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
    }
  }
}


enersense-next-year-could-mark-a-return-to-profitable-growth-nordea

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Enersense International operates in the industrial sector. The company's specialist expertise is found in project management for major industrial projects, which mainly includes design and construction, planning, logistics and administration. In addition to the main business, staffing and personnel management are offered. The company operates on a global level, with the Nordic and Baltic countries as home markets.

The investor day interview revealed the share of services in core businesses for 2024 (40%), as well as the service revenue amount of ~134M. (What I asked above) I’m interested to see what the figures will be in 2025 and 2026, both percentage-wise and in terms of service revenue. The share of services was followed by an * mark and a clarification regarding which services it concerned. The company’s service offering is likely to expand soon.

CEO Kari Sundbäck talked about his company as an investment at the Investor Days.                    Inderes              Enersense sijoituskohteena | Sijoittajapäivä 24.11.2025 - Inderes    Aika: 24.11.2025 klo 16.00 Toimitusjohtaja Kari Sundbäck kertoo Enersensestä sijoituskohteena.

Here are Aapeli’s comments on how Enersense plans to convert its convertible bond into a convertible hybrid bond.  The aim of the arrangement is to strengthen Enersense’s balance sheet, extend the maturity profile of its financing, and support the refinancing of other debt arrangements. The company’s financing restructuring was quite expected in the near future, and we consider the terms of the arrangement to be reasonably neutral in the current situation. The planned arrangement has no impact on our view of the company.                   Inderes              Enersense suunnittelee vaihtovelkakirjalainansa muuttamista vaihdettavaksi...    Järjestelyn tavoitteena on vahvistaa yhtiön tasetta, pidentää rahoituksen maturiteettiprofiilia ja tukea muiden velkarahoitusjärjestelyjen uudelleenrahoitusta.

6 months +99% and not much interest here either  There’s certainly still work to be done with trust, but one would think that with these growth figures, there would already be interest in the new leadership. Demand is guaranteed for years to come as the electricity infrastructure will be doubled; we are waiting for broader interest to emerge. The stock price will follow. Good work on the analysis from Aapeli.

Above all, Enersense seems to have, after the new CEO started working and by focusing on its core business, restored the confidence that had been lost due to continuously missed results.

Aapeli has prepared a new company report on Enersense following the Q3 results.  Enersense’s core business operating profit exceeded our forecasts by a clear margin in Q3. The realized development once again strengthened our confidence in the earnings turnaround we forecast for the coming years. Reflecting the report that exceeded our expectations and at least moderately good demand prospects, we slightly raised our forecasts for the coming years. We still see the stock’s valuation as attractive, which is why we reiterate our ‘add’ recommendation and raise our target price to 5.2 euros (previously 4.7 €) in line with the forecast changes. Quoted from the report: In our opinion, Enersense should currently be valued especially through earnings-based multiples and a sum-of-the-parts calculation, which also takes into account assets outside the core businesses. Currently, we see the acceptable valuation of the stock to be approximately 10x–14x with a P/E multiple, approximately 8x–12x with an EV/EBIT multiple, and approximately 5x–7x with an EV/EBITDA multiple. Following the strong Q3 report and our increased confidence regarding the earnings turnaround, we see the acceptable valuation settling around the mid-point of these ranges (previously around the lower end and mid-point). A rise in acceptable valuation above this, in our opinion, requires further evidence of the earnings turnaround, for which cleaner figures will have to wait until next year. https://www.inderes.fi/research/enersense-q325-tuloskasvuodotuksille-saatiin-lisavahvistusta EDIT: I had the wrong link to the report earlier, thanks to my forum buddy!

Here are Aapeli’s comments on Enersense’s Q3 results.  Enersense published its Q3 report this morning. The operational earnings development of the company’s core businesses easily surpassed our forecasts. It had also continued the implementation of its Value Uplift efficiency program as targeted. There were no major surprises in the market outlook, and in our opinion, the demand situation can be expected to remain at least moderately good overall. https://www.inderes.fi/analyst-comments/enersense-q325-pikakommentti-ydinliiketoimintojen-operatiivinen-tuloskehitys-heittamalla-yli-odotusten

Enersense International

The share price has come up by 82% since June 2025. The macroeconomic environment is not very strong, and the company even gave a negative profit warning in August, but there have been several...

The share price has come up by 82% since June 2025. The macroeconomic environment is not very strong, and the company even gave a negative profit warning in August, but there have been several positive drivers in the past few months. Risks related to the Marine and Offshore unit disappeared with the divestment of the operations. The Power segment has also won several new projects and the company's share buyback programme was completed on 24 October 2025. Moreover, we forecast EUR 12.7m in adj. EBITDA in H2 compared to EUR 5.0m in H1 2025. Cash flow from operations could also be positive in H2 2025. But the share price drove Enersense's 2025 EV/EBIT up to 12.0x compared to the peer group median of 12.6x. Our conclusion is that a similar development in the share price is unlikely in the near term. Our fair value range remains at EUR 3.9-4.9, based on our DCF analysis and backed by a peer group comparison.