Ja,det er mulig. De var inne og raskt ute igjen ved emisjon også. Det var imidlertid solid salgspress gjennom dagen. Er litt spent på morgendagen,da jeg tror en og annen vil kjøpe om selgerne fortsatt er der.
Tror dette ikke blir et tre dagers fall. Ellers er det jeg som har misforstått.
Rart denne ikke går mer. Lakseeksporten øker og nybolig ventes å øke i 2026. Nesten ikke omsetning i aksjen. Er det gjelden som bremser? Eller Short?
Godt mulig jeg tar feil her, men er ikke mye av deres produksjons lokaler og fabrikker i østeuropa og nært Ukraina? Slik at krigen der må stanse før denne setter sikkelig fart?
De har 70-80 produksjonsanlegg til sammen. Høyest tilstedeværelse i vest/nord europa, men de er garantert godt posisjonert for eventuell gjenoppbygging av Ukraina sammen med saint gobain.
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Med utvikling i Venezuela og Iran, burde vel i grunn pengekrana til Putins krigskasse være ytterligere en hel del begrenset. Usikker på om Trump har vært så vellykket med å påvirke Modi i India som han har uttrykt, så forventer Russland kan drifte krig enda, men det koster mer siden de har mindre. BEWI er jo også godt eksponert for innpakking til f.eks. fiskeeksport også, den går jo stort sett så det suser, så som satsing på at Ukraina/Russland gir seg, fremstår dette som en relativt trygg eksponering. AI foreslo Heidelberg materials også, men ikke bare fortrolig til eksponering i tysk marked.
Noen som forstår dagens offbook handel?
Er kun 4 beholdninger over denne størrelsen, men alle disse ville vært meldepliktig ved salg? Bewi, Haas og Kverna som innsider, UBS (TIND?) som fall under 5% grense
̶K̶a̶n̶ ̶d̶e̶t̶ ̶v̶æ̶r̶e̶ ̶a̶t̶ ̶U̶B̶S̶ ̶f̶o̶r̶s̶a̶t̶t̶ ̶l̶i̶g̶g̶e̶r̶ ̶u̶t̶e̶ ̶m̶e̶d̶ ̶r̶e̶s̶t̶ ̶i̶ ̶s̶a̶l̶g̶ ̶o̶g̶ ̶d̶e̶r̶m̶e̶d̶ ̶e̶r̶ ̶i̶k̶k̶e̶ ̶t̶r̶a̶n̶s̶a̶k̶s̶j̶o̶n̶e̶n̶ ̶f̶e̶r̶d̶i̶g̶ ̶o̶g̶ ̶m̶e̶l̶d̶b̶a̶r̶?̶
EDIT, ser ut som det var M2 asset+capital som solgte, sitter med 2 kontoer
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Får håpe det snur snart her. Har falt mye.
Bewi har gått veldig etter sist rapport, her er noe av grunnen 
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Begynner det å snu? Kursen gått endel på forhånd, så får se hvordan markedet reagerer i dag
BEWI - Results for the second quarter and first half of 2026
2026-08-19 07:00:00
BEWI delivers strong earnings improvement and cash generation
BEWI, a leading provider of packaging, components, and insulation solutions, today reports its results for the second quarter and first half of 2026. The group reported net sales of 247.8 million euro for the second quarter of 2026, up 19 per cent from 208.2 million euro for the corresponding period last year. Adjusted EBITDA increased by 57 per cent to 34.2 million euro, corresponding to an adjusted EBITDA margin of 13.8 per cent. The strong performance was driven by volume growth and operational improvements across all business segments.
“The second quarter demonstrates the strength of our business model. We deliver strong results across all segments, with Insulation & Construction being the largest contributor this quarter. We benefit from higher volumes, operational improvements and capitalise on investments made. This quarter demonstrates the benefit of our operating leverage, as volume growth translates into even stronger growth in earnings,” says Christian Bekken, CEO of BEWI.
Disciplined working capital management and lower inventory levels contributed to strong cash generation during the quarter, reducing net interest-bearing debt and strengthening the group’s financial flexibility.
The positive momentum is also reflected in the results for the first half of the year. Net sales increased by 13 per cent to 446.4 million euro, while adjusted EBITDA increased by 52 per cent to 56.4 million euro.
The Insulation & Construction segment delivered strong growth and a significant improvement in profitability for the quarter. Net sales increased by 18 per cent to 138.2 million euro, supported by volume growth across all regions, while adjusted EBITDA was up by 69 per cent to 17.5 million euro over the same period. The performance reflects higher capacity utilisation and improved operational efficiency.
Packaging & Components continued its positive development across key end markets. Net sales rose by 16 per cent to 97.9 million euro, with the adjusted EBITDA margin remaining solid at nearly 16 per cent. Seafood packaging was the largest contributor to earnings growth during the quarter, while strategic investments within automotive components continued to yield results. The segment also experienced positive development in HVAC and other industrial applications.
The Circular segment delivered an exceptionally strong quarter. Net sales came in at 21.3 million euro, while adjusted EBITDA improved to 2.5 million euro. Higher prices for virgin materials resulted in volume growth and increased sales prices also for recycled materials. Still, the performance reflects years of dedicated efforts to build an industrial-scale circular business model.
"Looking ahead, activity levels remain encouraging across several of our key markets, and initiatives implemented to strengthen operational performance and profitability continue to deliver results. The current
momentum and earnings capacity support solid performance also for the third quarter, taking into account that the second quarter is seasonally the strongest quarter», Bekken concludes.
Please find attached the report for the second quarter and first half of 2026, the presentation of the results, and the financials spreadsheet.
BEWI will present its second quarter and first half 2026 results today, 19 August 2026, at 10:00 CEST. In addition to the quarterly financial results, CEO Christian Bekken and CFO Stein Inge Liasjø will provide a broader update on BEWI’s strategic priorities, market developments and long-term growth opportunities. The presentation will be held at House of Oslo (VIA Oslo) and will be broadcast live via webcast. Questions may be submitted through the webcast, and a recording will be made available afterwards.