companyName

extensiveId

feedTypes

includeDividend

includeEstimates

includeOverview

includeOwnership

snapshotDate

CompanyName_Query

companySlug

CompanyMetaData

CompanyContent_query

company

query CompanyName_Query(
  $companyName: String!
  $extensiveId: ID
  $snapshotDate: String
  $feedTypes: [ContentType!]!
  $includeEstimates: Boolean!
  $includeOverview: Boolean!
  $includeOwnership: Boolean!
  $includeDividend: Boolean!
) {
  ...CompanyMetaData_Ux1x9
  ...CompanyContent_query_3mc3wd
}

fragment AnalystData on Analyst {
  name
  pageUrl
  jobTitle
  imgUrl
}

fragment AuthorList on Content {
  __isContent: __typename
  id
  authors {
    __typename
    id
    name
    pageUrl
  }
}

fragment ChangePercentBlock_Company on Company {
  defaultInstrument {
    isin
    symbol
    priceData {
      diff1mPercentage
      diff1yPercentage
      diff3yPercentage
      diffFromStartPercentage
    }
    id
  }
}

fragment CompactFeed_3NXCcw on Query {
  compactFeed: feedContent(companySlug: $companyName, filter: {types: $feedTypes}) {
    edges {
      node {
        __typename
        id
        ...TeaserExtraCompact_content
        createdAt
        companies {
          viewerIsFollowing
          id
        }
      }
      cursor
    }
    pageInfo {
      endCursor
      hasNextPage
    }
  }
}

fragment CompanyAnalystQuery on Company {
  analysts {
    ...AnalystData
    name
    pageUrl
    jobTitle
    imgUrl
    id
  }
}

fragment CompanyContent_query_3mc3wd on Query {
  ...CompanyHeader_query_Ux1x9
  ...CompanyOwnership_query_Ux1x9 @include(if: $includeOwnership)
  ...CompanyFinancials_query_Ux1x9 @include(if: $includeEstimates)
  ...CompanyDividend_query_Ux1x9 @include(if: $includeDividend)
  ...CompanyInvestorConsensus_query_Ux1x9
  ...CompanyPageTop_query_Ux1x9 @include(if: $includeOverview)
  ...CompanyPageBottom_query_2bVJwf @include(if: $includeOverview)
  ...CompanyDisclaimer_query_Ux1x9
  ...Extensive_query_3u4Ry5
}

fragment CompanyCoverage_Company on Company {
  analysts {
    name
    id
  }
  isPayingCustomerOf
  isFormerCustomerOf
  isCorporateCustomer
  ...CompanyAnalystQuery
  defaultInstrument {
    ...TargetAndRecommendation_Company
    id
  }
}

fragment CompanyDescription_Company on Company {
  description
  websiteUrl
  name
}

fragment CompanyDisclaimer_query_Ux1x9 on Query {
  company(companySlug: $companyName) {
    name
    isPayingCustomerOf
    isFormerCustomerOf
    id
  }
}

fragment CompanyDividendER_query on Company {
  name
  defaultInstrument {
    estimateData {
      reportingCurrency
    }
    dividendTransactions: estimateTransactions(first: 1, includeQuarters: false) {
      actualized {
        year
        dividend
        dividendYield
        payoutPercentage
        sharePrice
      }
      estimates {
        year
        dividend
        dividendYield
        payoutPercentage
        sharePrice
      }
    }
    id
  }
}

fragment CompanyDividendNonER_query on Company {
  name
  defaultInstrument {
    nonERDividendSet: nonERCompanyNumberSet(includeQuarters: false) {
      year
      dividend
      dividendYield
      epsReported
      sharePrice
      currency
    }
    id
  }
}

fragment CompanyDividend_query_Ux1x9 on Query {
  company(companySlug: $companyName) {
    ...CompanyDividendER_query
    ...CompanyDividendNonER_query
    defaultInstrument {
      coreId
      id
    }
    id
  }
}

fragment CompanyFinancials_query_Ux1x9 on Query {
  company(companySlug: $companyName) {
    ...NonERCompanyNumbers_query
    ...CompanyNumbers_query
    defaultInstrument {
      coreId
      id
    }
    id
  }
}

fragment CompanyHeader_query_Ux1x9 on Query {
  company(companySlug: $companyName) {
    id
    companyInsref
    name
    viewerIsFollowing
    followersCount
    isCorporateCustomer
    hasPinpointData
    hasDividendHistory
    sector {
      sectorname
      industry
    }
    regions
    extensiveExists
    defaultInstrument {
      symbol
      priceData {
        tradeCurrency
        lastPrice
        diff1dPercentage
      }
      marketplace {
        name
      }
      estimates: estimateTransactions(first: 1, includeQuarters: false) {
        date
      }
      nonERCompanyNumberSet(first: 1, includeQuarters: false) {
        year
      }
      id
    }
    topOwners {
      holders {
        name
      }
    }
    transactions: insiderTransactions(filter: {types: [BUY, SELL, SUBSCRIPTION]}) {
      edges {
        node {
          date
          id
        }
      }
    }
  }
}

fragment CompanyInsiderTransactions on Company {
  name
  regions
  insiderTransactions(filter: {types: [BUY, EXERCISE_OF_SHARE_OPTION, PLEDGE, RECEPTION_OF_SHARE_PREMIUM, SELL, SUBSCRIPTION]}) {
    edges {
      node {
        insider
        position
        volume
        price
        date
        unit
        type
        relatedParty
        id
      }
    }
  }
}

fragment CompanyInvestorConsensus_query_Ux1x9 on Query {
  company(companySlug: $companyName) {
    name
    companyInsref
    id
  }
}

fragment CompanyMetaData_Ux1x9 on Query {
  company(companySlug: $companyName) {
    name
    description
    pageUrl
    defaultInstrument {
      estimateData {
        modelType
      }
      id
    }
    id
  }
}

fragment CompanyName_Slug on Company {
  slug
}

fragment CompanyNumbers_query on Company {
  name
  defaultInstrument {
    estimateData {
      modelType
      reportingCurrency
    }
    estimateTransactions(first: 1, includeQuarters: true) {
      comparisonIndexName
      actualized {
        year
        quarter
        revenue
        revenueGrowth
        ebitda
        ebitAdjusted
        ebitReported
        preTaxProfit
        netEarnings
        epsReported
        epsAdjusted
        dividend
        payoutPercentage
        roePercent
        roiPercent
        enterpriseValue
        bookValue
        marketCap
        gearingPercent
        equityRatio
        dividendYield
        totalCosts
        loanLosses
        balanceSheetTotal
        tangibleBook
        cet1
        rwa
        sharePrice
        sharesTotal
        nav
        navPerShare
        opexOfNav
        totalShareholderReturn
        comparisonIndexReturn
        netDebtTotalAsset
        quarterlySharePrice
      }
      estimates {
        year
        quarter
        revenue
        revenueGrowth
        ebitda
        ebitAdjusted
        ebitReported
        preTaxProfit
        netEarnings
        epsReported
        epsAdjusted
        dividend
        payoutPercentage
        roePercent
        roiPercent
        enterpriseValue
        bookValue
        marketCap
        gearingPercent
        equityRatio
        dividendYield
        totalCosts
        loanLosses
        balanceSheetTotal
        tangibleBook
        cet1
        rwa
        sharePrice
        sharesTotal
        nav
        navPerShare
        opexOfNav
        totalShareholderReturn
        comparisonIndexReturn
        netDebtTotalAsset
        quarterlySharePrice
      }
    }
    id
  }
}

fragment CompanyOverviewGraphs_query_Ux1x9 on Query {
  company(companySlug: $companyName) {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      companyTransactions: estimateTransactions(first: 1, includeQuarters: false) {
        actualized {
          year
          revenue
          ebitAdjusted
          epsAdjusted
          dividendYield
          navPerShare
          totalShareholderReturn
        }
        estimates {
          year
          revenue
          ebitAdjusted
          epsAdjusted
          dividendYield
          navPerShare
          totalShareholderReturn
        }
      }
      id
    }
    id
  }
}

fragment CompanyOwners on Company {
  regions
  topOwners {
    recordDate
    compareDate
    source
    holders {
      name
      capitalPercent
      votingPowerPercent
      positionChange
      totalSharesChange
      shareChange
      isNew
      isRemoved
    }
  }
}

fragment CompanyOwnership_query_Ux1x9 on Query {
  company(companySlug: $companyName) {
    name
    ...CompanyOwners
    ...CompanyInsiderTransactions
    id
  }
}

fragment CompanyPageBottom_query_2bVJwf on Query {
  ...GeneralFeed_data_3NXCcw
  ...CompactFeed_3NXCcw
  ...UpcomingEventsQuery_Ux1x9
  ...RiskRecommendMatrix_query_Ux1x9
  ...CompanyOverviewGraphs_query_Ux1x9
  ...NonERCompanyOverviewGraphs_query_Ux1x9
  company(companySlug: $companyName) {
    companyInsref
    ...ForumUpdates_Company
    defaultInstrument {
      coreId
      id
    }
    id
  }
  allFeed: feedContent(first: 1, companySlug: $companyName, filter: {hideUpcomingVideos: true}) {
    edges {
      node {
        __typename
        id
      }
    }
  }
  main: feedContent(first: 1, companySlug: $companyName, filter: {hideUpcomingVideos: true, types: [COMPANY_REPORT, EXTENSIVE_COMPANY_REPORT, ANALYST_COMMENT, VIDEO, ARTICLE]}) {
    edges {
      node {
        __typename
        id
      }
    }
  }
  webcasts: feedContent(first: 1, companySlug: $companyName, filter: {hideUpcomingVideos: true, types: [WEBCAST]}) {
    edges {
      node {
        __typename
        id
      }
    }
  }
  thirdPartyResearch: feedContent(first: 1, companySlug: $companyName, filter: {types: [THIRD_PARTY_COMPANY_REPORT]}) {
    edges {
      node {
        __typename
        id
      }
    }
  }
  releases: feedContent(first: 1, companySlug: $companyName, filter: {types: [STOCK_EXCHANGE_RELEASE, PRESS_RELEASE]}) {
    edges {
      node {
        __typename
        id
      }
    }
  }
}

fragment CompanyPageTop_query_Ux1x9 on Query {
  ...StockChart_ChartQuery_Ux1x9
  ...LatestReports_query_Ux1x9
  company(companySlug: $companyName) {
    isFund
    name
    ...CompanyCoverage_Company
    ...CompanyName_Slug
    ...CompanyDescription_Company
    ...FundNumbers_Company
    ...ChangePercentBlock_Company
    ...KeyEstimateFigures_Company
    ...InvestmentCompanyKeyFigures_Company
    defaultInstrument {
      id
      estimateData {
        modelType
      }
    }
    analysts {
      name
      id
    }
    id
  }
  extensiveReport: feedContent(first: 1, companySlug: $companyName, filter: {types: [EXTENSIVE_COMPANY_REPORT]}) {
    edges {
      node {
        __typename
        id
      }
    }
  }
  analysis: feedContent(first: 1, companySlug: $companyName, filter: {types: [COMPANY_REPORT, EXTENSIVE_COMPANY_REPORT], tagNames_nin: ["Mallisalkku", "Arvonluojat"]}) {
    edges {
      node {
        __typename
        id
      }
    }
  }
  analysisArvonluojat: feedContent(first: 1, companySlug: $companyName, filter: {types: [COMPANY_REPORT, EXTENSIVE_COMPANY_REPORT], tagNames_nin: ["Mallisalkku"]}) {
    edges {
      node {
        __typename
        id
      }
    }
  }
}

fragment CompanyTagList on Company {
  pageUrl
  name
  viewerIsFollowing
}

fragment Extensive_query_3u4Ry5 on Query {
  company(companySlug: $companyName) {
    extensive(extensiveId: $extensiveId, snapshotDate: $snapshotDate) {
      publishedAt
      pageUrl
      content {
        id
        title
        lang
        slug
        htmlBody
        publishedAt
        createdAt
        changedAt
        isOutdated
      }
    }
    id
  }
}

fragment ForumUpdates_Company on Company {
  name
  forum {
    threadUrl
    highlightedPosts {
      url
      author
      authorImgUrl
      text
      postedAt
      likesCount
    }
  }
}

fragment FundNumbers_Company on Company {
  defaultInstrument {
    isin
    symbol
    priceData {
      lastPrice
      ath
    }
    id
  }
}

fragment GeneralFeed_data_3NXCcw on Query {
  generalFeed: feedContent(first: 20, companySlug: $companyName, filter: {types: $feedTypes}) {
    edges {
      node {
        __typename
        id
        ...Teaser_content
        ...TeaserCompact_content
      }
      cursor
    }
    pageInfo {
      endCursor
      hasNextPage
    }
  }
}

fragment InvestmentCompanyKeyFigures_Company on Company {
  marketData {
    marketCap
  }
  defaultInstrument {
    priceData {
      tradeCurrency
      dailyTurnover
    }
    estimateData {
      modelType
    }
    estimateTransactions(first: 1, includeQuarters: true) {
      actualized {
        year
        quarter
        sharesTotal
        marketCap
        nav
        navPerShare
        dividendYield
        quarterlySharePrice
      }
      estimates {
        year
        quarter
        dividendYield
      }
    }
    id
  }
}

fragment KeyEstimateFigures_Company on Company {
  marketData {
    marketCap
  }
  defaultInstrument {
    priceData {
      tradeCurrency
      dailyTurnover
      lastPrice
      marketCap
    }
    sector
    fundamentalData {
      ebit
      eps
      sales
      dividend
    }
    estimateData {
      modelType
      estimates {
        firstEstimateYear {
          year
          bookValue
          netSales
          dividendA
          epsAdjusted
          ebitAdjusted
          hybridLoan
          noOfShares
          netDebt
          mvMinorities
          mvAssociated
          roePercent
        }
      }
    }
    estimatesSharePrice: estimateTransactions(first: 1) {
      estimates {
        sharePrice
      }
    }
    id
  }
}

fragment LatestReports_query_Ux1x9 on Query {
  extensiveReport: feedContent(first: 1, companySlug: $companyName, filter: {types: [EXTENSIVE_COMPANY_REPORT]}) {
    edges {
      node {
        __typename
        createdAt
        pageUrl
        id
      }
    }
  }
  analysis: feedContent(first: 1, companySlug: $companyName, filter: {types: [COMPANY_REPORT, EXTENSIVE_COMPANY_REPORT], tagNames_nin: ["Mallisalkku", "Arvonluojat"]}) {
    edges {
      node {
        __typename
        createdAt
        pageUrl
        id
      }
    }
  }
  analysisArvonluojat: feedContent(first: 1, companySlug: $companyName, filter: {types: [COMPANY_REPORT, EXTENSIVE_COMPANY_REPORT], tagNames_nin: ["Mallisalkku"]}) {
    edges {
      node {
        __typename
        createdAt
        pageUrl
        id
      }
    }
  }
}

fragment NonERCompanyNumbers_query on Company {
  name
  defaultInstrument {
    nonERNumberSet: nonERCompanyNumberSet(includeQuarters: true) {
      year
      quarter
      revenue
      ebitda
      ebitReported
      epsReported
      dividend
      sharesTotal
      roe
      roi
      enterpriseValue
      marketCap
      gearingRatio
      equityRatio
      dividendYield
      sharePrice
      currency
      evSales
      evEbitda
      evEbit
      pb
      netIncome
      ptp
    }
    id
  }
}

fragment NonERCompanyOverviewGraphs_query_Ux1x9 on Query {
  company(companySlug: $companyName) {
    defaultInstrument {
      overviewGraphsData: nonERCompanyNumberSet(includeQuarters: false) {
        year
        revenue
        ebitReported
        epsReported
        dividend
        dividendYield
        currency
      }
      id
    }
    id
  }
}

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

fragment RiskRecommendMatrix_query_Ux1x9 on Query {
  company(companySlug: $companyName) {
    defaultInstrument {
      riskData: estimateTransactions(first: 1) {
        businessRisk
        valuationRisk
      }
      id
    }
    id
  }
}

fragment StockChart_ChartQuery_Ux1x9 on Query {
  company(companySlug: $companyName) {
    isFund
    defaultInstrument {
      coreId
      id
      marketOpen
      marketClose
      marketplace {
        region
      }
      priceData {
        lastPrice
      }
      returns {
        day
        week
        month
        threeMonths
        sixMonths
        year
        threeYears
        fiveYears
        tenYears
        ytd
        total
      }
    }
    id
  }
}

fragment TargetAndRecommendation_Company on Instrument {
  estimateData {
    modelType
    researchCurrency
    estimates {
      date
      recommendation
      targetPrice
    }
  }
}

fragment TeaserCompact_content on Content {
  __isContent: __typename
  __typename
  id
  type
  title
  createdAt
  isPremium
  pageUrl
  lang
  companies {
    ...CompanyTagList
    id
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
  ...AuthorList
}

fragment TeaserExtraCompact_content on Content {
  __isContent: __typename
  id
  title
  createdAt
  pageUrl
  lang
  companies {
    name
    pageUrl
    viewerIsFollowing
    id
  }
}

fragment Teaser_content on Content {
  __isContent: __typename
  __typename
  id
  type
  title
  createdAt
  pageUrl
  imgUrl
  isPremium
  lang
  companies {
    ...CompanyTagList
    id
  }
  publishers {
    imgUrl
  }
  authors {
    __typename
    id
  }
  ... on AnalystComment {
    preview
  }
  ... on Article {
    preview
  }
  ... on CompanyReport {
    preview
  }
  ... on ThirdPartyCompanyReport {
    preview
  }
  ... on QA {
    preview
  }
  ... on Video {
    preview
    liveTime
    videoDuration
  }
  ... on Webcast {
    preview
    liveTime
  }
  ...AuthorList
  ...Reactions
}

fragment UpcomingEventsQuery_Ux1x9 on Query {
  company(companySlug: $companyName) {
    defaultInstrument {
      calendarEvents(first: 10) {
        edges {
          node {
            date
            type
            period
            id
          }
        }
      }
      id
    }
    id
  }
}


name

description

pageUrl

defaultInstrument

companyInsref

viewerIsFollowing

followersCount

isCorporateCustomer

hasPinpointData

hasDividendHistory

sector

regions

extensiveExists

topOwners

insiderTransactions

isPayingCustomerOf

isFormerCustomerOf

extensive

feedContent

Essity

Buyback of Class B shares in Essity during week 10, 2026

Change to Essity's Executive Management Team

Essity's Annual Report 2025

Buyback of Class B shares in Essity during week 9, 2026

Buyback of Class B shares in Essity during week 8, 2026

Notice convening the Annual General Meeting 2026 of Essity Aktiebolag (publ)

Invitation to Essity's Capital Markets Day on May 7, 2026

Buyback of Class B shares in Essity during week 7, 2026

Buyback of Class B shares in Essity during week 6, 2026

Essity completes the acquisition of Edgewell's feminine care business

Buyback of Class B shares in Essity during week 5, 2026

Essity: Conversion of shares

Essity signs EUR 400m loan agreement with the European Investment Bank

Buyback of Class B shares in Essity during week 4, 2026

Essity recognized on CDP's prestigious lists for forest and climate

Essity: Report for quarter 4 and full-year 2025

Save the date - Essity's Capital Markets Day, May 7, 2026

Buyback of Class B shares in Essity during week 3, 2026

Buyback of Class B shares in Essity during week 2, 2026

Discontinued lawsuit against Essity regarding bond loans

Buyback of Class B shares in Essity during week 1, 2026

Buyback of Class B shares in Essity during week 52, 2025

Buyback of Class B shares in Essity during week 51, 2025

Invitation to presentation of Essity's report for quarter 4 and full year 2025

NASDAQ Stockholm

Essity operates in the hygiene and health industry and focuses on the development, manufacturing and distribution of products within personal care, incontinence and medical care. The company's products are aimed at private individuals and healthcare institutions. The operations are global with a main presence in Europe, North America and Asia. Essity was founded in 2017 and is headquartered in Stockholm, Sweden.

Lad os fortsætte den næsten døde diskussion omkring et kvalitetsselskab. Essity har fortsat sin stabile udvikling. Udbyttet vokser igen, og balancen bliver bare bedre. Selskabet begynder at have muskler til enten at købe flere egne aktier eller foretage supplerende virksomhedsopkøb. Jeg ville anse det for absolut blandt de bedste blandt de nordiske selskaber. En dødeligt kedelig og profitabel virksomhed. Strategien med at vokse fra traditionelle bulkprodukter til produkter med højere merværdi har fungeret. F.eks. kunne Health & Medical-segmentet opnå en EBITA-margin på 18%, hvilket jeg ville anse for fremragende.

Essity har forretningsaktiviteter af meget høj kvalitet. Selskabet blev børsnoteret til en lidt for høj værdi, men nu er værdiansættelsen faldet til fornuftige niveauer. Hvis væksten fortsætter, vil selskabets værdi sandsynligvis rykke efter på et tidspunkt. Jeg betragter det som et selskab med en lignende vækstprofil som Huhtamäki. Ikke noget stort direkte afkast som udgangspunkt, men en ret betydelig vækstoption, som er blevet realiseret godt historisk set.  Personligt kan jeg godt lide denne type selskaber, hvor produktsortimentet forbliver relativt ensartet år efter år. Det er rart at bygge rentes rente-effekten på noget, der ikke skal genopfindes hvert år. I Essitys tilfælde så man, hvordan forbrugeren i sidste ende betaler for inflationen, og at stærke selskaber har prissætningskraft.

Der er sket meget siden det seneste indlæg. I løbet af de sidste tre år har Essity diversificeret sig ved at foretage adskillige virksomhedsopkøb: 2021  Opkøb af ABIGO Medical og Aseleo Care i deres helhed (tidligere delvist ejerskab). Ejerandelen i Productos Familia S.A. blev øget til 95,8%. Opkøb af sportstape-mærkerne Coach, Elastikon og Zonas fra Johnson & Johnson. Opkøb af AquaCast Liner, en producent af gipsforinger. Opkøb af sårplejevirksomheden Hydofera.  2022  Opkøb af Legacy Converting, Inc., en aftørringsvirksomhed, der ejer Tork-brandet. Opkøb af Modibodi, en virksomhed inden for specialundertøj (leakproof). Opkøb af Knix Wear Inc., en virksomhed inden for specialbeklædning (leakproof).  Der er også foretaget frasalg. Essity solgte sin russiske forretning i 2023. Gad vide om konkurrenterne KMB og PG har gjort det endnu? Det seneste frasalg er salget af det børsnoterede datterselskab Vinda i Hong Kong. Essity har ejet omkring 50% af Vinda. Købstilbuddet afventer så vidt jeg forstår stadig den endelige godkendelse, men hvis det gennemføres, vil det tilføre 19 mia. SEK til virksomhedens kasse. Billedet af Essity forbindes stadig nemt med Lotus, Tena eller Libero. Virksomhedens strategi har været at reducere andelen af toiletpapir- og ble-forretningen og øge mængden af nye produkter med højere avancer, primært gennem virksomhedsopkøb. Hvis man anser Kimberly-Clark eller P&G for at være for dyre i øjeblikket, begynder Essity at være en seriøs “hold”-aktie med væsentligt billigere nøgletal og en rimelig gældsprofil. ROCE ifølge årsregnskabet for 2023 var 14,4%. Udbyttet blev hævet og udgør 7,75 SEK. 2023  • Nettoomsætningen steg med 12,1% til 147.147 mio. SEK (131.320). Salgsvækst, herunder organisk salgsvækst og opkøb, udgjorde 6,7%, hvoraf volumen tegnede sig for -3,7%, pris/mix for 9,5% og opkøb for 0,9%.  • Driftsresultat før afskrivning på opkøbsrelaterede immaterielle aktiver (EBITA) steg med 68% til 16.607 mio. SEK (9.876)  • Justeret EBITA steg med 57% til 18.898 mio. SEK (12.047), og den justerede EBITA-margin steg med 3,6 procentpoint til 12,8% (9,2)  • Periodens resultat for fortsættende aktiviteter steg med 84% til 9.517 mio. SEK (5.165)  • Resultat pr. aktie for fortsættende aktiviteter steg til 13,44 SEK (7,28), og det justerede resultat pr. aktie for fortsættende aktiviteter steg med 51% til 17,56 SEK (11,60)  • Operationelt cash flow steg med 130% til 17.685 mio. SEK (7.680)  • Afkast af den anvendte kapital steg til 14,4% (8,9), og det justerede afkast af den anvendte kapital steg med 5,5 procentpoint til 16,4% (10,9)                   essity.com              About our brands | Essity    Essity sells under the leading global brands TENA and Tork, and other strong brands, such as Jobst, Leukoplast, Libero, Libresse, Lotus, Nosotras, Saba, Tempo, Vinda and Zewa.                                        masdpstatic.azureedge.net              Essity_Year-endReport2023_ENG.pdf    1296.66 KB                                              essity.com              Acquisitions and Divestments

Essityllä on edessään pari vaikeaa kvartaalia. Se on selvää, johtuen sulkutiloista ja kustannushuolista, jotka johtuvat massiivisista hinnankorotuksista. Mutta siitä huolimatta Essity tekee kaiken oikein, ja jos haluan olla tällä alalla, suosin Essityä KMB:n sijaan, joka on pahasti velkaantunut (koska se käyttää amerikkalaista tapaa nostaa osakekurssiaan käyttämällä aivan liikaa rahaa omien osakkeiden takaisinostoihin). Olen optimistinen Essityn pitkän aikavälin näkymien suhteen. Mutta Essityn omistaminen, kuten totesit, vaatii kärsivällisyyttä, jota on vaikea löytää sijoittajien keskuudesta nykyään. muokkaus: Pidän siitä, että Essity tekee (‘pieniä’) täydentäviä yritysostoja suurten sijaan, koska näillä ei yleensä ole suotuisaa lopputulosta (erityisesti) ostajalle.

Essity on luonteeltaan “tylsä” yritys. Mutta minulle se on yksi Pohjoismaiden laadukkaimmista yrityksistä (olen arvo-, pitkäaikainen sijoittaja). Jos sinulla on pitkä aikahorisontti ja sinulla on kärsivällisyyttä odottaa omistamalla tätä osaketta, se osoittautuu lopulta menestyksekkääksi. Lyhyen aikavälin katalyytti: maailmanlaajuisten koronarajoitusten loppuminen, mikä lisää Essityn tuotteiden käyttöä (lentokentillä, hotelleissa, ravintoloissa, kouluissa jne.). Korona lisää tietoisuutta hygieniatuotteista. Tässä vahvat Essityn brändit menestyvät. Pitkän aikavälin katalyytti on se, että ihmiset länsimaisissa (rikkaissa) yhteiskunnissa elävät pidempään ja lisäävät Essityyn liittyvien tuotteiden kysyntää.

Nostetaanpas Q3 -tulosten johdosta ketjua takaisin ylöspäin. https://masdpstatic.azureedge.net/essity/7039f0d1-f52a-44f4-9327-1a7bb3cbea56/Presentation-Interim-Report-Q3-2020.pdf            masdpstatic.azureedge.net              Essity_report_eng.pdf    1590.22 KB                            Liikevaihto putosi vuoden takaisesta, mutta Q2:sta ylöspäin. Kannattavuus parani ja tavoitteena nostaa entisestään. B-osake dippasi yllättävän paljon, vaikka osinkokin irtoaa vielä ensi viikolla.  A pysyi pienempivaihtoisena paremmin tasoillaan.   Uusi positio avattu odotetusta dipistä

Ainakin väestön ikääntyminen, pidempi elinajanodote, maailman väestön ja tulotason kasvu (Essity toimii kehittyvillä markkinoilla) sekä lisääntynyt tietoisuus hygienian merkityksestä (kehittyvät markkinat). Se, kuinka hyvin nämä trendit kääntyvät Essityn liikevaihdon kasvuksi, on tietysti vaikeampi kysymys.

Essity

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