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Noin 2/3 seuraamistani yhtiöistä eli 64 kpl on julkaissut raporttinsa.

Positiivisia yllättäjiä ovat seuraavat. Nämä ovat tyypillisesti sellaisia firmoja jotka ovat sekä pystyneet nostamaan myyntiä että säilyttämään tai parantamaan katteitaan.

Alma Media Corporation strong sales growth, better margins 1
ASSA ABLOY AB ser. B good revenue and earnings growth 1
Atlas Copco AB ser. B good revenue and earnings growth 1
Bank of Åland A good revenue and earnings growth 1
CapMan Plc good revenue and earnings growth 1
Epiroc AB ser. B good revenue and earnings growth and order intake 1
GSK good revenue and earnings growth 1
Huhtamäki Oyj good revenue and earnings growth 1
Metsä Board Oyj B good revenue and earnings growth 1
Stora Enso Oyj R good revenue and earnings growth 1
Vaisala Corporation A strong revenue and earnings growth 1
Vitec Software Group AB ser. B good sales growth and margins 1

Lievästi positiivinen raportti on lisäksi tullut seuraavilta

AbbVie Inc. good earnings growth 1
Cargotec Oyj good revenue and earnings growth 1
Castellum AB good revenue growth 1
Coca-Cola Co good revenue and earnings growth 1
Elisa Corporation stable as always 1
eQ Oyj good revenue and earnings growth 1
Kesko Corporation A better margins 1
Kesko Corporation B better margins 1
Neste Corporation strong revenue and earnings growth 1
Nordea Bank Abp good earnings growth 1
Sandvik AB good order intake 1
Siili Solutions Oyj good earnings growth and better margin 1
Talenom Oyj good revenue and earnings growth 1
UPM-Kymmene Corporation good revenue growth, earnings not so bad as expected 1

Odotusten mukainen raportti

Admicom Oyj lower margins, sales OK 1
Apple Inc. OK, good cash flow 1
Berkshire Hathaway Inc. New value decreases, operational earnings OK 1
Detection Technology Oyj better guidance 1
Fastpartner AB ser. A big value depreciations 1
Fiskars Corporation OK 1
Investor AB ser. B big value depreciations 1
Kemira Oyj OK 1
Konecranes Plc good order intake 1
McDonald’s Corporation OK 1
Mycronic AB lower sales and margins, good order intake 1
Nokia Corporation OK 1
Nokian Tyres Plc Russia 1
Nordnet OK 1
Orion Corporation B OK 1
Revenio Group Corporation OK 1
Scanfil Plc sales OK, lower margins 1
Telia Company AB OK 1
Uponor Oyj OK 1
Volvo, AB ser. B negative Russia effect

Negatiiviselle puolelle ovat jääneet seuraavat

Alphabet Inc. – Class C Capital Stock large equity investment losses 1
Amazon.com, Inc. negative EPS, slow revenue growth 1
KONE Corporation lowered margin 1
Lassila & Tikanoja Plc EPS lower than expected 1
Latour, Investmentab. ser. B lower margins, sales OK 1
Microsoft Corporation EPS lower than expected 1
Olvi Plc A strong Belarus negative effect (33%) 1
Ponsse Oyj 1 weak guidance 1
Qt Group Oyj good revenue growth but lower margins, outlook good 1
Raute Corporation A low margins 1
Tecnotree Corporation lower margins, sales OK 1
Tokmanni Group Oyj no revenue growth, negative EPS 1
Valmet Corporation lowered margin 1
Verizon Communications Inc. lower EPS 1
Verkkokauppa.com Oyj low margins 1
Vincit Oyj lower margins, sales OK 1
Wärtsilä Corporation good sales growth 1
Malmbergs Elektriska AB ser. B low margins