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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 %4.1 %4.3 %
P/E (adj.)13.811.110.3
EV/EBITDA8.26.66.1

Forum discussions

And Huhtamäki’s raw materials are priced in dollars?
10/12/2026, 2:51 PM
by Jukka
7
Two years ago, Coca-Cola was being negative in its communications, saying that Americans were no longer visiting fast-food restaurants like ...
10/12/2026, 2:18 PM
by TonyH
14
I came across a clip saying that 6% of Americans have had to make early withdrawals from their 401(k) retirement savings. Early withdrawals ...
10/12/2026, 8:41 AM
by Ruoto
23
Could it be that nearly 50% of the annual earnings come from the Americas? Money is tight over there, so people are cutting back on buying burgers...
10/9/2026, 12:38 PM
by Nokiotta
12
I was indeed on a call myself a short while ago, but I didn’t see that it or any other news flow created an immediate need to alter my view....
10/8/2026, 5:12 PM
by Antti Viljakainen
71
Yep! Sure, that only has a 2.15% impact. characterscharacters
10/8/2026, 4:23 PM
by PaulKo
4
Didn’t the second half of the dividend, €0.57, go ex-dividend last week (Sept 30)?
10/8/2026, 4:22 PM
by Kari Kokkonen
12