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
            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
    }
  }
}


modular-finance-ir-consensus-cibus-nordic-real-estate-consensus-estimates-q4-2025

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Cibus Nordic Real Estate operates in the real estate industry and focuses on the acquisition, development and management of commercial properties. The company's portfolio includes office and retail properties. The operations are primarily concentrated in the Nordic region, with a main presence in Sweden, Norway and Finland. Cibus Nordic Real Estate was founded in 2018 and is headquartered in Stockholm, Sweden.

Cibus har igen været på indkøb: "Cibus har i fem separate transaktioner erhvervet 11 ejendomme i Sverige, Finland, Danmark og Belgien. Købsprisen beløber sig til 41,9 MEUR, og de årlige lejeindtægter er 2,74 MEUR med hovedsageligt double-net lejekonstruktioner. Den vægtede gennemsnitlige løbetid på lejekontrakterne er 11,6 år. Ankerlejerne er Ahold Delhaize og Jumbo i Belgien, Netto i Danmark, Tokmanni i Finland samt ICA og Axfood i Sverige. Ejendommene har et udlejeligt areal på 20.500 m2 og er fuldt udlejet. Dagligvarelejere tegner sig for over 90 procent af de samlede lejeindtægter."                   Inderes              Cibus acquires 11 assets in four countries for 41.9 MEUR - Inderes    Cibus has in five separate transactions acquired 11 properties in Sweden, Finland, Denmark and Belgium. The acquisition price amounts to 41.9 MEUR and the annual rental income is 2.74 MEUR with...

Hej, jeg vender lige tilbage til dette rentespørgsmål. Jeg har i 4/24 noteret, at Cibus’ finansiering er omstruktureret frem til 2/27, og renten er 3,8 %. Udvidelsen til Benelux-landene blev, så vidt jeg husker, foretaget via en aktieombytning, så i forhold til rentestigninger kunne en af begrundelserne være genforhandlingen af finansieringspuljen om godt et år og den dertilhørende renterisiko. Selvfølgelig kan diskussionen om behovet for fysiske butikker og væksten i e-handel også ses som et trusselsbillede for Cibus.

Insidere har i hvert fald købt, omend i ret moderate mængder.

Jeg overvejer selv, om jeg skal investere mere. Månedlige udbytter er tiltalende…

Jeg tror, det i øjeblikket handler om et skifte af administrerende direktør, selvfølgelig er der sandsynligvis også andre faktorer, som jeg ikke kan udtale mig om. For mit vedkommende holder det, i hvert fald indtil videre.

Falder dette nu hele tiden på grund af renteprognoserne?

Hvordan ser de oplyste ejendomseksperter her på Cibuss fremtid? Selskabets ejendomsmasse er i hvert fald angiveligt ekstremt defensiv, og “earnings capacity” ser ud til at være steget pænt, hvilket også burde muliggøre stigende udbytter. Derudover virker gældspuljen ikke umulig.

Cibus Nordic Real Estate

Estimates compiled by Modular Finance on behalf of Cibus Nordic Real Estate.Number of contributors: 7 (all of which have been updated or confirmed before the report)KPI (EURm, unless otherwise...

<div class="mfn-body"><p>Estimates compiled by Modular Finance on behalf of Cibus Nordic Real Estate.</p><p>Number of contributors: 7 (all of which have been updated or confirmed before the report)</p><table><tbody><tr><td class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid" width="80.2%" valign="bottom" rowspan="1" colspan="1"><strong>KPI (EURm, unless otherwise specified)</strong></td><td class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid" valign="bottom" rowspan="1" colspan="1" align="right"><strong>Q4 2025E</strong></td></tr><tr><td class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid" width="80.2%" valign="bottom" rowspan="1" colspan="1">Rental income</td><td class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid" valign="bottom" rowspan="1" colspan="1" align="right">43.9</td></tr><tr><td class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid" width="80.2%" valign="bottom" rowspan="1" colspan="1">Rental income growth (%)</td><td class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid" valign="bottom" rowspan="1" colspan="1" align="right">41.72</td></tr><tr><td class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid" width="80.2%" valign="bottom" rowspan="1" colspan="1">Net operating income</td><td class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid" valign="bottom" rowspan="1" colspan="1" align="right">40.3</td></tr><tr><td class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid" width="80.2%" valign="bottom" rowspan="1" colspan="1">Surplus ratio (%)</td><td class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid" valign="bottom" rowspan="1" colspan="1" align="right">92.12</td></tr><tr><td class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid" width="80.2%" valign="bottom" rowspan="1" colspan="1">Profit from property management</td><td class="mfn-bb-solid mfn-bl-solid mfn-br-solid mfn-bt-solid" valign="bottom" rowspan="1" colspan="1" align="right">20.8</td></tr></tbody></table><p>Cibus Nordic Real Estate’s Q4 report will be released on Wednesday 18 February.</p></div><div class="mfn-footer mfn-attachment mfn-attachment-general"><p><strong class="mfn-heading-1">Attachments</strong><br><a rel="noopener" href="https://storage.mfn.se/3f58f9b6-1cba-4434-898b-ab74ac8abaa8/cibus-nordic-real-estate-consensus-estimates-q4-2025.pdf" class="mfn-generated mfn-primary">Cibus Nordic Real Estate – Consensus estimates Q4 2025</a></p></div>

KPI (EURm, unless otherwise specified)	Q4 2025E
Rental income	43.9
Rental income growth (%)	41.72
Net operating income	40.3
Surplus ratio (%)	92.12
Profit from property management	20.8