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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 %4.2 %4.3 %
P/E (adj.)13.810.910.1
EV/EBITDA8.26.56.1

Forum discussions

Mayr-Melnhof is selling a controlling stake in its converting packaging business to a private equity firm in a 2.4 billion transaction (a link...
12 hours ago
by Antti Viljakainen
44
Current target prices range from just over thirty to over forty, and the consensus meter is nearly maxed out on the buy recommendation side....
11/7/2026, 3:15 PM
16
The purchases are acquisitions, not compensation. The acquisitions were made under the framework of the new incentive scheme. By holding shares...
11/6/2026, 9:02 PM
by JBulli
19
That is a bit confusing, or at least I’ve always thought that under “Nature of the transaction” it should say “Receipt of a share-based incentive...
11/6/2026, 2:26 PM
by PaulKo
18
When posting these acquisition notices here as well, it would be quite nice to know whether it was bought with so-called “own money” or if it...
11/6/2026, 2:12 PM
by Monte Cristo
11
“Acquisition” is a term used in a couple of different contexts, but when a company’s incentive plan vests and reward shares are transferred ...
11/6/2026, 1:32 PM
by TitoK
7
Is there any foolproof way to confirm this other than making that deduction? In my opinion, there is a clear difference between an “acquisition...
11/6/2026, 1:00 PM
by L Dabio
4