If I had to choose 3 companies to avoid for the rest of the year right now, they would be:
KEMPOWER 
OMA SÄÄSTÖPANKKI🚩
NESTE🚩 (I believe in a turnaround, though)
If I had to choose 2 companies with a high risk/reward ratio worth buying right now, they would be:
OPTOMED✅
FARON✅
If I had to choose a company that will be bought out from the stock exchange this year, it would be:
ENENTO✅
If I had to choose a company that will list on the stock exchange this autumn, it would be:
SOLAR FOODS✅
As a former speculator and current index investor, I almost relapsed just now since it’s quiet at work and there was some price action with Kempower. I have margin available in my portfolio, so it would have been easy to take a small trade in the morning volatility. My finger was already on the buy button, but luckily I managed to restrain myself.
I’ve often thought the same. So why should one invest specifically in Finland, when the share base will soon move to the US anyway?
It’s worth recognizing a skilled professional here, and not just a strong personality who thinks they know what they’re doing 
In the army, what happened was the leader led us astray and the rest just followed the tracks in the snow 
that turned into quite a long trip, too.
Hi!
Today I published the interview later than usual, apologies for that! 
Have a great weekend!
The dog earned itself a feast.
Yesterday evening on a walk, I started scrolling through my phone while the dog stopped to sniff a bush. I noticed Kempower’s (Kentsu’s) negative profit warning and sold my shares at ~€23.
Otherwise, I definitely would have missed it while the market was open.
Despite this human error, Alokas, celebrating their fourth anniversary, still enjoys the community’s trust – at least for now.
By the way, we’re going to see some home-grown inflation on September 1st when the general VAT rate rises from 24% to 25.5%. It’s actually a pretty good time for it, since price increases have otherwise slowed to almost nothing. However, it’s possible that companies will try to milk one last round of price hikes for a while in this context. It’s easy to pull a fast one on the average consumer by raising prices slightly more than the VAT increase requires. I’m not sure about others, but my beloved electricity distribution company announced they’re raising prices in the same shuffle. To their credit, they did break down how much of the increase is due to taxes and how much is the company’s own doing. Naturally, the company’s own hike is slightly larger in magnitude than the tax increase. The total cost is going up by about 5% per month.
Overall, I’d expect inflation figures for the rest of the year to surprise on the upside (meaning negatively for the consumer). It’ll be interesting to see how the already depleted Finnish consumer reacts with their spending decisions. For me at least, the rest of the year is going to be a pretty quiet time for purchases, except for Christmas.
Aren’t holiday bonuses paid around July and August? You’d think they’d provide a bit of a boost to the domestic market. My wife and I are getting our holiday bonuses on Monday. I’ve been planning a little renovation for the outdoor sauna, and I need to build a spot for an air source heat pump in the kitchen. A washing machine broke at my wife’s house recently, so that’s on the list too. I also booked a service for the car on Monday to replace two tires. It’s funny how you always find “money pits” whenever you get a little extra; well, the economy runs on consumption.
It probably helps to a small extent, but a fair amount of the summer is already behind us and it hasn’t been visible, at least at Kesko. Or then it has, and without them, the drop would have been larger. 
In a small number of companies, all holiday bonuses are paid out en masse in May or June. In probably the majority of firms, they are paid just before the holiday (whenever that may be), so July is likely the last “big” month in that respect. September is presumably when the fewest holidays are taken during the summer vacation season, alongside May.
But as holiday bonus leave (trading pay for time off) gradually becomes more common, less holiday pay will likely be paid out year after year.
As far as I know, summer and holiday bonuses come at roughly the same time every year, so it’s much of a muchness.
Of course, it’s possible that the government will come up with some kind of cut for this, and a year from now, people won’t have the money for all their summer shopping.
Employers pay holiday bonuses at different times. Mine pays them all once a year in June, but I know people who receive their holiday bonuses when they take their leave, even if it’s in October, for example.
I can’t say which practice is more common.
It’s actually quite exciting that the holiday bonus coming on Monday will be the first of my career. In my previous job, such bonuses weren’t included in the collective agreement, but the length of the summer holiday definitely made up for the lack of them. The money is already earmarked for a couple of Airbnb bookings. So, I’m basically just using it to pay off my credit card debt to zero. That’s a whole other story, of course, as to activate the travel insurance linked to the credit card, more than 50% of the travel costs must be paid with the card.
Now that both the Democrats and Republicans in the United States have a national problem with their candidates, how about a dark horse? He has experience, with one presidential election already under his belt. He knows the economy and the stock market, so he’ll get the Republican votes. He’s younger than Biden, more charismatic, and knows how to unite the Inde forum, so the Democrat camp won’t be able to resist him either.
Let’s put @Verneri_Pulkkinen on the first flight to Washington as an Independent candidate. 
?
Kempower’s Head of Investor Relations today:
Hi!
I received a private request that when replying to messages in threads discussing different companies, the specific company being discussed should be mentioned in the post. Sometimes, for instance, a reply is made to a much older message further up the thread, and other companies have been discussed in the meantime; in these cases, mentioning the company would be a good idea. Of course, if you click the button in the top right corner of the message shown below, you can see which message is being replied to:
However, using the quote function would likely help with this, so the reader can immediately see which message is being replied to:
Thanks and have a nice Friday!
It’s rare to see this much wisdom in two sentences.
It wasn’t long ago that I criticized Kempower’s non-existent investor communications. They didn’t communicate when things were booming, and they aren’t now that things are bleak.
I’m still pondering and digesting what to do here. Trust in management is completely gone, but trust in the electrification of motoring and Kempo’s products is not.
To celebrate the earnings season, Premium is now available at a discounted price. 
I don’t understand much about mathematics, but Nordnet’s portfolio performance calculation is… of unique quality.
It follows the weighted average. I have a €70 OmaSP position, which lowers the annual return as much as the largest one in the portfolio. Only the euro amount matters.
https://keskustelut.inderes.fi/t/salkkujen-tuotto/1340/3542?u=lappuliisa