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
  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 {
        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
      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
  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
    }
  }
}


inderes-equity-research-sanoma-earnings-growth-will-accelerate-next-semester

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

changedAt

Sanoma is an innovative and agile learning and media company with two business segments: Learning and Media Finland. Learning's educational products and services reach 25 million students in K-12 education in 12 European countries. Media Finland has Finland's leading multichannel media offering (digital and print newspapers, magazines, TV and streaming services, and radio and audio services), through which it reaches 97% of Finns every week, enabling effective marketing solutions for corporate clients. The company's operations have a positive impact on the lives of millions of people every day.

Juho Toratti has written a piece on Sanoma   At the end of the interview, we asked the company’s management what they believe makes Sanoma an attractive investment right now. The answer is clear: ”Driven by the Learning business, we have a clear growth path for the years 2026–2030. This is already reflected in the outlook for the current year 2026, which points to a clear acceleration in earnings growth.” ”In addition, growth potential is created by the opening of the gambling market in Finland in mid-2027, as well as potential acquisitions in the K-12 (perus- ja toinen aste) learning business,” sums up Sanoma’s CEO Rob Kolkman.  Note! IR-monitoring is a channel by SalkunRakentaja and Sijoittaja.fi for corporate partners to share background and analytical articles, as well as other interesting investor information. The article is part of a commercial collaboration with the company. The article does not contain investment recommendations.                   Sijoittaja.fi – 2 Jun 26              Näin Sanoma rakentaa kasvuloikkaa vuoteen 2030    Sanoman vuoteen 2030 tähtäävän strategian keskiössä on kasvu. Haastattelimme yhtiön toimitusjohtaja Rob Kolkmania, joka avasi näkymiä strategian taustalla.

Above are two videos that I believe provide good insights into Sanoma’s future outlook. CEO Kolkman paints a credible growth path for Sanoma’s coming years, and the first signs of growth should already be visible during H2 of this year. The market, however, hasn’t watched the videos yet—or has watched them but doesn’t believe what it sees and hears. The coming months will be interesting for the share price development. If the company provides indications of growth during the upcoming quarters, the share price performance will likely be very different from what it has been over the past year. Personally, I believe in the company’s story and have significantly increased my position during the early part of the year. Time will tell if this becomes a hit or a miss.

Rob Kolkman was presenting Sanoma as an investment case today at Investor Day

Reviews by CEO Rob Kolkman and Sanoma Media Finland CEO Pia Kalsta from yesterday’s Annual General Meeting

Here is Juho Toratti’s analysis of Sanoma following Q1   Sanoma started the year 2024 strongly. High expectations have been placed on the current year, as curriculum reforms in Learning’s largest market areas are estimated to accelerate Sanoma’s growth. In the first quarter, the company delivered revenue slightly better than the consensus forecast compiled by LSEG Workspace, thanks to the learning business and especially its main markets in the Netherlands, Spain, and Poland. Growth expectations have been focused particularly on Spain and Poland, so the success in the first quarter in these markets builds confidence that growth will only accelerate during the seasonally stronger second and third quarters.                    Sijoittaja.fi – 7 May 26              Analyysi: Sanoma etenee ohjeistuksen mukaisesti - markkinoiden odotukset ovat...    Sanoma etenee ohjeistuksensa mukaisesti, mutta markkinoiden korkealle nousseet odotukset luovat painetta onnistumisille. Lue analyysi!

I was looking at Sanoma’s target prices after the Q1 results. With a quick glance, I found the ones listed below. Other brokerage firms have likely updated their target prices as well. In any case, everyone seems to agree that the outlook is good! Inderes 11.50 Op 11.70 Danske 14.0

That Petri is a brisk fellow - here is the company report as well  Sanoma’s Q1 development was largely in line with expectations, although the profitability improvement in Media Finland was a positive surprise. We have not made major changes to our forecasts, but we incorporated a recent small acquisition. We expect significant earnings growth from Sanoma this year thanks to market growth in the learning business, and the medium-term earnings growth outlook is also good. Quoted from the report: Earnings growth to continue in the coming years We have not made material changes to the longer-term forecasts, but they rose slightly supported by the acquisition. We expect Sanoma’s net sales to grow in both segments in 2027 supported by market growth, which will also flow efficiently into earnings growth. Overall, our average adjusted EBIT growth forecast for 2026-2028 is at a good level of 7% and in line with the high single-digit earnings growth targeted by the company.                   Inderes              Sanoma Q1'26: Tuloskasvunäkymä ei näy hinnassa - Inderes    Sanoman Q1-kehitys vastasi pitkälti odotettua, vaikkakin Media Finlandin kannattavuusparannus oli positiivinen yllätys.

Sanoma

Our latest equity research report on Sanoma is now out.Read the full report here.Follow Sanoma on Inderes.fi to stay informed on all analyst updates. Inderes Equity Research – Connecting investors...

Our latest equity research report on Sanoma is now out.<a href="https://www.inderes.fi/en/research/sanoma-extensive-report-earnings-growth-will-accelerate-next-semester">Read the full report here.</a>Follow Sanoma on Inderes.fi to stay informed on all analyst updates. Inderes Equity Research – Connecting investors and companies.&nbsp;<a href="http://www.inderes.fi">www.inderes.fi</a>

Inderes Equity Research: Sanoma – Earnings growth will accelerate next semester

Inderes Equity Research: Sanoma – Earnings growth will accelerate next semester