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 CompanyTagList on Company {
  pageUrl
  name
  viewerIsFollowing
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    ...CompanyTagList
    id
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  availableLanguages
  pageUrl
  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
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      defaultInstrument {
        isin
        id
      }
      id
    }
    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 {
    id
    name
    viewerIsFollowing
    defaultInstrument {
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      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
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


__typename

title

isPremium

lang

htmlBody

companies

createdAt

publishers

authors

reactionGroups

availableLanguages

pageUrl

imgUrl

description

Analyst

Kasper Mellas

Sabbatical

Sauli Vilén

Mandatum has operations within the financial sector. The company offers various financial services to both private savers and corporate customers. The range is broad and mainly includes capital and wealth management, savings and investments, compensation and rewards, pension plans and personal risk insurance. The largest operations are found in Finland.

Altor on laittamassa Mandatumin myyntiin ilmeisesti ensi vuoden aikana: e class="onebox allowlistedgeneric" data-onebox-src="https://www.di.se/nyheter/di-erfar-har-ar-altors-nasta-forsaljning/">           Dagens industri – 22 Oct 24              Di erfar: Här är Altors nästa försäljning    Efter måndagens försäljning av Carnegie förbereder riskkapitalbolaget Altor ett pärlband av avyttringar, erfar Di. Ett tiotal affärer uppges ligga i pipen – och tre försäljningar hägrar i närtid.

Tässä on Kasperin kommentit huhuista joiden mukaan Mandatumin osittain omistamasta Saxo Bankista olisi saatu tarjous.                    Inderes              Markkinahuhun mukaan Mandatumin omistamasta Saxo Bankista on saatu ei-sitova...    Uutistoimisto Bloombergin tuoreen markkinahuhun mukaan Mandatumin osittain omistamalle Saxo Bankille olisi ilmaantunut potentiaalisia ostajia. Huhuttu ostajakunta koostuu amerikkalaisen välitysyhtiö Interactive Brokersin, ruotsalaisen...

Mandatumin suurin omistaja Altor on samaan aikaan myynyt Carnegien DNB:lle, mistä vapautuu reilun miljardin euron verran rahaa. Mielenkiintoista nähdä, mitä Altor (Harald Mix) tekee Mandatum-potilleen jatkossa. https://www.reuters.com/markets/deals/norways-dnb-agrees-buy-carnegie-114-billion-2024-10-21/

Altor ja Centerbridge ovat Bloombergin mukaan tehneet ei-sitovan tarjouksen Saxon ostamisesta. Myös Interactive Brokers osoittanut kiinnostuksen merkkejä. Mandatum omistaa Saxosta noin 20%. Juttu on maksumuurin takana. https://www.bloomberg.com/news/articles/2024-10-21/saxo-bank-is-said-to-draw-altor-led-group-interactive-brokers?srnd=homepage-europe

Valtaosa AUMista tulee instikoilta ja yrityksiltä. Ei ole pelkoa siitä että nämä lähtisivät pois.

Kyllä he olivat käytännössä itse kontaktissa asiakkaisiin.

Käsitykseni mukaan suurinosa (?) Mandatumin sijoituksista on tehty kuorien kautta, joita ei toiseen rahalaitokseen pystytä siirtämään. Vaatii siis realisoinnin ja mahd. verojen noston. Saa olla kyllä kemiat erittäin kohdillaan, että pystyy kukaan edes silmät kirkkaana suosittelemaan sijoitusvakuutuksen lunastamista :). Uusi raha on toki sitten eri asia.

Mandatum

Mandatum’s investor story is based on two cornerstones: growth in capital-light asset management and a significant release of capital from a continuously declining with-profit business. With our estimates, we find the share's valuation to be very attractive from several angles, and an exceptionally attractive dividend outlook clearly supports the share.

<p>Mandatum’s investor story is based on two cornerstones: growth in capital-light asset management and a significant release of capital from a continuously declining with-profit business. With our estimates, we find the share's valuation to be very attractive from several angles, and an exceptionally attractive dividend outlook clearly supports the share. </p> 

	2022	23e	24e
Revenue	126.0	127.7	137.8
growth-%	-58.82 %	1.34 %	7.90 %
EBIT (adj.)	75.7	184.7	214.0
EBIT-% (adj.)	60.08 %	144.67 %	155.29 %
EPS (adj.)	0.15	0.29	0.34
Dividend	0.39	0.33	0.35
Dividend %		7.79 %	8.26 %
P/E (adj.)	-	14.49	12.42
EV/EBITDA	-	11.60	10.05

Mandatum: Balance sheet full of dividends

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Mandatum

Key Estimate Figures12.10.2023

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Mandatum

Key Estimate Figures12.10.2023

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