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
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... 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
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

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
    }
  }
}


stenhus-fastigheter-beat-on-stronger-top-line-outlook-neutral-abg

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Stenhus Fastigheter i Norden är verksamt inom fastighetsbranschen och fokuserar på förvärv, utveckling och förvaltning av bostads- och kommersiella fastigheter. Bolagets portfölj inkluderar hyres- och bostadsrätter. Verksamheten är främst koncentrerad till Sverige. Stenhus Fastigheter i Norden grundades 2020 och har sitt huvudkontor i Stockholm.

Stenhus Fastigheter i Norden

* NOI +8.2% y-o-y, +4.0% vs ABGSCe, +0.9% vs cons. * Value changes of +0.22% vs ABGSCe of +0.50% * Share to trade 0-+2% vs. the sector today Rec. PTP +10.5% vs ABGSCe, +40.1% y-o-y Stenhus delivered...

* NOI +8.2% y-o-y, +4.0% vs ABGSCe, +0.9% vs cons. * Value changes of +0.22% vs ABGSCe of +0.50% * Share to trade 0-+2% vs. the sector today Rec. PTP +10.5% vs ABGSCe, +40.1% y-o-y Stenhus delivered Q4 results with rental income of SEK 271m (+6.9% vs ABGSCe, +4.5% vs cons.), with an NOI margin of +76.1% (-1.6pp y-o-y) driving NOI of SEK 206m (+4.0% vs ABGSCe, +0.9% vs cons.), rec. PTP of SEK 103m (+10.5% vs ABGSCe, +40.1% y-o-y), EPRA NRV p.s. of SEK 18 (+1.8% vs ABGSCe, +0.6% vs cons.). Dividend proposal of SEK 0.28 per share (0.20), +40.0% vs ABGSCe at SEK 0.20, +40.0% vs cons at SEK 0.20, +40.0% y-o-y. The economic occupancy increased by 1.8pp q-o-q to 94.6% (93.0%). Net letting amounted to SEK 1.7m vs. SEK -2.3m in Q3'25. EPRA NRV p.s. of SEK 18 (+1.8% vs ABGSCe, +0.6% vs cons.) Realised and unrealised value changes amounted to SEK 30m or +0.22%, we expected SEK 69m or +0.50%, and the average valuation yield amounted to 6.08%, -0.05pp q-o-q. Total investments in newbuilds, extensions and conversions amounted to SEK 54m (57) and SEK 270m (217) TTM. Net LTV (ABGSC definition) amounted to 54.2% (53.5%), 0.5pp q-o-q, vs ABGSCe at 53.1%. The average paid interest rate decreased by -0.1pp q-o-q to 3.80%. The interest and capital maturity amounted to 1.4y and 2.7y, respectively, compared to 1.3y and 2.5y in Q3'25. Consensus estimates and share price view Outlook: Earnings capacity (EC) NOI -0.1% q-o-q, +0.1% vs ABGSCe NTM, EC IFPM -1.3% q-o-q, +1.3% vs ABGSCe NTM. IFPM per share +0.5% q-o-q. Net letting amounted to SEK 1.7m (0), SEK -2.3m in Q3'25. Occupancy up 1.8pp q-o-q to 94.6% (93.0%). Estimates: We expect cons. to keep estimates unchanged on the back of this report driven by the neutral earnings capacity. Conclusion: Share to trade 0-+2% vs. the sector today.