Inderes Coffee Room (Part 9)

[Osinkosijoittaja]

Happy Visa’s Name Day to all owners!

[Mauri]

Are there still Inderes’s “community specialists” in the coffee room who haven’t yet noticed that the nomination of a community member for Inderes Oyj’s Nomination and Remuneration Committee is open?

The essence of the committee’s work is essentially to form the best possible board for the company and decide on its remuneration. Your colleagues will be @Juha_Kinnunen, @Sauli_Vilen, @Mikael_Rautanen, a member chosen by Inderes’s employees from among themselves, and the chairman of the board.

@Mauri

Allow me to further clarify @Juha_Kinnunen’s description of the nomination process.

It is now open, and candidates interested in the community member position can nominate themselves in this discussion.

[CitizenJ]

@Shinjuku-mies

• OP-Asia Index (€175, 60th monthly addition in order)
• OP-World Index (€175, 85th monthly addition in order)

Please note that the OP-Asia Index invests in developed Asia, and therefore does not replace an emerging markets fund. In practice, you are overweighting Japan and Australia.

[Shinjuku-mies]

@CitizenJ

Have you noticed that the OP-Asia index invests in developed Asia, and therefore does not replace an emerging markets fund. In practice, you are overweighting Japan and Australia.

I’m aware of that, I no longer invest in emerging markets, though I did previously through an ETF. As a Japan fan, the Japanese market fits perfectly into the portfolio via the index, no need to buy an expensive bank’s own fund separately.

[Sijoittaja-alokas]

Here is a high-quality and interesting earnings season preview made by Juha.

Tuloskausiennakko Q4’24: Tuloskasvunäkymä hakee vahvistusta ohjeistuksista -...

• The premises for the Helsinki Stock Exchange’s Q4’24 earnings season are still relatively subdued at a high level, as the economic situation has remained weak in Finland and more generally in Europe.
• Despite the weak demand situation, we expect average revenue to rise slightly, but organic growth is challenging for most industries in this situation.
• We expect the average listed company’s earnings to have grown strongly from a subdued comparison period, which sounds optimistic, at least without strong revenue growth.
• Profitability is supported by the cost-saving measures taken by companies.
• After the wave of earnings warnings in the autumn and late year, there have been a reasonable number of negative earnings warnings, but risks still partly exist.

[N.K]

@Mauri

SSAB doesn’t seem to be Inderes’ corporate client, at least for now.

SSAB was under Inderes’ coverage for one year, but then terminated the agreement. I don’t remember the year right now

[Petri_Gostowski]

The year was 2019-2020, so it’s been a while since then already

[CitizenJ]

https://www.reddit.com/r/wallstreetbets/comments/1i6k39f/i_recorded_myself_instantly_losing_500k_of_my/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button

[Sijoittaja-alokas]

@Mauri

I wonder if there are still Inderes “community specialists” in the coffee room who haven’t noticed yet that the nomination of candidates for the community member position of Inderes Oyj’s Nomination and Remuneration Committee is open?

The core task of the committee is practically to form the best possible board for the company and decide on its remuneration. Your colleagues will be @Juha_Kinnunen, @Sauli_Vilen, @Mikael_Rautanen, a member chosen by Inderes employees from among themselves, and the chairman of the board.

@Mauri

I will allow myself to further clarify @Juha_Kinnunen’s description of the candidate nomination process.

It is now open, and candidates interested in the community member position can nominate themselves in this discussion.

I asked questions for the candidates, so feel free to answer in that thread if this important task interests you!

https://keskustelut.inderes.fi/t/inderesin-osakkeenomistajien-nimitys-ja-palkitsemistoimikunta/33176/97?u=sijoittaja-alokas

[Sijoittaja-alokas]

Henri Huovinen makes an interesting point regarding major American companies.

https://x.com/HenriHuovinen2/status/1882107936048107593

[vanha_Qfwfq]

The increase in pension companies’ equity risk won’t happen overnight, so with good luck, the excess air will have time to leak out of the bubble before then. And by ‘bubble’, I’m not referring to our beloved Hesuli.

[Divinesia]

True, now we must hope that Finnish bureaucracy works exactly as reliably as always: slowly.

[Jackwelshh]

@Divinesia

True, now one must hope that Finnish bureaucracy works exactly as reliably as always: slowly.

This is a strong bet.

Perhaps pension companies will be able to suitably increase their equity weighting in a few years, when the S&P 500 slides down a suitable sledding hill.

You can borrow a sled from Hesuli anytime!
The only downside might be that the investment meme thread will get less quality Hesuli entertainment. Now it’s gushing profusely. An inexhaustible natural resource in question(?).

[Mika12345]

Oh yes, ‘I sold all Hesulit, bought America’ will become memes…"

[Dissidentti]

Finland is Europe’s number one!

https://x.com/viren_matti/status/1882045622762762503

[DayTraderXL]

https://x.com/faststocknewss/status/1882110389451899261
Musk is starting to tackle the Stargate project

[Sijoittaja-alokas]

@Johannes_Sippola

I’m definitely running again right away now

@Voiceman

I could also put myself forward as a candidate.

A couple of competent people have already put themselves forward as community member candidates for the shareholders’ nomination and remuneration committee.

[Sijoittaja-alokas]

Here are the world’s largest stock exchanges for 2024

https://x.com/Globalstats11/status/1881954152529395939

[Ma_oon_lentaja]

https://keskustelut.inderes.fi/t/withsecure-sijoituskohteena/576/696?u=ma_oon_lentaja

Some people seemed to have better information already yesterday.

[Iikka]

It certainly looks suspicious when a stock goes from being down just over one percent to being up 4.5% within a single day, just one day before significant news.