Karlito$
@KHP_Capital
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Stocks, memes & other sh$t
Sweden
Joined December 2013
I’m gonna give 10 random people that repost this and follow me $25,000 for fun (the $250,000 my X video made) I’ll pick the winners in 72 hours
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They bought Akelius Resi-portfolio in a, to say the least, “ill-timed” acquisition, which was in the same markets as Vonovia (mainly DE). How do you see potential larger divestments in DE affecting $VNA? If at all. @Wghhn123
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A lot of publicity regarding Heimstaden and the pension investment firm Alecta currently in Swedish press. Heimstaden seemingly in some distress due to need of cash and deleveraging through selling.
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@avanzabank Är KF och KF Barn någon juridisk skillnad eller endast olika namn på ett och samma kontoform - kapitalförsäkring? Har inga egna barn men tänkte spara till syskonbarn och vänners barn för födelsedagar och liknande.
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Swedish households are facing the largest interest rate shock in a long, long time. Powerful forces are at play and the risks to the broader economy should not be overlooked. What’s going on in the household sector, and what does 2023 have in store? Thread (1/9)
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Apparently 9 years no here today. Still felt I was late to the party. Still being my favourite social media channel compared to all other. #MyTwitterAnniversary
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Allianz RE & Heimstaden expands partnership on German resi market. JV:s happening. $VNA https://t.co/eIyKAo2lA8
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The @EIB is contributing €600 million toward @Vonovia_SE 's €2.3 billion building renovation investment plan. Rooftops and facades in thousands of buildings will be insulated, heat pumps and PVs installed. More here: https://t.co/fCqaNoTcjX
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New wave of public pressure for cost legislation of insuline coming? Thread worth a read and also the articles linked to. $NOVO
Did Twitter Blue tweet just cost Eli Lilly $LLY billions? Yes.
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Some assumptions made by Moody's until end of 2023: 10% drop in values €3-4Bn disposals completed Debt to gross assets will stay > 45% Fixed charge cover 3,3-3,9x Net debt/EBITDA 15-16x ~€5Bn debt maturities Sufficient covenant headroom
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$VNA rating downgrade by Moody's yesterday (01/11). https://t.co/CndwdLZxWj Rationale: Changed operating environment, with Interest rates -> UP Property values & Market outlook -> DOWN Marginal cost of debt -> UP Credit metrics -> WEAKER Disposal programme -> TOUGHER
Well… its been some interesting weeks following $VNA. Me thinking it would be pretty stable also with rate hikes from central bank. Now looking at yield soon ~7,5%. I’m continuing to buy but shares falling faster than my purchases can keep up the value of my position.
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Capital Allocation, Silicon Valley Style. Myriad reasons for $META's 74% Faceplant, but consider the abuse of the shareholder for capital allocation gone haywire. 2017 was apparently the right time to initiate repos. EVERY share bought, by the firm, or anybody, is underwater. 1/
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Key figures from Income statement, balance sheet and CF statement along with key figures for the years 2017-2021.
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Q4 -22 and forward: Q4 normally strong quarter, which hopefully will boost FY figures close to target figures. Due to weak comps Q1 & Q2 -22, Q1 & Q2 should hopefully show higher growth.
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Q&A: - M&A activity going down, less transactions. Probably multiples are coming down a bit at least. Continuing to be open to acquisitions but in no hurry - No specific comments regarding potential buybacks - Increase in total recurring revenues
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Financial position is strong, making Enea less impacted by increased financing costs and possibly making M&A more close at hand due to potential acquisition targets possibly being in worse financial situation.
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EBITDA & EBIT Levels have been improving throughout the year from the low Q1 and Q2 levels. The improvements will hopefully continue in Q4 and 2023 as well, coming back to levels pre-22.
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In Network solutions both support & maintenance as well as professional services showing strong growth, while license is the part experiencing negative growth. Explicit explanations to license growth still to be found, but my guess are mostly timing effects reg. milestones.
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Network solutions represented 88% of total net sales in Q3, slowly meaning an end to the effect of constant declining sales in the key account customer segment, which has been declining rapidly since many years due to customers moving to open source.
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Enea's product could, as stated by the company in the conf-call, be able to reduce total amount of data need, which consequently results in up to 10% savings in energy consumption. A selling point which probably received less interest before, but now should be very convincing.
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