Börskollen - Aktier, fonder och ekonominyheter
Börskollen
Noteringserbjudande: Patenterad halvledarteknik på väg till Nasdaq First North (annons)

Analyser av Stenhus Fastigheter

Kurs från TradingView
Visa mer ▼
StartNyheterPressreleaserRiktkurserInsynshandelBlankningAnalyserBloggarVideosPodcasts

Stenhus Fastigheter: Things are looking up - ABG

* Earnings capacity IFPM p.s. +3% q-o-q * Capital allocation to SBBs to continue * 2026e P/CEPS 10x vs.

ABG Sundal Collier • 10 jul 08:31

Stenhus Fastigheter: Above-sector growth at below-sector multiples - SEB

We make only minor CEPS revisions and leave our fair value range unchanged at SEK 13-15 following a stable Q2, including 27% y/y PFPM/share ...

SEB • 09 jul 12:35

Stenhus Fastigheter: Slightly ahead of expectations on lower costs - ABG

* NOI 6.5% y-o-y, +2.0% vs ABGSCe, +1.3% vs cons. * Value changes of +0.

ABG Sundal Collier • 09 jul 08:40

Stenhus Fastigheter: Q2 - a stable report with 27% y/y growth in PFPM/share - SEB

Q2 looks stable to us, with PFPM/share up 27% y/y. The outcome was 1% above Infront consensus, driven by lower property expenses but higher ...

SEB • 09 jul 08:39

Stenhus: Buy-backs propelling growth - SEB

We foresee strong PFPM/share growth in Q2, up 27% y/y (c.

SEB • 17 jun 07:05

Stenhus Fastigheter: Delivering ahead of expectations - ABG

* EC IFPM p.s. +7% q-o-q * Renewed mandate for 10% SBBs * 2026e P/CEPS 10x vs.

ABG Sundal Collier • 13 maj 07:08

Stenhus Fastigheter: Impressive growth supported by buy-backs - SEB

We raise 2026E-28E CEPS by 3-5% and our fair value range to SEK 14-17 (13-15) after a stellar Q1, including 34% y/y PFPM/share growth (10pp ...

SEB • 12 maj 15:18

Stenhus Fastigheter: Impressive growth supported by buy-backs - SEB

We raise 2026E-28E CEPS by 3-4% and our fair value range to SEK 14-17 (13-15) after a stellar Q1, including 34% y/y PFPM/share growth (10pp ...

SEB • 12 maj 14:40

Stenhus Fastigheter: Q1 beat driven by stronger top-line - ABG

* NOI 5% y-o-y, +3.4% vs ABGSCe, +1.3% vs cons. * Value changes of +0.

ABG Sundal Collier • 12 maj 08:06

Stenhus Fastigheter Q1: PFPM 9% above Infront consensus - SEB

Q1 looks solid, with a 9% PFPM beat versus consensus, positive value changes (0.

SEB • 12 maj 08:03

Stenhus Fastigheter: More buy-backs and a raised dividend - SEB

We expect PFPM/share growth of 17% y/y in Q1, driven by higher NOI, lower financial expenses, and buy-backs.

SEB • 26 mar 07:31

Stenhus: High yield with a shareholder-friendly agenda - SEB

We initiate coverage of Stenhus, a property company focused on high-yield assets, with an equity value range of SEK 14-16 (midpoint: SEK 15)...

SEB • 12 mar 07:25

Stenhus Fastigheter: Potential to drive cash earnings further - ABG

* Accretive SBBs set to continue in H1'26 * Room for M&A to drive earnings growth * 2026e P/CEPS 11x vs.

ABG Sundal Collier • 20 feb 07:22

Stenhus Fastigheter: Beat on stronger top-line, outlook neutral - ABG

* NOI +8.2% y-o-y, +4.0% vs ABGSCe, +0.9% vs cons. * Value changes of +0.

ABG Sundal Collier • 19 feb 08:18

Stenhus Fastigheter: On the right track - ABG

* Room for M&A to drive earnings growth * Funding costs are coming down significantly * 2026e P/CEPS 10x vs.

ABG Sundal Collier • 21 nov 2025 07:19

Stenhus Fastigheter: Strong operational performance in Q3 - ABG

* Strong NOI margin behind rec. PTP +1% vs ABGSCe * Cons to raise estimates (rec.

ABG Sundal Collier • 20 nov 2025 08:23

Stenhus Fastigheter: Outperforming on earnings growth - ABG

* Net acquistions in H2'25 * Buy-backs supportive for the share * 2025e P/CEPS 11x vs.

ABG Sundal Collier • 25 aug 2025 07:31

Stenhus Fastigheter: Slightly higher costs weigh on Q2 results - ABG

* Stable occupancy and positive net letting * Cons to lower estimates (rec.

ABG Sundal Collier • 21 aug 2025 09:59

Stenhus Fastigheter: Operationally sound - ABG

NOI estimates up by 3-4%, CEPS slightly negative Near-term focus on consolidation P/CEPS ~13x vs sector-average of ~18x Project completions...

ABG Sundal Collier • 22 feb 2023 07:15

Stenhus Fastigheter: NOI beat on strong topline figure - ABG

First take on Q4 figures Stenhus delivered a Q4 report with rental income of SEK 235m (+113% y-o-y, +9% vs ABGSCe).

ABG Sundal Collier • 21 feb 2023 08:49