Swedish Market Community
Our community narratives are driven by numbers and valuation.
Swedish Investing Ideas
M&A machine with a relentless focus on operational excellence
Stripping away the seemingly "boring" exterior of rubber compounding and looking at the company’s true nature: an extremely disciplined M&A machine with a relentless focus on operational excellence 1. The Narrative: "The Consolidation Engine" Niche Dominance: Hexpol doesn't compete on price for bulk products.Read more
Veteranpoolen AB (publ): Strategic Equity Research, Financial Forecasts, and Valuation Report (2025-2035)
1. Executive Summary 1.1 Investment Thesis: The Arbitrage of Experience Veteranpoolen AB (publ) ("Veteranpoolen" or "the Company") presents a unique investment proposition within the Nordic Commercial Services sector.Read more
The global leader in cash handling
1. The Narrative: Transitioning from Old Cash to Digital Infrastructure The Cash Fortress: In a world trending toward digital, physical cash is not disappearing, it is concentrating!Read more
Underestimated technological heavy weight but for a light weight price
Saab AB is a leading European defence company with operations across air, land, sea and the cyber domain. Through its subsidiary Combitech, Saab also provides advanced consulting and cybersecurity services.Read more
I-Tech's Selektope Expansion Will Drive 28% Revenue Increase in 5 Years
Q1 2025 Update Updates to the model and supporting figures below Solid report, above expectation on all lines. Good cashflows, removing doubts/concerns about this topic.Read more
Embellence Group's Revenue to Rise by 4.5% with a Future PE of 12.5x
STOCKHOLM (Nyhetsbyrån Direkt) Aktiespararna utfärdar en köprekommendation för inredningsföretaget Embellence med en riktkurs på 40 kronor. Det framgår av en analys.Read more
Is It worth SEK 16? Arbitrage opportunity?
The company just announced that investors have agreed to suscribe an increase of capital to raise USD 35M, at a price of SEK 16. The USD 35 M, i believe is the current free float of the company so I understand this investor can not invest the ammount they want unless a capital raise is made.Read more
Grangex is set to achieve a 191.89% revenue growth in five years
Based on the ramp-up of GRANGEX’s key mining projects (Dannemora, Sydvaranger, Apatit) and industry price forecasts, a potential annual revenue for 2030 is roughly SEK6.5 billion. This estimate assumes: Full-scale commercial production (starting 2027–2028) from Dannemora and Sydvaranger mines.Read more
Bonava will at least triple its market value when the housing market recovers
If earnings hit half of what they were when the company founded in 2016, which was a reasonable housing market period, the company will profit around half a billion SEK. With a P/E multiple of 14, that is around 7 billion sek, which is 3 times the current market value.Read more
