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
    }
  }
}


__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Mikael Rautanen

Head of Nordic ER Development, Analyst

Antti Luiro

QT Group is active in the IT sector. The group develops various development tools for the global market. The technology is based on QT technology and is used to develop multi-platform interfaces and associated applications. The services are used in, among other things, industrial robots, entertainment systems, and vehicle systems. Businesses are conducted on a global level and customers are found in the automotive and aerospace industries.

Kunne du uddybe dette lidt? Jeg synes, det er mærkeligt, at du ikke fremlægger dine egne observationer og udelader din egen røde tråd. Hvis du ønsker, at der skal opstå en diskussion, så uddyb venligst mere, hvad du har hørt.

Jeg har lige lyttet til QT Q3-præsentationen igen. Jeg må sige, at der var mange nuancer i den, som jeg ikke havde bemærket før. Jeg anbefaler at lytte til den, især spørgsmål- og svar-delen samt afsluttende bemærkninger.                   qt.events.inderes.com              Q3 results 2025    About Qt Group Qt Group (Nasdaq Helsinki: QTCOM) is a global software company, trusted by industry leaders and over 1.5 million developers worldwide to create applications and smart devices that users love. We help our customers to increase...

Der rapporteres tilsyneladende lidt tilfældigt om dem. Jeg kan ikke sige, hvilken logik der er i dette, når nogle af short-positionerne er lukket, og faktisk er short-positionerne faldet på det seneste. I øjeblikket udgør short-positionerne 3,5 % af aktiekapitalen. Disse har der historisk set altid været hos Qt. Jeg ville selv se på 2026-vurderingen, som faktisk er 3,4 EV/Sales. Det er godt nok gået nedad

Interessant forbedring i UBS’s salg af analoge halvledere i dag. Som I ved, går disse til industrielle og automotive applikationer. Dette korrelerer sandsynligvis stærkt med QT’s kundesalg. ”Following Q3, we assess the latest leading indicators and provide an updated outlook for the automotive semiconductors market for 2025E and 2026E. Recent data indicates that the cycle continues to progress, albeit at a slower rate than initially anticipated by the market. Total Analog revenue growth has risen to 5% YoY in Q325, with Q425 projected to grow by +11% YoY following seven consecutive quarters of contraction, signalling an ongoing recovery. We revise our automotive semiconductor forecasts to -5% YoY for 2025E (previously -7% YoY) and +11.6% for FY26E (up from the prior estimate of 10.6%), primarily supported by stronger vehicle production. Looking forward to Q4’25E and 2026E, projections suggest this upward momentum will persist, further bolstering our positive outlook on the analog segment.”

Det er interessant at se, at short-sælgere reducerer deres shortpositioner. Capeview Capital LLP reducerede deres nettosalgsposition i QT Group Plc med 9,09 % til 280.172 aktier, svarende til 1,10 % af selskabets aktier, pr. 4. december 2025. JPMorgan Asset Management UK reducerede deres nettosalgsposition i QT Group Plc med 14,41 % til 483.934 aktier, svarende til 1,90 % af selskabets aktier, pr. 2. december 2025. Hvis ledelsen havde været tilstrækkelig forsigtig i deres guidance og ikke havde skuffet den, ville vi have nået bunden. Forhåbentlig vil større handler blive underskrevet i 2026. Det er værd at bemærke, at den negative valutaeffekt stadig er meget stor i fjerde kvartal 2025 og første kvartal 2026.

De havde taget en position på 20.000 aktier. Det var ikke svært at gætte.

Qt Group

Qt’s operational performance continues as strong, the outlook is good, and the company progresses in line with its strategy in expanding to new areas. The share’s valuation is still tight, and...

<p>Qt’s operational performance continues as strong, the outlook is good, and the company progresses in line with its strategy in expanding to new areas. The share’s valuation is still tight, and we see no room to stretch the multiples, but if the strong performance continues as we predict time will adjust the valuation.</p> 

	2020	21e	22e
Omsætning	79,4	113,5	149,0
vækst-%	36,1 %	42,9 %	31,2 %
EBIT (adj.)	17,0	25,9	49,4
EBIT-% (adj.)	21,4 %	22,8 %	33,1 %
EPS (adj.)	0,53	0,86	1,55
Udbytte	0,00	0,51	0,55
Udbytte %	0,0 %	1,6 %	1,7 %
P/E (adj.)	108,8	37,3	20,7
EV/EBITDA	70,7	26,9	14,9

Qt: Tolerance level of valuation tested

Key Estimate Figures23.04.2021

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