Vi vill bara påminna om att börsen ger och tar. Även om sparande i aktier historiskt gett god avkastning över tid finns inga garantier för framtida avkastning. Det finns risk att du inte får tillbaka de pengar du investerat.
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2025 Q4-rapport
19 feb. 2026
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2025 Q3-rapport
28 okt.
2025 Q2-rapport
29 juli
2025 Q1-rapport
29 apr.
2024 Q4-rapport
13 feb.
2024 Q3-rapport
24 okt. 2024
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Shareville
Delta i diskussionerna på SharevilleFå inspiration från tusentals portföljer och diskutera med andra duktiga investerare.
(...CONTINUED 2:2)
What could possibly be the reason for this disappointing performance? Three explanations could be offered:
1) Insider selling, because someone knows about upcoming disappointing results (Q3 is due for reporting on oct. 29)? That would be illegal, but hardly unheard of. I don´t think this is a probable cause, however. (No director dealings have been reported, if you might wonder)
2) Uncertainty, because "the market needs time to digest recent acquisitions"? That was the explanation offered by Kepler Cheuvreux in early august. Sounded reasonable back then, but is no longer satisfying now, when risk appetite seems back on the rise.
3) Strong selling by a big shareholder for reasons unrelated to this particular stock? Quite possible for a small cap company (by german standards): Many institutional investors own considerable minority stakes in the stock. These could be pushed quietly into the marked, if the money is needed in other places. Franklin Templeton Investment Fund and FIL Investments have recently reduced their stakes and might still be active as sellers: http://www.takkt.de/share/takkt_share/shareholder_structure/october-2015.html
Even majority owner Haniel (Metro AG etc.) is known to be somewhat cash-stripped this year after losses in their commodity investments etc. Yet Haniel should not be a seller right now, since they hold barely more than a 50% stake.
Whatever the reason for the current softness in pricing: Takkt is worth keeping a close eye on. When it´s price is finally catching up with the company´s value, things might go very fast, as we often have seen in the SDAX-space.
Disclosure: I took a position in TAKKT AG earlier today in a non-public portfolio @ € 15,79.
For further reading: Takkt AG was portrayed in late july by LYNX. Find the piece here (in german language): https://www.lynxbroker.de/wochenausblick/2015/lynx-wochenausblick-kw-31/aktie-der-woche/
Happy investing!
TAKKT AG is a market leading company in the production, marketing and sale of business equipment in Europe and North America. Often referred to as "a seller of office furniture", Takkt actually offers hundreds of thousands of items in the B2B direct marketing space. It serves about 3 mio. customers in 25 countries, making about 1 billion € in yearly revenues. Are you doing business in office, hotel, restaurant, logistics? Takkt is able to sell you all you could possibly need.
The sector is doing really well in both Europe and America right now. No China scares here.
For that reason, Takkt is a profitable and growing business, established as a spin-off in 1999. The company offers steady growth and reasonable P/E ratios (2015e: 13,5, 2016e: 12,5). It has reasonable and well-managed debt levels. It offers a handsome, steadily growing dividend of about 2,35%, with a low payout rate (30-35%) that is easily covered by free cash flow.
Should analysts be ecstatic about this company? Yes they should - And indeed they are!
This evening (22.10.15) Warburg Research reiterated it´s buy recommendation with a € 20,20 target due to "strong organic growth". Last analysis was by Berenberg Bank (6.8.15), reiterating a buy rating and raising target price to € 22,50 due to solid organic growth, rising margins and a leaner product portfolio. Before that Kepler Cheuvreux (3.8.15) had reiterated it´s buy rating and raised the target to € 21,00 because "strong organic growth in North America and growing dynamics in Europe" should ensure share price outperformance. As far as I know, all analyst covering this stock recommend it as a buy, with Deutsche Bank as a sole exception (reiterating a hold rating on 3.8.15, target € 18,00).
So analysts REALLY ARE ECSTATIC about this stock...!!
Then what is the share price doing?
The stock was trading sideways since march and has dropped to february levels (€ 15-16) here in october - Even ending todays trading in the red, while most other german stocks relished :-(
(TO BE CONTINUED...)
Det ser bra ut, fin beskrivning. Men hur är det möjligt att det har legat på botten i månader?
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.
Nyheter & Analyser
Nyheter & Pressmeddelanden
Analyser
Det finns för närvarande inga nyheter
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.
Relaterade värdepapper
Bull & Bear
2025 Q3-rapport
37 dagar sedan41min
0,60 EUR/aktie
Senaste utdelning
15,67 %Direktavk.
Visa
Nyheter & Analyser
Nyheter & Pressmeddelanden
Analyser
Det finns för närvarande inga nyheter
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.
Shareville
Delta i diskussionerna på SharevilleFå inspiration från tusentals portföljer och diskutera med andra duktiga investerare.
(...CONTINUED 2:2)
What could possibly be the reason for this disappointing performance? Three explanations could be offered:
1) Insider selling, because someone knows about upcoming disappointing results (Q3 is due for reporting on oct. 29)? That would be illegal, but hardly unheard of. I don´t think this is a probable cause, however. (No director dealings have been reported, if you might wonder)
2) Uncertainty, because "the market needs time to digest recent acquisitions"? That was the explanation offered by Kepler Cheuvreux in early august. Sounded reasonable back then, but is no longer satisfying now, when risk appetite seems back on the rise.
3) Strong selling by a big shareholder for reasons unrelated to this particular stock? Quite possible for a small cap company (by german standards): Many institutional investors own considerable minority stakes in the stock. These could be pushed quietly into the marked, if the money is needed in other places. Franklin Templeton Investment Fund and FIL Investments have recently reduced their stakes and might still be active as sellers: http://www.takkt.de/share/takkt_share/shareholder_structure/october-2015.html
Even majority owner Haniel (Metro AG etc.) is known to be somewhat cash-stripped this year after losses in their commodity investments etc. Yet Haniel should not be a seller right now, since they hold barely more than a 50% stake.
Whatever the reason for the current softness in pricing: Takkt is worth keeping a close eye on. When it´s price is finally catching up with the company´s value, things might go very fast, as we often have seen in the SDAX-space.
Disclosure: I took a position in TAKKT AG earlier today in a non-public portfolio @ € 15,79.
For further reading: Takkt AG was portrayed in late july by LYNX. Find the piece here (in german language): https://www.lynxbroker.de/wochenausblick/2015/lynx-wochenausblick-kw-31/aktie-der-woche/
Happy investing!
TAKKT AG is a market leading company in the production, marketing and sale of business equipment in Europe and North America. Often referred to as "a seller of office furniture", Takkt actually offers hundreds of thousands of items in the B2B direct marketing space. It serves about 3 mio. customers in 25 countries, making about 1 billion € in yearly revenues. Are you doing business in office, hotel, restaurant, logistics? Takkt is able to sell you all you could possibly need.
The sector is doing really well in both Europe and America right now. No China scares here.
For that reason, Takkt is a profitable and growing business, established as a spin-off in 1999. The company offers steady growth and reasonable P/E ratios (2015e: 13,5, 2016e: 12,5). It has reasonable and well-managed debt levels. It offers a handsome, steadily growing dividend of about 2,35%, with a low payout rate (30-35%) that is easily covered by free cash flow.
Should analysts be ecstatic about this company? Yes they should - And indeed they are!
This evening (22.10.15) Warburg Research reiterated it´s buy recommendation with a € 20,20 target due to "strong organic growth". Last analysis was by Berenberg Bank (6.8.15), reiterating a buy rating and raising target price to € 22,50 due to solid organic growth, rising margins and a leaner product portfolio. Before that Kepler Cheuvreux (3.8.15) had reiterated it´s buy rating and raised the target to € 21,00 because "strong organic growth in North America and growing dynamics in Europe" should ensure share price outperformance. As far as I know, all analyst covering this stock recommend it as a buy, with Deutsche Bank as a sole exception (reiterating a hold rating on 3.8.15, target € 18,00).
So analysts REALLY ARE ECSTATIC about this stock...!!
Then what is the share price doing?
The stock was trading sideways since march and has dropped to february levels (€ 15-16) here in october - Even ending todays trading in the red, while most other german stocks relished :-(
(TO BE CONTINUED...)
Det ser bra ut, fin beskrivning. Men hur är det möjligt att det har legat på botten i månader?
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
Xetra
Antal
Köp
2 623
3,68
Sälj
Antal
3,715
1 418
Senaste avslut
Tid
Pris
Antal
Köpare
Säljare
-
-
-
-
-
Högst
3,81
VWAP
3,751
Lägst
3,685
OmsättningAntal
0,1 23 001
VWAP
3,751
Högst
3,81
Lägst
3,685
OmsättningAntal
0,1 23 001
Riskinformation om aktiehandel
Vi vill bara påminna om att börsen ger och tar. Även om sparande i aktier historiskt gett god avkastning över tid finns inga garantier för framtida avkastning. Det finns risk att du inte får tillbaka de pengar du investerat.
Mäklarstatistik
Ingen data hittades
Kunder har även besökt
Visa mer information
Företagshändelser
Visa alla
Nästa händelse
2025 Q4-rapport
19 feb. 2026
Tidigare händelser
2025 Q3-rapport
28 okt.
2025 Q2-rapport
29 juli
2025 Q1-rapport
29 apr.
2024 Q4-rapport
13 feb.
2024 Q3-rapport
24 okt. 2024
Data hämtas från Quartr, FactSet
Relaterade värdepapper
Bull & Bear
2025 Q3-rapport
37 dagar sedan41min
Nyheter & Analyser
Nyheter & Pressmeddelanden
Analyser
Det finns för närvarande inga nyheter
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
Visa alla
Nästa händelse
2025 Q4-rapport
19 feb. 2026
Tidigare händelser
2025 Q3-rapport
28 okt.
2025 Q2-rapport
29 juli
2025 Q1-rapport
29 apr.
2024 Q4-rapport
13 feb.
2024 Q3-rapport
24 okt. 2024
Data hämtas från Quartr, FactSet
Relaterade värdepapper
Bull & Bear
0,60 EUR/aktie
Senaste utdelning
15,67 %Direktavk.
Visa
Shareville
Delta i diskussionerna på SharevilleFå inspiration från tusentals portföljer och diskutera med andra duktiga investerare.
(...CONTINUED 2:2)
What could possibly be the reason for this disappointing performance? Three explanations could be offered:
1) Insider selling, because someone knows about upcoming disappointing results (Q3 is due for reporting on oct. 29)? That would be illegal, but hardly unheard of. I don´t think this is a probable cause, however. (No director dealings have been reported, if you might wonder)
2) Uncertainty, because "the market needs time to digest recent acquisitions"? That was the explanation offered by Kepler Cheuvreux in early august. Sounded reasonable back then, but is no longer satisfying now, when risk appetite seems back on the rise.
3) Strong selling by a big shareholder for reasons unrelated to this particular stock? Quite possible for a small cap company (by german standards): Many institutional investors own considerable minority stakes in the stock. These could be pushed quietly into the marked, if the money is needed in other places. Franklin Templeton Investment Fund and FIL Investments have recently reduced their stakes and might still be active as sellers: http://www.takkt.de/share/takkt_share/shareholder_structure/october-2015.html
Even majority owner Haniel (Metro AG etc.) is known to be somewhat cash-stripped this year after losses in their commodity investments etc. Yet Haniel should not be a seller right now, since they hold barely more than a 50% stake.
Whatever the reason for the current softness in pricing: Takkt is worth keeping a close eye on. When it´s price is finally catching up with the company´s value, things might go very fast, as we often have seen in the SDAX-space.
Disclosure: I took a position in TAKKT AG earlier today in a non-public portfolio @ € 15,79.
For further reading: Takkt AG was portrayed in late july by LYNX. Find the piece here (in german language): https://www.lynxbroker.de/wochenausblick/2015/lynx-wochenausblick-kw-31/aktie-der-woche/
Happy investing!
TAKKT AG is a market leading company in the production, marketing and sale of business equipment in Europe and North America. Often referred to as "a seller of office furniture", Takkt actually offers hundreds of thousands of items in the B2B direct marketing space. It serves about 3 mio. customers in 25 countries, making about 1 billion € in yearly revenues. Are you doing business in office, hotel, restaurant, logistics? Takkt is able to sell you all you could possibly need.
The sector is doing really well in both Europe and America right now. No China scares here.
For that reason, Takkt is a profitable and growing business, established as a spin-off in 1999. The company offers steady growth and reasonable P/E ratios (2015e: 13,5, 2016e: 12,5). It has reasonable and well-managed debt levels. It offers a handsome, steadily growing dividend of about 2,35%, with a low payout rate (30-35%) that is easily covered by free cash flow.
Should analysts be ecstatic about this company? Yes they should - And indeed they are!
This evening (22.10.15) Warburg Research reiterated it´s buy recommendation with a € 20,20 target due to "strong organic growth". Last analysis was by Berenberg Bank (6.8.15), reiterating a buy rating and raising target price to € 22,50 due to solid organic growth, rising margins and a leaner product portfolio. Before that Kepler Cheuvreux (3.8.15) had reiterated it´s buy rating and raised the target to € 21,00 because "strong organic growth in North America and growing dynamics in Europe" should ensure share price outperformance. As far as I know, all analyst covering this stock recommend it as a buy, with Deutsche Bank as a sole exception (reiterating a hold rating on 3.8.15, target € 18,00).
So analysts REALLY ARE ECSTATIC about this stock...!!
Then what is the share price doing?
The stock was trading sideways since march and has dropped to february levels (€ 15-16) here in october - Even ending todays trading in the red, while most other german stocks relished :-(
(TO BE CONTINUED...)
Det ser bra ut, fin beskrivning. Men hur är det möjligt att det har legat på botten i månader?
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
Xetra
Antal
Köp
2 623
3,68
Sälj
Antal
3,715
1 418
Senaste avslut
Tid
Pris
Antal
Köpare
Säljare
-
-
-
-
-
Högst
3,81
VWAP
3,751
Lägst
3,685
OmsättningAntal
0,1 23 001
VWAP
3,751
Högst
3,81
Lägst
3,685
OmsättningAntal
0,1 23 001
Riskinformation om aktiehandel
Vi vill bara påminna om att börsen ger och tar. Även om sparande i aktier historiskt gett god avkastning över tid finns inga garantier för framtida avkastning. Det finns risk att du inte får tillbaka de pengar du investerat.