contentSlug

type

ContentPage_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentPage_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
  createdAt
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
    forum {
      threadUrl
    }
    defaultInstrument {
      symbol
      id
    }
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  createdAt
  changedAt
  isPremium
  authors {
    __typename
    name
    pageUrl
    id
  }
  companies {
    name
    pageUrl
    id
  }
  tags {
    name
    id
  }
  ... on Video {
    liveTime
    videoUrl
    videoEmbedUrl(location: "inderes")
  }
  ... on Webcast {
    liveTime
    videoUrl
    videoEmbedUrl(location: "inderes")
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        threadUrl
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      ...ExtensiveCoverage_Company
      defaultInstrument {
        isin
        id
        symbol
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    pageUrl
    ... on CompanyReport {
      reportUrl
      researchContentUrl
      researchContent {
        title
        lang
        pdfUrl
        relatedContent {
          __typename
          ...PublishingDetails
          ...Reactions
          id
        }
        content {
          title
          lang
          htmlBody
          publishedAt
          createdAt
          changedAt
          isOutdated
          isPremium
        }
      }
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
    ...ExtensiveCoverage_Snapshot
  }
  ...TrendingContent_1jQ2Cn
}

fragment ExtensiveCoverage_Company on Company {
  id
  defaultInstrument {
    estimateData {
      researchCurrency
      estimates {
        date
        recommendation
        targetPrice
      }
    }
    id
  }
}

fragment ExtensiveCoverage_Snapshot on Content {
  __isContent: __typename
  companies {
    id
    defaultInstrument {
      snapshot {
        transaction {
          date
          recommendation
          targetPrice
        }
      }
      id
    }
  }
}

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
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
        }
      }
      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
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
}

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
      name
      id
    }
  }
}


aspo-telko-delivers-while-esl-shipping-disappoints-nordea

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

pageUrl

publishers

authors

reactionGroups

translations

imgUrl

description

changedAt

Aspo operates in the transport and logistics industry. The company is run as a conglomerate with the vision of being an active player in the acquisition and development of companies, mainly in the growth markets of Eastern Europe. The industries in which the company has interests include, for example, the grocery retail, industry, and the IT sector. The headquarters are located in Helsinki.

You’re welcome, we’re here to serve you.  Yes, exactly.

looks like an ok result to me too, and it especially highlights the fact that Aspo flies pretty much “under the radar”. just by crunching the numbers and sketching out the future, I can still make this out to be a pretty attractive case  but the daily volume is very low! well, that’s just how it goes

Thank you for asking the question and sharing your view. It’s unfortunate how ESL is struggling, and this trend isn’t helping much either. It’s comforting that we’re in the same boat with management (acquisitions), even though at times it feels like they’re just making excuses and drifting aimlessly. Apparently, analyst coverage will continue for Telko after the demerger, and ESL will get its own coverage if they purchase the service?

According to the CEO, ESL benefits more from the construction of renewable energy, as the materials and components needed for this are transported by sea. Data centers can certainly provide some minor support, e.g., for steel transports, but my understanding is that data center equipment is transported either via container traffic, trucks, or by air. Consequently, these are not directly reflected in ESL’s volumes.

Here is a company report on Aspo from Kassu following Q3   At the Group level, Aspo’s Q3 report was in line with our forecasts, as Telko’s excellent operational performance made up for ESL’s subdued earnings level. Weak demand at ESL also weighed slightly on our Group earnings forecasts for 2027–2028, but at the same time, we raised Telko’s forecasts due to the segment’s increased profitability level. We reiterate our Accumulate recommendation, as in our view, the current share price can be justified almost by Telko’s value alone. Our target price remains unchanged at EUR 7.4 per share.                    Inderes – 3 Nov 26              Aspo Q3'26: Telko kattaa jo lähes koko markkina-arvon - Inderes    Aspon Q3-raportti oli konsernitasolla ennusteidemme mukainen Telkon erinomaisen operatiivisen suorituksen paikattua ESL:n vaisua tulostasoa.

Aspo’s CEO Rolf Jansson was interviewed by Kassu    Topics: (00:00) Intro  (00:09) A mixed quarter  (00:37) Outlook for ESL’s customer industries  (02:15) Fleet and investments  (04:19) ESL’s outlook for the rest of the year  (05:05) Strong quarter for Telko  (05:54) Drivers behind earnings growth  (07:38) Telko’s outlook  (08:20) Data center construction  (09:33) Impact of electricity prices on demand  (10:22) Upcoming Capital Markets Day

Here is Kassu’s Aspo preview, as the company will report its Q3 results next week on Monday   Operationally, our focus is on ESL Shipping’s volume development and Telko’s margins following an exceptionally strong Q2. In addition, we are keen to see how management comments on the progress of the planned demerger and the potential brought by ESL’s recent Stegra agreement.                    Inderes – 29 Oct 26              Aspo Q3'26 -ennakko: Talouskasvu ei vielä tarjonne vetoapua - Inderes    Liiketoimintojen osalta haemme tulospäivänä suuntaviivoja ennen kaikkea kysyntänäkymän kehityksestä.

Aspo

Q3 earnings improved y/y, but the underlying result was mixed. The adjusted EBITA margin for the Telko segment was good, but low cargo demand and poor vessel utilisation affected ESL Shipping...

Q3 earnings improved y/y, but the underlying result was mixed. The adjusted EBITA margin for the Telko segment was good, but low cargo demand and poor vessel utilisation affected ESL Shipping's profitability. Aspo maintained its outlook, guiding for a y/y EBITA improvement in 2026, prompting us to slightly reduce our near-term EBITA forecasts. Our long-term estimates still support a fair value range of EUR 7.1-8.7, based on an equal weighting of our DCF, P/E and SOTP valuations. Our current forecasts still include both segments. Aspo will host a CMD on 24 November 2026.

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Aspo: Telko delivers while ESL Shipping disappoints - Nordea

Aspo: Telko delivers while ESL Shipping disappoints - Nordea