Enento Group - Quality, dividend, and/or growth?

These are interesting times. Otava is increasing its control in Alma, and the Broman Foundation has also become a shareholder in Enento with a holding of 12,000 shares, which is still a relatively modest amount, of course. As I understand it, the Bromans are related to the Reenpääs, who are the owners of Otava. Eero Broman is, among other things, influential on Alma’s board.

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Kauppalehti left Enento off the dividend list.

Dividend season begins on the Helsinki Stock Exchange: 17 companies offer over 5% dividend yield, up to 12% yield for those acting in time | Kauppalehti

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It was apparently left out quite intentionally: “The list does not include companies that distribute their dividends in two installments.”

I certainly don’t understand why they want to compile a list of only the over-5-percent yields for the spring. I doubt there will be a new list in the autumn to hype up the top dividend payers of the fall. :smiling_face_with_horns:

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A small block trade of 5,000 shares on Friday at a price of 14.70 EUR.

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In my opinion, no significant changes in the top 100 shareholder list. SP Fund Management was a relatively large seller and Danske Invest a relatively large buyer. Otherwise, small changes, mainly additions.

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The new CEO’s new organizational model.

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Here are also Roni’s comments on how Enento is moving to a country-specific organizational model :slight_smile:

Enento Group announced yesterday that it is moving to a country-specific operating model, which replaces the current structure based on business areas. At the same time, the company is renewing its executive management team and segment reporting, which will improve transparency regarding development in different countries. The change in the organizational model is not surprising considering that a new CEO started earlier this year, and the change has no impact on our forecasts or view.

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