2022's mörnijät™ top 3

General
1

The goal, as the name suggests, is to guess (know) companies that are “crawlers” in terms of their business and stock price.

In other words, companies that could be so-called bond substitutes.

My list

  1. Sampo

Consistently reliable. Odorless and tasteless. A meme stock.

  1. Kone

China’s weaknesses are already priced into the stock, and on the other hand, the US infrastructure package will help.

  1. QT

A wild choice, but I don’t see any major threats in the business (except Flutter), and on the other hand, €120/share next year is not insanely high if the outlook remains the same. Valuation risk certainly exists.

I believe and hope that companies realize they should stay away from Google (=Flutter).

11 Likes
3
  1. Telia
  2. Kemira
  3. Sanoma

Nothing new or amazing is expected. Dividends to the account, and for the rest of the year, we’ll be staring at a dead man’s ECG.

6 Likes
4
  1. Viafin
  2. LeadDesk
  3. TietoEvry
1 Like
5

Tietoevry continues its endless plodding between 26 and 27 euros, and if it really goes wild, it might even move between 25 and 30 euros.

Nokian Renkaat continues its life around 30 euros, and Citycon goes around 7 euros, perhaps slowly drifting down towards 6 euros.

7 Likes
6

  1. VerkkokauppaCom.

  2. TietoEvry.

  3. Finnair.

(No basis in reality. Just guesswork.)

2 Likes
7

Telia is probably the role model for laggards, found in Stone Age paintings as the top laggard of 5000 BCE :slight_smile:

Outokumpu is pretty much in the same category, though a bit more sensitive to economic cycles over several years. But next year is unlikely to change the situation. If the 1.1. vs 31.12. share price is anything other than +/- 1 percentage point, then surprised Pikachu.

Citycon is probably also quite flat. The share price has shown almost no life since the COVID dip :smiley:

2 Likes
8
  1. Tieto
  2. Kemira
  3. Tieto
  4. Kemira
  5. Tieto
  6. Kemira
  7. Tieto
  8. Tieto
  9. Tieto
  10. Kemira
13 Likes
9
  1. Kemira: The unbeatable crawl king won’t find a challenger this year either.
  2. TietoEvry: Valuation multiples will rise to the level of competitors, but not this decade.
  3. Elisa: results will rise, but the unwinding of valuation will level the playing field, resulting in a flatline.
    All are naturally found in my own portfolio.
9 Likes
10
  1. Tieto
  2. Olvi
  3. Elisa
3 Likes
11
  1. Sampo
  2. Telia
  3. Elisa
5 Likes
12
  1. Kemira
  2. Huhtamäki
  3. Lassila&Tikanoja
13

Sampo
Telia
Orion

All good dividend payers, but, but…

2 Likes
14
  1. Tietoevry
  2. Sampo
  3. Telia

These don’t need much explanation.

1 Like
15
  1. Telia
  2. Orion
  3. Huhtamäki
16

Of course, I have to participate in this competition with stocks from my own portfolio:

  1. Orion - just as reliably sluggish as Telia
  2. Sampo - expecting its valuation to rise to the level of its peers next year as well
  3. Kamux - a wildcard, the forum’s (former?) favorite, which won’t open a single new store in Germany all next year
1 Like
17

Sampo, Raute, and Lassila & Tikanoja - of course, I have all of these in my portfolio.

I also believe that the share price development of companies like SRV, Lehto, and Ovaro will continue to move horizontally at most.
(At least I haven’t acquired these)

18

  1. Tietoevry

  2. Kemira

  3. Vincit

1-2 will churn in place all year, 3 may rise and eventually return to its starting point.

1 Like
19
  1. Finnair
  2. UPM
  3. Inderes
1 Like
20
  1. Ovaro
  2. Finnair
  3. Martela
21

1kempower 2qt3puuilo

1 Like