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 ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  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
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    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 {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    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
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

HKFoods operates in the food industry. The group includes several subsidiaries with business activities in the sale, marketing and production of meat products from pork, beef and poultry. The group operates the entire value chain, from slaughtering, cutting to processing and resale of the raw materials. HKFoods has the largest operations in the Nordic market. The head office is located in Turku.

I’m responding a bit late to this question about the negative result for shareholders. HKFoods’ result for the current year is burdened by write-downs related to the conditional additional purchase price receivable from its Baltic business. This means the purchase price included uncertain items, the receipt of which now seems unlikely. It is certainly a shame that the additional purchase price will not be received, but it is still just an isolated issue that is not connected to HKFoods’ longer-term earning capacity. The value of a share is based on its long-term cash flows. In HKFoods’ case, the result is expected to turn positive for shareholders in the coming years (supported, for example, by the upward trend in adjusted operating profit and decreasing financing costs). Therefore, I do not believe that the negative result for shareholders in the current year would be a significant deterrent for investors as an isolated factor. If we consider negative factors from the perspective of institutions, these could relate, for example, to the capital-intensive and slow-growing industry and the company’s capital allocation (paying dividends before redeeming an expensive hybrid loan). Our forecasts roughly anticipate an adjusted operating profit for Q4 at the same level as the comparison period. My own expectations in this regard are relatively confident.

For the fourth quarter, there probably won’t be any write-downs related to international business operations anymore, so the full-year result might already be clearly positive, assuming the positive earnings momentum continues. In 2024, the fourth quarter’s operating profit was approximately 29% of the full year’s operating profit, and in 2023, about 21.7%. Q4 2023 is probably a somewhat poor comparison point, because at that time, more international units were still part of the group. If we now use that relative share of Q4/2024 operating profit as a base value, then 71% of the full year’s operating profit would have accumulated by 1-9/2025, and thus, with this calculation method, the operating profit for the last quarter would be approximately 8.9 million euros: (21.8 / 0.71) - 21.8 = 8.9. I was wondering that since -2.7 million euros of the 1-9/2025 fiscal year result is attributable to the parent company’s owners (of which -0.4 million euros is from the third quarter), and +2.1 million euros to non-controlling interests, how might that affect the investment calculations of larger investor entities (institutions and whatever else there is)? If it does affect, it might still keep some investors away from HKFoods’ stock, because the parent company’s owners are still incurring losses from the operations. Of course, I don’t know the accounting principles of the investment world, so this was more of a random chatterer’s musings aloud.

Inderes              HKFoods Oyj - Johdon liiketoimet - Tilli - Inderes    HKFoods Oyj, johtohenkilöiden liiketoimet, 7.11.2025 klo 10.30____________________________________________IlmoitusvelvollinenNimi: Mika TilliAsema: Talousjohtaja Liikkeeseenlaskija: HKFoods ...                             CFO making purchases, 20,000 shares at a price of €1.63/share. A nice small signal that the company’s daily operations have now stabilized and the crises have been overcome.

Pauli “Ora et labora” Lohi, as a diligent fellow, has already prepared a company report.  A largely unsurprising Q3 report led to moderate positive forecast changes, mainly due to a decrease in financing costs. We see the operational turnaround continuing, albeit at a more moderate pace than before, which, together with the gradual normalization of financing costs, rapidly lowers valuation multiples. We reiterate our Add recommendation and raise the target price to EUR 1.80 (previously EUR 1.70). Quoted from the report: Potential to become a defensive dividend company In the long term, HKFoods’ businesses have the potential to become defensive and dividend-paying, albeit with mediocre capital returns. The reduction in red meat consumption is slow, and the consumption of poultry and more processed foods is growing, so in the long term, we assume market growth will be close to general GDP growth. The meat industry and the food sector in general are competitive and capital-intensive industries where it is difficult to sustainably achieve returns on invested capital that exceed the required rate of return. On the other hand, in the short term, we see HKFoods as a turnaround company, whose earnings potential realization could support share price development.                   Inderes              HKFoods Q3'25: Tuloskäänne jatkuu ja rahoitusasema vakautuu - Inderes    Käänne jatkuu, mutta liiketuloksen osalta aiempaa maltillisemmin. Rahoituskuluissa on vielä runsaasti tehostumisvaraa.

Pauli interviewed HFoods’ CEO Juha Ruohola                    Inderes              HKFoods Q3'25: Myynnin rakenne parantui - Inderes    Aika: 05.11.2025 klo 13.05 HKFoodsin liikevaihto oli Q3:lla odotuksia matalampi, matalampikatteisten segmenttien kutistuessa. Vertailukelpoinen liiketulos kasvoi marginaalisesti vuodentakaiseen nähden.                             Topics: 00:00 Start  00:14 “Good performance in Q3”  01:09 Retail and Foodservice market  02:19 Impact of nutritional recommendations on demand  02:47 Increased price of beef weighed on profitability  04:25 Tariffs imposed by China on pork  05:58 Impact of pork oversupply on the Finnish market  06:32 Focus areas of the new strategy  08:10 Increase in operating profit target

Here are Pauli’s comments on the result.  HKFoods reported its Q3 interim report today, which was largely in line with our forecasts regarding operating profit. Revenue was lower than expected as lower-margin segments contracted. Net profit was surprisingly strong, influenced by lower-than-forecast net financial expenses and taxes. Overall, we consider the report to be quite neutral relative to expectations, unless other key points of note emerge at the company’s 10 AM press conference.                   Inderes              HKFoods Q3’25 -pikakommentti: Iso kuva odotusten mukainen - Inderes    Operatiiviset tulosrivit osuivat ennusteisiin ja ohjeistus säilyi ennallaan.

HKFoods Plc’s Interim Report January-September 2025: Growth in Comparable Operating Profit Continued in the Third Quarter - Inderes

HKFoods

HKFoods Plc Stock Exchange Release 27 May 2024, at 10 am Finnish timeJukka Nikkinen, HKFoods Plc's EVP Business Unit Denmark and member of the Group Executive Team, will leave the company on...

<div class="abstract">HKFoods Plc&nbsp;&nbsp; &nbsp;&nbsp;&nbsp; &nbsp;Stock Exchange Release 27 May 2024, at 10 am Finnish time</div>Jukka Nikkinen, HKFoods Plc's EVP Business Unit Denmark and member of the Group Executive Team, will leave the company on 30 June 2024. He worked for the company since 2012.&nbsp; Following Nikkinen's departure, Michael Juhl Jørgensen has been appointed as Interim EVP, Business Unit Denmark and member of the Group Executive Team as of 1 July 2024. Jørgensen will move to his new role within the company from his position as VP Operations and Supply Chain in Denmark."On behalf of the entire company, I would like to thank Jukka for his valuable contribution and work at HKFoods. I also wish Michael good luck and success in his new position," says Juha Ruohola, CEO at HKFoods.&nbsp; &nbsp; HKFoods Plc Juha Ruohola CEO &nbsp;Further information:&nbsp; Juha Ruohola, CEO, HKFoods Plc, tel. +358 400 647 160&nbsp; HKFoods Media Service Desk, tel. +358 10 570 5700 or communications@hkfoods.com&nbsp; &nbsp;With 110 years of experience, we at HKFoods make life tastier - today and tomorrow. Our strategic target is to grow into a versatile food company. Our home markets are Finland and Denmark, where around 3,600 of our professionals make responsible and locally produced food for consumers' varied food moments. Our well-known brands include HK[®], Kariniemen[®], Via[®] and Rose[®]. We are developing a more climate-friendly way of producing food. HKFoods is a publicly listed company, and in 2023, our net sales from continuing operations totalled nearly EUR 1.2 billion. www.hkfoods.com &nbsp;DISTRIBUTION: Nasdaq Helsinki Oy Main media www.hkfoods.com &nbsp;