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
    id
  }
  tags {
    name
    id
  }
  ... 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
      researchContentUrl
    }
    ... 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
    }
  }
}


raute-low-multiples-amid-uncertainty-evli

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

changedAt

Raute operates in the industrial sector. The company is particularly specialized in the forest industry, where they offer machinery and equipment adapted to the production process, with the greatest focus on plywood and laminate. In addition, the company provides spare parts, maintenance and modernization of equipment. Operations are held on a global level with the greatest presence in Europe, North America and Asia. The company's headquarters are located in Nastola.

Raute generates surprisingly little discussion.  Here is the company report on the company from Antti following Q1  We reiterate our add recommendation and target price of EUR 16.00 for Raute following the company’s two-sided Q1 report. We made no significant changes to our forecasts, which we had already lowered after the April profit warning. In our view, Raute’s valuation is attractive across all key valuation metrics, provided the demand situation recovers by next year at the latest. We see Raute’s expected return, consisting of valuation upside and dividends, as still being higher than the cost of equity. Quote from the report: Raute’s balance sheet remains very strong The company’s net cash position was EUR 32 million at the end of Q1. Raute’s equity ratio was at a solid level of 65% at the end of Q1 (cf. target over 40%). Similar to the comparison period, the net gearing ratio was clearly negative at -54% in Q1. Consequently, the company’s balance sheet is very strong, which supports Raute’s ability to withstand all types of economic cycles and enables potential acquisitions in line with the strategy.                   Inderes              Raute Q1'26: Kysynnän toipumista odotellessa  - Inderes    Toistamme Rauten lisää-suosituksemme ja 16,00 euron tavoitehintamme yhtiön kaksijakoisen Q1-raportin jälkeen. Rauten arvostus on mielestämme edullinen kaikilla keskeisillä arvostusmittareilla tarkasteltuna, jos kysyntätilanne elpyy viimeistään ensi...

Here are Viljakainen’s quick comments on this morning’s results  Raute released its Q1 report this morning. The company clearly exceeded our earnings forecasts, which was thanks to the abnormally high profitability of the Wood Processing equipment unit. New orders, meanwhile, fell slightly short of our already low expectations in a difficult market situation, driven by the struggling global construction sector. The company naturally reiterated its recently fine-tuned full-year guidance. Preliminarily, we do not expect this two-sided report to create an immediate need for significant changes to our short-term forecasts for Raute.                   Inderes – 7 May 26              Raute Q1'26 -pikakommentti: Linjat olivat viime kvartaalien kaltaisia - Inderes    Kustannusvarausten purku Wood Processing -yksikössä siivitti käyttökatteen yli ennusteiden, mutta tilauskertymää jarrutti yhä rakentamisen kyntäminen.

Here is the pre-earnings report on Raute from Antti, as the company will release its Q1 results on Thursday, May 7th.  On Friday, Raute issued a slight negative profit warning regarding its revenue for the current year, as the recovery in demand has been delayed due to macro-driven reasons. The company maintained its earnings guidance, but due to the lower revenue forecasts, we have also positioned our earnings estimates closer to the lower end of the range. However, we believe the low valuation (2026e EV/EBIT 7x) continues to act as a shield for the stock.                   Inderes              Raute Q1'26 -ennakko: Matala arvostus riittää vielä suojakilveksi - Inderes    Raute antoi perjantaina lievän negatiivisen tulosvaroituksen kuluvan vuoden liikevaihdostaan kysynnän elpymisen viivästyttyä makropohjaisista syistä.

This isn’t a huge surprise based on the recent news flow, as the rise in market interest rates inevitably delays the recovery in construction. Maintaining profitability is, however, good news, as it hasn’t been many years since Raute needed roughly EUR 150 million in revenue to reach a break-even result. Overall, the warning is very mild, but the prolonged stalling of orders could certainly also be reflected in next year’s performance. An updated view and Q1 preview will be out by Monday.

Negative profit warning regarding revenue.                   Inderes              Raute Oyj: Sisäpiiritieto, tulosvaroitus: Raute päivittää ohjeistustaan -...    Raute Oyj, Pörssitiedote, Sisäpiiritieto 30.4.2026 kello 10.55Sisäpiiritieto, tulosvaroitus: Raute päivittää ohjeistustaan - vertailukelpoinen käyttökate säilyy aiemmin arvioidun mukaisena liikevaihdo...                              New guidance for 2026: Raute’s 2026 revenue is estimated to be EUR 125–160 million and comparable EBITDA is estimated to be EUR 10–19 million. Previous guidance for 2026 (published Feb 12, 2026): Raute’s 2026 revenue is estimated to be EUR 135–170 million and comparable EBITDA is estimated to be EUR 10–19 million. Grounds for the new guidance: Global economic and geopolitical uncertainty has continued to increase during the first quarter, which has led to further postponement of customers’ investment decisions and delayed the recovery of Raute’s order intake. At the same time, Raute’s continued strong operational performance and cost savings allow the comparable EBITDA guidance to remain unchanged.

CEO’s review from this week’s Annual General Meeting!                    Inderes              Rauten yhtiökokous | Toimitusjohtajan katsaus 14.4.2026 - Inderes    Aika: 17.04.2026 klo 14.00 Toimitusjohtaja Mika Saariahon katsaus Rauten yhtiökokouksesta 14.4.2026.

A year ago, Raute’s share looked blatantly undervalued, but the share hasn’t practically moved anywhere in a year, as the cycle turnaround has taken longer than expected with the continued slump in the construction sector. So, there has been no rush to jump on this train yet, but once the cycle turns (and surely it will turn eventually), the share looks very cheap. We discussed Raute’s situation on video today with @Antti_Viljakainen!                   Inderes              Tämä osake on halpa syklin kääntyessä - Inderes    Aika: 15.04.2026 klo 14.22 Rauten osake on mörninyt paikoillaan vuoden päivät, kun syklin kääntymistä on jouduttu odottelemaan odotettua pidempään. Syklin kääntyessä näyttäytyy osake kuitenkin erittäin edulliselta.

Raute

Raute reports Q1 results on May 7. Earnings will decline this year from the high comparison period, yet Raute’s order book should be stabilizing soon while time is ripe for a larger order.