10 Nordic Companies Worth Knowing About – Part 2

My second Seeking Alpha article is up, and again it´s about the nordic markets. In total, the following companies have been analyzed:
Vestas, Castellum, Kopparbergs, Novo Nordisk,  ABB, Atlas Copco, Yara, Kongsberg Gruppen, Gjensidige, Norsk Hydro, Castellum, Marine Harvest, Atea, Pandora, Kinnevik, Kone, Huhtamaki, Nordea, Tomra, Wärtsilä and Statoil.

You can find the article at the bottom of this post.

Right now, I’m writing the third article.  This time, we shall take a look at each company from a financially based perspective. Meaning, I’m going to create spreadsheets and look at earnings, earnings growth and solvency, Capex. Even more, I’ll add some estimates from 2018 and 2019. This is how one of my excel files look like.

 Excerpt of the article:

“In my previous article ” 10 Nordic Companies Worth Knowing About” I showed you my perception of 10 companies which I find to be of high quality and worth mentioning for international investors. Naturally, some potential candidates had to be neglected in order to write the first article, so this post will try to make up for that. I’m happy to say that I’ve been able to find another 10 companies were each company either have had or still has a strong position in the Nordic markets.”

10 Nordic Companies Worth Knowing About – Part 2

Take Care,

Stockles

8 comments

  1. Hey Stockles. Nice work. If you are looking for a post article some day. I’d love to hear about your experience with seeking alpha. Why you write for them, what it is like and what do you get out of it. Does it help promote your blog? Do you make any money at it? That sort of stuff. I’m interested and wondering if it would be for me. Tom
    Tom @ Dividends Diversify recently posted…O My! Now I’m a Real Estate Guy.My Profile

    1. Hi Tom,

      Sorry for not responding earlier. There are several reasons for why I write on Seeking Alpha: First is that I’ve seen that US investors don’t know much about nordic companies, so I wanted to fix that. Second, I want to expose Stockles for other people and third, I get some money for doing it. Not much at all, but since I’m learning stuff while writing the articles, it’s just a win win no matter what. I’ve saw some increase on my blog a few days after the posts, but seems like it’s gone now. Anyhow, it’s fun to talk to other investors too.

      Thanks for commenting, and just ask more if you need more info

  2. Good work Stockles!!!

    Hi Tom, what l’ve heard is they don’t pay much and it’s a pain to get through their editors. Most people write for them mainly for visibility or to market other services. An easy way to publish stuff on SA is by using their blog feature. I’ve done it.

    Anyway, l also would be interested in Stockles’ experience with SA, that is if he ever responds to comments here, haha. He seems to be spending too much time on Twitter like me 😉
    Mr. ATM recently posted…Speed Reading Earnings Report: Beyond The First 60 SecondsMy Profile

    1. Thanks Mr.ATM 🙂

      Hehe, true. Twitter is a bit to fun, and I’m also trying to read as many books much as possible. I suppose that’s why I’m a bit “off”.

      About Seeking Alpha: Well, as I said to Tom, SA is mainly for fun. It’s fun to reach and talk to other investors. Most of us in the dividend community seems to be quite baised when it comes to “high quality companies” and we often talk as if we know if a company is safe or not. By increasing the number of investors I talk to, the more input I get, and then I’m able to get a broader picture of the whole situation. Yes, I get a few $ for my work on Seeking Alpha, but when comparing to the amount of time I’ve put in, well, then it’s nothing.

      The blog thing is smart. Gaining more followers and getting more views (and comments). The only issue is that I have about 4 or 5 investor forums were I’m active, so it’s starting to become a bit hard to follow up on conversations.

      Yeah. Thanks for commenting!

  3. Hi, Check out Finnish holding company Sampo.
    It owns:
    If insurance
    Mandatum life insurance
    46.7% Topdanmark insurance
    21.25% Nordea Bank.

    1. Hi Piski,

      Sampo is a company I’ve researched before and it could surerly be placed among the 20 top companies. Thanks for sharing the details about the holdings!

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