{"id":144705,"date":"2026-01-23T11:24:48","date_gmt":"2026-01-23T11:24:48","guid":{"rendered":"https:\/\/www.europesays.com\/se\/144705\/"},"modified":"2026-01-23T11:24:48","modified_gmt":"2026-01-23T11:24:48","slug":"eklund-om-kjell-group-nu-gor-vi-det-ordentligt","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/se\/144705\/","title":{"rendered":"Eklund om Kjell Group: \u201dNu g\u00f6r vi det ordentligt\u201d"},"content":{"rendered":"<p>K\u00f6per p\u00e5 rimliga niv\u00e5er<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">Familjen Eklund har en portf\u00f6lj v\u00e4rd 868 Mkr, enligt \u00e4gartj\u00e4nsten Holdings. Under slutet av 2025 \u00f6kade \u00e4gandet lite i bolagen\u00a0<strong>Inwido<\/strong>\u00a0och\u00a0<strong>Boozt<\/strong>. Innehavet i f\u00f6nster- och d\u00f6rrbolaget \u00e4r v\u00e4rt 176 Mkr och innehavet i e-handelsbolaget runt 87 Mkr.<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">\u201dDe h\u00e4r f\u00f6r\u00e4ndringarna \u00e4r v\u00e4l inte speciellt dramatiska. Det \u00e4r bolag som har funnits i portf\u00f6ljen under l\u00e5ng tid och det \u00e4r ganska sm\u00e5 procentuella \u00f6kningar. Det \u00e4r inte n\u00e5gon stor positionsf\u00f6r\u00e4ndring s\u00e5 att s\u00e4ga\u201d, s\u00e4ger Joel Eklund.<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\"><strong>Men en \u00f6kning \u00e4r ju \u00e4nd\u00e5 en \u00f6kning. Vad ligger bakom?<\/strong><\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">\u201dDet \u00e4r bra bolag, b\u00e5da tv\u00e5, som jag tycker g\u00f6r det v\u00e4ldigt bra. Jag vill k\u00f6pa p\u00e5 vad jag tycker \u00e4r rimliga niv\u00e5er just nu.\u201d<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">Boozt-aktien har senaste m\u00e5naden fallit 16% och handlas nu kring 97 kronor. Flera e-handelsbolag har haft en tuff period p\u00e5 b\u00f6rsen senaste tiden.<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">\u201dJag tycker att Boozt \u00e4r ett fint bolag i den kategorin. Ett v\u00e4ldigt v\u00e4linvesterat bolag som g\u00f6r det j\u00e4ttebra i en ganska sv\u00e5r marknad. Kl\u00e4der och konfektion \u00e4r en komplex business, med s\u00e4songer och allt det d\u00e4r, j\u00e4mf\u00f6rt med till exempel elektronik\u201d, s\u00e4ger Joel Eklund och forts\u00e4tter:<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">\u201dMen Boozt har \u00e4nd\u00e5 gjort det v\u00e4ldigt bra under l\u00e5ng tid och har en fin l\u00f6nsamhet. De \u00e4r v\u00e4l investerade och marknaden v\u00e4xer fortfarande, s\u00e5 jag tycker det \u00e4r ett j\u00e4ttekul bolag.\u201d<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\"><strong>Tittar du p\u00e5 n\u00e5gra s\u00e4rskilda typer av bolag just nu, givet omv\u00e4rldsl\u00e4get?<\/strong><\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">\u201dNej, jag investerar inte efter geopolitik eller nyhetsfl\u00f6den. Jag jobbar mycket med mina befintliga innehav. Jag ser ingen j\u00e4ttestor risk i portf\u00f6ljen, \u00e4ven om alla p\u00e5verkas lite n\u00e4r det r\u00f6r p\u00e5 sig.\u201d<\/p>\n","protected":false},"excerpt":{"rendered":"K\u00f6per p\u00e5 rimliga niv\u00e5er Familjen Eklund har en portf\u00f6lj v\u00e4rd 868 Mkr, enligt \u00e4gartj\u00e4nsten Holdings. Under slutet av&hellip;\n","protected":false},"author":2,"featured_media":144706,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[65],"tags":[6465,72,70,71,3013,830,12830,5802,14178,3356,4330,34,31,33,32,30,14177],"class_list":{"0":"post-144705","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-ekonomi","8":"tag-boozt","9":"tag-business","10":"tag-economy","11":"tag-ekonomi","12":"tag-hms-networks","13":"tag-holmen","14":"tag-inwido","15":"tag-kjell-group","16":"tag-magle-group","17":"tag-rusta","18":"tag-sca","19":"tag-se","20":"tag-svenska","21":"tag-sverige","22":"tag-sweden","23":"tag-swedish","24":"tag-trianon"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@se\/115944169311092744","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/144705","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/comments?post=144705"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/144705\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media\/144706"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media?parent=144705"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/categories?post=144705"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/tags?post=144705"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}