CPSE:DSV
CPSE:DSVLogistics

Ransomware Attack Highlights Evolving Cyber Risks for DSV (CPSE:DSV) and Global Logistics

In early October 2025, DSV A/S was named as a victim of a ransomware attack by a new hacking group called the Coinbase Cartel, which specifically targets logistics companies through data exfiltration and extortion tactics. This incident highlights the elevated and evolving cybersecurity risks facing global supply chain operators and the logistics industry as a whole. We will examine how these rising cybersecurity concerns, punctuated by the recent ransomware attack, may alter DSV's...
CPSE:MAERSK B
CPSE:MAERSK BShipping

Maersk (CPSE:MAERSK B) Valuation in Focus as New Share Buyback Program Launches

A.P. Møller - Mærsk (CPSE:MAERSK B) has kicked off the second phase of its large-scale share buy-back program, targeting up to DKK 7.2 billion in repurchases through early February 2026. Such buy-backs often attract investors' attention because of their implications for capital allocation and earnings. See our latest analysis for A.P. Møller - Mærsk. Mærsk's decision to ramp up its buy-back program arrives after a year of strong total shareholder returns, with the stock delivering 37.4% over...
CPSE:DSV
CPSE:DSVLogistics

DSV (CPSE:DSV) Valuation in Focus Following Ransomware Attack on Logistics Sector

Recent reports have surfaced about DSV (CPSE:DSV) being targeted by a new hacking group that is focused on logistics companies. The ransomware claim highlights ongoing cybersecurity challenges for firms in the supply chain sector. See our latest analysis for DSV. DSV’s latest news comes after a challenging period for shareholders. While the company recently presented at the Xeneta Summit in Barcelona, its share price return year-to-date stands at -16.08%, and the past year’s total shareholder...
CPSE:MAERSK B
CPSE:MAERSK BShipping

Is Now the Right Time to Consider Maersk After Its Recent Share Price Slide?

If you're eyeing A.P. Møller - Mærsk and asking yourself whether now is the right time to buy, sell or just hang tight, you are certainly not alone. While many stocks have been doing a bit of a dance recently, Mærsk has shown its share of interesting moves that should catch the attention of any investor. In the short term, the share price has dipped, dropping 1.4% over the last week and 6.8% in the past month. But zoom out, and it is a very different story. The stock has climbed an impressive...
CPSE:VWS
CPSE:VWSElectrical

A Look at Vestas (CPSE:VWS) Valuation Following Latest European Wind Turbine Orders

Vestas Wind Systems (CPSE:VWS) just shared news of a series of firm wind turbine orders, covering Germany, Italy, Denmark, and the United Kingdom. This steady stream of deals highlights the company’s momentum in Europe’s clean energy transition. See our latest analysis for Vestas Wind Systems. After a challenging period, Vestas Wind Systems' latest wave of turbine deals is helping to reignite optimism. This is reflected in a 13.2% 1-month share price return and a 21.5% gain over the past 90...
CPSE:VWS
CPSE:VWSElectrical

Why Vestas (CPSE:VWS) Is Up 6.5% After Surge in Major European Wind Turbine Orders

Vestas Wind Systems recently announced a surge in firm wind turbine orders across Europe, including over 239 MW in Germany, 346 MW spanning Germany, Denmark, and the UK, and 94 MW in Italy, featuring its latest EnVentus platform technology and long-term service agreements. This rapid expansion in order intake underscores growing customer confidence in Vestas' advanced solutions and highlights robust momentum for renewable energy projects in key European markets. We’ll examine how these...
CPSE:RBREW
CPSE:RBREWBeverage

Royal Unibrew (CPSE:RBREW) Share Buy-Back Sparks Fresh Look at Company Valuation

Royal Unibrew (CPSE:RBREW) has kicked off a share buy-back program, beginning August 27 and running until December 19, 2025. This move typically indicates management’s confidence in the company and can influence investor attitudes. See our latest analysis for Royal Unibrew. Despite Royal Unibrew’s new buy-back program hinting at management’s confidence, the stock has lost some momentum lately. Over the past year, the total shareholder return was -7.9%, while the three-year gain was 7.7%,...
CPSE:PNDORA
CPSE:PNDORALuxury

Succession Plan May Change the Case for Investing in Pandora (CPSE:PNDORA)

Pandora announced that CEO Alexander Lacik will retire at the next annual general meeting in March 2026, with Chief Marketing Officer Berta de Pablos-Barbier set to succeed him following her influential role in the company’s brand transformation since November 2024. This leadership transition follows a period of substantial revenue expansion and workforce growth, with de Pablos-Barbier’s deep experience across luxury and consumer goods expected to support Pandora’s continued evolution as a...
CPSE:ORSTED
CPSE:ORSTEDRenewable Energy

The Bull Case For Ørsted (CPSE:ORSTED) Could Change Following Major Rights Offering and Strategic Refocus

Ørsted recently completed a major rights offering, raising DKK 59.99 billion by issuing over 900 million shares and announced plans to cut approximately 2,000 jobs, as it focuses on European offshore wind projects following setbacks in the U.S. market. This coordinated effort to strengthen its balance sheet and streamline operations highlights the company’s shift to core regions after volatility in renewables markets and political challenges abroad. We’ll now explore how Ørsted’s renewed...
CPSE:CARL B
CPSE:CARL BBeverage

A Fresh Look at Carlsberg (CPSE:CARL B) Valuation After UK Soft Drinks Expansion and Poppi Deal

Carlsberg (CPSE:CARL B) has taken several steps to boost its presence in the UK soft drinks market, announcing a major investment in a new canning line at its Rugby facility. In addition to the expansion, the exclusive distribution of Poppi prebiotic soda adds a growth angle worth watching. See our latest analysis for Carlsberg. These strategic moves come as Carlsberg’s share price recently softened, with a 90-day return of -17.4%, even as the year-to-date share price return remains positive...
CPSE:COLO B
CPSE:COLO BMedical Equipment

Could Perceptions of Undervaluation Shift the Growth Narrative for Coloplast (CPSE:COLO B)?

Recent market commentary has identified Coloplast as trading below its estimated fair value, highlighting anticipated earnings growth and operational progress as appealing factors for investors. This perception of undervaluation has attracted heightened attention as investors seek quality opportunities in the healthcare sector, especially during a period of optimistic European market sentiment. We'll explore how perceptions of Coloplast's undervaluation could impact its investment case and...
CPSE:MAERSK B
CPSE:MAERSK BShipping

Should Maersk's Strategic Pivot and Balance Sheet Strength Influence A.P. Møller - Mærsk (CPSE:MAERSK B) Investors?

Earlier this month, A.P. Møller - Mærsk announced a renewed strategic focus on operational reliability and higher shipping volumes through the Gemini Cooperation, while highlighting its strong net cash position that supports ongoing share repurchase plans. This combination of financial strength and a shift in industry focus sets Maersk apart in a sector currently facing freight rate declines and oversupply challenges. We'll now explore how Maersk’s balance sheet resilience could influence...
CPSE:ORSTED
CPSE:ORSTEDRenewable Energy

What Do Recent Developments Mean for Ørsted’s Share Price Drop in 2025?

If you’re wondering what to do with Ørsted stock right now, you’re not alone. Investors everywhere are sizing up their options after a rough ride this year. While shares rebounded 4.8% over the past week, the broader trend still looks challenging, with the price down a staggering 41.0% in the last month. Year-to-date, the stock has been battered, down 64.1%. If you zoom out even further, the five-year loss stands at a stunning 77.2%. Behind these moves is shifting sentiment about both the...