Name: NESTE Q3’24: No quick fixes
Uploaded: 2024-11-08T14:43:55.864Z
Description: Neste: a new CEO is in place, but the short-term turmoil continues. The key uncertainty factors are the gross margin in Renewable Products and the current oversupply in the market. Valuation of the share is mixed and multiples very high with this year's weak performance - still long term potential. Analyst Petri Gostowski summarizes.

videoSlug

VideoSlug_VideoQuery

slug

VideoPageContentQuery

content

videos

query VideoSlug_VideoQuery(
  $videoSlug: String!
) {
  ...VideoPageContentQuery_1X4EH4
}

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
    }
  }
  ...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 LatestVideos_Videos on Query {
  videos(first: 5, upcoming: false, order: {field: liveTime, direction: DESC}) {
    edges {
      node {
        __typename
        id
        title
        lang
        pageUrl
        liveTime
        isLive
        companies {
          name
          squareLogoUrl
          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 VideoPageContentQuery_1X4EH4 on Query {
  content(slug: $videoSlug, type: [VIDEO, WEBCAST]) {
    __typename
    id
    title
    slug
    lang
    htmlBody
    isPremium
    summary
    companies {
      viewerIsFollowing
      id
      name
      pageUrl
      defaultInstrument {
        id
        isin
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    createdAt
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    ... on VideoInterface {
      __isVideoInterface: __typename
      imgUrl
      videoEmbedUrl(location: "inderes")
      registrationInfoHtml
      registrationUrl
      liveTime
      playerLayout
      isLive
      ... on Video {
        audioEmbedUrl
        transcript {
          segments {
            speakerId
            speakerName
            sentences {
              start
              end
              text
            }
          }
          speakers {
            speakerId
            name
          }
        }
      }
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
  }
  ...LatestVideos_Videos
}


type

__typename

title

lang

htmlBody

isPremium

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

changedAt

first

order

upcoming

edges

Community Designer

Sara Antonacci

Co. Head of Research

Petri Gostowski

Neste

Neste: a new CEO is in place, but the short-term turmoil continues. The key uncertainty factors are the gross margin in Renewable Products and the current oversupply in the market. Valuation of the share is mixed and multiples very high with this year's weak performance - still long term potential. Analyst Petri Gostowski summarizes.

Neste: a new CEO is in place, but the short-term turmoil continues. The key uncertainty factors are the gross margin in Renewable Products and the current oversupply in the market. Valuation of the share is mixed and multiples very high with this year&apos;s weak performance - still long term potential. Analyst Petri Gostowski summarizes.
Content: 00:00 Intro 00:21 Q3 01:11 How can Neste improve the situation? 02:21 Oversupply in the market 02:59 Other key factors&#xa0; 04:07 Valuation 05:54 Recommendation

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NESTE Q3’24: No quick fixes

NESTE Q3’24: No quick fixes

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