OM:ALFA
OM:ALFAMachinery

Did the Hanwha Ocean Ammonia Partnership Just Shift Alfa Laval's (OM:ALFA) Energy Transition Story?

Hanwha Ocean Ecotech recently announced a partnership with Alfa Laval Korea to co-develop ammonia fuel systems for dual-fuel vessels, combining ammonia technology expertise and marine engineering capabilities. This collaboration marks a targeted push into alternative marine fuels, a sector that is attracting increasing attention as shipping decarbonization accelerates. We'll examine how Alfa Laval's entry into ammonia fuel systems with Hanwha Ocean Ecotech may influence its energy transition...
OM:BOL
OM:BOLMetals and Mining

Boliden (OM:BOL) Is Up 10.2% After Deutsche Bank Highlights Precious Metals Growth – Has the Outlook Shifted?

Deutsche Bank recently upgraded Boliden AB’s rating, citing renewed growth prospects and increased exposure to precious metals like gold and silver, following the company’s exit from a challenging operational period between 2023 and 2025. An important insight is that Deutsche Bank specifically called out expected improvements from expansion projects and precious metal revenues as significant drivers for Boliden’s outlook into 2026 and 2027. We’ll examine how Deutsche Bank’s renewed outlook,...
OM:SECT B
OM:SECT BHealthcare Services

Assessing Sectra (OM:SECT B) Valuation Following US Rollout and New AI Solution Unveiling

Sectra (OM:SECT B) is rolling out its built-in medical imaging reporting solution in the US, introducing new AI-driven features that streamline radiology workflows. This expansion positions the company for broader industry engagement and market interest. See our latest analysis for Sectra. Sectra’s latest US launch and lineup of AI-powered workflow tools add to a string of innovations that have drawn attention from both industry insiders and investors. While the recent 1-year total...
OM:SAAB B
OM:SAAB BAerospace & Defense

Did Poland’s Submarine Deal Just Shift Saab's (OM:SAAB B) European Defense Ambitions?

Poland has selected Saab to supply it with three submarines in a multi-billion-dollar deal aimed at bolstering its Baltic Sea defenses, marking Saab's first submarine export order since acquiring the division in 2014. This contract signals strengthened regional security ties and highlights Saab's expanding influence in the European defense sector. We'll explore how Saab's landmark submarine order from Poland may influence its future growth outlook and position within European defense...
OM:BIOA B
OM:BIOA BBiotechs

BioArctic (OM:BIOA B): Valuation Insights Following New Subcutaneous Leqembi Filing in Japan

BioArctic (OM:BIOA B) and its partner Eisai have filed a new drug application in Japan for a subcutaneous version of Leqembi, their Alzheimer’s treatment. This approach could allow patients to receive injections at home, based on positive Phase 3 data. See our latest analysis for BioArctic. BioArctic’s momentum has been picking up, with this year’s breakthroughs helping to drive a strong 45% year-to-date share price return and a 58% total shareholder return over the past year. Recent...
OM:SWED A
OM:SWED ABanks

Is Swedbank’s Share Price Surge Justified After Regulatory Clarity in 2025?

Wondering if Swedbank is a smart buy right now? If you're curious about whether the market is underestimating this bank, you're in the right place. Swedbank's stock has been on a strong run lately, climbing 4.7% over the past week and 53.5% in the last year. This signals growing interest, whether from optimists or bargain hunters. This momentum has been supported by recent headlines about regulatory clarity in Sweden, as well as positive shifts in the Nordic banking sector. Swedbank’s...
OM:KINV B
OM:KINV BDiversified Financial

How Might Kinnevik's (OM:KINV B) Leadership Transition Test Investor Confidence in Its Long-Term Vision?

Kinnevik AB has announced that CEO Georgi Ganev will step down, remaining in his role for up to twelve months or until a successor is appointed. This transition marks a pivotal moment for Kinnevik, as executive changes often influence both leadership direction and investor perceptions. We’ll explore how the planned CEO departure could shape Kinnevik’s investment narrative amid heightened interest in executive stability. This technology could replace computers: discover 28 stocks that are...
OM:SKA B
OM:SKA BConstruction

Major US Contract Win and Leadership Appointment Could Be a Game Changer for Skanska (OM:SKA B)

In recent days, Skanska AB announced several major contract wins, including agreements to construct a US$256 million data center in the USA, a NOK950 million pumped-storage hydropower plant in Norway, and a €60 million highway upgrade in Finland, alongside the appointment of Pontus Winqvist as Chief Financial Officer and Executive Vice President, effective November 27, 2025. These developments highlight Skanska’s growing momentum in large-scale international infrastructure projects and...
OM:LUND B
OM:LUND BDiversified Financial

Strong Profit Growth Could Be a Game Changer for L E Lundbergföretagen (OM:LUND B)

L E Lundbergföretagen AB reported earnings results for the third quarter and nine months ended September 30, 2025, showing net income of SEK 2.48 billion and SEK 7.39 billion, respectively, both increasing from the prior year. The company also achieved higher basic earnings per share from continuing operations compared to the same periods last year, reflecting strong profit growth. We'll explore how this significant improvement in profitability shapes L E Lundbergföretagen's investment...
OM:CATE
OM:CATEReal Estate

Does Catena’s (OM:CATE) Push for Sustainable Leases Reinforce Its Competitive Edge in Logistics Real Estate?

ICA Fastigheter AB recently announced it has signed two eight-year lease agreements with Catena for logistics facilities at Logistics Position Ramlosa in Helsingborg, including a newly constructed, BREEAM Excellent-certified building and an existing space to be fitted with refrigeration amenities. This deal also sees Nowaste Logistics consolidating operations in the site’s largest facility, reflecting increasing tenant demand and a focus on environmentally certified logistics spaces. To...
OM:SUS
OM:SUSMedical Equipment

Why Surgical Science Sweden (OM:SUS) Is Down 54.0% After Intuitive Cancels Key Licensing Agreement

In late November 2025, Surgical Science Sweden AB announced that Intuitive canceled their Memorandum of Understanding and shifted back to their prior agreement, with the company warning it will not meet its previously stated 2026 financial targets. This decision is projected to reduce Surgical Science Sweden’s license revenues by approximately SEK 60–90 million in 2026, highlighting the company’s exposure to fluctuations in large partner relationships. To assess the impact of Intuitive’s...
OM:WIHL
OM:WIHLReal Estate

Wihlborgs Fastigheter (OM:WIHL) Valuation: How a New Nowaste Logistics Lease Highlights Market Potential

Wihlborgs Fastigheter (OM:WIHL) has announced a new three-year lease agreement with Nowaste Logistics for 6,200 sqm at Atforadlingen 11 in Helsingborg. This expands their partnership and reflects continued demand for well-situated logistics facilities as the region develops. See our latest analysis for Wihlborgs Fastigheter. While Wihlborgs Fastigheter continues to sign notable tenants like Nowaste Logistics, market sentiment around the stock has been cautious in 2024. The share price has...
OM:BEIA B
OM:BEIA BMachinery

European Equity Opportunities That May Be Undervalued In November 2025

As European markets grapple with concerns over inflated AI stock valuations and the impact of U.S. interest rate expectations, the pan-European STOXX Europe 600 Index has seen a decline, reflecting broader market unease. In this environment, identifying potentially undervalued stocks can be crucial for investors looking to capitalize on opportunities that may offer value amidst prevailing economic uncertainties.
OM:VITR
OM:VITRBiotechs

European Stocks Possibly Priced Below Intrinsic Value Estimates

Amid recent fluctuations in global markets, European stocks have faced pressure from concerns over AI valuations and shifting interest rate expectations. Despite these challenges, the expansion of business activity in the eurozone suggests potential opportunities for investors seeking stocks that may be priced below their intrinsic value estimates. Identifying such stocks often involves assessing fundamental factors like earnings potential and market positioning relative to current economic...