contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  createdAt
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
    forum {
      threadUrl
    }
    defaultInstrument {
      symbol
      id
    }
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  createdAt
  changedAt
  isPremium
  authors {
    __typename
    name
    pageUrl
    id
  }
  companies {
    name
    pageUrl
    id
  }
  tags {
    name
    id
  }
  ... on Video {
    liveTime
    videoUrl
    videoEmbedUrl(location: "inderes")
  }
  ... on Webcast {
    liveTime
    videoUrl
    videoEmbedUrl(location: "inderes")
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        threadUrl
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        symbol
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
      researchContentUrl
      researchContent {
        title
        lang
        pdfUrl
        relatedContent {
          __typename
          ...PublishingDetails
          ...Reactions
          id
        }
        content {
          title
          lang
          htmlBody
          publishedAt
          createdAt
          changedAt
          isOutdated
          isPremium
        }
      }
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


aspo-esl-shipping-segment-will-be-listed-end-of-2026-nordea

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

changedAt

Aspo operates in the transport and logistics industry. The company is run as a conglomerate with the vision of being an active player in the acquisition and development of companies, mainly in the growth markets of Eastern Europe. The industries in which the company has interests include, for example, the grocery retail, industry, and the IT sector. The headquarters are located in Helsinki.

GlobeNewswire News Room – 3 Aug 26              Aspo Plc’s Half-year Financial Report, January 1 – June 30, 2026: Substantial...    Aspo Plc Half-year Financial Report August 3, 2026 at 9.00 EESTAspo Plc’s Half-year Financial Report, January 1 – June 30, 2026: Substantial profit...                             yippee! and the demerger plan is moving forward:                   GlobeNewswire News Room – 3 Aug 26              Inside information: The Board of Directors of Aspo Plc has approved a...    Aspo Plc                Inside information                3 August 2026 at 8:50 EEST  Inside information: The Board of Directors of Aspo Plc has approved a...

Kassun pre-commentary ahead of Aspo reporting its Q2 results on Monday, Aug 3rd.   We expect ESL’s result to have remained weak due to drydockings and persistently modest transport demand. From Telko, on the other hand, we expect a good result supported by price increases.                    Inderes – 24 Jul 26              Aspo Q2'26 -ennakko: Telakoinnit painavat varustamon tulostasoa - Inderes    ESL Shippingin telakoinnit painavat Q2-tulosta, vaikka Telko hyötyy ennusteissamme nousseista hinnoista.

Actually, I know at least part of the right answer to this, which is that I sold all my Aspos (30k shares) off. It’s cheap, but Optomed and Sanoma just interested me more. Signed, a gambling-addicted narcissist.

The trading volume over the last three days has been exceptionally high. Q2/26 should not be a reason for front-running the stock, so a speculator might wonder if decisions regarding Aspo’s future have been made and if information has leaked. There is no actual news regarding Aspo, but the investment case relies heavily on the promised arrangement during 2026. Q2/26 will be published on August 3rd.

Here are Sauli’s comments on the new strategy   Aspo announced on Monday the new Telko Beyond strategy for its subsidiary Telko, which aims to accelerate growth and improve profitability through acquisitions and efficiency measures, among other things. At the same time, the company reiterated its goal to separate Telko and ESL Shipping into two distinct companies by the end of 2026. Telko’s new strategy is a step towards the demerger, and we consider the listing of ESL on the stock exchange as an independent company to be by far the most likely outcome. The news does not cause any changes to our forecasts.                    Inderes – 2 Jun 26              Aspo: Telkon uusi strategia pohjustaa liiketoimintojen eriyttämistä - Inderes    Aspo otti jälleen pienen askeleen kohti osittaisjakautumista, kun Telko julkisti uuden strategiansa.

Here is a new company report on Aspo from Kasper following Q1  The takeaways from Aspo’s Q1 results day turned slightly to the negative side. Consequently, we have lowered our earnings forecasts for the current year and revised our target price to EUR 7.2 per share (previously EUR 7.6). In our view, the valuation still appears attractive, so we reiterate our accumulate recommendation. The persistently weak demand outlook prevents us from taking a stronger view, as there is a risk that ESL, as a separate company, might receive a lower valuation than our current estimate. The separation of businesses is intended to be implemented by the end of 2026, and in light of current information, we consider the listing of ESL to be clearly the most likely outcome. Quote from the report: Overall, we still consider the Aspo share to be attractively priced at current levels, although clearer earnings growth in our forecasts only begins in 2027 and is dependent on, among other things, general economic development and the materialization of growth in transport demand in the Bothnian Bay. The moderately high level of uncertainty regarding the magnitude and timing of ESL’s clearer profitability improvement also increases the risk that the company, as a separate listed entity, will receive a lower valuation than our estimate. This prevents us from taking a stronger view on the share.                   Inderes              Aspo Q1'26: Arvostus houkuttelee, vaikka suhdanne haastaa - Inderes    Aspon Q1-tulospäivän anti kääntyi lievästi negatiivisen puolelle.

Kasperi interviewed Aspo’s CEO Rolf Jansson regarding Q1.                    Inderes              Aspo Q1'26: ”Torjuntavoitto” - Inderes    Aika: 27.04.2026 klo 13.30 Aspon toimintaympäristö jatkui haastavana Q1:llä. ESL Shippingiä painoivat heikko kysyntä sekä nousseet polttoainekustannukset. Telko sen sijaan yllätti positiivisesti volyymikasvulla ja onnistuneella katteiden hallinnalla.                             Topics: 00:00 Introduction  00:08 Result on par with last year  00:41 Demand was weak at the beginning of the year  02:09 Telko’s strong performance continued  04:43 Impacts of the challenging operating environment on Aspo  05:47 Transition to two business units  07:22 Telko’s acquisition outlook  08:23 Reaching the guidance  Here are the robot’s comments on the results                    Inderes – 27 Apr 26              Robokommentti Aspon Q1-tuloksesta - Inderes    Aspon Q1-tulos jatkuvista toiminnoista jäi hieman odotuksiamme vaimeammaksi. Segmenttien välillä oli selvää hajontaa: ESL Shipping petti heikon kysynnän ja nousseiden polttoainekustannusten painamana, kun taas Telko yllätti positiivisesti...                             And here is the company’s release:  January–March 2026  Net sales from continuing operations were EUR 114.1 million (116.0) Comparable EBITA from continuing operations was EUR 7.1 million (7.3), or 6.3% of net sales (6.3). ESL Shipping’s comparable EBITA was EUR 3.3 million (4.1) and Telko’s EUR 4.7 million (4.4) EBITA, whole group, was EUR 19.7 million (7.7). ESL Shipping’s EBITA was EUR 3.3 million (3.0), Telko’s EUR 4.2 million (4.4) and discontinued operations EUR 13.1 million (1.5) Comparable return on equity, whole group, was 11.1% (10.6) Comparable earnings per share from continuing operations were EUR 0.10 (0.09) Free cash flow was EUR 50.0 million (-4.4) as a result of the sale of Leipurin On March 2, 2026, Aspo completed the sale of Leipurin to Lantmännen at an enterprise value of EUR 63 million.  Figures in brackets refer to the corresponding period in 2025. Guidance for 2026 Aspo Group’s comparable EBITA from continuing operations is expected to increase compared to the previous year (EUR 29.4 million in 2025). Aspo Group’s comparable EBITA from continuing operations does not include the Leipurin business, which is reported as a discontinued operation. The sale of Leipurin was completed on March 2, 2026.                    Inderes              Aspo Oyj:n osavuosikatsaus tammi–maaliskuu 2026: Vakaa suoritus haastavassa...    Aspo Oyj Osavuosikatsaus 27.4.2026 klo 9.00 Aspo Oyj:n osavuosikatsaus tammi–maaliskuu 2026: Vakaa suoritus haastavassa toimintaympäristössä Tämä on tiivistelmä Aspo Oyj:n osavuosikatsauksesta...

Aspo

Peaking plastics and chemical prices supported the Telko segment in Q2. The full-year outlook remains unchanged, and Aspo guides for an improvement in comparable EBITA in 2026 y/y. A potential...

Peaking plastics and chemical prices supported the Telko segment in Q2. The full-year outlook remains unchanged, and Aspo guides for an improvement in comparable EBITA in 2026 y/y. A potential divestment price for the ESL Shipping segment may have been considered too low, leading Aspo to decide to demerge and separately list the segment on 31 December 2026. In our SOTP analysis, we have applied an EV/EBIT multiple of 11x to the ESL Shipping segment, implying a value (2027) of EUR ~174m (79%). ESL Shipping has net debt of EUR 151m and has ordered four Green Handy vessels for a total investment of EUR 180m. The demerger will allow the Telko segment to focus on executing its compounder strategy from 2027 onwards.

Aspo: ESL Shipping segment will be listed end of 2026 - Nordea

Aspo: ESL Shipping segment will be listed end of 2026 - Nordea