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
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
        }
      }
      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
    }
  }
}


ponsse-machines-are-selling-share-price-has-rocketed

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Analyst

Erkki Vesola

Ponsse is an industrial company. The company is a supplier of machinery for the forest industry, such as harvesters, dual machines, cranes and aggregates. In addition to its main business, it also supplies simulators and information systems that are used for training purposes by corporate customers. The largest operations are found in the Nordic market. The company was originally founded in 1970 and has its headquarters in Vieremä.

This might be related to some Brazilian contract. I heard a rumor that they made a big deal for a large pulp mill in Brazil. If that delivery includes, say, 200 machines, it would significantly impact one year. The market is so sluggish that I would believe this is about one such large delivery that makes operations look good. Ponsse, if I recall correctly, has a 160-machine full-service operation in Brazil, so compared to that, a package of 200 machines is not impossible.

Here are more proper comments from Aapeli on Deere’s results.  Deere, the world’s leading manufacturer of agricultural and forestry machinery, published its Q4 report yesterday and at the same time took a stand on its market outlook for fiscal year 2026. The company expects the global forestry machinery market to remain stable compared to fiscal year 2025, while the European agricultural machinery market is expected to remain stable or grow slightly. Thus, for domestic peers, Ponsse and Kesla, it is still difficult to see significant signs of improvement in the market.                   Inderes              Ponsse ja Kesla: Deere odottaa metsäkonemarkkinalle vakaata kehitystä...    Maailman johtava maa- ja metsätalouskoneiden valmistaja Deere julkisti eilen Q4-raporttinsa ja otti samalla kantaa tilikautensa 2026 markkinanäkymiin.

Above is something about John Deere’s results, if anyone in this thread is interested.  Reportedly, the forest machine side grew strongly, and the company expects it to remain stable next year. The construction and forest sectors seem and seemed to hold their own, even though Deere’s agricultural side faltered. The forest machine market doesn’t seem to be freezing up too badly, demand is still steady, and apparently, the outlooks of Deere’s competitors also support this.

Here are Aapeli’s thoughts on Ponsse’s upcoming change negotiations. The company announced it would initiate change negotiations concerning almost all of its Finnish personnel regarding potential layoff needs for next year due to the weakened market situation. The change negotiations did not come as a significant surprise, considering the rapidly darkening news flow from the domestic forest sector during the autumn and the overall picture from Ponsse’s Q3 report. The news has no immediate impact on our forecasts or our view of the company.                   Inderes              Ponsse varautuu toiminnan sopeutukseen muutosneuvotteluiden kautta - Inderes    Yhtiö kertoi aloittavansa lähes koko Suomen-henkilöstöä koskevat muutosneuvottelut ensi vuotta koskevien mahdollisten lomautustarpeiden osalta heikentyneen markkinatilanteen vuoksi.

Co-determination negotiations initiated, probable layoffs.                   Yle Uutiset – 22 Oct 25              Ponsse aloittaa muutosneuvottelut, jotka koskevat koko henkilöstöä    Talouden epävarmuus ja metsäteollisuuden haasteet ovat vähentäneet Ponssen metsäkoneiden kysyntää. Ponsse arvioi, että suunnitelmat voivat toteutuessaan johtaa lomautuksiin.

Tässä Aapelilta Ponssesta Q3:n jälkeinen yhtiöraportti.  Ponsse’s Q3 report was broadly subdued compared to our expectations, influenced by the recent rapid weakening of the forest machine market outlook. Signs of a quick recovery in the situation are currently, in our view, absent, which led us to significantly cut our forecasts for the coming years. With our lowered forecasts, the stock’s valuation is still elevated in our opinion, which is why the stock’s risk-adjusted return expectation remains weak. Reflecting this, we reiterate our reduce recommendation for Ponsse’s stock, but lower our target price to 25.0 euros (previously 27.5 €) in line with the forecast changes.                   Inderes              Ponsse Q3'25: Lyhyen aikavälin näkymät synkistyneet nopeasti - Inderes    Ponssen Q3-raportti oli laaja-alaisesti vaisu suhteessa odotuksiimme, minkä taustalla vaikutti metsäkonemarkkinan näkymien viimeaikainen nopea heikkeneminen.

Did that result at least fall far short of the comparison period? I don’t follow the company myself, so feel free to check it out: Ponsse Oyj: Ponssen osavuosikatsaus 1.1.-30.9.2025 | Kauppalehti PONSSE OYJ, INTERIM REPORT 21.10.2025 at 9:00 AM July-September:  Net sales were EUR 172.7 (169.3) million Operating profit was EUR 9.6 (18.5) million and operating profit percentage was 5.6 (11.0)  January-September:  Net sales were EUR 530.4 (526.9) million Operating profit was EUR 30.2 (19.1) million and operating profit percentage was 5.7 (3.6) Profit for the financial period was EUR 23.7 (0.3) million Earnings per share were EUR 0.85 (0.01) Order book was EUR 163.2 (199.1) million at the end of the review period Cash flow from operations was EUR 4.4 (36.5) million Equity ratio was 57.7 (55.1) percent at the end of the review period The company’s operating profit in euros is estimated to be slightly higher in 2025 than in 2024 (EUR 36.8 million).  Our operating profit fell short of targets, and relative profitability was 5.6 (11.0) percent. This was influenced by a weaker-than-expected gross margin and cost development.

Ponsse

The company's outlook is good from the viewpoint of market development, Ponsse’s own market position and profitability but we feel this is already fully discounted in the current share price...

<p>The company's outlook is good from the viewpoint of market development, Ponsse’s own market position and profitability but we feel this is already fully discounted in the current share price. The share’s valuation level is challenging with various indicators and leaves no room for disappointments.</p> 

	2020	21e	22e
Revenue	636.6	796.4	872.2
growth-%	-4.6 %	25.1 %	9.5 %
EBIT (adj.)	57.1	91.3	101.6
EBIT-% (adj.)	9.0 %	11.5 %	11.6 %
EPS (adj.)	1.58	2.52	2.82
Dividend	0.60	1.05	1.30
Dividend %	2.1 %	4.2 %	5.2 %
P/E (adj.)	18.5	9.9	8.8
EV/EBITDA	9.9	5.8	5.0

Ponsse: Machines are selling but share price has rocketed

Key Estimate Figures16.05.2021

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