>consumer staples getting pummeled
this isn't your average everyday recession
this is
advanced recession
this isn't your average everyday recession
this is
advanced recession
November 1, 2025 at 6:44 AM
>consumer staples getting pummeled
this isn't your average everyday recession
this is
advanced recession
this isn't your average everyday recession
this is
advanced recession
“.. Salesforce is trading at forward P/E and EV/EBIT below the 2007/08 financial crisis.”
- @koyfin.bsky.social #$CRM
- @koyfin.bsky.social #$CRM
April 9, 2026 at 3:28 PM
“.. Salesforce is trading at forward P/E and EV/EBIT below the 2007/08 financial crisis.”
- @koyfin.bsky.social #$CRM
- @koyfin.bsky.social #$CRM
Analysts were at 4.9% automotive EBIT margin with an 11% EBIT/14% adjusted net decline YoY so yeah this is uh, a disaster guide.
*BMW: ADJUSTMENT OF 2026 GUIDANCE
*BMW SEES FY AUTOMOTIVE EBIT MARGIN 1% TO 3%, SAW 4% TO 6%
*BMW SEES PROFIT PRETAX SIGNIFICANT DECREASE VERSUS PRIOR YEAR
*BMW: ADJUSTMENT OF 2026 GUIDANCE
*BMW SEES FY AUTOMOTIVE EBIT MARGIN 1% TO 3%, SAW 4% TO 6%
*BMW SEES PROFIT PRETAX SIGNIFICANT DECREASE VERSUS PRIOR YEAR
June 16, 2026 at 3:50 PM
Analysts were at 4.9% automotive EBIT margin with an 11% EBIT/14% adjusted net decline YoY so yeah this is uh, a disaster guide.
*BMW: ADJUSTMENT OF 2026 GUIDANCE
*BMW SEES FY AUTOMOTIVE EBIT MARGIN 1% TO 3%, SAW 4% TO 6%
*BMW SEES PROFIT PRETAX SIGNIFICANT DECREASE VERSUS PRIOR YEAR
*BMW: ADJUSTMENT OF 2026 GUIDANCE
*BMW SEES FY AUTOMOTIVE EBIT MARGIN 1% TO 3%, SAW 4% TO 6%
*BMW SEES PROFIT PRETAX SIGNIFICANT DECREASE VERSUS PRIOR YEAR
Kontrar med ev/ebit 7 på e2025. På modesta multipel om 10x ebit finns ~30% uppsida
#Nilörn
Ev ebit 9
Yield 8% på detta priset till låg risk. Aktien gick oförtjänt ner på rapporten och jag har börjat köpa den.
Fair value 88 och Mos över 30%
Kassako man kan lägga i byrålådan?
#finanstwitter
Ev ebit 9
Yield 8% på detta priset till låg risk. Aktien gick oförtjänt ner på rapporten och jag har börjat köpa den.
Fair value 88 och Mos över 30%
Kassako man kan lägga i byrålådan?
#finanstwitter
February 27, 2025 at 11:58 AM
Kontrar med ev/ebit 7 på e2025. På modesta multipel om 10x ebit finns ~30% uppsida
so ford is operated at a loss last quarter despite record revenues because they took $800m in tariff charges in q2 (when tariffs were lower than now) - and ford is just one company.
this is getting quite bad now.
s205.q4cdn.com/882619693/fi...
this is getting quite bad now.
s205.q4cdn.com/882619693/fi...
August 8, 2025 at 3:30 AM
so ford is operated at a loss last quarter despite record revenues because they took $800m in tariff charges in q2 (when tariffs were lower than now) - and ford is just one company.
this is getting quite bad now.
s205.q4cdn.com/882619693/fi...
this is getting quite bad now.
s205.q4cdn.com/882619693/fi...
I ned the abilaty to ebit my pots.
November 28, 2024 at 1:44 AM
I ned the abilaty to ebit my pots.
Rigtig bra af Nelly, nu hvor man har bevist at man kan vækste og samtidig øge EBIT, så burde multiple stige. Jeg tænker EV/EBIT 15x er fair. Helena har gjort det fantastisk!
July 15, 2025 at 8:03 AM
Rigtig bra af Nelly, nu hvor man har bevist at man kan vækste og samtidig øge EBIT, så burde multiple stige. Jeg tænker EV/EBIT 15x er fair. Helena har gjort det fantastisk!
#Cheffelo Q2-2025
Omsättning: 261,7 (256,6)
YoY: 1,9%
CER: 5,1%
EBIT: 21,4
EBIT-%: 8,2% (7,6%)
Sälj- Marknadsföring: 7,5% av omsättning (8,8%)
#Finanstwitter #Borsdataspotlight
Omsättning: 261,7 (256,6)
YoY: 1,9%
CER: 5,1%
EBIT: 21,4
EBIT-%: 8,2% (7,6%)
Sälj- Marknadsföring: 7,5% av omsättning (8,8%)
#Finanstwitter #Borsdataspotlight
August 20, 2025 at 6:09 AM
#Cheffelo Q2-2025
Omsättning: 261,7 (256,6)
YoY: 1,9%
CER: 5,1%
EBIT: 21,4
EBIT-%: 8,2% (7,6%)
Sälj- Marknadsföring: 7,5% av omsättning (8,8%)
#Finanstwitter #Borsdataspotlight
Omsättning: 261,7 (256,6)
YoY: 1,9%
CER: 5,1%
EBIT: 21,4
EBIT-%: 8,2% (7,6%)
Sälj- Marknadsföring: 7,5% av omsättning (8,8%)
#Finanstwitter #Borsdataspotlight
gagging up a litl ebit of poisin you know
August 26, 2026 at 12:12 AM
gagging up a litl ebit of poisin you know
@thelifeofsharks.com every person who closes their FB accounts for a year costs Zuck $448 - $16 EBIT per user * 28 EV/E multiple.
Every user who withdraws weakens the network, accelerating more people to leave.
Every user who withdraws weakens the network, accelerating more people to leave.
January 9, 2025 at 7:29 PM
@thelifeofsharks.com every person who closes their FB accounts for a year costs Zuck $448 - $16 EBIT per user * 28 EV/E multiple.
Every user who withdraws weakens the network, accelerating more people to leave.
Every user who withdraws weakens the network, accelerating more people to leave.
The case that I see the highest potential upside in for 2026 is Hove. Hove offers services and grease primarily to the wind turbine industry. Market cap 125m, net assets 62m, midpoint forecast 20m EBIT (2025), trading at EV/EBIT 5.75
January 1, 2026 at 4:05 PM
The case that I see the highest potential upside in for 2026 is Hove. Hove offers services and grease primarily to the wind turbine industry. Market cap 125m, net assets 62m, midpoint forecast 20m EBIT (2025), trading at EV/EBIT 5.75
Fantastisk q1 fra Nelly, tænker de kan nå 140m i EBIT og med 5-10% vækst er en EBIT multiple på 12x rimelig derfor cirka 50% upside fra nuværende niveau.
April 24, 2025 at 7:13 AM
Fantastisk q1 fra Nelly, tænker de kan nå 140m i EBIT og med 5-10% vækst er en EBIT multiple på 12x rimelig derfor cirka 50% upside fra nuværende niveau.
Ford beats and outlook better than expected despite larger tariff hit.
*FORD 2Q ADJ EBIT $2.1B, EST. $1.91B
*FORD 2Q TARIFF IMPACT OF $800M
*FORD REINSTATES FY GUIDANCE
*FORD SEES FY NET TARIFF HEADWIND ABOUT $2B, SAW $1.5B
*FORD SEES FY ADJ. EBIT $6.5B TO $7.5B, EST. $6.84B
*FORD 2Q ADJ EBIT $2.1B, EST. $1.91B
*FORD 2Q TARIFF IMPACT OF $800M
*FORD REINSTATES FY GUIDANCE
*FORD SEES FY NET TARIFF HEADWIND ABOUT $2B, SAW $1.5B
*FORD SEES FY ADJ. EBIT $6.5B TO $7.5B, EST. $6.84B
July 30, 2025 at 8:06 PM
Ford beats and outlook better than expected despite larger tariff hit.
*FORD 2Q ADJ EBIT $2.1B, EST. $1.91B
*FORD 2Q TARIFF IMPACT OF $800M
*FORD REINSTATES FY GUIDANCE
*FORD SEES FY NET TARIFF HEADWIND ABOUT $2B, SAW $1.5B
*FORD SEES FY ADJ. EBIT $6.5B TO $7.5B, EST. $6.84B
*FORD 2Q ADJ EBIT $2.1B, EST. $1.91B
*FORD 2Q TARIFF IMPACT OF $800M
*FORD REINSTATES FY GUIDANCE
*FORD SEES FY NET TARIFF HEADWIND ABOUT $2B, SAW $1.5B
*FORD SEES FY ADJ. EBIT $6.5B TO $7.5B, EST. $6.84B
Lifco køber en dansk virksomhed som laver rustfri stål løsninger til legepladser, de har en EBIT margin på cirka 50%.. Niche bolag kan få sindsyge EBIT marginer...
April 5, 2025 at 7:02 AM
Lifco køber en dansk virksomhed som laver rustfri stål løsninger til legepladser, de har en EBIT margin på cirka 50%.. Niche bolag kan få sindsyge EBIT marginer...
oof Daimler Truck beat Q2 but full year guide was way below consensus and they're cutting NA truck market guide. Not great
*DAIMLER TRUCK 2Q ADJ. EBIT EU1.12B, EST. EU1.05B
*DAIMLER TRUCK SEES FY ADJ. EBIT EU3.6B TO EU4.1B, EST. EU4.18B
*DAIMLER TRUCK LOWERS FY N. AMERICA UNIT SALES VOLUME GUIDANCE
*DAIMLER TRUCK 2Q ADJ. EBIT EU1.12B, EST. EU1.05B
*DAIMLER TRUCK SEES FY ADJ. EBIT EU3.6B TO EU4.1B, EST. EU4.18B
*DAIMLER TRUCK LOWERS FY N. AMERICA UNIT SALES VOLUME GUIDANCE
July 31, 2025 at 4:23 PM
oof Daimler Truck beat Q2 but full year guide was way below consensus and they're cutting NA truck market guide. Not great
*DAIMLER TRUCK 2Q ADJ. EBIT EU1.12B, EST. EU1.05B
*DAIMLER TRUCK SEES FY ADJ. EBIT EU3.6B TO EU4.1B, EST. EU4.18B
*DAIMLER TRUCK LOWERS FY N. AMERICA UNIT SALES VOLUME GUIDANCE
*DAIMLER TRUCK 2Q ADJ. EBIT EU1.12B, EST. EU1.05B
*DAIMLER TRUCK SEES FY ADJ. EBIT EU3.6B TO EU4.1B, EST. EU4.18B
*DAIMLER TRUCK LOWERS FY N. AMERICA UNIT SALES VOLUME GUIDANCE
Plockade in RVRC under 42kr i morse när den föll lite oförtjänt mkt på en OK rapport. 6% tillväxt och 20% EBIT R12 i en tuff marknad (Fenix -6% tillväxt och 4% EBIT som jmf).
>7% direktavkastning senaste året tack vare utdelning och återköp. Juli-rebound med 10% tillväxt och nu 12x EBIT efter idag.
>7% direktavkastning senaste året tack vare utdelning och återköp. Juli-rebound med 10% tillväxt och nu 12x EBIT efter idag.
August 12, 2025 at 9:09 PM
Plockade in RVRC under 42kr i morse när den föll lite oförtjänt mkt på en OK rapport. 6% tillväxt och 20% EBIT R12 i en tuff marknad (Fenix -6% tillväxt och 4% EBIT som jmf).
>7% direktavkastning senaste året tack vare utdelning och återköp. Juli-rebound med 10% tillväxt och nu 12x EBIT efter idag.
>7% direktavkastning senaste året tack vare utdelning och återköp. Juli-rebound med 10% tillväxt och nu 12x EBIT efter idag.
#$GM beat
*GENERAL MOTORS 2Q NET SALES AND REV $48.03B, EST. $46.61B
*GENERAL MOTORS 2Q NORTH AMERICA ADJ. EBIT $3.45B, EST. $3.26B
*GENERAL MOTORS 2Q INTL OPS ADJ. EBIT $190M, EST. $144.4M
*GENERAL MOTORS 2Q ADJ EPS $3.57, EST. $3.19
*GENERAL MOTORS SEES FY ADJ EPS $12 TO $14, SAW $11.50 TO $13.50
*GENERAL MOTORS 2Q NET SALES AND REV $48.03B, EST. $46.61B
*GENERAL MOTORS 2Q NORTH AMERICA ADJ. EBIT $3.45B, EST. $3.26B
*GENERAL MOTORS 2Q INTL OPS ADJ. EBIT $190M, EST. $144.4M
*GENERAL MOTORS 2Q ADJ EPS $3.57, EST. $3.19
*GENERAL MOTORS SEES FY ADJ EPS $12 TO $14, SAW $11.50 TO $13.50
July 21, 2026 at 10:31 AM
#$GM beat
*GENERAL MOTORS 2Q NET SALES AND REV $48.03B, EST. $46.61B
*GENERAL MOTORS 2Q NORTH AMERICA ADJ. EBIT $3.45B, EST. $3.26B
*GENERAL MOTORS 2Q INTL OPS ADJ. EBIT $190M, EST. $144.4M
*GENERAL MOTORS 2Q ADJ EPS $3.57, EST. $3.19
*GENERAL MOTORS SEES FY ADJ EPS $12 TO $14, SAW $11.50 TO $13.50
*GENERAL MOTORS 2Q NET SALES AND REV $48.03B, EST. $46.61B
*GENERAL MOTORS 2Q NORTH AMERICA ADJ. EBIT $3.45B, EST. $3.26B
*GENERAL MOTORS 2Q INTL OPS ADJ. EBIT $190M, EST. $144.4M
*GENERAL MOTORS 2Q ADJ EPS $3.57, EST. $3.19
*GENERAL MOTORS SEES FY ADJ EPS $12 TO $14, SAW $11.50 TO $13.50
Generic Sweden (54,70 kr)
• EV/EBIT 2025e: 14,3. Klart under historiskt snitt (23,8)
• Tillväxt 2018–2024: Omsättning +20 %/år, EBIT +28 %/år
• Kommande rapport gynnas av lätta jämförelsetal (VPA)
• Låg makropåverkan tack vare offentliga kontrakt och intäkter/ utgifter i SEK.
• EV/EBIT 2025e: 14,3. Klart under historiskt snitt (23,8)
• Tillväxt 2018–2024: Omsättning +20 %/år, EBIT +28 %/år
• Kommande rapport gynnas av lätta jämförelsetal (VPA)
• Låg makropåverkan tack vare offentliga kontrakt och intäkter/ utgifter i SEK.
July 19, 2025 at 9:06 AM
Generic Sweden (54,70 kr)
• EV/EBIT 2025e: 14,3. Klart under historiskt snitt (23,8)
• Tillväxt 2018–2024: Omsättning +20 %/år, EBIT +28 %/år
• Kommande rapport gynnas av lätta jämförelsetal (VPA)
• Låg makropåverkan tack vare offentliga kontrakt och intäkter/ utgifter i SEK.
• EV/EBIT 2025e: 14,3. Klart under historiskt snitt (23,8)
• Tillväxt 2018–2024: Omsättning +20 %/år, EBIT +28 %/år
• Kommande rapport gynnas av lätta jämförelsetal (VPA)
• Låg makropåverkan tack vare offentliga kontrakt och intäkter/ utgifter i SEK.
Calling into question the forward estimates of E and EBIT.
“.. Salesforce is trading at forward P/E and EV/EBIT below the 2007/08 financial crisis.”
- @koyfin.bsky.social #$CRM
- @koyfin.bsky.social #$CRM
April 9, 2026 at 3:29 PM
Calling into question the forward estimates of E and EBIT.
#RVRC Q4-2024-2025
Omsättning: 405 (407)
YoY: -0,49%
CER: 4%
EBIT: 63 (74)
EBIT-%: 15,5% (18,3%)
#Finanstwitter #Borsdataspotlight
Omsättning: 405 (407)
YoY: -0,49%
CER: 4%
EBIT: 63 (74)
EBIT-%: 15,5% (18,3%)
#Finanstwitter #Borsdataspotlight
August 12, 2025 at 5:50 AM
#RVRC Q4-2024-2025
Omsättning: 405 (407)
YoY: -0,49%
CER: 4%
EBIT: 63 (74)
EBIT-%: 15,5% (18,3%)
#Finanstwitter #Borsdataspotlight
Omsättning: 405 (407)
YoY: -0,49%
CER: 4%
EBIT: 63 (74)
EBIT-%: 15,5% (18,3%)
#Finanstwitter #Borsdataspotlight
Broadleaf. Japansk mjukvara i SaaS-övergång. Har antagligen en extrem marginalresa framför sig, från nu ett par % ebit marg. (precis slagit om till lönsamhet) till 40% 2028. Handlas på ca 6x ebit 2027, 4x ebit 2028. Höjd prognos för H1 än tidigare kommunicerat:
www.broadleaf.co.jp/Portals/0/im...
www.broadleaf.co.jp/Portals/0/im...
www.broadleaf.co.jp
July 19, 2025 at 9:09 AM
Broadleaf. Japansk mjukvara i SaaS-övergång. Har antagligen en extrem marginalresa framför sig, från nu ett par % ebit marg. (precis slagit om till lönsamhet) till 40% 2028. Handlas på ca 6x ebit 2027, 4x ebit 2028. Höjd prognos för H1 än tidigare kommunicerat:
www.broadleaf.co.jp/Portals/0/im...
www.broadleaf.co.jp/Portals/0/im...
#$F numbers much less impressive than #$GM but better than #$STLA
*FORD 4Q ADJ EPS 13C, EST. 18C
*FORD 4Q FORD MODEL E REV. $1.3B, EST. $1.16B
*FORD SEES 2026 ADJ. EBIT $8B TO $10B, EST. $8.86B
*FORD 4Q FORD MODEL E EBIT LOSS $1.22B, EST. LOSS $1.3B
*FORD SEES 2026 CAPEX $9.5B TO $10.5B, EST. $8.88B
*FORD 4Q ADJ EPS 13C, EST. 18C
*FORD 4Q FORD MODEL E REV. $1.3B, EST. $1.16B
*FORD SEES 2026 ADJ. EBIT $8B TO $10B, EST. $8.86B
*FORD 4Q FORD MODEL E EBIT LOSS $1.22B, EST. LOSS $1.3B
*FORD SEES 2026 CAPEX $9.5B TO $10.5B, EST. $8.88B
February 10, 2026 at 9:07 PM
Schreib doch mal null (es wird ja nach EBIT gefragt) und schau, was passiert.
September 26, 2026 at 1:15 PM
Schreib doch mal null (es wird ja nach EBIT gefragt) und schau, was passiert.