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Femmesalkku:

HUH1VResearch2025-10-28 12:46
Marianne Palmu, Kaisa Vanha-Perttula
Discuss

Automatisk översättning: Ursprungligen publicerad på finska 2025-10-28 11:11 GMT. Ge feedback här.

Vi ökade Huhtamäkis vikt i Femmesalkku med 7 procentenheter och tankade på med 500 EUR i Europa-indexfonden. Vi köpte Huhtamäki ursprungligen i juni, varefter kursen har sjunkit ytterligare då året resultatmässigt har fortsatt i sidled, och marknadssituationen, präglad av konsumenternas försiktighet, har inte visat några tecken på återhämtning. Huhtamäkis uppsida i värderingen, den måttliga vinsttillväxtpotentialen på medellång sikt och en direktavkastning på 4 % gör dock att aktiens förväntade avkastning fortfarande är attraktiv.

Femmesalkku grundades med ett startkapital på 20 000 EUR våren 2025. Vår portfölj stöds av högkvalitativa inhemska och utländska företag och fonder som har hållbara konkurrensfördelar och skapar aktieägarvärde, vilket tillsammans möjliggör önskad diversifiering på lång sikt.

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Femme

Huhtamäki is a manufacturing company. The company conducts operations in the packaging industry. The company's packaging is used for food products and includes fiber packaging, cartons, copper and other containers. The products are mainly delivered to customers in the food industry on a global level, mainly in Europe, South America and Asia. The company's head office is located in Espoo, Finland.

Read more on company page

Key Estimate Figures2025-10-23

202425e26e
Revenue4,126.33,995.74,175.0
growth-%-1.0 %-3.2 %4.5 %
EBIT (adj.)416.9405.3437.5
EBIT-% (adj.)10.1 %10.1 %10.5 %
EPS (adj.)2.472.442.64
Dividend1.101.121.15
Dividend %3.2 %3.9 %4.0 %
P/E (adj.)13.811.911.0
EV/EBITDA8.06.76.3

Forum discussions

https://www.marketscreener.com/news/barclays-raises-huhtamaki-price-target-to-128-37-31-reiterates-overweight-bn-ce7f51d3de8cf224
7/30/2026, 6:58 AM
by Dissidentti
47
SEB upgrades Huhtamäki to buy (hold), target price 35 euros (27) https://se.marketscreener.com/nyheter/seb-hojer-huhtamaki-till-kop-beh-ll-riktkurs...
7/26/2026, 11:44 AM
by Dissidentti
59
I can only echo the thanks of a few other posters. Your comments have been excellent. Fact-based and well-written. Many thanks.
7/25/2026, 2:02 PM
by H Marx
17
Huhtamäki’s insider stock trades do not give reason to sell the stock, but rather point toward the buy side. Huhtamaki Johdon osakkeenomistus
7/25/2026, 9:54 AM
by Dissidentti
21
Recommendations and target prices for Huhtamäki from various analysts:
7/25/2026, 8:18 AM
by Dissidentti
29
Antti has published a new company report on Huhtamäki following the release of their Q2 results We reiterate our buy recommendation for Huhtam...
7/23/2026, 10:04 PM
by Sijoittaja-alokas
35
I also want to chime in from the sidelines and thank @Kristian_Tammela for participating in the discussion, even though this is my first comment...
7/23/2026, 10:31 AM
68