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
    }
  }
}


tokmanni-weakening-margins-will-ease-toward-end-year

__typename

title

isPremium

lang

htmlBody

companies

createdAt

publishers

authors

reactionGroups

availableLanguages

pageUrl

imgUrl

description

Analyst

Olli Vilppo

Tokmanni Group is a variety discount retailer in the Nordics. The group has stores in Finland, Sweden and Denmark under the brand names Tokmanni, Dollarstore, Big Dollar, Click Shoes and Miny. In addition, Tokmanni has online stores. Tokmanni's headquarter and logistics centres are located in Mäntsälä, Finland. Dollarstore is headquartered in Kista, Stockholm with a central warehouse in Örebro. The group own a procurement company located in Shanghai together with a Norwegian discount store chain Europris.

Tokmanni on ostamassa tonttia Nilsiästä uutta myymälää varten. Nilsiän nykyinen Tokmanni todennäköisesti muuttaa siihen:                   Yle Uutiset – 21 Nov 24              Nilsiän entisen linja-autoaseman paikalle Tokmannin uusi myymälä    Kuopion kaupunki on myymässä linja-autoaseman tontin Tokmannin kiinteistöyhtiölle.

Eläkeläisenä ajattelen niin, että kuluttajien talousnäkymät eivät ole niin ruusuisia, tilanteesta tietysti riippuen, aika moni  hakee  edullisempia ostopaikkoja, mikä on tietysti Tokmannille hyvä. Itse olen pitänyt kulutuksen vain pakollisessa ja jatkan samaa mallia vielä muutaman vuoden. Jotenkin tämä aika on niin epävarma, että sitä siirtää varmuuden vuoksi kaikki ostot pidemmälle.

SalkunRakentaja juttu 18.11.2024. "Käppyrät kertovat: Tokmannin osakkeelle ostosignaali" Ei mitään niin ihmeellistä uutta jo olemassa olevaan tietoon - teknisen analyysin näkökulmasta referoitu mm. Investtechin näkemystä. LINKKI

Nordea julkaisi päivitetyn Tokmanni-analyysinsä. Suositus pysyy PIDÄ-tasolla, Fair value nousee 13,10 euroon (edellinen: 10,70 €).  Key upside risks: Tokmanni could post higher-than-expected LFL growth and increase its gross margins further. An increasing share of high-margin products, e.g. clothing and other private-label products, could support earnings going forward. A sudden recovery in consumer confidence could affect Tokmanni’s sales and earnings. In a downturn, the company could increase its market share considerably without hurting its gross margin. The integration of and synergies from the Dollarstore acquisition could also offer more upside than expected. Key downside risks: Gross margins and earnings could be negatively affected if Tokmanni refrains from increasing its selling prices to defend market share. Its product assortment remains sensitive to weather. Consumers could shift from general discounters to specialised discount stores. A general downturn in the economy could have an impact on performance, as witnessed by the recent profit warning. Ambitious growth targets could operationally increase risks due to more challenging category management. The Dollarstore acquisition increases leverage, and integration synergies might not be achieved.

Analyytikon kommentit ja päivitetty analyysi Tokmanin Q3-tuloksen jäljiltä.  Suositus nousee OSTA-tasolle (edellinen: LISÄÄ), tavoitehinta nousee 14,00 euroon (edellinen: 13,00 €).                   Inderes              Tokmanni Q3'24: Luottamus tuloskäänteeseen vahvistunut - Inderes    Tokmannin Q3-tulos ylitti odotukset ja vahvisti luottamustamme vuoden 2025 tuloskasvukäänteelle. Noussut kuluttajaluottamus näkyi konsernin myymälöissä asiakasvirtojen kasvuna, joka mielestämme luo edellytykset onnistuneelle joulusesongille.

@Arhi_Kivilahti on tehnyt hyvän  jutun Tokmannista heti Q3:n jälkeen.  Kannattavuuden parantamista voi selittää sekä toimistotarvikkeiden myynnin kasvu, että voimakas kasvu yritysmyynnissä. Näitä molempia voi pitää keskimääräistä kannattavampana myyntinä.                   kaupantila.fi              Tokmannin myynti kääntyi kasvuun Dollarstoren vetämänä    Halpakauppayhtiö Tokmanni raportoi kotimaasta edellisvuoden tasoista myyntiä, kun puolestaan Ruotsissa Dollarstore kasvoi hieman yli 3%.

Tokmanni Group

Tokmanni's Q4 result was close to our expectations, but the 2023 guidance and the underlying comments on the development of the different cost items were more positive than we expected. Inflation...

<p>Tokmanni's Q4 result was close to our expectations, but the 2023 guidance and the underlying comments on the development of the different cost items were more positive than we expected. Inflation still holds consumers' purchasing power hostage, but increased price awareness in customer behavior seems to have strengthened, which we believe supports Tokmanni's development. The company's own strategic work also remained good. </p> 

	2022	23e	24e
Revenue	1,168.0	1,215.7	1,289.1
growth-%	2.30 %	4.08 %	6.04 %
EBIT (adj.)	85.7	90.0	101.7
EBIT-% (adj.)	7.34 %	7.40 %	7.89 %
EPS (adj.)	1.03	1.07	1.23
Dividend	0.76	0.78	0.80
Dividend %	6.73 %	7.07 %	7.25 %
P/E (adj.)	10.99	10.32	9.00
EV/EBITDA	6.66	6.16	5.12

Tokmanni: Weakening of margins will ease toward the end of the year

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Tokmanni Group

Key Estimate Figures13.02.2023

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Tokmanni Group

Key Estimate Figures13.02.2023

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