RedEye said that the reception will be mixed. Well, the range has been 107-130 SEK.
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Ponsse has managed to push upwards out of a sideways channel and is strongly above the 200-day moving average (1D). Still monitoring to see if a turnaround has occurred.
At the same time, I noticedâI wonder if I dare to put money into it when the P/E ratio is so wild 
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They plan to buy back their own shares. Edit to avoid a wrong impression: meaning no published buyback program yet, but they just updated their long-term plan for shareholder remuneration via buybacks.
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Hit my -10% stop this morning and the market heard it.
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I was stunned to see whatâs lifting portfolios right nowâitâs Norwegian.
Of course Metacon too, but thatâs just normal
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@Alex_af_Heurlin1âs tweet about Kojamo and Ovaro. 
https://x.com/alexafheurlin/status/1793599842549411908
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Off it goes, to Mars or something.
And my own portfolio hit its ATH nicely, driven by thisâŠ
Funny how the indices are on a sled ride, but NVIDIA, Supermicro, and AMD are rising.
âSell all the other trash, buy AI stocksâ? 
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Polestar is taking a bit of a hit again. Apparently, the ERs keep getting delayed. Q1 was supposed to be released today, but it wasnât, and the 2023 FY is still missing, with no communication from the company regarding the matter.
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OPâs target price has been in the news again.
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Juha Varis; Fortum and share price performance vs European Utility sector
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A bit of repetition, but this one still managed a good final sprint.
Inderes estimates revenue for -24 in their base case at 148Mkr and the -25 base case at 304Mkr. Strong growth then; time will tell if it materializes and with what kind of âmarginâ.
With a massive surge, it has now reached an MCAP of 377Mkr. Not just today, but for several days in a row now. Time will tell when the music stops, or if it stops at all.
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Well, I certainly wouldnât want to see the markets turn that gloomy 
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I have quite a few US stocks across three different portfolios as well, and two of them stayed in the green today. NVDA and one other. What a perfect bear market day.
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I wonder how Hesuli (Helsinki) will do tomorrow? 
https://keskustelut.inderes.fi/t/porssin-paivaliikkeet-ja-korjaukset-karhunpesa-harkataisteluareena/3756/8198?u=lappuliisa
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There has been some rotation into the utilities sector over the last 3 months, as XLUâs performance looks very similar over that period, but Fortum has just had greater leverage. XLU has otherwise been one of the best-performing sectors over the last 3 months, while XME and SMH were at roughly the same level. If we look at even narrower industries, GDX/SIL would clearly be in the lead (+30%/+45%), but I didnât include them there.
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I was wondering what was lifting Herantis Pharma, and a block of >60K at @1.45 was eaten up in a few days⊠well, itâs clear now, and thanks for the help since I no longer have active credentials for Kauppalehti. 
Edit: well, a big seller returned even more determined and seems to be demanding lower price levels⊠there are +3M shares available if needed if they have decided that we wonât rise above this level (Citi, Robur Fonder, and Nano).
Edit2:
In a couple of years, the return is -6.3%. A two-month hype period started in December 2022, which finally melted away in the summer of 2023 
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Kempower is edging higher, but Iâm hopefully waiting for some bigger news to trigger a proper surge.
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Could it be due to the change of auditor? The former one has received a couple of remarks from market regulators. The new one is Deloitte.
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The greatest uncertainty regarding the company has likely cleared, and in my opinion, it is very attractively priced based on valuation multiples, so I wouldnât be surprised if the market agrees 
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(The OP app doesnât allow taking screenshots, so letâs go with this.)
This is nice to follow. On May 7th, the share price was split into four parts when the stock value had already climbed over 900 crowns. Now the value has already risen to 250 crowns, meaning in a way weâre already at 1000 crowns, if it hadnât been split.
In the Saab thread, thereâs a linked video where an Inderes guy interviews some Saab fellow. (By the way, this Saab guy is quite a sight. Proper messy hair. You wouldnât guess right away from his appearance that the lad is a big shot at a defense company ) Well, in any case, according to him, Saab is doing better than ever. Order books are screaming red and the finances are in better shape than ever.
I put my âŹ750 tax refund into this last autumn and I havenât regretted it so far. I invested in a âmegatrendâ and against Putlerâs atrocities. If only I knew how to sell or trim my position at the right time, that would be good. But for now, I have no desire to sell. I might be forced into a partial sale, though, as my younger son wants a light motorcycle.
Just a bit of a longer ramble this time. Go ahead and post your thoughts and news. In the Saab thread, if you feel like it.
-Suppis-
https://keskustelut.inderes.fi/t/saab-sinkoja-ja-sukellusveneita/42349
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