Puuilo Plc(PUUILO)
(PUUILO)
Q2-rapport
17 dagar sedan
Orderdjup
Stängd
Antal
Köp
26 691
Sälj
Antal
26 281
Senaste avslut
| Tid | Pris | Antal | Köpare | Säljare |
|---|---|---|---|---|
| 155 | - | - | ||
| 95 | - | - | ||
| 86 | - | - | ||
| 77 | - | - | ||
| 58 | - | - |
Volymvägt snittpris (VWAP)
8,045VWAP
8,045Omsättning (EUR)
741 620Vi 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
Företagshändelser
| Nästa händelse | |
|---|---|
| 2023 Affärsgenomgång | 13 dec. |
| Tidigare händelser | ||
|---|---|---|
| 2023 Q2-rapport | 13 sep. | |
| 2023 Q1-rapport | 14 juni | |
| 2023 Affärsgenomgång | 14 juni | |
| 2022 Årsstämma | 16 maj | |
| 2022 Årsrapport | 30 mars |
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.
Q2-rapport
17 dagar sedan
Företagshändelser
| Nästa händelse | |
|---|---|
| 2023 Affärsgenomgång | 13 dec. |
| Tidigare händelser | ||
|---|---|---|
| 2023 Q2-rapport | 13 sep. | |
| 2023 Q1-rapport | 14 juni | |
| 2023 Affärsgenomgång | 14 juni | |
| 2022 Årsstämma | 16 maj | |
| 2022 Årsrapport | 30 mars |
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.
Shareville
21 sep.21 sep.Kannattaakohan vielä ostaa ?
21 sep.21 sep.Olisi vähän liian helppoa jos sijoituspäätökset voisi tehdä takautuvasti. 🧐
Toimitusjohtaja Juha Saarela kertoo Puuilosta sijoituskohteena. https://www.inderes.fi/fi/videot/puuilo-sijoituskohteena-porssisijoittajan-viikko-1492023
Puuilo delivers yet again a new Q with excellent execution and growth. Sadly alot of information and interviews are in finnish and i feel i dont get all the required information needed to keep myself updated. However, thats just my curiosity taken overhand. 20% increase in EPS from Q2 2022 ( 0,18 vs 0,15). H1 2022 vs H1 2023, increase in eps also 20% ( 0,24 vs 0,2). 5 more stores are opened since H1 2022 and more are in the pipeline ( info available on their homesite for investors. Helsinki Konala and Vantaa Varisto are new stores that will be opened before the year ends. The aim for the financial year 2024 is to open at least four new stores). They have increasing customer base and take shares from their competitors. The mix have shifted somewhat to lower price products, but the impact from the higher priced items are minimal, since most item purchased and Puuilo sell are below the EUR 10 mark. They have decreased their inventory and have now built a nice cash buffer ( 50,1mill. Up from 37,8 in compare period last year). Debt is in reality a non-issue for the company. Financial cost have increased somewhat from 1,4 to 2,6. As for the valuation im not quite sure what fair parameter to use for this somewhat niche company. I think we can expect a 10% growth onwards with their current businessplan. More longterm we need to see how they will solve the issue when their businessplan with number of stores are met. As i understand it, they cant just add and add more store within their businessplan and capacity in their network. Assume some big capex will come, but thats not to worry about now as i see it. They still have some years before we reach this point. If we set P/E 15 as a baseline for valuation and average of 10% increase in EPS each year ( which in my mind is fairly conservative given the growth and yield on 5%. However, its a small company and a premium is not granted in my opinion) , then we have chance to get 11-12% CAGR in return for any given period between 2026 and 2030. With that in mind, then the current valuation for reporting period ending Januar 2024 ( Price EUR 7,55 gives us forward P/E 16,41). For reporting period ending January 2025 we get P/E 13,72. Are these figures too conservative or optimistic? From my view, the current price of EUR 7,55 is not cheap based on current metrics, but the growth potensial is very interesting and gives oppertunities. Recommendations are not allowed, so all figures to be analyzed individually and recommend to check the reporting figures and business plan. Personally i dig this company. There are risk elements since the inflation is still high and it is a small company. However, they are low price with high% of private labels which gives them high GM and most items are low value. They are also not loaded with debt or complex administration. Customers seems to enjoy their products and taking market share.
I like the company too. Very down-to-earth approach, good margins, nice stores to visit with friendly, helpful and easy to reach salespersons.
Diskutera på Shareville
Dela med dig eller ta del av kunskap och inspiration i vårt nätverk för investerare.
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.
Q2-rapport
17 dagar sedan
Företagshändelser
| Nästa händelse | |
|---|---|
| 2023 Affärsgenomgång | 13 dec. |
| Tidigare händelser | ||
|---|---|---|
| 2023 Q2-rapport | 13 sep. | |
| 2023 Q1-rapport | 14 juni | |
| 2023 Affärsgenomgång | 14 juni | |
| 2022 Årsstämma | 16 maj | |
| 2022 Årsrapport | 30 mars |
Data hämtas från Millistream, Quartr
Shareville
- 21 sep.21 sep.Kannattaakohan vielä ostaa ?21 sep.21 sep.Olisi vähän liian helppoa jos sijoituspäätökset voisi tehdä takautuvasti. 🧐
- Toimitusjohtaja Juha Saarela kertoo Puuilosta sijoituskohteena. https://www.inderes.fi/fi/videot/puuilo-sijoituskohteena-porssisijoittajan-viikko-1492023
- Puuilo delivers yet again a new Q with excellent execution and growth. Sadly alot of information and interviews are in finnish and i feel i dont get all the required information needed to keep myself updated. However, thats just my curiosity taken overhand. 20% increase in EPS from Q2 2022 ( 0,18 vs 0,15). H1 2022 vs H1 2023, increase in eps also 20% ( 0,24 vs 0,2). 5 more stores are opened since H1 2022 and more are in the pipeline ( info available on their homesite for investors. Helsinki Konala and Vantaa Varisto are new stores that will be opened before the year ends. The aim for the financial year 2024 is to open at least four new stores). They have increasing customer base and take shares from their competitors. The mix have shifted somewhat to lower price products, but the impact from the higher priced items are minimal, since most item purchased and Puuilo sell are below the EUR 10 mark. They have decreased their inventory and have now built a nice cash buffer ( 50,1mill. Up from 37,8 in compare period last year). Debt is in reality a non-issue for the company. Financial cost have increased somewhat from 1,4 to 2,6. As for the valuation im not quite sure what fair parameter to use for this somewhat niche company. I think we can expect a 10% growth onwards with their current businessplan. More longterm we need to see how they will solve the issue when their businessplan with number of stores are met. As i understand it, they cant just add and add more store within their businessplan and capacity in their network. Assume some big capex will come, but thats not to worry about now as i see it. They still have some years before we reach this point. If we set P/E 15 as a baseline for valuation and average of 10% increase in EPS each year ( which in my mind is fairly conservative given the growth and yield on 5%. However, its a small company and a premium is not granted in my opinion) , then we have chance to get 11-12% CAGR in return for any given period between 2026 and 2030. With that in mind, then the current valuation for reporting period ending Januar 2024 ( Price EUR 7,55 gives us forward P/E 16,41). For reporting period ending January 2025 we get P/E 13,72. Are these figures too conservative or optimistic? From my view, the current price of EUR 7,55 is not cheap based on current metrics, but the growth potensial is very interesting and gives oppertunities. Recommendations are not allowed, so all figures to be analyzed individually and recommend to check the reporting figures and business plan. Personally i dig this company. There are risk elements since the inflation is still high and it is a small company. However, they are low price with high% of private labels which gives them high GM and most items are low value. They are also not loaded with debt or complex administration. Customers seems to enjoy their products and taking market share.I like the company too. Very down-to-earth approach, good margins, nice stores to visit with friendly, helpful and easy to reach salespersons.
Diskutera på Shareville
Dela med dig eller ta del av kunskap och inspiration i vårt nätverk för investerare.
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
26 691
Sälj
Antal
26 281
Senaste avslut
| Tid | Pris | Antal | Köpare | Säljare |
|---|---|---|---|---|
| 155 | - | - | ||
| 95 | - | - | ||
| 86 | - | - | ||
| 77 | - | - | ||
| 58 | - | - |
Volymvägt snittpris (VWAP)
8,045VWAP
8,045Omsättning (EUR)
741 620Vi 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
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.
Nyckeldata
- P/E-
- P/E*-
- P/B-
- P/S-
- Utdelning/aktie-
- EPS-
- Direktavkastning-
- EPS tillväxt*-
- PEG-
*Baserat på estimat
Finansiell översikt
Morningstar faktablad
Ingen data hittades.
Bolagsöversikt
Ingen sammanfattning finns tillgänglig.
- Företagsnamn-
- VD-
- E-post-
- Hemsida-
- Säte-
- Antal aktier-
- Börsvärde-
Om värdepapperet
- NamnPuuilo Plc
- ISINFI4000507124
- Sektor-
- Bransch-
- KortnamnPUUILO
- Introduktionsdatum-
- Antal ägare hos Nordnet-
- Belåningsgrad50%
- Säkerhetskrav150%
- BlankningsbarNej