CPSE:MAERSK B
CPSE:MAERSK BShipping

Maersk (CPSE:MAERSK B): Is the Recent Share Price Strength Justified by Its Valuation?

Short term moves and recent performance A.P. Møller - Mærsk (CPSE:MAERSK B) has quietly climbed over the past month, even without a clear headline catalyst, leaving investors wondering whether the recent strength is sustainable or merely sentiment driven. See our latest analysis for A.P. Møller - Mærsk. That recent upswing fits into a broader recovery story, with the share price up solidly over the past quarter and year to date. A strong one year total shareholder return suggests momentum is...
CPSE:COLO B
CPSE:COLO BMedical Equipment

The Bull Case For Coloplast (CPSE:COLO B) Could Change Following Executive Team Shake-Up In Key Divisions

Coloplast has recently announced upcoming changes to its Executive Leadership Team, with long-serving leaders in People & Culture and Interventional Urology set to depart and successors, including incoming Interventional Urology head Kevin Hardage from Teleflex, lined up to ensure business continuity. These leadership shifts, particularly in the Interventional Urology division and the global People & Culture function, could influence how effectively Coloplast executes its reorganisation,...
CPSE:FLS
CPSE:FLSMachinery

Broker Upgrade On Turnaround Progress Could Be A Game Changer For FLSmidth (CPSE:FLS)

Earlier this week, Danish engineering group FLSmidth was upgraded from "hold" to "buy" by ABG Sundal Collier, with the broker citing expectations of stronger financials, margin expansion and support from higher metal prices as the company exits a major restructuring phase under departing CEO Mikko Keto. The upgrade underscores how FLSmidth’s completed turnaround and exposure to improving metals markets are reshaping expectations for its order pipeline and profitability profile. We’ll now...
CPSE:ROCK B
CPSE:ROCK BBuilding

Should Rockwool’s €150m Buyback Shape How Investors View Capital Deployment at (CPSE:ROCK B)?

Earlier in 2025, ROCKWOOL A/S launched a share buy-back programme running from 7 February 2025 to 5 February 2026, authorising repurchases of up to €150 million and bringing its holding to 4,364,356 B shares, or 2.06% of total share capital. This sizeable, year-long repurchase plan highlights management’s commitment to returning capital to investors and adjusting the company’s share count over time. Now, we’ll examine how this sizeable buy-back programme interacts with Rockwool’s existing...
CPSE:ZEAL
CPSE:ZEALBiotechs

Zealand Pharma (CPSE:ZEAL) Valuation After Metabolic Frontier 2030 Roadmap and New OTR Obesity Partnership

Zealand Pharma (CPSE:ZEAL) just doubled down on its obesity and metabolic health ambitions by unveiling its Metabolic Frontier 2030 roadmap alongside a new multi program collaboration with OTR Therapeutics on next generation metabolic drugs. See our latest analysis for Zealand Pharma. Those moves land against a backdrop where the share price has climbed roughly 25% over the last three months but still sits well below earlier levels, and the three year total shareholder return above 150%...
CPSE:DSV
CPSE:DSVLogistics

Is DSV (CPSE:DSV) Quietly Rewiring Its Margin Story Through EV Fleets and ASEAN Auto Logistics?

In recent months, DSV has expanded its electric truck fleet through a Volvo Trucks partnership in South Africa, completed the integration and go-live of its Dubai operations after absorbing Schenker, and participated as a Global Partner at the inaugural Automotive Logistics & Supply Chain ASEAN conference in Singapore to deepen its role in regional automotive supply chains. Together, these developments show DSV pushing harder into lower-emission transport, strengthening its Middle East...
CPSE:STG
CPSE:STGTobacco

Will XQS Pouches and Signature Action Growth Change Scandinavian Tobacco Group's (CPSE:STG) Narrative

In recent months, Scandinavian Tobacco Group reported that its Signature Action cigarillo brand has almost doubled sales, added a new Signature Action Mix variant, and introduced larger 17-pack formats to appeal to value-focused smokers. The company has also moved into the nicotine pouch market with its XQS brand, which has quickly become the sixth-largest pouch label, signalling a meaningful broadening of its product portfolio beyond traditional tobacco. Next, we’ll examine how the rapid...
CPSE:ALK B
CPSE:ALK BPharmaceuticals

How ALK-Abelló’s New North America Commercial Chief Will Impact ALK-Abelló (CPSE:ALK B) Investors

ALK-Abelló has announced that Edward Jordan, a biopharmaceutical executive with more than 30 years of experience, will become Executive Vice President and head of Commercial Operations in North America from January 2026, following the earlier elevation of the region into the Executive Leadership Team to support the Allergy+ strategy. By bringing in a leader with deep allergy and immunology expertise and a history of building US therapeutic markets, ALK-Abelló is clearly prioritizing stronger...
CPSE:MAERSK B
CPSE:MAERSK BShipping

Maersk’s DKK 14.4 Billion Buyback Might Change The Case For Investing In A.P. Møller - Mærsk (CPSE:MAERSK B)

A.P. Møller - Mærsk has launched the second phase of its share buy-back program, planning to repurchase up to DKK 7.2 billion of shares between 11 August 2025 and 4 February 2026, bringing total buy-backs under the current program to as much as DKK 14.4 billion and lifting treasury holdings to 6.90% of share capital. This sizeable buy-back signals management’s confidence in capital allocation discipline and amplifies the impact of any future earnings through a shrinking share base. We’ll now...