ǀ ǀ i i h h h i i Stora Enson osakekurssi, 12 kk 20 18 16 14 12 10 8 03-18 06-18 09-18 12-18
Metsä Boardin osakekurssi, 12 kk 11 10 9 8 7 6 5 4 03-18 06-18 09-18 12-18 UPM-Kymmenen osakekurssi, 12 kk 36 34 32 30 28 26 24 22 20 03-18 06-18 09-18 12-18 Jyske Bankin osakekurssi, 12 kk, DKK 400 350 300 250 200 03-18 06-18 09-18 12-18
INDEKSIT PAIKALLINEN* EUR* RAAKA-AINEET KURSSI 1 PÄIVÄ 1 KK YTD P/E** 1 kk YTD 1 kk YTD Öljy (Brent) 67.9-0.93% 1.1% 26.1% Pohjoismaat Öljy (WTI) 60.0-0.42% 4.8% 32.1% OMXC25CAP 29.6 5.2% 15.5% 5.2% 15.5% Kulta 1309.2-0.23% -1.4% 2.1% OMXS30 15.4 2.0% 14.7% 2.3% 11.3% Hopea 15.5 0.13% -2.8% -0.1% OMXH25 15.3 4.1% 16.9% 4.1% 16.9% Kupari 2.9-0.53% -2.1% 10.4% OBX 14.5 2.6% 11.1% 3.3% 13.7% Hyödykeindeksi 193.1-0.12% 0.9% 9.8% Eurooppa Lähde: Thomson Reuters DAX 30 12.6 4.3% 11.6% 4.3% 11.6% FTSE 100 12.9 2.2% 10.0% 4.5% 15.4% KOROT NYT 1 PÄIVÄ* 1 KK* YTD* CAC 40 13.6 5.1% 14.9% 5.1% 14.9% USA 10-v 2.54 0.00-0.12-0.15 IBEX 35 11.9 3.8% 11.8% 3.8% 11.8% USA 2-v 2.41 0.01-0.08-0.09 MIB 10.7 5.4% 17.5% 5.4% 17.5% Saksa 10-v 0.04-0.04-0.06-0.21 RTS 5.6 3.6% 14.7% 3.3% 15.6% Euribor 12kk -0.11 0.00 0.00 0.01 AEX 14.6 2.4% 13.7% 2.4% 13.7% *Korkopistettä. Lähde: Thomson Reuters Euro Stoxx 50 13.3 5.2% 14.1% 5.2% 14.1% Yhdysvallat VALUUTAT KURSSI 1 PÄIVÄ -1 KK YTD S&P 500 16.7 2.3% 13.5% 1.9% 14.4% EURUSD 1.137-0.33% 0.28% -0.84% Nasdaq 20.0 3.5% 16.7% 3.1% 17.6% EURSEK 10.434 0.06% -1.56% 2.80% Dow Jones 15.5 0.2% 11.6% -0.1% 12.5% EURNOK 9.616-0.88% -1.45% -2.93% Aasia EURGBP 0.868 0.31% -0.05% -3.43% Nikkei 225 15.0 1.4% 7.8% 0.3% 7.0% EURRUB 72.588-0.32% -2.01% -9.18% Hang Seng 11.2 4.3% 14.4% 3.9% 15.0% EURCHF 1.128-0.40% -0.49% 0.26% Shanghai 9.7 8.8% 24.3% 9.3% 28.0% USDJPY 110.800 0.11% 0.11% 1.13% Maailma Dollari-indeksi 96.337 0.40% -0.15% 0.28% MSCI World 2.5% 12.6% 2.0% 17.1% Lähde: Thomson Reuters *Kokonaistuottoindeksi, **P/E, 12 kk tulosennusteella Lähde: Thomson Reuters POHJOISMAISET TULOSJULKISTUKSET GLOBAALIN MALLISALKUN TULOSJULKISTUKSET Päivämäärä Yhtiö EPS* Päivämäärä Yhtiö EPS* 28/03/2019 Santa Fe Group A/S 0.00 15/04/2019 Citigroup Inc 1.84 29/03/2019 H & M Hennes & Mauritz AB 0.32 16/04/2019 Bank of America Corp 0.68 03/04/2019 Chr Hansen Holding A/S 0.46 16/04/2019 Crow n Holdings Inc 1.05 04/04/2019 Stolt-Nielsen Ltd 0.39 16/04/2019 Johnson & Johnson 2.07 08/04/2019 Dustin Group AB 1.40 22/04/2019 Masco Corp 0.48 08/04/2019 Bang & Olufsen A/S 0.00 23/04/2019 Facebook Inc 1.63 09/04/2019 Industrivarden AB 0.00 23/04/2019 Stryker Corp 1.84 10/04/2019 Tryg A/S 1.78 25/04/2019 Bayer AG 2.05 11/04/2019 NRC Group ASA 0.00 25/04/2019 TechnipFMC PLC 0.30 12/04/2019 Fabege AB 1.11 26/04/2019 Lear Corp 4.24 12/04/2019 Atrium Ljungberg AB 2.40 26/04/2019 Total SA 1.34 16/04/2019 Avanza Bank Holding AB 3.39 29/04/2019 Alphabet Inc 10.59 17/04/2019 Elisa Oyj 0.47 29/04/2019 HCA Healthcare Inc 2.33 17/04/2019 Svenska Handelsbanken AB 2.03 29/04/2019 Mondelez International Inc 0.61 17/04/2019 Telefonaktiebolaget LM Ericsson 0.63 29/04/2019 ICON PLC 1.60 17/04/2019 BillerudKorsnas AB (publ) 2.26 30/04/2019 Brinker International Inc 1.21 18/04/2019 Sandvik AB 2.67 02/05/2019 Andritz AG 0.65 22/04/2019 Evolution Gaming Group AB (publ) 0.69 06/05/2019 Dow DuPont Inc 0.90 Yhtiöt, joita Nordea seuraa. *EPS on konsensusennuste raportointijaksolta. Lähde: Thomson Reuters Lähde: Thomson Reuters
GLOBAALI SALKKU OSAKE- MUUTOS P/E P/E OSINKO SEKTORI/YHTIÖ MAA ISIN KURSSI 1 KK YTD 2019E 2020E 2019E Energia Total Ranska FR0000120271 50.48 1.5% 9.3% 10.7 9.4 5.3% TechnipFMC UK GB00BDSFG982 23.83 5.2% 21.7% 17.5 15.7 2.3% Perusteollisuus Crow n Holdings USA US2283681060 55.91 3.0% 34.5% 10.5 9.7 Dow DuPont USA US26078J1007 55.92 1.2% 4.6% 14.1 12.1 2.9% Mondi UK GB00B1CRLC47 1775.50-5.3% 8.7% 11.0 10.7 3.9% Teollisuustuotteet ja -palvelut Andritz Itävalta AT0000730007 40.60-8.0% 1.2% 12.7 11.7 4.1% Masco USA US5745991068 39.11 3.7% 33.8% 14.4 13.0 1.2% Kulutustavarat ja -palvelut Lear Corp USA US5218652049 135.89-12.5% 10.6% 7.5 6.7 2.0% Brinker USA US1096411004 43.18-1.6% -1.8% 11.2 10.7 3.6% Peugeot Ranska FR0000121501 22.20-0.7% 19.1% 6.9 6.7 4.3% Päivittäistavarat Mondelez USA US6092071058 48.88 1.0% 22.1% 19.7 18.3 2.2% Terveydenhuolto Bayer Saksa DE000BAY0017 61.28-9.7% 1.2% 9.2 8.1 4.7% HCA Healthcare USA US40412C1018 136.91-3.6% 10.0% 13.7 12.3 1.1% ICON Irlanti IE0005711209 136.75-3.8% 5.8% 20.0 18.0 Johnson & Johnson USA US4781601046 138.10 2.0% 7.0% 16.1 15.1 2.7% Stryker USA US8636671013 198.00 5.6% 26.3% 24.4 22.2 1.1% Roche Sveitsi CH0012032048 270.65-2.3% 11.2% 14.7 14.3 3.3% Rahoitus ABN-Amro Hollanti NL0011540547 19.97-1.9% -2.8% 8.6 8.4 7.9% Allianz Saksa DE0008404005 197.30 2.1% 12.7% 10.5 9.8 4.8% Bank of America USA US0605051046 28.18-3.8% 14.4% 9.7 8.8 2.5% KBC Groep Belgia BE0003565737 62.54 2.0% 10.3% 10.8 10.4 6.1% Citigroup USA US1729674242 63.91-0.6% 22.8% 8.5 7.5 3.1% Prudential UK GB0007099541 16.12 5.4% 15.0% 10.2 9.2 3.4% Inform aatioteknologia Alphabet USA US02079K3059 1,236.13 11.9% 18.3% 26.3 22.6 CapGemini Ranska FR0000125338 106.70 4.6% 22.9% 16.5 15.0 1.8% Cisco Systems USA US17275R1023 53.94 9.2% 24.5% 17.6 16.0 2.5% Facebook USA US30303M1027 166.08 3.8% 26.7% 22.0 18.7 HP USA US40434L1052 20.22-13.6% -1.2% 9.4 8.9 3.1% Tietoliikennepalvelut Telecom Italia Italia IT0003497168 0.53 0.2% 9.7% 8.1 8.0 0.7% Yhdyskuntapalvelut Enel Italia IT0003128367 5.58 6.4% 10.6% 12.0 11.1 5.8%
Yhtiö Kurssi, eur Suositus Tavoite- Suositus Tuotto (osinkoineen) P/E P/E Osinko Osinko-% hinta, eur päivitetty 1 pv 1 kk 12 kk 2018E 2019E 2018E, eur 2018E 2019E Ahlstrom-Munksjö 13.92 Osta 16.00 15.2.19-0.7% 3.1% -8% 11.5 13.0 0.52 3.7% 3.8% Alma Media 6.26 Osta 8.00 15.2.19-0.9% 4.9% -7% 12.1 12.9 0.35 5.6% 6.2% Altia 7.60 Osta 8.50 8.2.19-1.0% 1.1% -2% 12.4 12.6 0.38 5.0% 7.0% Amer Sports 39.98 7.12.18 0.0% 0.7% 64% 27.9 24.2 0.74 1.8% 1.9% Aspo 8.66 15.2.19-0.2% 1.9% -8% 13.7 11.5 0.44 5.1% 5.3% Atria 8.44 14.2.19 0.1% 6.3% -31% 11.2 11.4 0.40 4.7% 5.3% Basw are 24.00 Osta 45.00 1.2.19 0.8% -36.5% -44% nm nm 0.00 0.0% 0.0% Cargotec 34.00 Osta 41.00 11.2.19-1.3% 7.7% -22% 11.5 10.4 1.15 3.4% 3.7% Caverion 5.57 Pidä 6.2.19-1.2% 9.8% -12% 69.9 22.0 0.05 0.9% 2.5% Citycon 9.20 Pidä 8.2.19-1.7% 9.6% 8% 11.2 12.4 0.65 7.1% 7.1% Cramo 17.73 Osta 24.00 21.3.19 0.9% 7.2% 5% 7.4 8.4 0.90 5.1% 5.4% Detection Technology 17.35 Osta 22.00 4.2.19-1.4% -7.0% -10% 15.4 18.6 0.38 2.2% 2.4% Elisa 40.65 Myy 35.00 1.2.19 0.6% 10.3% 20% 18.3 20.9 1.75 4.3% 4.6% DNA 19.60 Osta 19.50 4.2.19 1.7% 14.0% 19% 22.1 23.2 1.10 5.6% 5.6% Etteplan 8.08 11.2.19 0.5% -3.8% 6% 11.6 11.0 0.30 3.7% 4.0% Finnair 7.85 Pidä 18.2.19-2.7% 3.0% -28% 9.0 8.9 0.27 3.5% 3.7% Fortum 19.85 Pidä 13.3.19 1.2% 3.4% 15% 25.6 16.9 1.10 5.5% 5.5% Huhtamaki 33.15 Osta 35.00 15.2.19-0.2% 3.5% -4% 15.9 16.5 0.84 2.5% 2.6% Ilkka Yhtymä 3.92 #N/A 19.2.19-0.5% 2.6% 24% 1.7 28.1 0.40 10.2% 5.1% Investors House 6.85 4.3.19 0.0% 2.2% 2% 28.2 12.1 0.23 3.4% 3.8% Kemira 11.60 Osta 14.00 11.2.19-0.3% -2.6% 15% 13.1 13.7 0.53 4.6% 4.8% Kesko 54.82 Pidä 7.2.19 0.1% 6.4% 22% 19.1 20.5 2.34 4.3% 4.7% Kojamo plc 10.20 Osta 11.00 15.2.19 2.0% 7.4% 23% 17.5 18.5 0.29 2.8% 3.4% Kone 44.87 Pidä 25.1.19-0.7% 4.4% 16% 23.5 25.3 1.65 3.7% 3.8% Konecranes 32.86 Osta 40.00 8.2.19 0.7% 6.9% -5% 14.6 14.2 1.20 3.7% 3.8% Lassila & Tikanoja 14.52 Pidä 31.1.19-2.0% 3.4% -5% 16.5 14.8 0.92 6.3% 6.4% Metsä Board 5.91 Pidä 22.3.19-1.3% -1.7% -25% 8.8 10.4 0.29 4.9% 5.4% Metso 31.28 Pidä 7.2.19 0.7% 5.1% 29% 14.7 16.8 1.20 3.8% 4.0% Neste 94.40 Osta 93.00 7.2.19 1.1% 9.1% 70% 15.0 18.9 2.28 2.4% 2.7% Nokia 5.52 Pidä 20.3.19 0.9% 2.5% 26% 21.6 20.0 0.20 3.6% 3.8% Nokian Renkaat 31.49 Osta 37.00 6.2.19 0.0% 2.4% -8% 12.5 15.1 1.58 5.0% 5.1% Nordea 8.06 7.2.19-0.3% 5.5% -6% 10.9 12.6 0.69 8.6% 8.7% Olvi 32.80 Pidä 1.3.19-0.6% -3.8% 21% 16.4 16.2 0.85 2.6% 2.7% Oriola 2.42 Pidä 25.2.19-1.6% 18.9% -1% 13.0 14.8 0.10 4.1% 4.6% Orion 35.04 Pidä 13.2.19-0.1% 18.2% 41% 12.9 24.2 1.50 4.3% 4.3% Outokumpu 3.65 Pidä 20.3.19 1.3% 4.8% -40% 10.2 10.4 0.15 4.1% 4.1% Outotec 3.99 Osta 4.00 11.2.19 0.8% 24.3% -46% nm 14.8 0.00 0.0% 2.5% Ponsse 28.80 Pidä 20.2.19-1.0% 3.6% 4% 16.0 16.7 0.80 2.8% 3.0% Pöyry 10.15 Pidä 11.12.18-1.0% -0.5% 96% 21.5 20.9 0.15 1.5% 2.0% Ramirent 5.57 Pidä 11.2.19-0.6% -1.8% -14% 7.2 8.1 0.46 8.3% 8.3% Sampo 42.98 Pidä 14.3.19 0.3% 2.3% 2% 12.7 16.4 2.85 6.6% 6.9% Sanoma 9.04 Osta 10.50 7.2.19-1.3% 4.2% -3% 9.9 10.6 0.45 5.0% 5.5% Scanfil 4.11 18.2.19-0.2% -4.9% -5% 8.2 8.9 0.13 3.2% 3.6% Silmäasema 5.30 Pidä 8.3.19-0.4% 2.7% 13% 17.3 16.3 0.10 1.9% 2.8% SSAB B 2.87 Osta 4.22 26.2.19 0.2% 0.5% -22% 7.2 6.8 0.14 5.0% 7.3% Stora Enso 11.39 Pidä 22.3.19-1.8% 2.4% -20% 7.8 10.4 0.50 4.4% 5.0% Suominen 2.30 5.2.19-2.1% -0.9% -41% nm 19.5 0.00 0.0% 2.2% Telia 4.10 Osta 4.41 29.1.19-0.2% 7.7% 15% 16.0 14.0 0.23 5.5% 5.7% Terveystalo 9.10 Osta 10.50 15.2.19-2.7% 7.2% -3% 20.1 21.8 0.20 2.2% 2.7% Tieto 28.40 Pidä 7.2.19-0.9% 11.8% 5% 13.3 15.0 1.45 5.1% 5.1% Tokmanni 8.50 Osta 9.50 11.2.19-1.1% 3.6% 31% 12.4 11.4 0.50 5.9% 7.4% UPM-Kymmene 26.48 Osta 32.00 22.3.19-1.5% 0.9% -7% 9.9 12.5 1.30 4.9% 5.1% Uponor 10.05 Pidä 14.2.19-0.9% -2.8% -24% 13.2 12.6 0.51 5.1% 5.3% Valmet 23.84 Pidä 8.2.19 1.4% 11.9% 45% 16.5 17.3 0.65 2.7% 3.4% Verkkokauppa.com 4.13 Myy 3.70 18.2.19 0.7% 1.2% -17% 19.8 20.6 0.20 4.8% 5.1% Wärtsilä 14.33 Osta 17.00 31.1.19-1.7% -0.5% -18% 18.7 16.3 0.48 3.3% 3.9% YIT 5.30 Pidä 4.2.19-1.4% 7.3% -15% 14.1 8.3 0.27 5.1% 5.7%
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