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
    pageUrl
    id
  }
  tags {
    name
    id
  }
  ... on Video {
    liveTime
    videoUrl
    videoEmbedUrl(location: "inderes")
  }
  ... on Webcast {
    liveTime
    videoUrl
    videoEmbedUrl(location: "inderes")
  }
}

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
    }
  }
}


__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

changedAt

SCA is a Swedish company active in the forest industry, wood and paper production, as well as renewable energy and biofuels. The company processes raw materials from forests into products such as wood products, pulp, paper and bioenergy. The company also offers services to forest owners. SCA operates in markets globally, through exports and partnerships. The company was founded in 1929 and is headquartered in Sundsvall, Sweden.

Q1 2026 er ude, og på grund af konjunktursituationen må man bare konstatere, at der ikke er meget at råbe hurra for. Bortset fra en fodnote til fodnoten på side 9, kursiveringen til sidst er min egen: “Januar–marts 2026 sammenlignet med januar–marts 2025 Omsætningen steg 10 % til 662 mio. SEK (603). Højere salgspriser og højere leveringsvolumener havde en positiv indvirkning på omsætningen. EBITDA steg 54 % til 206 mio. SEK (134). EBITDA-marginen var 31,1 % (22,2). Stigningen var primært relateret til højere elpriser, idriftsættelse af Fasikan og højere priser i forretningen for flydende biobrændstof.” De kommende kvartaler bliver ret interessante, når alt tænkeligt brændstof skaffes for at holde flyene i luften.            sca.com              20260424-interim-report-q1-2026-en-0-5349777.pdf    1060.98 KB

SCA Q2/2025 ude, og SCA offentliggjorde ganske acceptable tal. Sammenlignet med finske skovselskaber er SCA interessant, fordi selskabet helt har opgivet produktionen af trykpapir. Derudover er SCA involveret i SAF-brændstoffer sammen med ST1. Aktiekursen har stået stille i årevis, the longer the base.. Virksomhedens værdiansættelse ser efter min mening slet ikke dårlig ud, især hvis man giver nogen optionsværdi til biobrændstofvirksomheden.            sca.com              20250725-half-year-report-q2-2025-en-0-5182247.pdf    1086.63 KB

Er der noget nyt fra den svenske celluloseafdeling?  Altså Svenska Cellulosa AB (SCA)…

SCA’s kurs ligger på omkring 115 SEK. Nordea vurderer SCA’s skovreservat på over to millioner hektar til at have en værdi på 99 SEK pr. aktie, hvilket er omkring 86 % af aktiens værdi. Derfor ser der ud til at være en smule opadgående potentiale for den egentlige forretning, selvom aktien har klaret sig meget bedre end gennemsnittet under corona-stormen. SCA har meget at forbedre i egenkapitalens forrentning.

Må jeg få en sammenligning med Norske Skog også, tak. Du kan selv vælge synsvinklerne, men det ville du alligevel gøre.  Ja, her råber de uden at tage højde for afstand og tid.

Fra overskriften for SCA-området: Har SCA ikke netop udskilt sin blødpapirforretning (Essity) og driver nu kun forretning inden for andre papir- og celluloseområder?

In March, at the request of shareholders 1,600 Class A shares were converted to Class B shares. The total number of votes in the company thereafter amounts to 1,250,125,959.The total number ...

<div class="abstract">In March, at the request of shareholders 1,600 Class A shares were converted to Class B shares. The total number of votes in the company thereafter amounts to 1,250,125,959.</div>The total number of registered shares in the company amounts to 702,342,489 of which 60,864,830 are Class A shares and 641,477,659 are Class B shares.&nbsp;For further information, please contact: SCA Press Office, +46 60 19 33 01NB:This information is information that SCA is obliged to make public pursuant to the Financial Instruments Trading Act. The information was submitted for publication at 8:00 a.m. CET on March 31, 2026<div></div>

SCA: Conversion of shares

SCA: Conversion of shares