerns a portfolio made up of consumer credits for a total of over 200 thousand credit lines. With respect to the purchase, approximately 840 million GBV, or approximately 63.000 lines will be owned by Cherry Bank, while approximately 430 million GBV, or 141.000 lines will be added to Sorec's proprietary portfolio.
- 7 maj7 majDå får vi see om de annonserar ett nytt återköpspaket idag.7 maj7 majIt was point 18 but it was more of a: "we would like the option to do a buyback" Now we will have to wait and see if they use it.
- 6 maj6 majCarneige went up to 73kr. Lets see what Nordea updates to
- 3 maj3 majWhat I have always found fascinating with Hoist is that their share price does not reflect their earnings at all. The last 12 months they have had an EPS of 8.05 (before cancellation of purchased shares) and a profit after tax of 892 million sek. This is also during a year where the company was on a rejuvenation journey adding extra costs for future returns. This on a share price of today around 58 sek and an evaluation of 5.3 billion sek. That is like a P/E of 7.25 What I'm hopping for is more share buybacks after the yearly shareholder meetings. I think this might push the share even higher. I would put a fair value of the stock to at least 100 Sek.
Kommentarerna ovan kommer från användare på Nordnets sociala nätverk Shareville och har varken redigerats eller på förhand granskats av Nordnet. Det innebär inte att Nordnet tillhandahåller investeringsrådgivning eller investeringsrekommendationer. Nordnet påtar sig inget ansvar för kommentarerna eller eventuella felaktigheter i automatiska översättningar.
Q1-rapport
16 dagar sedan‧50min
0,00 SEK/aktie
Senaste utdelning
Nyheter & Analyser
Nyheter och/eller generella investeringsrekommendationer alternativt utdrag därav på denna sida och relaterade länkar är framtagna och tillhandahålls av den leverantör som anges. Nordnet har inte medverkat till framtagandet, granskar inte och har inte gjort några ändringar i materialet. Läs mer om investeringsrekommendationer.
0,00 SEK/aktie
Senaste utdelning
Shareville
Delta i diskussionerna på SharevilleFå inspiration från tusentals portföljer och diskutera med andra duktiga investerare.
Logga in
- för 7 tim sedanför 7 tim sedanhi guys I made some early guesstimates for 2024 earnings. Please note that this is a personal guess and is not any recommendation for sell or buy. Also, the numbers are fictive and you must not take them serious. Always use your own judgement and never take these guesses serious. I take Q1 numbers as baseline as it is without any impairments, temporarily costs of remuneration from 2023. I look for Q3 and Q4 and then will take average of Q3 and Q1 for calculating guess for Q2. I assume acquirement portfolio of 2B SEK per quarter. Collection for Q1 is 985. I guess that collections follow new portfolio's about 1.5Q and this is also a quess. We have already seen about 2B per quarter for last two quarters to note it. Q3 collection may then be (2+2)/26 increase, which makes a collection of 1.15B I assume interest expenses are around 200M. I assume impairments gains of about 140M I assume expenses is 400 is following portfolio and 300M is fixed. From there, I assume 760M in total expenses. From here, I assume 1150-200+140-760+10 and came to 340. From here, about 70 is tax. Then 60 to Tier1 capital holders, and 88M shares. This gives about 2.5kr. Any mistake or overseen you think I did in the guesses?
- 10 maj10 majCherry Bank and Sorec acquire an NPL portfolio worth over 1,2 billion from Hoist Finance On 8 May 2024 Cherry Bank, a credit institution specialized in business support services, in the creation of value from the transformation of NPL portfolios and in the purchase of tax credits, and Sorec, a leading company in the processing of financial, banking and insurance credits which has been investing directly in portfolios since 2010 Npl, announce the joint purchase of a portfolio of "Non performing loans" (Npl) with a nominal value of over 1,2 billion euros of ownership of securitization vehicles referred to Hoist Finance. The secondary market operation concerns a portfolio made up of consumer credits for a total of over 200 thousand credit lines. With respect to the purchase, approximately 840 million GBV, or approximately 63.000 lines will be owned by Cherry Bank, while approximately 430 million GBV, or 141.000 lines will be added to Sorec's proprietary portfolio.
- 7 maj7 majDå får vi see om de annonserar ett nytt återköpspaket idag.7 maj7 majIt was point 18 but it was more of a: "we would like the option to do a buyback" Now we will have to wait and see if they use it.
- 6 maj6 majCarneige went up to 73kr. Lets see what Nordea updates to
- 3 maj3 majWhat I have always found fascinating with Hoist is that their share price does not reflect their earnings at all. The last 12 months they have had an EPS of 8.05 (before cancellation of purchased shares) and a profit after tax of 892 million sek. This is also during a year where the company was on a rejuvenation journey adding extra costs for future returns. This on a share price of today around 58 sek and an evaluation of 5.3 billion sek. That is like a P/E of 7.25 What I'm hopping for is more share buybacks after the yearly shareholder meetings. I think this might push the share even higher. I would put a fair value of the stock to at least 100 Sek.
Kommentarerna ovan kommer från användare på Nordnets sociala nätverk Shareville och har varken redigerats eller på förhand granskats av Nordnet. Det innebär inte att Nordnet tillhandahåller investeringsrådgivning eller investeringsrekommendationer. Nordnet påtar sig inget ansvar för kommentarerna eller eventuella felaktigheter i automatiska översättningar.
Orderdjup
Stängd
Antal
Köp
13 063
Sälj
Antal
12 359
Senaste avslut
| Tid | Pris | Antal | Köpare | Säljare |
|---|---|---|---|---|
| 135 | - | - | ||
| 26 | - | - | ||
| 105 | - | - | ||
| 111 | - | - | ||
| 153 | - | - |
Volymvägt snittpris (VWAP)
54,00VWAP
54,00Omsättning (SEK)
5 231 166Mäklarstatistik
Ingen data hittades
Företagshändelser
| Nästa händelse | |
|---|---|
| 2024 Q2-rapport | 26 juli |
| Tidigare händelser | ||
|---|---|---|
| 2023 Årsstämma | 7 maj | |
| 2024 Q1-rapport | 3 maj | |
| 2023 Q4-rapport | 7 feb. | |
| 2023 Q3-rapport | 27 okt. 2023 | |
| 2023 Q2-rapport | 28 juli 2023 |
Data hämtas från Millistream, Quartr