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
    }
  }
}


__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Head of Research

Antti Viljakainen

Valmet supplies technologies, automation and lifecycle services to process industries globally, including pulp, paper and energy. The company operates globally and supports customers from initial capital equipment delivery through decades of operation. Its business model is based on a large installed base, long-term customer relationships and recurring services.

Here’s a less than three-minute clip from Sijoituskästi about Valmet, just basic information about the company  For those who have followed the company more, there shouldn’t be much new, although it’s a good concise clip in itself. https://x.com/STNXfi/status/1999104865184661609    And here’s a link for those without X  https://twitter-thread.com/t/1999104865184661609

News Powered by Cision              Valmet vahvistaa taloudellista asemaansa 375 miljoonan euron pitkäaikaisella...    Valmet Oyj:n lehdistötiedote 12.12.2025 klo 9.30 Valmet on onnistuneesti toteuttanut ensimmäisen                             Valmet has successfully completed its first Schuldschein loan transaction, totaling EUR 375 million. This significant issuance strengthens Valmet’s long-term debt structure and is an important step in diversifying the company’s funding sources and expanding its debt investor base. The loan is divided into 11 tranches, comprising both fixed and floating-rate portions, and its maturity profile is diversified across three, five, seven, and ten years. The average maturity is almost six years. At the end of the third quarter of 2025, Valmet’s net gearing ratio was 38 percent, which is well below its target level of less than 50 percent. BNP Paribas, Skandinaviska Enskilda Banken, and Landesbank Hessen-Thüringen Girozentrale (Helaba) acted as joint lead arrangers for the Schuldschein issuance.

This might also have a part in the decline. News from this morning.                   Yle Uutiset – 10 Dec 25              Teollisuuden uudet tilaukset vähenivät vuodentakaisesta    Uutiset nopeasti ja luotettavasti.

Yesterday, one of the main competitors, Voith, also issued a statement where the organizational structure is being reformed to improve competitiveness. There is talk of a need to reduce the entire group’s workforce by approximately 11%.                   voith.com              2025-12-09 VZ Voith examines structure globally | Voith    Heidenheim, Germany, December 09, 2025. The Voith Group is reviewing adjustments to its organizational structures and workforce as part of the company`s ongoing strategic deve ...

I wondered about this decline. However, it’s a particularly sharp drop. Now, if I had even a little extra, I could make a small purchase.

Danske Bank Downgrades Valmet to Sell (Hold), Sets Price Target at 24 Euros - BN | MarketScreener Someone else is probably wondering about today’s stock price drop; I found this, meaning Danske is lowering Valmet’s recommendation and target price.

News Powered by Cision              Valmet on saanut päätökseen muutosneuvottelut lomautuksista...    Valmet Oyj:n lehdistötiedote 8.12.2025 klo 9.00 Valmet on saanut päätökseen 10. marraskuuta 2025                             Valmet has concluded the change negotiations initiated on November 10, 2025 concerning temporary layoffs in the Packaging and Paper Machines business unit, which belongs to the Packaging Materials and Paper business line, and in the Global Supply Chain unit in Finland. The change negotiations concerned a plan to adjust the capacity of the Packaging and Paper Machines business unit and the Global Supply Chain unit and to improve cost efficiency. As a result of the change negotiations, Valmet may implement temporary layoffs if necessary during the first half of 2026. Possible layoffs concern personnel of the Packaging and Paper Machines business unit and personnel of the Jyväskylä machine shop and foundry within the Global Supply Chain’s P&P Manufacturing unit. In total, the negotiations concerned over 950 employees, covering all employee groups in these units in Finland, most of whom work in Jyväskylä, Tikkurila (Vantaa), and Raisio. Valmet has approximately 19,000 employees globally, and in Finland, the company employs approximately 6,000 people.

Valmet

We find the overall picture of Valmet’s Q1 report neutral, even though there was strong discord in the businesses, especially in terms of orders and demand outlook. 


<p>We find the overall picture of Valmet&rsquo;s Q1 report neutral, even though there was strong discord in the businesses, especially in terms of orders and demand outlook. However, we prefer to see the glass as half full, as the stable businesses that are important for Valmet's result and value develop at least reasonably, which compensates for the headwind caused by the weakness of the device businesses' orders and order outlook, especially for next year. After the report, the decreases in earnings forecasts were minor at Group level. We believe that the upside in Valmet's low valuation and the good dividend yield of nearly 6% still generate a higher expected return than the required return on a one-year scope.</p>

	2023	24e	25e
Revenue	5,532.0	5,423.5	5,267.2
growth-%	9.0 %	-2.0 %	-2.9 %
EBIT (adj.)	598.0	593.5	611.0
EBIT-% (adj.)	10.8 %	10.9 %	11.6 %
EPS (adj.)	2.31	2.19	2.30
Dividend	1.35	1.40	1.45
Dividend %	5.2 %	5.3 %	5.5 %
P/E (adj.)	11.3	12.1	11.5
EV/EBITDA	8.4	7.9	7.3

The glass is half full

Key Estimate Figures08.02.2024

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