ǀ ǀ h h i i h i i Veoneerin osakekurssi 12 kk, SEK 550 500 450 400 350 300 250 200 150 07-18 10-18 01-19
Booztin osakekurssi 12 kk, SEK 90 80 70 60 50 40 03-18 06-18 09-18 12-18 Millicomin osakekurssi 12 kk, SEK 650 600 550 500 450 03-18 06-18 09-18 12-18
Nokian osakekurssi 12 kk, EUR 6,0 5,5 5,0 4,5 4,0 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) 67.2-0.47% 1.5% 25.0% Pohjoismaat Öljy (WTI) 58.6 0.60% 5.4% 29.1% OMXC25CAP 29 4.7% 12.0% 4.8% 12.0% Kulta 1296.0-0.99% -1.9% 1.0% OMXS30 15.3 1.6% 11.2% 0.9% 6.7% Hopea 15.2-1.75% -3.8% -1.9% OMXH25 15.2 1.4% 12.7% 1.4% 12.7% Kupari 2.9-1.53% 3.1% 9.9% OBX 14.3 3.2% 8.0% 4.2% 9.8% Hyödykeindeksi 191.0-0.01% 1.3% 8.5% Eurooppa Lähde: Thomson Reuters DAX 30 12.8 4.6% 9.1% 4.6% 9.1% FTSE 100 12.6 1.3% 7.4% 3.1% 11.9% KOROT NYT 1 PÄIVÄ* 1 KK* YTD* CAC 40 13.5 5.1% 11.5% 5.1% 11.5% USA 10-v 2.63 0.02-0.04-0.06 IBEX 35 11.7 2.5% 7.9% 2.5% 7.9% USA 2-v 2.46 0.01-0.06-0.04 MIB 10.5 5.3% 13.1% 5.3% 13.1% Saksa 10-v 0.09 0.02-0.02-0.16 RTS 5.5-1.5% 11.3% -1.5% 12.9% Euribor 12kk -0.11 0.00 0.00 0.01 AEX 14.2 1.2% 10.1% 1.2% 10.1% *Korkopistettä. Lähde: Thomson Reuters Euro Stoxx 50 13.2 4.4% 10.5% 4.4% 10.5% Yhdysvallat VALUUTAT KURSSI 1 PÄIVÄ -1 KK YTD S&P 500 16.6 3.2% 11.8% 3.2% 13.4% EURUSD 1.130-0.20% 0.08% -1.46% Nasdaq 19.8 4.0% 14.7% 4.0% 16.3% EURSEK 10.517-0.05% 0.38% 3.62% Dow Jones 15.5 2.3% 10.1% 2.3% 11.6% EURNOK 9.689-0.11% -0.70% -2.19% Aasia EURGBP 0.854 0.55% -2.59% -4.98% Nikkei 225 14.7 4.8% 6.5% 3.9% 6.3% EURRUB 73.939-0.21% -1.23% -7.49% Hang Seng 11.1 2.7% 11.9% 2.7% 13.1% EURCHF 1.135-0.22% -0.06% 0.81% Shanghai 9.4 7.2% 20.1% 8.3% 24.6% USDJPY 111.700 0.49% 1.10% 1.95% Maailma Dollari-indeksi 96.700 0.24% -0.20% 0.66% MSCI World 3.1% 10.9% 3.8% 17.0% Lähde: Thomson Reuters *Kokonaistuottoindeksi, **P/E, 12 kk tulosennusteella Lähde: Thomson Reuters POHJOISMAISET TULOSJULKISTUKSET GLOBAALIN MALLISALKUN TULOSJULKISTUKSET Päivämäärä Yhtiö EPS* Päivämäärä Yhtiö EPS* 15/03/2019 MQ Holding AB -0.08 21/03/2019 Enel SpA 0.14 20/03/2019 KappAhl AB (publ) -0.12 15/04/2019 Citigroup Inc 1.84 28/03/2019 Santa Fe Group A/S 0.00 16/04/2019 Bank of America Corp 0.68 29/03/2019 H & M Hennes & Mauritz AB 0.39 16/04/2019 Crow n Holdings Inc 1.05 03/04/2019 Chr Hansen Holding A/S 0.46 16/04/2019 Johnson & Johnson 2.13 04/04/2019 Stolt-Nielsen Ltd 0.39 22/04/2019 Alphabet Inc 10.59 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 24/04/2019 Lear Corp 4.26 10/04/2019 Tryg A/S 1.78 24/04/2019 Stryker Corp 1.84 11/04/2019 NRC Group ASA 0.00 25/04/2019 Bayer AG 2.05 12/04/2019 Fabege AB 1.11 25/04/2019 TechnipFMC PLC 0.30 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 HCA Healthcare Inc 2.33 17/04/2019 Citycon Oyj 0.04 29/04/2019 Mondelez International Inc 0.61 17/04/2019 Elisa Oyj 0.47 29/04/2019 ICON PLC 1.60 17/04/2019 Svenska Handelsbanken AB 2.03 30/04/2019 Brinker International Inc 1.21 17/04/2019 Telefonaktiebolaget LM Ericsson 0.63 02/05/2019 Andritz AG 0.65 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 51.45 5.0% 11.4% 10.8 9.5 5.2% TechnipFMC UK GB00BDSFG982 22.99 0.6% 17.4% 16.9 15.2 2.3% Perusteollisuus Crow n Holdings USA US2283681060 54.12 1.8% 30.2% 10.2 9.4 Dow DuPont USA US26078J1007 55.03 4.5% 2.9% 13.8 11.8 2.9% Mondi UK GB00B1CRLC47 1747.50-7.9% 7.0% 10.9 10.6 3.9% Teollisuustuotteet ja -palvelut Andritz Itävalta AT0000730007 40.76-6.3% 1.6% 12.7 11.6 4.1% Masco USA US5745991068 38.91 4.5% 33.1% 14.4 12.9 1.2% Kulutustavarat ja -palvelut Lear Corp USA US5218652049 140.54-9.7% 14.4% 7.7 6.9 2.0% Brinker USA US1096411004 44.37-1.3% 0.9% 11.5 11.0 3.5% Peugeot Ranska FR0000121501 21.87 4.5% 17.3% 6.8 6.6 4.4% Päivittäistavarat Mondelez USA US6092071058 47.35 0.1% 18.3% 19.1 17.7 2.2% Terveydenhuolto Bayer Saksa DE000BAY0017 67.79 3.4% 11.9% 9.9 8.8 4.3% HCA Healthcare USA US40412C1018 131.77-7.3% 5.9% 13.1 11.9 1.2% ICON Irlanti IE0005711209 132.23-8.2% 2.3% 19.4 17.4 Johnson & Johnson USA US4781601046 138.02 2.8% 7.0% 16.1 15.2 2.7% Stryker USA US8636671013 193.35 4.2% 23.3% 23.8 21.7 1.1% Roche Sveitsi CH0012032048 274.80 1.5% 12.9% 15.0 14.6 3.3% Rahoitus ABN-Amro Hollanti NL0011540547 20.30 1.5% -1.2% 8.7 8.6 7.8% Allianz Saksa DE0008404005 199.40 8.3% 13.9% 10.6 9.9 4.8% Bank of America USA US0605051046 29.46 3.8% 19.6% 10.2 9.2 2.3% KBC Groep Belgia BE0003565737 61.54 3.3% 8.6% 10.6 10.2 6.2% Citigroup USA US1729674242 64.11 2.7% 23.1% 8.6 7.5 3.1% Prudential UK GB0007099541 15.84 4.4% 12.9% 10.1 9.1 3.4% Inform aatioteknologia Alphabet USA US02079K3059 1,192.53 5.6% 14.1% 25.4 21.8 CapGemini Ranska FR0000125338 106.25 3.8% 22.4% 16.4 14.9 1.8% Cisco Systems USA US17275R1023 52.74 9.0% 21.7% 17.2 15.6 2.6% Facebook USA US30303M1027 170.17 3.8% 29.8% 22.5 19.2 HP USA US40434L1052 19.64-15.5% -4.0% 9.1 8.7 3.2% Tietoliikennepalvelut Telecom Italia Italia IT0003497168 0.53 10.2% 10.0% 8.0 7.8 0.7% Yhdyskuntapalvelut Enel Italia IT0003128367 5.49 5.3% 8.8% 11.8 10.9 5.9%
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 14.16 Osta 16.00 15.2.19 1.1% 5.7% -8% 11.5 13.2 0.52 3.7% 3.7% Alma Media 6.36 Osta 8.00 15.2.19 0.0% 2.3% -15% 12.1 13.1 0.35 5.5% 6.1% Altia 7.50 Osta 8.50 8.2.19 0.0% 0.4% -3% 12.4 12.4 0.38 5.1% 7.1% Amer Sports 39.96 7.12.18 0.0% 1.0% 58% 27.9 24.2 0.74 1.8% 1.9% Aspo 8.70 15.2.19-1.1% -1.8% -6% 13.7 11.6 0.44 5.1% 5.3% Atria 8.32 14.2.19 1.1% 6.8% -33% 11.2 11.2 0.40 4.8% 5.4% Basw are 30.00 Osta 45.00 1.2.19 0.0% -22.1% -30% nm nm 0.00 0.0% 0.0% Cargotec 34.40 Osta 41.00 11.2.19 2.9% 6.9% -26% 11.5 10.5 1.15 3.3% 3.6% Caverion 5.49 Pidä 6.2.19-1.3% 8.9% -19% 69.9 21.7 0.05 0.9% 2.5% Citycon 1.83 Pidä 8.2.19 2.4% 7.1% 3% 11.2 12.3 0.13 7.1% 7.1% Cramo 17.35 Osta 18.40 11.2.19 0.8% 7.1% -2% 7.4 8.2 0.90 5.2% 5.5% Detection Technology 18.10 Osta 22.00 4.2.19-0.8% -2.7% -8% 15.4 19.4 0.38 2.1% 2.3% Elisa 39.47 Myy 35.00 1.2.19 2.5% 7.8% 14% 18.3 20.3 1.75 4.4% 4.7% DNA 19.24 Osta 19.50 4.2.19 3.2% 11.8% 14% 22.1 22.7 1.10 5.7% 5.7% Etteplan 8.20 11.2.19 1.2% -0.5% 7% 11.6 11.2 0.30 3.7% 3.9% Finnair 8.45 Pidä 18.2.19 1.5% 17.3% -29% 9.0 9.6 0.27 3.2% 3.4% Fortum 19.86 Pidä 13.3.19 1.6% -1.1% 18% 25.6 16.9 1.10 5.5% 5.5% Huhtamaki 32.59 Osta 35.00 15.2.19 2.2% 0.3% -8% 15.9 16.2 0.84 2.6% 2.6% Ilkka Yhtymä 3.88 #N/A 19.2.19 0.3% 1.8% 20% 1.7 27.8 0.40 10.3% 5.2% Investors House 6.75 4.3.19-0.7% -0.7% -3% 28.2 11.9 0.23 3.4% 3.9% Kemira 11.84 Osta 14.00 11.2.19 0.4% 4.4% 14% 13.1 13.9 0.53 4.5% 4.7% Kesko 53.22 Pidä 7.2.19 2.7% 2.6% 15% 19.1 19.9 2.34 4.4% 4.8% Kojamo plc 9.84 Osta 11.00 15.2.19 1.4% 3.5% 15% 17.5 17.8 0.29 2.9% 3.5% Kone 44.57 Pidä 25.1.19 1.7% 5.1% 13% 23.5 25.1 1.65 3.7% 3.8% Konecranes 32.37 Osta 40.00 8.2.19 0.9% 6.8% -8% 14.6 13.9 1.20 3.7% 3.9% Lassila & Tikanoja 15.72 Pidä 31.1.19 0.8% 3.0% -6% 16.5 16.0 0.92 5.9% 5.9% Metsä Board 5.96 Osta 7.40 8.2.19 1.1% -0.7% -18% 8.8 9.6 0.29 4.9% 5.4% Metso 30.50 Pidä 7.2.19 0.3% 6.5% 20% 14.7 16.4 1.20 3.9% 4.1% Neste 94.90 Osta 93.00 7.2.19 2.4% 9.0% 69% 15.0 19.0 2.28 2.4% 2.6% Nokia 5.47 Osta 6.00 1.2.19 1.3% -1.2% 21% 21.6 19.8 0.20 3.7% 3.8% Nokian Renkaat 31.84 Osta 37.00 6.2.19 2.2% 5.7% -10% 12.5 15.3 1.58 5.0% 5.0% Nordea 7.96 7.2.19 1.4% -0.2% -11% 10.9 12.5 0.69 8.7% 8.8% Olvi 33.40 Pidä 1.3.19 1.8% 1.8% 22% 16.4 16.5 0.85 2.5% 2.7% Oriola 2.42 Pidä 25.2.19 3.4% 13.4% -4% 13.0 14.8 0.10 4.1% 4.6% Orion 34.63 Pidä 13.2.19 0.9% 17.4% 36% 12.9 24.0 1.50 4.3% 4.3% Outokumpu 3.44 Pidä 8.2.19-1.2% 3.5% -45% 10.2 10.8 0.15 4.4% 4.4% Outotec 4.03 Osta 4.00 11.2.19 4.1% 30.2% -49% nm 15.0 0.00 0.0% 2.5% Ponsse 29.15 Pidä 20.2.19 1.7% 3.0% 6% 16.0 16.9 0.80 2.7% 2.9% Pöyry 10.15 Pidä 11.12.18-1.0% -2.4% 95% 21.5 20.9 0.15 1.5% 2.0% Ramirent 6.01 Pidä 11.2.19 0.1% 4.5% -16% 7.2 8.7 0.46 7.7% 7.7% Sampo 42.48 Pidä 14.3.19 1.1% 0.6% -1% 12.7 16.2 2.85 6.7% 6.9% Sanoma 9.07 Osta 10.50 7.2.19 0.8% 1.8% -7% 9.9 10.6 0.45 5.0% 5.5% Scanfil 4.10 18.2.19-1.9% -6.8% -8% 8.2 8.9 0.13 3.2% 3.7% Silmäasema 5.32 Pidä 8.3.19 0.8% 0.0% 12% 17.3 16.4 0.10 1.9% 2.8% SSAB B 2.78 Osta 4.18 26.2.19 0.0% 3.7% -27% 7.2 6.6 0.14 5.1% 7.5% Stora Enso 11.91 Osta 15.50 4.2.19 2.1% -0.9% -19% 7.8 10.1 0.50 4.2% 4.8% Suominen 2.39 5.2.19 0.0% 2.1% -39% nm 20.3 0.00 0.0% 2.1% Telia 4.02 Osta 4.37 29.1.19 1.3% 7.2% 8% 16.0 13.8 0.22 5.6% 5.7% Terveystalo 8.80 Osta 10.50 15.2.19-0.1% 5.1% -6% 20.1 21.1 0.20 2.3% 2.8% Tieto 28.12 Pidä 7.2.19-0.8% 10.4% 2% 13.3 14.8 1.45 5.2% 5.2% Tokmanni 8.99 Osta 9.50 11.2.19 1.0% 5.3% 23% 12.4 12.0 0.50 5.6% 7.0% UPM-Kymmene 26.35 Osta 32.00 1.2.19 1.9% -1.4% -7% 9.9 12.0 1.30 4.9% 5.1% Uponor 10.39 Pidä 14.2.19 0.1% 5.3% -28% 13.2 13.1 0.51 4.9% 5.1% Valmet 22.98 Pidä 8.2.19 2.2% 9.6% 37% 16.5 16.7 0.65 2.8% 3.5% Verkkokauppa.com 4.08 Myy 3.70 18.2.19 0.2% -3.0% -24% 19.8 20.3 0.20 4.9% 5.2% Wärtsilä 14.20 Osta 17.00 31.1.19 2.1% 0.5% -21% 18.7 16.2 0.48 3.4% 3.9% YIT 5.39 Pidä 4.2.19 2.6% 9.9% -19% 14.1 8.4 0.27 5.0% 5.6%
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