-0.63%
-5.04%
-2.59%
-3.89%
-16.12%
-32.68%
-8.87%
AI Spotlight on TAALA
Company Description
Taaleri Oyj is a publicly owned asset management holding company.The firm provides its services to private individuals, institutional investors and companies.Through its subsidiaries, the firm provides wealth management and trading services to its clients.
It launches equity, fixed income, and real estate mutual funds through its subsidiaries.Through its subsidiaries, the firm invests in the public equity, fixed income, and real estate markets across the globe.It was formerly known as Taaleritehdas Oyj.
Taaleri Oyj is based in Helsinki, Finland with additional offices in Tampere, Finland; Turku, Finland; Pori, Finland; Oulu, Finland; and Lahti, Finland.
Market Data
| Last Price | 7.91 |
| Change Percentage | -0.63% |
| Open | 7.96 |
| Previous Close | 7.96 |
| Market Cap ( Millions) | 224 |
| Volume | 6970 |
| Year High | 10.9 |
| Year Low | 7.51 |
| M A 50 | 8.09 |
| M A 200 | 8.21 |
Financial Ratios
| FCF Yield | 3.73% |
| Dividend Yield | 12.64% |
| ROE | 12.58% |
| Debt / Equity | 7.36% |
| Net Debt / EBIDTA | -40.34% |
| Price To Book | 1.1 |
| Price Earnings Ratio | 8.74 |
| Price To FCF | 26.78 |
| Price To sales | 4.99 |
| EV / EBITDA | 5.89 |
News
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Renewable Energy
Expected Growth : 10.43 %
What the company do ?
Taaleri Oyj's Renewable Energy segment focuses on investing in and developing renewable energy projects, such as wind and solar power, to promote sustainable energy production.
Why we expect these perspectives ?
Taaleri Oyj's 10.43% growth in Renewable Energy is driven by increasing demand for clean energy, declining costs of production, and favorable government policies. Additionally, the company's strategic investments in wind and solar power, as well as its focus on energy storage and grid services, have contributed to its rapid expansion.
Segment n°2 -> Strategic Investments
Expected Growth : 10.5 %
What the company do ?
Taaleri Oyj's Strategic Investments involve allocating capital to promising businesses, enhancing shareholder value through active ownership and strategic partnerships.
Why we expect these perspectives ?
Taaleri Oyj's 10.5% strategic investments growth is driven by increasing demand for sustainable energy solutions, expansion into new markets, and strategic acquisitions. Additionally, the company's focus on renewable energy, particularly wind and solar power, contributes to its growth. Furthermore, Taaleri's strong financial position and ability to secure funding for projects also support its growth momentum.
Segment n°3 -> Other Private Asset Management
Expected Growth : 8.37 %
What the company do ?
Other Private Asset Management from Taaleri Oyj refers to the company's private asset management services, offering tailored investment solutions to high net worth individuals and families.
Why we expect these perspectives ?
Taaleri Oyj's Other Private Asset Management segment growth of 8.37% is driven by increasing demand for alternative investments, expansion into new markets, and strategic partnerships. Additionally, the segment benefits from a strong brand reputation, diversified product offerings, and a skilled investment management team, enabling it to attract and retain high-net-worth clients.
Segment n°4 -> Other
Expected Growth : 8.37 %
What the company do ?
Taaleri Oyj's 'Other' segment includes operations that do not fit into its main business segments, such as real estate and infrastructure investments.
Why we expect these perspectives ?
Taaleri Oyj's 8.37% growth is driven by increasing demand for wealth management services, expansion into new markets, and strategic acquisitions. Additionally, the company's focus on sustainable investments and ESG practices has attracted environmentally conscious investors, contributing to its growth.
Segment n°5 -> Reconciliation
Expected Growth : 9.9 %
What the company do ?
Reconciliation from Taaleri Oyj refers to the process of comparing and adjusting financial records to ensure accuracy and consistency between internal accounts and external statements.
Why we expect these perspectives ?
Taaleri Oyj's 9.9% growth is driven by strong investment performance, increasing assets under management, and strategic expansion into new markets. Additionally, the company's focus on sustainable investments and ESG practices has attracted environmentally conscious investors, contributing to its growth momentum.
Taaleri Oyj Products
| Product Range | What is it ? |
|---|---|
| Wealth Management | Taaleri Oyj provides wealth management services to individuals, companies, and institutions, offering investment advice, portfolio management, and asset allocation. |
| Private Equity | Taaleri Oyj offers private equity investment opportunities to investors, focusing on Nordic and European markets, with a focus on sustainable and responsible investments. |
| Real Estate Investment Management | Taaleri Oyj provides real estate investment management services, offering a range of funds and mandates focused on Nordic and European real estate markets. |
| Alternative Investments | Taaleri Oyj offers alternative investment solutions, including hedge funds, private debt, and infrastructure investments, to institutional investors and high net worth individuals. |
Taaleri Oyj's Porter Forces
Threat Of Substitutes
Taaleri Oyj operates in a niche market, and there are limited substitutes for its services. However, the company faces some threat from alternative investment products and services offered by its competitors.
Bargaining Power Of Customers
Taaleri Oyj's customers have limited bargaining power due to the company's specialized services and expertise. However, the company still needs to maintain good relationships with its customers to ensure repeat business and referrals.
Bargaining Power Of Suppliers
Taaleri Oyj has a diversified supplier base, and no single supplier has significant bargaining power over the company. The company's suppliers are mostly small and medium-sized enterprises, which reduces their bargaining power.
Threat Of New Entrants
The threat of new entrants is low due to the high barriers to entry in the financial services industry. New entrants would need significant capital and expertise to compete with established players like Taaleri Oyj.
Intensity Of Rivalry
The financial services industry is highly competitive, and Taaleri Oyj faces intense rivalry from established players. The company needs to differentiate itself through its services and expertise to maintain its market share.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 6.74% |
| Debt Cost | 9.20% |
| Equity Weight | 93.26% |
| Equity Cost | 9.20% |
| WACC | 9.20% |
| Leverage | 7.22% |
Taaleri Oyj : Quality Control
Taaleri Oyj passed 4 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| PIN.L | Pantheon International PLC specializes in fund of fund investments. For fund of fund investments, it seeks to invest in private equity, buyout, venture, growth, secondary investment funds, and special situations … |
| ORES.ST | Investment AB Oresund is a publicly owned investment manager. Investment AB Oresund was founded in 1890 and is based in Stockholm, Sweden. |
| RATO-B.ST | Ratos AB (publ) is a private equity firm specializing in buyouts, turnarounds, add on acquisitions, and middle market transactions. The firm does not invest in early stages and in companies … |
| R4.MC | Renta 4 Banco, S.A., together with its subsidiaries, provides wealth management, brokerage, and corporate advisory services in Spain and internationally. It is involved in the management of collective investment institution … |
| TAM.L | Tatton Asset Management plc provides fund management, compliance consultancy, and technical support services to independent financial advisors in the United Kingdom. The company operates through two segments, Tatton and Paradigm. … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Renta 4 Banco
A-Score
1-Year Total Return ->
🥈
Taaleri
A-Score
1-Year Total Return ->
🥉
Öresund
A-Score
1-Year Total Return ->
4
Tatton Asset Management
A-Score
1-Year Total Return ->
5
Ratos
A-Score
1-Year Total Return ->
6
