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Børsspecialistens uge | Forbrugere og Handel 10.09.2026

Analyst Comment11.09.2026, 06.55
Inderes

Summary

  • NoHo Partners præsenteres som en stærk investering med unik rentabilitet på tværs af konjunkturer ifølge adm. direktør Jarno Suominen.
  • Puuilo ser fortsat vækst og nye muligheder i Sverige, ifølge adm. direktør Juha Saarela.
  • Posti Group fremhæves som en international logistikekspert af adm. direktør Antti Jääskeläinen.
  • Marimekko beskrives som et internationalt fænomen af adm. direktør Tiina Alahuhta-Kasko.

Dette indhold er genereret af AI. Du kan give feedback om det på Inderes forum.

Automatisk oversættelse: Oprindeligt udgivet på finsk 11.9.2026, 04.55 GMT. Giv feedback her.

Temaet Forbrugere og Handel i Børsinvestorens uge kan ses på inderesTV.

PROGRAM FOR TORSDAG DEN 10.9.2026:

Børsinvestorens uge | Forbrugere og Handel

  • Velkommen! Introduktion til dagens tema: Maija Vehviläinen, Laura Lähdevuori & Rauli Juva (link)
  • NoHo Partners som investering: Branchens stærkeste – unik rentabilitet på tværs af konjunkturer: Jarno Suominen, adm. direktør, NoHo Partners Oyj (link)
  • Puuilo – Væksten fortsætter, Sverige åbner nye muligheder! Juha Saarela, adm. direktør, Puuilo (link)
  • Posti Group – Den internationale logistikekspert Antti Jääskeläinen, adm. direktør, Posti (link)
  • Kesko som investering: Jorma Rauhala, koncernchef, Kesko Oyj (link)
  • Marimekko som investering: Hvordan blev Marimekko et internationalt fænomen? Tiina Alahuhta-Kasko, adm. direktør, Marimekko (link)
  • Harvia leder og fornyer det globale saunamarked Matias Järnefelt, adm. direktør, Harvia (link)

...Alle ugens præsentationer kan ses live på inderesTV og senere som optagelse:

MANDAG DEN 7.9.2026Finans

TIRSDAG DEN 8.9.2026Sundhedssektor & Vækst og M&A

ONSDAG DEN 9.9.2026Medie & Teknologi

TORSDAG DEN 10.9.2026Forbrugere og Handel

FREDAG DEN 11.9.2026Industri & ingeniørvirksomheder

MANDAG DEN 14.9.2026Ekstradag

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Forum discussions

An article about the founder of Farouge in Kauppalehti, and NoHo gets praise right up to the headline. Tärkeimmät talousuutiset | Kauppalehti...
10/22/2026, 4:31 AM
by Karhu Hylje
5
The CEO has mentioned that Savoy and Palace have been generating excellent results. People are probably divided into winners who can afford ...
10/21/2026, 11:34 AM
by Alamäki
3
Interesting. While looking at this card data, I’ve been wondering if there might be a bit of a selection bias in the sample? Could dining out...
10/21/2026, 11:20 AM
by Mukava valkku
5
A highlight from this material shared by OP regarding their Q3 card data. Consumer money really isn’t being channeled into restaurants.
10/21/2026, 9:53 AM
by Karhu Hylje
13
OP published its Q3/2026 earnings preview. The recommendation remains at Buy, but the target price was lowered from €9.40 → €9.10. The earnings...
10/21/2026, 7:14 AM
by Cadel
9
The Nordea analyst has clearly been following the current NoHo Partners for a while now, given that the headline still says Restamax from memory
10/21/2026, 5:34 AM
by LaineenKutari
10
Nordea also notes the softness of the market in its own analysis, but looks past it further ahead. Other countries haven’t had strong momentum...
10/21/2026, 5:25 AM
by Karhu Hylje
11