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
    }
  }
}


earnings-improvement-slower-than-expected

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Analyst

Rauli Juva

Suominen is a manufacturing company. The company manufactures and develops a wide range of wipes, hygiene products and medical applications. The manufacturing is based on non-woven fabrics that can be used for various purposes. Customers are found in several industries, with the largest operations in Europe and North America. The company has its headquarters in Helsinki.

I agree, and it’s definitely worth listening to if Suominen interests you at all. I don’t know if even Charles can turn this around, but at least he seems to have a good grip, and new, perhaps big, actions are coming. We’ll see in the coming years how far they go.

Rauli has prepared a new company report following Suominen’s Q3.   Suominen’s Q3 report contained limited new information after the preliminary data and guidance cut provided by the company two weeks ago. The new CEO will launch some kind of profitability program. In our opinion, this is necessary, considering the company’s loss-making earnings level. However, we believe the company’s valuation already prices in a higher earnings level than our forecasts, and thus the return expectation remains weak. We reiterate our Reduce recommendation and a target price of 1.6 euros. Quoted from the report: Price already reflects better-than-expected performance We value Suominen using earnings and balance sheet-based multiples and a DCF model. The earnings improvement we forecast will go into digesting the multiples in the coming years, and even with a significantly better earnings level (2027), we consider the valuation high. With the dividend being zero in the coming years, it also does not offer support for the return expectation. Thus, we see the return expectation as weak.                   Inderes              Suominen Q3'25: Uusia kannattavuustoimia tulossa - Inderes    Suomisen Q3-raportti sisälsi rajallisesti uutta tietoa yhtiön pari viikkoa sitten antamien ennakkotietojen ja ohjeistuksen laskun jälkeen.

An impressive performance by Charles Héaulmé. It instilled confidence in the future. I bought Suominen shares. Seems like a good value - strong presence in the USA. I see that as a strength.

Rauli interviewed Suominen’s new CEO Charles Héaulmé regarding Q3                    Inderes              Suominen Q3'25: Scaling company to the next level - Inderes    Aika: 29.10.2025 klo 15.28 New CEO Charles Héaulmé sees big potential in scaling Suominen to the next level over the next five years. CEO Charles Héaulmé shares his views in an interview with analyst Rauli Juva.                             Topics: 00:00 Introduction  00:14 Charles Héaulmé starts as the new CEO  09:08 Scaling Suominen to the next level  11:21 Main highlights of Q3’25  13:37 Outlook and drivers for the fourth quarter  16:35 Past efficiency measures and their results  20:13 Building a culture of winners

Rauli has published a new company report after the negative outlook. Suominen issued an expected profit warning regarding its results and stated that the full-year adjusted operating profit would fall short of the comparison period. The warning and the preliminary information provided on Q3 results were largely in line with our expectations. We slightly lowered our forecasts. We upgrade the recommendation to ‘reduce’ (previously ‘sell’) and lower the target price to 1.6 euros (previously 1.7e) due to slightly lower forecasts.                   Inderes              Suominen: Odotettu tulosvaroitus - Inderes    Suominen varoitti odotetusti tuloksestaan ja kertoi koko vuoden oik. käyttökatteen jäävän vertailukaudesta.

Suominen revises outlook downwards   Suominen Corporation, Inside Information, October 15, 2025, 2:30 p.m. EEST In its 2024 financial statements release, published on March 5, 2025, and its half-year report, published on August 7, 2025, Suominen estimated that the company’s comparable operating profit (EBITDA) in 2025 would improve from 2024. Suominen now expects that its comparable operating profit (EBITDA) in 2025 will be lower than in 2024. “Although demand for nonwovens has historically been stronger in the second half of the year and our cost-saving measures have started to yield results, the recovery of volumes, mainly due to the fluctuating customs situation in the United States and related supply chain disruptions, progressed slower in the third quarter than we had previously estimated. In addition, two significant events affected our U.S. plants in the third quarter: due to an equipment breakdown at one plant, one production line was out of operation for an extended period and caused additional costs, while a major water damage incident in the storage area of another plant led to the spoilage of products in stock. An investigation is underway regarding the damages to seek potential compensation, but the timeline for receiving it is uncertain. Third-quarter net sales were EUR 99.8 million and comparable operating profit is estimated to be approximately EUR 3.4 million. As a result, we estimate that the full-year comparable operating profit will be lower than the 2024 level," states Suominen’s President and CEO Charles Héaulmé. New Outlook: Suominen expects that its comparable operating profit (EBITDA) in 2025 will be lower than in 2024. In 2024, Suominen’s comparable operating profit was EUR 17.0 million. Previous Outlook: Suominen expected that its comparable operating profit (EBITDA) in 2025 would improve from 2024. In 2024, Suominen’s comparable operating profit was EUR 17.0 million. Suominen will publish its third-quarter interim report on Wednesday, October 29, 2025, at approximately 9:30 a.m. EEST.                   Inderes              Sisäpiiritieto: Tulosvaroitus: Suominen alentaa näkymiään vuodelle 2025 ja...    Suominen Oyj:n sisäpiiritieto 15.10.2025 14:30 Suominen arvioi vuoden 2024 tilinpäätöstiedotteessaan, julkaistu 5.3.2025, sekä puolivuotiskatsauksessaan, julkaistu 7.8.2025, että yhtiön vertailukelpoi...

Rauli and Tomi discussed Suominen and its performance and attractiveness.                   Inderes              Suominen: Laivan täytyy kääntyä - Inderes    Aika: 19.09.2025 klo 15.27 Koronavuosien jälkeen tappiokierteeseen joutuneen Suomisen velkaantuneisuus on myös noussut huolestuttavasti ja kurssi tulisi saada käännettyä. Analyytikko Rauli Juva pohtii edellytyksiä tuloskäänteelle.                             Topics: 00:00 Start  00:18 Years after COVID have been difficult  03:07 Early year even more challenging than the previous year  03:54 Pricing power put to the test  06:47 Change of CEO  08:51 Mergers and acquisitions and industry consolidation  10:04 Indebtedness elevated  11:55 Efficiency measures should be visible by year-end  14:00 Valuation not attractive

Suominen

Suominen's first-quarter results missed expectations but were better than the comparison period, and the company reiterated its guidance for adj. EBITDA improvement in 2024 vs. 2023. 

<p>Suominen's first-quarter results missed expectations but were better than the comparison period, and the company reiterated its guidance for adj. EBITDA improvement in 2024 vs. 2023. We have lowered our forecasts for this year and continue to see risks of earnings misses. In our view, the stock is already pricing in some sort of normal earnings, which are well above the current earnings level. We believe it will take until 2025 at the earliest for the company to reach this level.</p>

	2023	24e	25e
Revenue	450.8	456.5	465.6
growth-%	-8.6 %	1.3 %	2.0 %
EBIT (adj.)	-2.7	8.2	18.9
EBIT-% (adj.)	-0.6 %	1.8 %	4.1 %
EPS (adj.)	-0.14	0.04	0.19
Dividend	0.10	0.10	0.10
Dividend %	3.5 %	5.8 %	5.8 %
P/E (adj.)	neg.	42.9	9.0
EV/EBITDA	18.6	6.2	4.0

Earnings improvement slower than expected

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Key Estimate Figures07.05.2024

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