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
    }
  }
  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 {
        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
    }
  }
}


k-ryhma-change-in-the-holding-of-kesko-corporations-treasury-shares-40

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

changedAt

Kesko operates in the retail sector. The company offers services primarily aimed at the food, construction and technology industries. The largest activities are found in the development of store concepts, channel sales, e-commerce sites and business models. The majority of operations are found in the Nordic and Baltic markets. The head office is located in Helsinki.

But the matter itself, namely the large acquisition, is a good thing. It complements Kesko’s portfolio nicely. By the way, Antti Herlin just mentioned that old truth in an interview: if a company doesn’t grow, it shrinks relatively and begins to wither, because competitors will certainly grow and take up market share.

Yeah, I agree with this! Taxation can make a difference. I was speaking about the principle that one could reinvest those dividend funds to counter dilution. Taxation then depends on the investor and whether they use an Equity Savings Account (OST) vs. a regular brokerage account (AOT), etc.

It does matter. The Finnish state says thanks as dividend taxes clatter into their bottomless pit. It is simply a matter of tax efficiency; you shouldn’t be distributing dividends and raising capital from owners through a rights issue at the same time.

It doesn’t matter. If the dividend you receive is financed by a share issue that dilutes your holdings, you can avoid this by buying back Kesko shares in the exact same proportion. The end result is the same. Either you lose ownership share and get cash, or you don’t lose it but you don’t get the cash.

For example, the dividend paid out from last year’s earnings totals approximately 250 million euros, so it definitely matters. The dilution could have been much smaller if the deal had been financed more through cash flow.

We don’t yet know this year’s results, and we know even less about next year’s. How could an acquisition be financed with a dividend that we don’t know anything about yet? I am curiously waiting for the terms of the share issue. Will it be directed at retailers or investors, and at what price? Kesko’s share price is currently even higher than it was last autumn.

Isn’t the dividend paid out from the previous year’s earnings based on the board’s proposal and approved by the annual general meeting, so it can’t really just be cancelled like that? Dividends to be paid from this year’s results won’t be decided until next year, at which point the acquisition can be taken into account when determining the dividend level. I added to my position anyway because I consider the deal a good and bold move, as well as an indication of a willingness to grow.

Kesko

Today a total of 1,814 B shares (KESKOB) have been returned to Kesko Corporation without consideration in accordance with the terms and conditions of Kesko's share-based commitment and incentive...

<div class="abstract"></div>Today a total of 1,814 B shares (KESKOB) have been returned to Kesko Corporation without consideration in accordance with the terms and conditions of Kesko's share-based commitment and incentive plan PSP 2023-2026. The shares had initially been granted to persons included in the target group of the 2023-2024 performance period of the plan.Following the return of the shares, Kesko holds 1,754,321 of its own B shares as treasury shares.Further information is available from Minttu Sinisalo, Executive Vice President, HR, tel. +358 105 322 744.Kesko CorporationDISTRIBUTION Nasdaq Helsinki Ltd Main news media www.kesko.fi<div></div>

K-ryhmä: Change in the holding of Kesko Corporation's treasury shares

K-ryhmä: Change in the holding of Kesko Corporation's treasury shares