OM:EQT
OM:EQTCapital Markets

Does JPMorgan’s Upgrade And Portfolio Moves Change The Bull Case For EQT (OM:EQT)?

In recent days, JPMorgan upgraded EQT AB from Neutral to Overweight, highlighting past Q3 2025 results and a pipeline of fundraising milestones through 2026 that it believes could support higher carried interest and investment income forecasts. Alongside this shift in analyst sentiment, EQT has been actively reshaping its portfolio through real estate acquisitions, a partial exit from Galderma to L’Oréal, and a lender-led exit from elderly care operator Colisée. We’ll now examine how...
OM:WIHL
OM:WIHLReal Estate

Assessing Wihlborgs Fastigheter (OM:WIHL) Valuation After New Werket Leases in Malmö

Wihlborgs Fastigheter (OM:WIHL) is drawing fresh attention after signing Media Evolution to 3,600 square metres at Werket in Malmö, just as Cloetta shifts its largest Scandinavian office into the same property. See our latest analysis for Wihlborgs Fastigheter. These new leases land while Wihlborgs’ share price has drifted lower, with a year to date share price return of around minus 16% and a 1 year total shareholder return of roughly minus 14%. However, the 3 year total shareholder return...
OM:SYSR
OM:SYSRBuilding

Systemair (OM:SYSR) Valuation After Better‑Than‑Expected Q2 and Signs of European Demand Recovery

Systemair (OM:SYSR) just released a Q2 update that quietly shifts the narrative, reporting roughly 8% organic growth and EBIT margins near 12%, supported by firmer demand in Continental Europe and several other regions. See our latest analysis for Systemair. The market has started to notice this shift, with an 11.2% 1 month share price return lifting Systemair to SEK 86.6 even though the 1 year total shareholder return is still negative. This suggests early but improving momentum after a...
OM:NYAB
OM:NYABConstruction

European Undervalued Small Caps With Insider Buying For December 2025

As the European markets navigate a landscape of mixed returns and evolving economic indicators, the pan-European STOXX Europe 600 Index has edged higher amid optimism surrounding potential interest rate cuts in major economies. With eurozone inflation ticking up slightly and GDP revisions showing modest growth, small-cap stocks in Europe may present unique opportunities for investors seeking to capitalize on market inefficiencies. Identifying promising small-cap stocks often involves looking...
OM:RAY B
OM:RAY BHealthcare Services

European Growth Companies With High Insider Ownership Expecting Up To 13% Revenue Growth

As the European market navigates a landscape marked by mixed stock index performances and economic indicators, investor attention is drawn to growth companies with strong insider ownership, particularly those anticipating revenue growth. In such an environment, stocks that combine robust internal stakeholder commitment with promising expansion prospects can offer intriguing opportunities for investors seeking resilience and potential in their portfolios.
OM:SAAB B
OM:SAAB BAerospace & Defense

Assessing Saab (OM:SAAB B) Valuation After Breakthrough Autonomous Aircraft Fuselage Milestone with Divergent Technologies

Saab (OM:SAAB B) just hit an interesting milestone with Divergent Technologies, delivering initial autonomous aircraft fuselages built using fully digital, additive manufacturing. For investors, this is less about near term revenue and more about long term capability. See our latest analysis for Saab. That milestone with Divergent lands after a busy spell for Saab, with fresh Spanish Army training contracts and another Lithuanian MSHORAD order. It comes on top of a powerful year to date share...
OM:BETS B
OM:BETS BHospitality

What Betsson (OM:BETS B)'s Debt Refinancing and Buybacks Mean For Shareholders

Betsson AB has completed the conditions for early redemption of its 2023/2026 bonds following the issuance of new debt on 4 December 2025, while also continuing its share buyback programme that repurchased 125,000 series B shares in early December under a planned total of up to €40 million by April 2026. Together, the debt refinancing and ongoing buybacks highlight Betsson’s current focus on capital structure optimisation and returning excess cash to shareholders while maintaining financial...
OM:CLAS B
OM:CLAS BSpecialty Retail

Clas Ohlson (OM:CLAS B) Margin Expansion Reinforces Bullish Profitability Narratives After Q2 2026 Results

Clas Ohlson (OM:CLAS B) has just posted another solid quarter, with Q2 2026 revenue of SEK3.0 billion and basic EPS of SEK4.85, backed by net income of SEK308.3 million. The company has seen revenue move from SEK2.8 billion and EPS of SEK3.63 in Q2 2025 to SEK3.0 billion and EPS of SEK4.85 in Q2 2026. On a trailing twelve month basis, EPS sits at SEK16.11 on revenue of SEK12.0 billion and net income of SEK1.0 billion, giving investors a clear picture of sustained earnings power. Overall, the...
OM:PEAB B
OM:PEAB BConstruction

Peab (OM:PEAB B) Valuation After New Sustainable Contracts in Falun and Stockholm

Peab (OM:PEAB B) just added two meaningful Swedish contracts to its pipeline: a SEK 177 million retirement home in Falun and a SEK 113 million fossil free infrastructure project in Stockholm's Meatpacking District. See our latest analysis for Peab. These fresh contracts land at a time when sentiment around Peab has been gradually improving, with the share price up 6.76 percent over the past month and a punchy 56.31 percent three year total shareholder return. This suggests momentum is quietly...
OM:BONEX
OM:BONEXBiotechs

Shifting CERAMENT V To FDA De Novo Review Might Change The Case For Investing In Bonesupport Holding (OM:BONEX)

BONESUPPORT has already shifted its U.S. regulatory route for CERAMENT V for bone infection from a 510(k) submission to the FDA’s De Novo pathway, extending the formal review period from 90 to 150 days while transferring substantial existing clinical and pharmacological documentation. This move suggests CERAMENT V could, if cleared, create a new product category in the U.S., echoing how CERAMENT G previously established a distinct regulatory class and potentially underscoring the uniqueness...
OM:INVE A
OM:INVE ADiversified Financial

Investor (OM:INVE A) Valuation Check After New General Counsel Joins Executive Leadership Team

Investor (OM:INVE A) has appointed Ulrika Elfving as its new General Counsel and Executive Leadership Team member, a governance focused move that could subtly shape risk management and long term value creation. See our latest analysis for Investor. The market seems to be taking this leadership change in its stride. The latest share price is SEK 318.8, and a solid 90 day share price return of 11.55 percent is backing up a strong multi year total shareholder return profile. This suggests that...